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  • in reply to: Krasnaya – learning #16709
    Jerome
    Keymaster

      I have selected a few dividend-paying ETFs in my strategy Ex-US (market = PCX).

      Otherwise I know that there are ETFs on dividend aristocrats. You have to look a little and you easily come across them.

      However, a few ETFs or investment funds are good to bring a little diversification, especially on types of investments or markets that we do not know well, on the other hand it is always less good than the original, and more expensive.

      It is better to start by buying a few solid blue chips, with sufficient starting capital, 2000 euros minimum per share, ideally 4000 euros, then gradually increase your capital.

      in reply to: Krasnaya – learning #16707
      Jerome
      Keymaster

        Hello Krasnaya, it's good to invest little by little, it smooths out the risk of returning at the worst time. However, I do find that the amounts invested are very small and as you say, the fees will eat up a lot of your profitability, even if you invest for the long term. 

        Danone is a good stock. You should not focus on whether the price is going up or down. The important thing is to see if the company is able to maintain its dividend or even grow it.

        Good luck to you.

        in reply to: Introducing PVBE #16706
        Jerome
        Keymaster

          Hello pvbe, welcome to you 😉

          in reply to: Abbott Laboratories split #16705
          Jerome
          Keymaster

            No, that's nonsense because the value of your original ABT share has been reduced by half, so it's not income! You've just cut your Camembert in half. You're not richer after this spin-off than before... Well, that may be "normal" in France, but it's not very ethical from my point of view...

            in reply to: Abbott Laboratories split #16703
            Jerome
            Keymaster

              Um, where are you based??? How can you be taxed on a dividend in this case? It is not an exceptional dividend but a spin-off, namely that the former Abbott company is split in two, at the same time as its capital, distributed between the two new companies ABT and ABBV. There is no reason to tax this separation.

               

              I sold ABBV with a slight capital gain, which I partially ate up in sales and ABT buyback fees. It's not my usual style of trading like that, but if I want to be consistent with my strategy, it's the only way. And let's say it right away, spin-offs are fortunately rare, because I personally don't like them. In the end, by selling ABBV to buy back ABT, it's as if there had been a simple split of my ABTs, accounting-wise. Of course, the "ABT" stock is no longer quite the same as it was last year...

              in reply to: Abbott Laboratories split #16700
              Jerome
              Keymaster

                My decision is made: I sold ABBV and bought the equivalent of ABT.

                in reply to: Abbott Laboratories split #16699
                Jerome
                Keymaster

                  I have to say that this spin-off bothers me quite a bit. ABT and ABBV are certainly good stocks but their split takes them out of the scope of my Global Dividend Growers strategy. 

                  ABBV as a new stock has no dividend history and ABT due to the split sees its dividend cut in half. It is true that this last cut is only "virtual" due to the spin-off but it still bothers me.

                  In short, my brain is boiling over this case these days and I imagine all the plans, including settling these two lines.

                  Too bad Abbott didn't stay Abbott...

                  in reply to: Lopazz's Wallet #16698
                  Jerome
                  Keymaster

                    ah well done, great mentality Lopazz! 😉

                    in reply to: French taxation #16697
                    Jerome
                    Keymaster

                      It's funny to note that Belgium, although the seat of the European institutions, is gradually taking Switzerland's place among the countries described as "tax havens" 😕

                      in reply to: Technical analysis of Air Liquide #16694
                      Jerome
                      Keymaster

                        And as they often say in the stock market:

                        – The trend is your ally

                        – Buy low and sell high

                        – You never catch a falling knife.

                        In short, all this contradicts itself, but it is all right and wrong at the same time...

                        in reply to: Technical analysis of Air Liquide #16692
                        Jerome
                        Keymaster

                          Hi Astyx

                           

                          I am always wary of technical analysis because the author always sees what he wants to see. We can find trends on several axes and over different time periods. In addition, it very often happens that the price passes through this axis briefly before going up or down. Finally, and perhaps especially in my case, we only talk about the price, which historically represents only 50% of stock market performance. We forget about dividends!

                           

                          For me, Air Liquide still has a good profitability/risk ratio.

                          in reply to: Abbott Laboratories split #16691
                          Jerome
                          Keymaster

                            at my place it's +0% on ABT and -44% on Abbvie, banks do pretty much what they want apparently

                            It must be said that in Switzerland capital gains are not taxed so there are not too many consequences.

                            I had already noticed in the past some oddities in the methods of calculating capital gains.

                            in reply to: US companies listed on the Swiss stock exchange #16689
                            Jerome
                            Keymaster

                              Maybe the frequency is only annual instead of quarterly??? That would seem surprising to me, but hey... in that case I see even less advantage! 

                              in reply to: US companies listed on the Swiss stock exchange #16688
                              Jerome
                              Keymaster

                                Thanks for your reply. I had thought about the frequency of dividend distribution and taxation but if these elements are identical then indeed there is no advantage in buying the copy.

                                 

                                Jean-Louis

                                 

                                in reply to: Investing in a US Dividend Reinvestment Plan #16664
                                Jerome
                                Keymaster

                                  Ok, I understand. I called Computershare to ask if we could participate in the Clorox DSPP from Switzerland. They said that we certainly could and that they would send me the documents. But I only received the financial reports from CLX and no documents to register… So I then wrote an email to Computershare who said they could not respond by email :-) . On their site there is no way to register without information such as Social Security number. In short, I give up. At Novartis it seems simpler to me.

                                  Jean-Louis

                                Viewing 15 posts - 571 through 585 (of 586 total)