Thursday, September 24, 2020

Dividend Changes: September 12-18, 2020

This article series provides a weekly summary of dividend changes.
A summary table provides relevant data and key statistics of dividend increases. We include a table of ex-dividend dates for the next two weeks, and we highlight an interesting candidate.

I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Sunday, September 20, 2020

Expired Options (September 2020)

I had several options that expired on Friday, 18 September. After options expire, I post an article to summarize the expirations and I discuss any actions I took. If relevant, I also present potential replacement trades for expired options.

Earlier last week, one of the in the money put options I'd sold got assigned. While an early exercise is surprising, I'm happy with the outcome. I now own 100 shares of Public Service Enterprise Group Incorporated (PEG).

As usual, I'll report on my other options trades in an upcoming article.

Saturday, September 19, 2020

10 Dividend Growth Stocks For September 2020

Welcome to another edition of my monthly series of 10 Dividend Growth Stocks, in which I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration. 

To rank stocks, I use DVK Quality Snapshots to obtain quality scores and sort them in descending order, breaking ties with additional metrics. 

This month, I'm presenting investment-grade stocks whose current dividend yield is above the 5-year average dividend yield by at least 5%. Additionally, I limited my search to stocks with dividend increase streaks of at least 10 years, and I screened for stocks with yields of at least 3% and with 5-year dividend growth rates of at least 7%.

Thursday, September 17, 2020

Dividend Changes: September 5-11, 2020

This weekly article series covers dividend changes. We provide a summary table with relevant data and key statistics of dividend increases. We also provide a table of ex-dividend dates for the next two weeks and highlight an interesting candidate for your consideration. 

I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Saturday, September 12, 2020

Options Update: August 2020

Welcome to the another Options Update article, a monthly series in which I summarize my options trades and keep track of DivGro's total options income. 

When selling covered calls and put options, I receive options income that I redeploy to buy dividend growth stocks. My options trading activity indirectly boosts DivGro's ability to generate dividend income. 

I had another great month in August. While the options income I collected is a welcome addition to my portfolio, unfortunately, I'm still very far from achieving my 2020 goal of collecting at least $24,000 in options income.

Thursday, September 10, 2020

Dividend Changes: August 29-September 4, 2020


This weekly article series covers dividend changes. We provide a summary table with relevant data and key statistics of dividend increases. We also provide a table of ex-dividend dates for the next two weeks and highlight an interesting candidate for your consideration. 

I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Sunday, September 6, 2020

Monthly Review Of DivGro: August 2020

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. The goal of these monthly reviews is to share updates I've made to the portfolio and to provide a summary of dividends collected. I also consider the impact on DivGro's projected annual dividend income (PADI).

In August, I opened one new position and added shares to four existing positions. Four DivGro stocks announced dividend increases in August. The net result of these changes is that PADI increased by about 1.9% in August. Year over year, PADI increased by 20.5%.

As for dividend income, in August I received dividends totaling $1,674 from 21 stocks in my portfolio, a year over year increase of 4%. So far in 2020, I've collected $17,565 in dividends or about 65% of my 2020 goal of $27,000.

Wednesday, September 2, 2020

Dividend Changes: August 22-28, 2020

This article series provides a weekly summary of dividend changes.
A summary table provides relevant data and key statistics of dividend increases.

We include a table of ex-dividend dates for the next two weeks, and we highlight an interesting candidate.

I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Tuesday, September 1, 2020

5 High-Quality Dividend Growth Stocks I Don't Own

Using DVK Quality Snapshots, I assess the quality of dividend growth stocks in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend increase streaks of at least five years.

Stocks with quality scores of 23-25 are high-quality stocks and I rate them Excellent (23-24) and Exceptional (25). There are 31 Excellent and 7 Exceptional stocks in Dividend Radar.

I own all but 5 of these high-quality stocks. This article explains why I don't own these stocks and what would need to happen before I would consider opening positions.

Saturday, August 29, 2020

Home Run Number 23

Well, this is fun! Three home run posts in three days!

On Thursday, I celebrated DivGro's 21st home run, and yesterday I celebrated the 22nd home run. For readers not familiar with the designation, I give it to any stock in my portfolio when its total returns exceed my initial investment for the first time.

