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Buying Stocks For A Dividend Growth Portfolio: Postscript A

Published Thu, 21 Sep 2017 07:53:35 -0400 on Seeking Alpha

Introduction This posting is truly a postscript. With the completion of "Buying Stocks For A Dividend Growth Portfolio: Part 3 The Portfolio," Sep. 6, 2017 on SeekingAlpha, I didn't think there would be anything more to say. The logic of the portfolio had been explained in Part 1. Part 2 had discussed buying opportunities for each stock, and Part 3 presented the entire portfolio.
However, in response to one of the postings, there was a request to identify those stocks that currently look cheap and those that looked overpriced. That is a different approach from the portfolio focus of the postings. As described in the previous posting in this series (part 1a- here - and especially part 1b here), positions are initiated with a very long holding period in mind, and, consequently, they are often initiated by making a small purchase with the intent to add to the position at better prices over time.
The focus is on accumulating a stock over a period of time rather than in one purchase. Thus, almost every stock in the portfolio can be viewed as being one where accumulating more shares makes sense. The exception would be if the position has grown to the point where it makes portfolio sense to look elsewhere in order to avoid too much concentration in one stock. For years, that accumulation was done primarily through dividend reinvestment. In general, it would make no sense to hold a stock in a portfolio if one wasn't willing to accumulate more of the stock. At the... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
HEALTH CARE REIT 52.22   41.1 1.27 3.48 6.40
ENBRIDGE 36.99   23.0 1.61 2.21 5.87
FORD MOTOR 9.85   12.6 0.78 0.60 5.86
ABBVIE 81.15   23.2 3.49 4.28 5.29
BCE 45.16   18.6 2.43 2.37 5.22
KINDER MORGAN 20.34   29.9 0.68 1.00 4.93
TRANSCANADA 48.35   15.2 3.19 2.24 4.57
EXXON MOBIL 73.79   17.0 4.34 3.48 4.56
VERIZON COMM 58.87   15.2 3.88 2.41 4.05
TORONTO-DOMINION BANK 56.01   12.1 4.64 2.22 4.00
CHEVRON 117.87   16.3 7.23 4.76 3.92
UNITED PARCEL SERVICE 96.17   18.4 5.24 3.84 3.86
NATIONAL RETAIL PROPERTIES 53.60   36.0 1.49 2.00 3.78
GENERAL MILLS 53.43   21.0 2.55 1.96 3.74
METLIFE 48.13   9.4 5.15 1.76 3.70
QUALCOMM 66.21   35.0 1.89 2.48 3.58
3M 165.87   17.6 9.43 5.76 3.44
KIMBERLY-CLARK 130.91   25.8 5.08 4.12 3.17
UNILEVER 61.19   0.0 0.00 1.77 3.03
EMERSON ELECTRIC 62.68   17.1 3.67 1.96 3.00
INTEL 44.57   10.1 4.42 1.26 2.86
PEPSICO 130.07   14.7 8.86 3.82 2.85
PROCTER & GAMBLE 106.72   25.4 4.20 2.98 2.78
JOHNSON & JOHNSON 139.79   25.9 5.40 3.80 2.61
CLOROX 150.88   24.6 6.12 4.24 2.59
LOCKHEED MARTIN 340.07   17.4 19.57 8.80 2.56
MCDONALDS 198.97   26.4 7.54 4.64 2.32
BOEING 350.55   20.0 17.48 8.22 2.29
NOVARTIS 83.91   15.9 5.27 1.84 2.25
AQUA AMERICA 39.46   44.8 0.88 0.88 2.22
UNITED TECHNOLOGIES 130.45   20.1 6.49 2.94 2.16
HONEYWELL INTERNATIONAL 166.44   18.4 9.02 3.28 1.93
NEWMONT MINING 31.32   72.8 0.43 0.56 1.80
PPG INDUSTRIES 108.48   19.9 5.45 1.92 1.78
MICROSOFT 126.24   28.0 4.50 1.84 1.44
PAN AMERICAN SILVER 10.49   0.0 -0.05 0.14 1.35
ROCKWELL COLLINS 129.85   21.4 6.07 1.32 1.00
GOLDCORP 11.19   0.0 -4.77 0.00 0.70
GENERAL ELECTRIC 9.90   0.0 -2.07 0.04 0.40
SPRINT NEXTEL 6.95   0.0 -0.47 0.00 0.00

HEALTH CARE REIT - HCN
HEALTH CARE REIT - HCN  


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