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DMaA
Honey_Bee
isopatch
To: DMaA who wrote (286445)6/16/2021 10:52:07 PM
From: Thehammer3 Recommendations  Read Replies (1) of 458324
 
I think it depends on the type of business. You have to expect a high degree of cyclicity in certain segments such as industrials and much less in consumer defensive or utilities. Folks like to classify the DGI into segments of growth 5 10, 25 and 50 plus years. The past is not always a great predictor of the future. In my opinion diversification is key.

When Chowder was posting some of his stuff here, it would have excluded some of my best investmnets (mainly due to low yield. LOW, ECL, NEE etc. I know he amended his formula over time and added a few twists (such as different rules for utilities).

I think he is a bright guy I just don't agree with conflating two numbers. Some folks like to create all sorts of indexes, scoring systems etc. Whatever works for them.

I believe in investing in DGI companies and have been doing it for over 30 years. One of my work friends was a very early adopter of DGI and runs and manages funds.

I invest in some stocks because I like the yield. I invest in many others because of the rapid growth ibn dividend but also very low yield. Some of these stocks are almost always "expensive". My friend told me that you just have to know you are paying a premium but it usually is worth it IF you have a long term perspective.

When I do invest in expensive stocks, I tend to do a little bit and keep adding. I also write puts and often collect a lot of premiums so that my effective cost basis is pretty low.
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