Wednesday, March 20, 2019

Dividend Increases: March 11-15, 2019

I monitor dividend increases to identify candidates for further analysis. Companies can only raise their dividends sustainably if they grow earnings sufficiently.

This article provides a summary of last week's dividend increases and upcoming ex-dividend dates.

Two of my DivGro stocks will pay out higher dividends! Both are small increases but both companies increase their dividends multiple times every year.

Thursday, March 14, 2019

All the Dogs!

Dogs of the Dow is an investment strategy that targets the ten top-yielding stocks in the Dow Jones Industrial Average (DJIA) for investment each year. Popularized by Michael B. O'Higgins in his 1991 book, Beating the Dow, this simple strategy frequently outperforms the DJIA and seems to outperform the index over longer periods of time.

The strategy is based on the idea that blue-chip companies pay consistent (and increasing) dividends, while their stock prices fluctuate based on market conditions. So, if the dividend yield is higher than usual, the stock price likely is lower than usual. Investors following this strategy should reap the benefits of higher yields and above-average stock-price gains.

I don't actively follow the Dogs of the Dow strategy, but I happen to own all the dogs in my DivGro Portfolio.

Wednesday, March 13, 2019

Dividend Increases: March 4-8, 2019

This article provides a summary of recent dividend increases and upcoming ex-dividend dates. I monitor dividend increases to identify candidates for further analysis. Companies can only raise their dividends sustainably if they grow earnings sufficiently.

This week, 11 companies in the CCC List announced dividend increases.

Two of my DivGro stocks will pay out higher dividends! One increase is 13% and the other is 10%. I don't see annual salary increases like that, so I'm very happy when my DivGro portfolio hands me such increases!

Monday, March 11, 2019

10 Dividend Growth Stocks For March 2019

Many dividend growth investors rely on the CCC list for their research. Focusing on stocks trading on U.S. exchanges, the list contains nearly 900 stocks that have consistently increased their calendar year payouts for at least the past 5 years. An accompanying spreadsheet providing key data on the CCC stocks is maintained by Justin Law.

With my monthly 10 Dividend Growth Stocks series, I rank a subset of CCC stocks and present the 10 top-ranked stocks for further research. My ranking system assigns letter grades to stocks relative to their performance among sector peers. Having a sector-oriented ranking system avoids the problems associated with ranking dissimilar stocks.

This month I decided to rank CCC stocks in the Consumer Discretionary sector.

Thursday, March 7, 2019

Dividend Increases: February 25-March 1, 2019 (Part 2: Remaining Sectors)

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.

This two-part article provides a summary of recent dividend increases. Part 1 covers dividend increases announced for stocks in the Industrials and sectors. Part 2 will cover dividend increases from stocks in the remaining sectors.

Tuesday, March 5, 2019

Dividend Increases: February 25-March 1, 2019 (Part 1: Industrials and Financials Sectors)

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.

This two-part article provides a summary of recent dividend increases. Part 1 covers dividend increases announced for stocks in the Industrials and sectors. Part 2 will cover dividend increases from stocks in the remaining sectors.

Sunday, March 3, 2019

Monthly Review of DivGro: February 2019

Every month, I write a review of my portfolio of dividend growth stocks, DivGro. The goal of these monthly reviews is to share updates I've made to the portfolio and to 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 February, I opened four new positions and added shares to nine existing positions. Additionally, I closed six positions and reduced my holdings in three positions. A total of 19 DivGro stocks announced dividend increases in February. The net result of these changes is that PADI increased by about 1.0% in February. Year over year, PADI increased by 42.3%.

As for dividend income, in February I received dividends totaling $1,739 from 21 stocks in my portfolio, a year over year increase of 54%. So far in 2019, I've collected $3,504 in dividends or about 14% of my 2019 goal of $25,200.

Saturday, March 2, 2019

Options Update: February 2019 (Part 2)

February was a busy month for options trading, so I split my Options Update article into two parts.

Part 1 covered options assignments, expired options, and closed options, and I looked at options expiring in March and April to see what to be look out for.

In Part 2, I'm presenting the covered calls and put contracts executed in February and conclude with the usual running tally of options income received versus options income secured.

Friday, March 1, 2019

Options Update: February 2019 (Part 1)

Welcome to another Options Update article!

I write monthly options update articles to summarize options trades and to keep track of my options income. Each update also serves as a status report on open options and the obligations I potentially have.

DivGro's focus continues to be dividend growth investing. Options trading is a sideline activity. I sell puts on stocks I would like to own and covered calls on stocks I already own. The options income allows me to buy more dividend growth stocks, which in turn boosts DivGro's projected annual dividend income.

