[Jerome]

Yes, that is precisely what has the sweet name of rent.

[Jerome]

very difficult for an IPO!

That's why you should avoid them!

[Jerome]

Hi Jean-Louis,

I have already given my opinion on this question several times on the forum or on my blog. If you buy dividend stocks, it is because in principle you want to free yourself from the market. Let's not forget that dividends historically represent almost half of total profitability. By focusing on the price, you are therefore only seeing half of the reality. Dividend stocks are also less volatile, more defensive, and therefore less likely to suffer from a market decline. Moreover, with the strategy of increasing dividends, distributions continue to increase, even when everything else falls.

Now, if you believe that the dividends of the stock have no more room to grow, that all the payment potential is exhausted, then yes, you have to sell. For me, this is not the case for Roche. Of course, the stock could lose its value soon. But if you remain focused on the price, you risk no longer being able to be consistent with a strategy based on increasing dividends.

The only real reason to follow the price in my opinion is to not miss buying opportunities.

[Jerome]

Thanks for this presentation swx. A year of cash + reserve for investments, well here is a very happy one who will be able to take advantage of the next drop!

I envy you some of your titles, especially the two "vice" ones.

[Jerome]

You already know my answer. I moved your message, as did the others. Please reserve the topic "portfolio presentation" for what it is intended for.

[Jerome]

For a dividend investor, yes it is a mistake. For another maybe not. A dividend-oriented investor doesn't care about the price. Currently I have very large capital gains on all my lines and I don't want to say that it pisses me off but almost. It's just nonsense because the stocks are once again completely out of step with reality like not so long ago. Investors definitely have short memories. Dividends are the truth, that's why I keep these stocks because they are pillars, even if LOW is likely to be more affected in the event of a correction. And then finally receiving dividends is already like partially selling these stocks... without commissions.

[Jerome]

Lopazz said
So you sold? Surprising of you.

you're talking to Birdie I presume... I didn't sell anything

So for the time being, I'm staying in "Hold", and I'm consoled by looking at the pay-out ratio of the companies in which I've invested, which gives hope for a future increase in yield.

Exactly! My wallet payout has fallen to 37%, that offers some nice prospects!

I see some stocks like Total, Vinci, Bic, Casino, Rallye as good investment opportunities.

I'm also looking at Casino and a bit of Bic

What is your opinion on my investment policy?

It's always good to take on good debts from a tax point of view and above all to diversify your types of investments. In Switzerland, real estate is expensive at the moment, but the rates are ridiculous... in France, I don't know?

[Jerome]

This seems quite wise to me indeed

I don't know when the correction will come, but what is certain is that it will come, and then you have an interest in not being too exposed to explosive titles.

It is clear that the market is overbought at the moment, that said, as investors are mostly in the masses, it can still rise and some smart people will still be able to take advantage of making some nice capital gains.

It's a game of who will be the craziest

Personally I have already given and I no longer take this kind of risk.

[Jerome]

not for me

selling means costs and follow-up work…

with dividends you automatically receive the share of profit that is due to you

in your IBM list I like it, but not at the moment

[Jerome]

Medtronic! 35 years of growing dividends

Omnicom, dividend stagnation in 2008-2009

[Jerome]

my bad

you have put your finger on a small bug in the calculation of the growth of the PM dividend 

I corrected it and it will be updated next weekend in my portfolio

for the distribution ratio you can also find it in my portfolio or on dividendinvestor 

it is currently 64%

[Jerome]

It's a bit indiscreet indeed

As for me, I am not looking to reach a level of wealth but a level of income… that is what makes all the difference with increasing dividends. You have all the details of the distribution of my stock portfolio in my portfolio  and the details of the income received and referred to in my performance.

[Jerome]

Yes the banker should be able to answer you! He is paid for that.

Otherwise another possibility: you don’t declare anything…

Well, it's no joke in France! If you're treated like that, I'm not surprised that you prefer to hide everything from the taxman!

[Jerome]

Have you tried contacting the tax office directly?

[Jerome]

I bought some Philip Morris stock recently. If you are looking to invest in cigarette companies, this may be the most promising company. See for example: http://seekingalpha.com/article/1407921-the-bull-case-for-this-tobacco-company.

 

In my opinion it is a good choice.

 

 

 

[Author]

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