UnThreaded | Threaded | Whole Thread (12) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: TMFMurph Big gold star, 5000 posts Old School Fool Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8884  
Subject: Re: Van Knapp on Diversification Date: 2/12/2013 8:36 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
1. 10 year dividend CAGR
2. trend of quarterly net free cash flow payout ratio
3. debt/equity and
4. some qualitative assessment of the company's future revenue prospects....


Hi BruceM!

Sound thinking! I would add the one and five year dividend CAGR to the ten-year, just so I can get a bit more perspective on dividend trends ( although the past doesn't predict the future ).

Also, I take a look at the M* info found here:

http://ogres-crypt.com/php/chart-mscf.php?s=JNJ

And a quick glance at Mike Klein's BMWM charts is usually a must for me ( even though it shows a combination of capital appreciation and dividend growth:

http://invest.kleinnet.com/bmw1/stats30/JNJ.html
http://invest.kleinnet.com/bmw1/stats16/JNJ.html

Probably most important for a dividend investor is your last point: an assessment of future revenues and profits....because that determines the potential level and safety of dividends over the long term.

Cheers!
Murph
Home Fool
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (12) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

Motley Fool Income Investor
Are you a dividend-savvy investor? Check out our Income Investor newsletter.
Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Macro Economics

The Story Behind the Story
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement