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Sunday, May 10, 2015

10 Dividend Growth Stocks for May 2015

Includes: ADM • AMP • BDX • CMP • CNQ • GPS • LOW • MGA • MIC • NJR • QCOM • TRV • VLO • WMT • TU 

David Fish's CCC list is a great resource for dividend growth investors. The list is updated every month and contains all U.S.-listed stocks that have raised their dividends for at least 5 consecutive years. The latest list (dated 4/30/15) contains 707 stocks.

Ranking so many stocks would be a daunting task. To simplify things, I apply a series of filters to reduce the list to a more manageable number of stocks. Because I have an ongoing goal of balancing my DivGro portfolio across all 10 GICS (Global Industry Classification Standard) sectors, I'm careful to retain a minimum number of stocks per sector.

Ranking involves using a proprietary system based on the dividend discount model and fundamental analysis. I assign a star-rating to each stock out of a maximum of 7 stars.

To see the top 10 stocks by rank and the 10 sector winners, please read this article at Seeking Alpha

2 comments :

  1. Thanks for the list! I added CMP at the end of April and I'm looking to purchase ADM and WMT at some point in the near future.

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    Replies
    1. With an 11% 5-yr CAGR and a yield near 3%, CMP looks like a solid dividend growth prospect (although I haven't done a full analysis on it). ADM is interesting, but as stated in another post, I'd like to secure a higher initial yield. I already own WMT and I'm not interested in adding more shares due to WMT's recent anemic dividend increases.

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