I am a firm believer that asset allocation plays a significant part in a portfolio's long-term results. In the past, I was asked if you could have a diversified portfolio of dividend stocks and other income securities. It is an interesting question that deserves further examination.
Wednesday, May 30, 2018
Monday, May 28, 2018
7 Stocks Not Missing Their Opportunity To Increase Dividends
In everything we do, we always want to be the best or be associated with the best. You never hear fans yelling, ‘We’re number 2, we’re number 2′, while holding two fingers in the air. The same is true when selecting dividend stocks. One attribute found in the very best dividend stocks is a long history of consecutive dividend increases.
Below are several dividend stocks that did not miss their opportunity increase cash dividends:
Below are several dividend stocks that did not miss their opportunity increase cash dividends:
Labels:
Increases
Saturday, May 26, 2018
Weekly Links: May 26, 2018
Each weekend I highlight any notable articles that I came across over the past week. Though I may not always agree with each of the articles highlighted, they will often provide an interesting argument for their position. We can take some concepts that may or may not align with our vision, then apply them to our framework, and voila, a new idea is born.
Labels:
Links
Friday, May 25, 2018
General Mills, Inc. (GIS) Dividend Stock Analysis
Linked here is a detailed quantitative analysis of General Mills, Inc. (GIS). Below are some highlights from the above linked analysis:
Company Description: General Mills, Inc. is a major producer of packaged consumer food products company that produces cereal, yogurt and Betty Crocker desserts/baking mixes.
Company Description: General Mills, Inc. is a major producer of packaged consumer food products company that produces cereal, yogurt and Betty Crocker desserts/baking mixes.
Labels:
Analysis
Wednesday, May 23, 2018
5 Small/Mid-Cap Dividend Growth Stocks Answering The Call
I have set aside 20% in my asset allocation for small and mid-cap equities. Generally, smaller cap securities are more volatile, but often offer a higher rate of return over the long-term. Most of this allocation is covered by small cap mutual funds in my 401(k).
Labels:
Classics,
Commentary
Monday, May 21, 2018
7 Stocks Paying More Cash With Increased Dividends
When selecting income investments, the three most important questions to answer are : 1.) Is the investment increasing its dividend each year, 2.) Is the increase likely to continue into the future and 3.) Are you being compensated for the risk you are taking? When you answer yes to all three of the questions, you just might have found an excellent income investment.
Below are several stocks that recently answered yes to the first question by increasing their cash dividends:
Below are several stocks that recently answered yes to the first question by increasing their cash dividends:
Labels:
Increases
Saturday, May 19, 2018
Weekly Links: May 19, 2018
Each weekend I highlight any notable articles that I came across over the past week. Though I may not always agree with each of the articles highlighted, they will often provide an interesting argument for their position. We can take some concepts that may or may not align with our vision, then apply them to our framework, and voila, a new idea is born.
Labels:
Links
Friday, May 18, 2018
Procter & Gamble (PG) Dividend Stock Analysis
Linked here is a detailed quantitative analysis of Procter & Gamble (PG). Below are some highlights from the above linked analysis:
Company Description: The Procter & Gamble Company is a leading consumer products company that markets household and personal care products in more than 180 countries.
Company Description: The Procter & Gamble Company is a leading consumer products company that markets household and personal care products in more than 180 countries.
Labels:
Analysis
Wednesday, May 16, 2018
8 Dividend Stocks With The Right Stuff
What makes a good dividend growth stock? Every dividend growth investor is looking for a stock that will increase its dividend each and every year at a rate that makes the stock a better investment than fixed income alternatives. I have found that stocks that are able to do this share some common characteristics.
Labels:
Classics,
Commentary
Monday, May 14, 2018
7 Stocks Growing Future Yield With Increased Dividends
In the southern U.S. where I live, there has been some controversy over harvesting forests of hardwoods and reseeding them with pines. Growing hardwoods is very similar to investing in dividend stocks. What you plant or invest in today will not yield much for years to come. That is not to say progress is not seen. It is just slow and deliberate. To grow hardwoods it takes great foresight and commitment to the process. The small investments we make in quality dividend stocks each month won’t yield large payments in the near-term. It will take time for the payments to grow and compound, but they will.
