Every so often I update my directory omitting inactive or defunct blogs and generally get a feel for what the temperature is in the worlds I frequent less often. This exercise was all the more telling in the general mood within the community. One example being Young Dividend‘s monthly recap in which he notes, “Although the portfolio value fell, it is interesting to see that the dividend growth graph of my portfolio continues to climb upwards.“. In a nutshell that is the reason we choose DGI. Another analysis on staying the course comes from Time In The Market. Points I like to keep in mind when the markets are volatile. My friend Tom over at Dividends Diversify scooped my original thought for the week with his Can You Save Money at a Farmer’s Market piece. My focus was on the Community Kitchens used by many of these vendors. That concept will be fleshed out further and arrive at some future point in time.
All good reads which I encourage you to partake.
Not to beat a dead horse, but I’ll touch a bit more on Bank OZK which was one of last week’s topics. Turns out The Dividend Guy featured this stock on his podcast the day before its precipitous drop. To his credit he published a mea culpa on which the Seeking Alpha version received mixed reviews. In my view, his laser focus on the dividend growth blinded his peripheral vision. Not looking a little harder under the hood, so to speak. Wolf Richter‘s piece on the potential asset bubble in Commercial Real Estate (CRE) can highlight reasons a broader view is warranted at times.
Since I mentioned Wolf Street, a couple of additional articles grabbing my attention (including the comments) were, Why I think the Ugly October in Stocks Is Just a Preamble with a compelling argument and What Truckers & Railroads Are Saying About the US Economy.
Full disclosure: Long CASS whose data is the basis for his article.
As we come into the final week of the month, though my portfolio is down my dividends are up for the month, quarter and year. The only suspense being the magnitude of increase!