Tuesday, February 20, 2018

27 Dividend Increases: February 12-16, 2018 (Part 1: Industrials and Information Technology Stocks)

I like monitoring dividend increases for stocks on my watch list of dividend growth stocks because I consider such stocks to be candidates for further analysis. Companies that regularly raise their dividend payments show confidence in future earnings growth potential.

In the past week, 27 companies on my watch list decided to increase their dividends, including four of the stocks I hold in my portfolio. Part 1 provides a summary of dividend increases announced by stocks in the Industrials and Information Technology sectors. Part 2 will cover dividend increases from stocks in the Financials, Consumer Discretionary, and Real Estate sectors, while Part 3 will cover the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Sunday, February 18, 2018

26 Dividend Increases: February 5-9, 2018 (Part 3: Remaining Sectors)

Companies that regularly increase their dividends show confidence in their ability to grow earnings. I monitor dividend increase announcements from stocks in the CCC list.

Last week, 26 companies on my watch list declared dividend increases, including 3 stocks I own. Part 1 presented dividend increases from stocks in the Industrials and Information Technology sectors. Part 2 covered dividend increase announcements from stocks in the Financials and Consumer Discretionary sectors. Here, I cover dividend increases from stocks in the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Friday, February 16, 2018

26 Dividend Increases: February 5-9, 2018 (Part 2: Financials and Consumer Discretionary Stocks)

One way to identify dividend growth stocks for further analysis is to monitor dividend increases. I monitor dividend increase announcements from stocks in the CCC list.

Last week, 26 companies on my watch list announced dividend increases, including three of the stocks I own.

Part 1 presented dividend increases of stocks in the Industrials and Information Technology sectors. This is Part 2, which covers dividend increase announcements from stocks in the Financials and Consumer Discretionary sectors. See the upcoming Part 3 for a summary of dividend increases for stocks in the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Thursday, February 15, 2018

26 Dividend Increases: February 5-9, 2018 (Part 1: Industrials and Information Technology Stocks)

Companies can only increase their dividends regularly if they grow earnings sufficiently. I like monitoring dividend increase announcements because I consider stocks that regularly increase their dividends to be candidates for further analysis. 

Last week, 26 companies on my watch list announced dividend increases, including three stock I own. Part 1 provides a summary of dividend increases announced by stocks in the Industrials and Information Technology sectors. Part 2 will cover dividend increases from stocks in the Financials and Consumer Discretionary sectors, while Part 3 will cover the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Monday, February 12, 2018

10 Dividend Growth Stocks For February 2018

David Fish's CCC list is an excellent source for dividend growth investors. Compiled and updated every month, the CCC list contains U.S. companies with at least 5 consecutive years of increasing dividends. The accompanying spreadsheet provides key statistics of the CCC stocks.

In my monthly 10 Dividend Growth Stocks series, I identify 10 CCC stocks worthy of further research. To create the list, I trim the CCC list using various screens and rank the remaining stocks using a proprietary ranking system. I also assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis.

Friday, February 9, 2018

24 Dividend Increases: January 29-February 2, 2018 (Part 2: Remaining Sectors)

I monitor dividend increase announcements for stocks on my watch list. It is one way I look for candidates for my DivGro portfolio. Companies can only raise their dividends regularly if earnings grow sufficiently.

This past week, 24 companies on my watch list announced dividend increases. One of these increases is from a stock I own.

Part 1 covered dividend increases from the Energy and Real Estate sectors. This is Part 2, which covers dividend increases from the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Wednesday, February 7, 2018

24 Dividend Increases: January 29-February 2, 2018 (Part 1: Energy and Real Estate)

Companies can only raise their dividends regularly if they grow earnings sufficiently. One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

This past week, 24 companies on my watch list announced dividend increases. One of these increases is from a stock I own.

Part 1 of this two-part article covers dividend increases from the Energy and Real Estate sectors. Part 2 will cover dividend increases from the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Tuesday, February 6, 2018

Three More Home Runs!

Well, the markets are going nuts and volatility is back big time! As I write this, the CBOE Volatility Index (VIX) is at 42.84, way up from the sub-15 levels it has been at for most of 2017.

Stock prices are see-sawing furiously, so I'm questioning the value of writing this article while things are so volatile. But I'm doing it anyway to keep up-to-date with DivGro's home runs.

Recall that I use the term home run to describe any position in DivGro that has crossed the 100% mark in total returns. Once a position reaches home run status, it retains that status, even if the share price drops. And that's the case with the home runs I'm reporting today. All three of them reached home run status on Friday, 26 January, but now they're trading below the 100% level.

