Comments on Dividend Growth Investor: Dividend Grouping for Dividend Income

I have been reading your blog and it has been real...

2009-11-15T08:21:19.913-08:00

I have been reading your blog and it has been really helpful. Thanks a lot. Sorry I don't where to leave a message for this.... but I want to know your thoughts on KMB, Kimberley Clark.....

Thank you for continuing to advance the thinking i...

2009-11-14T05:59:37.765-08:00

Thank you for continuing to advance the thinking in dividend growth investing.

I don't have the tools to do so, but I'd love to see someone incorporate the issue of inflation at some point. A payer that only increases the dividend at the rate of inflation doesn't do investors much good, even though the yield on cost might look great on paper.

I guess what I'm wondering is whether there's a way, looking back to some starting point, to recalculate a real yield on cost, net of inflation. It's easy enough to eyeball in any given year (especially now, with no inflation!) but seems to get obfuscated over time.

Thanks again for thinking differently about dividend growth investing.

A new book on Amazon, called Dividend Growth Inves...

2009-11-13T17:02:37.304-08:00

A new book on Amazon, called Dividend Growth Investing, seems to reflect exactly what you are trying to do with your service. However, it is oriented to helping us to do dividend growth investing ourselves, if we have the time and patience to do the necessary research. You may want to review this book, as I found it very helpful.

I think a lot of what determines allocation is tim...

2009-11-13T09:40:51.240-08:00

I think a lot of what determines allocation is time frame. I'm in my 30's, meaning that I'll have 20+ years before I start drawing on the income. Thus, I'm willing to trade a bit of current yield for future dividend growth.

Of course, that doesn't stop me from drooling over the few stocks that have both, but getting diversification is tougher since so many of them are staples.

Mike