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Dividend Portfolio Review: New Dividend Record

Published Mon, 18 Jun 2018 08:40:48 -0400 on Seeking Alpha

It's May and this is the best time of the year for a German dividend investor as this is the month where most of Germany's companies distribute their annual dividends. As such it was no surprise that May set a new record in dividend income but I am still baffled by the amount and the growth compared to the previous year.
Having been on holidays to Greece for the best part of two weeks, I was not that active in the second half of the month but some heavy buying and selling during the first 2-3 weeks more than made up for it. I have not employed anything like "Sell in May and Go Away!" despite the ongoing rise in valuations.
Portfolio Changes | 2 new stocks, 0 sales and 20 repurchases I spent a net total of $3,558 in May and grew the portfolio with two new stocks: JD.com (JD) and Vonovia (OTCPK: VONOY).
The dominant purchase in May was clearly Micron Technology (MU) with 21 shares and the dominant (partial) sale Gilead Sciences (GILD) with 10 shares.
Although Gilead recently missed estimates top and bottom line that was not the reason why I trimmed my shares. I understand that the progress Gilead is making is very slow as HCV sales have still not found their bottom, HIV sales showed less momentum than previously expected while the impact of the Kite acquisition will take time to materialize. I still remain very long in the stock and also remain confident that the current yield of almost 3.2% is a great long-term opportunity. However, I simply found... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
B&G FOODS 19.58   7.2 2.72 1.90 9.75
APOLLO COMMERCIAL REAL ESTATE FINANCE 19.35   12.6 1.54 1.84 9.57
ARES CAPITAL 19.19   10.5 1.82 1.60 8.39
CENTURYLINK 13.53   0.0 -7.43 1.00 7.94
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
SENIOR HOUSING PROPERTIES 8.89   0.0 -0.34 0.60 6.73
OMEGA HEALTHCARE INVESTORS 41.16   32.4 1.27 2.64 6.57
BP 37.67   14.3 2.64 2.44 6.45
ABBVIE 70.83   26.0 2.72 4.28 6.28
PHILIP MORRIS INTERNATIONAL 74.90   14.9 5.03 4.68 6.12
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
AT&T 38.38   16.1 2.38 2.04 5.43
PEBBLEBROOK HOTEL TRUST 28.65   0.0 -0.41 1.52 5.23
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
CANADIAN IMPERIAL BANK OF COMMERCE 81.35   9.5 8.59 4.33 5.17
KINDER MORGAN 20.42   20.6 0.99 1.00 4.94
STAG INDUSTRIAL 29.50   47.6 0.62 1.43 4.93
EXXON MOBIL 71.98   17.3 4.15 3.48 4.83
BANK OF NOVA SCOTIA 56.20   11.2 5.02 2.70 4.79
DOMINION RESOURCES 78.54   53.8 1.46 3.67 4.77
IBM 143.62   14.8 9.68 6.48 4.47
CORESITE REALTY 116.12   54.5 2.13 4.88 4.43
BROOKFIELD INFRASTRUCTURE PARTNERS LP 47.35   1.0 0.03 2.01 4.25
WELLS FARGO 48.65   10.0 4.84 2.04 4.22
SOUTHERN COMPANY 59.99   14.0 4.28 2.48 4.19
VERIZON COMM 60.43   15.8 3.83 2.46 4.04
TORONTO-DOMINION BANK 56.54   11.9 4.74 2.22 4.02
ROYAL BANK OF CANADA 78.79   11.9 6.61 3.16 4.00
PFIZER 37.28   17.0 2.19 1.44 3.85
GENERAL MOTORS 39.07   6.2 6.29 1.52 3.84
GILEAD SCIENCES 66.36   14.4 4.61 2.52 3.76
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
GENERAL MILLS 54.09   18.6 2.90 1.96 3.59
3M 170.58   20.6 8.28 5.76 3.41
MORGAN STANLEY 44.32   9.7 4.59 1.40 3.21
COCA-COLA 55.11   33.6 1.64 1.60 2.94
JOHNSON & JOHNSON 130.43   21.6 6.03 3.80 2.93
CISCO SYSTEMS 49.93   19.2 2.60 1.40 2.85
PEPSICO 137.29   15.2 9.02 3.82 2.81
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
UNILEVER 60.75   0.0 0.00 1.86 2.58
PROCTER & GAMBLE 122.77   90.3 1.36 2.98 2.49
BANK OF AMERICA 29.67   10.6 2.80 0.72 2.45
INTEL 53.01   12.4 4.29 1.26 2.43
TARGET 108.94   18.0 6.04 2.64 2.43
TEXAS INSTRUMENTS 130.22   23.8 5.47 3.08 2.42
MCDONALDS 212.15   27.9 7.61 4.64 2.21
ALBEMARLE 69.28   13.5 5.12 1.47 2.15
HONEYWELL INTERNATIONAL 168.63   17.9 9.44 3.28 1.93
TIME WARNER 92.96   14.0 6.62 1.61 1.69
STARBUCKS 92.06   32.6 2.82 1.44 1.59
APPLE 223.08   19.0 11.73 3.08 1.42
MICROSOFT 137.52   27.1 5.07 1.84 1.35
WALT DISNEY 137.50   17.3 7.93 1.76 1.30
NIKE 87.67   35.2 2.49 0.88 1.01
ACTIVISION BLIZZARD 55.45   25.3 2.19 0.37 0.66
VISA 177.98   34.2 5.21 1.00 0.57
NVIDIA 184.27   41.6 4.43 0.64 0.35
ADVANCED MICRO DEVICES 30.21   177.7 0.17 0.00 0.00
ALLIANZ SE 23.20   0.0 0.00 0.00 0.00
BASF SE 17.74   0.0 0.00 0.00 0.00
BAYERISCHE MOTOREN WERKE 23.77   0.0 0.00 0.00 0.00
DAIMLER 52.83   0.0 0.00 0.00 0.00
MICRON TECHNOLOGY 50.44   5.9 8.53 0.00 0.00
SPECTRA ENERGY PARTNERS LP 35.40   0.0 0.00 0.00 0.00

B&G FOODS - BGS
B&G FOODS - BGS  


Older articles featuring B&g Foods (BGS):
B&G Foods Declares Regular Quarterly Dividend
B&G Foods Declares Regular Quarterly Dividend
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B&G Foods Declares Regular Quarterly Dividend
B&G Foods Announces Tax Treatment of Common Stock Dividends Paid in 2020
B&G Foods Declares Regular Quarterly Dividend
September 2020 Dividend Portfolio Update
Dividend Champions For October 2020
Dividend Challenger Highlights: Week Of September 27
August 2020 Dividend Portfolio Update

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