Thursday, June 22, 2017

Recent Sell: STAG Industrial


In my monthly Pulse articles, I rank all the stocks in DivGro, my portfolio of dividend growth stocks. I use an elaborate system to ranks stocks, using fundamental data from the CCC list and sources like Morningstar, finbox.io, Simply Wall St, and F.A.S.T. Graphs.

For several months now, STAG Industrial (STAG) was ranked at the bottom of all the stocks in my portfolio. The REIT earned only one star in my 7-star rating system. 

On the other hand, STAG has been a great performer for DivGro. It yields 5% and pays monthly dividends, which are two reasons to like the STAG!

So why did I sell all my STAG shares?

Tuesday, June 20, 2017

10 Dividend Increases: June 5-16, 2017


Companies that regularly raise dividends show confidence in the potential growth of future earnings.

Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis.

Recently, ten companies on my watch list decided to increase their dividends, including three of my DivGro holdings.

Sunday, June 18, 2017

DivGro Pulse: June 2017

Welcome to another Pulse article! The goal of my monthly Pulse articles is to monitor the health of DivGro, my portfolio of dividend growth stocks. These articles are strategy focused and help me to identify undervalued stocks suitable for further investment. I also want to identify underperforming stocks, which should be monitored carefully. If a stock underperforms for a prolonged period of time, it should be removed from my portfolio.

Because of how I schedule my other monthly articles, I like to publish my pulse articles mid-month. Updating the fair values of every stock in DivGro takes several hours to complete, as I perform a multi-stage Dividend Discount Model analysis, a Gordon Growth Model analysis, and an analysis of dividend safety. I also consider fair value estimates and price targets available elsewhere, such as those from Morningstarfinbox.io, and S&P Capital IQ.

I hope you find my pulse articles worth the read!

Thursday, June 15, 2017

Top Holdings of Dividend ETFs (June 2017 Edition)

In December last year, I presented the Top Holdings of Dividend ETFs, a virtual portfolio of dividend growth stocks compiled from 27 ETFs (exchange-traded funds) that invest in dividend-paying stocks. By analyzing the top 25 holdings in each ETF and assigning weights proportional to the size of each holding, it is possible to rank them and so find the top holdings of all these dividend ETFs.

This article presents an updated list for June 2017 compiled from 28 dividend ETFs. I present the top 50 holdings along with key statistics and fair value estimates from Morningstar.

Saturday, June 10, 2017

Monthly Review: May 2017


Welcome to monthly review number 53 of DivGro, my portfolio of dividend growth stocks!

After last month's disappointing total, I'm happy to say that I added dividend income totaling $1,278 in May.

This amount includes $460 in past dividends and $818 in new dividends. Past dividends are from a stock in one of my wife's IRA's, which I'm now managing as part of DivGro.

Friday, June 9, 2017

10 Dividend Growth Stocks For June 2017


As a dividend growth investor, I love David Fish's CCC list of dividend growth stocks trading on U.S exchanges. Updated every month, the CCC list it contains more than 800 stocks trading with at least five consecutive years of higher dividend payments. The accompanying spreadsheet provides key statistics of the CCC stocks.

In my monthly 10 Dividend Growth Stock series, I identify 10 CCC stocks worthy of further research. To create the list, I trim the CCC list using various screens. I rank the trimmed list and assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis.

Tuesday, June 6, 2017

4 Dividend Increases: May 29-June 2, 2017


Companies that regularly raise dividends show confidence in the potential growth of future earnings.

Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis.
In the past week, 4 companies on my watch list announced dividend increases.

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