DividendGrowth.ca blog

blog:bear_market

Anonymous (anonymous@undisclosed.example.com) — 2009-03-06T11:57:49+00:00

blog:bear_market_rallies

Anonymous (anonymous@undisclosed.example.com) — 2009-03-06T11:52:33+00:00

blog:clearance_sale

Anonymous (anonymous@undisclosed.example.com) — 2009-06-07T21:14:11+00:00

Few Bargains Janson Zweig's June 6 column in the Wall Street Journal: is this rally a great garbage market? Stocks that pay dividends have been dragging behind. I noticed this in our list too...especially in the utilities. I hope to have a table in June's issue showing the peak yield of each stock in our list and when it was, as well as its annual price growth since 1998 and the portion of the total return resulting from dividends over …

blog:contagion

Anonymous (anonymous@undisclosed.example.com) — 2009-03-12T12:02:20+00:00

Contagion I've started reading Contagion by John R. Talbott, Wiley $26.95 226 pages. I do not expect to finish the book. As usual, maybe because I'm left-handed, I started at the back. His last sentence (on page 266) is: “If this crisis was a shot across the bow, maybe it will be the clarion call needed to make people rethink how they wish to live their lives, to decide what is truly important in life, and what ultimately they hope to accomplish with their short time here on the planet.

blog:dividend_increases

Anonymous (anonymous@undisclosed.example.com) — 2009-03-06T11:56:33+00:00

Dividend Increases We'll be watching dividend increases in 2009, won't we?. Dividend increases are signs. I read a bit of Plight of the Fortune Tellers: Why We Need to Manage Financial Risk Differently by Riccardo Rebonato. The first chapter is available the the Princeton Press web site. I've stopped read it

blog:economist_may_9_2009

Anonymous (anonymous@undisclosed.example.com) — 2009-05-13T13:04:12+00:00

Economist May 9 2009 * 'Inflation is bad, but deflation is worse' was the title of one of The Economist's editorials in their May 9 2009 issue. I've read it twice so far. “Inflation or deflation tell me if you can: will we become Zimbabwe or will we be Japan?

blog:few_dividend_reductions_in_canada

Anonymous (anonymous@undisclosed.example.com) — 2009-05-10T20:54:20+00:00

blog:home

Anonymous (anonymous@undisclosed.example.com) — 2009-03-07T16:59:54+00:00

ray of hope John Authers is the Investment Editor of the Financial Times. His February 20 2009 'The Long View' column was titled: 'Dividends retain a ray of hope for investors'. This column can be found on the Financial Times site, using their search engine. I've read the column many times already and I keep finding more in it. For instance, from 1933 to 1936, US dividends rose by 17% a year. If that's not a ray of hope, what is. We need reasons to hold or stocks, as Mr Buffet does through

blog:letter

Anonymous (anonymous@undisclosed.example.com) — 2009-03-06T11:50:43+00:00

blog:march_2009

Anonymous (anonymous@undisclosed.example.com) — 2009-03-07T17:55:49+00:00

March 2009 Investors “should not harbour fantasies of an immediate return to either previous (and with hindsight, unrealistic) market levels, or to previous high rates of return”. This could be my lead next issue. It's from the Triumph of the Optimists (under

blog:monday_january_21_martin_luther_king_day

Anonymous (anonymous@undisclosed.example.com) — 2009-03-06T11:48:46+00:00

blog:no_ordinary_recession

Anonymous (anonymous@undisclosed.example.com) — 2009-07-13T12:35:27+00:00

"no ordinary recession" “this is no ordinary recession” Niels Jensen Refer to the July 2009 link to Mr Jensen's paper about: “Are we facing a deflationary spiral or will the monetary and fiscal stimulus ultimately create (hyper) inflation?” A crisis of the magnitude we are having does not fade into obsecurity easily.

blog:searching_for_value

Anonymous (anonymous@undisclosed.example.com) — 2009-04-01T11:57:52+00:00

Searching for value Here's another terrific Buttonwood column from The Economist of March 26 2009. The topic is valuation. Shares are not dirt cheap. They discuss dividend yield and price/earnings and some interesting ideas on relative valuation including equity risk-premium.

blog:yield_charts_may_2009

Anonymous (anonymous@undisclosed.example.com) — 2009-05-26T19:03:38+00:00

Yield Charts May 2009 STALWART YIELDS ARE HIGH: “What is it that most investors fail to consider?” (answer just below) I've been watching my weekly-plotted yield charts recently. They go back to 2000. (My monthly charts go back to 1985) Our old stand-by stocks near the bottom of our list have not had such high yields in years. BCE, in fact, has not had a higher yield this century, TRP since 2001, Enbridge since 2004, Telus was higher in 2002 and 2003 with the dividend reduction hubbub, CU, as y…