36 Dividend Increases: October 23-27, 2017 (Part 1: Financials)

Companies that regularly raise their dividend payments show confidence in future earnings growth potential.

Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis.

Last week, 36 companies on my watch list announced dividend increases. Part 1 covers dividend increases of Financials sector stocks and includes one of the stocks I own. Part 2 will cover Energy and Real Estate sector stocks that announced dividend increases last week, while Part 3 will cover dividend increases from the remaining sectors.

DivGro Pulse: October 2017

In my monthly pulse articles, I focus on strategy and monitor the health of DivGro, my portfolio of dividend growth stocks. To prepare, I update the fair value estimates for stocks in DivGro and use the information to identify undervalued stocks suitable for further investment.

I also review the recent performance of every stock to see if any of them are performing poorly. If so, I need to take appropriate action. In the near future, I'm planning to use a new tool to assess performance, so-called yield channel charts. These charts allow dividend growth investors to assess market valuation relative to historical yield patterns. Yield channels can be seen as safety zones for stock prices. As long as the stock price stays within the yield channel, the stock is fairly valued.

Home Run Number 9

It has been six months since I last hit a home run with DivGro. A home run describes any position in my portfolio that crosses the 100% mark in total return.

I announced my first home run in October 2014 after the San Francisco Giants beat the Kansas City Royals 3-2 in game 7 of the World Series.

Recently, the ninth stock in DivGro delivered 100% in total returns, just in time for the 2017 World Series between the Houston Astros and the Los Angeles Dodgers. I wonder how many home runs will be hit in this year's championship?

Anyway, this article is not about baseball, but about DivGro's ninth home run!

10 Dividend Increases: October 16-20, 2017

Companies can only raise their dividends regularly if earnings grow sufficiently.

Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis.

In the last week, ten companies on my watch list declared dividend increases.

Four of the ten stocks announced double-digit dividend increases!

Quarterly Review of DivGro, Q3-2017

This is the 19^th quarterly review of DivGro, my portfolio of dividend growth stocks. Soon I'll complete my fifth year of dividend growth investing (DGI).

In my Q2-2013 quarterly review, I wrote about a high adventure hike in New Mexico with my youngest son. While hiking down into a valley with heavy backpacks, I can't help but think that I'll have to climb back up again. Riding with the bulls give me a similar feeling. I can't help but think that we'll be challenged with a bear market, sooner or later.

Somehow, I feel that my DGI strategy wouldn't be fully vetted until I've survived a bear market!

With that somewhat sobering thought, let's look at what happened with DivGro in Q3-2017.

10 Dividend Growth Stocks For October 2017

David Fish maintains a list of stocks with at least five consecutive years of higher dividend payments. Colloquially called the CCC list, it contains more than 800 dividend growth stocks trading on U.S. exchanges. While the CCC list and the accompanying spreadsheet is a wonderful source for dividend growth investors, analyzing so many stocks would be nearly impossible.

My monthly 10 Dividend Growth Stocks series identifies 10 CCC stocks worthy of further research. I select stocks from the CCC list, rank them, and assign a 7-star rating to each stock. It would be too demanding to rank all the CCC stocks, so I use different screens every month to trim the CCC list to a smaller number of candidates.

With the markets trading at all-time highs, I thought it might be interesting to repeat last October's selection process, namely to focus on stocks I believe to be trading at or below fair value.

11 Dividend Increases: October 9-13, 2017

Companies that regularly increase dividends show confidence in future earnings growth potential.

One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

Recently, eleven companies on my watch list decided to increase their dividends, including two of the stocks I own.

Two stocks announced double-digit dividend increases.

Monthly Review of DivGro: September 2017

Welcome to the September review of DivGro, my portfolio of dividend growth stocks! With these monthly reviews, I share updates to my portfolio and provide a summary of dividends collected.

DivGro's projected annual dividend income (PADI) increased to $16,655, well above my 2017 goal of $14,400! One reason that I exceeded my PADI goal so early in the year is the success of my options trades, which allowed me to invest an additional $11,000 in funds into dividend growth stocks.

I just love quarter-ending months! September was another record-setting month for DivGro with dividend income totaling $2,245. This amount exceeded the previous record (June 2017) by about 8% and represents a year over year increase of about 80%!

3 Dividend Increases: October 2-6, 2017

Companies can only increase their dividends regularly if earnings grow sufficiently.

