Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for December 2009, Year-To-Date (2009) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.
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Sat. Jan. 16, 2010
pcp, progress
Pocket Change Portfolio – December 2009
Wed. Oct. 14, 2009
classics, commentary
Dividend Payout vs. Free Cash Flow Payout
I am a firm believer in keeping things simple. However, you can simplify things to the point they no longer have value. In my opinion, a lot of the commonly used financial metrics can be very misleading unless you understand what is behind them. I would put EBIT, EBITDA and Dividend Payout in this category. As an investor in dividend stocks, I see Dividend Payout used a lot, so let’s take a closer look at it.
More on this topic
(What's this?)
Five Dividend Stocks for long-term dividend growth
(Dividend Growth Investor, 10/27/09)
Ten Dividend Kings raising dividends for over 50 years
(Dividend Growth Investor, 2/17/10)
Anticipating Dividend Increases
(Buying Value, 3/7/10)
Wed. Aug. 5, 2009
classics, commentary
Five Dividend Stocks With Different Reasons Not To Buy
Sometimes good companies aren’t good buys, and this is not always a bad thing. Often it is a result of the market over reacting in a positive direction. The stocks simply become overvalued, but their underlying fundamentals remain excellent. Below are a couple of companies that fall into this group:
More on this topic
(What's this?)
Stock Analysis: Illinois Tool Works Inc (ITW)
(The DIV-Net, 5/11/09)
Illinois Tool Works Strangle (ITW)
(Attitrade-Proactive Trading, 1/6/10)
(ITW) Illinois Tool Works Sees Revenue Growth
(Stock Blog Hub, 2/17/10)
Wed. May. 20, 2009
commentary
Ten Dividend Stocks Beating The S&P 500
So far in 2009, the Dividend Aristocrats have under-performed the S&P 500. However there are several dividend stocks that have done quite well and beat the S&P 500 index, and some of those companies just might surprise you!
Wed. Apr. 15, 2009
commentary
International Income Investing
Any investor that understands the merits of asset allocation also understands the importance of including an international allocation in their portfolio. The concept is that in “normal” times there is always a market somewhere in the world rallying. To meet my set international allocation, I have focused on the following four areas of my overall portfolio:
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Wed. Feb. 11, 2009
process
The Best Dividend Stocks In The World
I couldn’t begin to estimate how many different stocks are traded around the world on the various exchanges. Like everything else, there are many participants, but few players. Though the population of stocks may be large, there are only a precious few that are worthy dividend stocks. When spending my time looking for worthy investments, there are four primary places I look:
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Mon. Feb. 9, 2009
analysis
Stock Analysis: BP Plc (BP)
This article originally appeared on The DIV-Net February 2, 2009.
Linked here is a detailed quantitative analysis of BP Plc (NYSE:BP). Below are some highlights from the above linked analysis:
Company Description: This supermajor integrated oil company (formerly BP Amoco p.l.c.) is based in London and is the world’s second largest publicly owned oil company and the fourth largest U.S. refiner.
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Thu. Nov. 13, 2008
classics, commentary
Searching the World For The Best Dividend Stocks
Most people would agree that an asset allocation should include a defined percentage dedicated to international investments. As a dividend investor, this has been one of the more difficult allocations within my portfolio. I have identified several difficulties in locating, acquiring and owning international stocks:
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38 Dividend Securities For A Well-Rounded Asset Allocation
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