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SDS (Seductive Dividend Stocks)

SDS (Seductive Dividend Stocks)
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  • My Dividend Growth Portfolio: 2014 Review And 2015 Preview [View article]
    DVK
    I think that ~ 1.5 of economy cycle should be the min. period. Average cycle is about 6 years, so your 10-year target (I hope you will make it) should provide quite acceptable answer.
    SDS
    Jan 6, 2015. 09:31 AM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio: 2014 Review And 2015 Preview [View article]
    DVK,
    I read your new biz. plan.
    IMO if you going to have 25 stocks and invest as soon as cash available your "shopping list" should contain more than 40 stocks.
    SDS
    Jan 5, 2015. 08:07 PM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio: 2014 Review And 2015 Preview [View article]
    Thank you, DVK, for the update. Although I believe that a single year isn't representative for DGI your portfolio plays education role for many DGis.
    10% limit - I'd rather impose it on invested capital into a single company than current market value of its stocks.
    BBL is mussing idea of new company (South32) creation by demerger, it might affect your portfolio if you continue your spin-off policy (as far as remember it).

    Good luck in 2015 and beyond!
    SDS
    Jan 5, 2015. 07:29 PM | 1 Like Like |Link to Comment
  • Why Dividend Growth Investors Should Not Ignore Price [View article]
    Chowder,
    I guess that when oil was 10$/b cost was ~7$ to extract a barrel and ~1$ to "find" oil. Now cost of extraction is probably ~ 50$/b for many companies except Saudi. I agree that quality is the key but XOM and CVX (my core stocks) cannot create money from thin air. I hope they rather stop buybacks than cut dividends but I cannot read their CEO/BoD minds.
    SDS
    Jan 5, 2015. 09:31 AM | 1 Like Like |Link to Comment
  • Why Dividend Growth Investors Should Not Ignore Price [View article]
    PTI,
    About 75% of div. cuts are predictable. Investor should decide in any case (before or after the cut) if it worth to hold or sell or buy the stock. It was shown that "buy after the cut" approach produced quite good results. IMO if taxes aren't matter it is better to sell (short) before the cut and buy at the cut (of course company must be good).
    SDS
    Jan 4, 2015. 10:58 PM | 1 Like Like |Link to Comment
  • Why Dividend Growth Investors Should Not Ignore Price [View article]
    Robert,
    Thank you for good article. Similar results were presented by Jeff Paul here at SA few years ago. On another hand for good companies prices and dividends recovered back in about 4.5years after div. cut (http://bit.ly/rrrjkX).
    I own few oil companies and I expect that some of them cut dividends in 2015/16 but because these companies are not disposable (consumers and industry need their business) I hope that sooner or later they get dividends back. I don't know when oil price will be (was/) at bottom, I do not have any special knowledge about oil industry I simple learned that patience is the best friend of dividend investor.
    SDS
    Jan 4, 2015. 10:42 PM | Likes Like |Link to Comment
  • High Yield 50/50 Portfolio Strategy Built With BDCs And MREITs. [View article]
    HYI
    A prospectus of any sector or industry mutual fund (even with 300 stocks in it) correctly says that the fund portfolio is CONCENTRATED. Your 50/50 portfolio is NOT diversified. I understand your needs and your reality but IMO you are taking too high risk. Check if you'll need all expenses in retirement (e.g. will you need 2 cars?) and diversify your income at lower initial yield.

    Wells Fargo study might have short time frame or/and correct only for USA, so I'd double check their conclusions. Your study covers only one quite specific period in US economy.

    SDS
    Jan 3, 2015. 01:13 PM | 1 Like Like |Link to Comment
  • Retirement Planning Depends On When You Begin Your Dividend Income Strategy And/Or Your Beginning Portfolio Balance. [View article]
    HYI,
    Thank you for good article. Just 2 points:
    "IRA withdraw is 70% (Payout Ratio) of dividend income, the remaining..." - Usually Payout Ratio is dividend/earnings, I think you need another name or just "IRA withdraw"
    Nobody knows... but I doubt about flat 15% taxes when IRA withdraw increase significantly. I'd expand your analysis to "tax inflation".
    SDS
    Jan 3, 2015. 12:44 PM | Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 4th Quarter 2014 Update And Year-End Review [View article]
    Well, in this case you need to adjust for value, size, momentum, quality and other factors academics consider important. IMO portfolios of most DGis outperform due mostly to value and/or quality factors, so naive reports like "I did better than SPY in last couple years" are not very informative.
    Good luck in 2015 and beyond!
    SDS
    Jan 2, 2015. 09:28 AM | Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 4th Quarter 2014 Update And Year-End Review [View article]
    Congratulations PTI!
    I hope your part-time will be long enough in 2015 so you will supply us with weakly updates of your portfolio performance 8-).
    Well, to be serious - do you think that 1 year or even 3 years results tell anything?
    SDS
    Jan 1, 2015. 08:14 PM | Likes Like |Link to Comment
  • 50/50 Portfolio (BDCs And mREITs) Baseline, 2014 [View article]
    High Yield Investor

    As far as I know all mREITs have the same political risk. A change in laws can eliminate 50% of your income. Probably all BDCs have similar risk.

    SDS
    Jan 1, 2015. 08:08 PM | Likes Like |Link to Comment
  • Dividend Champions For January 2015 [View article]
    David,
    Thank you for update.
    Best wishes in 2015 and beyond!
    SDS
    Jan 1, 2015. 12:47 PM | 1 Like Like |Link to Comment
  • The Continuing Search For Quality [View article]
    Eddie,
    Thank you for good article.
    Yep quality is a fuzzy term and different approaches to it coexist even within a single industry. Sometimes it is like fashion, sometimes it is like solid rock.
    I wish to have " six sigma " for failure in my DG/HY portfolio but as we know stocks are often do NOT represent normal distribution. So diversification helps here. If you RIG is less than 3% of portfolio you might simple ignore current oil prices and wait 5-6 years before decision (I'm going to do this with other oil drill companies).
    Happy New Year!
    SDS
    Dec 31, 2014. 09:56 AM | Likes Like |Link to Comment
  • A Demonstration Of How Dividend Growth Investing Outperforms [View article]
    Chowder asked "Taxes? ... What's that? "
    Money extracted from your pocket by Capitol Hill Gang based on the rules established by the same Gang.
    SDS
    Dec 31, 2014. 01:01 AM | Likes Like |Link to Comment
  • Can DGI Aristocrats Beat The Market (Part 2)? [View article]
    B&H2012/Seng/Folks

    I think that the difference between DGI and value investing is in "sell". If company remains be good a DGi doesn't need to sell event if stock P/E (or other number) is high, while a value investor supposes to exit at this point.
    It would be interesting to compare this 2 styles based e.g. on Dividend Aristocrats or Champions population.
    I guess FASTGRAPH can be useful for such study. If somebody are interested I can outline the study methodology.

    Happy New Year!
    SDS
    Dec 30, 2014. 08:59 PM | 1 Like Like |Link to Comment
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