- 3M Company (NYSE: MMM)
- 10-11-12 system
- about
- assumptions
- benefits of
- commissions and fees
- development of
- dividend calculator
- dividend growth
- monitoring stocks
- mutual fund performance compared
- payout ratio
- portfolio examples (Oxford Income Letter)
- returns
- selecting stocks
- starting yield required based on differing assumptions
- taxes. See Tax consequences
- when to sell
- yield
- 401(k) plans
- 529 plans. See also College, saving for
- Abbott Laboratories (NYSE: ABT)
- AbbVie (NYSE: ABBV)
- ABM Industries Inc. (NYSE: ABM)
- Acquisitions
- Activist investors
- defined
- demand for special dividend
- management, conflicts with
- Advancing markets. See also Bull markets
- AFLAC Inc. (NYSE: AFL)
- Air Products & Chemicals (NYSE: APD)
- Altria Group (NYSE: MO)
- American Depositary Receipt (ADR). See also Foreign stocks
- and currency fluctuations
- defined
- and DRIPs
- reinvesting dividends
- American Eagle Outfitters (NYSE: AEO)
- American States Water (NYSE: AWR)
- Apple (Nasdaq: AAPL)
- Aqua America (NYSE: WTR)
- Archer Daniels Midland (NYSE: ADM)
- Argentina
- Ariba (Nasdaq: ARBA)
- Asquith, Paul
- Asset allocation. See also Diversification
- At-the-money options
- Atmos Energy (NYSE: ATO)
- AT&T Inc. (NYSE: T)
- Australia
- Automatic Data Proc. (NYSE: ADP)
- Baby boomers
- Baker, Malcolm
- BancBoston Robertson Stephens
- BDC. See Business Development Companies (BDCs)
- Bear markets
- assumptions for 10-11-12 system
- dividend stocks, performance of
- and inflation
- and out-of-the-money calls
- performance of dividend stocks
- raising dividends in. See also Raising dividends
- reinvesting dividends in
- and stock market performance over time
- and time frame for investing
- Becton Dickinson (NYSE: BDX)
- Bemis Company (NYSE: BMS)
- Ben-Rephael, Azi
- Benchmarks
- Beta
- defined
- high-beta companies
- low-beta companies
- S&P 500 Dividend Aristocrats Index
- B&G Foods (NYSE: BGS)
- Black Hills Corp. (NYSE: BKH)
- Bogle, John
- Bonds
- dividend stocks compared
- interest rates
- junk bonds
- as part of portfolio
- performance
- preferred stocks compared
- risk
- Book value per share
- Bowl America Class A (NYSE: BWL-A)
- Bradley, Brendan
- Brady Corp. (NYSE: BRC)
- Bristol-Myers Squibb (NYSE: BMY)
- Broad Dividend Achievers Index
- Brokers. See also Financial advisors
- discount brokers. See Discount brokers
- fees and commissions. See Fees and commissions
- and financial literacy, importance of
- reinvestment of dividends
- services, value of
- Brown-Forman Class B (NYSE: BF-B)
- Buffett, Warren
- Bull markets
- assumptions for 10-11-12 system
- and average stock market returns
- call options
- dividend stock returns versus bear markets
- put options
- Burt’s Bees
- Bush, George W.
- Bush administration tax cuts
- Business Development Companies (BDCs)
- about
- payout ratios
- return of capital
- risk
- tax consequences
- volatility
- yields
- Buy-write funds
- Buybacks
- California Water Service Group (NYSE: CWT)
- Call options. See also Put options
- at-the-money
- covered calls
- defined
- examples
- expiration date
- in-the-money
- option contracts
- option prices
- out-of-the-money
- risk
- selling covered calls
- strike price
- time until expiration, effect of
- volatility
- Canada
- Cardinal Health, Inc. (NYSE: CAH)
- Carlisle Companies (NYSE: CSL)
- Cash flow
- decline in
- defined
- and depreciation
- and dividends
- earnings compared
- free cash flow
- growth
- from operations
- and payout ratios
- and special dividends
- statement of cash flow
- CEFA (Closed-End Fund Association)
- Central GoldTrust (NYSE: GTU)
- Chevron Corp. (CVX)
- Chief executive officers (CEOs). See also Management
- acquisition strategies
- and activist investors
- dividend income
- incentives to increase earnings
- overconfidence
- China
- Chubb Corp. (NYSE: CB)
- Cincinnati Financial (NYSE: CINF)
- Cintas Corp. (NYSE: CTAS)
- CLARCOR Inc. (NYSE: CLC)
- Clason, George S.