I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis.

Recently, three companies on my watch list announced dividend increases.

Options Update: September 2017

In June 2016, I started trading options for income by leveraging DivGro, my dividend growth portfolio. I sell covered calls and secured puts on dividend stocks I own or would like to own. The options income I collect flows back into DivGro, just like dividends. It provides extra cash to buy more dividend growth stocks.

I write monthly options update articles to keep track of my options trades. Each update serves as a status report on the open options and the obligations I have. I also report on new trades and I provide a running tally of DivGro's options income to date.

Through September 2017, I've collected options income totaling $18,773. Of that total, $10,135 is secured, meaning I no longer have any obligations to fulfill. That represents extra money I can use to buy dividend growth stocks.

Recent Additions To Existing Positions (Part 3)

Today I'm presenting Part 3 of Recent Additions to Existing Positions about trades I executed last week. With these trades, I'm adding shares to existing DivGro positions rather than opening new positions.

In Part 1, I discussed adding shares to two Consumer Staples stocks, CVS Health (CVS) and Walgreens Boots Alliance (WBA) — two stocks that are trading well below fair value.

Part 2 covered Valero Energy (VLO)  and Omega Healthcare Investors (OHI). VLO is an Energy sector stock yielding 3.6%, while OHI is a REIT yielding about 8%.

In Part 3 I'm presenting the final pair of additions, two Information Technology sector stocks with great growth prospects.

Recent Additions To Existing Positions (Part 2)

This is Part 2 of an article covering trades I executed last week. With these trades, I'm adding shares to existing DivGro positions rather than opening new positions.

Part 1 presented two Consumer Staples stocks, CVS Health (CVS) and Walgreens Boots Alliance (WBA). These stocks are trading well below my fair value estimates, yet both have good growth prospects and offer extremely safe dividends.

In Part 2, I'm presenting a high-yielding REIT and an Energy sector stock. Finally, Part 3 will present two Information Technology stocks with solid growth prospects.

Recent Additions To Existing Positions (Part 1)

In September's DivGro Pulse article, I identified several existing DivGro positions that I wanted to increase. This article (in three parts) presents a summary of trades I executed last week to boost these positions.

Part 1 presents two Consumer Staples stocks that have been impacted by Amazon's buying of Whole Foods and speculation that the e-commerce titan might be looking into launching a drug delivery and online pharmacy business.

Part 2 will present two more additions, one high-yielding REIT, and one Energy sector. Finally, Part 3 will present two Information Technology stocks with great growth prospects.

Except for the high-yielding REIT, these buys have a relatively small impact on DivGro's projected dividend income. But every bit helps!

Dividend Increases: September 25-29, 2017

Companies can only raise their dividends regularly if earnings grow sufficiently.

Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis.

In the past week, five companies on my watch list announced dividend increases, including one of the stocks I own.

DivGro Pulse: September 2017

I've been rather busy this month, so September's edition of my monthly pulse article series is a little later than usual.

In these pulse articles, I focus on strategy and I monitor the health of DivGro, my portfolio of dividend growth stocks. I update the fair value estimates of stocks in DivGro and use the information to identify undervalued stocks suitable for further investment.

Additionally, I review the recent performance of stocks to see if any of them are performing poorly. If so, I need to take appropriate action.

Updating the fair value estimates for every stock in my portfolio takes several hours. I perform a multi-stage Dividend Discount Model analysis, a Gordon Growth Model analysis, and an analysis of dividend safety. My final fair value estimate also considers fair value estimates and price targets available elsewhere, such as those from Morningstar, finbox.io, and S&P Capital IQ.

A Quick Reminder

On Saturday I wrote about a special subscription offered by Mike McNeil of Dividend Stocks Rock.

In the article, I reviewed Dividend Stocks Rock and shared some of the cool features being offered, including model portfolios, a stock ranking system with buy, sell, or hold recommendations, stock cards providing concise stock reviews, and a premium newsletter published twice a month.

Because the offer expires today (which happens to be my birthday!), I wanted to write this quick reminder to try out Dividend Stocks Rock before the offer expires at midnight tonight.

7 Dividend Increases: September 18-22, 2017

Companies that regularly increase dividends show confidence in the potential growth of future earnings.

