12-19-2013, 02:08 PM
Eric:
Those are some pretty hefty increases. It would make much more sense to know on a weighted basis what the true %age will be. Of course, if it is equal weighted, then that is the average.
One little thing I do when calculating the growth is I cap it at 20% because I would like to try and get a rough estimate of how much it might grow the following year. CBRL giving 50% raises for the next 5-7 years is unrealistic, but 15-20% may be possible. My projection has my portfolio's income growing 8.4% without any consideration of DRIP.
One last comment, RGR has stated their dividend will fluctuate with the net income (roughly 40% of the reported quarter's net income), so at some point, expect that to be negative.
DD
Those are some pretty hefty increases. It would make much more sense to know on a weighted basis what the true %age will be. Of course, if it is equal weighted, then that is the average.
One little thing I do when calculating the growth is I cap it at 20% because I would like to try and get a rough estimate of how much it might grow the following year. CBRL giving 50% raises for the next 5-7 years is unrealistic, but 15-20% may be possible. My projection has my portfolio's income growing 8.4% without any consideration of DRIP.
One last comment, RGR has stated their dividend will fluctuate with the net income (roughly 40% of the reported quarter's net income), so at some point, expect that to be negative.
DD