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  • Does Dividend Growth Rate Or Yield Vs. Historical Average Yield Indicate Value? [View article]
    "So far it says that analysts do not differentiate between dividend stocks based on either dividend growth rate or the yield mean reversion prospects"
    IMO your study says ONLY that analysts are not so stupid to use ONLY 1 factor (dividend growth rate or the yield) to predict prices.
    I expect that analysts are smarter indeed....
    SDS
    Feb 15 10:58 AM | Likes Like |Link to Comment
  • CenturyLink: How A 7% Yielder Hit Into A Triple Play [View article]
    CorvetteKid,
    Thank you for good article. CTL management is NOT consistent at least about dividends. Nevertheless I decided to hold till spring 2015 to see that happens (CTL is ~ 1% of my portfolio, so it is not big deal for me).
    SDS
    Feb 15 10:44 AM | 1 Like Like |Link to Comment
  • Can Student Transportation Maintain Its 8.6% Annual Dividend Yield? [View article]
    I think title is funny at least. Company can maintain dividend but not yield (it is up to market). So how creditable is the author?
    Feb 14 09:29 PM | Likes Like |Link to Comment
  • Does Dividend Growth Rate Or Yield Vs. Historical Average Yield Indicate Value? [View article]
    Richard,
    Thank you for good article.

    I think most important piece of information is missing - relation between 1-year target price and real price after 1 year (i.e. how good are predictions)
    If there is a strong correlation you can do studies like outlined in the article ( IMO combined DGR + Y metric will be useful also). If target and real prices are not correlated you need IMO explain rationality of the study.

    SDS
    Feb 14 08:59 PM | 2 Likes Like |Link to Comment
  • Investing In Japan Beyond The Platitudes [View article]
    Can you explain your statement about NTT vs. DCM please?
    Feb 14 02:59 PM | Likes Like |Link to Comment
  • CenturyLink Shocks The Market With Its Dividend Cut [View article]
    Oppss...... now I have less companies with YoC >10% in my IRA. Well, I'll wait couple years to see that they will do after 2/13/2015 (see http://bit.ly/11IFRlJ) and how many weak hands they found for 2B$ buyback (IMO buybacks are bad - see http://bit.ly/XRf3gk). Anyway CTL is ~ 1% of my holdings, it is not in red (yet?) in my books, and I cannot touch my IRA for more than couple years....
    Feb 14 10:39 AM | Likes Like |Link to Comment
  • 5 Reasons I Will Add An ETF To My Asset Allocation In 2013 [View article]
    Emerald,
    I'd look on a conglomerate like GE, SI, etc...
    Feb 13 01:43 PM | Likes Like |Link to Comment
  • 5 Reasons I Will Add An ETF To My Asset Allocation In 2013 [View article]
    I'm mostly a dividend growth investor (DGi). Because S&P500 is the only reasonable choice in 401K - I park money there. But I doubt that S&P500 is best ETF for a DGi because
    a) most of DG stocks are from US;
    b) many DG stocks are in S&P500;
    c) so I think almost any DG portfolio is STRONGLY correlated with S&P500.

    So, what are alternatives?
    SDS
    Feb 13 11:04 AM | 3 Likes Like |Link to Comment
  • My Mad Method: Replacing The MLPs In My IRA, Part 1 [View article]
    J.D. - thank you for answer.
    As far as I remember I did dividend capture with couple MLPs in IRA (so I sold them within ~< 0.5 year with small profit ~<5%) and I do not recall any tax issues.
    I just think we need real expert article before make any movements with MLPs between IRA and regular accounts.

    NAPTP (National Association of Publicly Traded Partnerships) points to http://onforb.es/HTVCbn paper on the topic. I didn't read it yet (it was a hard day....)
    SDS
    Feb 13 01:21 AM | 2 Likes Like |Link to Comment
  • My Mad Method: Replacing The MLPs In My IRA, Part 1 [View article]
    1. I do NOT know taxes well.
    2. Taxes knowledge is unclear from rlp2451 profile but it seems rlp2451 knows about MLPs more than I.
    3. I keep MLPs in IRA because
    a) average YoC from MLPs is quite high and I don't want to pay taxes on distributions;
    b) for me a chance to have UBTI>1K$ is less than 1%;
    c1) cost of any IRA position is assumed = 0 by IRS so money from IRA = ordinary income (as far as I know);
    c2) I hardly imagine a case that basis of my MLPs drops below 0$;
    d) I don't know future tax rules and have several years to moment I have deplete IRA (according to current tax RMD schedule);
    e1) probability to be wrong is ~ 50% in each trade, so why move?;
    e2) each move makes sure money for your broker not sure money for you.

    SDS
    Feb 12 03:13 PM | 3 Likes Like |Link to Comment
  • Can An Intelligent REIT Investor Over-Diversify? [View article]
    Brad,
    It is indeed good article on important IMO topic but I lost in the middle...
    To what parameter(s) should REIT investors to diversify in your opinion?
    SDS
    Feb 12 01:12 AM | Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio [View article]
    The Part-time Investor,
    Thank you for sharing your real portfolio in contrast with some SA writers who report demonstration portfolios only.
    It would be nice if you provide ticket symbols for all your stocks.
    Good luck!
    SDS
    Feb 11 10:31 PM | Likes Like |Link to Comment
  • An Algorithm To Compare Dividend Growth And Dividend Yield [View article]
    Dividend Dilettante,
    Thank you for good article. Please don't be frustrated by my comment (the reasons in my SA profile) but some of assumptions you used seems too naive (see my SA blog for details) so Chowder simple rule probably gives the same quality answers.
    Please remember that you can control ONLY initial yield, BoD controls to some extend DGR, and in 35years span market controls total return of diversified portfolio.

    Good luck!
    SDS
    Feb 11 12:27 PM | Likes Like |Link to Comment
  • Why Investors Should Be Cautious Of 'Artificial' Dividend Growth [View article]
    Integrator,
    Thanks for good article.

    1) Even worse scenario exists in Ponzi Like Dividend Champions - see http://bit.ly/WeEllw.
    2) Should a DGi worry if his/her YoC>10% and company freezes dividends because of flat earnings at reasonable payout ratio?

    SDS
    Feb 11 12:16 PM | Likes Like |Link to Comment
  • How To Properly Think About Stock Prices In Today's Volatile Markets [View article]
    Chuck,

    Thank you for good article. IMO there 2 types of hope in stock investing:
    a) hope to find a next fool who will pay for stock more than you paid;
    b) hope to find a company who will pay you for stock more than it paid.

    I'm mostly in the b) category which is often called as dividend growth investing and for me price fluctuations are less important than for a) category investors.

    SDS
    Feb 9 02:52 PM | 1 Like Like |Link to Comment
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