Tuesday, July 14, 2020

Dividend Changes: July 4-10, 2020


This weekly article series covers dividend changes, including dividend increases and dividend cuts or suspensions.

A summary table provides relevant data and key statistics of dividend increases.

We include a table of ex-dividend dates for the next two weeks and we highlight an interesting candidate.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Sunday, July 12, 2020

Monthly Review Of DivGro: June 2020

Once a month, I review my portfolio of dividend growth [DG] stocks, DivGro. I present details of any buys or sells, and I provide a summary of dividends collected. Additionally, I look at how the month's activities have impacted DivGro's projected annual dividend income (PADI).

In June, I opened one new position and added shares to eight existing positions. Five DivGro stocks announced dividend increases in June, but I also suffered a dividend cut. The net result of these changes is that PADI increased by about 6.0% in June. Year over year, PADI increased by about 27%.

As for dividend income, in June I received dividends totaling $4,000 from 46 stocks in my portfolio, a year over year increase of 13%. So far in 2020, I've collected $14,112 in dividends or about 52% of my 2020 goal of $27,000.

Tuesday, July 7, 2020

Dividend Changes: June 27-27, 2020

This article series provides a weekly summary of dividend changes, including dividend increases and dividend cuts or suspensions.

We include a summary table that provides relevant data and key statistics of dividend increases. We also include a table of ex-dividend dates for the next two weeks and highlight an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Sunday, July 5, 2020

Spotlight on James Marino Jr of Portfolio Insight

I now use Dividend Radar as my main watchlist of dividend growth stocks. A weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more, Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

I'm collaborating with James Marino Sr and James Marino Jr of Portfolio Insight to produce and maintain Dividend Radar, a free resource for dividend growth investors!

A few weeks ago, I published a spotlight article on James Marino Sr. In this article, I'm shining the spotlight on James Marino Jr. We both have backgrounds in computer programming but, as you will learn from the article, Jim Jr took a very different route than I did... and while I no longer write programs for a living, I enjoy chatting with Jim Jr about what he does for a living!

Friday, July 3, 2020

The Top-Ranked Dividend Growth Stocks In The Health Care Sector

Continuing with my new series of ranking dividend growth stocks in each of the GICS sectors, this article takes a look at the Health Care Sector. To rank dividend growth stocks, I sort them by decreasing quality scores as determined by DVK Quality Snapshots. Then I provide quality indicators, key metrics, and fair value estimates for the top-10 ranked dividend growth stocks in the Health Care sector.

This article series stems from a suggestion by a reader, who commented on an article I wrote that presented the three top-ranked dividend growth stocks in each of the GICS sectors. I previously covered the Industrials and Consumer Staples sectors.

Tuesday, June 30, 2020

Dividend Changes: June 20-26, 2020

In this article series, we provide a weekly summary of dividend increases, suspensions, and cuts. A summary table provides relevant data and key statistics for dividend increases.

We also include a table of ex-dividend dates for the next two weeks and we highlight an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Monday, June 29, 2020

10 Dividend Growth Stocks For June 2020

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

To rank stocks, I use DVK Quality Snapshots to obtain quality scores and break ties by considering additional metrics.

This month, I'm presenting stocks yielding at least 3% that are trading below fair value.

Thursday, June 25, 2020

Top Holdings Of Dividend ETFs (Part 3: Hidden Gems In June 2020)

Part 1 of this article presented the top 50 holdings of 47 dividend-paying ETFs, ranked by using a proportional scoring system that favors larger investments and larger ETFs. Part 2 presented the top 7 stocks in each GICS sector, providing investors who want to diversify their portfolio with potential candidates to consider.

In Part 3, I'm showcasing high-quality stocks not ranked in the top 50. These are hidden gems that contrarian investors may find interesting, who seek investment opportunities outside the prevailing sentiment of the time.

Tuesday, June 23, 2020

Dividend Changes: June 13-19, 2020

This weekly article series covers dividend changes. A summary table provides relevant data and key statistics of dividend increases.
The article includes a section listing dividend cuts and suspensions. It also includes a table of ex-dividend dates for the next two weeks and highlights an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Saturday, June 20, 2020

Expired Options (June 2020)

After options expiration day, I like to post an article to summarize expirations and any actions I took prior to the expiration day. I also like to present potential replacement trades for the expired options.

I had several options that expired on Friday, 19 June. Most were deep out of the money, meaning I didn't really need to take any protective actions to avoid assignment.

As usual, I'll report on my other options trades in an upcoming article.

Top Holdings Of Dividend ETFs (Part 2: The Top 7 By Sector In June 2020)

In Part 1 of this article, I presented the top 50 holdings of dividend ETFs, ranked by using a proportional scoring system that favors larger investments and larger ETFs.

The top-ranked stock in June 2020 is Apple (AAPL), followed by Microsoft (MSFT) and Verizon Communications (VZ).

The top holdings are not distributed evenly among the 11 GICS sectors. For example, the Information Technology sector has 11 representatives in the top 50 holdings, whereas the Materials sector has none. For investors looking to build a diversified portfolio, an uneven distribution is not very helpful. That's why I'm showcasing the top seven stocks in each GICS sector in Part 2 of this article, regardless of ranking.

Tuesday, June 16, 2020

Top Holdings Of Dividend ETFs (Part 1: The Top 50 In June 2020)

Compiling a list of the top holdings of Dividend ETFs is insightful. It helps me to identify candidates for further analysis and possible investment.

When I compare my portfolio to the top holdings of Dividend ETFs, I first notice stocks I don't (yet) own. Perhaps I've considered them before and decided not to invest at the time, or perhaps I've never even taken a detailed look. Invariably, I ask the question: if these stocks are so popular, why don't I own them?

The compilation is interesting in another way, too. The top holdings are not distributed evenly among the 11 GICS sectors. For example, the Information Technology sector has 11 representatives in the top 50 holdings, whereas the Materials sector has none. For investors looking to build a diversified portfolio, an uneven distribution is not very helpful. That's why I'll present the top 7 stocks in each GICS sector in Part 2 of this article, regardless of ranking.

In Part 3, I'll showcase high-quality stocks not covered in Part 1 and Part 2 of this article. I consider such stocks to be hidden gems. They may be of interest to contrarian investors who seek investment opportunities outside the prevailing sentiment of the time.

Monday, June 15, 2020

Dividend Changes: June 6-12, 2020

This article series provides a weekly summary of dividend changes. We provide a summary table of relevant data and key statistics of dividend increases and list dividend cuts and suspensions.

We also provide a table of ex-dividend dates for the next two weeks and highlight an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Saturday, June 13, 2020

Options Update: May 2020

Welcome to another edition of Options Update, a monthly article series in which I summarize options trades and keep track of DivGro's options income.

My options activity has quieted down significantly since the Covid-19 pandemic struck, and May was no exception. It is not that there are fewer opportunities; rather, I've been working from home and consumed with other activities that have kept me away from my usual routine. We'll see how it goes in the next month or so!

I've dug myself into a hole and it remains highly unlikely that I will achieve my 2020 goal of collecting at least $24,000 in options income.

Thursday, June 11, 2020

Home Run Number 20

Ten months ago I celebrated my 19th home run, a designation I give to stocks in my portfolio that crosses the 100% mark in total returns.

My last home run was Xcel Energy (XEL), a Dividend Contender with a streak of 17 consecutive years of higher dividend payments.

Given the current market conditions, it is perhaps surprising to report a new home run stock. But the stock that doubled my initial investment is one that has done particularly well and even strengthened its position during the pandemic.

This article presents my 20th home run stock, a list of previous home runs, and shortlist of home run contenders.

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