Sunday, July 25, 2021

Monthly Review Of DivGro: June 2021

Every month, I review my portfolio of dividend growth stocks, DivGro. My goal is to share updates and provide a summary of the dividends I collected. I also monitor DivGro's projected annual dividend income (PADI) and its monthly counterpart, PMDI. 

In June, I added a position due to a spinoff and reduced my holdings in one position. Five DivGro stocks announced dividend increases in June. The net result of these changes is that PADI decreased by about 0.3% in June. Year over year, PADI increased by 10.3%.

As for dividend income, in June I received dividends totaling $5,308 from 47 stocks in my portfolio, a new record for monthly income! So far in 2021, I've collected $18,417 in dividends or about 53% of my 2021 goal of $34,500.

Saturday, July 24, 2021

Home Run Number 37

I announced DivGro's 36th Home Run less than two weeks ago, and here I'm back announcing another home run!

Recall that I call any stock in my portfolio that has doubled my original capital outlay in total returns, a Home Run. It's a fun milestone to celebrate and I love writing these articles! 

As a dividend growth investor, I have a reasonable expectation that the majority of the stocks in my portfolio will someday reach home run status. Dividend growth investing is a long term strategy, and the longer I'm invested in a stock, the higher is the likelihood that it will double my original capital outlay!

Options Update: June 2021 (Part 2)

As I mentioned in the introduction to Part 1 of June's Options Update, I've fallen behind on updating readers about my options trading activity. I've decided to skip June and July's Expired Options articles and rather capture all the details of June's trades and expirations in this two-part article.  

In Part 1, I covered assignments, expirations, and closed options, and provided a listing of options expiring in the next two months. June turned out to be a great month with lots of expirations, allowing me to secure $3,744 in options income. Additionally, I closed four options early, securing an additional $652 in options income. 

In Part 2, I'm covering rolled options and put options trades that generated income in June. 

Friday, July 23, 2021

Options Update: June 2021 (Part 1)

I've fallen behind on updating readers on my options trades. Work obligations and family matters have made it hard to keep up, so I'm foregoing June and July's Expired Options articles. But here, finally, is June's Options Update article!

In May I added only $501 to my options income tally, bringing the year-to-date total to $5,177. Given my goal of collecting $24,000 in 2021, this put me far behind the pace needed to achieve my options income goal.  

Fortunately, June was a great month and I made up some lost ground! In Part 1, I'll cover assignments, expirations and closed options, and I'll provide a listing of options expiring in the next two months. Part 2 will cover rolled options and put options trades that generated income in June. 

Thursday, July 22, 2021

7 Best Financials Sector Dividend Stocks

In this article series, I present the top-ranked dividend growth stocks in each GICS sector. My watch list for candidates is Dividend Radar, a list of stocks trading on U.S. Exchanges with dividend increase streaks of at least five years. The list is updated and published every Friday and is available for download here. The latest edition (dated July 16, 2021) contains 762 stocks, 267 of which are in the Financials sector.

Sector diversification is one of the ways to mitigate portfolio risk. Investing in different sectors recognizes the fact that some sectors perform better than others in different economic conditions.

This article presents the seven top-ranked dividend growth stocks in the Financials sector.

Wednesday, July 21, 2021

Dividend Increases: July 10-16, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet we update and publish for free every Friday. The spreadsheet provides key data of stocks with dividend streaks of five years or more. The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

In the past week, fourteen companies in Dividend Radar announced dividend increases, including two of the stocks I hold in my portfolio. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

The article focuses on one of the companies that increased its dividend, providing several charts from Portfolio Insight and a fair value estimate for the stock. 

Tuesday, July 20, 2021

Upcoming Ex-Dividend Dates: July 20-August 2, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

I co-produce this article series with James Marino Sr. of Portfolio Insight.

Sunday, July 18, 2021

10 Dividend Growth Stocks For July 2021

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 determine quality scores and sort those in descending order, breaking ties with additional metrics.

This month,
 I screened for stocks in Dividend Radar with quality scores above 18 and offering a 5-year Yield on Cost (YoC) of at least 4.0%.

