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Monday, September 20, 2021

Dividend Increases: September 11-17, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. 

The spreadsheet provides key data of stocks with dividend streaks of five years or more. The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

This past week, thirteen companies in Dividend Radar announced dividend increases, including five of the stocks I hold in my portfolio. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

Sunday, September 19, 2021

Upcoming Ex-Dividend Dates: September 21-October 4, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

I co-produce this series with James Marino Sr. of Portfolio Insight and we cover ex-dividend dates for the next two weeks.

Thursday, September 16, 2021

Top Holdings Of Dividend ETFs (Part 2c: The Top Sensitive Sector Stocks)

Because the top holdings of Dividend ETFs are not distributed evenly among the eleven GICS sectors, I decided to delve a little deeper and reveal the seven top-ranked stocks in each of the 11 GICS sectors. 

Rather than presenting all 77 stocks in a single article, I decided to organize the results by supersectorPart 2a covered the top Defensive Sector stocks and Part 2b the top Cyclical Sector stocks.

This article covering the top Sensitive Sector stocks: Communication Services, Energy, Industrials, and Information Technology. 

Wednesday, September 15, 2021

7 Best Materials Sector Dividend Stocks

One way to diversify your portfolio is to invest in different sectors. This article series is intended to help investors identify high-quality stocks in each GICS sector.

To assess the quality of dividend growth stocks, I use DVK Quality Snapshots to assign quality scores. The system employs five quality indicators and assigns 0-5 points to each quality indicator, for a maximum of 25 points. To rank stocks, I sort them by descending quality scores and using tie-breaking metrics where necessary. 

My watch list for dividend growth stocks is Dividend Radar, a free resource for dividend growth investors. Dividend Radar maintains a list of stocks trading on U.S. Exchanges with a streak of at least five years of higher annual dividend payouts. Dividend Radar is updated and published every Friday and is available for download here

This article presents the seven top-ranked dividend growth stocks in the Materials sector.

Tuesday, September 14, 2021

10 Dividend Growth Stocks For September 2021

In my monthly series of 10 Dividend Growth Stocks, I rank a selection of dividend growth stocks in Dividend Radar and present the ten top-ranked stocks for consideration. 

To rank stocks, I use DVK Quality Snapshots to determine quality scores and sort those in descending order, breaking ties with additional metrics.

This month,
 I screened for high-yielding, discounted stocks with safe dividends. All ten stocks yield at least 4%, trade below my fair value estimates, and have dividends deemed Very Safe or Safe by Simply Safe Dividends. 

Monday, September 13, 2021

3 Dividend Kings With Favorable Valuations

The Dividend Kings are companies that have increased their annual dividend payouts for at least 50 consecutive years. This is a remarkable achievement over a time frame that included economic recessions, market crashes, technological revolutions, and shifting consumer tastes. 

Dividend Radar is my watch list of dividend growth stocks. Updated and published weekly, Dividend Radar is an automatically generated spreadsheet listing stocks with five years or more dividend streaks. The latest edition (September 3, 2021) contains 752 dividend growth stocks and only 34 are Dividend Kings.

As a dividend growth investor, I look to invest in high-quality and safe dividend growth stocks trading at reasonable valuations. This article presents five stock selection criteria I usually consider before buying dividend growth stocks for my DivGro portfolio and three Dividend Kings that meet those criteria.

Upcoming Ex-Dividend Dates: September 14-27, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

I co-produce this series with James Marino Sr. of Portfolio Insight and we cover ex-dividend dates for the next two weeks.

Sunday, September 12, 2021

Dividend Increases: August 28-September 10, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. 

The spreadsheet provides key data of stocks with dividend streaks of five years or more. The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

In the past two weeks, six companies in Dividend Radar announced dividend increases. There were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

Saturday, September 11, 2021

Home Run Number 38

I announced my last Home Run in late July. In that article, I mentioned that The Home Depot, Inc (HD) was the closest to achieving home run status, with total returns of 90% (or 35% on an annualized basis). 

Today, I'm announcing my 38th Home Run but it is not HD that doubled my original outlay in total returns! Another stock beat HD to the punch!

As a dividend growth investor, I have a reasonable expectation that the majority of the stocks in my portfolio will someday reach home run status. Dividend growth investing is a long term strategy, and the longer I'm invested in a stock, the higher is the likelihood that it will double my original capital outlay!

