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Dividend Growth 50: More In Year 4, With Income Up 10% - Part 2

Published Tue, 08 Jan 2019 09:00:00 -0500 on Seeking Alpha

As if it wasn't enough that the Dividend Growth 50 beat the market in total return in 2018, our real-money portfolio also had its best year ever on the income-growing front.
How does a 9.87% raise sound? Pretty darn good, if you ask me - and rounding it up to 10% sounds even better!

Not even the horrific performance of General Electric (GE) - which continued to bring bad things to life by announcing a 92% dividend cut as a follow-up to last year's 50% decrease - could keep the DG50 from having a very happy 4th birthday.
The leader on the income-growth list might surprise some people, as it was none other than Kinder Morgan (KMI). After gaining infamy in Dividend Growth Investing circles by slashing its payout 75% a few years ago, KMI so far has followed through on its more recent promise to get back to raising dividends aggressively. As a result, the DG50's position in the oil/gas pipeline company saw a nearly 50% year-over-year income rise.
Four other holdings also generated income growth of at least 20%: Visa (V), Starbucks (SBUX), AFLAC (AFL) and Baxter (BAX).
In Part 1, my annual Dividend Growth 50 total-return report, I showed how the portfolio posted a 1.1% year-over-year gain in total return even as the overall market suffered a loss. I also looked back at the genesis of the project, and how I came to invest more than $25,000 of my own money in this collection of stocks that had been selected in 2014 by 10 fellow Seeking Alpha... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
OMEGA HEALTHCARE INVESTORS 37.43   26.7 1.40 2.64 7.15
AT&T 30.62   5.8 5.29 2.04 6.61
GENERAL ELECTRIC 7.01   0.0 -3.82 0.48 6.59
PHILIP MORRIS INTERNATIONAL 69.62   16.2 4.29 4.56 6.56
ALTRIA GROUP 48.26   8.6 5.62 3.20 6.54
KRAFT HEINZ 46.91   5.5 8.46 2.50 5.48
IBM 119.83   19.3 6.22 6.28 5.35
GENERAL MILLS 38.55   10.7 3.60 1.96 5.33
HCP 27.93   79.8 0.35 1.48 5.31
SOUTHERN COMPANY 46.79   19.4 2.41 2.40 5.15
KINDER MORGAN 17.14   0.0 -0.02 0.80 4.93
DOMINION RESOURCES 67.97   13.6 5.01 3.34 4.78
EXXON MOBIL 71.63   13.2 5.44 3.28 4.57
QUALCOMM 55.73   0.0 -3.32 2.48 4.31
VERIZON COMM 58.03   7.4 7.86 2.41 4.15
REALTY INCOME 64.77   54.4 1.19 2.65 4.13
CHEVRON 111.72   15.0 7.43 4.48 3.98
TARGET 68.84   11.4 6.01 2.56 3.68
WELLS FARGO 47.67   10.9 4.39 1.72 3.59
KIMBERLY-CLARK 114.95   25.0 4.60 4.00 3.58
PEPSICO 108.99   31.4 3.47 3.71 3.43
JM SMUCKER 103.17   8.8 11.79 3.40 3.33
COCA-COLA 47.20   72.6 0.65 1.56 3.32
WISCONSIN ENERGY 67.58   16.6 4.06 2.36 3.19
LOCKHEED MARTIN 276.00   25.2 10.96 8.80 3.17
EMERSON ELECTRIC 61.69   17.8 3.46 1.96 3.16
PROCTER & GAMBLE 92.01   24.1 3.82 2.87 3.13
GENUINE PARTS 95.27   19.2 4.96 2.88 2.99
3M 188.94   25.3 7.48 5.44 2.83
JOHNSON & JOHNSON 129.36   258.7 0.50 3.60 2.77
CATERPILLAR 128.15   20.5 6.26 3.44 2.72
COLGATE PALMOLIVE 61.61   25.5 2.42 1.68 2.71
HERSHEY 106.03   22.0 4.83 2.89 2.71
UNITED TECHNOLOGIES 111.06   17.9 6.22 2.94 2.67
MCDONALDS 181.02   27.5 6.59 4.64 2.54
NEXTERA ENERGY 171.23   9.7 17.62 4.44 2.53
CLOROX 152.62   23.8 6.42 3.84 2.50
WALGREENS BOOTS ALLIANCE 71.79   13.2 5.44 1.76 2.45
ADP 132.33   33.9 3.90 3.16 2.40
VANGUARD DIVIDEND APPRECIATION ETF 99.78   0.0 0.00 0.00 2.30
AFLAC 46.40   7.7 6.04 1.04 2.28
STARBUCKS 63.37   19.7 3.21 1.44 2.26
WAL-MART STORES 96.25   55.3 1.74 2.08 2.19
APPLE 153.07   12.9 11.87 2.92 1.92
DEERE 157.41   21.8 7.21 3.04 1.92
CONOCOPHILLIPS 65.61   13.0 5.05 1.22 1.84
MICROSOFT 102.05   42.3 2.41 1.84 1.79
MCCORMICK 140.79   20.9 6.73 2.28 1.63
BECTON DICKINSON 226.38   514.5 0.44 3.08 1.35
BAXTER INTERNATIONAL 66.12   29.9 2.21 0.76 1.14
VISA 137.34   31.1 4.41 1.00 0.72
SHIRE 179.20   11.4 15.79 0.34 0.19

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


Older articles featuring Omega Healthcare Investors (OHI):
Omega Announces Quarterly Common Stock Dividend and Schedules Fourth Quarter Earnings Release Date and Conference Call
LTC Properties: A Monthly-Paying SWAN Yielding 5.5%
Small-Cap Dividend Stocks: 5 “Dividend Prospects” Yielding Up to 7.5%
5 Great Dividend Picks To Start Off 2019
Philip Morris International: Great High Dividend Income Yield Of 6.7% With An Inelastic Priced Product
My Dividend Growth Portfolio Closes Out 2018
The Most Undervalued And Overvalued Dividend Contenders - January 2019
3M: Time To Buy The Dip Of This Dividend King With Dividend Increase Expected This Month
5%+ Dividend Yield Portfolio: Beating The Market 2 Of The Last 3 Years (December 2018 Review)
My Dividend Growth Portfolio - Q4 2018 Summary

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