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


To: Jacob Snyder who wrote (16062)6/25/2013 3:57:01 PM
From: sm1th  Read Replies (1) | Respond to of 34328
 
VALE:

$0.75 = expected forward yearly dividend
5.6% = yield with stock at $13.30

I also have been looking at VALE. Like most miners, its divi history is much more erratic than many here prefer. At current price, it is interesting, haven't decided yet.



To: Jacob Snyder who wrote (16062)6/25/2013 6:28:24 PM
From: JimisJim3 Recommendations

Recommended By
chowder
research1234
Tom C

  Read Replies (1) | Respond to of 34328
 
<But it's a cyclical industry, so don't expect steady dividends.>

Just my style or way of doing things, but I not only expect steady dividends, I demand them and won't even open a position with any company that doesn't demonstrate they will pay me no matter what happens in the rest of the markets. Buying/investing in a company you know up front you can't expect steady dividends doesn't work for me - it's as bad as trying to time the market and be 100% right all of the time.



To: Jacob Snyder who wrote (16062)6/26/2013 6:24:36 PM
From: sm1th  Read Replies (1) | Respond to of 34328
 
VALE

Just read that Brazil plans to double royalties. Need to analyze what this means to VALE

economist.com



To: Jacob Snyder who wrote (16062)11/20/2014 4:53:53 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 34328
 
RIO: Rio Tinto, Australian mining conglomerate:

4.3% div yield = $1.92/45

dividend history longrundata.com
Dividends paid twice a year, and are irregular (proportional to earnings, common for non-U.S. companies)

51B$/y revenue:
38% sales to China
16% sales to Japan
15% sales to N. America

25.7B net debt
9.6B cash
16.1B net debt
17B/y operational cash flow

9B/y capex in 2014, down from 17B in 2012; 8B 2015 guidance

Earnings: 90% from iron

A-/A3 credit rating

revenues by commodity:
49% iron ore
22% aluminum, alumina, bauxite
9% copper
8% coal
12% other

Asset location:
48% Australia
23% Canada
7% U.S.
82% total in OECD nations

Risks: demand from China, global economy, resource nationalism, decline in thermal coal demand, decline in Australian currency




seekingalpha.com

disclosure: no position; I'll probably buy at $38