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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?


To: Max Fletcher who wrote (11311)3/13/2012 3:12:43 PM
From: Bocor  Read Replies (1) | Respond to of 34328
 
JPM upping dividend by 20%. 25 to 30 cents, and $15B buyback.



To: Max Fletcher who wrote (11311)3/13/2012 3:28:12 PM
From: E_K_S  Respond to of 34328
 
Hi Max - The McDep Report is a very good source for checking valuations. You are correct the smaller the ratio the better the value. I must make myself check that site at least once a month so I can stay focused on the changing values. My one best buy was COP based on the under valued signal from the McDep report. Now it's my 2nd largest position in the portfolio.

The one thing McDep does not really discuss are the political risks for all the companies mentioned in their report(s). I will never buy into Russian Oil just for that reason. I recently have found Brazil to be unfriendly to foreign investors w/ all their new taxes. It's hitting my mining companies too.

So a big intangible for me is putting money to work in Canada and to some extent into Australia. Both of these countries are friendly to U.S. investors. Australia is/was looking at a "resource tax" but if it is small and one time I can deal w/ that. Brazil did two Foreign tax increases within two weeks! Not good.

After meeting my dividend requirements (setting up a growing streams of dividend payments), my other main concern is maintaining the purchasing power of my accumulated assets. I am not sure I want to own $US with the long term debasing of the currency. So getting money invested in other countries like Canada, Australia, Finland etc. is just another hedge for the portfolio.

EKS