Dividend Growth Investing
Upgraded Watchlist
I made some major improvements and updates to the Dividend Geek Watchlist. I hope they benefit you as much as they have helped me! The most noticeable is that I combined the Champions & Contenders list and the Challengers list into one single list called (you guessed it) the ‘Champions, Contenders & Challengers’ watchlist. I […]
Updated fair value estimates and dividend raises!
The fair value estimates for the Challengers Watchlist has been updated. There were three increases and three decreases since they were last updated, as follows: Fair Value Increases BA from $141 to $151 IR from $70 to $71 UPS from $103 to $105 Fair Value Decreases PAYX from $48 to $45 PFE from $38 to $37 WHR […]
18 Core Dividend Growth Stocks to Strengthen Your Portfolio
Dividend growth investing by its nature is a conservative long-term investing methodology. But, with all of the recent uncertainty in the world (maybe this election cycle is getting to me) I have felt the need to bolster my portfolio with additional strength. I decided to review the companies listed in my current prospective dividend growth […]
Hershey buy out bid and other fair value estimates
This week Mondelez (MDLZ), the international company know for its Cadbury chocolate, made a $23 Million takeover bid for Hershey (HSY), which came to $107 per share of Hershey stock. Prior to the bid announcement, Hershey had been trading below Moringstar’s fair value estimate of $103 in the $90-$98 range for the past five months. […]
Latest Purchase Polaris Industries
In my last post on April 28 I mentioned that it looked like Polaris Industries (PII) had some near term support in the $96 range, which would help raise the dividend yield. At the time it was trading around $100 a share. Well yesterday (5/3/16) just 5 days later PII opened at $98.50 and pulled […]
10 New Dividend Growth Stocks Worth Watching
After recently looking over the the list of 50 Dividend Aristocrats. I decided to look over all companies that have raised their dividends for 17 or more years in search for companies that I’m not already watching that would make good dividend growth stocks. Companies that I would be willing to purchase at the right […]
Dividend Aristocrats outperform S&P 500 by 8% annually over past 10 years
I recently read two articles about how the Dividend Aristocrats have outperformed the market. You may have heard of Dividend Champions which is a compilation that most dividend growth investor use, but not Divided Aristocrats. Both Dividend Champions and Dividend Aristocrats cover stocks with 25 or more consecutive years of dividend increases. So what’s the […]
Watchlist Tips & Tricks
Tip #1 At the bottom of the Watchlist there are four tabs that you can click on to sort the Watchlist by, they are Yield (the default screen), Dividend Growth rate, % Fair Value, and Quality Score. These are four important qualities to begin your search when looking to purchase a dividend growth stock. I […]
Fair Value Update and 6 Dividend Growth Stocks added to the Watchlist
The following dividend growth stocks received fair value increases by Morningstar for the week ending 4/8/2016. APD from $140 to $146 CAH from $73 to $79 MCD from $122 to $128 There were several significant decreases in fair value as well mostly in the down beaten oil patch: CL from $73 to $71 CVX from […]
Balancing my Portfolio Sector Weighting
This past winter the collapse of oil prices and the reduced forecasts in global growth (mainly China) have brought about some deep bargains in the Energy and Industrial sectors. During the sell off I purchased a little too much of a good thing. In doing so my portfolio became overweight in these sectors and too […]