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Louverture

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  • What Should I Do About Those Non-Dividend Paying Stocks I Received In A Spin-Off? [View article]
    Here is an except from the CDK announcement
    CDK Global, Inc.November 19, 2014 4:59 PMGlobeNewswire
    HOFFMAN ESTATES, Ill., Nov. 19, 2014 (GLOBE NEWSWIRE) -- CDK Global, Inc. (CDK) today announced that its Board of Directors has approved a quarterly cash dividend to shareholders of its common stock. In conjunction with this approval, the Board of Directors has declared CDK's first quarterly cash dividend of $0.12 per share payable on December 29, 2014 to shareholders of record at the close of business on December 1, 2014.
    Nov 23, 2014. 10:24 AM | Likes Like |Link to Comment
  • What Should I Do About Those Non-Dividend Paying Stocks I Received In A Spin-Off? [View article]
    WOW! God to know. Thanks for sharing this info. Yes, glad I held it also.
    Nov 23, 2014. 10:20 AM | Likes Like |Link to Comment
  • Retirement Strategy: Our Beginner's Portfolio Continues To Produce Greater Income [View article]
    Sure Smallstep. I started with the S&P Aristocrats online. Then I identified them in David Fish's Dividend Champions, Challengers & Contenders (Dividend CCC listing published monthly in Seeking Alpha at no cost by David). I then extended David's spreadsheet by adding select metrics from the sheet in adjacent columns using the "If" formula in Excel- Yield >2%,PEG Ratio<2,Price/Earning ratio<15, Chowder>12, Sharpe Ratio>2,Graham# negative. When all or most of the parameters have a YES response the stock is worth considering. Next, double-check the stock's fair value assessment in Chuck Carnavele's amazing F.A.S.T. Graphs tool. If the current price is at least 20%-30% below its 52wk high this may be a good entry point. Granted, in my opinion, stocks are very expensive with the market gains of the past two years. Good opportunities existed four years ago when I began as a DGI. This is just my personal methodology and is not presented here as a recommendation to purchase any security.
    Nov 23, 2014. 10:16 AM | 1 Like Like |Link to Comment
  • Will Portfolio Returns Support Minimum Required Distributions? [View article]
    Hey, Jim. Love your input and being so far ahead. Would you be so kind as to share your spreadsheet. Louver2ure@netzero.net.

    Thanks in advance.
    Nov 23, 2014. 09:51 AM | Likes Like |Link to Comment
  • Selecting Core Stocks For My Dividend Growth IRA [View article]
    Abba, you are off to quite a start with three Dividend Aristocrats ad the great David Fish's Dividend CCC listing. Hopefully you take an opportunity to place the Aristocrats on your watch list (most are a bit pricey right now) which have stellar records of increasing dividends. I know you will d the usual due diligence. Good luck.
    Nov 22, 2014. 01:01 PM | 1 Like Like |Link to Comment
  • Retirement Strategy: Our Beginner's Portfolio Continues To Produce Greater Income [View article]
    You are off to a brilliant start RS. Like you I started accumulating with the Aristocrats (now total 46) and Dividend Champions (now have 64) along with 19 Contenders and have not been disappointed,(3% avge. div. yield and YOC at 16%). Keep it going my friend.
    Nov 20, 2014. 12:23 PM | 4 Likes Like |Link to Comment
  • Will Portfolio Returns Support Minimum Required Distributions? [View article]
    AlsoThe best comment yet is made by Robert Allan Schwartz above, "I don't really "lose" any compounding. I plan to transfer shares from my IRA to my Roth IRA, without selling or buying, so the compounding will happen inside the Roth IRA, not inside the IRA.
    The great David Fish first initiated this debate, (My Roth Conversion Odyssey (Part 1 Oct. 14, 2014 )earlier this year, on IRA to ROTH conversion with his own case as an example. By the time he reaches 701/2 there will be nothing to MRD! Brilliant move. I started my conversions this year (I am 85) after reading that insightful article and only wished Davids had written on the subject 10 years earlier so that I too could have no MRDs at 701/2. I still think it is the best move.As David said, "seeing the opportunity to turn future growth from tax-deferred to tax-free as the more important part of the equation."
