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Tuesday, November 29, 2022

The Highest Quality Dividend Achievers

The Dividend Achievers are companies that have increased their annual regular cash dividend payments for at least each of the last ten consecutive calendar or fiscal years. A trademarked property of the Nasdaq, the Dividend Achievers are tracked under license by several exchange-traded funds, including Invesco's PFM. 

In this article, I present the highest quality Dividend Achievers based on Quality Snapshots, an eloquent system developed by David Van Knapp for assessing the quality of dividend growth stocks. The system employs five quality indicators from independent sources and assigns 0-5 quality points to each quality indicator for a maximum score of 25 quality points.

I decided to use a variation of the original Quality Snapshots system to find the highest quality DG stocks among the Dividend Achievers. The variation uses Value Line's Price Stability instead of Value Line's Safety Rank.

Wednesday, November 23, 2022

Quarterly Review Of DivGro: Q3-2022

Welcome to the 39th quarterly review of DivGro, my portfolio of dividend growth stocks.

Quarterly reviews provide a summary of 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 $11,780 in dividend income, and I'm projecting dividend income of at least $11,930 per quarter going forward.

Tuesday, November 22, 2022

10 Dividend Growth Stocks For November 2022

Welcome to another edition of my monthly series of 10 Dividend Growth Stocks. In this series, I rank a selection of dividend growth stocks in Dividend Radar and present the ten top-ranked stocks for further research and possible investment. 

Last month, I experimented by replacing Value Line's Safety Rank in DVK Quality Snapshots with a ranking based on JUST Capital's Overall Rankings of America's largest publicly traded companies. In contrast to Value Line's coverage of 90%, JUST Capital provides rankings for only 50% of Dividend Radar stocks, which is insufficient for my purposes. 

This month, I'm back to using Value Line's Safety Rank in DVK Quality Snapshots

Monday, November 7, 2022

7 Dividend Growth Stocks For November 2022

After taking three months off, I'm resuming my monthly series, 7 Dividend Growth Stocks, on TheStreet.com

In this series, I present seven dividend growth stocks from Dividend Radar for further analysis and possible investment. Dividend Radar is a weekly automatically generated spreadsheet of dividend growth [DG] stocks with dividend increase streaks of five or more years.

Every month, I use different screens to find candidates. Using different screens highlights different aspects of dividend growth investing, such as value, yield, or growth. This month, I decided to use the top-ranked stocks in JUST Capital's 2022 Rankings of America's largest publicly traded companies as my primary screen.

Saturday, October 22, 2022

Monthly Review Of DivGro: September 2022

Welcome to the September review of DivGro, my portfolio of dividend growth stocks. My goal with these reviews is to share updates to my portfolio and to detail the dividends I received during the month. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In September, I added shares to one existing position, and ten DivGro stocks announced dividend increases in September. As a result, DivGro's PADI increased by about 1.1% in September. Year over year, PADI increased by 24.3%.

September is a quarter-ending month, which often produces significant dividend income totals and often new monthly records. While I received dividend income totaling $5,803 in September, it is not a new monthly record. The reason is that I received several large special dividends in January, and that monthly record of $6,023 still stands. 

Saturday, October 8, 2022

10 Dividend Growth Stocks For October 2022

After two months off, I'm back with another edition of my monthly series, 10 Dividend Growth Stocks. In this series, I rank a selection of dividend growth stocks in Dividend Radar and present the ten top-ranked stocks for further research and possible investment. 

I usually rank stocks using DVK Quality Snapshots, but I'm mixing things up a bit this month! I'm experimenting with other quality indicators to replace Value Line's Safety Rank. To learn why I'm looking for a replacement, read this article!

Saturday, September 17, 2022

Monthly Review Of DivGro: August 2022

Welcome to the August review of DivGro, my portfolio of dividend growth stocks. 

These reviews aim to provide a summary of dividends received and to detail buy and sell transactions. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

This month, I opened two new positions and added shares to four existing positions. Additionally, I closed one position and reduced my holdings in two positions. Three DivGro stocks announced dividend increases in August. The net result of these changes is that PADI increased by about 0.7% in August. Year over year, PADI increased by 31.5%.

Sunday, September 11, 2022

Quarterly Review Of DivGro: Q2-2022

I've been away visiting family in South Africa, so I haven't had a chance to post my Quarterly Review of DivGro for Q2-2022. Since Q3-2022 is almost over, I better get to it!
 
In my quarterly reviews, I summarize dividend income, dividend changes, and transactions executed in the past quarter. Also, I provide some charts showing various portfolio statistics. My quarterly reviews are mostly informational and help me track progress over time.

My portfolio generated about $10,780 of dividend income this quarter, and I'm projecting income from dividends of at least $11,420 per quarter going forward.

