29 Overdue Dividend Increases: Are These Streaks In Doubt? - Seeking Alpha: In compiling the Dividend Champions list, I get to see which companies are nearing the anniversaries of their previous dividend increases. Most of these companies 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.
Saturday, April 28, 2012
Tuesday, April 17, 2012
Dividend Challengers: 25 Increases Expected In The Next 11 Weeks - Seeking Alpha
Dividend Challengers: 25 Increases Expected In The Next 11 Weeks - 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 firms raise their payout about the same time every year, I can say with some confidence that they are likely to do so again.
T'is The Season
Most companies that operate on a calendar-year basis will hold their annual shareholder meetings in April or May, and that presents a great opportunity to announce dividend increases, especially in conjunction with earnings growth in the previous year. Although some have already made such announcements, there are still many corporations that typically raise their dividend between now and the end of June, which coincides with the "forward look" of about 11 weeks for this article.
T'is The Season
Most companies that operate on a calendar-year basis will hold their annual shareholder meetings in April or May, and that presents a great opportunity to announce dividend increases, especially in conjunction with earnings growth in the previous year. Although some have already made such announcements, there are still many corporations that typically raise their dividend between now and the end of June, which coincides with the "forward look" of about 11 weeks for this article.
Dividend Contenders: 19 Increases Expected By The End Of June - Seeking Alpha
Dividend Contenders: 19 Increases Expected By The End Of June - 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 firms raise their payout about the same time every year, I can say with some confidence that they are likely to do so again.
T'is The Season
Most companies that operate on a calendar-year basis will hold their annual shareholder meetings in April or May, and that presents a great opportunity to announce dividend increases, especially in conjunction with earnings growth in the previous year. Although some have already made such announcements, there are still many corporations that typically raise their dividend between now and the end of June, which coincides with the "forward look" of about 11 weeks for this article.
T'is The Season
Most companies that operate on a calendar-year basis will hold their annual shareholder meetings in April or May, and that presents a great opportunity to announce dividend increases, especially in conjunction with earnings growth in the previous year. Although some have already made such announcements, there are still many corporations that typically raise their dividend between now and the end of June, which coincides with the "forward look" of about 11 weeks for this article.
Dividend Champions: 11 Increases Expected By June 30 - Seeking Alpha
Dividend Champions: 11 Increases Expected By June 30 - 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 firms raise their payout about the same time every year, I can say with some confidence that they are likely to do so again.
T'is The Season
Most companies that operate on a calendar-year basis will hold their annual shareholder meetings in April or May, and that presents a great opportunity to announce dividend increases, especially in conjunction with earnings growth in the previous year. Although some have already made such announcements, there are still many corporations that typically raise their dividend between now and the end of June, which coincides with the "forward look" of about 11 weeks for this article.
Wikio
T'is The Season
Most companies that operate on a calendar-year basis will hold their annual shareholder meetings in April or May, and that presents a great opportunity to announce dividend increases, especially in conjunction with earnings growth in the previous year. Although some have already made such announcements, there are still many corporations that typically raise their dividend between now and the end of June, which coincides with the "forward look" of about 11 weeks for this article.
Wikio
Friday, April 13, 2012
Spring Cleaning My Dividend Growth Portfolio - Seeking Alpha
Spring Cleaning My Dividend Growth Portfolio - Seeking Alpha: I conduct formal Portfolio Reviews of my public Dividend Growth Portfolio (DGP) twice per year, in April and October. Here are reports of the past two reviews:
October 2011: "Dividend Growth Portfolio Semi-Annual Review: Pretty Boring Stuff... The Dividends Just Keep Increasing (Yawn)"
April 2011: "Dividend Growth Portfolio Review: Sherwin Williams Is Out"
The DGP contains real money and actual stocks, and it illustrates real decisions made in real time. Its purpose is to demonstrate how one person (me) executes strategies and tactics of dividend growth investing. You can see my successes and mistakes, form judgments on whether stuff make sense or not, and comment on whatever you think will help me or the dividend growth community.
Wikio
October 2011: "Dividend Growth Portfolio Semi-Annual Review: Pretty Boring Stuff... The Dividends Just Keep Increasing (Yawn)"
April 2011: "Dividend Growth Portfolio Review: Sherwin Williams Is Out"
The DGP contains real money and actual stocks, and it illustrates real decisions made in real time. Its purpose is to demonstrate how one person (me) executes strategies and tactics of dividend growth investing. You can see my successes and mistakes, form judgments on whether stuff make sense or not, and comment on whatever you think will help me or the dividend growth community.