Salesforce.com (CRM) joined the list of home run stocks after it exploded higher this week following stellar earnings. Procter & Gamble (PG) did so after making a new 52-week high on Thursday.

Today I'm presenting DivGro's 23rd home run stock. After doing some confirming calculations, it turned out that this stock also crossed the threshold on Thursday, to become a home run stock!

Friday, August 28, 2020

Home Run Number 22

Just yesterday I announced DivGro's 21st home run, a designation I give to stocks in my portfolio when total returns exceed my initial investment for the first time.

Salesforce.com (CRM) joined the list of home run stocks after it exploded higher when the company reported stellar earnings and raised guidance this week. CRM will also join the Dow Jones Industrial Average on before trading resumes on August 31.

Today I'm presenting my 22nd home run stock. It happens to be the stock I've been eyeing for weeks now, expecting an imminent home run! After looking at yesterday's trading range, it appears that this stock actually crossed the threshold to become a home run stock!

Thursday, August 27, 2020

Home Run Number 21

I designate stocks in my portfolio that cross the 100% mark in total returns, home runs.

In June, I celebrated DivGro's 20th home run when the share price of Amazon.com (AMZN) doubled the average cost basis of my 7 shares. AMZN is not a dividend growth stock, so the stock couldn't rely on dividends to accomplish this feat.

Today I'm presenting my 21st home run stock, and it's another growth stock that reached this milestone. Admittedly, I am quite surprised to see this stock beat Procter & Gamble (PG) to the punch, as I've been eyeing PG's share price for a few weeks expecting a home run!

Tuesday, August 25, 2020

Dividend Changes: August 15-21, 2020

This article series provides a weekly summary of dividend changes.
A summary table is included with relevant data and key statistics of dividend increases.

We include a table of ex-dividend dates for the next two weeks, and we highlight an interesting candidate.

I co-produce this article series with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Saturday, August 22, 2020

Expired Options (August 2020)

After options expire, I post an article summarizing all expirations and I discuss any actions I took. If relevant, I also present potential replacement trades for expired options.

I had several options that expired on Friday, 21 August. Most were out of the money, which means I didn't need to take protective actions to avoid assignment. There was one option, though, that was in the money. I decided to roll forward that option to avoid assignment.

As usual, I'll report on my other options trades in an upcoming article.

Tuesday, August 18, 2020

Dividend Changes: August 8-14, 2020

In this article series, we provide a weekly summary of dividend changes. A summary table provides relevant data and key statistics of dividend increases.

We include a table of ex-dividend dates for the next two weeks, and we highlight an interesting candidate.

I co-produce this article with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Monday, August 17, 2020

The Highest Quality Mid-Cap Dividend Growth Stocks

Mid-cap stocks are stocks of companies with a market capitalization between $2 billion and $10 billion.

Historically, large-cap stocks tend to be slow-growing and relatively stable, while small-cap stocks often are fast-growing but volatile. The best mid-cap stocks fall somewhere in between: they are less volatile and have strong growth potential.

This article presents the highest quality mid-cap dividend growth stocks tracked by Dividend Radar. I use DVK Quality Snapshots to assess quality, and rank stocks by decreasing quality scores and using tie-breaking metrics. I provide quality indicators, key metrics, and fair value estimates.

Wednesday, August 12, 2020

10 Dividend Growth Stocks For August 2020

In my monthly series of 10 Dividend Growth Stocks, I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration.

I use DVK Quality Snapshots to obtain quality scores and rank stocks by breaking ties with additional metrics.

This month, I'm presenting investment-grade stocks whose current dividend yield is above the 5-year average dividend yield by at least 10%. Additionally, I screened for stocks with yields of at least 3%, or with favorable Chowder Numbers.

Tuesday, August 11, 2020

Dividend Changes: August 1-7, 2020

In this article series, we provide a weekly summary of dividend changes. A summary table provides relevant data and key statistics of dividend increases.

We include a table of ex-dividend dates for the next two weeks, and we highlight an interesting candidate.

