Saturday, April 28, 2012

29 Overdue Dividend Increases: Are These Streaks In Doubt? - Seeking Alpha

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.

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.

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.

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

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

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

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.