Friday, October 19, 2012

Dividend Contenders: 26 Increases Expected By The End Of December - Seeking Alpha

Dividend Contenders: 26 Increases Expected By The End Of December - Seeking Alpha: In compiling the Dividend Champions list (found here: http://dripinvesting.org/Tools/Tools.asp) 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.

More Good News Ahead

As you can see by the number of Ex-Dividend Dates in November and December, there's a noticeable pick-up in the number of companies that typically increase their dividends in the last part of the year, which coincides with the "forward look" of about 11 weeks for this article.

Thursday, October 18, 2012

Dividend Champions: 19 Increases Expected By December 31 - Seeking Alpha

Dividend Champions: 19 Increases Expected By December 31 - Seeking Alpha: In compiling the Dividend Champions list (found here: http://dripinvesting.org/Tools/Tools.asp) 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

Monday, October 8, 2012

Dividend Champions Smackdown XXXI - Seeking Alpha

Dividend Champions Smackdown XXXI - Seeking Alpha: Dividend Champions Smackdown XXXI

In the most recent installments of the Smackdown series, I screened the Dividend Champions (which can be found here) for high yield and low payout ratio and, last month, using a "7% Solution" for dividend and earnings growth.

(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 Challengers Smackdown XXXI - Seeking Alpha

Dividend Challengers Smackdown XXXI - Seeking Alpha: Dividend Challengers Smackdown XXXI

In the most recent installments of the Smackdown series, I screened the Dividend Champions (which can be found here) for high-yield and low payout ratio and, last month, using a "7% Solution" for dividend and earnings growth.

(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.)

Sunday, October 7, 2012

High-Yield Buys: There Is A Lot Of Value In This Market: Part 3 - Seeking Alpha

High-Yield Buys: There Is A Lot Of Value In This Market: Part 3 - Seeking Alpha: This article is Part 3 of a series of articles focusing on finding value in the S&P 500 today. In Part 1, we laid out several classifications of equities that comprise the S&P 500. In our follow-ups we are focusing on each of these classifications one at a time, in order to focus on finding fair valuation within each category. There's a lot of discussion, much of it suggesting that stocks are overvalued today. We disagree, because we conducted a thorough examination of each of the S&P 500 constituents, we did indeed find a lot of value in this market. Here is a link to Part 1, where we laid out our thesis of a market of stocks rather than the stock market, and identified the categories that we are writing about in these subsequent articles.

Monday, October 1, 2012

Dividend Champions For October 2012 - Seeking Alpha

Dividend Champions For October 2012 - Seeking Alpha: The Dividend Champions spreadsheet and PDF have been updated through 9/28/12 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.

The Fourth Scenario For When Should I Transition From Capital Gain Investing To Dividend Growth Investing? - Seeking Alpha

The Fourth Scenario For When Should I Transition From Capital Gain Investing To Dividend Growth Investing? - Seeking Alpha: Introduction

An author, whom I consider a friend, Robert Allan Schwartz, recently penned an article describing his views on when young investors should transition from growth to dividend growth investing. In this article found here, he created a series of three scenarios and created a set of parameters from which to run them on. Although I felt that his parameters were reasonable, and his scenarios plausible, I also felt that they grossly underestimated the true power of what I would call a pure growth strategy. Frankly, I felt he inadvertently shortchanged the powerful performance capabilities that true growth stocks are capable of achieving.