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SDS (Seductive Dividend Stocks)

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  • 5 Myths About Dividend Growth Investing [View article]
    Larry/David/Robert/folks,

    Almost all academic researches that Larry uses to support his point of view are almost irrelevant for a real investor because for example scholars assume that portfolio is created in a single day and totally rebalanced in another single day per arbitrary period.
    Almost all market researches that David uses to support his point of view are almost irrelevant because deal with relatively short period of data in a single (US) market.

    Let me quote CHARLES D. ELLIS (he is a big fun of index funds):
    "The consensus that matters is not today’s consensus about the distant future but the consensus that will prevail when we actually get to that distant future. For investment results, as the holding period over which an investor owns an investment lengthens, the importance of the discount factor decreases and the importance of corporate earnings and the dividends paid increases. For a very long-term investor, the relative importance of earnings and the dividends received is overwhelming. For a short-term price speculator, everything depends instead on the day-to-day and month-to-month changes in investor psychology and what other people are willing to pay. "
    Winning the Loser's Game (2010 Edition)
    Data http://seekingalpha.co... supports Ellis point of view for a very long-term investor and most DGis must be very long-term investors.

    SDS
    Mar 24 10:32 AM | 3 Likes Like |Link to Comment
  • Three Reasons Why You Can Beat The Professional Investors [View article]
    Well next article should be 97 reasons why proffi can beet you.
    Mar 23 04:39 PM | Likes Like |Link to Comment
  • Enough Money To Not Worry [View article]
    Well I used to live with 1000+% inflation at that time CD-like accounts paid ~ 20% interest.....
    Mar 22 11:15 PM | Likes Like |Link to Comment
  • How To Pick A Value Investment For Dividend Growth And Success [View article]
    I did a bad work on Canadian DG stocks in http://seekingalpha.co...
    Mar 22 11:13 PM | Likes Like |Link to Comment
  • Dividend Investors - Don't Just Stand There - Do Something [View article]
    Bob,
    Thank you for good article.

    1) "Sell and redeploy lower yield holdings" Well, Wall Street and Uncle Sam both happy if you trade often. See http://bit.ly/XNfrZV

    2) Recent so-called all-time market high is a pure propaganda IMO if you look on these numbers using real $ value.
    Remember “Don't underestimate the value of doing nothing, of just going along, listening to all the things you can't hear, and not bothering.” Winnie-the-Pooh.

    SDS
    Mar 22 06:04 PM | 2 Likes Like |Link to Comment
  • How To Pick A Value Investment For Dividend Growth And Success [View article]
    One more critical point:
    "Company has a strong brand (you could tell immediately which company it is from seeing its logo, or even its brand color)"
    Well do you recognize logo of the top France bank or most popular chain of food stores in Japan for example (I don't know both)?
    IMO it is good approach for companies in your country and some multi-nationals like KO but usually markets for these big firms are quite effective.
    BTW, it would be nice to see an article or few about Canadian strong brands /dividend payers.
    SDS
    Mar 22 10:53 AM | 1 Like Like |Link to Comment
  • How To Pick A Value Investment For Dividend Growth And Success [View article]
    CDGI:
    Thank you for good article. I don't believe that WMT or/and KO were not properly priced for long time - too many proffi follows these companies closely. IMO these are examples that FASTGraphs (as any other retail software) just doesn't count ALL important factors known to Mr. Market. As Chuck says his tool should help to think but should not to replace a human brain.
    SDS
    Mar 22 10:42 AM | Likes Like |Link to Comment
  • Book Review: The Neatest Little Guide To Stock Market Investing, By Jason Kelly [View article]
    I'm re-reading new edition of excellent book "Winning the Loser's Game" by Charles D. Ellis. Of course, the author first preference is index investing but indirectly his second preference is DGI (although he did not recognize this field).
    I'd strongly recommend ANY individual investor to read this book.
    SDS
    Mar 22 10:04 AM | Likes Like |Link to Comment
  • Your Bond Allocation For 2013: It's Time To Lower Your Risk [View article]
    Bob,
    Thank you for the good article. Do you recall any number for bond diversification from literature?
    SDS
    Mar 20 04:58 PM | Likes Like |Link to Comment
  • Free Cash Flow Payout Vs. Dividend Payout [View article]
    Dividends4Life,
    Thank you for good article.
    Free Cash Flow concept for dividends was chewed too many times already because it is logical. Rigorous studies show that it is not so wonderful as it sounds - see http://bit.ly/Zw3skY
    SDS
    Mar 20 10:55 AM | Likes Like |Link to Comment
  • Book Review: The Neatest Little Guide To Stock Market Investing, By Jason Kelly [View article]
    David,
    Thank you for the review. I read this book about decade ago. Is it significantly updated and worth to re-read?
    SDS
    Mar 20 10:37 AM | Likes Like |Link to Comment
  • To Sell Or Not To Sell - That Is The Question [View article]
    Eddie,
    Thanks for good thoughts.
    Sell is quite conflicting area there such wise or pseudo-wise ideas co-exist as
    "Cut loosers keep winners"
    "Do portfolio rebalance" (i.e. cut winners, keep loosers)
    "Take money out of table"
    "Don't kill golden egg goose"
    etc......
    So each investor should think him/her-self.
    SDS
    Mar 19 04:14 PM | Likes Like |Link to Comment
  • Smackdown: Dividends vs Annuities, The Main Event [View article]
    Assumptions are unrealistic IMO so numbers are irrelevant.
    Mar 17 02:56 PM | 1 Like Like |Link to Comment
  • Why REIT Returns Have Been Systematically Better Than Non-REITs [View article]
    Brad,
    Thank you for good article. I agree that REITs executives have to be more accurate than average company ones with free cash. Another aspect I do not re-call to read about is shares buy-backs. As far as I understand REITs are less active in this than average companies which is also good IMO for income investors (http://bit.ly/XRf3gk)
    SDS
    Mar 17 02:53 PM | Likes Like |Link to Comment
  • The Market Is Advancing: Is It Time To Sell? [View article]
    David,
    Thank you for sharing your thoughts.
    I refused to buy Safeway last August (don't like their stores in Silicon Valley) - it seems I made mistake with stock.

    "I would write more often if I had more things to say. "
    There are SA authors with 1000+ articles of pure noise, please do not follow them.

    SDS
    Mar 15 06:37 PM | 1 Like Like |Link to Comment
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