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  • IT news
    IT news, Июнь, 27

    Summary I wrote an article on why I was selling my Apple shares and it sparked a debate that still lingers. Is Apple a growth stock, an income stock, or is it destined to become a dividend aristocrat? As a DGI approach, I made my case as to why I was selling AAPL in favor of AT&T.

    This is the second article of this series, which will highlight one or two comments from around all of Seeking Alpha that will help everyone engage together in the process OF Seeking Alpha. Here is last week's article to review in case you missed it.

    The Premise

    The goal of the authors here is to present an opinion that is backed up by supportive facts or some evidence, and create a thesis to explain an actionable idea for themselves and perhaps for many other investors to consider as they seek alpha.

    This is the second article in my collaboration with Seeking Alpha to engage with all readers and commenters and tap the entire community to help everyone become better investors.

    In April, I wrote this article that quickly became a lightning rod for all sorts of investors on why I was selling my small amount of shares of Apple (NASDAQ:AAPL) to purchase more shares of AT&T (NYSE:T).

    Not only did the article receive tens of thousands of page views, but it also drew over 500 comments from the SA community, and all were of various opinions of course, and some even told me how dumb I was. I won't argue that point because I can be as dumb as the next guy, but let me tell you what I did.

    The FMBP Is ALL About Immediate Income

    The Frothy Market Beginners Portfolio consists of the following stocks as of today: Exxon Mobil (NYSE:XOM), Johnson & Johnson (JNJ), Coca-Cola (NYSE:KO), Procter & Gamble (NYSE:PG), AT&T, Chevron (NYSE:CVX), Con Edison (NYSE:ED), Apple, and General Electric (NYSE:GE), HCP Inc. (NYSE:HCP), Ford (NYSE:F), ConocoPhillips (NYSE:COP), Old Republic International (NYSE:ORI), and Starwood Property Trust (NYSE:STWD).

    After making a few changes, the portfolio chart now looks like this:

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  • IT news
    IT news, Июнь, 24

    Summary TARP was the very first portfolio I developed for Seeking Alpha, and has been exclusive to email subscribers. It is making an appearance for everyone based on last month's update to show how this portfolio has developed, and if followed by email subscribers, has done quite well. I combined the "Young & Restless Portfolio" (remember that one?) as I moved gains into my main DGI portfolio.

    In an effort to drive home some points about dividend growth investing, I am letting my longest-running portfolio here on Seeking Alpha make an appearance. For the last 2 years, it has been available for email subscribers only, and since this is last month's review, I wanted to show all of my followers here what they can expect after this year's email service ends (December 31st, 2015).

    All of my favorite dividend stocks are here: Exxon Mobil (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), AT&T (NYSE:T), General Electric (NYSE:GE), Procter & Gamble (NYSE:PG), Coca-Cola (NYSE:KO), Realty Income (NYSE:O), Altria (NYSE:MO), Con Edison (NYSE:ED), General Motors (NYSE:GM), Ford (NYSE:F), as well as an armful of others that round out this wonderful portfolio, plus a surprise or two.

    (click to enlarge)
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  • IT news
    IT news, Июнь, 19

    Summary With the ongoing pullback in the utility sector, many stocks are coming into fair value and presenting attractive entry points for new positions. I have prospected the CCC List to create a watch list of 25 of the top utility companies in the market. From this collection of companies, I present a top 10 list of the best dividend growth opportunities in the utility sector at current prices.

    It is pretty remarkable how quickly market sentiment has changed in regards to higher yielding investments, specifically those in the REIT and utility sectors. Less than five months ago, I opined that the utility sector rally was getting long in the tooth, and since that article was published, utilities have been in a long and steady decline.

    This decline has been triggered by fear of an interest rate hike by the Federal Reserve, and additionally by a steady rise in treasuries during the period. This can be seen quite clearly on a chart of the Utilities Select Sector SPDR ETF (NYSEARCA:XLU) and the 10-Year Treasury Rate since the article was published on January 21.

