The Essential Guide to Dividends
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While you’re at it, follow me on Twitter to get some of my stock thoughts. This week I sold CMFO (my first stock sale of 2010) for a moderate gain and used the capital to purchase Texas Instruments (TXN). On Twitter, I post links about companies in my portfolio, and mention stocks on my watch and buy lists.
A little while back I posted the article: 7 Dividend Stocks with Huge Moats
To further discuss moats, I found this video from Morningstar’s Youtube channel. Pat Dorsey discusses the types of moats that Morningstar looks for in investments. Mentioned in the video are Microsoft and UPS, two of the seven companies I highlighted, along with several other high-moat businesses.
In addition, I’ve read several worthwhile articles this week:
Investing Is Not Sexy, But The Result Is
The Dividend Guy manages to include pictures of Scarlett Johanson and Justin Timerlake in an article about dividends and make it completely relevant. My hat is off, sir.
Hudson City Bancorp Stock Analysis
Defensiven analyzed the big bank that didn’t need a bailout. It hoarded cash heading into the financial crisis instead of making bad loans like most other banks. I’ve been looking forward to his analysis, as this company’s metrics are attractive to me and yet I’ve not looked into it deeply. The growth has been impressive but the company seems to have stalled a bit recently. I’m going to have to really look into it one of these days. If a bank with a 22% annual growth rate, a 5% dividend yield, and a P/E of 10 sounds good to you, I suggest you go read about it.
Your Interest Is Their Interest
I love this article, from the title all the way to the end. Andrew Hallam absolutely slams this financial absurdity with a concise and sarcastic article.
Lockheed Martin Stock Analysis
As an engineer in the aerospace industry, it’s a conflict of interest for me to own most aerospace stocks, and so I haven’t really bothered to check out their financials and present stock analysis articles. Other bloggers, like DGI, are more than happy to provide readers with information.
The Gods of War
While you’re on that topic, read Craig’s article about defense companies. And he recently posted his div portfolio.
The Inmates Are Running the Asylum
DIY Investor points out the absurdity of the current bond situation using Walmart as an example. His conclusion is to go with dividends. (And of course I agree.) This is a great article, and very concise.
Beating the Index
This is the place to go if you are either Canadian or interested in energy stocks, and especially if you happen to be a Canadian interested in energy stocks.
Increasing Dividends Through Profit Taking
The Passive Income Earner highlights several intriguing dividend companies.
Yield Alert
Dynamic Dividend is a pretty slick site. Consider having a look at his yield alert notices.
Early Retirement
The Loonie Bin discusses some financial decisions for early retirement. Several useful comments from readers expressed their goals for retirement as well.
Financial Satisfaction; Now and Later
A guest post on Barbara Friedberg Personal Finance about how mindset plays into wealth.
Pros and Cons of a Credit-Only Spending System
The Financial Blogger discusses the usefulness of using a credit card to make your purchases, and includes info about the downsides as well.
The Importance of Opportunity Costs
Invest it wisely uses personal examples to discuss opportunity costs.
We Were Dividends, Before Dividends Were Cool
Dividends Value points out that nearly everyone is concluding that dividend investing is the way to go, and he’ll be happy when the crowd moves on to another “fad”.
The Gift Of Time
Dividend Dollar provided a real-life example of why time is so precious.
4 Social Responsible Investments
Buy Like Buffett presents several investment ideas to possibly help align your portfolio with your values.
40 Percent 20 Years
Warren Buffett is a lot more popular internationally than I had previously realized. Check out this blog, 40 Percent 20 Years. There’s a nifty translate button.
Would You Rather Grow Up Wealthy Or Not?
Young and Thrifty asks this important question, and the best answer might not be as obvious as it appears.
Carnivals:
Carnival of Personal Finance
Good links, especially the Morningstar video. They have very good material on that site. I am currently reading the book you recommended a while back “The Ultimate dividend playbook” (written by morningstars Josh Peters). It seems like a great book! Wellwritten and enjoyable aswel as good advice. I think this will be my favourite book after The intelligent investor.
Thanks for mentioning defensiven. I am also glad to see that you have found your way to swedish 4020. There is so much good information on his blog that you almost drown in it:)
Warren Buffet is quite famous in Sweden, there is even a swedish investment firm called “Spiltan” who tryes to be swedens version of berkshire.. the CEO has written two books titled something like “How all swedish people can be millionares” and “This is how Warren Buffet became the worlds richest person”. The books are very popular, they have been on several toplists.
Thanks for the mention DM.
Enjoy your weekend!
I’m glad you’re liking the book, Defensiven. I’ve seen 4020 blog before, as he is part of Div-Net. Since google’s translator works better than I had expected, I’ve been looking through it more than I was initially.
Spiltan sounds interesting. It’s good to see that Buffett’s investment philosophy has found its way around the world.
Thanks for the mention! That is quite a quality list of articles :)
Thanks for the mention!
Thanks for the mention! Have a nice weekend!
Thanks for the mention, Dividend Monk :) I hope you have a great weekend.
I appreciate the plug for TXN. Their increasing revenue, EPS, dividend aspects and attractive ROI, ROE and debt/equity ratio definitely sparked my curiosity!
Hi Pey,
I posted this on twitter, where the Texas Instruments CEO discusses strategy:
http://www.ti.com/corp/docs/investor/compinfo/CEOPerspective.shtml
I used material in this speech when making the Texas Instruments stock analysis, which is complete but not published on my blog yet. I picked Texas Instruments for my portfolio because I’m more knowledgeable about their products than other semiconductor companies, I like their diverse strategy in the right niches, they have a fairly good valuation and a great balance sheet, and they recently announced a $7.5 billion share repurchase plan which, at the current valuation, would be a good value for shareholders. (Unlike some of their previous share repurchases at bad valuations.)