Wednesday, February 27, 2019

Dividend Increases: February 18-22, 2019 (Part 3: Remaining Sectors)

Last week, 27 companies on my watch list announced dividend increases. Included in this list are three stocks I own in my DivGro portfolio.

Part 1 of this article covered stocks in the Communication Services and Consumer Discretionary sectors, while Part 2 covered the Real Estate and Utilities sectors. This is Part 3, which covers dividend announcements from stocks in the remaining sectors.

Tuesday, February 26, 2019

Dividend Increases: February 18-22, 2019 (Part 2: Real Estate and Utilities Sectors)

Last week, 27 companies in the CCC List announced dividend increases. With so many companies increasing their dividends, I usually break up my summary articles into two or more parts. That way, the articles aren't too long and I can include more FASTgraphs charts of stocks with compelling earnings growth.

Part 1 of this three-part article dividend increases announced for stocks in the Communication Services and Consumer Discretionary sectors. This is Part 2, which covers dividend increases from stocks in Real Estate and Utilities sectors. In Part 3, I'll report on dividend increases for the remaining sectors.

Monday, February 25, 2019

Dividend Increases: February 18-22, 2019 (Part 1: Communication Services and Consumer Discretionary Sectors)

Last week, 27 of the companies I track announced dividend increases. This three-part article provides a summary of these increases and provides several FASTGraph charts of stocks that exhibit impressive earnings growth.

I like to monitor dividend increases, because companies that regularly increase their dividends are good candidates for analysis and possible investment.

Part 1 of this article covers dividend increases announced for stocks in the Communication Services and Consumer Discretionary sectors. Part 2 and Part 3 will cover dividend increases from stocks in the remaining sectors.

Sunday, February 24, 2019

Three Additions to my Portfolio

After a very volatile fourth quarter, the stock market has performed quite nicely in 2019. Year to date, the S&P 500 is up 11.4%!

The big drop in the stock market at the end of 2018 has created some compelling opportunities, and I'm happy to add three new stocks to my DivGro portfolio. These stocks are trading at much higher yields than their historical average dividend yields. In my view, these are high-quality dividend growth stocks with excellent track records, safe dividends, and strong dividend growth rates.

This article reports on the three new positions I established in my portfolio. Two stocks are in the Consumer Staples sector, and one is an Industrials sector stock.

Monday, February 18, 2019

Dividend Increases: February 11-15, 2019 (Part 2: Remaining Sectors)

Companies that regularly increase their dividends show confidence in the potential growth of future earnings. I monitor dividend increases to identify candidates for further analysis.

Last week, 25 companies announced dividend increases, including 5 of the stocks I own. Part 1 covered the Information Technology, Real Estate, and Financials Sectors. This is Part 2, which covers the remaining sectors.

Sunday, February 17, 2019

Dividend Increases: February 11-15, 2019 (Part 1: Information Technology, Real Estate, and Financials Sectors)

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.

This two-part article provides a summary of recent dividend increases. Part 1 covers dividend increases announced for stocks in the Information Technology, Real Estate, and Financials sectors. Part 2 will cover dividend increases from stocks in the remaining sectors.

Saturday, February 16, 2019

Dividend Increases: February 4-8, 2019 (Part 3: Remaining Sectors)

I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis. Companies that regularly increase their dividends show confidence in future earnings growth potential.

Last week, 34 companies on my watch list announced dividend increases. Part 1 covered stocks in the Materials, Real Estate, and Utilities sectors, and Part 2 covered the Financials and Industrials sectors. This is Part 3, which covers dividend announcements from stocks in the remaining sectors.

Friday, February 15, 2019

Dividend Increases: February 4-8, 2019 (Part 2: Financials and Industrials)

Last week, 34 companies in the CCC List announced dividend increases. I own the stock of two of these companies!

In Part 1, I covered dividend increases announced for stocks in the Materials, Real Estate, and Utilities sectors. Part 2 covers dividend increases from stocks in Financials and Industrials sectors. In Part 3, I'll report on dividend increases for the remaining sectors.

I enjoy monitoring dividend increases for stocks in the CCC list because it allows me to identify candidates for further analysis.

Thursday, February 14, 2019

Dividend Increases: February 4-8, 2019 (Part 1: Materials, Real Estate, and Utilities Sectors)

This article provides a summary of recent dividend increases. Last week more than 30 companies on my watch list announced dividend increases! In Part 1, I'm covering dividend increases announced for stocks in the Materials, Real Estate, and Utilities sectors. Part 2 will cover the Financials and Industrials sectors, while Part 3 will cover the remaining sectors.

I monitor dividend increases because it helps me to identify candidates for further analysis. Companies that regularly raise their dividend payments show confidence in future earnings growth potential.

