Pages

Friday, February 28, 2014

More Popular Dividend Growth Stocks

In my previous post, I presented a portfolio containing 31 of the most popular dividend growth stocks, based on the holdings of 20 different dividend growth portfolios.

To compile the portfolio, I simply counted the number of appearances of each stock in all portfolios and sorted them by decreasing frequency. I arbitrarily made a cutoff at 7 appearances, resulting in a portfolio of 31 stocks. Collectively, the 20 portfolios hold 205 different stocks, which means that 174 stocks were cut.

One of my readers, Passive Income Pursuit, expressed interest in seeing the rest of the stocks. At first, I wondered if there would be value in sharing such a huge list. After all, the 174 stocks are less popular than those that made it into the portfolio of 31...


Here's a frequency histogram of the appearances: 

There are 126 appearances of unique stocks, so the left-most bar is cropped. I don't think listing these stocks has much value. See my 224 watch list stocks, which, in my view, are more interesting...


The gold bars in the frequency histogram represent the 31 most popular stocks, as presented in my previous post. The blue bars are the next tier of stocks, which I'm sharing in some detail in this post. These stocks appear in fewer portfolios, but that doesn't mean they're inferior stocks. In fact, there may be some hidden gems among them that only a few dividend growth bloggers have "discovered" so far.


6Clorox Company
HCP Inc
Illinois Tools Works
Omega Healthcare Investors
The Bank of Nova Scotia
General Electric Company
(CLX)
(HCP)
(ITW)
(OHI)
(BNS)
(GE)
(VOD)
(WFC)
| growth 36 yrs | yield 3.27% @ $86.77 | 5-yr DGR 9.4%
growth 29 yrs | yield 5.68% @ $38.35 | 5-yr DGR 2.9%
growth 39 yrs | yield 2.02% @ $82.23 | 5-yr DGR 6.3%
growth 12 yrs | yield 6.16% @ $31.80 | 5-yr DGR 9.3%
yield 3.90% @ $63.55
yield 3.45% @ $25.50
yield 7.32% @ $41.26
yield 2.61% @ $46.05
5Becton, Dickinson and Co
General Dynamics Corporation
Genuine Parts Company
Kimberly Clark Corp
Leggett & Platt, Inc
Raytheon Company
SYSCO Corporation
Abbott Laboratories
Cisco Systems, Inc
Kraft Foods Group Inc
(BDX)
(GD)
(GPC)
(KMB)
(LEG)
(RTN)
(SYY)
(ABT)
(CSCO)
(KRFT)
| growth 42 yrs | yield 1.89% @ $115.10 | 5-yr DGR 12.2%
growth 22 yrs | yield 2.06% @ $108.98 | 5-yr DGR 10.3%
growth 57 yrs | yield 2.65% @ $86.79 | 5-yr DGR 7.0%
growth 41 yrs | yield 3.09% @ $108.90 | 5-yr DGR 6.9%
growth 42 yrs | yield 3.75% @ $32.03 | 5-yr DGR 3.2%
growth 9 yrs | yield 2.25% @ $97.59 | 5-yr DGR 14.4%
growth 44 yrs | yield 3.23% @ $35.95 | 5-yr DGR 4.9%
yield 2.21% @ $39.79
yield 3.47% @ $21.92
yield 3.81% @ $55.17
4Automatic Data Processing
Deere & Company
Union Pacific Corporation
Apple Inc
AbbVie Inc
Phillips 66
(USA)
Bank Unilever plc
(ADP)
(DE)
(UNP)
(AAPL)
(ABBV)
(PSX)
(TD)
(UL)
| growth 39 yrs | yield 2.47% @ $77.72 | 5-yr DGR 8.4%
| growth 10 yrs | yield 2.40% @ $84.97 | 5-yr DGR 13.4%
growth 7 yrs | yield 2.04% @ $178.50 | 5-yr DGR 26.1%
yield 2.31% @ $527.67
yield 3.30% @ $50.91
yield 2.09% @ $74.74
yield 3.61% @ $44.71
yield 3.51% @ $40.99
3Avista Corp
BHP Billiton plc
Caterpillar Inc
CSX Corporation
Kellogg Company
Lowe's Companies, Inc
Mattel, Inc
3M Co
Nestle SA
Owens & Minor, Inc
Visa Inc
Verizon Communications Inc
ENSCO plc
JPMorgan Chase & Co
Novartis AG
Ventas, Inc
(AVA)
(BBL)
(CAT)
(CSX)
(K)
(LOW)
(MAT)
(MMM)
(NSRGY)
(OMI)
(V)
(VZ)
(ESV)
(JPM)
(NVS)
(VTR)
| growth 11 yrs | yield 4.32% @ $29.43 | 5-yr DGR 12.1%
growth 11 yrs | yield 3.68% @ $64.12 | 5-yr DGR 10.6%
growth 20 yrs | yield 2.48% @ $96.70 | 5-yr DGR 8.4%
growth 9 yrs | yield 2.18% @ $27.46 | 5-yr DGR 18.1%
growth 9 yrs | yield 3.06% @ $60.16 | 5-yr DGR 6.7%
growth 51 yrs | yield 1.42% @ $50.82 | 5-yr DGR 15.6%
growth 5 yrs | yield 4.09% @ $37.15 | 5-yr DGR 13.9%
growth 56 yrs | yield 2.55% @ $134.34 | 5-yr DGR 4.9%
growth 13 yrs | yield 2.71% @ $75.01 | 5-yr DGR 13.6%
growth 16 yrs | yield 2.88% @ $34.75 | 5-yr DGR 12.5%
growth 7 yrs | yield 0.71% @ $226.28 | 5-yr DGR 45.9%
growth 9 yrs | yield 4.46% @ $47.50 | 5-yr DGR 3.5%
yield 5.70% @ $52.61
yield 2.68% @ $56.69
yield 3.29% @ $82.55
yield 4.64% @ $62.44
Highlighted are the tickers of stocks I own in DivGro.

These stocks are not strictly dividend growth stocks, as they do not appear in Dave Fish's CCC list as stocks with 5 or more consecutive years of dividend increases. 


As a bonus, I'm including the tickers of stocks in the right-most red bar of the frequency histogram. These are stocks that appear in only two of the 20 portfolios:
ADM, CL, CMI, DRI, ED, FDO, GSK, HAS, HRS, LTC, NUE, OKE, PBCT, PNY, PPL, PSEC, RDS.B, ROST, SBSI, SO, TEVA, TU, UHT, UTX, WM, WU

Full Disclosure: Long BBL, CAT, GD

4 comments:

  1. That's exactly what I was thinking, maybe there could be some rarer finds that I just haven't come across yet. There's a lot of companies that I want to own out of this group. ITW, CLX, BDX and ADP are the companies that I'd like to find in my portfolio in the future. Thanks for the updated list.

    ReplyDelete
    Replies
    1. Thanks for suggesting the follow-up post, Passive IncomePursuit -- I'm happy to oblige!

      You were right in thinking there would be some interesting stocks with fewer appearances.

      Delete
  2. Great work, round 2, DivGro. I think PIP has the right idea that there are a lot of potential investment ideas hidden in this second round of the process. Watch lists can get so long, it helps to get others investors' perspectives through their holdings.

    ReplyDelete
    Replies
    1. Thanks, writing2reality! It was definitely a good idea to do the follow-up -- there's some interesting candidates to analyze in this list.

      Delete

Please don't include links in comments. I will mark such comments as spam and the comment won't be published. To make me aware of your blog or website, comment on my Blogrole page instead.