- Clissold, Ed
- Clorox (NYSE: CLX)
- Closed-End Fund Association (CEFA)
- Closed-end funds
- about
- buy-write funds
- discounts
- net asset value (NAV)
- premiums
- return of capital
- tax consequences
- yields
- Coca-Cola (NYSE: KO)
- Colgate-Palmolive Co. (NYSE: CL)
- College, saving for
- College tuition
- Columbia Sportswear (Nasdaq: COLM)
- Commerce Bancshares (Nasdaq: CBSH)
- Commissions. See Fees and commissions
- Community Bank System, Inc. (NYSE: CBU)
- Community Trust Bancorp. (Nasdaq: CTBI)
- Compound annual growth rate (CAGR)
- of dividend raising companies versus dividend cutting
- examples
- and reinvestment of dividends
- in 10-11-12 system
- Compound Income Portfolio
- Compounding, effect of
- and dividend growth
- and reinvestment of dividends. See also Compound annual growth rate (CAGR); 10-11-12 system
- Computer Services, Inc. (Nasdaq: CVSI)
- Connecticut Water Service (Nasdaq: CTWS)
- Consolidated Edison (NYSE: ED)
- CorpBanca SA (NYSE: BCA)
- Covanta Holding Corporation (NYSE: CVA)
- Covered calls
- C.R. Bard Inc. (NYSE: BCR)
- CTC Media (Nasdaq: CTCM)
- Cumulative preferred stock. See also Preferred stock
- Currency fluctuations
- Cutting dividends
- and change in dividend policy
- and company performance
- dividend histories
- and earnings decrease
- and payout ratio
- and preferred stock
- and stock price
- Vulcan Materials Company example
- Cycle analysis
- DALBAR Quantitative Analysis of Investor Behavior (QAIB) study
- Darden Restaurants (NYSE: DRI)
- Declining markets. See also Bear markets
- Deflation
- Dendreon (Nasdaq: DNDN)
- Depreciation
- Deshmukh, Sanjay
- Deutsche Municipal Income Trust (NYSE: KTF)
- Diebold Inc. (NYSE: DBD)
- Direct Stock Purchase Plans (DSPPs)
- Discount brokers
- fees and commissions
- reinvestment of dividends
- use of versus DRIPs and DSPPs
- use of versus financial advisors
- Discounts
- closed-end funds
- Dividend Reinvestment Plans (DRIPs)
- Diversification
- Dividata.com
- Dividend Achievers
- Dividend Achievers 50 Index
- Dividend Achievers Select index
- Dividend Aristocrat Index
- Dividend Aristocrats
- Dividend capture
- Dividend Challengers
- Dividend Champions
- Dividend Contenders
- Dividend growth
- compound annual growth rate. See Compound annual growth rate (CAGR)
- and compounding, effect of
- DRiP Resource Center data on
- and earnings
- and inflation
- Perpetual Dividend Raisers
- rate
- S&P 500
- and special dividends
- and stock price growth
- target range
- and 10-11-12 system
- Dividend Reinvestment Plans (DRIPs)
- about
- discounts
- fees and commissions
- through brokers
- Dividend stocks. See also specific stocks
- diversification
- dividends. See Dividends
- and inflation. See Inflation
- and investor objectives
- Perpetual Dividend Raisers. See Perpetual Dividend Raisers
- popularity of
- portfolio establishment. See Portfolio, establishing
- rationale for investing in
- reinvestment of dividends. See Reinvestment of dividends
- returns
- selection of. See 10-11-12 system
- 10-11-12 system. See 10-11-12 system
- Dividends
- calculator
- compound annual growth rate (CAGR). See Compound annual growth rate (CAGR)
- compounding. See Compounding, effect of
- cutting. See Cutting dividends
- dividend capture strategy
- failure to raise. See also Cutting dividends
