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|
|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|
|BUCKEYE PARTNERS LP||41.22||0.0||-0.63||3.00||7.29|
|HELMERICH & PAYNE||40.76||0.0||-0.68||2.84||6.74|
|SIMON PROPERTY GROUP||155.27||20.8||7.48||8.40||5.21|
|WP CAREY & CO||88.72||31.4||2.83||4.14||4.73|
|WASHINGTON TRUST BANCORP||50.06||12.6||3.98||2.04||4.22|
|OLD REPUBLIC INTERNATIONAL||22.80||9.2||2.48||0.80||3.57|
|JOHNSON CONTROLS INTERNATIONAL||44.30||6.7||6.57||1.04||2.42|
|SPECTRA ENERGY PARTNERS LP||35.40||0.0||0.00||0.00||0.00|
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