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


To: JimisJim who wrote (16065)6/25/2013 7:55:56 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 34328
 
That's the way most U.S. dividend investors want it done, and so that's the way most U.S. companies do it (if they want to be known as a "reliable dividend stock.")

But....due to demographics and other things that aren't going to change, growth is going to happen only in China, India, Brazil, etc. If not for immigration, the U.S. today would be where Japan is: a society of pensioners with a falling population and a permanently stagnant economy. So I feel like I have no choice but to accommodate the patterns, methods, attitudes of the non-U.S. part of the planet (that's 95% of humanity = 95% of the investment opportunities).

To take the specific example of VALE: if I want to invest in an iron miner, the low-cost big-cap companies aren't based in the U.S., and don't mine ore here. I've looked, and the U.S. iron miners are high-cost, high-debt, and/or have massive unfunded pension liabilities. True in a steadily increasing list of industries.