Friday, December 14, 2018

28 Dividend Increases: December 3-7, 2018 (Part 3: Remaining Sectors)

One way to identify dividend growth stocks for further analysis is to monitor dividend increases. Companies can only increase their dividends regularly and sustainably if they grow earnings sufficiently.

Last week, 28 companies declared dividend increases, including 2 of my DivGro holdings. I already covered dividend increases of stocks in the Real Estate, Health Care, and Industrial sectors. Today I'm covering dividend increases of stocks in the remaining sectors.

In this list of the 11 stocks, no fewer than six stocks announced double-digit percentage increases. And the top increase is a spectacular 51%! To learn about these increases, read on...

Wednesday, December 12, 2018

28 Dividend Increases: December 3-7, 2018 (Part 2: Health Care And Industrials Sectors)

Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis. Companies can only raise their dividends regularly and sustainably if they grow earnings sufficiently.

In the last week, 28 companies declared dividend increases, including 2 of my DivGro holdings. Part 1 of this article presented dividend increases for stocks in the Real Estate sector. This is Part 2, which covers the Health Care and Industrials sectors. See Part 3 for dividend increases of stocks in the remaining sectors.

Four of the 9 stocks covered in Part 2 announced double-digit percentage increases and the top increase is an impressive 21%!

Monday, December 10, 2018

28 Dividend Increases: December 3-7, 2018 (Part 1: Real Estate Sector)

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

In the past week, 28 companies declared dividend increases.
Part 1 covers dividend increases in the Real Estate sector. See Part 2 and Part 3 for dividend increases in the other sectors.

None of the Real Estate sector stocks announced double-digit percentage increases, but the year-over-year increase of one of the stocks is 20%! This happens when a company increases its dividend more than once a year.

Saturday, December 8, 2018

Monthly Review of DivGro: November 2018

I write monthly reviews of my portfolio of dividend growth stocks, DivGro, to detail any transactions and to summarize the dividends I received during the month. I also summarize the changes to DivGro's projected annual dividend income (PADI).

In November I received dividends totaling $1,811 from 21 stocks in my portfolio, a year over year increase of 80%. So far in 2018, I've collected $17,591 in dividends or about 98% of my 2018 goal of $18,000.

This month I reduced the size of one of my riskier but higher yielding positions. I opened two new positions and added shares to four existing positions. Five DivGro stocks announced dividend increases in November.

The net result of these changes is that PADI increased by about 1.3% in November. Year over year, PADI increased by 41.6%.

Thursday, December 6, 2018

My Dividend Growth Stock Selection Criteria

By Sneha Shah of Greenworldinvestor

Dividends are preferred by investors as they provide actual solid cash rewards for holding a particular stock. What is even more exciting is to see these dividends grow year on year. While it seems very easy, a lot of research is involved in selecting the stocks for creating a successful dividend growth portfolio.

Dividend growth investing is both an art and a science and your portfolio needs a lot of patience and attention in order to grow.

Here are the five most important factors to consider before selecting your dividend growth stocks.

Tuesday, December 4, 2018

Options Update: November 2018

DivGro's focus continues to be dividend growth investing, and most of my articles discuss the management of my dividend growth portfolio. But I also do options trades, so I write monthly options updates to keep track my options income.

Each update serves as a status report on the open options and obligations I have. I also report new trades and provide a running tally of DivGro's options income to date.

I added options trading to DivGro to leverage the equity in my portfolio and to generate extra income. Options trading allows me to buy more dividend growth stocks that otherwise would have been possible.

I mostly sell puts on stocks I would like to own and covered calls on stocks I already own. Occasionally, I execute more speculative options trades, too, such as bull put spreads and other combo trades.

Sunday, December 2, 2018

8 Dividend Increases: November 26-30, 2018

Companies that regularly increase dividends show confidence in future earnings growth potential. Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis.

This past week, eight companies announced dividend increases, including one of the stocks I own.

Two of these increases are double-digit percentage increases!

Friday, November 30, 2018

10 Dividend Growth Stocks For November 2018

In a recent article, I presented the top 10 holdings of Dividend ETFs in each GICS sector along with F.A.S.T. Graph charts of a selection of stocks I consider worthy of further analysis and possible investment.

For this month's top 10 list, I decided to rank these stocks and present the top 10 stocks along with my fair value estimates and other key metrics.

I'm still tweaking the new ranking system and I hope to return to ranking an entire GICs sector next month.

In time, I want to use the sector averages to calibrate the ranking system so it does a better job ranking stocks from different sectors.

Thursday, November 29, 2018

Top Holdings Of Dividend ETFs (Part 2: The Top 10 By Sector)

In Part 1 of this article, I presented a virtual portfolio of the top holdings of 47 dividend ETFs. Using a proportional scoring system that favors larger investments and larger ETFs, I calculate dan aggregate score for each ticker in the top 25 holdings of the dividend ETFs. Sorting the aggregate scores in descending order determined the rank of each stock (ticker).

The top 50 holdings are not distributed evenly among the 11 GICS sectors. For example, not a single Materials sector stock is present in the top 50 holdings. For dividend growth investors interested in diversifying their portfolios, this is not very helpful.

So in Part 2, I'm showcasing the top 10 stocks in each GICS sector. Seeing the top 10 stocks in each sector, along with key ratings and metrics, is quite useful, in my view, and should give readers additional insight into the holdings of dividend ETFs.

Tuesday, November 27, 2018

20 Dividend Increases: November 12-23, 2018 (Part 2: Remaining Sectors)

Companies that regularly increase dividends show confidence in future earnings growth potential. Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis.

Recently, 20 companies announced dividend increases, including 3 of my DivGro holdings. Part 1 of this article covered increases from the Consumer Discretionary, Consumer Staples, and Utilities sectors. This is Part 2, which covers the remaining sectors.

Two of the 9 stocks covered in Part 2 announced double-digit percentage increases and the top increase is a spectacular 29%!

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