Dividend-News

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John And Jane's August Dividend Increases And Income Tracker - Taxable Account

Published Thu, 13 Sep 2018 08:12:35 -0400 on Seeking Alpha

Investment Thesis This article marks the 10th month that I've been keeping track of John and Jane's Taxable portfolio and continued to discuss the dividend raises that continue to benefit the income produced by the portfolio.
The story over the last month has remained consistent in that the market continues to reach all-time highs and the economy as a whole continues to look strong. Although it can be tiresome to write these articles after working a full day, I still believe it is incredibly important to help show the "average investor" that a dividend growth portfolio doesn't need to be complicated and when set up correctly, can produce strong results with minimal effort.
As I mentioned in my last article, transparency has helped me become a better investor because it has forced me to acknowledge my mistakes along with my successes. I am thankful that John and Jane's Taxable portfolio has continued to benefit from a number of industries that continue to flourish.
It's All About The Cash Flow It is worth reminding the reader (as well as myself) that most of these gains are temporary as John and Jane are likely to continue holding almost all of these stocks for years to come. What I continue to focus on in this situation is cash flow, which strictly means I am more concerned about the continued growth of earnings per share (EPS), distributable cash flow (DCF), and funds from operations (FFO). Let's look at where each of these measures is... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
NEW RESIDENTIAL INVESTMENT 14.98   18.0 0.83 2.00 13.28
ENERGY TRANSFER PARTNERS 21.79   19.3 1.13 2.26 10.46
MACQUARIE INFRASTRUCTURE 39.63   34.2 1.16 4.00 10.04
ARBOR REALTY TRUST 12.77   9.1 1.40 1.16 9.21
WESTLAKE CHEMICAL PARTNERS LP 21.72   13.6 1.60 1.83 8.44
TANGER FACTORY OUTLET CENTERS 16.50   21.4 0.77 1.42 8.35
TRANSMONTAIGNE PARTNERS 40.99   24.2 1.69 0.00 7.86
BUCKEYE PARTNERS LP 41.22   0.0 -0.63 3.00 7.29
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
HELMERICH & PAYNE 40.76   0.0 -0.68 2.84 6.74
BP 37.67   14.3 2.64 2.44 6.45
ENBRIDGE 34.70   19.7 1.76 2.21 6.38
EPR PROPERTIES 77.15   22.8 3.38 4.50 5.84
AT&T 38.38   16.1 2.38 2.04 5.43
SIMON PROPERTY GROUP 155.27   20.8 7.48 8.40 5.21
EXXON MOBIL 71.98   17.3 4.15 3.48 4.83
WP CAREY & CO 88.72   31.4 2.83 4.14 4.73
LTC PROPERTIES 49.71   18.6 2.67 2.28 4.63
WASHINGTON TRUST BANCORP 50.06   12.6 3.98 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
CARDINAL HEALTH 48.48   10.8 4.51 1.92 4.01
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
GENERAL MILLS 54.09   18.6 2.90 1.96 3.59
MESABI TRUST 24.73   7.3 3.37 0.84 3.57
OLD REPUBLIC INTERNATIONAL 22.80   9.2 2.48 0.80 3.57
ARCHER-DANIELS-MIDLAND 41.45   17.8 2.33 1.40 3.47
JM SMUCKER 105.85   22.4 4.72 3.52 3.30
CUMMINS 165.05   10.1 16.38 5.24 3.20
EMERSON ELECTRIC 64.71   18.4 3.52 1.96 3.02
CLOROX 160.20   25.3 6.34 4.24 2.68
INTERDIGITAL 55.49   69.4 0.80 1.40 2.63
JOHNSON CONTROLS 44.30   6.7 6.57 1.04 2.42
JOHNSON CONTROLS INTERNATIONAL 44.30   6.7 6.57 1.04 2.42
CONOCOPHILLIPS 56.35   9.1 6.20 1.22 2.17
CINCINNATI FINANCIAL 113.24   15.3 7.41 2.24 2.00
HORMEL FOODS 44.00   24.3 1.81 0.84 1.92
WESTLAKE CHEMICAL 64.26   13.5 4.77 1.05 1.61
APPLE 223.08   19.0 11.73 3.08 1.42
STEPAN 98.17   21.9 4.48 1.00 1.02
AMAZON.COM 1843.55   76.5 24.10 0.00 0.00
SPECTRA ENERGY PARTNERS LP 35.40   0.0 0.00 0.00 0.00