    10 Year Treasury Rate Chart
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  • IT news
    IT news, Июнь, 17

    Summary Utility stocks are getting beaten down, mostly due to fears of rising interest rates. However, I continue to favor well-run regulated utilities, which should be fi…
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  • IT news
    IT news, Июнь, 17

    Summary Arrow Electronics' and Avnet's distribution business is good. At 5.5% yield, AT&T is a buy. There is pressure on the consumer packaged goods stock…
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  • IT news
    IT news, Июнь, 17

    Summary Can investment choices be constructed so that retirees are encouraged, or nudged, into investment choices that are good for them? Is nudging a form of mind control, or simply an effort to present choices in a way that steers people to make choices that are truly in their interest? If a retiree can be nudged to accumulate sufficient assets to allow him to live solely off dividends in retirement, will achievement of that goal truly be in his interest? We'll take a look at the FTG portfolio, a dividend growth portfolio, to see how it is taking on the challenge of allowing a retiree to live solely off dividends.

    (click to enlarge)
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  • IT news
    IT news, Июнь, 13

    Summary Utility stocks have moved from overvaluation to undervaluation. Utility stocks are attractive for their safety and high current yield. Utility stocks can be used to increase a portfolio's yield or defensively in lieu of holding cash.

    To get a free, more detailed perspective on utility stocks, follow this direct link to a video on my site mistervaluation.com and watch and listen to me analyze these companies out loud via the FAST Graphs fundamentals analyzer software tool.


    It is no secret that the stock market in the general sense is trading at a higher valuation than normal. On the other hand, I would argue that it's far from bubble territory. Regardless, I must admit that finding attractive valuations is getting harder with each passing day. This is especially true for the conservative retired investor looking for safe sources of income in order to fund their golden years. But, at the same time, that does not mean that good value or sound investments cannot be found.

    In the same vein, many, if not most, of the best-of-breed blue-chip dividend growth stocks are also now fully valued. However, it's important to point out that fully valued does not mean the same thing as dangerously overvalued. Instead, it implies that many of our best dividend growth stocks are not bargains today. For example, quality blue chips like Procter & Gamble (NYSE:PG) or Kimberly-Clark (NYSE:KMB) offer dividend yields in excess of 3%, which is reasonably attractive given the current low interest rate environment.

    The fact that both of those names are Dividend Champions and/or Aristocrats suggest that future dividend increases can also be rationally expected. However, since both of these names are trading at above-average premium valuations, it also indicates higher-than-normal risk and perhaps less than historical normal total return opportunities. To illustrate my point, I offer the following earnings and price correlated F.A.S.T. Graphs on Kimberly-Clark since 2003.

    Utilizing the calculating feature of the research tool, I chose a point (May 28, 2004) where Kimberly-Clark was trading at approximately the same P/E ratio of 19, as it does today. Then, I ran my calculation out to a future point in time when Kimberly-Clark was trading at a fair value P/E ratio of approximately 15 (November 30, 2011) which I contend is inevitable. The total annualized rate of return of 3.96%, although positive, is not necessarily enticing.

    (click to enlarge)
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  • IT news
    IT news, Июнь, 5

    Summary Juno Therapeutics has a good cancer immunotherapy lineup. Karyopharm Therapeutics should not be as down as it is. Salesforce.com is a good cloud p…
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  • IT news
    IT news, Май, 31

    Summary Fears of a major correction are rising as stocks continue to hover around all-time highs. One of the best ways to generate stable income in any market environment is through dividend growth investing. Ideally, you want to build a portfolio of dividend paying stocks that have a track record of increasing their dividends every year. Our All-Aristocrat Team has an average dividend yield of 3.3% and an average 5-year dividend CAGR of 8.2%.

    In the current market environment, it is important for income investors to choose their dividend stocks wisely as they are putting new money to work. The markets will certainly continue to ebb and flow, but there certainly seems to be more downside risk than upside potential for the market over the next 3-6 months.

    One of the best ways to generate stable income in any market environment is through dividend growth investing. Thankfully, this strategy is not rocket science and it is fairly simple for anyone to implement. Ideally, you want to build a portfolio of dividend paying stocks that have a track record of increasing their dividends every year. This way, not only are you generating stable income, but you are also able to maintain the purchasing power of your dollar (as long as your dividends are at least rising at the rate of inflation).

