Note: To learn more about the Machine Assisted Dividends (M.A.D.) methodology, you can read this post, which my father Robert Kovacs published. All financial data from my company mad-dividends.com is sourced directly from the SEC, whereas pricing data comes from IEX.
Written by Sam Kovacs
As of the today, Abercrombie & Fitch(ANF) has a dividend yield of 3.08% and is trading at $26.00 per share. According to my M.A.D. assessment ANF has a Dividend Strength Score of 62 and a Stock Strength score of 100.
This article will present and discuss the factors which show why I believe that dividend investors should stay away from Abercrombie & Fitch. While I believe it is a great stock for capital gains investors, it doesn’t tick all the boxes required for a... more
From time to time, I compile a virtual portfolio of the top 50 holdings of Dividend ETFs. This is an informative exercise and certainly worth the effort.
Below is a brief summary of the methodology. For details, please refer to the June 2017 edition in this series. And if you want to learn about Dividend ETFs and ETF resources, the December 2016 article is worth revisiting.
Dividend ETF Analysis
Dividend ETFs invest in stocks that pay and regularly increase dividends. The issuers of ETFs provide data about the holdings of each ETF, including the percentage of assets under management allocated to each holding.
I collect these data from established Dividend ETFs and compile a spreadsheet with tickers of the top 25 holdings in each ETF, along with the relative weight of each... more
Omega Healthcare Investors (OHI) is among the largest REITs in the healthcare industry. Its share price got under a lot of pressure in early 2018, after problems with operators and a dividend freeze made investors worry about the sustainability of its payout.
With a dividend yield of 7.1%, Omega Healthcare Investors looks suitable for income-oriented investors. You can see our full list of high-yield dividend stocks here.
Fortunately, OHI is making continuous progress in addressing problems with operators, and thanks to favorable long-term trends, the REIT is poised for improving results in the coming years.
Omega Healthcare is a real estate investment trust that focuses on healthcare properties. More precisely, it is primarily active in the skilled... more
This article was first released to CEF/ETF Income Laboratory subscribers one month ago, so data may be out of date. Please check latest data before making investment decisions.
In our latest monthly "The Chemist's Quality Closed-End Fund Report," the BrandywineGLOBAL Global Income Opportunities Fund (BWG) emerged as the top-ranked D x Y x Z quality CEF. This $277 million AUM fund was incepted about 7seven years ago, and is classified by CEFConnect in the "Global Income Leveraged" category. Prior to Dec. 29, 2017, this fund was known as "Legg Mason BW Global Income Opportunities Fund." The fund went ex-dividend last month (April) with a discount of -15.76%, a one-year z-score of -0.7 and a yield of 6.64% that was 104% covered.
Relevant details about the fund are... more
Gladstone Commercial Corp. (GOOD) is a moderately valued commercial property REIT with growth potential in a rising economy. The real estate investment trust has a growing commercial real estate platform and depends on acquisitions to grow funds from operations. Gladstone Commercial Corp. pays its dividend on a monthly basis, but the REIT has a thin margin of dividend safety. Shares are moderately valued and throw off a dividend yield of 6.9 percent.
Gladstone Commercial Corp. - Portfolio Overview
Gladstone Commercial Corp. is a commercial property real estate investment trust that invests in single tenant and anchored multi-tenant net leased real estate, primarily office and industrial properties. At the end of the March quarter, Gladstone Commercial Corp.’s real estate... more
Real Estate Weekly Review
Following the worst week of 2019 for the major equity indexes, the S&P 500 (SPY) finished the week lower by another 0.7% as trade talks have reportedly broken down between the US and China. Progress on North American trade relations and a delay of the European auto tariffs were welcome news for investors, who have flocked to bonds and domestic-focused equity sectors in recent weeks, taking the 10-year yield down near 18-month lows. REITs (VNQ and IYR) continue to be among the stronger-performing equity sectors of 2019, climbing more than 1% this week led by the more yield-sensitive segments of the real estate sector.
On the week, the Hoya Capital US Housing Index, an index that tracks the performance of the broader US housing industry,... more
Actionable Conclusions (1-10): Brokers Predicted 11.7% To 37.9% Net Gains To May 2020
Five of the ten Top Proven Dividend Winners by yield were verified as being among the top ten gainers for the coming year based on analyst 1-year target prices. (They are tinted gray in the chart below). Thus, our yield-based forecast for the Top Proven Dividend Winners, graded by Wall St. wizards, was 50% accurate.
Projections, based on estimated dividend returns from $1,000 invested in each of the highest yielding stocks and their aggregate one-year analyst median target prices, as reported by YCharts, created the 2019-20 data points. Note: one-year target prices by lone analysts were not applied. Ten probable profit-generating trades projected to May 16, 2019 were:
We went looking for some high-yield vehicles with dividend growth and came up with these two companies - CNX Midstream Partners LP (CNXM) and SemGroup Corporation (SEMG).
They're both midstream companies, but their corporate structures differ - SEMG is a corporation, and issues a 1099 at tax time, whereas CNXM is an LP, and issues a K-1 at tax time.
CNXM was formerly known as CONE Midstream Partners LP and changed its name to CNX Midstream Partners LP in January 2018. CNX Midstream Partners LP was founded in 2014 and is based in Canonsburg, Pennsylvania.
Its assets include natural gas gathering pipelines and compression and dehydration facilities, as well as condensate gathering, collection, separation and stabilization facilities to service its customers’ production in the... more
NVIDIA (NVDA) just reported earnings, and the stock is up nearly 7% after hours. I was a big fan of NVDA and began writing about it in 2015 when it was trading at under $20 per share. I lost interest in the stock in 2018, which happens to contain NVDA's top.
Earnings Report Sentiment Analysis Since I last wrote about NVDA, I have developed a financial lexical analysis method, which I often apply to earnings reports. In this process, I can extract sentiment scores from earnings calls, and these scores' raw values, as well as quarterly/yearly changes, have predictive validity for a given stock's price in the following quarter/year. Today, I return to NVDA, employing this analysis.
Let's plot NVDA's sentiment scores with the stock's excess... more
The Board of Directors of Westlake Chemical Corporation (NYSE: WLK) declared today a regular dividend distribution of $0.2500 per share. This dividend will be payable on June 12, 2019, to stockholders of record on May 29, 2019.... more