Wednesday, July 14, 2021

Home Run Number 36

After just more than two months, I'm happy to announce another home run, DivGro's 36th!

The stock that just doubled my original capital outlay has delivered annualized returns of 51% over just less than two years of ownership. I'd be very happy if all my investments returned even half of that rate on an annualized basis!

I notice that another stock in my portfolio is on the brink of attaining home run status, so expect another one of these posts soon!

Tuesday, July 13, 2021

7 Best Energy Sector Dividend Stocks

As a dividend growth investor, I look to diversify my portfolio by investing in different sectors. Doing so helps to mitigate risk. Some sectors perform better than others in different economic conditions.

Since we don’t know which sectors will outperform the S&P 500 this year and in future years, it is sensible to consider investing in different sectors. 

In this article series, I present the top-ranked dividend growth stocks in each GICS sector. My watch list for candidates is Dividend Radar, a list of stocks trading on U.S. Exchanges with dividend increase streaks of at least five years. The list is updated and published every Friday and is available for download here. The latest edition (dated July 2, 2021) contains 761 stocks and 22 Energy sector stocks. 

This article presents the seven top-ranked dividend growth stocks in the Energy sector.

Monday, July 12, 2021

Dividend Increases: July 3-9, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet of stocks with dividend streaks of five years or more. Readers are invited to download the spreadsheet for free. The Dividend Radar spreadsheet separates stocks into categories based on the length of the streak: Champions (25+ years), Contenders (10- 24 years), and Challengers (5-9 years).

This past week, three companies in Dividend Radar declared dividend increases. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

The article focuses on one of the companies that increased its dividend, providing several charts from Portfolio Insight and a fair value estimate for the stock. 

Sunday, July 11, 2021

Upcoming Ex-Dividend Dates: July 13-26, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more. We cover ex-dividend dates for the next two weeks.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. To receive the next dividend, be sure to buy a stock before its ex-dividend date! If you buy the stock on or after the ex-dividend date, the seller will receive the next dividend.

Thursday, July 8, 2021

Dividend Increases: June 26-July 2, 2021

We monitor dividend changes of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing stocks with dividend streaks of five years or more. 

The Dividend Radar spreadsheet separates stocks into categories based on the length of the streak: Champions (25+ years), Contenders (10- 24 years), and Challengers (5-9 years).

This week, four companies in Dividend Radar announced dividend increases. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period. 

Tuesday, July 6, 2021

7 Dividend Growth Stocks For July 2021

This article is the first in a new monthly series on TheStreet.com that will rank selections of Dividend Radar stocks and present seven top-ranked stocks for consideration. Dividend Radar tracks stocks trading on U.S. exchanges with dividend increases streaks of five years or more.

To rank stocks, I’ll use DVK Quality Snapshots to determine quality scores and tie-breaking metrics when necessary. DVK Quality Snapshots employs five widely used quality indicators from independent sources and assigns 0-5 points to each quality indicator, for a maximum of 25 points.

Each month, I’ll consider different screens to narrow down the more than 750 Dividend Radar stocks. Screens will focus on various aspects of dividend growth investing, such as dividend yield, dividend growth rate, and stock valuation.

Upcoming Ex-Dividend Dates: July 6-July 19, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

I co-produce this article series with James Marino Sr. of Portfolio Insight.

Saturday, July 3, 2021

7 Best Consumer Staples Sector Dividend Stocks

In June, I started a new article series to present the top-ranked dividend growth stocks in each GICS sector. The first article introduced the best dividend growth stocks in the Communication Services sector, while the second article presented the best in the Consumer Discretionary sector. 

Today, we’ll consider dividend growth stocks in the Consumer Staples sector. The Consumer Staples sector contains companies that provide essential products, such as food, beverages, and household items. These are products that individuals are either unwilling or unable to cut from their budgets even in times of financial hardship. The Consumer Staples sector typically outperforms the market during recessions and economic downturns. For this reason, stocks in this sector are defensive stocks.

