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L1329-8

L1329-8
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  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    maybenot,

    "Let 'er rip!" Was that a typo? Did you mean to say, 'Let 'er drip!' ?

    ;-) Just teasin' ya.
    Dec 18, 2014. 10:49 AM | 1 Like Like |Link to Comment
  • It's New! It's Nifty! It's The Dividend Growth 50! [View article]
    Aw, come on, Mike. Back when you were working for a living, did all your readers actually read your entire article (or just the headline) before they started agreeing or disagreeing with ya? ;-)

    Seriously, nice piece. It'll be interesting to follow along (even though, considering your 'rules', I'm pretty sure the outcome is known. (++)
    Dec 18, 2014. 10:40 AM | 1 Like Like |Link to Comment
  • Dividend Growth Investing FAQ [View article]
    Dave,

    Not sure what you are replying to with this comment? BUT, a very nice comment. Good on you ~ BOTH of you! :-)
    Dec 18, 2014. 09:38 AM | Likes Like |Link to Comment
  • BHP Billiton: A High-Yielding Wait For The Iron Ore Turnaround [View article]
    I'm not a fan of only getting paid twice a year. Still ........ it IS getting hard to ignore.
    Dec 14, 2014. 02:56 PM | Likes Like |Link to Comment
  • Dividend Growth Investors Focused On Income Earn Higher Total Returns [View article]
    Understood. Thanks.
    Dec 14, 2014. 02:16 PM | Likes Like |Link to Comment
  • Dividend Growth Investors Focused On Income Earn Higher Total Returns [View article]
    Dale,

    "Investors should investigate those authors and investors though, and decide for themselves ..."

    For quite some time I have read many of your various articles and comments. There usually seems to be a suggestion of value in your thoughts that always remains, tantalizingly, just out of reach. You make me think but have never "sold" me.

    Chowder has previously asked you direct, specific questions that you consistently ignore or sidestep. Why is that?

    What became of your Scaredy Cat portfolio? How has it actually done? You never told us. Why is that?

    Chowder, and Chuck, are as specific and consistent as can be expected. IMHO you, on the other hand, seem to consistently skew the conversation, suggest 'facts' that are not supported. Why is that?

    Without actually coming out and directly saying other authors and posters are wrong, you nevertheless imply they are wrong and you have 'the answer'. Chowder (with his consistent and ongoing real-time real money portfolio) and Chuck (with his consistent dual messages of 'value' and the need for individual investors to do their own thinking) have established a very high level of credibility. You? Not so much!

    It is difficult to sell ourselves and our ideas when we lack credibility. In order for us to, as you suggest, "investigate those authors", how about providing a complete and comprehensive update on your Scaredy Cat portfolio? Perhaps it is time for you to put up or .... ..?
    Dec 14, 2014. 11:34 AM | 11 Likes Like |Link to Comment
  • Dividend Growth Investors Focused On Income Earn Higher Total Returns [View article]
    Doug,

    Interesting comment. A couple of questions if I may?

    I don't understand your over and under income line. Could you explain that a bit further?

    Also, regarding the current income models: I infer that your clients are drawing 5.5 to 6.0%, i.e., all of the current income plus an element of the div growth?

    Thanks.

    Paul
    Dec 14, 2014. 10:33 AM | Likes Like |Link to Comment
  • Dividend Growth Investors Focused On Income Earn Higher Total Returns [View article]
    "Instead, I prefer providing facts and knowledge that empower the individual to make their own choices that they feel best serve their own goals and needs."

    Amen!
    Dec 13, 2014. 05:22 PM | 1 Like Like |Link to Comment
  • 48 MLPs For Income: Are The 10% To 20% Yields For Real, Or Too Good To Be True? Part 4 [View article]
    scoots,

    I am confused. You state,"I note that you recommended a few". Please direct me to the part of the article where Chuck made those recommendations. Thanks.

    I thought Chuck was very clear that he was not making any recommendations (except, perhaps, for readers to do their own DD).
    Dec 5, 2014. 12:26 PM | 1 Like Like |Link to Comment
  • 3 Reasons I Prefer Dividend Growth Investing [View article]
    lintervvv,

    No disagreement with any of the above advice.

    When I first started the transition from TR to DGI, I tended to get hung up on only investing in good value. Then I came to realize that if my new target investments were somewhat above fair value, likely my existing investments were also above FV. Thus I concluded (within a reasonable range) that it would be 'okay' to reconfigure my portfolio 'at-the-market' in order to get started on the DGI path.

    My reasoning hinged on the notion that the before and after values would be comparable but with the future being focused on the desired approach: DGI.
    Dec 4, 2014. 11:20 AM | 3 Likes Like |Link to Comment
  • 3 Reasons I Prefer Dividend Growth Investing [View article]
    DJ,

    A bit of thread drift here, Sorry.

    Can you help me understand the benefit (beyond perhaps saving a $9 commission*) of transferring a stock to satisfy RMD vs selling and possibly repurchasing?

    * At ML, up to 30 trades per month are free.

    If I understand correctly the transfer is still a 'distribution' and one must pay tax on the total of that distribution whether it is cash due to a sale or a share transfer? After the transfer of shares, one's basis is the value of the stock at the time of transfer; same as if there had been a sale and purchase.
    Dec 4, 2014. 10:18 AM | Likes Like |Link to Comment
  • 3 Reasons I Prefer Dividend Growth Investing [View article]
    "the more convinced I become that it's at least as much about emotions and execution as it is about math and strategy." ~ DVK

    Along the way I used low cost, no load, mutual funds a fair amount. When I first became aware of DGI, I started looking at the funds differently. Every year they had some positions that did better, some that did worse - sometimes by a lot. It also dawned that some of those positions were held for longer periods of time through various market gyrations.

    Looking back, I realized that while gyrations in individual stocks might have caused me to sell had I been holding that position in an individual portfolio, in time, more often than not, the investment worked out okay. Hmmm.

    This new-found perspective allowed me to realize that [a] I didn't have to be 'perfect' in my selections; [b] if the 'pros' could ride the ups and downs with my money, then my money could also make a similar journey without them - not to mention, at lower cost.
    Dec 4, 2014. 10:08 AM | 7 Likes Like |Link to Comment
  • 3 Reasons I Prefer Dividend Growth Investing [View article]
    Miz,

    That is a very good idea. The Dividend Hour with DVK would be a more than worthy successor to Louis Ruykeisor's (sp?) Wall Street Week. PBS has had a void ever since WSW went off. The Dividend Hour could be an easier 'sell' than you think.

    Paul
    Dec 4, 2014. 09:49 AM | 3 Likes Like |Link to Comment
  • Why Is Mr. Market Raining On This Small-Cap Farming REIT? [View article]
    westelk, Thanks for your post.

    A few years back I did some basic research with an eye toward a particular farmland purchase. (In the end, the numbers didn't work for me.)

    One of the things I learned (as you detailed) is that rent is commonly a rent / partnership arrangement. I was a bit surprised that FPI's model is based on pure rent.

    While I like the idea of investing in something both in demand and with a constrained supply, I think I'll watch this one from the sidelines. At the time of the IPO I got the idea this might be a better deal for management than the owners.
    Nov 21, 2014. 11:22 AM | 3 Likes Like |Link to Comment
  • Dividend Growth Investing IS Total Return Investing [View article]
    In another, earlier, post, W. Shakespeare opined: "What's in a name? That which we call a rose by any other name would smell as sweet."

    Total return? Dividend growth? This debate will continue long after I'm dead and buried.
    Nov 11, 2014. 10:12 AM | Likes Like |Link to Comment
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