Blind Spots and Continuous Improvement
Dividend Growth Investor
by D
2d ago
As an investor, I am aware that I have a lot of blind spots. Someone with a glass half full outlook on life might say that I have a lot of room for improvement though. I do believe that successful investment is about continuous improvement, which is only possible through active learning. That includes reading books, articles, journals but most importantly also doing the heavy lifting and actually investing money. It’s very helpful to have a process that helps in most aspects of the investment process: 1. Identify the population 2. Define the traits you are looking for 3. Define the entry crite ..read more
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Four Dividend Achievers Rewarding Shareholders With Raises
Dividend Growth Investor
by D
3d ago
I review the list of dividend increases as part of my monitoring process. This exercise helps me monitor existing holdings. It also helps me identify companies for further research. I typically focus on the companies that have managed to increase annual dividends for at least ten years in a row. There were 11 companies that increased dividends last week. There were four companies that raised dividends last week, which have also managed to increase dividends for at least ten years in a row. The companies include: JPMorgan Chase & Co. (JPM) operates as a financial services company worldwide ..read more
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Schwab Dividend Index 2024 Annual Reconstitution
Dividend Growth Investor
by D
1w ago
The Dow Jones U.S. Dividend 100 Index is designed to measure the performance of high-dividend-yielding stocks in the U.S. with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The index universe is defined as the constituents of the Dow Jones U.S. Broad Stock Market Index, excluding REITs.. Source:  S&P Global Stocks must pass the following screens: • Minimum 10 consecutive years of dividend payments • Minimum FMC of US$ 500 million • Minimum three-month ADVT of US$ 2 million Stocks that pass all screens a ..read more
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Five Dividend Growth Companies Increasing Dividends Last Week
Dividend Growth Investor
by D
1w ago
I review the list of dividend increases every week, as part of my monitoring process. This exercise helps me monitor existing holdings but also identify companies for further research. I usually focus on the companies that have managed to increase dividends for at least ten years in a row.  A long history of annual dividend increases does not happen by accident. It is usually a result of a strong business that generates excess cashflows. But as we all know, past performance is also not always an indication of future results. This exercise simply puts companies on my list for further resea ..read more
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The Return of the Dividend
Dividend Growth Investor
by D
2w ago
A pattern of steady dividend payments and dividend increases is only possible if a business can generate enough cashflows to support operations and expansion, while also generating torrents of excess free cash flows. That dividend provides signaling value to shareholders that there are indeed solid and dependable cashflows to support it. Those cashflows are also supported by the business. In fact, in the old days (prior to the 1980s), investors would not touch a stock that didn't pay a dividend. The idea was that a company which does not pay a dividend simply cannot afford to pay it. It was a ..read more
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Six Dividend Growth Stocks Raising Shareholder Distributions
Dividend Growth Investor
by D
2w ago
I review the list of dividend increases as part of my monitoring process every week. This exercise helps me review the performance of existing holdings, and potentially identify companies for further research. It's helpful to point out how I quickly evaluate a company, before deciding if it is worth additional research for potential inclusion in my portfolio. When I evaluate a company I look at: 1. Trends in earnings per share over the past decade. Without growth in earnings per share, future dividend growth will be difficult. This growth can be achieved in any sort of way, but it is the fuel ..read more
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17 Dividend Growth Stocks Raising Shareholder Distributions
Dividend Growth Investor
by D
2w ago
As a shareholder, there are two ways to make profits from a stock.  The first way is when you sell your stock for a gain, after it has increased above your purchase price. The downside is that once you sell your stock, you will not be able to participate in any further upside. If you hold patiently however, you will experience a surge in net worth if the business succeeds.  The second way is when a stock you own distributes a dividend. A company typically distributes a dividend after carefully evaluating its business needs. If a business does not find enough good opportunities to dep ..read more
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The Vanderbilts, The Rockefellers and Generational Wealth
Dividend Growth Investor
by D
1M ago
My retirement strategy is focused on living off dividends. Dividends are more stable, predictable and reliable than capital gains. Dividends also tend to increase faster than inflation over time. This is what makes them a better source of retirement income than relying on selling stock to pay for expenses. This makes sense, because dividends come from cashflows, which tend to be more stable. Asset Prices on the other hand tend to oscillate between being undervalued and a period of being overvalued. Asset prices in the short run are driven by fear, greed, expectations. If you happen to retire w ..read more
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16 Dividend Growth Companies That Increased Dividends Last Week
Dividend Growth Investor
by D
1M ago
I review the list of dividend increases every week, as part of my monitoring process. This exercise helps me monitor existing holdings, but also potentially identify companies for further research. Plus, it helps me get the pulse of corporate boards. One of my favorite exercises in compiling this report is to look at the press releases, and noting down management verbiage related to the dividend increases. That pulse check is a good sentiment check. After all, dividends have a great deal of signaling power, which neatly summarizes corporate board expectations about near term business condition ..read more
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Yield on Cost is a fascinating metric
Dividend Growth Investor
by D
1M ago
Yield on Cost is a fascinating metric. It calculates the dividend yield based on the original cost at the time of purchase. Yield on cost is calculated by dividing the dividends received from an investment over the cost paid for the shares. I view yield on cost as a forward looking metric. It combines my yield and growth expectations into a certain amount of dividend income at a future point. It's fascinating to see in action, anytime you buy a security. It get's me thinking about the current yield, growth in earnings per share, dividend safety, valuation. For example, Home Depot (HD) sold for ..read more
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