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  • Dividend Contenders Smackdown XL [View article]
    People like companies that have increased their dividends for multiple decades (Champions). They are proven and their dividend policies are about as secure as they can be, so they are a safe place for new money, but investors most likely have missed out on a lot of those years of dividend increases.

    People are also interested in companies that have demonstrated a serious commitment to increasing dividends, but still offer the opportunity to "get in" before multiple decades of dividend growth have occurred (Challengers). They want to be there for the dividend growth ride.

    Contenders fill an uncomfortable spot in the middle. Not as established as Champions, but also not offering as much hope as Challengers for an extended dividend growth ride.

    I'll attempt an analogy. In the trash hauling space, Waste Management ( is the big dog and could be considered a Champion. Lots of people invest in WM, myself included, but we recognize that growth prospects are somewhat reduced because it is already the biggest . Some investors are interested in some of the smaller players, such as Veolia (, that offer the opportunity for multiple years of growth. The second fiddle is Republic Services (, which is a very fine company, but it doesn't capture the imagination of either of the two types of investors that I mentioned.

    Just my humble opinion, but it makes sense to me and jives with the data that you're seeing.
    Jul 12, 2013. 09:33 AM | 2 Likes Like |Link to Comment
  • Dividend Challengers Smackdown XL [View article]
    I've enjoyed this series for quite a while and it will be missed. Thank you for all of the hard work that you've done to both show us how its done and educate us.

    I'll look forward to any future contributions.
    Jul 12, 2013. 09:05 AM | 1 Like Like |Link to Comment
  • How Blue-Chip Dividend Investors Can Diversify Into More Wealth [View article]

    Thank you for both answering my question and educating me about the S&L crisis. Responses such as this are one of the reasons that I appreciate the SA community.

    May 2, 2013. 10:21 AM | Likes Like |Link to Comment
  • How Blue-Chip Dividend Investors Can Diversify Into More Wealth [View article]
    Nice article, Tim.

    Rock-solid blue chips are great and I own my fair share. Diversification is also useful, and I practice that as well. I'm glad you wrote about it, but that isn't what leads me to post.

    I'd like to take a different look at something you presented and hope that you, or another of the knowledgeable SA souls, can shed some light on it for me. What happened around 1978 that so markedly affected government bonds? The chart looks like it is showing a knee, or inflection point, that diverges from the government bond trend line up to that point. Was there some watershed event that significantly changed the investment outcome (relatively speaking) for government bonds? Is that about the right time for the S&L crisis that I've heard about, but am too young to remember?
    Apr 30, 2013. 12:07 AM | Likes Like |Link to Comment
  • What Does Buffett See In Heinz? [View article]
    I own BRK.B and I'm excited that HNZ will enter the fold. While I would prefer a dividend from Berkshire, and I'm sure many others would as well, this is an example of why BRK.B makes it into my portfolio as the only non-dividend company that I own.

    I looked at HNZ, but it was too expensive for me from a P/E perspective. I understand that things are different when you are investing multiple billions at a time, so it was a better fit for a big fish like Buffet. I'm a little fish and I'll take my multiple non-billions in search of other opportunities.
    Feb 19, 2013. 07:04 PM | Likes Like |Link to Comment
  • Life Well As Other Stuff... [View instapost]
    I enjoy your articles and look forward to reading them, whenever you get a chance to write them.

    I'm sorry to hear about your difficulties and hope that life settles down for you moving forward. Happy holidays!
    Dec 27, 2012. 12:21 AM | 3 Likes Like |Link to Comment
  • Dividend Yield Vs. Dividend Growth: AT&T Or ADP? [View article]
    Besides the fundamentals of ADP, that very issue is one of the big reasons that I invested. Interest rates can stay low for a given amount of time, even a long time, but they can't stay low forever. If/when interest rates finally go up, ADP and BRK will make a significant amount of money that isn't currently baked into the stock.

    I like ADP for what it is today, but I'm excited for what I think will happen to earnings (and therefore share price and dividend) when rates revert to the mean.
    Dec 4, 2012. 03:09 PM | Likes Like |Link to Comment
  • Educate Yourself To The Investing Opportunity In John Wiley & Sons [View article]

    As usual, I thoroughly enjoyed your article and the work that you put into it. I always appreciate the opportunity to learn something or broaden my perspective, and this article certainly has me intrigued.

    I realize that John Wiley & Sons has a lot going for it and certainly seems undervalued based on their performance history. When I look at their brands (Cliff Notes, For Dummies, Unofficial Guides, etc.), I think of printed publications, so is it possible that some of their current discount is attributable to their apparent reliance on print media? Newspapers were great investments until technology severely undercut their business model. Is there any indication that technology may inpinge on JW-A's business model? Have they been at the forefront of technology, using it to maintain/promote their brands and possibly improve margins?

    Dec 4, 2012. 02:42 PM | 7 Likes Like |Link to Comment
  • My Mad Method: What Next To Buy, And Why? - November, 2012 [View article]
    If you don't mind my asking, which brokerage do you use to get such low commissions? Are those rates permanent or part of an initial "sweetener" to encourage new accounts? Anything else I might need to know (minimum account balance of $10, 25, or 50k) to qualify?

    I certainly wouldn't mind reducing the friction costs. I use E-Trade right now, which DRIPs for free, but for $1 it becomes much more economically viable to self-direct reinvestment based on which security is trading at a discount.

    Nov 7, 2012. 01:34 PM | 1 Like Like |Link to Comment
  • Why You Should Hold Your Dividend Stocks in Tax-Sheltered Accounts [View article]
    A classic article and worth revisiting from time to time. Glad you linked it in your recent comment on another tax deferral article.

    Oct 28, 2012. 10:47 AM | 1 Like Like |Link to Comment
  • 3 Perfect Dividend Stocks [View article]
    Here is some additional info:

    Sept 12, 2012
    Acquisition of GAS Tecnologia (GAS). Headquartered in Brasilia, Brazil, GAS is a leading Internet banking, online payment and mobile banking security company. It serves many of the country's leading financial institutions and protects nearly 70 percent of Internet banking transactions in Brazil.

    October 22, 2012
    Acquiring Altus, a Turkish company that provides information technology services to the financial sector.
    Oct 23, 2012. 02:07 PM | Likes Like |Link to Comment
  • 3 Perfect Dividend Stocks [View article]
    As DBD is a stock that I'm interested in, I read up on it last week. One article indicated that they are involved in online banking and had just purchased a company that is leading the charge to online banking in Brazil.

    If that is the case, then they seem to have a firm foundation in the present and are mindful of future growth areas.

    I'll see if I can find that article.
    Oct 23, 2012. 01:59 PM | Likes Like |Link to Comment
  • Why A123 Systems Is A Buy And Offers 700% Upside Potential Over The Next 3 Years [View article]
    I was looking forward to tracking this article over the next couple of years. Bankruptcy sure did bring a premature conclusion to the 700% upside claim. Bummer.
    Oct 17, 2012. 05:05 PM | 1 Like Like |Link to Comment
  • Why I Write About High Yield... But Am Not A Demagogue About It [View article]
    Excellent article. Thank you for writing it!
    Apr 27, 2012. 11:54 PM | 2 Likes Like |Link to Comment
  • Retirement Portfolio For Do It Yourselfers: A Winning Combination Of DG Stocks [View article]
    Excellent discussion. Are there any other stocks that you guys use as bank accounts? I see the simplicity of a healthy dividend from a utility(yield and relative security), but are there any others you guys use (or would consider) for "bank account diversification" or a monthly dividend payment cycle?

    Apr 3, 2012. 11:31 PM | Likes Like |Link to Comment