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Bob1773

Bob1773
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  • Should I Have Followed My Advisor's Advice? [View article]
    The post 2008 period is not valid for many comparisons but stocks out perform in the long run. Your strategy provides you with an exceptional opportunity for return but would be very expensive and inefficient in a taxable account where taking gains and paying your taxes on them reduces your yield. You become locked into lower dividend stocks because selling them and paying your tax on the gain can have a three year pay back period to recover the capital gain taxes that you have to pay to move into a higher yielding stock. The same concept is true for rebalancing. Taxable accounts dramatically increase the complexity of investing. You have done a great job with your portfolio but the simplicity of a non taxable account reduces the inefficiency. Keep up the good work.
    May 24 08:17 AM | 3 Likes Like |Link to Comment
  • How Do You Manage Your 'Low Conviction' Positions? [View article]
    This is probably the most difficult part of investing. Thanks for your insight.
    May 7 04:15 PM | Likes Like |Link to Comment
  • Economic Consequences Of Income Inequality [View article]
    The government's concerted efforts to reduce wages of the middle class and the working poor and to push income taxes down into the middle class will be more damaging than I suspected. And, I suspected that the results of the continuing governmental efforts would end up pretty bad. Nice article. Now I am really depressed.
    Mar 24 08:03 PM | 1 Like Like |Link to Comment
  • The Greatest Danger For Stock Investors Today [View article]
    Thank you for a well thought out, well presented article. I had not realized that we were at 18 times trailing earnings. That is sobering. I suspect that being a "stock picker" is going to become more important in the months and years ahead.
    Mar 22 08:41 AM | 1 Like Like |Link to Comment
  • Selecting Stocks For My Second Quarter Watch List [View article]
    A very well written, well thought out and researched, and well presented article. You owe it to your loyal readers to do a comprehensive EBook to guide them step by step through your entire process. You have developed a systematic dividend growth methodology that will serve dividend growth investors and, in fact, all investors, well. Congratulations on developing a truly great dividend growth investment approach. Someday Seeking Alpha readers will quote the "Wells Rule" when talking about dividend growth methodology. Sorry Chowder.
    Mar 22 08:29 AM | 4 Likes Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Decisions - Part 2 [View article]
    I like your approach to dividend growth investing. You should write an eBook to give your readers a more "how to" than you can give them in a short article.
    Mar 15 09:20 AM | 2 Likes Like |Link to Comment
  • Total Dividend Return Will Guide My 2014 Investment Decisions [View article]
    Your best article yet.
    Mar 7 08:55 AM | Likes Like |Link to Comment
  • Stocks Are Two-Faced, And One Is A Pathological Liar [View article]
    Thank you for a great article. It is too easy to get dragged down by the emotion of the market and lose perspective as a result. PS. I like your professor.
    Mar 7 08:25 AM | 2 Likes Like |Link to Comment
  • A Bulletproof Dividend Growth Portfolio For 2014 [View article]
    Bob, my portfolio has been influenced by Jim Cramer. I have a fully diversified portfolio now. I diversify by industry, market cap, risk level, and foreign exposure. Dividend stocks and dividend growth are a decreasing segment of my portfolio because I am essentially a value investor and it has become very hard to find value in dividend growth stocks. I have beaten the market two years in a row now, I think because I approximate the divrsification of the S&P 500 except I buy stocks that appear to be undervalued. I liked your article because you appear to have a value element to your dividend growth investing. Most dividend growth investors seem to ignore valuation.
    Jan 19 09:02 AM | Likes Like |Link to Comment
  • Why Dividend Cuts Can Make Stocks Attractive [View article]
    Bravo. There can be opportunity in dividend cuts but only if they free up funds for effective investment in the company's business plan. They can also obviously be a sign of weakness and a danger signal. It takes a lot of work to decide which is which but it can be a signal of an opportunity.
    Jan 12 09:32 AM | 2 Likes Like |Link to Comment
  • Value Can Still Be Found In This Market: 5 Examples [View article]
    It is the dividend growth vs. total return question again. Dividend growth stocks that are fairly valued will have a greater total return over time or at least Thai is my dividend growth investment philosophy.
    Jan 12 09:18 AM | Likes Like |Link to Comment
  • Value Can Still Be Found In This Market: 5 Examples [View article]
    You get it.
    Jan 12 09:13 AM | Likes Like |Link to Comment
  • Boeing: 50% Dividend Hike Good, Buybacks Destroy 30% Of Shareholder Value [View article]
    We will know the answer this question. If BA is $200 in three years, management is a hero. I had a really hard time buying BA 30 percent ago. It appeared to be ahead of itself. In retrospect, it appears that it was not overvalued when I bought it. I do love the dividend vs. buy-back debate. They are both ways of returning after tax value to shareholders. If I could be dictator for a day, I would make dividends deductible at the corporate level and fully taxable at the shareholder level except for say $10,000 which I would exempt from tax. I believe that a rational tax system is very important.
    Jan 12 09:05 AM | Likes Like |Link to Comment
  • A Bulletproof Dividend Growth Portfolio For 2014 [View article]
    Very nice. This is the best dividend growth analysis I have seen.
    Jan 9 09:25 AM | 2 Likes Like |Link to Comment
  • Value Can Still Be Found In This Market: 5 Examples [View article]
    PS. DE and LLL look like value traps to me. The analyst's con-census looks for a decline in EPS in 2014 and a decline in stock price with ratings over three. I have lost too much money betting against the consensus.
    Jan 4 10:14 AM | Likes Like |Link to Comment
COMMENTS STATS
93 Comments
151 Likes