I co-produce this article with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Thursday, August 6, 2020

Dividend Changes: July 25-31, 2020

This article series provides a weekly summary of dividend changes, including dividend increases and dividend cuts or suspensions.
A summary table provides relevant data and key statistics of dividend increases.

We also include a table of ex-dividend dates for the next two weeks, and we highlight an interesting candidate.

I co-produce this article with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

Tuesday, August 4, 2020

The Top-Ranked Dividend Growth Stocks In The Utilities Sector

Welcome to another article in my new series ranking dividend growth stocks in each of the GICS sectors! This article takes a look at the Utilities Sector. 

To rank dividend growth stocks, I sort them by decreasing quality scores as determined by DVK Quality Snapshots. Then I provide quality indicators, key metrics, and fair value estimates for the top-10 ranked dividend growth stocks in the Utilities sector.

As a bonus, I include tickers of lower-ranked dividend growth stocks in the Utilities sector (stocks ranked 11-30).

Sunday, August 2, 2020

Monthly Review Of DivGro: July 2020

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. The goal of these monthly reviews is to share updates I've made 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.

In July, I added shares to one existing position. Four DivGro stocks announced dividend increases in July and one stock announced a dividend cut. The net result of these changes is that PADI decreased by about 1.6% in July. Year over year, PADI increased by 21.5%.

As for dividend income, in July I received dividends totaling $1,779 from 24 stocks in my portfolio, a year over year increase of 14%. So far in 2020, I've collected $15,891 in dividends or about 59% of my 2020 goal of $27,000.

Friday, July 31, 2020

Options Update: July 2020

Welcome to July's Options Update! 

I write monthly articles to summarize my options trades and to keep track of DivGro's options income. By selling covered calls and put options, I receive options income that I use to buy more dividend growth stocks. This indirectly boosts DivGro's ability to generate dividend income!

While this month's options income did not come close to what I earned in June, nevertheless I'm satisfied with July's "takings". Unfortunately, I'm still in a deep hole and it is unlikely that I will achieve my 2020 goal of collecting at least $24,000 in options income.

Thursday, July 30, 2020

Dividend Changes: July 18-24, 2020

I cover dividend increases and dividend cuts or suspensions in my weekly article series Dividend Changes. A summary table provides relevant data and key statistics of dividend increases.

I co-produce this article with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

In a  recent addition to this article series, we use added-value to highlight one of the stocks going ex-dividend in the next two weeks.

Tuesday, July 28, 2020

How I Replaced Lost Dividend Income With Options Income

This article first appeared on TalkMarkets on Tuesday, 28th July, 2020.

The COVID-19 pandemic has created a challenging environment for dividend growth investors. More than 600 companies announced dividend cuts or suspensions during the second quarter of 2020, even companies with long histories of annual dividend increases.

My DivGro portfolio suffered several dividend cuts and suspensions. To date, I've experienced three cuts and three suspensions, reducing my projected annual dividend income by about $1,832. And another planned reduction will reduce my projected annual dividend income to about $1,959 by year's end.

My general approach to dividend cuts or suspensions is to close such positions. However, I've decided not to take any such action until perhaps in December, when I usually consider trades for tax-loss harvesting purposes. Instead, I've sold covered calls to replace most of the lost dividend income.

This article provides details.

Monday, July 27, 2020

10 Dividend Growth Stocks For July 2020

In my monthly series of 10 Dividend Growth Stocks, I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration.

I rank stocks using DVK Quality Snapshots to obtain quality scores and break ties by considering additional metrics.

This month, I'm presenting stocks with 5-year dividend growth rates of at least 10% and 1-year trailing total returns of at least 16%.

Saturday, July 25, 2020

Quarterly Review Of DivGro: Q2 2020

This is the 30th quarterly review of DivGro, my portfolio of dividend growth stocks.

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

My portfolio generated more than $7,090 of dividend income this quarter and I'm projecting dividend income of at least $7,950 per quarter going forward.

Thursday, July 23, 2020

Expired Options (July 2020)

Last Friday was options expiration day. Following options expiration, I post an article summarizing all expirations and any actions I took. If relevant, I also present potential replacement trades for expired options.

I had several options that expired on Friday, 17 July. Most were out of the money, which means I didn't need to take protective actions to avoid assignment. There was one option, though, that was in the money. I decided to roll forward that option to avoid assignment.

