The decision was made on an opportunity that I felt was staring blank, right into the eye. The opportunity I felt in my gut, came from an analysis I did on a stock over this past weekend. I simply used our dividend screening tool to assess the situation and thought – this fits in and based on past history and valuations currently, I had to pull the trigger.
Tag Archives: Dividend
Maximizing your Roth for 10 Years… Then Set It & Forget It!
Now I know I am one to fully dive into research, use calculators and figure out the, hopefully, most efficient and effective way to get to a goal. Today I want to show you that if you maximize your Roth IRA contributions, currently at $5,500 per year, you can do so for 10 years and then all of a sudden you can STOP contributing… Yes – STOP placing more funds into your personal Roth IRA. This is the “set it and forget it” model and I will show that through dividend reinvestment and a conservative market return allows you to no longer need to really contribute after 10 years, as you’ll have quite a “hefty” nest egg and will be able to use the $5,500+ on other investments – like your individual-taxed stock portfolio. Read more to discover the benefit of maximizing your Roth IRA. Continue reading
Target Stock Analysis
Target has obviously been a part of some very intense headlines this year – Data breach on credit cards, as well as CEO stepping down from the company. I have actually had this analysis in draft form and then last Tuesday – provided even more great news for me to hold off on publishing the article. Here is my Target (TGT) stock analysis and my decision to purchase or not to purchase:
A Best Buy Tale: Lessons Learned from My Largest Loss
“Failure is simply the opportunity to begin again, this time more intelligently.” – Henry Ford
“Failure is a part of success.” – Hank Aaron
A little over a year ago I sold my stake in my biggest nightmare investment and realized my largest loss to date, Best Buy (Ticker: BBY). No one ever likes to receive less cash than they invested. But you know what, it happens. What’s important are the lessons you learn from the experience and how you can prevent the situation going forward. This article will share my BBY tale and the lessons I learned from this losing experience.
Stock Analysis – SBSI & OABC
A few days ago, I found myself at Dividend Mantra’s blog reading about stocks on his watch list and became very enthralled at his attention to the financial institution industry and a stock within there that he is observing. The financial institution industry has been ever-so changing over the last 5-6 years, with the financial crisis, increased transparency, regulation, increases of capital, consolidation of companies/institutions and the dramatic line of – “Acquire or become Acquired” mindset over the last 2 years – it has been a very exciting time for smaller community banks. I’m going to perform an evaluation of Southside Bancshares (SBSI) and OmniAmerican Bancorp (OABC), as SBSI is acquiring OABC. See below: Continue reading
Bert’s Monthly Dividend Summary
What a beautiful Memorial Day here in the Buckeye State. It is a perfect day to honor our veterans, spend time with family, grill, and most importantly, review the dividends you have received during the month! Earlier in the day Lanny wrote about his monthly dividend income, so now it is my turn to assess my portfolio’s performance for the month of May.
Dividend Stock Screener
As you all can see, Lanny has been littering our blog with posts. I figured it was about time I threw an article out so you all can hear from someone else. This article will discuss a few basic metrics that Lanny and I use while screening for potentially under-valued dividend stocks. The metrics are just the tip of the iceberg, as the investing requires a lot more research. But throughout my investing experience, I have found it very helpful to have a consistent set of metrics while performing the initial stock screening. 
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