Linked here is a detailed quantitative analysis of Archer Daniels Midland Company (ADM). Below are some highlights from the above linked analysis:
Company Description: Archer-Daniels-Midland Co. is one of the world's leading agribusiness concerns, with major market positions in agricultural processing and merchandising. [more]
Linked here is a detailed quantitative analysis of McDonald's Corporation (MCD). Below are some highlights from the above linked analysis:
Company Description: McDonald's Corporation is the largest fast-food restaurant company in the world, with nearly 35,000 restaurants in 119 countries. [more]
If you want to lower the risk of your income portfolio and position yourself to increase returns, you can not ignore asset allocation. Many dividend investors loaded up on banks and other high-yield financials, only to see their portfolios collapse along with the financial markets in 2008-2009. So what can you do to protect your portfolio from stock and sector specific declines? Here are some of the steps I take to help protect my portfolio: [more]
Have you ever pondered the concept of forever or infinity? It is truly mind boggling! What is even more astonishing is that when I buy a stock, my target holding period is forever. For most people, myself included, that is hard to grasp and to carry out. When things start going bad, our primal instinct of flight kicks in and we want to sell. In many cases, that is the time we should be buying. Holding a stock through an economic downturn is much easier when it pays a rising dividend. [more]
The Pocket Change Portfolio (PCP) was first introduced on September 13, 2008 as a real money dividend income portfolio funded by the "pocket change" earned from my various online endeavors. Each month I report on the portfolio's progress and dividends earned. Total dividends received during the month were $819.63. This is an increase of $480.96 from the $338.67 received in January 2013. Below are the PCP dividends received over the last 13 months... [more]
Linked here is a detailed quantitative analysis of Lockheed Martin Corp. (LMT). Below are some highlights from the above linked analysis:
Company Description: Lockheed Martin Corp., the world's largest military weapons manufacturer, is also a significant supplier to NASA and other non-defense government agencies. LMT receives about 93% of its revenues from global defense sales. [more]
Linked here is a detailed quantitative analysis of ConocoPhillips Co. (COP). Below are some highlights from the above linked analysis:
Company Description: ConocoPhillips Co. is one of the largest independent oil and gas exploration and production (E&P) companies in the world, COP spun off its downstream assets in May 2012. [more]
Morningstar defines the Communications Services sector as "Companies that provide communication services using fixed-line networks or those that provide wireless access and services. This sector also includes companies that provide internet services such as access, navigation and internet related software and services." [more]
Over time we tend grow fond of people we have a relationship with. Sometimes we grow to love them like a brother or sister; sometimes even more. In much the same way we can easily grow to love certain stocks, but this is not necessarily a good thing. It is easy to be captivated with a top performer. Everyone loves a winner. To achieve our long-term investing goals we must remove emotion from the equation. It is a recipe for disaster when we make investing decisions based on a past relationship with a stock that is contrary to the current fact pattern. [more]
Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income increased in December, extending the streak to 43 consecutive months of increases after June 2010's decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 72 of the last 74 months... [more]
Linked here is a detailed quantitative analysis of Leggett & Platt, Inc. (LEG). Below are some highlights from the above linked analysis:
Company Description: Leggett & Platt Inc. makes a broad line of bedding and furniture components and other home, office and commercial furnishings, as well as products for non-furnishings markets. [more]
Linked here is a detailed quantitative analysis of AFLAC Incorporated (AFL). Below are some highlights from the above linked analysis:
Company Description: Aflac Incorporated provides supplemental health and life insurance in Japan (80% of earnings) and the U.S. Products are marketed at work sites and help fill gaps in primary coverage. [more]
Dividend sustainability is paramount for the high-yield investor. Having a stock cut its dividend could potentially crush their income. A high-yield investor is less concerned about dividend growth than maintaining the current high-yield. Most traditional dividend growth stocks pay a moderate to low yield, thus sustainability is not enough - the investor in Dividend Growth Stocks also expects substantial and consistent growth. [more]
Ned Davis Research examined the relative performances of stocks between 1972 and 2006 and established a link between rising dividends and superior long-term returns. The study found S&P 500 stocks that consistently increased their dividends returned 10.4% total return (dividends + share price appreciation), while those that did not increase their dividends returned only 8.2%. The 2.2% advantage of the dividend raisers would equate to an additional $1,802 per $100 invested in 1972. [more]
Linked here is a detailed quantitative analysis of Universal HealthRealty Income Trust (UHT). Below are some highlights from the above linked analysis:
Company Description: Universal Health Realty Income Trust is a real estate investment trust (REIT) that invests in healthcare and human service related facilities. [more]
Linked here is a detailed quantitative analysis of Hasbro, Inc. (HAS). Below are some highlights from the above linked analysis:
Company Description: Hasbro, Incs' broad portfolio of toys, games and entertainment offerings includes brands such as Transformers, Playskool, Monopoly and My Little Pony. [more]
The key to successfully selecting dividend growth stocks is the ability to identify companies that will not only maintain but grow their dividend. Often it can be boiled down to a simple question: "How committed is the company to paying its dividend?"
