Monday, January 23, 2017

Who Owns The Top Dividend Stocks?

The internet provides investors with so much useful and interesting information. I could not imagine going back a decade or so and trying to analyze stocks without the internet - waiting for quarterly reports to be mailed for owned companies and calling the investor relations contacts for information on unowned companies. One of my job responsibilities is the statutory reporting for the corporation I work for. Filing 10-Ks, 10-Qs and other such required reports is often tedious, but it gives me a great appreciation of what information is available, including who owns some of the top dividend stocks...

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Sunday, January 22, 2017

Weekend Reading Links - January 22, 2017

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:

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Friday, January 20, 2017

2017: What does the year hold?

Happy New Year to all!. 2016 was a surprising year in many respects. Here, I consider what 2017 may bring.
I think 2016 took many people by surprise. Of course, on the political front, Donald Trump surprised many of the political pundits with his victory. However beyond politics, what was also surprising to me was the unrelenting rise of the S&P 500 and the DJIA.
From a February slump, the index accelerated in the latter few months of the year, with the DOW in particular coming within earshot of 20,000.
Personally, I feel that the major indexes no longer represent reasonable value in the market. While things may still continue to steadily rise, I struggle to find any real value in large cap stocks, or for that matter, the market in general.
Pockets of value still do selectively exist, primarily in large cap healthcare and biotech stocks. However I haven’t been a buyer for quite some time, and don’t intend to enter the markets at current levels. Most of my most recent buying was done with the DJIA was just shy of 16,000.

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Thursday, January 19, 2017

Time Horizon and Risk Tolerance

Risk is a crazy thing. Take on too much and you either crash and burn or make out like a bandit. Take on too little and you either just float along or make out like a bandit. The “trick” is figuring out the happy medium that you will be comfortable with. I have spent some time determining what my risk profile is and have asked myself several questions…
  • Do I prefer stability over high returns?
  • How can I make money without risking too much?
  • Do I feel bad when all my friends are making double digit returns and I’m not?
  • My Portfolio is down by 27% (2008), it hurts… how bad does it hurt?
  • Should I sell my stocks and change my strategy?
  • When is the right time to invest in the market? I don’t want to invest right before a crisis!

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