June 2011
June 30, 2011 –
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RELATED TICKERS: CINF
, AXS
, ALL
Linked here is a detailed quantitative analysis of Cincinnati Financial Corp. (CINF). Below are some highlights from the above linked analysis:
Company Description: Cincinnati Financial Corp. markets primarily property and casualty coverage. It also conducts life insurance and asset management operations. [more]
June 29, 2011 –
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RELATED TICKERS: MSFT
, MCD
, WMT
Getting a discount of 10%, 20% or even more is awesome. When it is on a big ticket item like a automobile, there are a lot of dollars to be saved and people have been known to drive great distances to receive the discount. Everyone loves a sale! [more]
June 28, 2011 –
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RELATED TICKERS: KMB
, ED
, LEG
As a society we have grown accustom to wanting it all, including our investments. Specifically, many income investors want both high yield and low risk. A dividend stock with a high yield doesn’t mean much if the dividend is cut or eliminated, and the stock price declines significantly. So can an investor find both higher yields and lower risks? [more]
June 27, 2011 –
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RELATED TICKERS: MDT
, BBY
, PETM
You can’t spend earnings! At first glance, this seems like an odd statement, possibly even incorrect. However, it is not only correct, but an important axiom for all types of investors. Through fraud and manipulation financial statements can be made to look quite impressive, but the cash that arrives in your brokerage account is real. [more]
June 25, 2011 –
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RELATED TICKERS: ABT
, PG
, MCD
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.
[more]
June 23, 2011 –
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RELATED TICKERS: UGI
, GAS.DL
, NJR
Linked here is a detailed quantitative analysis of UGI Corporation (UGI). Below are some highlights from the above linked analysis:
Company Description: UGI Corp. operates propane distribution, gas and electric utility, energy marketing and related businesses through subsidiaries. [more]
June 22, 2011 –
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RELATED TICKERS: CVX
, MSFT
, T
We all want to find the best value when we buy a stock. There are many ways people value a stock. Ultimately, true value is defined by future cash flows. The catch is no one knows exactly what the future cash flows will be. As a result, some go to great lengths to estimate future cash flows, while others use historical metrics to estimate cash flows or to compare stocks. [more]
June 21, 2011 –
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RELATED TICKERS: INTC
, COP
, WMT
Dividend stocks come in all shapes and sizes. Some are high-yield and low-growth, while others are high-growth and low-yield. There is an endless spectrum of stocks in between those two extremes. [more]
June 20, 2011 –
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RELATED TICKERS: WPC
, IRM
, CHK
It is a well-documented fact that a significant portion of the historical equity returns are a result of reinvested dividends. In Triumph of the Optimists: 101 Years of Global Investment Returns (2002), the authors looked at equity returns from capital gains and dividends from 1900 to 2000. They determined that performance in any given year was driven by capital appreciation, but long-term returns were largely the result of reinvested dividends. [more]
June 16, 2011 –
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RELATED TICKERS: PG
, CL
, KMB
Linked here is a detailed quantitative analysis of The Procter & Gamble Company (PG). Below are some highlights from the above linked analysis:
Company Description: The Procter & Gamble Company is a leading consumer products company that markets household and personal care products in more than 180 countries. [more]
June 15, 2011 –
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RELATED TICKERS: COP
, MDP
, VZ
Looking for a stock that will grow its dividend in the future and pay you handsomely now? The yield is not the only thing you need to focus on. You will also need to check the stock's Free Cash Flow Payout. This tells you how much cash the stock has left over after paying the normal operating expenses. This is the cash used to pay for acquisitions, debt obligations and dividends! [more]
June 14, 2011 –
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RELATED TICKERS: MCD
, PG
, INTC
The concept of fair value is really quite simple. Given a few select inputs such as dividends, dividend growth, holding period, discount rate and few others, one can easily calculate the fair value of a stock. As with most simple things, the devil is in the details – the inputs must be correct to calculate a reasonable fair value, otherwise, garbage in, garbage out. [more]
June 13, 2011 –
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RELATED TICKERS: NFG
, TGT
, CAT
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 dividend growth investor also expects substantial and consistent growth. [more]
June 09, 2011 –
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RELATED TICKERS: CLX
, PG
, CL
Linked here is a detailed quantitative analysis of The Clorox Company (CLX). Below are some highlights from the above linked analysis: [more]
June 08, 2011 –
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RELATED TICKERS: INTC
, XOM
, CVX
The goal of dividend investing is to find and buy dividend growth stocks that will continue to raise their dividends. 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. Many companies generate significant free cash flow, but often that cash is already spoken for in the form of debt obligations. [more]
June 07, 2011 –
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RELATED TICKERS: MDT
, GD
, KO
We have all heard that trees don't grow to the sky, but that seems to be what is happening in this bull market that started back in early 2009. When investors see their portfolio dramatically increase in value, it leaves them with a sense of accomplishment. However, if you are an investor in dividend growth stocks, a higher portfolio may not be in your best interest. Consider the following... [more]
June 06, 2011 –
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RELATED TICKERS: DEI
, AIN
, LOW
It seems that every investing article ends with the same conclusion - you should be buying dividend stocks. Beyond the simple concepts, some of the writers are making really bad recommendations and cross-breeding dividend investing with their preferred form of investing. [more]
June 02, 2011 –
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RELATED TICKERS: GTY
, OHI
, CTL
Information is powerful, but its sheer volume can be overwhelming. Screens and filters allow us to condense vast amounts of data into the targeted information we are looking for. This is the first installment of a new series where I screen for one or more attributes in my database (D4L-Data) and present the information in its raw form. Obviously, this is not a buy list but a potential idea list that will require additional due diligence. [more]
June 01, 2011 –
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RELATED TICKERS: GWW
, GMT
, FAST
Linked here is a detailed quantitative analysis of W.W. Grainger, Inc. (GWW). Below are some highlights from the above linked analysis: [more]