Seeking Alpha

SDS (Seductive Dividend Stocks)

SDS (Seductive Dividend Stocks)
Send Message
View as an RSS Feed
View SDS (Seductive Dividend Stocks)'s Comments BY TICKER:
Latest comments  |  Highest rated
  • The Day I Held Everything [View article]
    China puts 100 scientists in a project where US can afford to put only 2, in result they patent now probably more than anybody in the world. Also China steals a lot of IP.
    SDS
    Jul 31 05:46 PM | Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    WhitneyB
    IMO you nee to check if the "Risk Analyzer tool" measures risks important to YOU not to anybody who use this trading platform. Usually such tools are pure GIGO to fool customers.
    SDS
    Jul 31 01:17 AM | Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    Buyandhold 2012
    2 provocative questions for you
    a) did you sell anything you own e.g. at ebay 8-) ?
    b) can you share how do you make initial stock selection, please?
    SDS
    Jul 31 01:05 AM | Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    Loopman
    1) I agree with Adam on role of ETF vs individual stocks.
    2) I don't have 100M$ but I guess diversification for 300K$ and 100M$ should be almost the same. The problem which starts at/after 100M$ is "micro-caps". Investment of 1M$ in a microcap might shift it price.
    SDS
    Jul 31 12:42 AM | Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    Martin
    Are you seriously think that a small investor can be expert in all these assets? I know that ETFs help to avoid know details but there is no serious recipe how mix this salad for future (everybody knows the best mix for past).
    DGI does not required micromanagement and with some automation (thanks to VBA in MS-Excel) it takes almost the same time for monitoring 10, 50, 100 stocks or whole CCC list.
    SDS
    Jul 31 12:37 AM | Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    If black swan "eats" 1 of 100 companies you own, you might still sleep well.
    If black swans "eat" whole US economy (can happens if US citizens continue to elect idiots to White House), nothing protects any investor in US economy regardless of "preparation".
    SDS
    Jul 31 12:29 AM | Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    Robert Allan Schwartz collected data on DGR variations for many firms at http://bit.ly/u9sdB8 and published few SA articles but somehow he cannot combine data into single MS-Excel like table (and I'm too lazy to do it). With such table I can use statistics software from SAS Institute for comprehensive analysis. Although it is possible to "identify optimal mixes of stocks/stock types that maximized cash flow/yield potential over certain time periods" I believe that limited time frame there data are available (see dividend heritage project - http://seekingalpha.co...) plus common "past performance does NOT..." kill this idea.

    SDS
    Jul 30 12:36 PM | Likes Like |Link to Comment
  • A Diversification Dissertation For Income Investors [View article]
    Link is http://seekingalpha.co...

    Somehow SA change my to DG ("HY") /i.e. div growth /high yield) (NYSE:HY) - I have no idea about stock HY....

    SDS
    Jul 30 12:25 PM | Likes Like |Link to Comment
  • If Dividends Reduce Intrinsic Value, Will Dividend Investing Become Inferior? [View article]
    Although standard financial assumption is that stock price is reduced by dividend (and stock exchanges do it), reality is quite different - price drop is significantly less than dividends even with taxes in consideration /see e.g. "Ex-Dividend Day Stock Price Behavior - The NASDAQ Evidence" (abstract is posted at http://seekingalpha.co...)/.

    It is well known that a broad stock market index /like S&P500/ with reinvested dividends has long-term value at about 100 times larger than the same index without reinvested dividends. Moreover dividends and their growth represent the major part (~ 95% in long run) of total stock returns (http://seekingalpha.co...).

    Although I believe that ad hoc Fama-French 1992 model and following multi-factor constructions are just data fitting examples, it is possible to assign new risk factor to dividend payers and show that on academic risk/reward basis DG investing is not superior to total return of a broad market index (and without proof I think it is correct). Anybody can play this multi-factor game but IMO result is irrelevant for many DGis.

    SDS
    Jul 29 08:31 PM | Likes Like |Link to Comment
  • How Long Can High Dividend Growth Last? [View article]
    Just a though: very high numbers (e.g. > 100) in R A S graph might reflect momentum stocks.
    Jul 26 07:55 PM | Likes Like |Link to Comment
  • Does Higher Dividend Growth Lead To Higher Dividend Income? [View article]
    Robert,
    Thank you for good research. I didn't read comments, so probably say nothing new, anyway it seems me that without initial yield the picture your brushed isn't complete.
    SDS
    Jul 25 08:31 AM | Likes Like |Link to Comment
  • No Fees Please! Create Your Own 'Mini-ETF' [View article]
    Mike,
    Thanks for good article. I think you made mini mutual fund because you are not going to trade your portfolio any second during biz. hours, aren't you?

    On the top of fees (see also http://seekingalpha.co...) any open-end fund including ETF has the money in/out flow problem which can be also avoided by DIY investor.

    On another hand it would be hard for DIY investor to create complete US banks fund.

    SDS
    Jul 23 01:00 AM | Likes Like |Link to Comment
  • National Bank Of Canada Is A Canadian Dividend Darling [View article]
    Livio
    Thank you for analysis. NTIOF is traded in USA via OTC. Are US investors in NTIOF entitled to receive ALL dividends the bank pays on ordinary shares?
    SDS
    Jul 22 12:42 AM | Likes Like |Link to Comment
  • Forecasting Dividend Growth To Better Predict Returns [View article]
    What is the difference between the dividend-price ratio and dividend yield /more common name/?
    What is relation between the paper authors and this SA author?
    SDS
    Jul 21 12:17 PM | Likes Like |Link to Comment
  • Retirement Strategy: Grow Your Income Without Spending More Money [View article]
    Hmmm.... Nothing new to compare with mix of DG and HY stocks....
    SDS
    Jul 20 11:31 AM | Likes Like |Link to Comment
COMMENTS STATS
3,178 Comments
2,337 Likes