Saturday, September 10, 2022

Discussing Dividends on The Investing for Beginners Podcast

Recently, I chatted with Andrew Sather and Dave Ahern of The Investing for Beginners Podcast

Andrew and Dave have a stated goal of Simplifying the Language of Money so that you can navigate the market with confidence! 

In addition to the podcast, their website has many wonderful resources, including practical guides for learning about investing and the stock market.

I enjoyed the experience, and it was fun to talk with guys that also are passionate about dividend growth investing! 

Friday, September 2, 2022

DVK Quality Snapshots

David Van Knapp [DVK] presented a simple yet effective quality scoring system for dividend growth [DG] stocks in this article. I adopted the system in late 2019 as the primary way to assess the quality of DG stocks. 

The system employs five widely used quality indicators from independent sources and assigns 0-5 points to each quality indicator, for a maximum of 25 points. 

While there are other factors I consider when selecting stocks for possible investment, I love the simplicity of DVK Quality Snapshots. It does a remarkable job identifying high-quality stocks!

Friday, August 12, 2022

Upcoming Ex-Dividend Dates: July 15-28, 2022

In this weekly article series, we summarize upcoming ex-dividend dates in a quick reference table. Our watchlist is Dividend Radar, a spreadsheet containing stocks with dividend increase streaks of five years or more. 

To earn the next dividend, you should buy a stock before its ex-dividend date, which usually is one business day before the record date. Unfortunately, if you wait until the ex-dividend date or thereafter, you won't receive the next dividend payment! Instead, the seller will receive the next dividend.

The Highest Quality Dividend Growth Stocks In 2022

I adopted the DVK Quality Snapshots in 2019 after reading this article by David Van Knapp on high-quality, high-yield DG stocks. This simple yet elegant system provides a quick way to assess the quality of dividend growth [DG] stocks. It employs five widely used quality indicators from independent sources and assigns 0-5 points to each quality indicator, for a maximum of 25 points.

In this article, I deploy DVK Quality Snapshots to find the highest quality DG stocks in Dividend Radar, an automatically-generated spreadsheet of DG stocks (trading on US exchanges) with dividend increase streaks of at least five years. I'm using the same stringent screens that DVK used in this June 2020 article and that I used in my update in August 2021. 

Wednesday, August 3, 2022

Monthly Review Of DivGro: July 2022

Every month, I write a review of my portfolio of dividend growth stocks, DivGro. I provide a summary of transactions and dividends received in the past month. I also consider the impact on DivGro's projected annual dividend income (PADI).

In July, I executed several trades to consolidate positions, mainly to have like lots in the same accounts. DivGro is spread across five different accounts, and I wanted to hold each ticker in only one account rather than in multiple accounts. 

Eight DivGro stocks announced dividend increases in July. 

The net result of these changes is that PADI increased by about 2.3% in July. Year over year, PADI increased by 36.7%.

Saturday, July 30, 2022

Upcoming Ex-Dividend Dates: July 29-August 11, 2022

This article series compiles a list of upcoming ex-dividend dates of stocks in Dividend Radar, a spreadsheet containing stocks with dividend increase streaks of five years or more.

We provide a summary table that includes relevant data and key statistics as well as the next payout and pay date. Also, we highlight one of the stocks with an upcoming ex-dividend date, providing a quality assessment as well as performance, earnings, and valuation charts.

To earn the next dividend, be sure to buy a stock before its ex-dividend date, which usually is one business day before the record date. Unfortunately, if you wait until the ex-dividend date or thereafter, you won't receive the next dividend payment. Instead, the seller will receive the next dividend.

Monday, July 25, 2022

Why Texas Instruments Is A Buy For Dividend Growth Investors

I consider Texas Instruments (TXN) one of the best dividend growth stocks to own. 

The company pays a generous dividend yielding 2.76% at $164 per share and has a stellar track record of dividend growth and share buybacks. While I expect a lower dividend growth rate of 10-12% going forward, that rate still easily outpaces the current rate of inflation, especially when reinvesting dividends. 

Texas Instruments has a great management team focused on growing free cash flow as the primary driver of long-term value. The team is disciplined in allocating capital and is a top performer when measured by returns on invested capital. The company is well-positioned to benefit from a rapidly growing semiconductor industry, especially in the industrial and automotive markets in which the company leads with market share in analog and embedded systems.

Saturday, July 16, 2022

10 Dividend Growth Stocks For July 2022

Welcome to another edition of my monthly series of 10 Dividend Growth Stocks. In this series, I rank a selection of dividend growth stocks in Dividend Radar and present the ten top-ranked stocks for further research and possible investment. 

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

This month, I'm presenting discounted stocks with high 5-year dividend growth rates [DGRs] and high 5-year trailing total returns [TTRs]. Every stock trades at least 10% below my risk-adjusted Buy Below prices. 

