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SummaryApple just finished another record yearHaters gonna hateShareholders gonna smileI remember the first time I purchased shares of Apple (AAPL). At first, it was supposed to be a short-term investment as there was a timely opportunity. I bought my first shares before the split, when the stock was trading under $400 (therefore, under $57 after the 1:7 split). At that time, many rumors were going around.“Apple’s iPhone is going to be eaten-up by Samsung’s smartphone”“The company is a one trick pony”“We have reached Apple’s full potential; it will only go down from now on”A few years and over 100% return later, Apple is struck by similar bad mouth sayings.“The iPhone X is a failure”“Apple’s battery sucks”“The company is programming smartphones obsolescence, Apple is evil”It’s funny to see that for each Apple fan, there is probably a hater. It’s only fair. But as a serious investor, you should neither be a fan or a hater. Emotion has no place when it’s time to take a look at a stock....
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This is part of my annual sale in my employer-offered retirement matching plan. As part of the employment compensation package, I am encouraged to contribute to a group retirement plan, to which my employer matches 50% of the funds. The catch was that I had to choose from a pool of segregated funds offered by an insurance company. These funds come with high management fees but in order to not leave money on the table, I decided to make regular contributions. I originally documented it in this post. Once a year, I am given a freebie to withdraw funds and move them to my other self-directed retirement accounts. My last such move was exactly a year ago in Jan 2017. I sold my positions in the following two funds. Going forward I will be repeating this move each January, so that my overall expenses fees remain low.US Equity Index Seg FundInternational Equity Seg FundI will continue taking advantage of this benefit from my work and regular contributions into these funds...
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I currently track over 200 dividend growth stocks in my D4L-Database and have determined some of the lower rated stocks could be buys if the companies simply chose to increase their dividends. For various reasons their management has elected keep a low payout ratio and deploy the excess cash elsewhere. To identify the companies with ample room to increase their dividend payout, I used the following criteria: A Free Cash Flow Dividend Payout (FCFp) of 40% or less. This means that 60% of the company's cash, after operating expenses, is going elsewhere.A sum of Debt to Total Capital (Debt) + FCFp of less than 55%. This should help weed out the companies holding the cash to pay interest.Trailing 12-month Free Cash Flow per share is greater than an average of the last 3 years. This weeds out companies where cash flow is decreasing.Cash on the balance sheet in excess of short-term debt. This weeds out companies that may have an immediate debt-servicing need for the cash.Yield greater than...
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For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week: Articles From DIV-Net Members - Verizon Communications Inc. (VZ) Dividend Stock Analysis - The Best Dividend ETF In The Accumulation Phase - What’s the next S&P 500 move? - Finding Uptrend Support - First Dividend Increase for Chevron in 6 Quarters - Update Crypto Investments - 2018 Goals and 2017 Review - Reducing My Monthly Expenses Progress - Increased Expenses - Dividend Increase: V - What No One Told You About the Journey to Financial Independence - - 26 Dividend Increases: February 5-9, 2018 (Part 1: Industrials and Information Technology Stocks) - Lanny’s January Dividend Income Summary - It’s Time for a Change - Recent Buy – Southern Company (SO) - My Side hustles There are some really good articles here, please take time and read a...
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SummaryDiageo is a leader in premium spirits industry, it will surf the current economic tailwind.Emerging markets start to get some traction as middle class seeks recognitions and claim a higher status through their lifestyle.Unfortunately, DEO is overpriced right now.Investment ThesisDEO will benefit from the good standing of the current economy. Consumers around the world are optimistic in their future, and they are more willing to spend. DEO enjoys strong pricing power, and its brand portfolios are protected with premium names. Diageo also invests in an important sales team in order boost its product’s popularity at all times. The company will continue to pay a solid 2.50% dividend. Finally, the rising income in emerging markets will eventually lead to additional customers for Diageo and its premium spirits. Unfortunately, the DDM calculation doesn’t justify the current price. Understanding the BusinessDiageo is another “sinner’s club” dividend stock. The company, based in...
