Value Investing News

There are certainly many ways to categorize the different styles of investing in dividend stocks, including yield, risk, growth, etc. Over the years, I have found that most dividend investing styles fall into one of the three major categories listed below:

So far in 2009, the Dividend Aristocrats have under-performed the S&P 500. However there are several dividend stocks that have done quite well and beat the S&P 500 index, and some of those companies just might surprise you!

Any investor that understands the merits of asset allocation also understands the importance of including an international allocation in their portfolio. To meet my set international allocation, I have focused on the following four areas of my overall portfolio:

I couldn’t begin to estimate how many different stocks are traded around the world. Though the population of stocks may be large, there are only a precious few that are worthy dividend stocks. When spending my time looking for worthy investments, there are four primary places I look:

Pfizer’s (PFE) 50% dividend cut, along with General Electric (GE) and Dow Chemical (DOW) trying to convince their shareholders that they won’t cut their dividends dominates the business news. What is being overlooked is the steady stream of companies raising their dividends, as good companies do.

The former Richest man in the world Bill Gates is now spending much of his time...

As more companies like Intel, Microsoft, IBM and Google released quarterly results and provided guidance for future quarters. Other companies such as Bank of America set a negative tone with their most recent dividend cut, while others like General Electric provided reassurance that their dividend and triple A rating are safe and will be maintained.

Buffet and Gates upping their stakes in these companies

The recent turbulence in the market has provided income investors first hand experience in managing their income portfolio in a declining market. For some, this may be their first significant and prolonged downturn. Here are some things that will help you succeed and thrive during this bear market:

Bill Gates has gone from high tech to boring but under valued business, obviously his friend Warren Buffett has had a big affect on Bill...

Most people would agree that an asset allocation should include a defined percentage dedicated to international investments. As a dividend investor, this has been one of the more difficult allocations within my portfolio. I have identified several difficulties in locating, acquiring and owning international stocks:

Canadian National Railway Company (CNI) operates Canada's largest railroad, linking customers in Canada, the U.S., and Mexico through approximately 20,400 miles of track. Linked here is a detailed analysis and commentary.

Now that more than half the year is behind us, I thought it would be interesting to look at my top 5 performers through July 31, 2008. As dismal as the stock market has been this year, there are still some bright spots. One bright spot is that my top five performers have all achieved double-digit positive total returns since I owned them and positive returns in 2008. Here they are with comments:

In an utopian world, the perfect dividend stock would be one that is both high-yield and provide a high dividend growth rate. Its share price would appreciate ratable with its increasing dividend. All of this would be driven by increasing earnings and cash flow. Ok, so much for my fantasies, the perfect dividend stock just may be a balanced compromise. Consider the following:

This article looks at how Cascade Investment LLC, Bill Gate's money manager, has become increasingly influenced by Warren Buffett's value investing style.