The CCC list is a great resource for dividend growth investors. The list contains nearly 900 stocks trading on U.S. exchanges with the distinction of having paid higher dividends for at least 5 consecutive calendar years. The list was created by the late David Fish and now is maintained by Justin Law.
In this article, I rank a subset of CCC stocks and present the 10 top-ranked stocks for further research. My ranking system assigns letter grades to stocks relative to their performance among sector peers. Having a sector-oriented ranking system avoids the problems associated with ranking dissimilar stocks.
This month I decided to rank CCC stocks in the Information Technology sector.
The CCC List: Information Technology
The latest CCC list (dated 03/29/19) contains 875... more
On March 12th an article I wrote on Kinder Morgan (KMI) was published where I outlined a bullish case for the security. If you listened to the Q1 conference call or read the transcript you will see that KMI is delivering on their promises. Investors just received a handsome raise to the tune of 25% on the dividend and the overall business is growing as expected. KMI is capitalizing on the increased demand for energy and is positioned to generate larger revenues and DCF as more fuel sources are transported through their system. I believe KMI is undervalued as they have one on the best transport systems in the industry. Even if it takes a while to recognize substantial gains in the overall share price the juicy dividend which is set to increase again in 2020 by 25% is more than enough... more
Written By Robert Kovacs
Important Notice: My son Sam recently made his comeback to Seeking Alpha. After discussing it with Seeking Alpha's editorial team, we have decided to merge our accounts. Sam will cover stocks which yield less than 3.5% whereas I will focus on those yielding more than 3.5%. You'll be able to tell who wrote the article from the byline which is included above. (I, Robert am writing this one, for instance).
Note: My analysis incorporates my framework which I call "MAD Investing," or Machine Assisted Dividend Investing. Every day, we calculate approximately 60,000 ratios for all U.S. stocks. We sort all stocks into percentiles for each ratio, from strongest to weakest. This information is used to derive a "stock strength score" and a "dividend strength score,"... more
Since ending 2018 on a low point, 2019 has seen a return to glory with the S&P 500 reaching new record highs of $2,940, good for a year-to-date-return of 18%. At the start of the year I recommended my top 3 dividend plays for 2019, and with Q1 now in the books I figured it would be a good idea to recap how my picks are doing.
Performance To Date To begin, let's recap the top 3 picks and see how they have done through April 23rd.
Source: Created by author
As you can see, two of the picks have been performing tremendously, meanwhile, the last of my picks has been in the doghouse along with many other healthcare related stocks in 2019.
In the sections below, I will discuss the company's performance to date and also detail whether the stock is currently a buy, sell,... more
PCTEL, Inc. (Nasdaq: PCTI) announced today the declaration of its regular quarterly dividend of $0.055 per share on its common stock. This dividend will be payable on May 15, 2019 to shareholders of record at the close of business on May 8, 2019.... more
I'm a huge fan of dividend growth stocks and hope you are too. If you do, you are in the right place! I've compiled a list of stocks that are increasing their dividends next week. This gives investors an opportunity to start or add to a position to capture an upcoming payment. This can be especially important for retirees who live on dividend checks.
This list is a trimmed-down version only covering dividend increases. A full upcoming dividend calendar is always available here. If you know how this was built and the caveats, feel free to jump down to the lists themselves.
How It's Assembled
The information presented below was created by combining the "U.S. Dividend Champion" spreadsheet hosted here, with upcoming dividend information from Nasdaq. This meshes... more
(Note: Since this article was written, Occidental Petroleum has made a third bid for Anadarko, of $76 per share. However, thus far, Anadarko has accepted only the Chevron offer (and rejected two previous Occidental bids) and has included $1 billion breakup fee in the arrangement. Until Anadarko officially announces it's canceling the CVX deal, investors should assume Chevron will be the one who buys it).
Big M&A deals are exciting but also can be scary for investors. A meta-analysis of various studies by The Harvard Business Review found that 70% to 90% of large M&A deals fail to deliver shareholder value. The larger the deal the higher the chances that something could go wrong, potentially hurting investors on both sides of the transaction.
Chevron (CVX) recently... more
If one retailer isn’t in trouble, there’s always another out there begging for help.
That’s something mall owners are thinking about today, as they look at their list of tenants and pick out which companies are most at risk of closing more stores or potentially filing for bankruptcy altogether.
The department store chains, in particular, pose huge liabilities for the retail REITs we cover, considering how much real estate these retailers take up, and the fact that the health of many department store operators’ businesses is worsening.
For most of 2018, Sears (OTCPK: SHLDQ) was at the top of that list for risky tenants struggling to make ends meet, and thus keeping retail REITs up at night. Early on last year, it looked like Sears was headed to bankruptcy court. It took... more
Before entertaining any thought of buying shares of a company, we always look at the charts, the valuation and many times the dividend. If the company in question pays out a large dividend yield, many investors may be primarily invested for the dividend itself. Suffice it to say, if management were to cut the dividend without prior notice, this could cause an exodus of capital - especially from the income-orientated subset.
Kronos Worldwide (KRO) which operates in the titanium dioxide pigments (TiO2) industry currently pays out a 5% dividend. The price of the stock looks very attractive as all of the key valuation metrics seem to be lining up with each other. Kronos currently has an earnings multiple of 8.2, a book multiple of 2.0, a sales multiple of 1.0 and a cash-flow multiple of... more
I am going to add National Health Investors, Inc. (NHI) to my high-yield income portfolio this week since I believe the healthcare real estate investment trust makes a compelling value proposition based on portfolio strength, leverage profile, dividend coverage and yield. The healthcare REIT's shares are not cheap, but also not overvalued when taking into account its dividend growth potential in the healthcare market. An investment in NHI yields 5.7 percent.
National Health Investors' shares have dropped off lately, potentially offering high-yield investors an entry opportunity into the stock. According to the Relative Strength Index, or RSI, National Health Investors is on the brink of being oversold.
Who Is National Health Investors?
National Health... more