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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 ACcompany 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.