DivGro is now DivGro 2.0!

DivGro moved to another platform and is now DivGro 2.0!

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Watch List

Last updated: 22 November 2016

This page list tickers of candidate dividend growth stocks, organized by sector. Currently, I have 398 stocks in my watch list. Tickers of stocks I own in DivGro are presented like  THIS  and link to the latest Recent Buy post.

 1. Consumer Discretionary (47) 
AVY BBY BGS BOBE CBRL CHS COLM CORE  DIS  EAT ETH  F  FUN GNTX GPC  GPS  HAS HI HOG ISCA
JCI JW-A KSS LB LOW  MCD  MDP MGA  NKE  OMC PAG PII RCL SBGI SBUX SCS SIX  TGT  TIF TJX TRI
UFS VFC WEN WSM WYN YUM

 2. Consumer Staples (32) 
ADM ANDE BF-B BG CHD CL CLX COST DPS FLO GIS HRL HSY K  KMB   KO  KR LANC MKC  MO  NUS
PDCO PEP  PG  PM  RAI  SJM SYY UVV VGR  WBA   WMT 

 3. Energy (25) 
BPL CVX ENB ENLC EPD EQM GEL GMLP HEP  HP  MMP OKE OXY SE SEP SEP SXL TCP TLLP TLP TRGP
TSO  VLO  WES  XOM 

 4. Financials (89) 
AEL AFG  AFL  AFSI AIZ AJG AMP AMTD AWH AXP AXS BANF BBT BEN BLK BMTC BOKF BRO  CB 
CBU CFNL CFR CHCO CINF CMA CNS COLB CTBI DFS EMCI ERIE EV EVR FAF FFG FFIN FIBK FLIC
HBAN HFWA HMN IBOC INDB IPCC ISBC IVZ JPM KEY KW LAZ LNC LTXB  MAIN  MCY MHLD MMC
NATL NDAQ NTRS NWBI OZRK PAYX PB PBCT PFG PFS PNC  PNNT  PRU RBCAA RECN SASR SBSI STI
STT THG TMP  TROW   TRV  UBSH UBSI UNM USB WAFD WASH WBS WDR  WFC  WSBC 

 5. Health Care (13) 
 ABBV  ABC ATRI BDX CAH  GILD   JNJ  MRK NHC OMI  PFE  STE STJ

 6. Industrials (53) 
AIT AVX BA BRC CAT CHRW CLC  CMI  CNI CSL CSX CTAS DCI DOV EMR ETN FAST  GD  GGG GK GRC
GWW HCSG HON HUBB IR ITW LECO LLL  LMT  LNN MAN MGRC MIC  MMM  MSA MSM NDSN  NOC 
PNR R RBA RHI ROK RSG  RTN  SSW SWK TNC  UNP   UPS  UTX WM

 7. Information Technology (25) 
 AAPL  ACN ADI ADP BMI CASS  CSCO  FDS GLW GRMN HPQ HRS  IBM   INTC  JNS KLAC LLTC LM
MCHP  MSFT  MXIM  QCOM  TEL TXN XLNX

 8. Materials (27) 
ALB APD ATR  BBL  CMP DOW EMN FUL IFF IP LYB MON NP PKG PX RGLD RPM RS SCL SHW SMG SON
SUN SXT VAL WLK WRK 

 9. Real Estate Investment Trusts (35) 
ARE CHSP CLDT CLNY CPT DDR DFT DLR EDR EPR EXR GGP HCN HCP IRM KIM LHO LTC LXP NHI
NNN  O   OHI  PSA ROIC SBRA SKT SPG  STAG  TRNO UBA UHT VTR WPC WRI

 10. Telecommunication Services (5) 
ATNI BT  NTT   T   VZ 

 11. Utilities (46) 
AEP ALE APU ATO AVA AWK AWR BIP BKH CMS CNP CPK CTWS  D  DTE DUK ED EE  ES  GXP IDA LNT
MDU MGEE MSEX NEE NFG NJR NWE NWN OGE PNM POR PPL SCG SJI SO SRE SWX UGI VVC WEC WGL
WR WTR XEL

 12. Closed-End Funds (3) 
 EXG   NEA   NIE  

Compiling the Watch List


My watch list is a subset of Dave Fish's CCC stocks (Champions, Contenders, and Challengers) and a few non-CCC holdings in DivGro. I use the following screens on the CCC list:
  1. Market Cap ≥ $500 million
  2. No stocks that are being acquired, or over-the-counter (OTC) or pink sheet stocks
  3. Dividend Yield ≥ 2% for Challengers
  4. Dividend Yield ≥ 1% for Contenders and Champions
I remove stocks from my watch list if they are removed from the CCC list. The only exception is for stocks I own, which I keep in the watch list until I decide to sell them. 


Current Targets


My watch list is dynamic and, therefore, my sector distribution also is dynamic. I simply target a proportional distribution for DivGro. As the watch list distribution changes, so do the sector targets for DivGro. The following table presents my current sector targets and the actions needed to match my watch list's sector distribution:

SectorCount%HoldingsActionTarget
Consumer Discretionary47 11.8 6 no action 6
Consumer Staples32 8.0 7 remove  3 4
Energy25 6.3 3 no action 3
Financials89 22.4 7 add  4 11
Health Care13 3.3 4 remove  2 2
Industrials53 13.3 8 remove  2 6
Information Technology25 6.3 6 remove  3 3
Materials27 6.8 1 add  2 3
Real Estate Investment Trusts35 8.8 3 add  1 4
Telecommunication Services3 0.8 1 add  1 2
Utilities46 11.6 2 add  4 6
Closed-End Funds3 0.8 3 remove  1 2
TOTALS:398 100.0 5152

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