tag:blogger.com,1999:blog-2800029095243726187.post4890070876442488781..comments2024-02-10T04:36:02.792-05:00Comments on Dividend Growth Machine: Monthly Review: July 2012Dividend Growth Machinehttp://www.blogger.com/profile/13304571550687216360noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-2800029095243726187.post-8482426021488590892012-08-14T12:33:02.719-04:002012-08-14T12:33:02.719-04:00Hi FI Fighter,
Thanks, I appreciate the feedback....Hi FI Fighter,<br /><br />Thanks, I appreciate the feedback. I'm sure there are plenty of AAPL shareholders looking forward to their first dividend payment in years!<br /><br />Cheers,<br /><br />DeedubsDividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-69756225447119588762012-08-14T02:43:12.803-04:002012-08-14T02:43:12.803-04:00Great month, in both dividends and savings rate. L...Great month, in both dividends and savings rate. Looks like you are well on track of meeting your goals.<br /><br />I'm also looking forward to the dividends in August. Finally, AAPL will be making a payment! ;)<br /><br />Cheers!FI Fighterhttp://www.fifighter.comnoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-70624608191757887802012-08-09T22:23:51.179-04:002012-08-09T22:23:51.179-04:00Hi Dividend Mantra,
Thanks for your comment. I wa...Hi Dividend Mantra,<br /><br />Thanks for your comment. I was glad to see a return to a higher savings rate, especially above 50%. Sorry to hear about the rough spot in savings for you this summer. It seems like that happens for everyone at some point during the year; for me it was in May and June, and I expect December will not be good. However, I should be able to maintain a decent savings rate over the next few months.<br /><br />I agree that it's hard to find value in the market at the moment. Besides ADM, I am also keeping a close watch on GD, GIS, and MCD; in fact, those are the only stocks in my portfolio that I can average down on. I am not seeing much in the way of attractively valued stocks to add to my portfolio, although your mention of SYY reminds me that I have looked at it recently. It's a bit frustrating but I feel I just need to be patient for a while.<br /><br />Cheers,<br /><br />DeedubsDividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-71953012086435404782012-08-09T20:30:38.521-04:002012-08-09T20:30:38.521-04:00Deedubs,
Another great month. Congrats on the exc...Deedubs,<br /><br />Another great month. Congrats on the excellent savings rate. I have had a rough summer on that front with a reduced income and higher expenses. I'll be getting back to it very soon. <br /><br />Echoing the above comment, ADM doesn't look too bad here. It's hard to find value right now. I'm a little concerned about SYY, but that's another one that's sitting in decent value territory. <br /><br />Keep up the excellent work!<br /><br />Best wises.Dividend Mantrahttp://www.dividendmantra.comnoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-32444223028204674232012-08-08T18:17:44.962-04:002012-08-08T18:17:44.962-04:00Hi Stoic,
Thanks, I hope your road trip was as en...Hi Stoic,<br /><br />Thanks, I hope your road trip was as enjoyable as mine. It's nice to get away once in a while, although I have no more travel planned for the next few months. I hope you have a great August, too!<br /><br />Cheers,<br /><br />DeedubsDividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-9977079359745217342012-08-08T18:14:01.935-04:002012-08-08T18:14:01.935-04:00Hi Compounding Income,
Thanks for your comment! I...Hi Compounding Income,<br /><br />Thanks for your comment! I have been watching ADM closely and their recent earnings report was pretty much as I expected. The drought is having a negative effect on earnings, but I consider that to be a short-term problem rather than a sign of long-term weakness.<br /><br />I have indeed been thinking about buying more shares. I noticed that since the start of August there have been three large purchases (each about $100,000) by insiders, so management must think the stock is a bargain. As you mention, it's been trading slightly below book value lately, which is something I don't see very often with dividend growth stocks.<br /><br />My plan right now is to keep watching ADM and see what happens in the broader market during August. I think the market is due for a dip, so I want to have cash available in case that happens. However, if ADM continues to go down (despite its 3% rally today), then I am very likely to make a purchase.<br /><br />Cheers,<br /><br />DeedubsDividend Growth Machinehttps://www.blogger.com/profile/13304571550687216360noreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-12498252513578525242012-08-08T17:48:23.214-04:002012-08-08T17:48:23.214-04:00Great job D! I've been on a road trip of sort...Great job D! I've been on a road trip of sorts myself. About time for it to come to an end. <br /><br />Wishing you a great August.<br /><br />The StoicThe Stoichttps://www.thestoicinvestor.comnoreply@blogger.comtag:blogger.com,1999:blog-2800029095243726187.post-77557505087111859872012-08-08T06:41:50.781-04:002012-08-08T06:41:50.781-04:00Congrats on the raise and the success at Seeking A...Congrats on the raise and the success at Seeking Alpha! I read articles over there from time to time and finally made an account. HA! <br /><br />I recently started looking at ADM which seems like a good deal at the moment. Amazingly enough it's trading below book value. Usually I'll monitor something on my watch list for a while before jumping in which makes me hesitant with ADM. I know the drought has caused problems for the company, but have you considered adding more shares? I'd be interested in your thoughts.<br /><br />Thanks,<br /><br />CICompounding Incomehttps://www.blogger.com/profile/04207986983526689578noreply@blogger.com