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  • Separating The Yield From The Chaff With Vanguard's VIG [View article]
    healthythoughts
    Please read blogpost linked in my initial comment
    SDS
    Dec 16, 2013. 11:33 PM | 1 Like Like |Link to Comment
  • Dividend Contenders: 24 Increases Expected In The Next 11 Weeks [View article]
    David,

    Where also in stocks studies we can find 90% of right predictions? I guess you have ~ 15% gap to next good predictor.

    I think div. freezers is big factor in this 10%. Usually scholar papers don't count freezers (http://seekingalpha.co...) but again you set rules for CCC.

    SDS
    Dec 16, 2013. 11:27 PM | 1 Like Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Varan,
    Idea in my previous comment is NOT a proof. Data analysis might lead to proof.
    In contrast to physics and other real sciences it is almost impossible to run conforming experiments in finance, so always some doubt will exist.
    SDS
    Dec 16, 2013. 08:51 PM | 4 Likes Like |Link to Comment
  • Is There Skill In The Mutual Fund Industry? [View article]
    IMO main Skill In The Mutual Fund Industry should be marketing of junk for fools. Sorry to be non-polite but IMO we (USA population) waste too much for non-productive activities.
    SDS
    Dec 16, 2013. 08:33 PM | Likes Like |Link to Comment
  • What Do You Mean I Can't Beat The Market? [View article]
    Ha! I didn't know that DFA funds have self-imposed limitations. Why do investors need such handicapped products? Answer "because academia...." is not acceptable.
    SDS
    Dec 16, 2013. 08:25 PM | Likes Like |Link to Comment
  • Bubble, Bubble, Toil And Trouble (For The Markets) [View article]
    Larry,
    Thank you for good article. There are a lot of bubble discussions in econophysics. My personal take is that we see future inflation through current price of stock market.
    SDS
    Dec 16, 2013. 08:03 PM | Likes Like |Link to Comment
  • Dividend Contenders: 24 Increases Expected In The Next 11 Weeks [View article]
    David
    I cannot say better than MathRuiz....
    What was probability of your predictions for expected dividend increases? I guess more than 80% but if you have time such numbers for C, C and C will be good to calculate.
    SDS
    Dec 16, 2013. 07:13 PM | 3 Likes Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Varan,
    Please split the prize, send me 50% because I know how to proof anti-DGI (see below) and send 50% to a fellow who will crunch the data.

    DG is the cultural phenomena which exist mostly in UK and former UK colonies (USA, Canada, Australia, etc). It seems that DG and common laws have strong correlation coefficient. In many developed and emerging markets DG is very rarely or doesn't exist. Because there are more countries without DG than number of countries with DG, long term studies of such non-common- laws-countries should show that DGI is not optimal.

    Who wants 50% of varan's prize?

    SDS
    Dec 16, 2013. 04:18 PM | 1 Like Like |Link to Comment
  • Misguided Interest In Dividend Paying Stocks [View article]
    Larry,

    Thank you for good article. Some points:

    Ned Davis Associates show that dividend payers strongly outperformed SP500 in 1972-2012. So couple bad years do not informative.

    "The typical portfolios we build for our clients contain over 10,000 stocks." - DiWORSification? I analyzed briefly more that 25K stocks, only about 2K are worth for investor (not speculator) IMO.
    Diversification should reduce different risks not to be the goal per se. See http://bit.ly/J0r2m2 and http://bit.ly/102frew

    "...the aggregate stream of dividend payments is subject to the same broad, macroeconomic risks that affect capital gains."
    Agree but how you Larry or any other equity investor get money from a company capital gains? I know only 2 ways - dividends and next fool search.

    As far as I know it is not forbidden to combine value and dividend investing. Many DGis here on SA buy ONLY undervalued stocks and sell overvalued stocks. I consider my DG/HY approach as subset of value investing, where I impose additional restrictions on stocks. This restriction didn't prevent me to build well diversified 100+ stocks portfolio. I started to invest in 1998, became DGi in 2006 and my gain for this period is about 3.3X versus about 2X for S&P500.

    "The above data makes clear that the expected returns for both SDY and VIG are well below that the expected returns of the two large value strategies." The key word here is expected. Please read "How to lie with statistics" / Darrell Huff

    SDS

    SDS
    Dec 16, 2013. 03:30 PM | 9 Likes Like |Link to Comment
  • The Triple Margin Of Safety Approach To Dividend Investing [View article]
    There are now strong debates on cash (see SA articles posted in Dec 2013).
    Dec 16, 2013. 03:08 PM | 1 Like Like |Link to Comment
  • Starting A Retirement Portfolio For 2014? Start With These 'Surprise' Stocks [View article]
    Good article with confusing title.

    "you have 30 years of life without a paycheck staring you in the face."
    Somehow RS life expectancy (30 years) for 45/50 y.o. investor is a bit shorter than any official table I did see. Well I guess RS doesn't intend to make life of investor /who follows his/her excellent advises/ so hard that the investor will die sooner than officials expect 8-). Just kidding....

    SDS
    Dec 16, 2013. 10:56 AM | 1 Like Like |Link to Comment
  • Separating The Yield From The Chaff With Vanguard's VIG [View article]
    Cranky
    It is good article and it seems that you like this ETF. But IMO record is too short for dividend investors who are /at least suppose to be/ long-term folks. But as soon as we remember that dividend investing is long-term strategy almost any fees kill performance (http://seekingalpha.co...). Hence I think diversified dividend stock portfolio is better for not-so-small investors.
    SDS
    Dec 16, 2013. 10:47 AM | Likes Like |Link to Comment
  • Cineplex: If Only All My Stocks' Charts Looked Like This [View article]
    Inzkeeper,

    Thank you for good article. Living in USA I have never heard about the company.
    As a long term investor I'd like to ask: how often your kids go to the company's theatres, will your grand-kids go there?

    SDS
    Dec 16, 2013. 10:42 AM | Likes Like |Link to Comment
  • Dividend Growth Investors Are Perhaps Doing It All Right [View article]
    David Fish,

    Well I'd agree that "an initiation is growth from zero the previous year" but what DGR such firm has in 1st year of dividends - I guess infinity...

    Thank you for the links but I still do not see how to separate Dividend Growers from Initiators (e.g. what was the ratio between number of Growers and number of Initiators?)

    Fuzzy 3rd graph in http://bit.ly/18QkDEc shows only recent (1986) history and also not original research.

    SDS
    Dec 16, 2013. 10:23 AM | Likes Like |Link to Comment
  • Dividend Growth Investors Are Perhaps Doing It All Right [View article]
    Well probably Intel's data driven culture is embedded into my mind too much, but I think you statement reflects only your (and other DGis including me) hope...
    Dec 16, 2013. 10:11 AM | Likes Like |Link to Comment
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