Wednesday, September 26, 2012

34 'Overdue' Dividend Increases: Which Streaks Are In Danger? - Seeking Alpha

34 'Overdue' Dividend Increases: Which Streaks Are In Danger? - 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 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.

Thursday, September 20, 2012

Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? - Seeking Alpha

Can Dividend Growth Investing Be Reconciled With Modern Portfolio Theory? - Seeking Alpha: For the past couple of years, an active discussion or debate has been going on between proponents of dividend growth investing [DGI] and proponents of modern portfolio theory [MPT]. I have been in the middle of some of those debates. I often wonder whether the two strategies for portfolio construction can be reconciled. I will state my preference up front: My primary investing strategy is a DGI strategy. I recognize that many readers will see this as biasing this article. I am sure that any mistakes, stereotypes, or misconceptions can be rectified in the comments section.

Wednesday, September 19, 2012

Dividend Challengers: 23 Increases Expected By The End Of November - Seeking Alpha

Dividend Challengers: 23 Increases Expected By The End Of November - 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.

The Pace Quickens

The usual summer drop-off in the pace of dividend increase announcements seems to have passed, as can be seen by the number of Ex-Dividend Dates in November, which coincides with the "forward look" of about 11 weeks for this article.

Sunday, September 16, 2012

Don't Be The Equivalent Of A Stock Market Racist - Seeking Alpha

Don't Be The Equivalent Of A Stock Market Racist - Seeking Alpha: There is no shortage of pundits and prognosticators willing to offer their opinions (rarely based on facts) as to whether or not stocks are cheap or expensive, or as to whether the markets are going to rise or fall. In every case, the opinions and prognostications are directed as generalities such as "stocks" or "markets." In this context, the implication is that all stocks are the same, and therefore will all behave in the same manner or in tandem.

Friday, September 7, 2012

Dividend Challengers Smackdown XXX - Seeking Alpha

Dividend Challengers Smackdown XXX - Seeking Alpha: Dividend Challengers Smackdown XXX

In the most recent installments of the Smackdown series, I screened the Dividend Champions (which can be found here: http://dripinvesting.org/Tools/Tools.asp ) starting with stocks' Premium ( ) or Discount (-) to the Graham Number and, last month, with a combination of high yield and low payout ratio.

(Note that I have separated the Champions, Contenders, and Challengers into different articles to fit more closely into the format preferred by Seeking Alpha. Champions are 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. I use the same Roman numeral for all three articles.)

Dividend Contenders Smackdown XXX - Seeking Alpha

Dividend Contenders Smackdown XXX - Seeking Alpha: Dividend Contenders Smackdown XXX

In the most recent installments of the Smackdown series, I screened the Dividend Champions (which can be found here: http://dripinvesting.org/Tools/Tools.asp ) starting with stocks' Premium ( ) or Discount (-) to the Graham Number and, last month, with a combination of high yield and low payout ratio.

(Note that I have separated the Champions, Contenders, and Challengers into different articles to fit more closely into the format preferred by Seeking Alpha. Champions are 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. I use the same Roman numeral for all three articles.)

Dividend Champions Smackdown XXX - Seeking Alpha

Dividend Champions Smackdown XXX - Seeking Alpha: In the most recent installments of the Smackdown series, I screened the Dividend Champions (which can be found here: http://dripinvesting.org/Tools/Tools.asp ) starting with stocks' Premium ( ) or Discount (-) to the Graham Number and, last month, with a combination of high yield and low payout ratio.

(Note that I have separated the Champions, Contenders, and Challengers into different articles to fit more closely into the format preferred by Seeking Alpha. Champions are 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. I use the same Roman numeral for all three articles.)

Monday, September 3, 2012

September Dividend Champions - Seeking Alpha

September Dividend Champions - Seeking Alpha: The Dividend Champions spreadsheet and PDF have been updated through 8/31/12 and are available here. 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.