Wednesday, February 13, 2019

Using Average Dividend Yield For Dividend Growth Stock Valuation

Recently, I started writing for TalkMarkets, an exciting new financial media site with content customized to users’ interests, preferences and level of investment sophistication.

In this article, I discuss how to use historical average dividend yield to do a quick valuation of stable, high-quality dividend growth stocks. I'll be using this method to help guide buy and sell decisions for dividend growth stocks in my portfolio.

Dividend growth investing focuses on investing in businesses with a strong track record of rewarding shareholders through ever-increasing dividend payments. I consider dividend growth stocks to be stocks that have paid higher dividends for at least 5 consecutive years.

Friday, February 8, 2019

10 Dividend Growth Stocks For February 2019

The CCC list is a great resource for dividend growth investors. The list contains 861 stocks trading on U.S. exchanges with the distinction of having paid higher dividends for at least 5 consecutive years. The list is maintained by Justin Law.

In this article, I rank a subset of CCC stocks and present the 10 top-ranked stocks for further research. My ranking system assigns letter grades to stocks relative to their performance among sector peers.

Given increased market volatility, I'm focusing on defensive sectors. This month I decided to rank CCC stocks in the Health Care sector. Defensive stocks tend to outperform the broader market during market downturns.

Thursday, February 7, 2019

Monthly Review of DivGro: January 2019

After a miserable fourth quarter in 2018, the stock market rebounded with a vengeance! The 7.9% return of the S&P 500 in January was the best January performance since 1987!

Of course, the S&P 500 was down more than 9% in December, and the index still is 8% below the all-time record it set on 20 September 2018.

December was a busy trading month for DivGro, as I looked to take advantage of discounted prices on high-quality dividend growth stocks. January certainly was quieter, though I opened two new positions and also closed a long-held position.

Wednesday, February 6, 2019

Dividend Increases: January 28-February 1, 2019 (Part 2: Remaining Sectors)

Last week, 27 companies in the CCC List announced dividend increases. I own 3 of these stocks!

 In Part 1, I covered dividend increases announced for stocks in the Industrials and Financials sectors. Part 2 covers dividend increases from stocks in the remaining sectors.

I like monitoring dividend increases for stocks in the CCC list because it allows me to identify candidates for further analysis.

Monday, February 4, 2019

Dividend Increases: January 28-February 1, 2019 (Part 1: Industrials and Financials Sectors)

This article provides a summary of recent dividend increases. Part 1 covers dividend increases announced for stocks in the Industrials and Financials sectors. Part 2 will cover dividend increases from stocks in the remaining sectors.

Last week, 27 companies in the CCC List announced dividend increases. A few DivGro stocks will pay out higher dividends!

I monitor dividend increases because it helps me to identify candidates for further analysis. Companies that regularly raise their dividend payments show confidence in future earnings growth potential.

Sunday, February 3, 2019

Options Update: January 2019

As I enter the fourth year of options trading at DivGro, let me remind readers that DivGro's focus continues to be dividend growth investing. Options trading is a fun (and profitable) sideline activity; one that allows me to buy more dividend growth stocks and so to boost DivGro's projected annual dividend income.

I write monthly options update articles to summarize options trades and to keep track of my options income. Each update also serves as a status report on open options and the obligations I potentially have.

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.

Friday, February 1, 2019

Dividend Increases: January 21-25, 2019 (Part 2: Remaining Sectors)

In the heat of earnings season, I often split these dividend increase announcement articles into two or more parts. Last week, 30 companies in the CCC List announced dividend increases. I own stock of four of these companies!

In Part 1, I covered dividend increases announced for stocks in the Industrials and Financials sectors. Part 2 covers dividend increases from stocks in the remaining sectors.

I like monitoring dividend increases for stocks in the CCC list because it allows me to identify candidates for further analysis.

Thursday, January 31, 2019

Dividend Increases: January 21-25, 2019 (Part 1: Industrials and Financials Sectors)

This article provides a summary of recent dividend increases. Part 1 covers dividend increases announced for stocks in the Industrials and Financials sectors. Part 2 will cover dividend increases from stocks in the remaining sectors.

This week, 30 companies in the CCC List announced dividend increases. Several DivGro stocks will pay out higher dividends!

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

Monday, January 28, 2019

Annual Review, 2018

Welcome to the sixth annual review of DivGro, my portfolio of dividend growth stocks. I created DivGro in January 2013 to generate a reliable and growing dividend income stream.

In annual reviews, I look at DivGro's performance as measured by dividend income, dividend increases, annualized returns, and rate of return. I also look at some highlights of the past year and share my outlook for the coming year.