Below are several companies planting the seeds for future yield by increasing their cash dividends:
Below are several companies planting the seeds for future yield by increasing their cash dividends:
Labels:
Increases
Saturday, May 12, 2018
Weekly Links: May 12, 2018
Each weekend I highlight any notable articles that I came across over the past week. Though I may not always agree with each of the articles highlighted, they will often provide an interesting argument for their position. We can take some concepts that may or may not align with our vision, then apply them to our framework, and voila, a new idea is born.
Labels:
Links
Friday, May 11, 2018
United Technologies Corp. (UTX) Dividend Stock Analysis
Linked here is a detailed quantitative analysis of United Technologies Corp. (UTX). Below are some highlights from the above linked analysis:
Company Description: United Technologies Corp. is an aerospace-industrial conglomerate with a portfolio that includes Pratt & Whitney jet engines, Otis elevators and Carrier air conditioners, among other products. In November 2015, UTX sold its Sikorsky helicopter division to Lockheed Martin.
Company Description: United Technologies Corp. is an aerospace-industrial conglomerate with a portfolio that includes Pratt & Whitney jet engines, Otis elevators and Carrier air conditioners, among other products. In November 2015, UTX sold its Sikorsky helicopter division to Lockheed Martin.
Labels:
Analysis
Wednesday, May 9, 2018
Free Cash Flow Payout vs. Dividend Payout
I am a firm believer in keeping things simple. However, you can simplify things to the point they no longer have value. In my opinion, a lot of the commonly used financial metrics can be very misleading unless you understand what is behind them. I would put EBIT, EBITDA and Dividend Payout in this category. As an investor in dividend growth stocks, I see Dividend Payout used a lot, so let's take a closer look at it.
Labels:
Classics,
Commentary
Monday, May 7, 2018
7 Stocks Providing Positive Feedback With Increased Dividends
It seems that ever so many years the market turns down and someone declares the death of buy-and-hold. Some even go as far to say that Warren Buffett has lost his touch. With time on their side, the buy-and-hold investors and Mr. Buffett always seem to make a spectacular rebound. As long-term dividend investors our focus should be on acquiring fundamentally sound dividend growth stocks at a reasonable valuation and maintaining our asset allocation.
This week several companies provided their shareholders positive feedback with increased cash dividends:
This week several companies provided their shareholders positive feedback with increased cash dividends:
Labels:
Increases
Saturday, May 5, 2018
Weekly Links: May 5, 2018
Each weekend I highlight any notable articles that I came across over the past week. Though I may not always agree with each of the articles highlighted, they will often provide an interesting argument for their position. We can take some concepts that may or may not align with our vision, then apply them to our framework, and voila, a new idea is born.
Labels:
Links
Friday, May 4, 2018
Exxon Mobil Corporation (XOM) Dividend Stock Analysis
Linked here is a detailed quantitative analysis of Exxon Mobil Corporation (XOM). Below are some highlights from the above linked analysis:
Company Description: Exxon Mobil Corp., formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company.
Company Description: Exxon Mobil Corp., formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company.
Labels:
Analysis
Wednesday, May 2, 2018
6 Dividend Stocks Trading at a Double-Digit Discount
Getting a discount of 10%, 20% or even more is awesome. When it is on a big ticket item like a automobile, there are a lot of dollars to be saved and people have been known to drive great distances to receive the discount. Everyone loves a sale!
Well, maybe not everyone. When stocks go on sale it seems to depress a large number of market participants. However, for those of us that like buying stocks at a discount, a market pullback provides us a little relief.
Well, maybe not everyone. When stocks go on sale it seems to depress a large number of market participants. However, for those of us that like buying stocks at a discount, a market pullback provides us a little relief.
Labels:
Classics,
Commentary
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