- foreign stocks. See Foreign stocks
- growth. See Dividend growth
- history, obtaining information on
- increases in
- and inflation. See Inflation
- not reinvested
- obtaining information on from investor relations
- online dividend calculator
- payout ratio. See Payout ratios
- policies
- preferred stock
- raising. See Raising dividends
- reinvesting. See Reinvestment of dividends
- special dividends
- tax rate
- timing receipt of
- yields. See Yields
- Donaldson Company (NYSE: DCI)
- Dot-com bubble
- Dover Corp. (NYSE: DOV)
- DRiP Resource Center
- DRIPs. See Dividend Reinvestment Plans (DRIPs)
- Eagle Financial Services (Nasdaq: EFSI)
- Early-stage companies. See also Business Development Companies (BDCs)
- Earnings
- cash flow compared
- decreases in
- and dividend cuts
- and dividend raises
- executive compensation based on
- growth
- manipulation of. See also Buybacks
- and payout ratio. See also Payout ratios
- and stock prices
- Earnings per share (EPS)
- Eaton Vance (NYSE: EV)
- eBay (Nasdaq: EBAY)
- Economic risk
- Emerging markets. See also Foreign stocks
- Emerson Electric (NYSE: EMR)
- Employee stock option plans
- Energen Corp. (NYSE: EGN)
- England
- Enron
- eToys
- E*TRADE
- Ex-dividend date
- Exchange-traded funds (ETFs)
- defined
- investing in versus individual stock purchases
- performance
- Powershares Dividend Achievers (NYSE: PFM)
- PowerShares High Yield Equity Dividend Achievers Portfolio (NYSE: PEY)
- problems with
- ProShares S&P 500 Aristocrats (Nasdaq: NOBL)
- SPDR S&P 500 ETF (NYSE: SPY)
- SPDR S&P Dividend ETF (Amex: SDY)
- Vanguard Dividend Appreciation ETF (NYSE: VIG)
- Exit strategy
- Expiration date
- for call options
- for puts
- Exxon Mobil (NYSE: XOM)
- Failure to raise dividends. See also Cutting dividends
- Faust, Thomas
- Fees and commissions
- discount brokers
- dividend reinvestment
- Dividend Reinvestment Plans (DRIPs)
- financial advisors
- mutual funds
- 10-11-12 system
- Fidelity
- Fiduciary duties
- Financial advisors. See also Brokers; Discount brokers
- Financial crisis of 2008–2009. See Great Recession (2008–2009)
- Financial literacy
- Financial sector
- Fish, David
- 529 plans. See also College, saving for
- Flexible Reinvestment Program (FRIP)
- F.N.B. Corp. (NYSE: FNB)
- Foreign currencies
- Foreign stocks
- and currency fluctuations
- diversification
- and dividend capture, effect of
- emerging markets
- frequency of dividend payments
- as part of portfolio
- Perpetual Dividend Raisers
- and reinvesting dividends
- risk
- taxes
- yields
- Foreign taxes
- Form 1099-DIV
- Form 1116
- Form K-1
- Formula for selecting stocks. See 10-11-12 system
- 401(k) plans
- Fraud
- Free cash flow
- Freeport McMoran Copper & Gold (NYSE: FCX)
- Freyman, Thomas
- FRIP. See Flexible Reinvestment Program (FRIP)
- Fuller, Kathleen P.
- Fundamental analysis
- Genuine Parts (NYSE: GPC)
- Get Rich with Dividends (Lichtenfeld)
- Get Rich with Options (Lowell)
- Getrichwithdividends.com
- Goel, Anand M.
- Goldstein, Michael A.
- Google (Nasdaq: GOOG)
- Great Depression
- Great Recession (2008–2009)
- Greater Fool Theory
- Growth at a reasonable price (GARP)
- Growth investors
- Gula, Alan
- Health Care REIT (NYSE: HCN)
- Healthcare Realty Trust (NYSE: HR)
- Hedge funds. See also Activist investors
- Howe, Keith M.
