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Saturday, February 1, 2014

Best Dividend Investing Articles for January 2014

For your weekend reading enjoyment, I have highlighted a few interesting articles from the archives, which I find to be relevant today. The first five articles have been written and posted on this site, while the last five have been selected from other authors. I tend to post anywhere between three to four articles to my site every week. I usually try to write at least one or two articles that contain timeless information concerning dividend investing. This could include information about my strategy, or other pieces of information, which could be useful to dividend investors.
Below, I have highlighted a few articles posted on this site, which many readers have found interesting:

The Security I Like Best: Philip Morris International

I analyzed Philip Morris International (PM), which is one of the largest positions in my dividend portfolio. I discuss risks and opportunities that could propel earnings and dividends over the long-haul. I also discuss why the company is a steal at current valuations, and why it is the security I like best at the moment.

How Did Warren Buffett Build his Fortune

Most investors know that Buffett is a legendary stock picker. His fortune was built on the operational leverage he had as a general partner of the Buffett Partnerships he managed between 1956 - 1969. His fortune was also aided by the low cost leverage from Berkshire's insurance operations. The leverage at BPL and the insurance float magnified his performance. However, he would have achieved success even without those levers. This is because Buffett has been able to spend 60 - 70 hours/week studying and learning about different investment opportunities for the past 70 years.

Should Dividend Investors Worry About Rising Interest Rates?

Many investors are scared from the potential of rising interest rates. In this article, I outlined several reasons why I am not taking into my investment considerations the possibility of rising interest rates. I believe that while rising interest rates can change asset valuations, dividend investors are not spending their time wisely by focusing on macroeconomic factors.

How to buy when there is blood on the streets

It is very interesting how there is never a perfect time to acquire partial ownership stakes in quality income producing companies. There is always a reason not to buy. In this article, I discuss how investors should try to capitalize on excessive fears by others. I illustrate that with my purchases of Target (TGT), which I plan to dollar cost average into monthly, throughout 2014.

I read a lot about companies, and also read a lot of interesting articles from all over the web. A few that I really enjoyed over the past months include:

How I analyze and Value Stocks

Dividend Mantra discussed his process for analyzing dividend paying stocks. This was a very comprehensive article, which included not just quantitative factors, but qualitative factors such as moats, brand names, economies of scale etc.  Last, he also discusses different resources investors could use, in order to research a company. There are quite a few similarities between his process and my research process.

The Ultimate Goal of Dividend Investing

Passive Income Pursuit provides some background on how he got started with dividend growth investing. He also discusses why the strategy is working for him, and provides good examples about his dividend snowball. His goal, is to ultimately have dividends pay for his monthly expenses, and not be reliant on a job that could be eliminated at any time.

How to earn rental income with REITs

Canadian Blogger My Own Advisor, provides a very good overview for beginners on REITs. He discusses the pros and cons of REITs, which provide an alternative to investors who want exposure to real estate investing, but do not want to receive the proverbial 2 AM call from tenants.

Dividend Growth Portfolio for Passive Income

Joe at Retireby40 discussed his dividend portfolio holdings.  He is able to generate a very sizeable amount of passive dividend income, which would likely grow in the future. His portfolio is more concentrated than I would like it however, which is why he is trying to trim a few positions.

Thank you for reading Dividend Growth Investor site. I am also on Twitter, if you are interested in following me on another platform, where I post about recent trades I have made.