Includes: ARLP • BBL • BDX • CPA • CMS • CVX • HMN • HP • IBM • KKR • NUS • PMT • T • UFS
Every month, I use David Fish's CCC list to search for stocks trading at a discount to fair value. The CCC list is updated monthly and contains all U.S.-listed stocks that have raised their dividends for at least five consecutive years. The accompanying spreadsheet provides key statistics of all CCC stocks and is a wonderful resource for dividend growth investors.
The CCC list is divided into three categories based on the number of consecutive years of increases: Dividend Champions (25 or more years), Dividend Contenders (10-24 years), and Dividend Challengers (5-9 years). The latest list (dated 11/28/14) contains 589 stocks, with 105 Champions, 246 Contenders, and 238 Challengers.
Considering 589 stocks every month would be a daunting task. So, I apply a series of filters to reduce the CCC list to a more manageable number of candidates. With an ongoing goal of balancing my portfolio across all 10 GICS (Global Industry Classification Standard) sectors, I'm careful to retain a minimum number of stocks per sector.
To see the top 10 stocks and the 10 sector winners, please read this article at Seeking Alpha.
It's interesting to see the top 10 dividend growth stocks from December 2014 to now. I personally like Walmart
ReplyDelete