As usual, I'll report on my other options trades in an upcoming article.

Wednesday, July 22, 2020

Dividend Changes: July 11-17, 2020

In my weekly article series Dividend Changes, I cover dividend increases and dividend cuts or suspensions. A summary table provides relevant data and key statistics of dividend increases.

I co-produce this article with James Marino Sr of Portfolio Insight, who helps with compiling the ex-dividend dates for the next two weeks.

In a  recent addition to this article series, we use added-value to highlight one of the stocks going ex-dividend in the next two weeks.

Saturday, July 18, 2020

Summary Of Dividend Changes In Q2 2020

This article provides a summary of dividend changes in the second quarter of 2020 (Q2 2020).

I now co-produce a Dividend Changes series of articles on Seeking Alpha with James Marino Sr of Portfolio Insight.

We monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

In preparing for this article, I excluded dividend increases of stocks not in the latest available Dividend Radar list (dated July 10, 2020). In Q2 2020, I covered dividend increases announced by 80 companies. Additionally, 15 companies announced dividend suspensions, and 34 companies decreased their dividend payment.

Thursday, July 16, 2020

Options Update: June 2020

In 2016, I added options trading to my dividend growth investing arsenal. I sell covered calls and put options and use the options income so generated to buy more dividend growth stocks. This indirectly boosts DivGro's ability to generate dividend income!

Every month, I write and Options Update article to summarize my options trades and to keep track of DivGro's options income.

After a few quiet months, my options trading activity has picked up again, and I'm happy to report that in June I collected more than $4,000 in options income. While this helps a bit, I'm still in a deep hole and it remains highly unlikely that I will achieve my 2020 goal of collecting at least $24,000 in options income.

Tuesday, July 14, 2020

Dividend Changes: July 4-10, 2020

This weekly article series covers dividend changes, including dividend increases and dividend cuts or suspensions.

A summary table provides relevant data and key statistics of dividend increases.

We include a table of ex-dividend dates for the next two weeks and we highlight an interesting candidate.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Sunday, July 12, 2020

Monthly Review Of DivGro: June 2020

Once a month, I review my portfolio of dividend growth [DG] stocks, DivGro. I present details of any buys or sells, and I 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 June, I opened one new position and added shares to eight existing positions. Five DivGro stocks announced dividend increases in June, but I also suffered a dividend cut. The net result of these changes is that PADI increased by about 6.0% in June. Year over year, PADI increased by about 27%.

As for dividend income, in June I received dividends totaling $4,000 from 46 stocks in my portfolio, a year over year increase of 13%. So far in 2020, I've collected $14,112 in dividends or about 52% of my 2020 goal of $27,000.

Tuesday, July 7, 2020

Dividend Changes: June 27-27, 2020

This article series provides a weekly summary of dividend changes, including dividend increases and dividend cuts or suspensions.

We include a summary table that provides relevant data and key statistics of dividend increases. We also include a table of ex-dividend dates for the next two weeks and highlight an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Sunday, July 5, 2020

Spotlight on James Marino Jr of Portfolio Insight

I now use Dividend Radar as my main watchlist of dividend growth stocks. A weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more, Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

I'm collaborating with James Marino Sr and James Marino Jr of Portfolio Insight to produce and maintain Dividend Radar, a free resource for dividend growth investors!

A few weeks ago, I published a spotlight article on James Marino Sr. In this article, I'm shining the spotlight on James Marino Jr. We both have backgrounds in computer programming but, as you will learn from the article, Jim Jr took a very different route than I did... and while I no longer write programs for a living, I enjoy chatting with Jim Jr about what he does for a living!

Friday, July 3, 2020

The Top-Ranked Dividend Growth Stocks In The Health Care Sector

Continuing with my new series of ranking dividend growth stocks in each of the GICS sectors, this article takes a look at the Health Care Sector. To rank dividend growth stocks, I sort them by decreasing quality scores as determined by DVK Quality Snapshots. Then I provide quality indicators, key metrics, and fair value estimates for the top-10 ranked dividend growth stocks in the Health Care sector.