Monday, February 5, 2018

Annual Review, 2017

Welcome to the 5th annual review of DivGro, my portfolio of dividend growth stocks. I created DivGro in January 2013 to generate a reliable and growing dividend income stream.

Keeping track of DivGro in a public forum helps me to learn and grow as a dividend growth investor. Much of my learning comes from the research I do while writing articles, but I've also learned a lot from interacting with like-minded investors. So, I want to say Thank You! to all my readers for your encouragement, questions, and comments. Please keep it coming!

In my annual reviews, I look at DivGro's performance as measured by dividend income, dividend increases, annualized returns, and rate of return. I also look at some highlights of the past year and share my outlook for the coming year.

Sunday, February 4, 2018

32 Dividend Increases: January 22-26, 2018 (Part 3: Remaining Sectors)


I monitor dividend increases to find suitable candidates for further analysis.

In the past week, 32 companies on my watch list declared dividend increases, including 5 of my DivGro holdings.

Part 1 covered dividend increases for the Financials sector, while Part 2 presented dividend increases for the Energy and Utilities sectors. This is Part 3, which presents raises from the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Saturday, February 3, 2018

32 Dividend Increases: January 22-26, 2018 (Part 2: Energy and Utilities)

Companies that regularly raise their dividends show confidence in their ability to grow earnings. In the past week, 32 companies on my watch list declared dividend increases, including 5 of my DivGro holdings.

Part 1 covered dividend increases for the Financials sector. This is Part 2, which presents dividend increases for the Energy and Utilities sectors. Part 3 will present raises from the remaining sectors.

As a bonus, I'm including a summary of ex-dividend dates for the next two weeks. Scan the list of stocks to see if there's a stock you want to pick up before the ex-dividend date so you can grab the next dividend.

Friday, February 2, 2018

32 Dividend Increases: January 22-26, 2018 (Part 1: Financials Sector)

I like monitoring dividend increases for stock son my watch list of dividend growth stocks because I consider such stocks to be candidates for further analysis.

Recently, 32 companies on my watch list decided to increases their dividends, including 5 of the stocks I own.

Part 1 covers dividend increases for the Financials sector, while Part 2 and Part 3 will cover dividend increases for the remaining sectors.

As a bonus, I'm including a summary of available ex-dividend dates for the next two weeks.

Wednesday, January 31, 2018

Relieving the Pain of Dividend Growth Investors

By Torsten Tiedt

Dividend growth investing is a pain, because it is much more difficult to find solid dividend growth stocks than it should be.

In this guest article, I'll explain why I think finding solid dividend growth stocks is harder than it should be and how I tackled this problem for me (and for you!).

Sunday, January 28, 2018

DivGro Pulse: January 2018

This month I'm celebrating the 5th anniversary of DivGro!

I founded DivGro in January 2013 to focus on dividend growth (DG) investing. Since then, my portfolio steadily has grown well beyond what I could have imagined!

Just this week, I hit my 10th home run with DivGro, when my position McDonald's (MCD) crossed 100% in total returns. And, without giving everything away, on Friday three more positions earned home run status after some extraordinary price action! This market sure looks toppy now...

Once a month, I write a pulse article that focuses on strategy and monitors the health of my portfolio. I update the fair value estimates of DG stocks in my portfolio and use the information to identify undervalued DG stocks suitable for further investment. Finding undervalued stocks is quite challenging these days!

Friday, January 26, 2018

20 Dividend Increases: January 15-19, 2018 (Part 2: The Remaining Sectors)

Companies that regularly raise their dividend payments show confidence in future earnings growth potential. In the past week, 20 companies on my watch list declared dividend increases, including two of my DivGro holdings.

Part 1 covered dividend increases for the Energy and Real Estate. This is Part 2, which presents dividend increases for the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Thursday, January 25, 2018

20 Dividend Increases: January 15-19, 2018 (Part 1: Energy and Real Estate Sectors)

Companies that regularly raise their dividend payments show confidence in future earnings growth potential. In the past week, 20 companies on my watch list declared dividend increases, including 2 of my DivGro holdings.

Part 1 covers dividend increases for the Energy and Real Estates, while Part 2 will cover dividend increases for the remaining sectors.

As a bonus, I include a summary of available ex-dividend dates for the next two weeks.

Tuesday, January 23, 2018

Home Run Number 10

I use the term home run to describe any position in DivGro that has crossed the 100% mark in total return.

Before becoming a dividend growth investor, I sold half of my shares when a position doubled. I justified the action by saying that now I'm playing with "house" money.