Wikio
Tuesday, April 10, 2012
The Most Common Stocks For Dividend Growth Investors - Seeking Alpha
The Most Common Stocks For Dividend Growth Investors - Seeking Alpha: This article had its genesis in a trio of articles I did a few weeks ago on stocks with yields more than 1.5 times the yield available from 10-year Treasuries. In those articles, I presented statistics on the dividend growth rates (DGRs) of the stocks. I was surprised by the number of stocks that seemed to have declining DGRs. That caused me to wonder whether there was a pattern or predominance of companies lowering their DGRs.
During the Great Recession, lots of DGRs understandably took a dip, not to mention that there were some significant dividend freezes (DGR = 0) and slashes (DGR = negative). But my general impression had been that since 2009, DGRs have been recovering to levels that were more typical prior to the recession. So I decided to explore the question further.
Wikio
During the Great Recession, lots of DGRs understandably took a dip, not to mention that there were some significant dividend freezes (DGR = 0) and slashes (DGR = negative). But my general impression had been that since 2009, DGRs have been recovering to levels that were more typical prior to the recession. So I decided to explore the question further.
Wikio
Monday, April 9, 2012
If You Think All Utility Stocks Are The Same - Think Again - Seeking Alpha
If You Think All Utility Stocks Are The Same - Think Again - Seeking Alpha: I have recently seen comments on articles oriented to the dividend growth investor where people were suggesting that in general, utilities have recently become overvalued. Further discussion indicated that this was probably due to the fact that bond yields were so low that people were flocking to stable utility stocks in lieu of bonds therefore driving utility stock prices to abnormal highs. This article is primarily designed to take a more specific look at whether or not utility stocks as an asset class are currently overvalued. Secondarily, it is offered to expose the fallacy of thinking in generalities rather than more specifically.
Monday, April 2, 2012
29 Dividend Champions That Beat The Market, Inflation And 2 Recessions Since 2001 - Seeking Alpha
29 Dividend Champions That Beat The Market, Inflation And 2 Recessions Since 2001 - Seeking Alpha: This article is a follow-up to my earlier article on March 28, that was stimulated by commentary on an article on March 16 by David Van Knapp titled Has Dividend Growth Kept Up With Inflation? However, since that article was oriented to the prudent dividend growth investor, there were a couple of weaknesses with my previous article that I would like to rectify with this current offering.
First of all, I feel that the 30 sample companies used in my first offering were not the best representation of high-quality dividend growth stocks as claimed by the book cited in both articles above, and secondly, there was a lot of overvaluation bias built into the time frame being measured. Consequently, I do not believe that a clear and fair representation of the value of a true dividend growth stock was effectively revealed. On the other hand, the first article did show that even an inferior group of dividend paying companies were capable of providing income that beat inflation over time.
Wikio
First of all, I feel that the 30 sample companies used in my first offering were not the best representation of high-quality dividend growth stocks as claimed by the book cited in both articles above, and secondly, there was a lot of overvaluation bias built into the time frame being measured. Consequently, I do not believe that a clear and fair representation of the value of a true dividend growth stock was effectively revealed. On the other hand, the first article did show that even an inferior group of dividend paying companies were capable of providing income that beat inflation over time.
Wikio
The Most Common Stocks Held By Dividend Growth Investors - Seeking Alpha
The Most Common Stocks Held By Dividend Growth Investors - Seeking Alpha: I am researching an article on dividend growth stocks. I want to use a sample of the 30-40 most common stocks held by dividend growth investors. Please help.
Below I have listed 35 stocks that, from my reading, appear in a lot of dividend growth portfolios. This list is based on impressions from reading hundreds of articles and thousands of comments over the past couple of years.
Please scan the list and tell me if you agree. Should any stocks be removed? Do you want to nominate a stock I have missed?
Please note, I am not looking for reasons that a stock should be sold or bought. Rather, I am just seeking to verify or correct my impressions about which stocks are most widely in dividend growth portfolios. If a commenter suggests one that I missed, and the comment gets a few thumbs up, I'll add it to the list, and similarly as to stocks suggested for deletion.
Wikio
Below I have listed 35 stocks that, from my reading, appear in a lot of dividend growth portfolios. This list is based on impressions from reading hundreds of articles and thousands of comments over the past couple of years.
Please scan the list and tell me if you agree. Should any stocks be removed? Do you want to nominate a stock I have missed?
Please note, I am not looking for reasons that a stock should be sold or bought. Rather, I am just seeking to verify or correct my impressions about which stocks are most widely in dividend growth portfolios. If a commenter suggests one that I missed, and the comment gets a few thumbs up, I'll add it to the list, and similarly as to stocks suggested for deletion.
Wikio
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