    Also, if you have individual stocks (Aristocrats and Dividend Champions) as part of your IRS,like I do, consider moving the individual stocks to the ROTH first in the voluntary MRD moves. This way, if all you have when the MRD kicks in are mutual funds, then I am not opposed to liquidating the mutual funds since I have DGI stocks working in the ROTH and compounding. I can always allocate those MRDs to a taxable account that I already have with other DGI stocks.
    Nov 20, 2014. 12:09 PM | 1 Like Like |Link to Comment
  • What Should I Do About Those Non-Dividend Paying Stocks I Received In A Spin-Off? [View article]
    Friend, I found myself in the very same position with both of those and Knowles (a spin-off from the Dividend Aristocrat Dover), I kept the CDK (look at how it has appreciated since and that is free money/dividend). I sold Knowles and HYK to purchase more of "T" (AT&T) for its nice juicy dividend since that is what I am about in the first place.
    Nov 19, 2014. 11:47 AM | Likes Like |Link to Comment
  • 3 Stocks To Buy Now With Dividends Exceeding 7% [View article]
    ARCP recommended? Realy?
    Nov 15, 2014. 11:18 AM | 2 Likes Like |Link to Comment
  • Comparing America's 3 Largest Healthcare Facilities REITs [View article]
    Joseph, great job offering this detailed comparison. I am long all three. However, I usually clip the most interesting articles on my stocks but I chose to paste this on HCP ( I chose right) before I knew the winner. You have done us a great service by the depth of your analysis. Thank you.
    Nov 4, 2014. 12:27 PM | Likes Like |Link to Comment
  • Dividend Champions For November 2014 [View article]
    David, again thanks for sharing this invaluable research tool with rest of us in the lay community. You are much appreciated for this contribution. I must have your updates to function well in this arena. Glad to see Diebold being dropped (reminds more of PB two years ago). They may have had this attractive dividend but their share price always trended south in my pinion. So what's the point in investing in Diebold was my question all along. Great work David. Thank you.
    Nov 2, 2014. 11:47 AM | 2 Likes Like |Link to Comment
  • Could American Realty Capital Properties' Accounting Scandal Benefit Realty Income? [View article]
    "ARCP's accounting issues only make Realty Income stand out from the crowd even more.". Truer words have not been penned. To this moment I cannot fathom the thinking of the herd that stampeded in to johnny come lately ARCP when there is "O" and OHI.
    Nov 2, 2014. 11:40 AM | 1 Like Like |Link to Comment
  • Lesson Learned: I Was The Sucker [View article]
    Brad, I like your work. I am shocked you fell for ARCP! You taught us to look for very established, well run REITs with a history of good performance (the SWAN s like "O", OHI). Fact is ARCP was a johnny come lately, professing to be growing via constant acquisitions but was never in the class of a "O" or a OHI. I was very suspicious of ARCP and to see so many jumping on that wagon was appalling. I never wavered from my commitment to "O', OHI, HCP etc. Brad, you are to be commended for manning up on your failing and for that you still have my respect.
    Nov 1, 2014. 02:37 PM | 1 Like Like |Link to Comment
  • Disaster Strikes For American Realty Capital Properties [View article]
    I agree with Union Trade Assocs. The chickens have come home to roost. So for all those jumping on this bandwagon and touting how fast ARCP is growing and its huge dividend, yada, yada, yada. It is never as it seems. That is why I stick with proven REITs that have an impeccable track record, i.e. O, OHI, TANG. Buyer always bewate.
    Oct 30, 2014. 02:58 PM | Likes Like |Link to Comment
  • Why CSX Stock Is A Good Investment Opportunity [View article]
    Arie, once again, you have delivered an outstanding assessment of a company worthy of consideration by all DGIs. I have been long CSX and enjoyed your analysis. Surprised you had not mentioned that CSX was put in play by Canadian Pacific Railroad. Reports suggested that CSX Management was not interested. However, there is little concern that the FTC might frown upon the likelihood of this acquisition. Not hardly, since Canadian Pacific is not one of the US' major players in the industry and therefore the anti-trust folks would probably have little concern. Thanks again Arie.
    Oct 19, 2014. 11:10 AM | 1 Like Like |Link to Comment
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