Thursday, September 9, 2021

Upcoming Ex-Dividend Dates: September 7-20, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

We cover ex-dividend dates for the next two weeks.

Sunday, September 5, 2021

Monthly Review Of DivGro: August 2021

Once a month, I review my portfolio of dividend growth stocks, DivGro. These reviews aim to provide a summary of dividends received, and detail buy and sell transactions. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In August, I opened two new positions and added shares to three existing positions. Five DivGro stocks announced dividend increases in August. The net result of these changes is that PADI increased by about 4.7% in August. Year over year, PADI increased by 11.5%.

As for dividend income, in August, I received dividends totaling $2,116 from 25 stocks in my portfolio, a year-over-year increase of 26%. So far in 2021, I've collected $23,130 in dividends or about 67% of my 2021 goal of $34,500.

Saturday, September 4, 2021

Options Update: August 2021

After July's fiasco, I'm happy to say I made some money from options trading in August!

I've given up on achieving my options income goal for 2021. Instead, I'll take things easy in the remaining months of this year and set a more modest goal for 2022. 

In this month's update, I'll cover expirations and trades that generated new options income. I'll also report on a few options I'd closed early. As usual, the article provides my options income tally, as well as a summary of options that will expire in the next two months. 

Friday, September 3, 2021

7 Best Information Technology Sector Dividend Stocks

In this article series, I reveal the top-ranked dividend growth stocks in each GICS sector.

My watchlist of dividend growth stocks in Dividend Radar, a list of stocks trading on U.S. Exchanges with increasing annual dividend payouts for five or more consecutive years. We update and publish Dividend Radar every Friday. The latest edition (dated August 27, 2021) contains 754 stocks, 56 of which are in the Information Technology sector. 

To rank stocks, I sort them in descending order by quality scores, as determined by DVK Quality Snapshots. When two stocks have the same quality score, I use tie-breaking metrics to rank one stock higher than the other. 

This article presents the seven top-ranked dividend growth stocks in the Information Technology sector.

Thursday, September 2, 2021

7 Dividend Growth Stocks For September 2021

Welcome to another edition of my monthly series in which I pick seven high-quality dividend growth stocks for further analysis and possible investment. My watch list for selections is Dividend Radar, a list of dividend growth [DG] stocks trading on U.S. exchanges with dividend increase streaks of at least five years.

Each month, I apply different screens to narrow down the more than 750 Dividend Radar stocks. Changing the screens from month to month serves to highlight different aspects of DG investing. For example, income investors prefer higher-yielding stocks, value investors tend to look for deep discounts, and growth-oriented investors favor higher dividend growth rates.

This month, I ranked high-quality Dividend Radar stocks with Safe or Very Safe dividends that are reasonably valued and have attractive total return prospects over the next five years.

Tuesday, August 31, 2021

Top Holdings Of Dividend ETFs (Part 2b: The Top Cyclical Sector Stocks)

Continuing my article series on the top holdings of Dividend ETFs, in this article I'll be covering the top Cyclical Sector stocks. 

I decided to split Part 2 into three articles, one for each of the so-called supersectors, a way to categorize GICS sectors based on how they tend to perform during different phases of the business cycle. Part 2a covered the top Defensive Sector stocks and Part 2c will cover the top Sensitive Sector stocks. In each article, I'll provide key metrics and fair value estimates for the top seven stocks in each GICS sector in those supersectors. 

Monday, August 30, 2021

Dividend Increases: August 21-27, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. The spreadsheet provides key data of stocks with dividend streaks of five years or more. 

Last week, eleven companies in Dividend Radar decided to increase their dividends, including one of the stocks I hold in my portfolio. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

As a dividend growth investor, my objective is to identify high-quality dividend growth [DG] stocks trading at reasonable valuations. That's a tough task, though, as high-quality DG stocks rarely are discounted. We highlight one of the high-quality stocks on the list!

Upcoming Ex-Dividend Dates: August 31-September 13, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

We cover ex-dividend dates for the next two weeks.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. To receive the next dividend, be sure to buy a stock before its ex-dividend date! If you buy the stock on or after the ex-dividend date, the seller will receive the next dividend.