This article series stems from a suggestion by a reader, who commented on an article I wrote that presented the three top-ranked dividend growth stocks in each of the GICS sectors. I previously covered the Industrials and Consumer Staples sectors.

Tuesday, June 30, 2020

Dividend Changes: June 20-26, 2020

In this article series, we provide a weekly summary of dividend increases, suspensions, and cuts. A summary table provides relevant data and key statistics for dividend increases.

We also include a table of ex-dividend dates for the next two weeks and we highlight an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Monday, June 29, 2020

10 Dividend Growth Stocks For June 2020

In my monthly series of 10 Dividend Growth Stocks, I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration.

To rank stocks, I use DVK Quality Snapshots to obtain quality scores and break ties by considering additional metrics.

This month, I'm presenting stocks yielding at least 3% that are trading below fair value.

Thursday, June 25, 2020

Top Holdings Of Dividend ETFs (Part 3: Hidden Gems In June 2020)

Part 1 of this article presented the top 50 holdings of 47 dividend-paying ETFs, ranked by using a proportional scoring system that favors larger investments and larger ETFs. Part 2 presented the top 7 stocks in each GICS sector, providing investors who want to diversify their portfolio with potential candidates to consider.

In Part 3, I'm showcasing high-quality stocks not ranked in the top 50. These are hidden gems that contrarian investors may find interesting, who seek investment opportunities outside the prevailing sentiment of the time.

Tuesday, June 23, 2020

Dividend Changes: June 13-19, 2020

This weekly article series covers dividend changes. A summary table provides relevant data and key statistics of dividend increases.
The article includes a section listing dividend cuts and suspensions. It also includes a table of ex-dividend dates for the next two weeks and highlights an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Saturday, June 20, 2020

Expired Options (June 2020)

After options expiration day, I like to post an article to summarize expirations and any actions I took prior to the expiration day. I also like to present potential replacement trades for the expired options.

I had several options that expired on Friday, 19 June. Most were deep out of the money, meaning I didn't really need to take any protective actions to avoid assignment.

As usual, I'll report on my other options trades in an upcoming article.

Top Holdings Of Dividend ETFs (Part 2: The Top 7 By Sector In June 2020)

In Part 1 of this article, I presented the top 50 holdings of dividend ETFs, ranked by using a proportional scoring system that favors larger investments and larger ETFs.

The top-ranked stock in June 2020 is Apple (AAPL), followed by Microsoft (MSFT) and Verizon Communications (VZ).

The top holdings are not distributed evenly among the 11 GICS sectors. For example, the Information Technology sector has 11 representatives in the top 50 holdings, whereas the Materials sector has none. For investors looking to build a diversified portfolio, an uneven distribution is not very helpful. That's why I'm showcasing the top seven stocks in each GICS sector in Part 2 of this article, regardless of ranking.

Tuesday, June 16, 2020

Top Holdings Of Dividend ETFs (Part 1: The Top 50 In June 2020)

Compiling a list of the top holdings of Dividend ETFs is insightful. It helps me to identify candidates for further analysis and possible investment.

When I compare my portfolio to the top holdings of Dividend ETFs, I first notice stocks I don't (yet) own. Perhaps I've considered them before and decided not to invest at the time, or perhaps I've never even taken a detailed look. Invariably, I ask the question: if these stocks are so popular, why don't I own them?

The compilation is interesting in another way, too. The top holdings are not distributed evenly among the 11 GICS sectors. For example, the Information Technology sector has 11 representatives in the top 50 holdings, whereas the Materials sector has none. For investors looking to build a diversified portfolio, an uneven distribution is not very helpful. That's why I'll present the top 7 stocks in each GICS sector in Part 2 of this article, regardless of ranking.

In Part 3, I'll showcase high-quality stocks not covered in Part 1 and Part 2 of this article. I consider such stocks to be hidden gems. They may be of interest to contrarian investors who seek investment opportunities outside the prevailing sentiment of the time.

Monday, June 15, 2020

Dividend Changes: June 6-12, 2020

This article series provides a weekly summary of dividend changes. We provide a summary table of relevant data and key statistics of dividend increases and list dividend cuts and suspensions.

