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URL:  http://boards.fool.com/1-10-year-dividend-cagr-2-trend-of-quarterly-30537741.aspx

Subject:  Re: Van Knapp on Diversification Date:  2/12/2013  8:36 AM
Author:  TMFMurph Number:  7833 of 8754

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
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