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SDS (Seductive Dividend Stocks)

SDS (Seductive Dividend Stocks)
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  • My 'Buy-The-Dip' High-Yield Portfolio: Security Selection [View article]
    S.C.
    It seems that you are doing kind of value investment with limited diversification in this portfolio. I'd concern about diversification....
    SDS
    Jun 30 04:10 PM | Likes Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth Revisited - Does It Matter? [View article]
    S.C.
    Thank you for good article. I didn't read comments so probably say nothing new..., anyway:
    My analysis of about 30,000 stocks around the globe shows that HY companies often have linear DG pattern while exponential DG pattern usually comes with low yield /see my SA blog/. Also it is quite difficult for company to held constant DGR during several years. So your modeling is nice but should be taking with grains of salt.
    SDS
    Jun 30 04:03 PM | Likes Like |Link to Comment
  • The U.K. Sweet Sixteens [View article]
    Hi Nick,
    Thank you for good article.
    I'd agree that some UK companies have perfect dividend history but unfortunately their liquidity in US markets are quite bad (for some ADRs) and big premium is "attached" esp. for OTC shares.
    Do you know is it possible to have limit order with "All or None" feature active for more than 1 trading day at LSE (main and AIM)?
    SDS
    Jun 30 02:53 PM | Likes Like |Link to Comment
  • Are Dividends A 'Bonus'? - Yet Another View [View article]
    Counterpoint
    Thank you for the good analysis. I think such perfectly regular pattern might be due to SPY policy of dividend distribution (I do not know it).
    SDS
    Jun 7 12:51 PM | Likes Like |Link to Comment
  • My Dividend Growth Portfolio's 6th Birthday Report [View article]
    DVK,
    Congratulations with good results! IMO 5-6 years is the right period to analyze a dividend portfolio (i don't understand why some folks do it too often).
    SDS
    Jun 3 05:00 PM | Likes Like |Link to Comment
  • The Benefits Of Dividends To Risk-Conscious Investors [View article]
    T Rail,
    Thank you for good article.

    I think you have a variant of high-yield (HY) investing: if you buy a stock with reasonable dividend history (e.g. flat dividends in last 10+ years) at good price (i.e. HY) your payback period is short. To some extend this is also long-term version of "fool free money" - see http://bit.ly/wUM47n

    One point to verify is "All dividends and all prices are inflation-adjusted to 2013 values assuming an annual price increase of 2.5%" - How did you do it, esp. for prices? Did you assume that you need to pay 100 of 2013 dollars for stock which had price e.g. 75$ in 1996? Did you assume that 100$ dividends received in 1996 worth 75$ today?
    (I didn't make calculations so 75 is just estimated number)
    SDS
    May 28 10:27 AM | Likes Like |Link to Comment
  • REIT Investing For Dividend Growth Investors: A Prospective Study [View article]
    PTI,
    Thank you for good study.
    Did you consider price change ONLY in calculation of annual returns in 1st table?

    Few notes:
    Formation of a quasi-ETF save investor money in long run if she/he trades rarely /http://seekingalpha.co....

    IMO spikes in income graphs are good - I like to get special dividends and consider them better than shares buybucks (later are not often for REITs) - see http://seekingalpha.co...

    Since you have quite valuable books I hope you can perform similar study or MLPs.

    SDS
    May 26 08:59 AM | Likes Like |Link to Comment
  • Corporate France Up For Sale: Who's Next After Alstom? [View article]
    A View from Europe
    Somehow this article classified as "Income Investing Strategy" (I guess SA editors made mistake). So you might miss right audience.
    SDS
    May 15 01:38 AM | Likes Like |Link to Comment
  • Dividend Investing During The Financial Crisis [View article]
    More detailed info about dividend histories of DG firms from CCC list reconstructed to January 2008 is in http://seekingalpha.co....
    Older data are in http://seekingalpha.co... and it continuation.
    We indeed faced strongest crisis in last 70 years.
    Dividend cuts from banks gave enough data to learn - http://seekingalpha.co...

    SDS
    May 13 08:12 PM | Likes Like |Link to Comment
  • Managing Low Conviction Positions - Feedback And Strategy [View article]
    Bob,
    Thank you for the follow-up. It is my dream that SA authors who got more than 100 comments to an article provide a feedback. Unfortunately not all SA readers have time to navigate through all comments....
    SDS
    May 13 07:49 PM | Likes Like |Link to Comment
  • International Equities With 10+ Years Dividend Growth: UK Edition [View instapost]
    FinancialStorm

    Thank you for answer. I agree that div. should be treated in local currency. I don't have bloomberg terminal so I checked some ADRs traded on OTC in USA. Unfortunately results are not so good:
    FTUAF - no trade in 2014
    MRGUY & PYHPY & RPCGF didn't pay dividends in 2013
    I think these my statements should be verified with broker.

    If you still have access to bloomberg it would be useful to update the table (it is almost 1 year old) and check other countries. Information about dividends (e.g. how many years firm did DG) seems me quite useful.
    SDS
    May 13 01:21 PM | Likes Like |Link to Comment
  • International Equities With 10+ Years Dividend Growth: UK Edition [View instapost]
    Thanks a lot for useful list. What are the sources of information behind esp. for claim of DG >= 10 years?
    SDS
    May 13 11:01 AM | Likes Like |Link to Comment
  • New Purchase - ROST [View instapost]
    Thanks for the blogpost.
    Good luck!
    May 13 01:35 AM | Likes Like |Link to Comment
  • Don't Be A 'Moody Fellow' When Modifying Portfolio Risk [View article]
    David
    Links to RBC paper inside article doesn't work. Also there is no link in your comment from 12 May, 06:59 PM . Please fix it.

    English isn't my native and I thought it will be about credit rating from you title 'Moody Fellow' 8-)
    SDS
    May 12 08:34 PM | Likes Like |Link to Comment
  • Why Selling A Few Shares Is Not The Same As Getting A Dividend [View article]
    ads7w6,
    Yes small investor usually cannot change anything when formal voting takes place. Not everything is formal /http://seekingalpha.co..., and here small investor has the same power as institutes.
    SDS
    May 9 01:16 AM | Likes Like |Link to Comment
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