Wednesday, April 29, 2020

Dividend Increases: April 18-24, 2020

This article series covers dividend increase announcements. I monitor dividend increases for stocks in the Dividend Champions List [CCC list] and provide a summary for my readers.

Last week, ten companies in the CCC list announced dividend increases, including one of the stocks I hold in my portfolio.

Unsurprisingly, not a single company announced a double-digit percentage increase!

Following requests from readers, I've added a section covering Covid-19 related Dividend Cuts and Suspensions.

Tuesday, April 21, 2020

Dividend Increases: April 4-17, 2020

This article series covers dividend increase announcements. I monitor dividend increases for stocks in the Dividend Champions List [CCC list] and provide a summary for my readers.

In the past two weeks, eight companies in the CCC list announced dividend increases.

None of the companies announced double-digit percentage increases, perhaps not surprising given the uncertainty in the markets due to the COVID-19 pandemic.

Saturday, April 18, 2020

Quarterly Review of DivGro: Q1 2020

Welcome to the 29th 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.

DivGro generated more than $6,550 of dividend income this quarter and I'm projecting dividend income of at least $7,610 per quarter going forward.

Monday, April 13, 2020

The Top-Ranked Dividend Growth Stocks By Sector

The COVID-19 pandemic has ended the 11-year bull market and stock prices have dropped precipitously. These are troubling times, but Trouble is Opportunity. Many high-quality dividend growth stocks that traded at premium valuations just two months ago are available at discounts now!

This article presents the three top-ranked dividend growth stocks in each of the GICS sectors. For each stock, I provide quality indicators, key metrics, and fair value estimates. I also provide charts showing how each of these stocks performed since 19 February when the S&P 500 closed at an all-time high of 3,386.15.

I consider dividend growth stocks to be stocks with increasing dividend payouts in each of the past five years. The Dividend Champions list covers such stocks listed on U.S. exchanges.

Friday, April 10, 2020

I Now Own Raytheon Technologies

On Monday, 30 March 2020, Raytheon (RTN) and United Technologies (UTX) announced that they've received the necessary regulatory approvals for their all-stock merger of equals.

The merger closed prior to the opening of trading on Friday, 3 April 2020, and United Technologies was renamed Raytheon Technologies (RTX).

The last full day of trading in the shares of RTN was Thursday, 2 April 2020, after which each share of RTN was converted into 2.3348 RTX shares. The first day of trading for RTX shares was Friday, 3 April 2020.

This article provides a summary of the conversion and details of my first RTX trade.

Thursday, April 9, 2020

Summary Of Dividend Increases In Q1 2020

In this article, I summarize the dividend increases announced in the first quarter of 2020 (Q1 2020), as covered in my weekly Dividend Increases article series. In these articles, I cover dividend increases announced for dividend growth stocks in the Dividend Champions List [CCC list].

In preparing for this article, I excluded dividend increases of stocks not in the latest available CCC list (dated 03/31/19). I covered dividend increases announced by 266 companies in Q1 2020.

Wednesday, April 8, 2020

Monthly Review Of DivGro: March 2020

Once a month, I review my portfolio of dividend growth 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 March, I opened one new position and added shares to seven existing positions. Seven DivGro stocks announced dividend increases in March. The net result of these changes is that PADI increased by about 11.2% in March. Year over year, PADI increased by 16.5%.

As for dividend income, in March I received dividends totaling $3,445 from 44 stocks in my portfolio, a year over year increase of 7%. So far in 2020, I've collected $7,013 in dividends or about 26% of my 2020 goal of $27,000.

Tuesday, April 7, 2020

Dividend Increases: March 28-April 3, 2020

This weekly article series covers dividend increase announcements. I monitor dividend increases for stocks in the Dividend Champions List [CCC list] and provide a summary for my readers.

Last week, three companies in the CCC list announced dividend increases.

One of the companies announced a double-digit percentage increase!

Monday, April 6, 2020

10 Dividend Growth Stocks For April 2020

In my monthly series of 10 Dividend Growth Stocks, I rank a subset of the Dividend Champions [CCC] list and present the top 10 top-ranked stocks for consideration.

The CCC list contains about 850 dividend growth [DG] stocks trading on U.S. exchanges that have paid higher dividends for at least five consecutive calendar years. An accompanying spreadsheet provides valuable data and is updated monthly by SA author Justin Law.

This month I decided to rank high-yielding, high-quality CCC stocks trading at least 10% below my fair value estimates. I use DVK Quality Snapshots to assess the quality of dividend stocks.

Wednesday, April 1, 2020

Expired Options (March 2020)

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

The previous options expiration day was 20 March.

I had several open options trades that were due to expire and, because of the market action due to Covid-19 concerns, most of them were deep in the money. This means I had to take protective action to avoid options assignment.

As usual, I'll report on my other options trades in an upcoming article, but let's look at those I executed to avoid assignments.

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