Beware The Valuations On The Best Consumer Discretionary Dividend Growth Stocks - Seeking Alpha: The Consumer Discretionary sector consists of businesses that sell nonessential, and therefore, discretionary goods and services. Companies in this sector include retailers, media companies, consumer services companies, consumer durables and apparel companies, automobiles and components companies. Since so much of what this sector offers is discretionary items, companies in the sector tend to do best when the economy is strongest. Unfortunately, as we will soon see, so do the prices of their stocks tend to perform best when the market is performing best.
This blog is my archives of good papers,articles about investing and personal finance, aiming to financial independence.
Wednesday, July 10, 2013
Monday, July 8, 2013
Dividend Challengers Smackdown XL - Seeking Alpha
Dividend Challengers Smackdown XL - Seeking Alpha: Dividend Challengers Smackdown XL
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 ) by high Dividend Growth and Estimated 5-year Earnings per Share Growth (using a 6% threshold for both) and, last month, by the Past 5 Years of Earnings per Share Growth and the 5-year Dividend Growth Rate.
(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. "CCC" refers to the combination of all three groups. I use the same Roman numeral for all three articles.)
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 ) by high Dividend Growth and Estimated 5-year Earnings per Share Growth (using a 6% threshold for both) and, last month, by the Past 5 Years of Earnings per Share Growth and the 5-year Dividend Growth Rate.
(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. "CCC" refers to the combination of all three groups. I use the same Roman numeral for all three articles.)
Dividend Contenders Smackdown XL - Seeking Alpha
Dividend Contenders Smackdown XL - Seeking Alpha: Dividend Contenders Smackdown XL
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 ) by high Dividend Growth and Estimated 5-year Earnings per Share Growth (using a 6% threshold for both) and, last month, by the Past 5 Years of Earnings per Share Growth and the 5-year Dividend Growth Rate.
(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. "CCC" refers to the combination of all three groups. I use the same Roman numeral for all three articles.)
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 ) by high Dividend Growth and Estimated 5-year Earnings per Share Growth (using a 6% threshold for both) and, last month, by the Past 5 Years of Earnings per Share Growth and the 5-year Dividend Growth Rate.
(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. "CCC" refers to the combination of all three groups. I use the same Roman numeral for all three articles.)
Dividend Champions Smackdown XL - Seeking Alpha
Dividend Champions Smackdown XL - Seeking Alpha: In the most recent installments of the Smackdown series, I screened the Dividend Champions (which can be found here) by high Dividend Growth and Estimated 5-year Earnings per Share Growth (using a 6% threshold for both) and, last month, by the Past 5 Years of Earnings per Share Growth and the 5-year Dividend Growth Rate.
(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. "CCC" refers to the combination of all three groups. I use the same Roman numeral for all three articles.)
(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. "CCC" refers to the combination of all three groups. I use the same Roman numeral for all three articles.)
Friday, July 5, 2013
The Industrial Sector Offers A Lot Of Value, Dividend Growth And Income - Seeking Alpha
The Industrial Sector Offers A Lot Of Value, Dividend Growth And Income - Seeking Alpha: Editors' Note: This article covers a micro-cap stock. Please be aware of the risks associated with these stocks.
Introduction to the Industrial Sector
The Industrial sector is primarily comprised of companies that produce goods used in construction and manufacturing. Some of the key subsectors include aerospace and defense, construction and engineering, building products and industrial conglomerates. For the most part, these are capital-intensive industries that often operate on low or even razor thin net margins. Consequently, profitability can be very erratic from one year to the next. Therefore, although there are exceptions, finding quality buy-and-hold dividend growth stocks in this sector is tricky.
Introduction to the Industrial Sector
The Industrial sector is primarily comprised of companies that produce goods used in construction and manufacturing. Some of the key subsectors include aerospace and defense, construction and engineering, building products and industrial conglomerates. For the most part, these are capital-intensive industries that often operate on low or even razor thin net margins. Consequently, profitability can be very erratic from one year to the next. Therefore, although there are exceptions, finding quality buy-and-hold dividend growth stocks in this sector is tricky.
Wednesday, July 3, 2013
Buffett On Berkshire's Dividend Policy - Seeking Alpha
Buffett On Berkshire's Dividend Policy - Seeking Alpha: In Berkshire Hathaway's (BRK.A) (BRK.B) most recent letter to shareholders, Warren Buffett gives perhaps his most complete explanation for BRK's zero-dividend policy. (See pp. 19-21.)
I am a dividend growth investor, so I do not own shares in BRK. However, I have tried to learn as much as I can about how Buffett invests, because he loves to purchase shares of dividend-paying companies. He has expressed his enjoyment of dividends numerous times. And BRK's wholly owned companies, of course, forward dividends to headquarters like clockwork. Indeed, the managers of those companies earn bonuses based on the cash that they send to Omaha.
I am a dividend growth investor, so I do not own shares in BRK. However, I have tried to learn as much as I can about how Buffett invests, because he loves to purchase shares of dividend-paying companies. He has expressed his enjoyment of dividends numerous times. And BRK's wholly owned companies, of course, forward dividends to headquarters like clockwork. Indeed, the managers of those companies earn bonuses based on the cash that they send to Omaha.
Tuesday, July 2, 2013
Beating Back Fear For Income Investors - Seeking Alpha
Beating Back Fear For Income Investors - Seeking Alpha: Whenever there is market volatility -- especially downward volatility -- certain kinds of articles spring up on Seeking Alpha and other sites like crabgrass in the summer. You know the kinds I mean. They have titles like "Buy And Hold Fails Again," or "What To Do About The Coming Crash," or "Market Downturn Is Inevitable; Time To Go To Cash?"
The common theme is fear. Fear of losing money as prices slide downward for who knows how long. Fear of giving up in just a few weeks or days the gains that it took several years to achieve. Fear of falling behind a benchmark and never catching up. Fear of underperforming your neighbor.
The common theme is fear. Fear of losing money as prices slide downward for who knows how long. Fear of giving up in just a few weeks or days the gains that it took several years to achieve. Fear of falling behind a benchmark and never catching up. Fear of underperforming your neighbor.
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