- Hydratec Holdings, LLC
- Illinois Tool Works (NYSE: ITW)
- In-the-money options
- Index funds
- Individual Retirement Accounts (IRAs)
- Inflation
- abnormal rates of
- Argentina
- average annual rate of
- and bear markets
- and bond returns
- declining markets and low inflation
- and dividend growth
- and dividend stocks
- and dividend yield
- and mutual fund investments
- and preferred stock dividends
- Instant Income Portfolio
- Intel (Nasdaq: INTC)
- Interest rates
- bonds
- and dividend yields
- loans to start-ups
- and preferred stocks
- and REITs
- Internal Revenue Service (IRS). See also Tax consequences
- Form 1099-DIV
- Form 1116
- Form K-1
- Investment strategies. See also Reinvestment of dividends
- foreign stocks. See Foreign stocks
- methodologies generally
- options. See Call options; Put options
- tax considerations. See Tax consequences
- Investment U (newsletter)
- Investor relations, obtaining information from
- Investors
- activists
- growth investors
- individual investors versus professional money managers
- Lake Wobegon effect
- momentum investors
- objectives
- overconfidence in abilities
- and use of 10-11-12 system
- value investors
- Jagannathan, Murali
- Jarden (NYSE: JAH)
- Jobs and Growth Tax Reconciliation Relief Act
- Johnson & Johnson (NYSE: JNJ)
- Jones, Roy, Jr.
- Junior Aristocrats
- Junk bonds
- Kimberly-Clark (NYSE: KMB)
- Kingsley, Scott
- Lake Wobegon effect
- Lee, Bong-Soo
- Liberty All Star Growth Fund (NYSE: ASG)
- Livermore, Jesse
- Loeb, Dan
- Long-Term Capital Management
- Long-term investing
- Louis, Joe
- Low-beta stocks
- Lowell, Lee
- Madoff, Bernie
- Main Street Capital Corporation (Nasdaq: MAIN)
- Management. See also Chief executive officers (CEOs)
- conflicts with activist investors
- fiduciary duties
- mutual funds
- perspective of on raising dividends
- Marc Lichtenfeld’s Authentic Italian Trattoria hypothetical
- Market timing
- Master Limited Partnerships (MLPs)
- about
- Broad Dividend Achievers Index
- and estate planning
- as part of portfolio
- payout ratios
- return of capital
- tax consequences
- types of
- volatility
- yields
- McDonald’s (NYSE: MCD)
- Meng Rui, Oliver
- Merck (NYSE: MRK)
- Meredith Corp. (NYSE: MDP)
- Mergers and acquisitions
- MetLife Preferred B Shares (NYSE: METPrB)
- Microsoft (Nasdaq: MSFT)
- Miller, Merton H.
- Miller, Mitchell
- MLP. See Master Limited Partnerships (MLPs)
- Modigliani, Franco
- Money managers
- Moody’s Investor Services
- Mullins, David W., Jr.
- Mutual funds. See also Exchange-traded funds (ETFs)
- benchmarks
- closed-end funds. See Closed-end funds
- described
- diversification
- fees
- foreign taxes. See also Foreign taxes
- investors, behavior of
- managers
- performance
- returns compared to 10-11-12 system
- and trading advantages of individual investors
- Naked puts
- Nasdaq OMX
- Nasdaq US Dividend Achievers 50 Index
- Nasdaq US Dividend Achievers Select index
- Net asset value (NAV)
- Netcentives
- New Mountain Finance (Nasdaq: NMFC)
- Novartis (NYSE: NVS)
- Obama, Barack
- Oded, Jacob
- Options. See also Call options; Put options
- Oracle (Nasdaq: ORCL)
- Ordinary income tax rate
- Out-of-the-money options
- Overconfidence
- chief executive officers (CEOs)
- of investors in trading abilities
- Oxford Club
- Oxford Income Letter
- Par value
- Past performance and future results
- dividend stocks (Perpetual Dividend Raisers)
- mutual funds
- stocks versus bonds
- Payout ratios
- Business Development Companies (BDCs)
- calculating
- and cash flow
- defined
- and dividend growth
- and dividend history
- and dividend rate
- and earnings
- Master Limited Partnerships (MLPs)
- percentages
- Real Estate Investment Trusts (REITs)
- and special dividends
- and stock selection
- tracking
- Pentair (NYSE: PNT)
- Perpetual Dividend Raisers. See also Business Development Companies (BDCs); Master Limited Partnerships (MLPs); Real Estate Investment Trusts (REITs)
