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.         

Tuesday, May 11, 2021

Upcoming Ex-Dividend Dates: May 11-24, 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 present a summary table with relevant data and key statistics, including the next payout and pay date. Additionally, we highlight a high-quality stock with an upcoming ex-dividend date. 

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

Monday, May 10, 2021

Home Run Number 35

Its been three months since I reported my last home run for DivGro,  Lowe's Companies, Inc (LOW), a stock that delivered total returns at an impressive annualized rate of 34%!

Today, I'm reporting DivGro's 35th home run stock, one with even more impressive annualized returns of 57%! I first invested in this company in February 2019, so the stock doubled my original capital outlay in just less more than two years!

I see another stock on the brink of attaining home run status, so I look forward to reporting another home run soon!

Friday, May 7, 2021

Portfolio Target Weights

For a long time, I've considered a full position in my DivGro portfolio to be about 1% of total portfolio value

With fewer than 100 individual positions in my portfolio, the approach seemed reasonable. It allowed some positions to grow to 3% or more while others remained smaller than 1%, as I frequently invested as little as 0.25% when establishing new positions. 

In this article, I'm presenting a new approach I've adopted for DivGro, one that determines target weights based on various factors, including the quality and valuation of individual positions.  

Tuesday, May 4, 2021

Dividend Increases: April 24-30, 2021

May the 4th be with you! 

Last week, no fewer than 31 stocks in Dividend Radar announced dividend increases. This article provides a summary table with relevant data and key statistics of dividend increases and I highlight one of the stocks, presenting performance, valuation, and earnings charts.

I monitor dividend increase announcements to find candidates for investment and to update the dividend payouts of stocks I own.                  

Monday, May 3, 2021

Upcoming Ex-Dividend Dates: May 4-17, 2021

In this article series, we provide 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.

We present a summary table with relevant data and key statistics, including the next payout and pay date. Additionally, we screen for high-quality candidates using DVK Quality Snapshots and highlight one interesting candidate.

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