My goals were originally defined in this December 1, 2007 Investing Goals post and last updated in my 2011 Investing Goals. Like last year, I will greatly exceed my 2011 goal of $15,500 in annualized dividend income. [more]
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. is an insurance holding company that primarily markets property and casualty coverage. It also conducts life insurance and asset management operations. [more]
Linked here is a detailed quantitative analysis of Procter & Gamble (PG). Below are some highlights from the above linked analysis: [more]
All income investors love a stock with a good yield. The smart ones look for dividends that are sustainable and likely to grow. The question is, 'In an uncertain world, how do you determine which dividends are sustainable and likely to grow?' [more]
The S&P 500 Dividend Aristocrats is the most recognized list of dividend stocks. The Dividend Aristocrats index is designed to measure the performance of S&P 500 constituents that have followed a policy of consistently increasing dividends every year for at least 25 consecutive years. This index is a member of the S&P Dividend Aristocrats index series. [more]
I am not a stock trader; I am a dividend and value based long-term buy-and-hold investor. When I add a stock to my dividend portfolio, it is my intention to hold the stock forever. I am not smart enough to time the daily gyrations of the stock market. [more]
Linked here is a detailed quantitative analysis of The Clorox Company (CLX). Below are some highlights from the above linked analysis: [more]
Linked here is a detailed quantitative analysis of Automatic Data Processing Inc. (AAP). Below are some highlights from the above linked analysis: [more]
There is perceived safety in size. Giant corporations aren't randomly grown. Instead, they are carefully built through superior management and foresight. Often these are more mature companies that also offer stability and predictability, usually at the expense of dynamic growth. These are your mega-cap stocks. [more]
I love this time of year! Family gatherings, Christmas music, holiday plays, decorations, and stock picks. Stock picks? Yes, 'tis the season for stock predictions! Virtually every financial writer will pen an article selecting his or her top stock picks for the upcoming year.
I enjoy reading them and the logic behind the picks. As a long-term buy and hold investor, generally most aren't useful for me; nevertheless, I find them entertaining and sometimes there is a gem to be found. Here are some picks for 2012...
Laszlo Biriny, former head of equity market analysis at Salomon Bros. and current president of Biriny Associates, reveals his top 5 picks for 2012 in a CNBC interview. His top picks for 2011 are up 16%. Here are his picks for 2012:
Birinyi likes BlackRock (BLK) because, he says, "I want to buy the people who are writing ETFs," referring to exchange-traded funds.
He also likes People's United Financial (PBCT), even though he's not a big fan of bank stocks.
General Motors (GM) makes his list because, Birinyi says, "business is doing a little better than people perceive," even though he said "it's a long shot."
Another long shot is Research in Motion (RIMM). "It's been beaten down. It's a brand, it's got fans, and it's got its products," he said, noting that back in 1998 he told CNBC one of his picks was the nascent Apple (AAPL).
Finally, Birinyi likes Hermes International (HESAY), which he called the "most iconic brand in the world."
Andrew Feinberg manages a New York City–based hedge fund called CJA Partners. In a recent Kiplinger article he shared his top 4 stock picks for 2012. In case you missed it, his 2010 picks produced a 99% average return and his 2011 picks gained an average of 11.5% through November 4. Here are his picks for 2012:
J.C. Penney (JCP): The Sephora cosmetics mini stores located within many Penney locations are helping drive traffic; exclusive offerings from the likes of Liz Claiborne, a brand Penney bought in October, will help as well.
Ashland (ASH): At $54, the shares sell for just 10 times estimated earnings for the fiscal year that ends next September. Moreover, the firm is ripe for a restructuring that would boost the stock.
Motorola Solutions (MSI): Management has cut costs, initiated a dividend (the stock yields 1.9%) and announced a $2 billion share buyback. Activist shareholder Carl Icahn owns 11% of the company, and ValueAct Capital Partners, a hedge fund, owns 6%.
The Brick (BRK.TO) At $3, the stock, which trades in Toronto, sells for just 5.6 times the past year’s cash flow. Why so cheap? The Brick almost went bankrupt in 2009 under previous management, its stock is largely controlled by insiders, and hardly any brokers or money managers follow the firm.
