March 2010
March 31, 2010 –
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RELATED TICKERS: COP
, SBUX
, RTN
In their efforts to balance short-term investor expectations with long-term strategic goals, The Boston Consulting Group (BCG) warns companies to avoid cash traps that can negatively impact near-term shareholder returns. One of which is the The Stock-Buyback Trap. BCG 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 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]
March 30, 2010 –
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RELATED TICKERS: BLV
, BIV
, LQD
This is the fourth installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio's overall yield-on-cost. Last week we looked at Preferred Stock. This week we are looking at Bonds. [more]
March 29, 2010 –
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RELATED TICKERS: LEG
Linked here is a detailed quantitative analysis of Leggett & Platt Inc. (LEG). Below are some highlights from the above linked analysis: [more]
March 23, 2010 –
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RELATED TICKERS: PFF
, PGF
, PGX
This is the third installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio's overall yield-on-cost. Last week we looked at REITs. This week we are looking at Preferred Stock. [more]
March 22, 2010 –
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RELATED TICKERS: PEP
, APD
, PSEC
As a young investor I followed an aggressive growth strategy. Having narrowly missed the tech bubble bursting, I purchased my first dividend stock on December 11, 2003. I had heard dividend investments were supposed to be safer, but knew very little else about the strategy. I was fortunate enough to accidentally buy enough good dividend stocks to learn the “secret” of dividend investing. It is not necessarily starting with a high-yield investment, but ending up with a high-yield investment. This usually occurs by buying stocks with a moderate yield and a long history of growing dividends and letting time do its job. [more]
March 19, 2010 –
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RELATED TICKERS: VIVO
Linked here is a detailed quantitative analysis of Meridian Bioscience Inc. (VIVO). Below are some highlights from the above linked analysis: [more]
March 17, 2010 –
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RELATED TICKERS: AMAT
, MYE
, MRX
We all know what surprising The Street will do to a stock’s price. The street focuses on quarterly revenue, EPS, EBIT, EBITDA and margins. The income statement is where you find all the metrics that The Street loves. It therefore must be the most important financial statement. Not! That title goes to the lowly cash flow statement. Ultimately cash flow is what drives the value of any financial asset, including dividend stocks. [more]
March 16, 2010 –
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RELATED TICKERS: NUE
, AFL
, JNJ
When selecting a dividend growth stock there is really only one factor that is important - sustainability. As we evaluate many aspects of a company, what we are really trying to determine is if the company can continue to raise its dividend indefinitely into the future. To pay and raise its dividend a company must generate sufficient free cash flow. However, it is not enough to just generate the cash, it has to be available for dividend payments. [more]
March 15, 2010 –
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RELATED TICKERS: T
, NNN
, HCP
This is the second installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio's overall yield-on-cost. Last week we looked at Utilities. This week we are looking at Real Estate Investment Trusts (REITs). [more]
March 12, 2010 –
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RELATED TICKERS: KO
Linked here is a detailed quantitative analysis of The Coca-Cola Company (KO). Below are some highlights from the above linked analysis: [more]
March 11, 2010 –
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RELATED TICKERS: WMT
, GD
, QCOM
What separates income investors from dividend investors is the concept of a growing dividend. This dividend growth is the life-blood of a thriving dividend portfolio. The income derived from a quality, well-diversified portfolio is much more predictable than capital gains and the good companies routinely raise their dividends well in excess of the inflation rate. [more]
March 09, 2010 –
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RELATED TICKERS: PG
, EMR
, JNJ
When selecting a dividend growth stock there is really only one factor that is important – sustainability. As dividend growth investors we are looking for stocks can continue to raise their dividends indefinitely into the future. One metric that provides an indication of a dividend's sustainability is its payout ratio. [more]
March 08, 2010 –
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RELATED TICKERS: ED
, PGN
, TEG
This is the first installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio’s overall yield-on-cost. This week we are looking at Utilities – those investments long considered as a safe harbor for “orphans and widows.” [more]
March 05, 2010 –
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RELATED TICKERS: WAG
Linked here is a detailed quantitative analysis of Walgreen Co. (WAG). Below are some highlights from the above linked analysis: [more]
March 03, 2010 –
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RELATED TICKERS: ABT
, KMB
, CTL
What separates income investors from dividend investors is the concept of a growing dividend. This dividend growth is the life-blood of a thriving dividend portfolio. The income derived from a quality, well-diversified portfolio is much more predictable than capital gains and the good companies routinely raise their dividends well in excess of the inflation rate. [more]
March 02, 2010 –
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RELATED TICKERS: MCD
, HGIC
, RAVN
This time last year it was not a problem to find a good dividend stock trading below its fair value. The question then was, 'which of these do I buy?' Unfortunately, now the questions is often, 'am I willing to pay this much for that stock?'. If we look close enough, there are still a few dividend stocks trading below fair value. [more]
March 01, 2010 –
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RELATED TICKERS: KO
, EMR
, MCD
Last year I introduced the Stock Ideas list and it has proven to be immensely popular. The list consists of Dividend Aristocrats, US Broad Dividend Achievers and U.S. Dividend Champions. Duplications in the above lists are eliminated and stocks are crossed out when I learn that they have either cut their dividend or fail to raise it. Here are some highlights on this year's changes: [more]
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