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  • A New Market Beating Dividend Fund [View article]
    "Also 0.3% yield is quite high"
    Sorry, I made mistake. I mean 0.3% fees.
    SDS
    May 26 11:15 PM | Likes Like |Link to Comment
  • My 2 Cents On "Buy And Hold" [View instapost]
    yaysayer,
    Thank you for the comment.
    I'd agree that IF you dont have the time/ don't want to spend the time cheap ETFs (or better MFs - to avoid investment of dividends decisions) are a good choice. Actually I suggested last December to one of my relatives in this situation to split his money 50/50 for VTSSX/VDMAX and rebalance only when one of these MFs will be at 65% portfolio (I guess something ones in 20 years).
    IF you want to spend the time to select stocks and can be long-term investor you might win due to lower expenses - see http://seekingalpha.co....
    Hopefully IF you want to spend the time to select AND monitor stocks you might do a bit better.
    SDS
    May 26 04:53 PM | Likes Like |Link to Comment
  • A Russell 1000 Dividend Stocks Strategy That Can Outperform [View article]
    Well I do not see a logic - if we are talking about Russell 1000 Index why we compare results with S&P 500 Index?
    SDS
    May 24 11:09 PM | Likes Like |Link to Comment
  • A 9% Yield Keeps Apollo Looking Good [View article]
    Factoids,
    Nothing personal - I just dislike promotional titles like this and even didn't read the article. Would you be more happy if tomorrow 's Apollo yield be let say 1%?
    SDS
    May 24 11:05 PM | 1 Like Like |Link to Comment
  • Old-School DGI Method: Leveling The Income Stream [View article]
    David,
    Let me ask - should DGi have a free cash? Even person living "paycheck-to-paycheck" should have some reserve (or at least credit line).
    Also IMO dollar averaging is a myth created by Wall Street to convince folks pass money to them ASAP. Yes, I know "mechanical" studies that show benefits of DCA and difficulties of market timing, but I still believe that a simple tactics (like wait 52 weeks low to reinvest dividends) work better.
    SDS
    May 24 10:59 PM | Likes Like |Link to Comment
  • Old-School DGI Method: Leveling The Income Stream [View article]
    Land Locked
    Congratulations with 1st SA article.
    Honestly I dislike idea to build portfolio based on schedule. DGI is almost life-time commitment and I can imagine that during this period some companies change their payments schedules. Should a DGi sell such stocks if they violate his/her schedule? I'd say NO.
    Also many non-US stocks pay big annual dividends in May and smaller dividends in other months. Should a DGi ignore them because he/she have enough income in May? I'd say NO again.

    SDS
    May 24 10:50 PM | Likes Like |Link to Comment
  • Is Blue-Chip Dividend Investing Only For Rich People? [View article]
    A nice intrinsic feature of DGI is that ROIC in portfolio of selected stocks increases with time.
    I think it is too naive expect DGR > 10% in long run (I'd stick with historical 6.5 % - see http://seekingalpha.co...).
    SDS
    May 24 10:36 PM | 2 Likes Like |Link to Comment
  • Do Stock Screens Really Work? [View article]
    Well it seems that author 1) tries to proof "Garbage In - Garbage Out" principle and 2) forgot old IBM motto "Computers should calculate, humans should think".
    I manually investigated dividends in more than 25,000 companies but rely also on stocks screens. E.g. David Fish's CCC list is kind of screen.
    Amen....

    SDS
    May 24 05:04 PM | 2 Likes Like |Link to Comment
  • A New Market Beating Dividend Fund [View article]
    I'd wait to see this ETF real performance and DCR in 5 years. Also 0.3% yield is quite high - long-term DYI can beat it because re-balance doesn't add much to performance.
    SDS
    May 24 04:58 PM | 1 Like Like |Link to Comment
  • Why Dividend Stocks Still Make Sense [View article]
    Howard,
    Thanks for article. IMO dividend stocks always make sense: "In god we trust, all others pay cash"
    SDS
    May 24 11:04 AM | Likes Like |Link to Comment
  • Yields From 3-11%: Intro To International Investing For Individual Investors [View article]
    Mike,
    Thanks for the contribution. Guraaf published several SA articles on the topic. I also touched it.
    SDS
    May 24 11:01 AM | Likes Like |Link to Comment
  • Forget Dividend Growth Investing, It's ROIC Investing [View article]
    Jon,
    Thank you for good article.
    I always consider my yield on cost (YoC) as number that show me current Return on Invested Capital and for DG stocks YoC and so my ROIC increases with time.
    On another hand, company's ROIC (or ROE) is not enough to conclude about dividend sustainability
    SDS
    May 24 10:30 AM | 1 Like Like |Link to Comment
  • Utility Investors Should Focus On ROIC, Not Dividend Yield - Part I: DJU Index's Best [View article]
    Jon,
    Thank you for good article. As a dividend investor I always consider my yield on cost (YoC) as number that show me current Return on Invested Capital and for DG stocks YoC and so ROIC increases with time. I almost don't worry about company ROIC and capital gains are illusion until investor sell the stock.
    SDS
    May 24 10:24 AM | 1 Like Like |Link to Comment
  • It's Okay To Wait For A Dividend Cut Before Selling [View article]
    Folks,

    I think almost /the only factor allows me to say "almost" is already mentioned in my comment dated 23 May, 10:07 AM/ the worst case scenario was considered in this paper:
    DG investor (DGi) slept until each ex-div day (BTW stock price usually go down between cut announcement and the ex-div day);
    DGi slept until a company was adsorbed by another firm;
    DGi didn't try to value stock and simple dripped;
    "Payout ratio and S&P quality ratings were not used", etc.....

    The result show that DGI performs good even during last recession.

    To estimated if $349,262.89 was invested in SPY from 1/15/08 through 5/16/13 and all dividends were NOT reinvested even more lazy investor got $454,739.42 (well I guess below 500K$ with all dividends reinvested).
    Depending on account the DGi in the study can claim capital losses but at the same time taxes on dividends destroy dripping part.

    SDS
    May 24 10:07 AM | Likes Like |Link to Comment
  • It's Okay To Wait For A Dividend Cut Before Selling [View article]
    I probably should also point that initial CCC list was not perfect and did NOT contains several DG companies. So more accurate investigation should assume that "unknown" in January 2008 stocks should be also included in the portfolio.


    SDS
    May 23 10:07 AM | Likes Like |Link to Comment
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