- bear markets, effect of
- bond performance compared
- and compounding
- described
- Dividend Achievers
- Dividend Aristocrats
- Dividend Challengers
- Dividend Champions
- Dividend Contenders
- foreign stocks. See also Foreign stocks
- Junior Aristocrats
- long-term investing
- monitoring
- performance of
- record of raising dividends
- in tax-deferred accounts
- 10-11-12 system. See 10-11-12 system
- Pets.com
- Petty, Tom
- Pitney Bowes (NYSE: PBI)
- Political risk
- Polycom (Nasdaq: PLCM)
- Portfolio, establishing
- diversification. See Diversification
- Oxford Income Letter portfolio examples
- purpose of portfolio
- selection of stocks. See 10-11-12 system
- time frame
- yield considerations
- Powershares Dividend Achievers (NYSE: PFM)
- Powershares High Yield Equity Dividend Achievers (NYSE: PEY)
- PowerShares High Yield Equity Dividend Achievers Portfolio (NYSE: PEY)
- Preferred stock
- Premiums
- closed-end funds
- options
- return of capital
- Price/earnings (P/E) ratio
- Private equity firms. See also Business Development Companies (BDCs)
- Procter & Gamble (NYSE: PG)
- ProShares S&P 500 Aristocrats ETF (Nasdaq: NOBL)
- Put options. See also Call options
- defined
- example
- and expiration date
- naked puts
- and option prices
- out-of-the-money
- risk
- selling covered calls compared
- selling puts
- strike price
- Quaker Oats (OAT)
- Qualified dividends
- Quantitative Analysis of Investor Behavior (QAIB) study
- Quantitative investing
- Quokka
- Raising dividends. See also Cutting dividends
- in bear markets. See also Bear markets
- buybacks as alternative to paying dividends
- commitment to shareholders
- dividend growth rate. See Dividend growth
- failure to raise
- investor perspective on
- and long-term investors
- management perspective on
- and payout ratio. See also Payout ratios
- during poor earnings period
- and shareholder satisfaction
- as sign of financial health
- target range
- track record of
- Randgold Resources Limited (Nasdaq: GOLD)
- Real Estate Investment Trusts (REITs)
- about
- Broad Dividend Achievers Index
- as part of portfolio
- payout ratios
- Perpetual Dividend Raisers
- return of capital
- tax consequences
- volatility
- yields
- Real Networks (Nasdaq: RNWK)
- Recessions
- Reinvestment of dividends
- ADRs
- in bear markets
- and compound annual growth rate (CAGR)
- compounding, effect of
- in declining markets. See also Bear markets
- Direct Stock Purchase Plans. See Direct Stock Purchase Plans (DSPPs)
- discount brokers, use of
- Dividend Reinvestment Plans. See Dividend Reinvestment Plans (DRIPs)
- foreign stocks
- long-term investing
- low-beta stocks
- mutual funds compared
- preferred stock
- returns
- and stock price. See also Stock prices
- through brokers
- REITs. See Real Estate Investment Trusts (REITs)
- Retirement
- Individual Retirement Accounts (IRAs)
- saving for
- Retirement Catch-Up/High Yield Portfolio
- Return of capital
- Business Development Companies (BDCs)
- closed-end funds
- described
- Master Limited Partnerships (MLPs)
- Real Estate Investment Trusts (REITs)
- tax consequences
- Return on equity (ROE)
- The Richest Man in Babylon (Clason)
- Risk. See also Beta; Volatility
- bonds
- Business Development Companies (BDCs)
- call options
- Dividend Aristocrats versus S&P 500
- dividend stocks
- and dot-com bubble
- economic
- foreign stocks
- measuring
- opportunity risk
- options
- political
- put options
- regulatory
- and reward
- S&P 500
- Risk-adjusted return
- River Aggregates, LLC
- Rockefeller, John D.
- Rolling Stones
- Rubin, Harvey
- Russia
- Saving money. See also College, saving for; Retirement
- Schwab
- Schwartz, Robert Allan
- Scottrade
- Share repurchases. See Stock buybacks
- Sharpe ratio
- Sherwin-Williams (NYSE: SHW)
- “She’s So Cold” (song)
- Short-term income
- Skinner, Douglas J.