Finally, for those looking for an international flair, Deutsche Bank listed its top 7 European stock picks for 2012 in a recent Forbes article. Deutsche Bank‘s securities unit says Europe will likely fall into a recession, but a range of European stocks that do business all over the world will weather the turmoil in fine shape. Here are seven of Deutsche Bank’s top European stock picks that are traded as ADRs on U.S. exchanges:
SAP AG (SAP) said it plans to acquire SuccessFactors, a U.S. company that provides software that helps businesses manage employees and carry out performance reviews, for $3.4 billion.
Royal Dutch Shell (RDS.A) shares have a three-year average annual return of 16% and they carry a 4.83% projected dividend yield.
SKF (SKFRY) is a Swedish firm with a 3.18% projected dividend yield and its shares have a three-year average annual return of 44%.
William Demant Holdings (WILYY) is a Denmark-based company with a market value of $4.6 billion, engaged in the development, manufacture and sale of sophisticated electronics products and equipment to aid in communication.
Telenor ASA (TELNY) has a three-year average annual return of 48% and carries a 4.29% yield.
AMEC (AMCBF.PK), a 162-year-old U.K.-based construction, engineering and consultancy firm, has a three-year average annual return of 32%, giving it a market value of $3.2 billion.
Swatch Group (SWGAY) is a Swiss watchmaker with a market value of $589 million. It sells fashion watches, jewelry, and watch and electronic components. As always, be sure to do your own due diligence and determine if any of these stocks fit in your portfolio before buying. Today's choices will help determine how well you live in retirement.
Full Disclosure: No position in the aforementioned securities. See a list of all my dividend growth holdings here.
- Dividend ETFs Feel The Pain
- Tools To Calculate Investment Returns
- How To Increase Your Portfolio's Return
- Dividends Are Gold in a Down Market
- On The Shelf
At some point in the future will we look back at our actions today and refer to them as our greatest missed opportunity? A successful dividend growth strategy takes time. Unfortunately, many income investors don't have the luxury of time on their side and must focus on high-yield investments to meet current expenses. These high-yield investments are often accompanied by high-risk. For those with time, a solid long-term strategy focusing on quality stocks that grow their dividends will treat them well in their retirement years. [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 update its holdings. [more]
Linked here is a detailed quantitative analysis of Waste Management, Inc. (WM). Below are some highlights from the above linked analysis: [more]
When looking for value-priced stocks, the Price-To-Book (P/B) ratio is one that I like to focus on. P/B is calculated as share price divided by book value per share. Book value is most often calculated as Assets less Liabilities. [more]
Over time stocks fall in and out of favor with the media, analysts and investors. It is too easy to fall in love with a stock only to have your heart, and brokerage account, broken. As an investor that takes a value approach to selecting the best dividend growth stocks, I tend to focus on fundamentals with a heavy dose of analysis. It may be surprising but even this approach will favor certain stocks over time. [more]
In a down-market when many people are rushing to buy gold, I take comfort that I already have mine. No, not that kind, but something much better! A growing stream of dividend income from solid companies. While everyone else is panicked about their portfolio’s decline, I see a downturn as an incredible buying opportunity. Lower prices, rising yields and growing dividends, its hard to beat that combination. [more]
Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income increased in November, extending the streak to 17 consecutive months of increases after June 2010's decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 46 of the last 48 months. [more]
Linked here is a detailed quantitative analysis of Sysco Corporation (SYY). Below are some highlights from the above linked analysis: [more]
Linked here is a detailed quantitative analysis of Abbott Laboratories (ABT). Below are some highlights from the above linked analysis: [more]
If your goal is to accumulate wealth for a comfortable retirement, then there is no risk-free path. Yield and risk tend to follow each other. As risk increases, the investor demands more yield to compensate for that risk. Sometimes it is desirable to accept higher risk for a higher yield. Other times we may be accepting higher risk and are not being adequately compensated for the additional risk. [more]
According to 'world-stock-exchanges.net', The New York Stock Exchange (NYSE) is the the largest stock exchange in the world by dollar volume with over 2500 listed securities. NYSE is operated by NYSE Euronext, the holding company created by the combination of NYSE Group, Inc. and Euronext N.V. [more]
It is very easy for a CEO to get on a conference call and talk about confidence in the future while communicating glowing projections, but do they really believe what they are saying? Are there any actions that would make you believe what they are saying? Senior management purchasing company stock is a strong indicator of confidence in the future. Another indicator is sticking with a dividend plan, including regular increases. [more]
Linked here is a detailed quantitative analysis of Community Trust Bank Corp. (CTBI). Below are some highlights from the above linked analysis: [more]