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Re: Dividend Stocks?
Old 08-24-2005, 09:37 AM   #21
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Re: Dividend Stocks?

Cycling, check out STON (which I own). Looks to me like it is basically a REIT, and pays a high, tax deferred distribution in return for a certain amount of PITA at tax time.
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Re: Dividend Stocks?
Old 08-24-2005, 09:56 AM   #22
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Re: Dividend Stocks?

I cannot really evaluate STON because it is so new (at least in terms
of being a public company). I like at least 5-10 years of track record to
analyze how management responds to different market conditions (and
explains them to shareholders, if the actions need explaining), to watch
balance sheet drift, etc. While this might cause me to miss out on some
big gains early (ARE) on companies that I later like, it also keeps me
out of those that seem like they should work (CEI), but end up with
problems. At this point in my investing career, I only need to keep hitting
singles, and do not need the risk associated with possible home runs.
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Re: Dividend Stocks?
Old 08-24-2005, 09:59 AM   #23
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Re: Dividend Stocks?

Quote:
Originally Posted by DOG51
I believe Unclemick2 would say......"pssst Wellesley".*
I really don't understand the love of Wellesley on this forum.* *Is this a running joke or something?* *I think TH (may he RIP) originally brought this up as a rock-solid 4%-dividend fund.* *It's a 60% bond fund, folks!* *Those "dividends" are mostly bond interest.* *That's not what we're talking about here.
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Re: Dividend Stocks?
Old 08-24-2005, 10:13 AM   #24
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Re: Dividend Stocks?

Quote:
Cycling, check out STON (which I own).* Looks to me like it is basically a REIT, and pays a high, tax deferred distribution in return for a certain amount of PITA at tax time.
As we die Brew profits.* Guy has his hand in everything. Edit - I'm jealous
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Re: Dividend Stocks?
Old 08-24-2005, 10:22 AM   #25
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Re: Dividend Stocks?

Quote:
Originally Posted by wabmester
I really don't understand the love of Wellesley on this forum.* *Is this a running joke or something?* *I think TH (may he RIP) originally brought this up as a rock-solid 4%-dividend fund.* *It's a 60% bond fund, folks!* *Those "dividends" are mostly bond interest.* *That's not what we're talking about here.
Yes... it was meant to be a funny. I sure am sorry to have irritated you.
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Re: Dividend Stocks?
Old 08-24-2005, 01:49 PM   #26
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Re: Dividend Stocks?

I probably missed it along the way but does anyone own DIV? It is yielding 6.6% and the fund contains utlilites 65%, oil 8%, brokers and finance 13% and other 14%. Over the last 10 years the price has been as high as 17.07(1998) to a low of 12 in 2002. It is currently 13.63/sh.* *
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Re: Dividend Stocks?
Old 08-24-2005, 08:55 PM   #27
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Re: Dividend Stocks?

Quote:
Originally Posted by DOG51
I probably missed it along the way but does anyone own DIV? It is yielding 6.6% and the fund contains utlilites 65%, oil 8%, brokers and finance 13% and other 14%. Over the last 10 years the price has been as high as 17.07(1998) to a low of 12 in 2002. It is currently 13.63/sh.
http://www.etfconnect.com/select/fun...asp?MFID=10378

I am a little turned off by their 1.83% expense ratio. That would
seem to suck alot of the underlying stock dividends away. I believe
the expense ratio for DVY is only about 0.4% for comparison.
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Re: Dividend Stocks?
Old 08-25-2005, 08:12 AM   #28
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Re: Dividend Stocks?

PWI 10% dividend.
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Re: Dividend Stocks?
Old 08-25-2005, 08:36 AM   #29
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Re: Dividend Stocks?

Own PEP, GE, MWD, AMAT, and SBC. I'm a long-term stock holder although I did shed CHTR and SUNW a few yrs back. (and glad I did) My plan is to take the dividends in 15-20 yrs. Until then I'll just keep reinvesting. And I'm thinking of adding Walgreens and maybe an LNG stock.

These stocks are outside or our Roth IRAs and 457 accounts.
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Re: Dividend Stocks?
Old 08-25-2005, 07:01 PM   #30
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Re: Dividend Stocks?

Hello
I am not sure about DVY. I was looking at DVY vs VTV (value viper). The difference in total returns especially yield is not much different. But VTV has better diversification and lower fees.
Yield Total returns(YTD) Fees Holdings
DVY 2.94 5.77 .4 100
VTV 2.31 4.48 .15 400

Does it seem that DVY is going for growth over yield to anyone else?

Mike
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Re: Dividend Stocks?
Old 08-25-2005, 07:32 PM   #31
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Re: Dividend Stocks?

Quote:
And I'm thinking of adding Walgreens
Best friggin retailer that never gets any pub.

Quote:
Does it seem that DVY is going for growth over yield to anyone else?
Just less diversified. Everything else looks similar.

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Re: Dividend Stocks?
Old 08-25-2005, 11:53 PM   #32
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Re: Dividend Stocks?

Hello Wildcat,
I looked at the index DVY uses.
http://www.djindexes.com/mdsidx/down..._Selection.xls
It has 200 companies of which DVY uses about 100. Everything down to about the 70th company beats DVY’s yield. The yield seems like a pretty easy target to hit.

But a 20% turnover for the fund seems high. I am thinking they may be chasing growth. I am probably wrong, but something doesn't smell right.
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Re: Dividend Stocks?
Old 08-27-2005, 11:17 AM   #33
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Re: Dividend Stocks?

ADVDX

Alpine Dynamic Dividend Fund

Management:* Jill K. Evans, Kevin Shacknofsky (since 2003 inception)

This innovative new fund was established to take advantage of the 15% maximum U.S. federal income tax rate for qualified equity dividends.* Unlike conventional equity-income funds, the Fund utilizes three distinct portfolio strategies. Guided by the sixty-one day holding period that the new dividend regulations specify, we seek to turn over one part of the portfolio in order to increase the dividend flow beyond four quarterly payments.* We focus another part of our research toward identifying financially strong companies that offer capital appreciation potential along with solid dividend returns.* The third strategy is to identify companies undergoing a business turnaround. Employing a team-management approach to this fund, our goal is to achieve a double-digit total return from tax advantaged dividend income and capital appreciation.

Gonzo
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