Use access key #2 to skip to page content.

Dividends4Life (29.62)

May 2011

Recs

14

Top Five and Bottom Performing Dividend Growth Stocks Through Mid-May

May 31, 2011 – Comments (0) | RELATED TICKERS: ADP , INTC , OMI

Investing in dividend growth stocks is a long-term proposition. One of the beauties of following a dividend growth strategy is that you don't have to watch your portfolio or the market on a daily basis. For the most part, daily, monthly and yearly movements are just noise in the system.

My normal practice is to refresh my analytical spreadsheets each Friday with updated price information on the 200+ stocks that I follow. Even then, I don't normally look at the value of my portfolio or the performance of individual stocks.

However, each quarter I update my income portfolio's performance and benchmark it against the S&P 500 and other portfolios. At that time I will look at performance of individual stocks to understand the overall performance the portfolio.

In April, I updated my Income Portfolio's performance for the first quarter. Building on that, here are my income portfolio's top and bottom 5 performers for the year through May 13, 2011:

Top Performers#5. Leggett & Platt Inc. (LEG)
Leggett & Platt Inc makes a broad line of bedding and furniture components and other home, office and commercial furnishings, as well as diversified products for non-furnishings markets.
Yield: 4.2% | 2011 Total Return: 20.6%

#4. Automatic Data Processing Inc. (ADP)
Automatic Data Processing Inc. is one of the world's largest independent computing services companies, providing a broad range of data processing services.
Yield: 2.7% | 2011 Total Return: 21.5%

#3. Universal Health Realty Income Trust (UHT)
Universal Health Realty Income Trust, a real estate investment trust (REIT), invests in healthcare and human service related facilities.
Yield: 5.8% | 2011 Total Return: 21.7%

#2. Owens & Minor, Inc. (OMI)
Owens & Minor Inc. is a leading domestic distributor of medical and surgical supplies to the acute care market, a health care supply chain management company, and a direct-to-consumer (DTC) supplier of testing and monitoring supplies for diabetes.
Yield: 2.3% | 2011 Total Return: 23.2%

#1. Intel Corporation (INTC)
Intel Corporation is the world's largest manufacturer of microprocessors, the central processing units of PCs, and also produces other semiconductor products.
Yield: 3.1% | 2011 Total Return: 50.9%

Bottom Performers#5 Nucor Corp. (NUE)
Nucor Corporation is the largest minimill steelmaker in the U.S., Nucor has one of the most diverse product lines of any steelmaker in the Americas.
Yield: 3.5% | 2011 Total Return: -0.3%

#4. Cincinnati Financial Corp. (CINF)
Cincinnati Financial Corp. markets primarily property and casualty coverage. It also conducts life insurance and asset management operations.
Yield: 5.3% | 2011 Total Return: -0.9%

#3. Commercial Net Lease Realty, Inc. (NNN)
National Retail Properties, Inc. invests in high-quality, freestanding retail properties subject to long-term net leases with major retail tenants.
Yield: 5.9% | 2011 Total Return: -1.0%

#2. CenturyLink Inc. (CTL)
CenturyLink, Inc. provides voice service to 6.5 million customers and Internet service to 2.4 million customers in rural towns as well as larger cities such as Las Vegas.
Yield: 6.7% | 2011 Total Return: -5.6%

#1. Harleysville Group Inc. (HGIC)
Harleysville Group Inc. underwrites a broad array of personal and commercial coverages. These insurance coverages are marketed primarily in the Eastern and Midwestern United States.
Yield: 4.6% | 2011 Total Return: -11.3%

To avoid short-term anomalies, I excluded stocks that I did not own on January 1, 2011 from the above lists. As noted above, investing in dividend growth stocks is a long-term proposition, but sometimes it is nice to see that our portfolio is performing well, in addition to collecting higher dividends each month.

Full Disclosure: Long in all the aforementioned securities. See a list of all my income holdings here.

Related Posts
- When To Sell A Dividend Stock
- My Top 6 Performing Dividend Stocks Just Might Surprise You
- 10 Stocks With Sustainable Dividend Growth
- Income Annuities vs. Dividend Stocks
- 10 Dividend Stocks Delivering A Quick Payback  [more]

Recs

13

15 Dividend Stocks Building Wealth With Dividend Increases

May 30, 2011 – Comments (1) | RELATED TICKERS: HNZ.DL , VIA , DCI

Have you ever wondered just where are all the get-rich-now infomercial millionaires? I know several people who have purchased one or more of these get-rich-now kits, but I don't know of anyone who actually got rich from purchasing the kit. Warren Buffett and Bill Gates didn't build their fortunes with a get-rich-now kit. They worked hard built it steadily over time.   [more]

Recs

13

How To Build A Sustainable High Yield Portfolio

May 26, 2011 – Comments (0) | RELATED TICKERS: WMT , MMM , CVX

Every investor wants to earn more. It is how we define "more" and how we go about earning it that defines the type of investor we are. Income investors want more income. Yield is a significant determinate of income. There are two ways to own a high yield portfolio. They are:

I. Buy The High Yield  [more]

Recs

7

Community Trust Bank Corp. (CTBI) Dividend Stock Analysis

May 24, 2011 – Comments (0) | RELATED TICKERS: CTBI , IBKC , HBHC

Linked here is a detailed quantitative analysis of Community Trust Bank Corp. (CTBI). Below are some highlights from the above linked analysis:

