The Board of Directors of Tiffany & Co. (NYSE: TIF) has declared a regular quarterly dividend of $0.50 per share of Common Stock, representing an 11% increase in the quarterly rate. This declaration increases the quarterly dividend from $0.45 per share (or $1.80 annually) to the new rate of $0.50 per share (or $2.00 annually).... more
This research report was jointly produced with co-author Big Dog Investments.
Five dividend champions to choose
I have five dividend champions which have at times been a large portion of my portfolio over the last few years. As of now, I'm only invested in four of them because of the current market valuation. I chose dividend champions which I believed would be worth buying and holdings for decades. So far the five companies together have been performing very well and have given me better returns then if I just invested in the S&P 500. Well, with the notable exception of Target (NYSE: TGT). Target has not done well.
The dividends from Target keep piling up, but the market is convinced time is running out on this dividend champion.
Strategy for... more
In June of 2013 a young, long time Seeking Alpha reader had come up with an investment thesis. He decided to take a stab at writing, and got his first article published. It was a selection of stocks built to profit from population growth and advancement of society over the next couple of decades. It was titled "Dividend Growth Stocks Of Tomorrow: Investing For The Next 25 Years". This article is a look back at these selections. We will examine a few "misses" that have drastically fallen behind the market since the article was published. These stocks may not be suited to my long term investing goals, but can offer valuable lessons to this investor.
Now in my late 20's I still consider myself "young and stupid". I think the argument would be fairly easy... more
A few months ago I wrote an article on Pebblebrook Hotel Trust (NYSE: PEB), a Lodging REIT that invests in higher-quality boutique hotels. I explained that "everyone wants to own the hotel on Boardwalk, the most expensive property on a standard Monopoly Board and the highest in rent revenue."
Of course, I was alluding to Pebblebrook, the Lodging REIT with the highest Hotel EBITDA Per Key (~$38,600, compared to the peer average of $28,400 per key). As it turns out, my recommendation to own PEB was a good one, as shares have outperformed the peer group YTD.
In the game of Monopoly, one of my primary strategies is to own Boardwalk and Park Place, hoping to build a monopoly in the high rent district.
However, that's not the only way to win the game. I have... more
Advanced Drainage Systems, Inc. (NYSE: WMS) (“ADS” or the “Company”), a leading global manufacturer of water management products and solutions for commercial, residential, infrastructure and agricultural applications, today announced that its Board of Directors has approved a quarterly cash dividend to its shareholders in the amount of $0.07 per share.... more
Written by Bob Ciura on May 24th, 2017, for Sure Dividend.
Oil prices are gradually on the rise, after bottoming out in 2016. Oil prices sank below $30 per barrel in the U.S. last year, but recently reclaimed $50 per barrel. Brent crude, the international benchmark for oil prices, has climbed back to $54 per barrel. In turn, this has lifted share prices across the oil and gas industry. But investors can still find Big Oil stocks trading at a discount, with high dividend yields as well. For example, Royal Dutch Shell (NYSE: RDS-A) (NYSE: RDS-B) offers a dividend yield of approximately 6.8%. Shell is one of 295 stocks with a 5%+ dividend yield. You can see the full list of established 5%+ yielding stocks by clicking here.
And, Shell is the highest-yielding integrated oil and gas... more
Did you ever think a REIT could be included in the Canadian Dividend Aristocrats list? Considering we identify REITs as an income investment, we don’t usually expect dividend growth. However, there are currently 6 REITs in the Canadian Dividend Aristocrats list and 2 Canadian Dividend Achievers amongst that list.
Canadian Dividend Aristocrat Rules
The company’s security is a common stock or income trust listed on the Toronto Stock Exchange and a constituent of the S&P Canada BMI. The security has increased ordinary cash dividends every year for five years, but can maintain the same dividend for a maximum of two consecutive years within that five year period. The float-adjusted market capitalization of the security, at the time of the review, must be at least C$ 300... more
Brown-Forman’s (NYSE: BF-A) (NYSE: BF-B) Board of Directors declared a regular quarterly cash dividend of 18 1/4 cents per share on its Class A and Class B Common Stock. Stockholders of record on June 5, 2017 will receive the cash dividend on July 3, 2017.... more
UBS ETRACS Monthly Pay 2x Leveraged Mortgage REIT ETN (NYSEARCA: MORL) seeks to replicate, net of expenses, twice the performance of the MVIS Global Mortgage REITs Index. Its underlying is the same as the VanEck Vectors Mortgage REIT Income ETF (NYSEARCA: MORT), which makes easy to spot a possible decay due to tracking errors or leveraging. MORL has an expense ratio of 0.40%. According to SeekingAlpha, the dividend yield on the trailing year is 18.41%, which is 4% better than twice MORT's dividend yield reported by the same source: 7.21%.
The main concern about leveraged ETPs is decay due to beta slippage. Most leveraged ETPs have their performances specified on a daily basis. For example, a 2x leveraged ETF aims at returning every day twice the daily return of the underlying... more