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Thursday, October 22, 2020

Dividend Aristocrats In The Cyclical Sectors

The S&P 500 Dividend Aristocrats Index is a list of 65 S&P 500 companies with dividend increase streaks of 25 or more years. 

Recently, I used DVK Quality Snapshots and tie-breaking metrics to rank all 65 Dividend Aristocrats. In one article, I presented 21 Dividend Aristocrats classified as defensive stocks, and in another article, I presented 20 Dividend Aristocrats from the so-called sensitive sectors. 

This article presents the final 24 Dividend Aristocrats, this time from the cyclical sectors: Consumer Discretionary, Financials, Materials, and Real Estate.

An upcoming article will wrap up the series with observations about portfolio management and diversification. I will also provide a spreadsheet containing key metrics and fair value estimates of all the Dividend Aristocrats.

This article is the third in a series that covers the Dividend Aristocrats, a list of S&P 500 companies that have increased their dividends for at least 25 consecutive years. Currently, there are 65 Dividend Aristocrats. 

The first article covered Dividend Aristocrats in the defensive sectors: Consumer Staples, Health Care, and Utilities, while the second article covered Dividend Aristocrats in the sensitive sectors: Communication Services, Energy, Industrials, and Information Technology.

Stocks in the cyclical sectors are closely tied to the ups and downs of the economy. When the economy is thriving, companies in cyclical sectors do well because unemployment is low and wages are increasing. In downturns, though, companies in cyclical sectors tend to struggle as consumers are less confident about the future.

To read about Dividend Aristocrats in the cyclical sectors, please read this article at Seeking Alpha.

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