Weekend Reading – April 2, 2011

Here are some excellent articles from the past week from fellow dividend growth investors.

Gold versus Dividend Stocks
Dividend Growth Investor compares gold to dividend stocks. Excellent article, and I definitely agree with his assertion. Gold has no utility and does not produce income, therefore it’s not a good investment choice for me.

Five Quircky Portfolios for an April’s Fool
Dividend Monk gives some examples of Aprils Fool’s portfolios. Really interesting article!!

Why Dividend Stocks Are Evil
Dividends Value discusses why dividend stocks are evil. Beware: this article may empower you!

Dividend Portfolio Update: April
Dividend Partisan updates his portfolio. Some really interesting additions, including yearly dividend income.

Will the Playbook save RIM?
Dividend Ninja compares the new Playbook from RIM to the iPad from Apple. He also asks whether this new product can help RIM’s future and whether Apple can continue their strong innovation record going forward. Interesting read.

5 Reasons to Be Bearish on The Market
The Dividend Guy discusses his thoughts about why he’s bearish on the overall market for the year. I’m long on everything and I’m a net buyer of stocks. So I continue to cost-average into my positions.

Carrots or Consequences?
My Own Advisor writes about whether it could be a good idea to force people into saving more of their net income. It’s really a shame that more people don’t do this by nature.

Dividend Yield: Shaw Communications
The Passive Income Earner analyzes Shaw Communications, a communication and media company. Interesting financials, but doesn’t have the dividend growth I look for.

Dividend Stocks That Are Solid Buys
Buy Like Buffett lists a few stocks currently on his radar. I am long WMT, but I will maintain it as a small position and probably will not add to it anytime soon.

Cracker Barrel: An Old Country Store With No Cash
The Dividend Pig analyzes Cracker Barrel. Interesting pick, and not a company I had thought about investing in before. His analysis leads me to believe I made the right choice.

Thanks for reading.

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4 Comments

  1. Jason,

    Have your views on Cracker Barrel changed for the better or worse? It’s one stock I’ve been interested in but there are a lot of mixed opinions on it.

    Thanks!

  2. Daniel,

    It has favorable metrics for sure. However, I’m not a big fan of investing in restaurants in general. It’s an extremely competitive industry with huge input costs, and it’s tough to carve out a moat. New places are springing up all the time, and what was popular yesterday is no longer popular today. Furthermore, I’m not sure how many young people eat at Cracker Barrel, which would provide the company with loyal customers for decades.

    Just my thoughts on it. 🙂

    Cheers!

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