Owner: The DIV-Net - The Dividend Investing and Value Network URL:http://www.thediv-net.com/ Join Date: Fri, 29 Aug 2008 14:55:55 -0500 Rating:0 Site Description: DIV-Net is a network of investors focused on dividend investing, value investing and a long-term buy and hold philosophy. Site statistics:Click here
The Mother Lode - Part Two 2008-08-28 05:30:00 Last week I wrote on the incredible finds that I discovered at the annual book sale at my local library. Here are the final four that I took home that day;The Ordinary Business of Life – A History of Economics – Roger E. BackhouseI think that most investors assume that Economics is a modern study, but Backhouse surveys its history from Ancient times to the present. He doesn’t seem to leave Read more:Part Two
My Brief Dividend Growth History 2008-08-27 05:30:00 Two years ago this month I was 27 years old and I had just opened an online brokerage account with aspirations to build a portfolio for my family's future. I slowly put together a watchlist of stocks and concentrated on saving money and learning as much as I could about stocks and the market. Over time, and as I educated myself, I became naturally attracted to dividend growth investing. The charac Read more:Brief
, Dividend
, Growth
, History
The Four Most Important Metrics When Evaluating Dividend Stocks 2008-08-26 05:00:00 As an investor who buys individual dividend stocks, I have developed a pretty robust methodology for evaluating the stocks that I include in my portfolio. I know that I am in no way a perfect investor and my process is far from perfect. In fact, I look to invest in index and pension funds in addition to my dividend stocks as a way to round out my portfolio and balance the risk of buying individu Read more:Dividend
, Metrics
, Stocks
Stock Analysis: Avery Dennison (AVY) 2008-08-25 05:30:00 Linked here is a PDF copy of my detailed analysis of Avery
Dennison (AVY) (alt.1, alt.2). Below are some highlights from the above linked analysis:Company Description: Avery Dennison Corp. is a leading worldwide manufacturer of pressure-sensitive adhesives and materials, office products, labels, retail systems and specialty chemicals.Fair Value: I consider four calculations of fair value, see pag Read more:Stock
, Analysis
Dividend Aristocrats Outperform S&P 500 Index Year To Date 2008-08-24 05:30:00 It is expected that in downward trending markets that S&P's Dividend
Aristocrats would perform well relative to the S&P 500 Index
. In fact, on a year to date basis through August 22, 2008, the Aristocrats are outperforming the major domestic indexes.As noted in the table below, the Dividend Aristocrats have generated a year to date market cap weighted return of -4.3% versus the S&P 500
The Natural Contrarian's Way to Get Poor Quick 2008-08-23 15:00:00 I open my mailbox and I see an attractive and colorful envelope with big attention grabbing text shouting "They're back...! Dot-Com Profit Stocks. Inside: $2 Net-stock to Blow Google away!". Thinking about my last loss, I lick my lips in anticipation and tear the envelope apart throwing aside the torn paper towards the bin, not caring whether it went in or not. I feel my heart race and gulp as my Read more:Natural
, Quick
New High Yield Dividend Stock: DCP Midstream Partners LP (DPM) 2008-08-23 05:30:00 I was looking through the 52 week stock lows the other day for some ideas for a new stock purchase and came across a couple of natural gas pipeline companies that had come down in price over the past few months. I looked over several other pipeline companies and found that most were down over the past six months, some were down over 40% so far this year.I currently own the natural gas pipeline com Read more:Dividend
, Stock
, Yield
, Partners
, New High
Diageo (DEO) Dividend analysis 2008-08-22 05:30:00 Diageo plc engages in producing, distilling, brewing, bottling, packaging, distributing, developing, and marketing spirits, beer, and wine worldwide.Diageo is an international dividend achiever. It has been increasing its dividends for the past 10 consecutive years. From the end of 1997 up until August 2008 this dividend growth stock has delivered an annual average total return of 10.90 % to its s Read more:Dividend
, Diageo
The Mother Lode 2008-08-21 05:30:00 Every year my local library holds a book sale to get rid of its excess books. I’m not sure why they do this rather than put the books on the shelves for people to check out, but it is a much anticipated event in my household. The book sale was last weekend and I appeared to have hit the Mother Lode in my shopping. I specifically targeted books that dealt with investing or the history of busin
Value Stimulus - PFBC: 2008-08-20 14:00:00 Value Stimulus – PFBC:In my posts labelled Value Insight I enjoy giving readers a perspective of my investing habits and what stocks or themes I might be currently researching, investigating or investing in that I perceive to hold value.I focus a great deal on management in my stock analysis because through experience I've found that the habits, actions and personal interests of those in a decis Read more:Value
