Thursday, November 10, 2011

Re-researching your investments

Another earning season is underway. What does a dividend investor need to do...

EDIT: At the time this blog entry was posted I had a Youtube video here. That has been removed but I want the rest of my content to be remain. Nothing hidden no past mistakes ignored. All out in the open.

The main point I wanted to bring up is a comparison to my initial investing research on O. In my initial research I am super picky. I start with the Dividend Champions and Dividend Contenders lists. Out of the ten thousand plus of publicly traded companies out there only 250 make this cut but that is still not good enough for me.  Not even a third of those are. Some hedge fund manager might think so but this is my own money I had to save and work for.

The trap of complacency is a real thing. I see lots of investors that think they know their company talk to me about it and since they haven't kept up with their due diligence they are invested in a different company then what they think. For example a Pepsi investor talking about the virtues of Pepsi Cola for being one of the two top carbonated beverage in the world! Nope sorry. Pepsi Cola is actually 3rd now. Coke and Diet Coke are the top two. Additionally, Pepsi made more money with their snacks since they own Frito Lay (Doritos, Ruffles, Lays, Rold Gold, Tostitos and more) then they do with soda so one might not even call them a beverage company anymore. If an investor missed that then perhaps they missed other things and their reason for being invested in their company has changed.


Disclaimer: The investments and trades in my videos and blog entries are not recommendations for others.
I am not a financial planner, financial adviser, accountant, or tax adviser. The financial actions I talk about are for my own portfolio and money and only suited for my own risk tolerance, strategy, and ideas. Copying another person's financial moves can lead to large losses. Each person needs to do their due diligence in researching and planning their own actions in the financial markets

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