    What Is A Dividend Aristocrat?

    Each year, Standard & Poor's publishes its list of Dividend Aristocrats. According to S&P:

    Since 1926, dividends have contributed nearly a third of total equity return while capital gains have contributed two-thirds. Sustainable dividend income and capital appreciation potential are both important in determining total return expectations.

    The S&P 500 Dividend Aristocrats is designed to measure the performance of large cap, blue chip companies within the S&P 500 that have followed a managed-dividends policy of consistently increasing dividends every year for at least 25 years.

    Companies included in the S&P 500 Dividend Aristocrats come from a broad spectrum of industries. Unlike indices that focus only on high dividend yields, which are typically from the Financials and Utilities sectors, the "Dividend Aristocrats" are well diversified across all sectors.

    All Dividend Aristocrats Are Not Created Equal

    While we believe that a list of Dividend Aristocrats is a great place to start your search, not all Aristocrats are created equal.

    That said, we recently scanned through our rating system and came up with our "All-Aristocrat" team. This team is made up of 35 Dividend Aristocrats that meet the criteria below.

    Consecutive Years of Dividend Increases > 25 yearsDividend Yield > 2.5%

    We then ranked these stocks using a Dividend/Safety/Value (DSV) blend. The DSV blend is a blend of our individual Dividend, Safety, and Value ratings for each stock using the following weightings: Dividend (25% weight), Safety (25%), Value (50%). We used this blend so that stocks that have better overall relative valuations would be ranked higher on the list.

    We will highlight each of these stocks over the course of a 7-part series. Below is a schedule of the entire series. Please make sure to "follow" us so that you will be notified when we publish future articles.

    Part 1: Honorable Mention (stocks #31-35)Part 2: Sixth Team (stocks #26-30)Part 3: Fifth Team (stocks #21-25)Part 4: Fourth Team (stocks #16-20)Part 5: Third Team (stocks #11-15)Part 6: Second Team (stocks #6-10)Part 7: First Team (stocks #1-5)The All Aristocrat Team: Third Team

    The vast majority of Dividend Aristocrats (there are 70 total stocks in our universe with at least a 25-year history of dividend hikes) rank very highly in our system, but we only picked the best of the best for our All-Aristocrat Team. This article highlights the 5 stocks of the Third Team (stocks #11-15). The tables below summarize some of the key data points that we analyze when ranking our dividend stocks.

    #15 Consolidated Edison, Inc. (NYSE:ED)

    (click to enlarge)
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  • IT news
    IT news, Май, 26

    Summary An overdue update highlights the simplicity of dividend growth investing. Managing your portfolio is like being the "Chairman of The Board" of your business. The total value of your business always takes a back seat to the income it produces.

    Investors can learn a valuable lesson with this update. Being away and skipping the April update allows us to look at this update and see that life went on as usual and the noise meant relatively nothing at all. The "Frothy Market Beginners Portfolio" did what it always does; goes up, down and sideways, but the beauty of the DGI approach, no matter which champs you may own, is that our income and cash continue to increase at a time when the pros are beating themselves up attempting to forecast the next market moves.

    Well, here is my forecast: More of the same and over the long term higher annual incomes as dividends are raised by our champions.

    Surprise! My Income Went Up While I Didn't Lift A Finger!

    Yes I had a wonderful vacation and did not make a single change to the portfolio I have been tracking. It feels really good when the income can go UP all by itself, simply by having a few dividend raises from some of our dividend champs.

    Let's have a look:

    The Frothy Market Beginners Portfolio consists of the following stocks as of today: Exxon Mobil (NYSE:XOM), Johnson & Johnson (NYSE:JNJ), Coca-Cola (NYSE:KO), Procter & Gamble (NYSE:PG), AT&T (NYSE:T), Chevron (NYSE:CVX),Con Edison (NYSE:ED), General Electric (NYSE:GE), HCP Inc. (NYSE:HCP), Ford (NYSE:F), ConocoPhillips (NYSE:COP), Old Republic International (NYSE:ORI), and Starwood Property Trust (NYSE:STWD).

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