I no longer think that way. Most of my positions are income-generating dividend growth stocks and cutting my income in half just because the position has doubled, seems silly. Now I'm more than happy to hold my home runs and to continue collecting their growing dividends.

Today, I'm happy to announce my 10th home run in DivGro!

Friday, January 19, 2018

10 Dividend Growth Stocks For January 2018

The CCC list is a wonderful source for dividend growth investors. Compiled and updated every month by David Fish, the CCC list contains U.S. companies with at least 5 consecutive years of higher dividend payments. The accompanying spreadsheet provides key statistics of the CCC stocks.

In my monthly 10 Dividend Growth Stocks series, I identify 10 CCC stocks for further research. To create the list, I rank a selection of the CCC stocks and assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis.

This month, I decided to select CCC stocks by compiling popular dividend growth stocks and Real Estate Investment Trusts (REITs) from recent Seeking Alpha articles, and stocks in my DivGro portfolio.

Tuesday, January 16, 2018

4 Dividend Increases: January 1-12, 2018

Companies that regularly raise their dividend payments show confidence in future earnings growth potential. I like monitoring dividend increases for stocks on my watch list because I consider such stocks to be candidates for further analysis.

In the past 2 weeks, 4 companies on my watch list decided to increase their dividends.

Only one company announced a double-digit dividend increase. However, two of the remaining stocks have increased their dividends multiple times in the past year and their year-over-year dividend increases are double-digit percentage increases, too.

Saturday, January 13, 2018

Recent Sell: Cisco Systems

On 3 January, the February $34 covered call options I sold against my Cisco Systems (CSCO) shares got exercised early.

CSCO traded ex-dividend on 4 January, so the options holder decided to call my shares away just in time to grab the dividend. This is one of the drawbacks of American-style options – they can be exercised before expiration.

With CSCO trading in the money, I was well aware of the possibility that the options could be assigned. However, I was traveling from South Africa via Dubai to San Francisco (an exhausting 30 hours of traveling time!) and could not make a defensive move in time. Fortunately, I still own 200 CSCO shares, so I collected the dividend on those shares.

This article presents a summary of my CSCO trades and a final profit/loss analysis.

Wednesday, January 10, 2018

Quarterly Review, Q4-2017

Welcome to the 20th quarterly review of DivGro, my portfolio of dividend growth stocks. This month I'm celebrating the fifth anniversary of DivGro!

I have some challenging goals for 2018, including increasing projected annual dividend income to $18,500, earning $18,000 in dividend income, and securing $12,000 in options income.

Before we focus on the future, though, let's look at what happened with DivGro in Q4-2017.

Sunday, January 7, 2018

Top Holdings of Real Estate ETFs

Analysing the top holdings of similar ETFs is insightful. Publicly-available data on the top holdings and assets under management allow me to rank these holdings and to construct a virtual portfolio, which I can compare with my own portfolio. It helps me to identify candidates for further analysis and possible investment.

Recently, I analyzed the top holdings of 32 dividend ETFs and presented a ranked list of the top 50 dividend stocks held in these ETFs. No Real Estate sector stocks made the top 50 list because real estate stocks are commonly organized as real estate investment trusts (REITs), which have their own ETF category.

In this article, I analyze 15 real estate ETFs that focus specifically on the U.S. Real Estate markets. I present the top holdings held in these ETFs along with key statistics and fair value estimates from Morningstar.

Thursday, January 4, 2018

More Than 500 Dividend Increases in 2017

I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis. Companies can only increase their dividends regularly if earnings grow sufficiently.

In 2017, I reported on more than 500 dividend increases from companies on my watch list. Exactly 497 companies on my watch list increased their dividends, but 42 stocks increased their dividend more than once in 2017, so the number of increases tops 500.

This article provides a summary of the dividend increases in 2017. I share the average dividend increase and identify the top increases, overall and by sector.

Monday, January 1, 2018

Monthly Review: December 2017

Welcome to the last monthly review in 2017 of DivGro, my portfolio of dividend growth stocks!

The goal of these monthly reviews is to share updates to my portfolio and to provide a summary of dividends collected. I also consider the impact on DivGro's projected annual dividend income (PADI).

Quarter-ending months are exceptional months for dividend growth investors, as many companies tend to pay dividends in these months. In December, I received dividends totaling $2,245.05 from 31 stocks in my portfolio. Incredibly, this is just 51¢ more than my previous record total of $2,244.54.

So I'm happy to report that December was another record month for DivGro!

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