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SummaryAfter its merger with SAB Miller, Anheuser-Busch InBev has proven to the world that it will “own the beer market” across the world.The company is dominant in many countries with 50%+ market share in Brazil, Latin America and Belgium.Unfortunately, the dividend perspectives don’t justify the current price.Investment ThesisDo you remember those BUD-WEIS-ER frogs in the company’s commercial a long time ago? I’m not sure I was old enough to drink beer back then but I surely enjoyed the frogs. In fact, Anheuser-Busch InBev (BUD) always had this magic touch to create viral ads. Over the years, the beer maker has expanded its brand portfolio to the limit of the world.BUD is a leader in a stable market that is not ready to decrease. The company is producing over 500 million of hectolitres (as compared to 204 million for Heineken) and enjoys economy of scale. The brewer will continue to grow through acquisitions and will also increase its presence in emerging market, notably in China....
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As the new year rolls out, its time to share the annual investment pick contest that I run. This is the 3rd year in the running. This is merely meant to be a fun experiment to run and collect top investment picks for 2018 from a community of investors I regularly interact with. There are still some great picks from the 2016 & 2017 top picks, and I invite you to check them for ideas. Remember that investing is a long game — so, focusing on short intervals like a year is not prudent — even though this contest focuses on one year return. Plenty of older picks may still present long term value.The rules were simple: Pick one investment (stock, bond, fund, commodity, cryptocurrency or any other form of investment security), and present a short & quick investment reason behind the pick. I will track this progress over the year and provide quarterly updates on this blog.Top Investment Picks for 2018Before I present the picks, I would like to remind the readers that these are...
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To a large extent we are a product of our environment. Our life experiences not only shape out behavior, but at its very core, they shape our thought process. The Great Depression forever changed a generation of people. It appears the 2008-2009 financial crisis (Great Recession) may be having a similar effect on another generation. As an investor in the financial markets, I am often stunned when talking to Gen Y Millennials (those born between 1977 to 1994) and learn their retirement savings are primarily low-risk, safe investments such as money market funds, CDs and Treasuries. Many of these Millennials were just building their financial foundation when the financial crisis hit. Some lost everything, including their job, savings and independence. There are much better alternatives for the ultra-conservative Gen Y investors than money market accounts, Treasuries and CDs. A conservative strategy focusing on high quality, low risk dividend stocks should significantly out-perform the...
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For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week: Articles From DIV-Net Members - Emerson Electric Co. (EMR) Dividend Stock Analysis - Fourteen Dividend Aristocrats For Further Research - Trade safe and preserve capital - Using the MACD to Trade Options - The 59th Year of Dividend Growth From 3M - Portfolio Update January 2018 - Dividend Income Report – January 2018 - Dividend Increase: UNP - Yes! Canadian Dividend Stocks are in a Correction! - Money in the Trough – Buying Some Higher Yields – January 2018 - Relieving the Pain of Dividend Growth Investors - Recent Buy – Realty Income (O)…Again - Bitcoin and Altcoin Correction = A Buying Opportunity - 2018 Goals - January 2018 : Investment Portfolio Status There are some really good articles here, please take time and read a few of them.
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Summary#1 Consolidated Edison is a classic play in the utility sector with growth vectors in the natural gas distribution business.#2 ED shows 43 consecutive years with a dividend increase making it a dividend aristocrat.#3 While the company and its dividend are solid, the stock is definitely overvalued.Over the past 30 days, Consolidated Edison’s (ED) stock has been evolving in red territories. The utility company shows a loss in value of about 10% between December 2017 and January 15th 2018. After a fabulous run in the current bull market, most utilities are slowing down. I think it’s time to take a look at Consolidated Edison to see if the current stock drop is a buy opportunity.Understanding the BusinessConsolidated Edison is a classic utility company operating in the New York State. It operates under 4 different segments:Electric (71% of revenue)Gas (14% of revenue)Steam (5% of revenue)Non-Utility (10% of revenue)November ED presentationWhile the chart above shows a whole...
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