The Essential Guide to Dividends
If you’re new to the site, check out this key resource.
I enjoyed this clip where David Gardner from the Motley Fool appeared on CNBC.
During the clip, David is constantly bombarded with macro-economic questions and quarterly predictions, and he keeps bringing the discussion back to a focus on individual companies and ground-up fundamental assessment. David, as a growth investor that focuses on particular trends and the companies that lead them, of course must take into account specific macro trends, but he wisely understands that worrying about numbers like “$2 trillion on corporate balance sheets” across the board isn’t the most productive use of time.
Quarterly reports and speculative trading are great for the media. Talking about long-term investing is not too profitable for them. For individual investors that wish to go further than an index, I strongly encourage ground-up fundamental analysis of companies, and particularly dividend-paying companies.
Here’s a list of several valuable articles I’ve read this week:
Maddy’s Three Year Investment Journey
Andrew Hallam posted a great article on asset allocation. A primary point he makes is that most people should want a falling stock market rather than a rising one. Although his article is about asset allocation, the lessons are equally important to individual stock investors and especially dividend investors. A lower market means that an investor gets a better dividend yield for her money.
What Are Your Personal Financial Ugly Ducklings?
Which of these mistakes are you guilty of, and how can you fix them?
Balancing Consumerism With Frugality
27 and Frugal posted a very concise graph of how frugality has an optimum point, and that too much can actually lead to less financial gain.
Portfolio Update: September 2010
Beating the Index showed his index-beating portfolio consisting of Canadian equities. It’s quite a focused portfolio.
If You’re a Dividend Investor You Should Know Who Grace Groner Is
Read the story of the lady who turned $180 into $7 million by investing in one company and reinvesting all dividends.
5 Reasons To have An Emergency Fund
Invest It Wisely presented five reasons to have an emergency fund. In addition, if my reading list is not big enough for you, his current weekend reading list is about as epic as one can post.
12 Dividend Stocks Delivering the Secret to Success
Dividends Value posted another great dividend stock list.
Eli Lilly Stock Analysis
The Dividend Pig analyzed the pharmaceutical giant Eli Lilly.
US Dividend Portfolio Analysis
The Dividend Guy analyzed the dividend portfolio of an investment broker.
Johnson and Johnson Analysis
Defensiven posted his analysis of Johnson and Johnson.
Lowe’s (LOW) Dividend Stock Analysis
Dividend Growth Investor posted an analysis of Lowe’s.
Dividend Stock Power Rankings
Dynamic Dividend keeps a “power ranking”, which is his list of 25 best values among dividend paying stocks.