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  • Get Your Dividend Growth 'Off The Grid' - In Canada [View article]
    OK, one of us is crazy and I'm willing to admit that it's me, but let me at least present my evidence:

    Your article says, in part:

    I have, for a while, maintained a master list of sorts for Canadian investments. According to various investment metrics I gave each issue . . . . . . .

    The term "master list" is highlighted in blue text and is hyperlinked to a spreadsheet entitled "FPI Rated CanCorps".

    Here's what I see on the same lines as you have above. Please note that what is to follow is cut and pasted from that spreadsheet:

    #15: A&W Rev. Royalties TRUST
    #26: Canadian Apartment Prop…
    #28: Canfor Pulp Products, Inc
    #34: Cominar Real Est. Inv. Trust
    #39: COMPASS Income Fund
    #42: Chartwell Sr. Housing Real…

    As you can see, that linked spreadsheet and whatever it is you are looking at are indeed different. I think this may explain why I'm not the first person who has been unable to find something, to which you have appeared to be puzzled.

    Is this the wrong link?????


    Oct 17 09:31 PM | Likes Like |Link to Comment
  • Get Your Dividend Growth 'Off The Grid' - In Canada [View article]
    Five Plus, you've generated a metric tonne of interest (pun intended, of course).

    I have read your article several times and most of the comments. I searched the spreadsheet and did a "FIND" for the word "bank" and nothing about specific Canadian banks comes up.

    I am quite new to this, but I nevertheless have positions in Bank of Nova Scotia and Canadian Imperial Bank of Commerce. Trying to get some financial exposure, and I simply couldn't find anything in the U. S. in this sector worth owning, not to mention Europe (plug your nose) and Latin America (double-plug your nose).

    Why do you not mention the more stable Canadian banks, or did I miss something? If so, I apologize. Are these good positions to have and, if so, how often do they pay their dividends. I can't find that info, at least in the time I've spent.

    My money is in a tax-sheltered IRA, so buying and selling is not a problem.


    Oct 16 07:44 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: What If? [View article]
    jdh44, this sort of help is what makes Seeking Alpha so valuable to all of us. Thanks for the links. A veritable treasure trove of information.

    Oct 14 08:32 PM | 1 Like Like |Link to Comment
  • Silver Wheaton - A Good Long-Term Play, But Wait For A Pullback Before Jumping In [View article]
    heliskier, in 1979 I became involved in a ostensibly legal solar energy limited partnership. It was really more like an investment club. I had only been out of school a half dozen years and my wife and I sunk everything we had in it. We were going to avoid taxes (legally) and make huge gains. It was started by a CFA, who also had a law degree in taxes. We thought we were on solid ground. Then the solar craze of the 70's began to unwind and we had difficulties getting the solar panels on schedule, finding leases, etc.

    To make a long story short, we ended up in a 3 year lawsuit with the IRS, which we won in principle, but still cost us a bundle because of interest on the portion we did lose.

    That's the last broker/financial adviser I ever spoke with.

    I bought a bunch of silver with what I had left (at $7 per ounce), then waited 30 years to reap the rewards.

    I also added to my silver holdings up to about $15/ounce, plus SLW.

    In retrospect, the huge loss we took in 1982 has been made up many times over, managing my own money since then.

    Call it dumb luck, but circumstances put me in a position to manage my own money, far earlier than I would have done otherwise.

    Good luck going forward. That's what counts the most.

    Oct 14 07:01 PM | Likes Like |Link to Comment
  • My Retirement Income Portfolio Quarterly Review - Part Two [View article]
    Bob, wonderful, down-to-earth assessment. Would you please let us know when and what you decide to do with your cash from Unilever?

    I'm certainly interested in your every move. Your cautious, measured approach is something that I find refreshing.


    Oct 13 10:46 PM | Likes Like |Link to Comment
  • An Oversold And Undervalued Defensive Dividend Stock [View article]
    Possibly a hidden gem.

    You fail to mention whether or not you have a position??
    Oct 13 09:51 PM | Likes Like |Link to Comment
  • Seeking The Holy Grail Of Yield [View article]
    Great article Mr. Gold.

    Perhaps you can help with a question. I would like some MLP exposure and my investable money is all in a tax-sheltered (rollover) IRA.

    How are K-1 forms treated in such an account?

    Thanks in advance,

    Oct 12 08:16 PM | Likes Like |Link to Comment
  • Automatic Data Processing Dividend Stock Analysis [View article]
    Good analysis. Another of those DGI stocks, which is "priced to perfection". One small hiccup and it has nowhere to go but down. Better to wait for a pullback or look elsewhere.

    Oct 12 07:50 PM | Likes Like |Link to Comment
  • Seeking Value In Global Large-Cap Banks [View article]
    I prefer CM and BNS. Good, old-fashioned banking.

    Oct 12 07:47 PM | Likes Like |Link to Comment
  • Silver Wheaton - A Good Long-Term Play, But Wait For A Pullback Before Jumping In [View article]
    Too late to wait for a pull back before jumping in. I bought an embarassing huge amount many years ago in the teens.

    Oct 12 07:34 PM | 1 Like Like |Link to Comment
  • Does Entry Point Matter To A Dividend Growth Investor? [View article]
    Good article, but no surprises, especially given the huge swings between the lows and the highes.

    Hey, in the long run it really makes no difference whatsoever as to what price one pays for a good stock.

    However, as John Maynard Keynes said:

    "In the long run, we are all dead."

    Oct 12 07:32 PM | 1 Like Like |Link to Comment
  • Dividend Growth: More Important Than Yield? [View article]

    Over the last month, I was beginning to feel a bit guilty about owning higher-yield dividend stocks such as PPL, SO, and SDRL. The articles here were definitely leaning towards the CCC approach, and "slow, but steady".

    Now I don't feel so bad after reading your article.

    While your intent may have been to show that buying lower-yielding, fast-dividend-growing stocks makes more sense, it appears to me that the conclusion I draw is quite the opposite.

    Thanks to Jeff Paul's clarification of your data, 14 years is an eternity for someone as close to retirement as I am.

    Thanks for the article, although the conclusion I draw is that I prefer "the bird in the hand (higher yield) rather than "two in the bush (fast dividend growth)".

    Especially in this insane economic environment we find ourselves in today.

    Oct 12 02:49 PM | Likes Like |Link to Comment
  • For Dividend Growth Investors - Now Is Not The Time To Buy [View article]
    I agree. Buy when everyone else is selling and sell when everyone else is buying. You have to be a contrarian to beat the crowd. Companies like CLF are worth watching, because the world can't exist without steel and steel can't be made without iron ore. Patience, patience, patience!!

    Oct 3 08:23 PM | Likes Like |Link to Comment
  • For Dividend Growth Investors - Now Is Not The Time To Buy [View article]
    Finally a truly sane article about DGI. No one can argue about the cold, hard facts you've shown concerning PG and JNJ. I have been saying for months that I can't find anything to buy, yet I keep seeing all kinds of articles on this website touting this and touting that.

    I believe in the old saying that you "have to live to invest another day". Throwing money at hot stocks (DGI or otherwise) is a fools game and you can have your principal evaporate pretty fast. I know because I was that fool during 1998-2000. Luckily in the end I made some money (I got out before I lost all of my gains I had made), but I can't believe I was buying internet companies with no earnings and no near-term hope of positive earnings.

    This is truly wise!


    Oct 3 08:17 PM | 2 Likes Like |Link to Comment
  • Popular Dividend Companies And Their Payout Ratios [View article]
    Fresh information! Great to know.

    Oct 1 10:21 AM | Likes Like |Link to Comment