No Dividend, No Way 2008-08-20 05:30:00 Sometimes being a dividend investor sucks. As part of my overall investing strategy, I state that 'dividends are half the journey'. This essentially rules out any potential investments that pay a very small, and/or non-growing dividend. There are a few stocks, with stories that I believe in long term that were eliminated from my watchlist because of this fact.Google (GOOG) - This company is pur Read more:Dividend
What a Couple of Days Away From the Stock Market Can Teach You 2008-08-19 05:00:00 I have recently completely relocated my family from our comfortable lives in Canada to a much different life in Norway. My company has moved me and so far it has been the experience of our lives. Many new sites, things to do, and cultural experiences to learn from. Like any move, whether it is down the street or to a completely different continent 1000's of kilometers away, there are always iss Read more:Stock
, Market
, Stock Market
Stock Analysis: Walgreen Co (WAG) 2008-08-18 05:30:00 Linked here is a PDF copy of my detailed analysis of Walgreen
Co (WAG) (alt.1, alt.2). Below are some highlights from the above linked analysis:Company Description: Walgreen Co is the largest U.S. retail drug chain in terms of revenues. It sells prescription and non-prescription drugs, beauty care, personal care, household items, candy, photofinishing, greeting cards, seasonal items and convenienc Read more:Stock
, Analysis
Media And The Market Often Disconnected 2008-08-17 05:30:00 I recently read an article by Dick Davis of the famed Dick Davis Digest titled, The Stock Market
and the Media: Turn It on, But Tune It Out, that essentially highlights the fact the news media tends to be out of sync with future market action. Dick Davis is also the author of The Dick Davis Dividend. My take on his media article is the news media tends to focus on short term news information that Read more:Often
Jazz Technologies Merger Arbitrage 2008-08-16 15:00:00 Jazz Technologies (JAZ) announced on May 19, 2008 that they are being acquired by Tower Semiconductor (TSEM). The final decision of the deal is expected to announced dependent on the results of the special meeting of shareholders scheduled for September 17, 2008. When I started to look into this merger yesterday, the spread was at 15%. Today, August 13, the spread fluctuates between 6-9%. However, Read more:Merger
, Arbitrage
The Easy Way: Dividend ETFs 2008-08-16 05:30:00 I realize some investors out there may be interested in investing in dividend stocks but may not be ready to purchase their own stocks and manage their own portfolio. Additionally some investors may not have the time or want to select their own stocks but want the benefits of investing in dividend stocks. Exchange Traded Funds (ETF's) are a great way way for investors to participate in stocks but Read more:Dividend
Dividend Growth and Earnings Per Share versus Total Return 2008-08-15 05:30:00 Ever since I started analyzing stocks on my blog, I have been gathering information about several stocks in my data folders. I wanted to check what was the relationship between the ten year dividend growth rate and the ten year total return of the stocks that I previously covered on my blog. This is not a comprehensive list and the sample is biased as it mostly contains dividend aristocrats that I Read more:Dividend
, Growth
, Earnings
, Share
, versus
, Total
, Return
National Western Life Insurance (NWLIA) - An Update 2008-08-14 05:30:00 On July 17, I wrote on The Div-Net on a little known life insurance company called NationalWestern
Life (NWLIA). The company reported earnings last week and I wanted to update my thoughts on the stockNWLIA reported net earnings of $18.1 million, or $5.10 per diluted Class A share.Operating revenues were $127.4 million. This measure excludes realized investment and derivative gains or losses. Read more:Update
The Future of Canadian Dividend Growth II 2008-08-13 05:30:00 In the quest to select solid dividend paying stocks that will appreciate over time and pay ever-increasing cash back to us in the form of dividends, success lies in the future, not the past. Sometimes the best dividend growing stocks for the future might be only in their infancy as far as dividend growth goes. As investors, if we can spot these stocks early we can be rewarded in spades as the year Read more:Dividend
, Growth
, Future
, Canadian
Mutual Fund Returns Versus Individual Investor Returns 2008-08-12 05:00:00 While listening to the podcast over at SoundInvesting.com, I was referred to an article by famed investment columnist Jason Zweig. In this article he spoke about the difference between what the mutual funds present as their investment returns in market materials and what individual investors actually made. To get to the point, here is the crux of the argument: The returns earned by mutual fund i Read more:Mutual