Sure most CEOs give lip-service to their commitment to shareholders, but what happens when times are hard. When the economy turns down and the future looks bleak, will the company hoard cash and stop its dividend or put action behind its words?
Question: What do all these have in common?
- Women gaining the right to vote in 1920
- The U.S. Depression in the 1930s
- World War I
- Charles Lindbergh’s transatlantic flight in 1927
- World War II
- Dropping the atomic bomb in 1945
- The Nazi Holocaust
- The Korean War in the 1950s
- The Russian Sputnik satellites in the 1950s
- The Vietnam War in the 1960s/1970s
- President Kennedy's assassination in 1963
- Civil Rights protests in the 1960s
- Landing a man on the moon in 1969
- The Watergate scandal in the 1970s
- The fall of the Berlin Wall in 1989
- The breakup of the Soviet Union in the 1990s
- The Persian Gulf War in 1991
- The impeachment of President Bill Clinton in 1998
Answer: They all occurred while several companies continued to pay their dividend, uninterrupted, year after year.
This week week, I screened my Dividend Growth Stocks database for companies that have paid uninterrupted dividends for more than 100 years with a yield above 2.0%. The results are presented below:
Caterpillar, Inc. (CAT)
Yield: 2.8% | Dividend Paid Since: 1914
Caterpillar Inc. is the world's largest producer of earthmoving equipment, and a big maker of electric power generators and engines used in petroleum markets, and mining equipment.
Chevron Corporation (CVX)
Yield: 3.4% | Dividend Paid Since: 1912
Chevron Corporation is a global integrated oil company (formerly ChevronTexaco) has interests in exploration, production, refining and marketing, and petrochemicals.
Norfolk Southern Corp. (NSC)
Yield: 2.4% | Dividend Paid Since: 1901
Norfolk Southern Corp. operates 20,000 route miles serving 22 eastern states, the District of Columbia, and Ontario, Canada.
General Mills, Inc. (GIS)
Yield: 3.1% | Dividend Paid Since: 1898
General Mills, Inc. is a major producer of packaged consumer food products, including cereal, yogurt and Betty Crocker desserts/baking mixes.
Colgate-Palmolive Company (CL)
Yield: 2.2% | Dividend Paid Since: 1895
Colgate-Palmolive Company is a major consumer products company that markets oral, personal and household care and pet nutrition products in more than 200 countries and territories.
Coca-Cola Company (KO)
Yield: 2.9% | Dividend Paid Since: 1893
The Coca-Cola Company is the world's largest soft drink company, KO also has a sizable fruit juice business.
Procter & Gamble (PG)
Yield: 3.0% | Dividend Paid Since: 1891
The Procter & Gamble Company is a leading consumer products company markets household and personal care products in more than 180 countries.
Consolidated Edison, Inc. (ED)
Yield: 4.7% | Dividend Paid Since: 1885
Consolidated Edison, Inc. is an electric and gas utility holding company serves parts of New York, New Jersey and Pennsylvania.
Exxon Mobil Corporation (XOM)
Yield: 2.7% | Dividend Paid Since: 1882
Exxon Mobil Corp., formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company.
The York Water Co. (YORW)
Yield: 2.8% | Dividend Paid Since: 1852
The York Water Co. impounds, purifies and distributes water in York County and Adams County, Pennsylvania.
As with past screens, the data presented above is in its raw form. Some of the the companies would be disqualified for poor dividend fundamentals. However some of the others may be worth additional due diligence.
My database, D4L-Data, is an Open Office spreadsheet containing more than 20 columns of information on the 230+ companies that I track. The data is sortable and has built-in buttons and macros to make it easy to use. Companies included in the list are those that have had a history of dividend growth. The D4L-Data spreadsheet is a part of D4L-Premium Services and is updated each Saturday for subscribers.
Full Disclosure: Long NSC, KO, PG, ED, XOM in my Dividend Growth Portfolio. See a list of all my dividend growth holdings here.
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The Boston Consulting Group doesn’t discount the role that stock buybacks can play in boosting near-term returns for some companies. But the firm’s research indicates that stock buybacks do not change investors’ estimates for long-term earnings-per-share growth, or induce them to accord a company a higher valuation multiple. By contrast, it says, dividend growth has a far more positive long-term impact. [more]