- Snapple
- Soltes, Eugene F.
- Songs
- most underappreciated Rolling Stones song
- worst song ever recorded
- Southern Company (NYSE: SO)
- S&P 500. See also Standard & Poor’s (S&P)
- annual growth rate
- beta
- dividend growth
- dividend yield
- index funds
- ProShares S&P 500 Aristocrats ETF (Nasdaq: NOBL)
- returns
- risk
- SPDR S&P 500 ETF (NYSE: SPY)
- SPDR S&P Dividend ETF (Amex: SDY)
- stock market performance
- Spaht, Carlos, II
- SPDR S&P 500 ETF (NYSE: SPY)
- SPDR S&P Dividend ETF (Amex: SDY)
- Special dividends
- about
- accounting for in dividend calculations
- accounting for in payout ratio calculations
- and activist investors
- and cash flow
- reasons for
- and tax rate increases
- Speculative investing
- Standard & Poor’s (S&P)
- index list maintenance
- S&P 500. See S&P 500
- SPDR S&P 500 ETF (NYSE: SPY)
- SPDR S&P Dividend ETF (Amex: SDY)
- Standard deviation
- Statement of cash flow. See also Cash flow
- capital expenditures
- depreciation (noncash items), treatment of
- examples
- and payout ratios. See also Payout ratios
- Stephens, Clifford P.
- Stock buybacks
- Stock charts
- Stock market performance. See also S&P 500
- Stock options. See also Call options; Put options
- about
- employee stock option plans
- executive compensation
- Stock prices
- Stocks. See also Dividend stocks
- diversification
- fundamental analysis
- growth investors
- investment strategies
- momentum investors
- S&P 500. See S&P 500
- stock market performance
- technical analysis
- value investors
- Strike price
- Supply and demand
- Tax consequences
- Business Development Companies (BDCs)
- closed-end funds
- dividends, taxes on
- foreign taxes
- Master Limited Partnerships (MLPs)
- qualified dividends
- Real Estate Investment Trusts (REITs)
- retirement accounts
- return of capital
- tax-deferred strategies. See Tax deferral
- tax rates on dividends
- Tax deferral
- master limited partnership distributions
- REITs
- retirement accounts
- return of capital
- strategies
- Tax rates on dividends. See Tax consequences
- Taxable accounts. See also Tax consequences
- TD Ameritrade
- Technical analysis
- Telefónica (NYSE: TEF)
- Tesoro Corporation (NYSE: TSO)
- TheGlobe.com
- Time frame for investing
- bear markets and stock market performance over time
- long-term investing
- Tompkins Financial Corp. (NYSE: TMP)
- Total SA (NYSE: TOT)
- Transocean Limited (NYSE: RIG)
- Treasury Inflation-Protected Securities (TIPS)
- Treasury notes
- Trend lines
- Tuition costs
- Tunisia
- US Dividend Achievers 50 Index
- US Dividend Achievers Select index
- Value investors
- Vanguard
- Vanguard Dividend Appreciation ETF (NYSE: VIG)
- Vanguard 500 Index Fund (VFNIX)
- Volatility. See also Beta; Risk
- Business Development Companies (BDCs)
- call options
- Dividend Aristocrats versus S&P 500
- low volatility and low beta portfolios
- Master Limited Partnerships (MLPs)
- and option prices
- preferred stock
- Real Estate Investment Trusts (REITs)
- Vulcan Materials Company (NYSE: VMC)
- Wal-Mart (NYSE: WMT)
- Wealthy Retirement (newsletter)
- Web sites
- Weisbach, Michael S.
- Williams, Albert
- Wohl, Avi
- Wurgler, Jeffrey
- Yahoo! (Nasdaq: YHOO)
- “Y’all Must’ve Forgot” (song)
- Yang, Jerry
- Yields
- Business Development Companies (BDCs)
- closed-end funds
- as criteria for buying stocks
- defined
- dividend calculator
- Dividend Challengers
- Dividend Champions
- Dividend Contenders
- double-digit
- foreign stocks
- Master Limited Partnerships (MLPs)
- Real Estate Investment Trusts (REITs)
- S&P 500 dividend yield
- starting
- Ziegler’s New York Pizza Department
- Zuckerberg, Mark
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