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kuzilamatt

kuzilamatt
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  • Why You Need To Be A Dividend Growth Investor: DGI Vs. Growth For The Long Haul [View article]
    Dave,

    Apologies for my inaccurate quote of you.

    My point was that if you are arbitrarily using the reasonable expectation for the annualized appreciation of the growth portfolio based on the SP500 annualized results, 6.5% for comparison, over that period the average S&P dividend yield should also be included should it not? Why not use the Russell as your metric since that is where the growth stocks are, and most likely has a higher appreciation but lower dividend yield?

    I love your articles and agree with your investment philosophy but I am critical of comparisons like Investor A vs Investor B since the initial assumptions can vastly change the results.

    KM
    Aug 16 12:22 PM | 1 Like Like |Link to Comment
  • Don't Get Pulled Into A Seductive Pre-Earnings Options Trap [View article]
    Great article, thanks.
    Aug 6 12:27 PM | 1 Like Like |Link to Comment
  • Why You Need To Be A Dividend Growth Investor: DGI Vs. Growth For The Long Haul [View article]
    David,

    Thank you for the article. I am a young DGI investor and your articles are a great help to me in constructing my portfolio.

    I do have a comment on the growth rates that you assumed, specifically with regard to Investor A. You state that he is invested in growth stocks that mimic the S&P 500 return. In my opinion growth stocks are younger companies that pay no dividends. But the S&P average is comprised of both DGI and growth stocks. In order to get a return that is in line with S&P an investor can simply buy SPY, but this pays a dividend of nearly 2%, which would greatly change investor A's outcome. My point is that when comparing growth stocks to the S&P benchmark is in my opinion not completely accurate. A true "growth stock" will pay no or very small dividends and will have a return higher than the index to average out the return of all DGI stocks that are contained in the index. Investor A should then have a return higher than the index or have a dividend more in line with SPY.

    Thanks

    KM
    Aug 15 12:02 PM | Likes Like |Link to Comment
  • Kevin Puil: $4/lb Copper Is On Its Way [View article]
    With copper at $4/lb nickels will have about $0.055 melt value
    Feb 6 05:08 PM | Likes Like |Link to Comment
  • Kevin Puil: $4/lb Copper Is On Its Way [View article]
    Nickels are 75% copper. Check out this website.

    http://bit.ly/14SZPJa
    Feb 6 05:05 PM | Likes Like |Link to Comment
  • What Ben Bernanke Really Meant At Jackson Hole [View article]
    I cant get the math to add up either. 2.3x10^12 / 314x10^6=$7300

    1 Trillion divided by 1 thousand is 1 billon. So dividing 2.3 trillion by 314 million cannot be in the billions.
    Sep 5 06:49 PM | Likes Like |Link to Comment
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