Company Description: Community Trust Bank Corp. owns and operates Community Trust Bank, Inc. of Pikeville, KY, which provides commercial banking services in Kentucky and West Virginia; and a trust company.  [more]

Recs

9

15 Dividend Increasing Dividends For A Rainy Day

May 23, 2011 – Comments (0) | RELATED TICKERS: SWY , KEY , CLX

Life often deals us difficult circumstances to work through at what seems to be the most inopportune time. During economic downturns, many people lose their jobs at a time when companies aren't hiring. When things like this happen, those with an alternative income, including dividend growth stocks, are in a better position to deal with the circumstances thrust on them.   [more]

Recs

9

Abbott Laboratories (ABT) Dividend Stock Analysis

May 20, 2011 – Comments (0) | RELATED TICKERS: ABT , JNJ , LLY

Linked here is a detailed quantitative analysis of Abbott Laboratories (ABT). Below are some highlights from the above linked analysis:

Company Description: Abbott Laboratories is a diversified life science company and is a leading maker of drugs, nutritional products, diabetes monitoring devices, and diagnostics.  [more]

Recs

14

10 Stocks That Have Paid Dividends Since The 1800s

May 17, 2011 – Comments (0) | RELATED TICKERS: CL , KO , PG

Over the last several years many companies have chosen to not raise their dividend, while some decided to cut their dividend and some even decided to stop paying a dividend. In some cases their financials did not warrant the change. As investors in dividend growth stocks, we want to look for companies with a positive dividend culture.  [more]

Recs

11

15 Dividend Stocks Providing An Inflation Hedge

May 16, 2011 – Comments (0) | RELATED TICKERS: UG , INTC , M

Investing in dividend growth stocks is not about buying a current high yield, but instead building a high yield-on-cost over time. One of the criticisms I am hearing more often is, "That low yield isn't even covering inflation." This is a very valid concern, if true. The way low many low yielding stocks yields compensate for inflation is by growing their dividend well in excess of the inflation rate.  [more]

Recs

9

April 2011 Performance Update: Pocket Change Portfolio

May 14, 2011 – Comments (0) | RELATED TICKERS: KO , WMT , INTC

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 update its holdings.

Dividends Received  [more]

Recs

9

Colgate-Palmolive (CL) Dividend Stock Analysis

May 12, 2011 – Comments (0) | RELATED TICKERS: CL , PG , KMB

Linked here is a detailed quantitative analysis of Colgate-Palmolive (CL). Below are some highlights from the above linked analysis:

Company Description: Colgate-Palmolive Company (Colgate) is a major consumer products company that markets oral, personal and household care, and pet nutrition products in more than 200 countries and territories.  [more]

Recs

11

7 Exceptional Dividend Growth Stocks With Quality Financials

May 10, 2011 – Comments (1) | RELATED TICKERS: KO , INTC , WMT

Any master architect will tell you the the key to a quality structure is its foundation. Solid buildings have firm foundations. The more solid the foundation, the less likely the building will suffer damage from storms, earthquakes, or settling of the earth. In much the same way, the foundation of solid Dividend Growth Stocks are their financials. Here's what to look for when evaluating a dividend stock's financials...
  [more]

Recs

14

18 Stocks Meeting The Goal Of Higher Dividends

May 09, 2011 – Comments (0) | RELATED TICKERS: CSX , PEP , CBS

I have stated many times that my goal is to create an ever growing income stream from dividend growth stocks. Secondarily, it is my desire to beat the S&P 500 over time. With that said, I rarely look at the capital performance of individual stocks. What I do watch is the ability of the stocks I own to sustain their dividend growth.  [more]

Recs

8

Intel Corporation (INTC) Dividend Stock Analysis

May 05, 2011 – Comments (0) | RELATED TICKERS: INTC , AMD , TXN

Linked here is a detailed quantitative analysis of Intel Corporation (INTC). Below are some highlights from the above linked analysis:

Company Description: Intel Corporation is the world's largest manufacturer of microprocessors, the central processing units of PCs, and also produces other semiconductor products.  [more]

Recs

16

Are You Patient Enough To Be Wealthy? These 12 Dividend Stocks Will Help You Wait

May 03, 2011 – Comments (0) | RELATED TICKERS: KO , MCD , GE

For most people fortunate enough to be born in the U.S., or any other industrialized country, they have access to the two main ingredients to achieve financial success: 1. Opportunity and 2. Time. Unfortunately, very few people are able to take advantage of the situation enough to even build a secure retirement. Here are some of the reasons people fail, and what you can do to not fall into that group...  [more]

Recs

12

15 Dividend Stocks Sending More Cash To Shareholders

May 02, 2011 – Comments (0) | RELATED TICKERS: JNJ , CVX , IBM

Any income investor will tell you that it is important for a company to sustain its dividend. However, as an investor in dividend growth stocks, it is not enough to simply sustain the dividend – I want to own companies that are capable of sustained dividend growth. Needless to say, this is a little more difficult to accomplish, but well-worth the time to find companies that can deliver on this expectation.  [more]

Featured Broker Partners


Advertisement