Keeping track of DivGro in a public forum has helped me to learn and grow as a dividend growth investor. Much of my learning has come from interacting with like-minded investors, so Thank You! to all my readers for your encouragement, questions, and comments. Please keep them coming!

Monday, January 21, 2019

Dividend Increases: January 14-18, 2019

This article provides a summary of recent dividend increases and upcoming ex-dividend dates. I monitor dividend increases to identify candidates for further analysis.

This week, 17 companies in the CCC List announced dividend increases. Four of my DivGro stocks will pay out higher dividends!

I'm very happy to kick off the new year with four increases!

Tuesday, January 15, 2019

Dividend Increases: December 31, 2018-January 11, 2019

This article provides a summary of recent dividend increases. It also provides a summary of upcoming ex-dividend dates.

I monitor dividend increases of dividend growth stocks in the CCC List, but I apply several screens to reduce the number of stocks to track. The main screens are stocks with a market cap of at least $1 billion, and stocks with dividend yields of at least 1.0%.

In the last week, four companies I track announced dividend increases. Two of these stocks have double-digit percentage year-over-year dividend increases.

Sunday, January 13, 2019

Quarterly Review of DivGro: Q4-2018

Welcome to the 24th quarterly review of DivGro, my portfolio of dividend growth stocks.

I started DivGro in 2013 to focus on dividend growth investing, growing the portfolio into a powerful dividend-generating machine. DivGro now generates dividend income averaging $1,930 per month.

My quarterly reviews summarize the transactions executed in the past quarter and provide a summary of dividend income and dividend changes. Additionally, I include charts showing various portfolio statistics. The reviews are mostly informational and help me to track progress over time.

I collected dividend income of $5,486 this quarter and $20,320 in 2018, easily exceeding my goal of collecting $18,000 in 2018. DivGro's all-time dividend income now totals $65,445.

Friday, January 11, 2019

Selling Cash Secured Puts for Additional Income

By Nero Nguyen of www.financeoholic.com

There has been a rise in the use of options to complement traditional portfolio strategies. As an investor, one can use options to enhance and amplify portfolio returns.

As a seller of options, one can use the power of having time on your side while reducing the overall risk of investing.

Here is a description of how to use put options to enhance the strategy of dividend investment.

Tuesday, January 8, 2019

Monthly Review of DivGro: December 2018

Welcome to this final monthly review of 2018 of my portfolio, DivGro! I write monthly reviews is to share updates to my portfolio and to provide a summary of dividends collected. I also look at how DivGro's projected annual dividend income (PADI) has changed.

December was a busy trading month for me, as I looked to take advantage of discounted prices on high-quality dividend growth stocks. I opened six new positions and added shares to twelve existing positions. Additionally, I closed three positions and reduced my holdings in five positions.

Along with eight DivGro stocks announcing dividend increases in December, the net result is that DivGro's PADI increased by about 3.0% in December. Year over year, PADI increased by 45.8%.

Monday, January 7, 2019

Options Update: December 2018 (Part 3)

December turned out to be a busy month for options trading, so I decided to break this update into three parts.

Part 1 presented new covered calls and Part 2 presented new put contracts and one options assignment. It also presented a listing of options expiring soon.

In Part 3, I'm wrapping up my December Options Update article with some protective trades, and I'm reviewing how I faired with my 2018 options goal. I'll conclude with a quick update of my 2019 options goal.

Sunday, January 6, 2019

Options Update: December 2018 (Part 2)

December was a busy month for options trading, so my December Options Update article is split into three parts.

Part 1 presented new covered calls. Given increased volatility in the markets and with stock selling off, in December I decided to sell covered calls on most of my DivGro positions. In all, there were 32 covered call trades, which added options income of just more than $5,000 to my options income tally.

In Part 2, I'm covering new put contracts and one options assignment. I'm also taking a look at options expiring soon, mainly to see if I need to take any action before the 18 January expiration date. Part 3 will wrap things up with some protective trades and I'll review my 2018 options goal.

Friday, January 4, 2019

Options Update: December 2018 (Part 1)

Welcome to my final Options Update article of 2018. With these updates, I keep track of my options income, summarize trades, and provide a running tally of DivGro's options income to date.

December turned out to be a busy month for options trading. I sold many covered calls and also made some defensive trades, like closing options early and rolling some options forward.

With so many transactions to cover, I'm presenting the article in three parts. In Part 1, I'll cover new covered calls. In Part 2, I'll cover new put contracts and look at options expiring soon. Finally, Part 3 will present an options assignment,  some closing trades, and a few rolled options trades. In Part 3, I'll also review my 2018 options goal.

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