Linked here is a detailed quantitative analysis of Sysco Corporation (SYY). Below are some highlights from the above linked analysis:
Company Description: Sysco Corporation is a large distributor of food and related products, primarily to the foodservice or food-away-from-home industry. [more]
A declining market is what value and dividend investors long for. There have been times in the past where I struggled to find stocks worthy of purchasing. In a down market, the challenge is to pick the best available stocks that will maximize my chances of future success. When looking for value priced stocks, the Price-To-Book (P/B) ratio is one that I like to focus on. [more]
Have you ever noticed those that most vehemently attack a buy-and-hold strategy really don’t understand how the strategy works? They confuse a buy-and-hold strategy with day-trading with a longer duration. A true implementation of buy-and-hold includes a focus on blue-chip stocks with a sustainable advantage, along with a reasonable asset allocation framework. [more]
After each quarter-end, I review my asset allocation and year-to-date total returns by category. The attached PDF contains my actual asset allocation as of 2014-Q2. Below is a high-level summary of the information contained in the PDF... [more]
Linked here is a detailed quantitative analysis of Nucor Corporation (NUE). Below are some highlights from the above linked analysis:
Company Description: 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. [more]
Linked here is a detailed quantitative analysis of Cisco Systems, Inc. (CSCO). Below are some highlights from the above linked analysis:
Company Description: Cisco Systems, Inc. offers a complete line of routers and switching products that connect and manage communications among local and wide area computer networks employing a variety of protocols. [more]
Everyone wants to earn more. For investors in dividend growth stocks, the quick way to earn more is to select dividend stocks with higher yields. Swap those 2-4% yields in for stocks earning 7-10%, or more. Before making the trade, you should ask yourself the following two questions: [more]
Too often we take a short-term approach, to our long-term detriment. There is a reason we don't see infomercials selling dividend growth investment strategies. For those looking to get rich now, a disciplined approach to investing that focuses on the long-term simply isn't appealing. if I knew in my 20's or 30's what I know now about dividend growth stocks, I would likely be retired now. The compounding power of growing dividends is tremendous. [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 PCP dividends received during the month were... [more]
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]
Linked here is a detailed quantitative analysis of Procter & Gamble (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]
Over the last several years Dividend Stocks have become immensely popular. It seems that every financial adviser or financial publication is proclaiming that you should own dividend stocks. Each are singing the virtues of dividend stocks from their own perspective.
To that I have two questions: [more]
Most investors are not surprised when a company cuts its dividend. They see the early warning signs well in advance of the actual cut. Here are three signs that a company is heading toward a dividend cut:
1.) An abrupt or permanent shift in a company’s business model as a result of business conditions.
2.) A dividend yield that is higher than average and/or higher than others in the industry.
3.) Diminishing cash available to pay dividends.
Ultimately, the ability of a company to pay its dividend is determined by its cash position – both cash on its balance sheet and its ability to generate cash flow. Below are several companies that are NOT cutting their dividends, but instead raising them:
Duke Energy Corporation (DUK) operates as an energy company in the United States and Latin America. July 1st the company increased its quarterly dividend 1.9% to $0.795 per share. The dividend is payable September 16, 2014 to stockholders of record on August 15, 2014. The yield based on the new payout is 4.4%.
Watsco, Inc. (WSO) distributes air conditioning, heating, and refrigeration equipment, as well as related parts and supplies in the United States, Canada, Mexico, and Puerto Rico. July 1st the company increased its quarterly dividend 50% to $0.60 per share. The dividend is payable July 31, 2014 to stockholders of record on July 15, 2014. The yield based on the new payout is 2.4%.
BreitBurn Energy Partners L.P. (BBEP), an independent oil and gas company, acquires, explores, and develops oil, natural gas liquids (NGLs), and gas properties in the United States. July 1st the company increased its monthly distribution 1.0% to $0.16750 per share. The dividend is payable July 16, 2014 to stockholders of record on July 11, 2014. The yield based on the new payout is 9.0%.
Tallgrass Energy Partners, LP (TEP) acquires, owns, develops, and operates various midstream energy assets in North America. July 1st the company increased its quarterly dividend 17% to $0.38 per share. The dividend is payable August 14, 2014 to stockholders of record on July 30, 2014. The yield based on the new payout is 3.7%.
Selecting stocks with increasing dividends is critical for an income growth strategy. The above list contains stocks that recently raised their dividends; it is not a list of recommend buys. As always, due diligence should be performed before buying or selling any stock. For a list of stocks with a long string of consecutive cash dividend increases, see this list.
Full Disclosure: Long DUK in my High-Yield portfolio. See a list of all my dividend growth holdings here.
- Why We Are Dividend Growth Investors
- 6 Dividend Growth Stocks With Very Little Debt
- What Determines A Dividend Stock's Yield
- Warren Buffett's Secret To 50% Returns
- 9 High-Yield Energy Stocks Growing Their Dividends
Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income increased in June, extending the streak to 48 consecutive months of increases after June 2010's decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 77 of the last 79 months. [more]
Linked here is a detailed quantitative analysis of Kellogg Company (K). Below are some highlights from the above linked analysis:
Company Description: Kellogg Company is a producer of ready-to-eat cereal also sells snack and convenience foods such as cookies, crackers, potato chips, cereal bars, fruit snacks and frozen waffles. [more]
Linked here is a detailed quantitative analysis of Cardinal Health, Inc. (CAH). Below are some highlights from the above linked analysis:
Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers. [more]
Over the last 12-18 months, there have been several prognosticators saying dividend stocks are extremely over valued. In many cases, I would tend to agree. This has been reflected in my weekly stock analyses. If so, what's an investor to do? When is the right time to start investing? [more]