Tuesday, December 12, 2017

24 Dividend Increases: December 4-8, 2017 (Part 1: Financials and REITs)


Companies can only increase their dividends regularly if earnings grow sufficiently. I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis.
  • Last week, 24 companies on my watch list decided to increase their dividends. Part 1 covers the Financials and Real Estate sectors. Part 2 will cover the non-Financials.
None of the stocks I cover in Part 1 announced a double-digit percentage increases. However, it still is worth looking at the list to see if any candidates seems worth analyzing.

Tuesday, December 5, 2017

8 Dividend Increases: November 27-December 1, 2017


Companies that regularly raise their dividends show confidence in the potential growth of future earnings. I monitor dividend increase announces to help me identify dividend growth stocks for further analysis.

In the past week, eight companies on my watch list announced dividend increases, including one of the stocks I own. 

Only one stock announced a double-digit percentage increase this time.

Monday, December 4, 2017

Recent Additions To Existing Positions

In November's DivGro Pulse article, I identified a few existing DivGro positions that I wanted to increase. The number one-ranked stock in my portfolio is CVS Health (CVS), which traded at a discount of 20% to my fair value estimate. CVS also is the top-ranked stock in November's 10 Dividend Growth Stocks to consider.

After closing my Pfizer (PFE) position and anticipating some tax-harvesting sells, I wanted to boost DivGro's projected annual dividend income (PADI) a bit. So, in addition to adding shares to my existing CVS position, I also added shares to high-yielding Omega Healthcare Investors (OHI). It probably is a risky move, as OHI is now yielding nearly 10% and concerns about the impact of problems with one of its tenants linger. The REIT reported worse-than-expected third quarter earnings at the end of October which resulted in a steep drop in the share price.

Sunday, December 3, 2017

Recent Sells To Harvest Tax Losses

Tax-loss harvesting is a strategy to offset capital gains and so limit your tax liability. Usually, it is done by intentionally selling a losing position to offset capital gains.

So far in 2017, I've earned about $8,600 in capital gains from stocks sold and an additional $8,400 in options income. More than half of these gains are short-term gains.

Having achieved my dividend income goals for 2017, I think it is wise to take some action and limit my tax liability. This article reports on two recent sells executed with tax-loss harvesting in mind.

Tuesday, November 28, 2017

5 Dividend Increases: November 20-24, 2017


I like monitoring dividend increases for stocks on my watch list because I consider such stocks to be candidates for further analysis. Companies that regularly raise dividends show confidence in the potential growth of future earnings.

In the last week, 5 companies on my watch list announced dividend increases, including one of the stocks I own.

Only one stock announced a double-digit percentage increase, and it happens to be the stock I own!

Sunday, November 26, 2017

Top Holdings Of Dividend ETFs (November 2017 Edition)


In December last year, I presented the Top Holdings of Dividend ETFs, a virtual portfolio of dividend growth stocks compiled from 27 exchange-traded funds (ETFs) that invest in dividend-paying stocks. In June 2017, I presented an update based on 28 Dividend ETFs. This article repeats the exercise, this time with 32 Dividend ETFs. I present the top 50 holdings along with key statistics and fair value estimates from Morningstar.

To compile the virtual portfolio, I analyze the top 25 holdings in each ETF and assign scores proportional to the size of each holding. Summing the scores of individual holdings allow me to rank them by popularity, and so to find the top holdings of these dividend ETFs.

Wednesday, November 22, 2017

Recent Sell: Pfizer

On 8 November, the December $34 covered call options I sold against my Pfizer (PFE) shares got exercised early.

While my brokerage gave me the opportunity to retain my shares and to cover the exercised options by buying substitute shares, I decided instead to let my shares go. In doing so, I will forego the PFE's December dividend. Selling my shares removed $384 from DivGro's projected annual dividend income (PADI), which now stands at $16,373.

This article presents a summary of my PFE trades and a final profit/loss analysis. Moreover, I explain my reasons for closing the PFE position.

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