Sunday, August 29, 2021

Monthly Review Of DivGro: July 2021

Every month, I review my portfolio of dividend growth stocks, DivGro. My goal is to share updates and provide a summary of the dividends I collected. I also monitor DivGro's projected annual dividend income (PADI) and its monthly counterpart, PMDI. 

In July, I opened two new positions and added shares to five existing positions. Additionally, I closed five positions and reduced my holdings in six existing positions. Four DivGro stocks announced dividend increases in July. The net result of these changes is that PADI decreased by about 4.1% in July. Year over year, PADI increased by 8.5%.

As for dividend income, in July I received dividends totaling $2,597 from 27 stocks in my portfolio, a year over year increase of 46%. So far in 2021, I've collected $21,014 in dividends or about 61% of my 2021 goal of $34,500.

Thursday, August 26, 2021

Options Update: July 2021

Updating readers on my options trading activity has been a challenge this Summer. In fact, I haven't reported July's actions and it is almost time to do the same for August! Work has occupied much of my time, and some challenging times for our family have made things worse. 

June turned out to be a great month for options trading with $5,731 added to my options income tally. That raised my year-to-date options income to $10,908. 

Unfortunately, July's numbers are very poor, as I decided to buy back three deep-in-the-money, covered calls. This article explains the reasons and also the Lesson Learned... don't write covered calls on growth stocks you really want to keep! 

Tuesday, August 24, 2021

20% Discount on Portfolio Insight!

This is a quick update on my announcement that I joined Portfolio Insight

After more than a year of fruitful collaboration and rolling out Dividend Radar as a free resource for Dividend Growth Investors, I’ve joined forces with Jim Marino Sr and Jim Marino Jr as Portfolio Insight's Product Strategist. 

I'm providing an affiliate link for a 20% discount subscription to Portfolio Insight — see below!

Dividend Increases: August 14-20, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. 

The spreadsheet provides key data of stocks with dividend streaks of five years or more. The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

In the last week, four companies in Dividend Radar announced dividend increases. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

Monday, August 23, 2021

7 Best Industrials Sector Dividend Stocks

In this article series, I present the top-ranked dividend growth stocks in each GICS sector. Sector diversification is one way to mitigate portfolio risk, as some sectors perform better than others in different economic conditions.

To rank stocks, I sort them in descending order by quality scores, as determined by DVK Quality Snapshots. When two stocks have the same quality score, I use tie-breaking metrics to rank one stock higher than the other. 

My watch list for dividend growth stocks is Dividend Radar, a list of stocks trading on U.S. Exchanges with dividend increase streaks of five or more years. Dividend Radar is updated and published every Friday and is available for download here. The latest edition (dated August 20, 2021) contains 755 stocks, 118 of which are in the Industrials sector. 

This article presents the seven top-ranked dividend growth stocks in the Industrials sector.

Sunday, August 22, 2021

Upcoming Ex-Dividend Dates: August 24-6 September, 2021

This article series provides a summary of ex-dividend dates for the next two weeks. We cover dividend growth stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. To receive the next dividend, be sure to buy a stock before its ex-dividend date! If you buy the stock on or after the ex-dividend date, the seller will receive the next dividend.

Friday, August 20, 2021

7 Discounted Utilities With Generous Dividends

 As a dividend growth investor, I look for high-quality dividend growth stocks trading at reasonable valuations. Dividend safety is an important consideration, and I prefer to invest in stocks that have a good chance of delivering solid total returns (dividends plus price appreciation).

Utilities operate in a regulated environment and often as legal monopolies, so they have predictable and stable earnings. This allows some Utilities to pay generous dividends and to increase their dividend payouts over time.

The Chowder Number and 5-year Yield on Cost are measures of a stock’s future total return and dividend income prospects.

Wednesday, August 18, 2021

Quarterly Review Of DivGro: Q2-2021

Welcome to the 34th quarterly review of DivGro, my portfolio of DivGro, my portfolio of dividend growth stocks! 

In quarterly reviews, I summarize dividend income, dividend changes, and transactions executed in the past quarter. I also provide some charts showing various portfolio statistics. These reviews are mostly informational and help me to track progress over time.

This quarter, DivGro generated more than $9,530 in dividend income. I'm projecting dividend income of at least $8,830 per quarter going forward. So far this year, I've collected $18,417 in dividend income, or about 53% of my 2021 goal of $34,500.