Friday, July 15, 2022

Upcoming Ex-Dividend Dates: July 15-28, 2022

This article series compiles a list of upcoming ex-dividend dates of stocks in Dividend Radar, a spreadsheet containing stocks with dividend increase streaks of five years or more. 

To earn the next dividend, be sure to buy a stock before its ex-dividend date, which usually is one business day before the record date. 

Unfortunately, if you wait until the ex-dividend date or thereafter, you won't receive the next dividend payment! Instead, the seller will receive the next dividend.

Thursday, July 14, 2022

7 Dividend Growth Stocks For July 2022

In my monthly 7 Dividend Growth Stocks series, I present seven dividend growth stocks from Dividend Radar for further analysis and possible investment. 

I apply different screens every month to find a variety of candidates. For example, screening for stocks with higher yields will interest income investors, while screening for higher dividend growth rates will interest growth-oriented investors.

Last month, I picked the top dividend growth [DG] stock in each of the GICS sectors. I focused on DG stocks with safe dividends and strong income and growth prospects trading below my fair value estimates. For this article, I’m using the same screens, but I’m presenting the seven top-ranked stocks regardless of sector. 

Saturday, July 2, 2022

Monthly Review Of DivGro: June 2022

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. 

The goal of these monthly reviews is to share updates I've made to the portfolio and to provide a summary of dividends collected. I also look at how DivGro's projected annual dividend income (PADI) has changed.

In June, I added shares to three existing positions and eight DivGro stocks announced dividend increases. The net result of these changes is that PADI increased by about 1.1% in June. Year over year, PADI increased by 28.1%.

As for dividend income, in June I received dividends totaling $5,678 from 51 stocks in my portfolio, a year-over-year increase of 7%. So far in 2022, I've collected $24,267 in dividends, or about 56% of my 2022 goal of $43,200.

Thursday, June 30, 2022

Upcoming Ex-Dividend Dates: July 1-14, 2022

This article series compiles a list of upcoming ex-dividend dates of stocks in Dividend Radar, a spreadsheet containing stocks with dividend increase streaks of five years or more.

We provide a summary table that includes relevant data and key statistics as well as the next payout and pay date. Also, we highlight one of the stocks with an upcoming ex-dividend date, providing a quality assessment as well as performance, earnings, and valuation charts.

To earn the next dividend, be sure to buy a stock before its ex-dividend date, which usually is one business day before the record date. Unfortunately, if you wait until the ex-dividend date or thereafter, you won't receive the next dividend payment. Instead, the seller will receive the next dividend.

Monday, June 27, 2022

My Top Dividend Growth Pick In Each GICS Sector

The article presents my top dividend growth pick in each of the GICS sectors. I provide quality indicators, key metrics, and my risk-adjusted Buy Below prices for each stock. 

For this article, I focused on dividend growth stocks in Dividend Radar, a weekly automatically generated spreadsheet from Portfolio Insight listing stocks with dividend streaks of five or more years. 

Each stock is discounted to my fair value estimate and offers strong income and growth prospects. Moreover, the stocks I picked have Very Safe or Safe dividends according to Simply Safe Dividends.

Sunday, June 26, 2022

Dividend Increases: June 18-24, 2022

Welcome to another article in my series covering announcements of dividend increases and dividend cuts or suspensions. I monitor stocks in Dividend Radar, a weekly automatically generated spreadsheet from Portfolio Insight listing stocks with dividend streaks of five or more years. 

This past week, six companies in Dividend Radar declared dividend increases and there were no dividend cuts or suspensions.

I use Portfolio Insight to manage my DivGro portfolio. The app now provides blended fair value estimates, so it helps me decide when to buy dividend growth stocks. 

Readers can get a one-time 20% discount on an annual subscription if they sign up through my affiliate link.

Friday, June 24, 2022

Upcoming Ex-Dividend Dates: June 24-July 7, 2022

In this article series, we summarize upcoming ex-dividend dates for stocks in Dividend Radar, a weekly automatically generated spreadsheet of dividend growth stocks with dividend increase streaks of at least five years. 

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.

Tuesday, June 21, 2022

3 High Yielding Dividend Growth Stocks With Upside Potential

The Dividend Achievers are companies that have increased their dividends for ten or more consecutive years. 

In this article, I highlight three Dividend Achievers with upside potential and forward yield above 5%.

Of the 373 Dividend Achievers I considered, only 23 have forward yields of at least 5%. I used Portfolio Insight's screening feature to find stocks with 1-year upsides of at least 10% and identified three candidates matching my criteria. 

Monday, June 20, 2022

Dividend Increases: June 11-17, 2022

We monitor dividend changes of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing 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, five companies in Dividend Radar decided to increase their dividends, including one of my DivGro holdings. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.