I like monitoring dividend increases for stocks on my watch list of dividend growth stocks because I consider such stocks to be candidates for further analysis.

Recently, seven companies on my watch list declared dividend increases, including two of the stocks I own.

A Special Offer from Dividend Stocks Rock

I've been corresponding with Mike McNeil for a while now and his guest post How to invest $100,000 in dividend growth stocks is the most popular guest post on DivGro so far.

For those of you that don't know, Mike is the owner and portfolio manager at Dividend Stocks Rock and he authors two other blogs about dividend investing, The Dividend Guy and Dividend Monk.

In this article, I'm reviewing Dividend Stocks Rock and relaying a special subscription offer from Mike, valid only through Monday, 25 September 2017. He has a 60-day no questions asked reimbursement policy, so you have plenty of time to evaluate Dividend Stocks Rock with no risk to you.

Dividend Stocks Rock provides various tools and model portfolios for investors wanting to manage their own portfolio. Additionally, Dividend Stocks Rock offers a stock ranking system with buy, sell, or hold recommendations; stock cards providing concise stock reviews; trade alerts announcing buys and sells; and a premium newsletter published twice monthly.

10 Dividend Growth Stocks For September 2017

David Fish updates and publishes the CCC list every month. The list is a wonderful source for dividend growth investors. It contains more than 800 companies trading on U.S. exchanges with at least 5 consecutive years of increased dividend payments. The accompanying spreadsheet provides fundamental data.

With my monthly 10 Dividend Growth Stocks series, I identify 10 stocks worthy of further research. To create the list, I trim the CCC list to a manageable number of stocks, rank the trimmed list, and assign a 7-star rating to each stock.

6 Dividend Increases: September 11-15, 2017

Companies that regularly increase dividends show confidence in the potential growth of future earnings.

Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis.

This week, six companies on my watch list announced dividend increases, including one of the stocks I hold in my portfolio.

4 Dividend Increases: August 28-September 8, 2017

Companies can only increase their dividends regularly if earnings grow sufficiently.

I like monitoring dividend increases for stocks on my watch list of dividend growth stocks because I consider such stocks to be candidates for further analysis.

In the past two weeks, four companies on my watch list decided to increase their dividends, including one of the stocks I hold in my portfolio.

Monthly Review of DivGro: August 2017

Welcome to the August review of DivGro, my portfolio of dividend growth stocks! The goal of these monthly reviews is to share updates to my portfolio and to provide a summary of dividends collected.

DivGro's projected annual dividend income (PADI) increased to $15,353, which means I can expect to receive $1,279 in dividend income per month, on average, in perpetuity.

Of course, with a statement like that, I'm assuming that nothing will change! In actual fact, as a dividend growth investor, I expect the companies I've invested in to continue to pay and to increase dividends! Also, until I retire, I hope to continue to reinvest the dividends I collect... so DivGro's PADI should continue to grow through dividend growth and through compounding.

Options Update: August 2017

My goal with DivGro is to generate a reliable and growing dividend income stream. I invest mainly in quality dividend growth stocks with a track record of paying and regularly increasing dividends.

In June 2016, I started trading options to boost my income from dividends. I sell covered calls and secured puts on dividend stocks I own or would like to own. The options income I collect flows back into DivGro, just like dividends. It provides extra cash to buy more dividend growth stocks.

Through July 2017, I've collected options income totaling about $16,400. Of that total, about $8,800 is secured, meaning I no longer have any obligations to fulfill. My monthly options update serves as a status report on the open options and the obligations I have. I also report on new trades and I provide a running tally of DivGro's options income to date.

Yield Channel Charts: A Tool For Dividend Growth Investors

This article presents a tool for dividend growth investors (DGIs) called Yield Channel Charts. These charts provide a way to assess market valuation relative to a stock's historical yield patterns.

Yield channel charts are suitable for high-quality dividend growth stocks with long histories of paying higher dividends every year.

Yield channels can be seen as safety zones for stock prices. As long as the stock price remains within the yield channel, the stock can be considered fairly valued. Once the stock price moves outside the yield channel, the stock is either overvalued or undervalued relative to historical yields.

3 Dividend Increases: August 21-25, 2017

With earnings season over, only a few companies announced dividend increases this week.

This article reports on three dividend increases, including one from of my DivGro holdings.

I monitor dividend increases for stocks on my watch to identify candidates for further analysis.