Friday, July 2, 2021

Top Holdings Of Dividend ETFs (Part 2a: The Top Defensive Sector Stocks)

In Part 1 of this article, I presented the top 50 holdings of dividend ETFs. The top holdings in May 2021 are Apple (AAPL), Microsoft (MSFT), and Johnson & Johnson (JNJ). 

The top holdings are not distributed evenly among the eleven GICS sectors. For example, the Information Technology sector has nine representatives in the top 50 holdings, whereas the Materials sector has only one. 

For investors looking to build a diversified portfolio, an uneven distribution across sectors is of little use. In Part 2 of this article, I'm presenting the top seven stocks in each GICS sector, regardless of ranking. 

Wednesday, June 30, 2021

5 Discounted Stocks With Safe Dividends

Dividend growth stocks pay higher dividends year after year. I use Dividend Radar as my primary watchlist of such stocks. Updated and published every Friday, Dividend Radar tracks stocks trading on U.S. exchanges with higher dividend payments every year for at least five years.

Simply Safe Dividends provide Dividend Safety ScoresTM that measure dividend risk over a full economic cycle. Investing in companies with Very Safe or Safe dividends would have avoided 98% of all dividend cuts since 2015.

In addition to dividend safety, I look for high-quality but undervalued stocks.

Tuesday, June 29, 2021

Dividend Increases: June 19-25, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet of stocks with dividend streaks of five years or more. Readers are invited to download the spreadsheet for free. 

This week, four companies in Dividend Radar decided to increase their dividends. There were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

The article focuses on one of the companies that increased its dividend, providing several charts from Portfolio Insight and a fair value estimate for the stock. 

Sunday, June 27, 2021

Upcoming Ex-Dividend Dates: June 29-July 12, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more. We cover ex-dividend dates for the next two weeks.

I co-produce this series with James Marino Sr. of Portfolio Insight.

The article presents a summary table of stocks going ex-dividend in the coverage period. Additionally, we screen for high-quality candidates using DVK Quality Snapshots and highlight one interesting candidate.

Saturday, June 26, 2021

Dividend Increases: June 12-18, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet of stocks with dividend streaks of five years or more. Readers are invited to download the spreadsheet for free. The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

This week, eight companies in Dividend Radar decided to increase their dividends, including three of the stocks I hold in my portfolio. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

There were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.   

Wednesday, June 23, 2021

7 Best Consumer Discretionary Sector Dividend Stocks

As a dividend growth investor, I focus on investing in stocks that pay ever-increasing dividends. I use Dividend Radar as my primary watch list of dividend growth stocks. 

Updated and published every Friday, Dividend Radar tracks stocks with dividend increase streaks of at least five years. You can download the latest copy (dated June 18, 2021) here. The newest list contains 762 stocks, 47 of which are in the Consumer Discretionary sector.

This article presents the seven top-ranked dividend growth stocks in the Consumer Discretionary sector. Only two of the stocks are discounted right now, though one is trading at about fair value.

Tuesday, June 22, 2021

Upcoming Ex-Dividend Dates: June 22-July 5, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

I co-produce this article series with James Marino Sr. of Portfolio Insight.

Saturday, June 19, 2021

I Joined Portfolio Insight!

I have some exciting news to share! 

After more than a year of fruitful collaboration, including rolling out Dividend Radar as a free resource for Dividend Growth Investors, I’ve accepted an invitation to join the Portfolio Insight team as their Product Strategist. 

Portfolio Insight is a subscription-based application for investors and the platform that automatically generates Dividend Radar. I’ve been using Portfolio Insight for more than a year, employing the application’s extensive analysis and visual tools not only to manage my DivGro portfolio, but also to prepare and publish articles on Seeking Alpha, TheStreet.com, TalkMarkets, and The DIV-Net.

Wednesday, June 16, 2021

Dividend Increases: June 5-11, 2021

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet of stocks with dividend streaks of five years or more. Readers are invited to download the spreadsheet for free. The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

This week, five companies in Dividend Radar decided to increase their dividends, including one of my DivGro holdings. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.

There were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.   

