http://dividendgrowth.ca/dividendgrowth/ 2026-04-27T19:48:24+00:00 http://dividendgrowth.ca/dividendgrowth/ http://dividendgrowth.ca/dividendgrowth/lib/tpl/minima/images/favicon.ico text/html 2008-10-16T16:46:30+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:2005_comments.html&rev=1224175590&do=diff 2005 Comments on Assorted Topics Dividend mutual funds - I received some promotional material from National Bank Securities yesterday aimed at investment advisors. It is interesting, sometimes, to be on those mailing lists and see how the material is slanted. They think I'm a 'normal' advisor. text/html 2008-10-16T16:46:30+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:about.html&rev=1224175590&do=diff About The Connolly Report (about dividend-paying common stocks and their dividend growth) has been published since 1981 by Thomas. P. Connolly, BCom. ('64) toward the end of February, April, June, August, October and December. Sorry. The print edition is text/html 2008-10-16T16:46:30+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:againstgods.html&rev=1224175590&do=diff Book Review: Against the Gods Against the Gods - The remarkable Story of Risk - by Peter L. Bernstein, Wiley 1996 “diversification if not a guarantee against loss, only against losing everything at once” 336 “If you are not going to sell a stock, what happens to its price is a matter of indifference. For true long term investors - that small group of people like Warren Buffet who can shut their eyes to short term fluctuations and who have no doubt that what goes down will come back - volatili… text/html 2008-10-16T16:46:30+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:allaboutdi.html&rev=1224175590&do=diff All About Dividend Investing by Don Schreiber and Gary Stroik, McGraw-Hill 2004 This paper back covers the basics of dividend investing fairly well. However, the examples and data are American...rather useless to us. If you have been buying common stocks which pay dividends and experiencing dividend growth for a few years, you will not find to much new here. The authors have not developed the ideas behind dividend investing to the level we have. A novice investor, however, could find this boo… text/html 2008-10-16T16:46:30+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:annuity1.htm&rev=1224175590&do=diff Arguments Against Annuities Connolly Report p 210 February 1990 For those who are being pestered by annuity agents, here are nineteen arguments designed to cool the eloquence of the most persuasive professionals. I have organized the ideas into a quasi-dialogue and substantiated many points with facts. At the same time, I tried to incorporate the many advantages of RRIFS. The list of twenty RRIF advantages in my August 1986 issue (page 126) is still valid. text/html 2008-10-16T16:46:31+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:books.htm&rev=1224175591&do=diff Investment Books Book Reports: The Investment Zoo by Stephen Jarislowsky 2005 - the best of the lot Value Investing from Graham to Buffett and Beyond by Greenwald et al, Wiley - a work in progress Jan 2006 Bull's Eye Investing 2004 by John Mauldin, Wiley Against the Gods 1996 by Peter Bernstein, Wiley Bull! A History of the Boom 2003 by Maggie Mahar, Harper Business text/html 2008-10-16T16:46:31+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:chaff2.htm&rev=1224175591&do=diff Report Summaries October 12 2007 1. A half page each about two studies on dividend stocks. A) Stocks which do not pay dividends flounder in storms based on David Stanley's ideas in October's MoneySaver and B) Valuation at the time of purchase matters a lot. 11% was the real average return for stocks purchased when the yield was in the high range versus 4% forward average annual real return for those stocks in the expensive quintile. MESSAGE: Don't buy expensive [popular] stocks: use valuatio… text/html 2008-10-16T16:46:31+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:eightyone.html&rev=1224175591&do=diff 1981 I began the Connolly Report in 1981 while still teaching Business. It evolved from my lesson plans. I rarely used approved texts. Nine of the people I taught with back then still subscribe. The knew me, had faith in my work and are my most precious subscribers. text/html 2008-10-16T16:46:32+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:inctrust_oct06.html&rev=1224175592&do=diff Income Trust Announcement of October 31 2006 I happened to be at the cottage for the income trust announcement on October 31st. Vindicated was the word that came to my mind and a big smile came to my face. “Yes”, I said to myself in my out loud voice. Finally, these 'trusts' have be recognized for what they are: an unnatural form of business organization. The Globe and Mail called them text/html 2008-10-16T16:46:32+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:index.html&rev=1224175592&do=diff Dividend Growth Growing retirement income from certain dividend-growing common stocks. Since 1981 “Any good investment idea”, Warren Buffet says, “can be put in one paragraph.” Here's mine in a sentence. When they are value priced (measured by yield), I buy premium common stocks with a good record of dividend growth and hold them for the increasing income: as the dividend rises, so does the share price. Charles Dow, years ago, used yield to measure value too. So did Robert H. Heilbrum and Ger… text/html 2008-10-16T16:46:32+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:old_pages&rev=1224175592&do=diff Old Pages * 2005_comments.html * about.html * againstgods.html * allaboutdi.html * annuity1.htm * apr00front.htm * archives.htm * aug00_comment.htm * bank+Apr00p2.htm * bearmarket_rally.html * bear_mkt.htm * black_swan_book.html * bogle2_june.htm * bogle_on_risk.htm * bonds.htm * books.htm * brokers.html * bullseye.html * bull_bkreport.htm * cbe.htm * chaff2.htm * closed.html * coxebook.html * current.html * dec04ideas.html * dg_strategybook.h… text/html 2008-10-16T16:46:33+00:00 Anonymous (anonymous@undisclosed.example.com) http://dividendgrowth.ca/dividendgrowth/doku.php?id=old_pages:yourself.html&rev=1224175593&do=diff Investing Yourself (mostly revised September 2006) FAQ #8 added December 2006) paragraph 4 revised July 2007 * You can invest yourself. In fact, you must learn to invest yourself. Here's one mighty powerful reason: if you had bought Bank of Nova Scotia common shares in 1990, you would have earned a total return of 31.6% per year up to the end of 2005. Of this, 14.2% was dividend yield on the original investment and 17.5% in capital appreciation. Thirty two percent a year.