, Returns
, Individual
, Investor
Stock Analysis: Air Products and Chemicals Inc. (APD) 2008-08-11 05:30:00 Linked here is a PDF copy of my detailed analysis of Air Products
and Chemicals Inc. (APD) (alt.1, alt.2). Below are some highlights from the above linked analysis:Company Description: Air Products and Chemicals Inc. produces industrial gases and specialty and intermediate chemicals and also has interests in environmental and energy-related businesses.Fair Value: I consider four calculations of fa Read more:Stock
, Analysis
The Dollar, Oil and Equity Prices 2008-08-10 05:30:00 Many critical factors are having dramatic moves of late that could impact the future direction of stock prices. In this article I will address factors an investor should consider as a result of declining oil prices and a strengthening dollar. Last week I did post an article on my blog dealing with the potential currency impact for international investments titled, Be Aware Of Currency Impact With Read more:Dollar
, Equity
, Prices
Time to look at energy stocks? 2008-08-09 05:30:00 It is time to look at at energy companies? I know may people would say oil and gas production companies are not solid dividend stocks but do they represent a good value. Oil is down around 20% from its high on July 3 and as oil has pulled back, energy stocks have dropped. This week, the S&P 500 energy sector dropped into bear market territory after declining more than 20% from its record highs
Dow 370,000 2008-08-08 05:30:00 In my previous article last week I tried to illustrate the point that one should start investing as soon as possible. This time I will try to prove that long-term investing and dividend reinvestment are important tools that would enable the shrewd dividend investor through good and bad times.I recently stumbled upon a long-term chart of the Dow Jones industrial’s average which covers the period
Barrett Business Services (BBSI) – A Follow Up 2008-08-07 05:30:00 One problem with Value Investing is that sometimes in trying to determine when to buy a Stock, an investor will try to wait too long, and miss an opportunity. On July 3, 2008, I posted on The DIV-Net on a company called BarrettBusinessServices
(BBSI). The company had no debt, lots of cash, high insider ownership, a candid management team, and had fallen 60% from its high. In short, it was al
Should You Stick With Stocks 2008-09-21 05:30:00 This will be a somewhat shorter post as we have been without electricity since last Sunday. However, given the volatility seen in the market this week, many investors are wondering what to do with their stock investments. Warren Buffet's thoughts regarding the market can be summed up in one of his famous quotations:"I will tell you how to become rich. … Be fearful when others are greedy. Be gree Read more:Stick
, Stocks
Weekend Reading Links - September 20, 2008 2008-09-20 15:00:00 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 (DIV-Net) over the past week:Articles From DIV-Net MembersDividends4Life presented 7 Stocks Priced For BuyingThe Dividend Guy presented Invest When It Feels Like the End of the Read more:Weekend
, Reading
, September
Dividend Stock Review: Corning (GLW) 2008-09-20 05:30:00 I have added Corning (GLW) to my watch list and will look at the stock as a possible buy over the next few months. Here is a review of GLW:GLW makes high technology fiber optics for the global telecom industry and high performance glass components for the personal computer and television maker industries. Their primary business segments as of the first half of 2008 are display technologies which i Read more:Dividend
, Stock
“The Top 40 Dividend Stocks for 2008 – How and Why to Build a Cash Machine of Dividend Stocks”, Book Review 2008-09-19 05:30:00 Recently I received an interesting book on dividend investing, titled “The top 40 DividendStocks
for 2008 – how and why to build a cash machine of Dividend Stocks”, written by David P. Van Knapp. The author, who also maintains the site sensiblestocks.com, decided to skip the publishers altogether and has his book available to readers online in a PDF format. That made it easier for him to pr Read more:Build
, Machine
You Can Be A Stock Market Genius! 2008-09-18 15:00:00 You can be a stock market genius! No this isn't a review of one of those Dummy series books on getting rich. The book is in fact written by Joel Greenblatt, the author of everybody's favourite, The Little Book That Beats The Market
. With the markets in turmoil, I'm sure there are so many good opportunities out there and many investors are probably busy going through all the financial statements o Read more:Stock
, Stock Market
Recommend Site To A Friend
