Saturday, December 24, 2011

24 'Overdue' Dividend Increases: Danger Ahead? - Seeking Alpha

24 'Overdue' Dividend Increases: Danger Ahead? - Seeking Alpha: In compiling the Dividend Champions list (found here) I get to see which companies are nearing the anniversaries of their previous dividend increases. Most of these firms raise their payout about the same time every year, but some companies go longer before boosting their dividends, and this can raise concerns about their streaks of increases.

Dividends in Doubt Series

This monthly series lists companies whose latest dividend increases might be considered “overdue” because it has been more than a year since the previous increase, a possible sign that their streaks of increases are in danger. Some firms regularly go more than a year between increases, so this is only an “early warning” sign that some of them may warrant concern.

Wikio

Monday, December 19, 2011

Dividend Challengers: 18 Increases Expected By Late February - Seeking Alpha

Dividend Challengers: 18 Increases Expected By Late February - Seeking Alpha: In compiling the Dividend Champions list (found here) I get to see which companies are nearing the anniversaries of their previous dividend increases. Since most of these companies raise their payout about the same time every year, I can say with some confidence that they are likely to do so again.

New Year's Presents

As mentioned in the comments of the most recent installment in this series, I'm modifying the schedule to aim for a three-week frequency. Having found that monthly articles allowed some increases to “slip through the cracks,” I had started publishing the listings twice each month. But that seems to have been a tad too frequent, with too many companies carried over and not enough being “checked off,” so I hope the new scheduling works better.

Dividend Contenders: 12 Increases Expected By February 24 - Seeking Alpha

Dividend Contenders: 12 Increases Expected By February 24 - Seeking Alpha: In compiling the Dividend Champions list (found here) I get to see which companies are nearing the anniversaries of their previous dividend increases. Since most of these companies raise their payout about the same time every year, I can say with some confidence that they are likely to do so again.

New Year's Presents

As mentioned in the comments of the most recent installment in this series, I'm modifying the schedule to aim for a three-week frequency. Having found that monthly articles allowed some increases to “slip through the cracks,” I had started publishing the listings twice each month. But that seems to have been a tad too frequent, with too many companies carried over and not enough being “checked off,” so I hope the new scheduling works better.

Dividend Champions: 14 Increases Expected By The End Of February - Seeking Alpha

Dividend Champions: 14 Increases Expected By The End Of February - Seeking Alpha: In compiling the Dividend Champions list (found here) I get to see which companies are nearing the anniversaries of their previous dividend increases. Since most of these companies raise their payout about the same time every year, I can say with some confidence that they are likely to do so again.

New Year's Presents

As mentioned in the comments of the most recent installment in this series, I'm modifying the schedule to aim for a three-week frequency. Having found that monthly articles allowed some increases to “slip through the cracks,” I had started publishing the listings twice each month. But that seems to have been a tad too frequent, with too many companies carried over and not enough being “checked off,” so I hope the new scheduling works better.

Tuesday, December 13, 2011

The 3 Stages of Financial Freedom | Invest It Wisely

The 3 Stages of Financial Freedom | Invest It Wisely: The 3 Stages of Financial Freedom
XHello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic. To celebrate the holidays, Invest It Wisely is running a holiday giveaway, with $300 in prizes to be given away! Don't miss your chance to enter the giveaway for a chance at some great prizes!



Last week, I talked about the three stages of financial despair. We all want to get out of the rat race, but before we get there, we need to get out of the hole and onto level ground.

Wikio

Wednesday, December 7, 2011

Dividend Challengers Smackdown XXI - Seeking Alpha

Dividend Challengers Smackdown XXI - Seeking Alpha: In previous installments of the Smackdown series, I screened the Dividend Champions (which can be found here) using factors such as payout ratio, dividend growth rate, and the most recent dividend increase. Beginning last month, I separated the Champions, Contenders, and Challengers into different articles. (Champions are companies that have paid higher dividends for at least 25 straight years; Contenders have streaks of 10-24 years; Challengers (today's article) have streaks of 5-9 years.) I use the same Roman numeral for all three articles.

This month, I'm returning to the second Smackdown, published on July 3, 2010, starting with the yield, followed by the same factors I used back in Smackdown II. The biggest difference is that there were no listings for Contenders and Challengers back then, so the screening process below has no Smackdown II equivalent. I screened as follow



Saturday, December 3, 2011

Examining Growth Yield: McDonald's, Ross Stores And Scana Corp. - Seeking Alpha

I received a comment/question from Jeff Paul, a fellow author and contributor to Seeking Alpha on my recent article “Yield On Cost Is A Valuable Investing Tool: McDonald’s Vs. Procter & Gamble.” Jeff's question provided me the opportunity to expand more on the important concept of yield on cost, which I prefer to call “growth yield.” Here is Jeff’s question, as follows:
Nice article, Chuck. Lots to think about. There is one statement that I would like you to clarify. "A rapidly expanding yield on cost definitely contributed to McDonald’s (MCD) strong performance…" Seems like that is putting the cart before the horse. I would argue that McDonald's strong performance (i.e. earnings growth), coupled with its decision to increase the payout to shareholders, led to higher dividend growth, which therefore rapidly expanded YOC. I don't see how YOC, which is dependent on the dividend payout decision, would contribute to MCD's stock performance.

Friday, December 2, 2011

102 Dividend Champions For December 2011 - Seeking Alpha

102 Dividend Champions For December 2011 - Seeking Alpha: The Dividend Champions spreadsheet and PDF have been updated through 11/30/11 and are available (click the link.) Note that all references to Champions mean companies that have paid higher dividends for at least 25 straight years; Contenders have streaks of 10-24 years; Challengers have streaks of 5-9 years. “CCC” refers to the universe of Champions, Contenders and Challengers.