Monday, June 14, 2021

3 Dividend Kings Trading Below Fair Value

I write a weekly article for TheStreet.com

In this week's article, I looked for Dividend Kings trading below fair value. The Dividend Kings are companies that have increased their dividend payouts for at least 50 consecutive years, through economic recessions, market crashes, technological revolutions, and shifting consumer tastes. Membership of this impressive list of companies is very exclusive, with only 34 companies presently included.

This article presents three Dividend Kings trading below my fair value estimates. Based on their closing prices on Friday, June 11th, each of these stocks is trading at a discount of at least 5%.

Sunday, June 13, 2021

Upcoming Ex-Dividend Dates: June 15-28, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more. We cover ex-dividend dates for the next two weeks.

I co-produce this series with James Marino Sr. of Portfolio Insight.

The article presents a summary table of stocks going ex-dividend in the coverage period. Additionally, we screen for high-quality candidates using DVK Quality Snapshots and highlight one interesting candidate.

Thursday, June 10, 2021

7 Best Communication Services Sector Dividend Stocks

As a dividend growth investor, I focus on investing in stocks that pay ever-increasing dividends. I use Dividend Radar as my primary watch list of dividend growth stocks. 

Updated and published every Friday, Dividend Radar tracks stocks with dividend increase streaks of at least five years. You can download the latest copy (dated June 4, 2021) here. The newest list contains 764 stocks, only 15 of which are in the Communication Services sector.

This article presents the seven top-ranked dividend growth stocks in the Communications Services sector. Most of them are discounted right now. 

Wednesday, June 9, 2021

10 Dividend Growth Stocks For June 2021

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 determine quality scores and sort those in descending order, breaking ties with additional metrics.

This month,
 I screened for stocks with dividend increase streaks of at least 13 years and a 10-year trailing total return of at least 20%.

Tuesday, June 8, 2021

Dividend Increases: May 29-June 4, 2021

We monitor dividend changes of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing stocks with dividend streaks of five years or more. 

The Dividend Radar spreadsheet separates stocks into categories based on the length of the streak: Champions (25+ years), Contenders (10- 24 years), and Challengers (5-9 years).

This past week, four companies in Dividend Radar announced dividend increases and one company announced a dividend cut.  

Monday, June 7, 2021

10 Top Holdings Of High Performing Dividend ETFs

Occasionally, I compile a list of the top holdings of dividend ETFs. I find the exercise insightful, as it helps to identify dividend growth stocks for further research and possible investment.

This article presents dividend growth stocks that are top holdings of at least three of the best-performing dividend ETFs over the past five years. By top holdings, I mean the top ten stocks in each dividend ETF when ranked by percentage of assets under management.

Dividend growth stocks are stocks with a history of consistently increasing annual dividends. I like investing in dividend growth stocks because they provide a higher baseline of income year after year. A carefully compiled portfolio of dividend growth stocks can practically guarantee annual raises and hedge against inflation.

Saturday, June 5, 2021

Upcoming Ex-Dividend Dates: June 8-21, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

I co-produce this article series with James Marino Sr. of Portfolio Insight.

Wednesday, June 2, 2021

Options Update: May 2021

Welcome to my Options Update for May! 

A good month of options trading in April took me a little closer to my 
2021 options income goal of collecting $24,000 in options income, though I'll still need to collect an average of $2,416 per month to achieve it!

Unfortunately, last month's trading activity didn't help much and I collected less than $600. We'll see how it goes in June, which will bring us to the midpoint of 2021. 

Tuesday, June 1, 2021

Monthly Review Of DivGro: May 2021

Once a month, I review my portfolio of dividend growth stocks, DivGro. 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 look at how DivGro's projected annual dividend income (PADI) has changed.

In May, I added shares to one existing position and I reduced my holdings in one position. Seven DivGro stocks announced dividend increases in May. The net result of these changes is that PADI increased by about 0.2% in May. Year over year, PADI increased by 17.2%.

As for dividend income, in May I received dividends totaling $1,905 from 23 stocks in my portfolio, a year over year increase of 24%. So far in 2021, I've collected $13,109 in dividends or about 38% of my 2021 goal of $34,500.

