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7 Stocks Compounding Your Returns With Increased Dividends

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Too often we take a short-term approach, to our long-term detriment. There is a reason we don't see infomercials selling dividend growth investment strategies. For those looking to get rich now, a disciplined approach to investing that focuses on the long-term simply isn't appealing. If I knew in my 20's or 30's what I know now about dividend growth stocks, I would likely be retired now. The compounding power of growing dividends is tremendous.

Below are several companies that are demonstrating the power of compounding dividends by increasing their cash dividends...

(Ep.37) The Acquirers Podcast: Rashmi Kwatra – Emerging Value, Value In South-East Asian Emerging Markets

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  • Rashmi Kwatra: Hi, Tobias.
  • But what the management team was doing at the time was reinvesting in two other businesses; one was an e-commerce business and one was a payments business.
  • Rashmi Kwatra: Thank you, Tobias.

Permanent Record

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  • Edward Snowden rocked the world when he revealed the details of the US government's warrantless surveillance program on the world's population.
  • In Permanent Record, he discusses these decisions that...
  • [[ Please visit site to read more ]]

What I like and hate about Dividend Growth Investing

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  • If CL is able to increase dividends by another 5x over the next 15 years and 5x in the 15 years after that, I will have dividends 125x my first dividend payment and will receive quarterly about 75% of what I invested.
  • In this way, it focuses its adherents on the capital account, rather than business fundamentals, as a means of evaluating the investment and this is not a good way to think.

Some links

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  • Interesting view on the “streaming wars”: It is not a “winner takes it all” game (Netflix, Disney) The finance industry is increasingly using SPVs to trade hot startups Pre-IPO (Search result) Gread “post mortem” on Restaurant Group Plc by John Kingham A very critical view on online advertising AQR/Cliff Asness thinks it is time to “tilt” towards “value stocks” November update from Stock Spin-off Investing Norway proves that there is still a lot of oil left in the North Sea

Industry Ranks November 2019

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  • If you like to play momentum, look at the red zone, and ask the question, “Where are trends under-discounted?” Price momentum tends to persist, but look for areas where it might be even better in the near term.
  • Trading infrequently, play in the green zone — don’t look for momentum, look for mean reversion.
  • I’m saying don’t change if things are working badly.

This Week’s Best Investing Articles, Research, Podcasts 11/8/2019

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  • Here’s a list of this week’s best investing reads:
  • This week’s best investing research:
  • This week’s best investing podcasts:

TAM Stock Screener – Stocks Appearing in Dalio, Griffin, Fisher Portfolios

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  • Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios.
  • Earnings are dominated by the bulk materials division, primarily iron ore and iron ore pellets, with minor contributions from iron ore proxies, including manganese and coal.
  • Jim Simons – 39,881,949 total shares

Tweedy Browne: Q3 2019 Top 10 Holdings

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  • These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions.
  • This week we’ll take a look at Tweedy Browne (9-30-2019).

Retirees Make These Fatal Investing Mistakes

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  • In an ideal world, we would all find those generous stocks paying high yields and live off dividend distributions without touching our capital.
  • Instead of only looking at high yielding stocks, you should also consider other metrics.
  • If you need $48,000 a year from your portfolio, don’t withdraw $4K per month.

October Dividend Income Report – The Importance of Diversification

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  • First, TXN’s results have been bad for about a year now.
  • Posting bad numbers is one thing, but when you miss EPS expectations by $0.36 (19.5% miss), that’s really bad news.
  • While earnings were down vs last year, BLK posted better results than expected by the market.

Is Value Investing A Bet Against Tech?

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  • During his recent interview with Tobias, Jack Forehand, Partner at Validea Capital Management, discusses whether value investing is a bet against tech.
  • And I think that some of the tech companies have done the same thing.
  • Tobias Carlisle: But Google and other companies like Apple have been value companies on occasion over the last decade.

(Ep.36) The Acquirers Podcast (Bonus): Ian Cassel Interviews Tobias Carlisle

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  • Tobias Carlisle: The other one was up to $10, so it was seven or eight times.
  • When they go through a period like that, that does create opportunities if there are good managers in there who are guys who’ve been around through a few cycles or they’re guys who’ve got a lot of money in the business and they know how it works.

Ray Dalio: The World Has Gone Mad And The System Is Broken

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  • They are doing this because they have an enormous amount of money to invest that has been, and continues to be, pushed on them by central banks that are buying financial assets in their futile attempts to push economic activity and inflation up.
  • The reason that this money that is being pushed on investors isn’t pushing growth and inflation much higher is that the investors who are getting it want to invest it rather than spend it.

Clear and Present Danger: Unfunded Pension Liabilities

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  • The math of investing for yield when rates are zero represents an impossible situation for pension plans, particularly those that are unfunded.
  • Investing at negative yields is bad, trying to catch up by purchasing even more negative yielding securities seems imprudent.
  • Watch what they do in the Oil Patch

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