We also provide a table of ex-dividend dates for the next two weeks and highlight an interesting candidate for your consideration.

We now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Saturday, June 13, 2020

Options Update: May 2020

Welcome to another edition of Options Update, a monthly article series in which I summarize options trades and keep track of DivGro's options income.

My options activity has quieted down significantly since the Covid-19 pandemic struck, and May was no exception. It is not that there are fewer opportunities; rather, I've been working from home and consumed with other activities that have kept me away from my usual routine. We'll see how it goes in the next month or so!

I've dug myself into a hole and it remains highly unlikely that I will achieve my 2020 goal of collecting at least $24,000 in options income.

Thursday, June 11, 2020

Home Run Number 20

Ten months ago I celebrated my 19th home run, a designation I give to stocks in my portfolio that crosses the 100% mark in total returns.

My last home run was Xcel Energy (XEL), a Dividend Contender with a streak of 17 consecutive years of higher dividend payments.

Given the current market conditions, it is perhaps surprising to report a new home run stock. But the stock that doubled my initial investment is one that has done particularly well and even strengthened its position during the pandemic.

This article presents my 20th home run stock, a list of previous home runs, and shortlist of home run contenders.

Wednesday, June 10, 2020

Dividend Changes: May 30-June 5, 2020


This article series provides a weekly summary of dividend increases, cuts, and suspensions. We provide a summary table of relevant data and key statistics of dividend increases. We also list dividend cuts and suspensions.

The article concludes with a table of ex-dividend dates for the next two weeks and we highlight an interesting candidate.

I now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

Monday, June 8, 2020

Monthly Review Of DivGro: May 2020

Every month, I write a review of my portfolio of dividend growth stocks, DivGro. I present details of any buys or sells, and I provide a summary of dividends collected. I also consider the impact on DivGro's projected annual dividend income (PADI).

In May, I opened one new position and added shares to three existing positions. Four DivGro stocks announced dividend increases in May. Unfortunately, the pandemic finally impacted my portfolio, as three stocks suspended their dividends and one of my closed-end funds cut its distribution. The net result of these changes is that PADI decreased by about 1.6% in May. Year over year, PADI increased by 12.8%.

As for dividend income, in May I received dividends totaling $1,536 from 20 stocks in my portfolio, a year over year decrease of 7%. So far in 2020, I've collected $10,112 in dividends or about 37% of my 2020 goal of $27,000.

Friday, June 5, 2020

The Top-Ranked Dividend Growth Stocks In The Consumer Staples Sector

While the stock market has recovered much of the losses suffered in late February and March, the economic impact of the COVID-19 pandemic remains significant. Nearly 40 million Americans have filed unemployment claims in April and May, and GDP numbers will soon show the largest contraction since the Great Depression. In my view, it is crucial for dividend growth investors to focus on quality even more than before!

In April, I presented the three top-ranked dividend growth stocks in each of the GICS sectors. Following a reader's suggestion, I decided to start a new series of articles ranking dividend growth stocks in each GICS sector by quality score. The first article presented the top-ranked Industrials.

This article presents the ten top-ranked dividend growth stocks in the Consumer Staples sector.

Wednesday, June 3, 2020

Spotlight on James Marino Sr of Portfolio Insight

Regular readers may have noticed that I now use Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

I'm collaborating with James Marino Sr and James Marino Jr of Portfolio Insight to produce and maintain Dividend Radar, a free resource for dividend growth investors!

In this article, I'm shining the spotlight on James Marino Sr. We share a passion for do-it-yourself dividend growth investing and co-authored a Seeking Alpha article to introduce Dividend Radar.

Tuesday, June 2, 2020

Dividend Changes: May 23-29, 2020

This article series provides a weekly summary of dividend changes.
We provide a summary table of relevant data and key statistics of dividend increases. We also list dividend cuts and suspensions.

The article concludes with a table of ex-dividend dates for the next two weeks and we highlight some interesting candidates.

I now monitor dividend change announcements for stocks listed in Dividend Radar, a weekly auto-generated spreadsheet of stocks with dividend streaks of five years or more. Dividend Radar provides up-to-date fundamentals and added value data, including total trailing returns, a fair value indicator, and trailing dividend growth rates.

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