Monday, May 31, 2021

Dividend Increases: May 22-28, 2021

We monitor dividend changes of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing stocks with dividend streaks of five years or more. 

The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

Last week, thirteen companies in Dividend Radar declared dividend increases, including two of the stocks I own. One of my stocks announced a dividend increase of 33%!

There were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.   

Sunday, May 30, 2021

Upcoming Ex-Dividend Dates: June 1-14, 2021

In this article series, we provide a summary of upcoming ex-dividend dates of stocks in Dividend Radar

Dividend Radar is a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more. You can download the latest spreadsheet here. 

I co-produce this series with James Marino Sr. of Portfolio Insight 

The article presents a summary table of stocks going ex-dividend in the coverage period. Additionally, we screen for high-quality candidates using DVK Quality Snapshots and highlight one interesting candidate.

Saturday, May 29, 2021

Top Holdings Of Dividend ETFs (Part 1: The Top 50 In May 2021)

From time to time, I compile a list of the top holdings of Dividend ETFs. I find the exercise insightful, as it helps me identify candidates for further analysis and possible investment. Stocks I don't own pique my interest, and I wonder why I don't own them if they're so popular. 

The top holdings are not distributed evenly among the eleven GICS sectors. For investors looking to build a diversified portfolio, such an uneven distribution is not helpful. In Part 2 of this article, I'll present the top 5 stocks in each GICS sector regardless of ranking. 

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

Friday, May 28, 2021

Expired Options (May 2021)

Shortly after options expiration, I try to post an article to report on expired options and any actions I took in the week leading up to options expiration. 

Sometimes, an option is at-the-money or even in-the-money, and, consequently, the risk of assignment is high. To avoid assignment, I'd need to either close the option, or roll forward the option to a later expiration date. 

This article covers the options that were scheduled to expire on 21 May. 

Thursday, May 27, 2021

7 Dividend Growth Stocks With Remarkably Consistent Earnings Growth

 As a dividend growth investor, I highly value consistent earnings growth.

Consistent earnings growth gives a company options to grow the business, pay off debts, buy back shares, or pay dividends. Of course, I'm primarily interested in dividends, so I look for consistent dividend growth in addition to consistent earnings growth.

I consider dividend growth stocks to be stocks with increasing dividend payouts in each of the past five years. Dividend Radar tracks such stocks every week and publishes a comprehensive spreadsheet, downloadable for free, every Friday.

This article presents seven dividend growth stocks with remarkably consistent earnings growth over the past ten years.

Wednesday, May 26, 2021

Dividend Increases: May 15-21, 2021

This article series provides a weekly summary of dividend changes. 

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet of stocks with dividend streaks of five years or more. Readers are invited to download the spreadsheet for free.

In the last week, ten companies in Dividend Radar declared dividend increases, including two of the stocks I hold in my portfolio. There were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.       

Tuesday, May 25, 2021

Upcoming Ex-Dividend Dates: May 25-June 7, 2021

This article series provides a summary of upcoming ex-dividend dates of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more.

I co-produce this article series with James Marino Sr. of Portfolio Insight.

The ex-dividend date of stocks is usually set one business day before the record date, the cut-off date for determining which shareholders will receive the next dividend payment. If you buy a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller will receive the next dividend. If you buy the stock before the ex-dividend date, you will receive the dividend.

7 High-Quality Dividend Growth Stocks Trading Below Fair Value

As a dividend growth investor, I invest in high-quality dividend growth stocks trading at reasonable valuations. I use DVK Quality Snapshots to assess the quality of dividend growth stocks and systematically determine fair value estimates for all the dividend growth stocks in Dividend Radar.

This article presents seven undervalued dividend growth stocks. One stock is rated Exceptional with a perfect quality score of 25, while the others are rated Excellent with quality scores of 23-24 (out of 25). Based on closing prices on Monday, 24 May, these stocks are available at discounts of 1%-19% to my fair value estimates.

Thursday, May 20, 2021

Dividend Increases: May 8-14, 2021

We monitor dividend changes of stocks in Dividend Radar, a weekly automatically generated spreadsheet listing stocks with dividend streaks of five years or more. The Dividend Radar spreadsheet separates stocks into categories three categories: Champions (with increase streaks of 25+ years), Contenders (10-24 years), and Challengers (5-9 years).

