[Jerome]

Good morning
I don't think it's any more interesting from a tax point of view. On the other hand, it can be interesting if you don't have much cash at your disposal and want to buy a lot of aristocrats, without breaking the bank in transaction costs.

[Jerome]

For me, MCD is still a great opportunity, and if you don't own any yet, you can take advantage of it to buy some, always with a long-term investment in mind.

[Jerome]

The stock has been stagnating for several months now, while the market has been rising. As so often (and cyclically), the company is suffering from public disenchantment with junk food. It has to be said that the company had outperformed for many years before this mini-crisis. So this should be seen as a return to normal.
MCD remains a very fine company. In 38 years of increasing its dividend, it has already been criticized many times and has had to review its strategy in order to relaunch itself. And it has succeeded every time.
I'm not worried at the moment. At least not as long as she can continue to grow her dividend. And there's no reason why it shouldn't.

[Jerome]

I'm not saying that all analysts are wrong, but don't forget that most didn't see the dotcom and subprime bubbles coming.
What's more, they have conflicts of interest. We're not smarter, just more pragmatic, realistic and unbiased.

[Jerome]

I wouldn't necessarily go that far, but it's clearly not a title I'm keeping an eye on at the moment.

[Jerome]

Hello Alzec

I think ROG is a bit expensive at the moment, given its dividend potential. Why this particular stock? There's probably a better place to start.

[Jerome]

thanks for this interesting link!

here are the books: http://www.dividendes.ch/lectures/

[Jerome]

You're preaching to the choir... I've lost count of the number of stocks I've regretted selling just to make a few dozen percent profit.
Armand will soon be writing an article about buy & hold.

[Jerome]

You've finally sold the ugly duckling

[Jerome]

Concerning PM: You should read Birdie's answer here: http://www.dividendes.ch/forum-2/dividendes/curiosite-dans-la-taxation-de-dividendes-us/

[Jerome]

I had Emmi in 2014 (agio), but no idea if they will continue in 2015.

[Jerome]

KO and XOM are a good choice. Not for nothing do they get 4 stars.
XOM is cheap, thanks to lower oil prices. KO is certainly more expensive, but let's not forget that the whole market is overheating at the moment.
For the dividend, it depends on the banks/brokers. Some pay it into the cash account of the currency linked to the stock, others into a current account.
Bonds aren't great right now because rates are very low, so coupons are low, and what's more, if rates rise in the future, the value of bonds will fall.
Defensive sectors: e.g. food, cosmetics, household goods, tobacco, alcohol, real estate, utilities, healthcare...
in short, everything you need... even when things go wrong, and sometimes especially when things go wrong!
No, it can't go up indefinitely, at least not in the short/medium term. So it's going to break. It's just a question of when and why.
For tax purposes, there are trustees who do that if need be. But I prefer to do it alone.

[Jerome]

Hi Gregory
is converted at the rate prevailing at the time of payment of the dividend.
Good luck with your tax return

[Jerome]

1) ah ok I misunderstood... you mean average market yield, here's an example: http://www.multpl.com/s-p-500-dividend-yield/
we see that historically, the market offers a low return... which indicates that the market is overheating and is confirmed by the ratio of market capitalization vs GNP: http://www.dividendes.ch/evaluation-du-marche/
3) aristocrats, that's already a very good starting point... it doesn't mean your choice is wrong... what are these actions?
Mira, don't worry, it's all about understanding the basics. You don't have to dwell on every criterion down to the last decimal point, whether 5% is good or bad, and so on.
Take a step back. I know that's easier said than done, because I've been there too.
Today, the market is very high. But on the other hand, there's not much else to invest in. So we have to stick to the basics:
- long history of growing dividends
- payout ratio <66%
- low volatility, defensive sector, low beta
- beware of currency risk if you invest outside your own currency (see my articles on this subject).
yield is certainly a criterion to be taken into account, but it is too often overestimated
so if you come across a stock you really like, even if it only offers 2%, go for it, ditto if it offers a little more than 5%, as long as the above criteria are met.
also expect a correction to come
you need to be able to withstand a fall in a stock you've just bought (hence the importance of criterion 3)

[Jerome]

Hello Helder

thank you for your loyalty and welcome.
Good stock exchange

[Author]

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