SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Dividend investing for retirement
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Grommit who wrote (9424)7/14/2011 12:28:07 AM
From: Steve Felix  Read Replies (2) of 34328
 
"felix: I don't see CAG being on any list you are looking at unless it is an avoid list."

I read what dabum posts he is doing and what he is investing in. This would keep it off his lists:

CAG dividend cut:
Apr 27, 2006 0.18 Dividend / close $22.59
Jan 26, 2006 0.273 Dividend / close $20.43

By the end of 2006 it was $27. Must have been undervalued because it went up.
Should that one instance change most peoples rule to sell a stock on a dividend cut?

"I think it is fine to look for quality companies that pay an increasing dividend, but you should also filter for valuation and avoid overvalued stocks"

I can guarantee you will take this the wrong way, but value investors were buying SVU from $40 to $30 to $20 to $15, where they cut their dividend. Maybe it is a value now, but not for me. What looks like value isn't always value. Chinese value stocks anyone?

We are each taking one instance.

Some growth guy will point out his one instance and say you should have bought Apple since it is up from $250 to $356 since Sept. 1st 2010, 42%. Dividends appear to be holding us back.

I don't claim to be a guru and I don't tell anyone what they need to do.

I post my actual portfolio wide open every month.

I have offered to link anyone who wants to do the same to the header.
That would show the whole picture, not one or two stocks.

"You thumb your nose at valuation saying that increasing dividends is all that is important, and that capital gains are for others"

I was talking value on BOX with E_K_S yesterday. What's your take?

Rephrasing to fit myself:

Increasing dividends and income is most important, and the capital gains will take care of themselves. Because I plan to pass it on, the size of the portfolio comes in second. Believe me when I say that I know that doesn't "fit" with the majority of investors who gauge their success by the size of their portfolios.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News