Last week, 10 companies in Dividend Radar declared dividend increases, including one of the stocks I own. There were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.   

Wednesday, May 19, 2021

3 Dividend Aristocrats Trading Below Fair Value

As mentioned last week, I decided to accept an invitation to write for TheStreet.com

I'm hoping to post at least one article per week at TheStreet.com. Hopefully, readers that don't want to become Seeking Alpha subscribers will continue to find value in my work.

To be sure, I'll continue to publish some articles exclusively on Seeking Alpha. For example, my monthly 10 Dividend Growth Stocks series will appear exclusively on Seeking Alpha. I'll also continue to post my weekly Dividend Increases and Upcoming Ex-Dividend Dates series on Seeking Alpha. So, if you want to read those series, you'll need to sign up for a Seeking Alpha subscription. 

Monday, May 17, 2021

Monthly Review Of DivGro: April 2021

Once a month, I review my portfolio of dividend growth stocks, DivGro. 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 look at how DivGro's projected annual dividend income (PADI) has changed.

This is a special edition of my monthly review articles: the 100th review article since I embarked on this journey in January 2013!

It's been an incredible journey, and I feel fortunate when looking back over 100 months of dividend growth investing! The markets have cooperated nicely, allowing me to build a competent dividend income-generating machine that should deliver at least $2,825 every month, on average, in perpetuity. 

Upcoming Ex-Dividend Dates: May 18-31, 2021

In this article series, James Marino Sr. of Portfolio Insight and I
provide a summary of upcoming ex-dividend dates of stocks in Dividend Radar

Dividend Radar is a weekly automatically generated spreadsheet listing dividend growth stocks with dividend streaks of five years or more. You can download the latest spreadsheet here. 

The article presents a summary table of stocks going ex-dividend in the coverage period. Additionally, we screen for high-quality candidates using DVK Quality Snapshots and highlight one interesting candidate.

Saturday, May 15, 2021

Options Update: April 2021

Welcome to my Options Update for April! 

After reporting solid gains in my March update, I determined that I would have to collect $21,783 in options income in the 9 remaining months of 2021 to achieve my 2021 options income goal. That's an average of $2,420 per month. 

Well, I'm happy to say that with April's activity, I managed to collect $2,458 in options income. Not surprisingly, there are many transactions to report in this article!

Friday, May 14, 2021

The Top-Ranked Dividend Growth Stock In Each GICS Sector

I decided to accept an invitation to write for TheStreet.com

While I'll continue to publish some articles exclusively on Seeking Alpha, a recent change in their business model limits the number of free articles readers can access without subscribing.

My first article on TheStreet.com presents the top-ranked dividend growth stock in each GICS sector. The article also presents my approach to finding high-quality dividend growth stocks and explains how I approach stock valuation.

Thursday, May 13, 2021

10 Dividend Growth Stocks For May 2021

Every month, I rank a selection of dividend growth stocks in Dividend Radar and present the 10 top-ranked stocks for consideration. I determine quality scores using DVK Quality Snapshots and sort those in descending order to rank the stocks, breaking ties with additional metrics.

This month, I screened for investment-grade stocks that would have doubled your investment in three years, based on their 5-year trailing total returns. These are remarkable stocks, of course, but none of them trades at a discounted valuations. 

Wednesday, May 12, 2021

Dividend Increases: May 1-7, 2021

This article series provides a weekly summary of dividend changes. 

We monitor dividend announcements for stocks in Dividend Radar, a spreadsheet of stocks with dividend streaks of five years or more. Readers are invited to download the spreadsheet for free. The Dividend Radar spreadsheet separates stocks into categories based on the length of the streak: Champions (25+ years), Contenders (10- 24 years), and Challengers (5-9 years).

In the last week, 23 companies in Dividend Radar decided to increase their dividends, including one of the stocks I hold in my portfolio. Note there were no dividend cuts or suspensions announced for Dividend Radar stocks during this period.         

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