Sunday, May 31, 2020

2,707 Days

Yesterday, 30 May 2020, marked 2,707 days since I started my DivGro journey! 2,707 days is seven years and 151 days.

But those are not the numbers this short post will focus on. Rather, I want to celebrate the milestone of reaching two million page views! 

I wrote about crossing one million page views in December 2017, after blogging for about 1,800 days. That was article #585 and I averaged 555 page views per day at the time. This is article #953 and I'm now averaging about 738 page views per day since DivGro's inception.

Saturday, May 30, 2020

10 Dividend Growth Stocks For May 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 high-quality stocks with favorable Chowder numbers trading below fair value.

Thursday, May 28, 2020

Covid-19 Cuts

The stock market somewhat recovered from the carnage it experienced in late February and March. After the S&P 500 closed at a record high of 3,386.15 on 19 February 2020, the index dropped as low as 2,191.86 (about 35%) before making its comeback. Today, the S&P 500 is trading above 3,000 again!

While my DivGro portfolio also recovered nicely, I've suffered some dividend cuts and suspensions in May.

Walt Disney (DIS) decided to forgo its first semi-annual dividend payment and one of my funds, Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO), cut its distribution by 21%. Unfortunately, two more DivGro holdings announced suspensions of their dividends last week.

In this article, I will share my current thinking about these cuts and suspensions and the actions I'm likely to take.

Wednesday, May 27, 2020

Dividend Changes: May 16-22, 2020

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

I 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.

A summary table provides relevant data and key statistics of dividend increases. We also list dividend cuts and suspensions and provide a table of ex-dividend dates for the next two weeks.

Monday, May 25, 2020

Options Update: March and April 2020

I somehow missed writing an Options Update article in March, so this one covers options trades I executed in the past two months.

The novel coronavirus (Covid-19) continues to challenge us and the economy is taking a massive beating. Volatility remains high but has actually decreased since March.

It remains highly unlikely that I will achieve my 2020 goal to collect at least $24,000 in options income. I'm in a hole at this point, meaning I'd have to collect more than $24,000 in about eight months to achieve my options income goal...

Monday, May 18, 2020

Dividend Changes: May 9-15 2020

This weekly article series provides a summary of dividend changes.

I 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.

A summary table provides relevant data and key metrics of companies that announced dividend increases. A section on recent dividend cuts and suspensions also is included.

Saturday, May 16, 2020

A New Dividend Champions, Contenders, and Challengers list with Actionable Added Value Metrics

This article was co-produced with James Marino Sr of Portfolio Insight.

Dividend Radar is an automatically generated version of Dividend Champions, Contenders, and Challengers. We use a rules-based and automated system to create and maintain the list using verified, broker-grade data. The approach ensures greater accuracy and consistency than otherwise would be possible. Moreover, a comprehensive and up-to-date list can be generated more frequently, bringing significant benefits to active dividend investors.

Our plan is to publish weekly on Friday as a free resource for dividend investors.

Wednesday, May 13, 2020

Dividend Increases: May 2-8, 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. As a bonus, the article includes ex-dividend dates for the next two weeks.

Last week, 14 companies in the CCC list announced dividend increases, including one of the stocks I hold in my portfolio. Only one announced increase topped 10%.

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

Sunday, May 10, 2020

Monthly Review Of DivGro: April 2020

Welcome to the monthly review of DivGro, my portfolio of dividend growth stocks. I provide a summary of transactions and dividends received in the past month. I also consider the impact on DivGro's projected annual dividend income (PADI).

In April, six DivGro stocks announced dividend increases. Additionally, United Technologies and Raytheon merged to form Raytheon Technologies (RTX), and the new company declared its first dividend. I was happy to see that my dividend payment increased as a result of this merger! The net result of these changes is that my PADI increased by about 0.1% in April. Year over year, PADI increased by 16.9%.

As for dividend income, in April I received dividends totaling $1,563 from 23 stocks in my portfolio, a year over year increase of 35%. So far in 2020, I've collected $8,576 in dividends or about 32% of my 2020 goal of $27,000.

Wednesday, May 6, 2020

Dividend Increases: April 25-May 1, 2020

In this article series, I provide a weekly summary of dividend increases.

I monitor dividend increases for stocks in the Dividend Champions List [CCC list] and provide a summary for my readers. As a bonus, the article includes ex-dividend dates for the next two weeks.

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

Last week, eight companies in the CCC list announced dividend increases, including two of the stocks I hold in my portfolio. Two announced increases topped 10%.

Monday, May 4, 2020

The Top-Ranked Dividend Growth Stocks In The Industrials Sector

The COVID-19 pandemic has ended the 11-year bull market and initiated a global recession. For dividend growth investors, the landscape is significantly different than just a few months ago. In my view, it is crucial to focus on quality even more than before. And an extra dose of risk assessment wouldn't hurt, either!

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

This article presents the ten top-ranked dividend growth stocks in the Industrials sector. For each stock, I provide quality indicators, key metrics, and fair value estimates. To rank dividend growth stocks, I sort them by decreasing quality scores as determined by DVK Quality Snapshots.

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