Dividend-News
Daily dividend news for investors in dividend stocks
Digital Realty: A Coronavirus-Resistant Dividend Growth Investor's Fantasy
Digital Realty's cash flow will be hardly affected by Covid-19. If anything, the demand for data centers should accelerate even further.
The company's overall growth has been excellent, especially on the dividends side.
The stock is a compelling long-term hold, run with shareholder interests in mind.
Few stocks have evaded the historical selloff of the past month. Even the real estate sector took a massive beating, despite being considered one of the safest in terms of cash flow stability, as I highlighted in my latest article.
Real estate has massively transformed over the past decade. Investors would find significant growth in malls and residential REITs. However, nowadays, the appeal has remarkably shifted towards data centers, cell towers, and even storage REITs.... more
SeekingAlpha
Royal Mail: Uncertainty, Dividend Suspension Mean You Should Avoid Shares For Now
The Royal Mail suspended its dividend.
Guidance has become uncertain, but the impact to the company's income shouldn't be good.
The company's transformation program is expected to take longer than forecast.
There is too much uncertainty and no longer any dividend incentive to justify an investment at these levels.
The Royal Mail (ROYMY,ROYMF) recently announced a suspension of its dividend. The company also suggested the possibility of a decreased service as a result of sickness among their workers. The company has seen significant increases in volume across certain areas while others have declined. With new uncertainty and the company’s annual report being postponed indefinitely – the Royal Mail’s shares should be avoided for now.
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Retirement Strategy: New Investing Paradigm May Change Dividend Growth Investing Forever
The unprecedented decline in consumer spending might signal an evolution of long term investing for retirement.
Value companies tend to be mature and rely on continuous consumer purchasing to continue paying dividends.
As this pandemic lags on, the investment dynamics might evolove for younger generations.
I have written for almost 10 years here on Seeking Alpha, and over the years regular folks - those who have invested in dividend growth stocks for retirement - have relied on a continuing cash flow of dividend income to support their retirement. The strategy has worked for countless "lower risk" investors who have been able to support their later years with a reliable flow of income. The most reliable of those dividend stocks have been the Dividend Aristocrats and kings with a... more
SeekingAlphaStock symbol(s): AMZN,FB,JNJ,KO,NFLX,PG
Quick BDC Market Update: 18% Average Yield But Continued Volatility
BDC prices got hammered this month for the reasons discussed below.
At one point the average BDC was trading at almost a 60% discount to book value.
BDCs have started to rally but still have an average dividend yield of more than 18%. Please expect continued volatility that I will discuss in upcoming articles.
BDCs will start reporting results next month and as they report we will a good idea of what to expect so investors need to pay close attention.
BDC Stock Price Declines
Business Development Companies ("BDCs") got hammered this month along with other higher-yield credit-related investments for many of the reasons discussed below. It is important for investors to understand that BDCs are mostly retail-owned and many of the investors manage their own accounts... more
SeekingAlphaStock symbol(s): AINV,ARCC,BDCL,BDCZ,BKCC,CGBD,CPTA,CSWC,FDUS,FSK,GAIN,GARS,...
SMDV: Time For Long-Term Investors To Buy These Small-Cap Dividend Growers
SMDV is a small-cap, dividend-growth ETF with a relatively short but impressive record.
The ETF has a relatively small portfolio of 63 stocks, but they are equally weighted so as not to put too much reliance on any one company.
SMDV has outperformed the broader small-cap index both since inception and during the current downturn, and dividend growth has been substantially faster.
The average dividend growth streak for SMDV's portfolio companies is 25+ years.
The TTM distribution yield is 2.99% and could plausibly render a 10% yield-on-cost in a little over 10 years.
Investment Thesis
The ProShares Russell 2000 Dividend Growers ETF (SMDV) seeks out high-quality, small-cap stocks that have raised their annual dividends for at least 10 consecutive years. In the last... more
SeekingAlpha
SpartanNash: Underappreciated Food Retailer With Strong Dividend Credentials
I am bullish on SpartanNash Company as I think it is underappreciated.
SPTN is poised to benefit through favorable comp effects and some macro tailwinds. The company has also been taking measures to improve the working capital and cash flow.
SPTN offers a very useful dividend yield of 6.45% and has increased dividends y-o-y for 9 years (16% CAGR growth).
"First we eat, then we do everything else." – M.F.K. Fisher
I like the food and beverages sector for its relative stability and recession-proof qualities, and have been pointing out the relative strength actively in The Lead-Lag Report. This sector does take on more prominence in risk-averse times such as these, as can be evidenced with the relative outperformance of the Invesco Dynamic Food & Beverage ETF (PBJ) to the... more
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Dividend Challenger Highlights: Week Of March 29
A weekly summary of dividend activity for Dividend Challengers.
Companies which declared increased dividends.
Companies with upcoming ex-dividend dates.
Companies with upcoming pay dates.
Introduction
The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts, and the latest edition may be found here. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with close to 900 companies on the list, the sheer amount of data can quickly become overwhelming. In this weekly series, I highlight recent and upcoming dividend related activity for companies holding Challenger (5-9 years) status.
In the data presented below, Yield is forward annualized... more
SeekingAlphaStock symbol(s): AEE,AGM,AGM.A,AGM.PA,AGM.PC,AGM.PD,AHH,ALLE,AXP,BAM,BAMGF,...
Dividend Champion And Contender Highlights: Week Of March 29
A weekly summary of dividend activity for Dividend Champions and Contenders.
Companies which declared increased dividends.
Companies with upcoming ex-dividend dates.
Companies with upcoming pay dates.
Introduction
The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts, and the latest edition may be found here. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with close to 900 companies on the list, the sheer amount of data can quickly become overwhelming. In this weekly series, I highlight recent and upcoming dividend related activity for companies holding Champion (25+ years) and Contender (10-24 years) status.
In the data... more
SeekingAlphaStock symbol(s): ABM,ACU,ADP,ALB,ALL,ALL.PB,ALL.PG,ALL.PI,ANDE,APD,ATRI,AVGO,...
Cedar Fair Yields More Than 15%, But Don't Expect It To Last
Cedar Fair has temporarily closed those parks that had been open.
Hopes to reopen parks by middle of May.
Increased debt and lost revenue could force a cut in the annual $3.74 distribution.
Company sent K-1s out in early March with significant UBGI.
Cedar Fair, LP (FUN) owns more than a dozen water and theme parks, and other than one in Toronto, Canada, all are located in the US. As the name indicates, the company is a Limited Partnership that trades units, rather than shares, and pays a distribution rather than a dividend. So, instead of a receiving a 1099-DIV form earlier this year, one would have received a more complex Schedule K-1 earlier this month. For those that own several hundred units in a tax advantaged account, such as an IRA, SEP or KEOGH, they could find that... more
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Public Storage E Preferred: Defensive 5%-Plus Yield In A Defensive Industry
The PSA-E preferred continues to outperform the market in this pullback.
PSA just got an analyst upgrade this week for its defensive qualities in recessions and its strong balance sheet.
PSA-E shares are cumulative, with strong 7X coverage.
Public Storage (PSA) is the biggest self storage REIT in the market, with a market cap of ~$39B. PSA acquires, develops, owns and operates self-storage facilities. As of 12/31/19, it had:
1. Interests in 2,483 self-storage facilities located in 38 states with approximately 169 million net rentable square feet in the United States.
2. An approximate 35% common equity interest in Shurgard Self Storage SA (Euronext Brussels:SHUR) which owned 234 self-storage facilities located in seven Western European nations with approximately 13... more
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