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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 37.17   26.6 1.40 2.64 7.37
AT&T 31.07   10.8 2.87 2.04 6.69
ALTRIA GROUP 55.92   15.2 3.68 3.20 5.74
PHILIP MORRIS INTERNATIONAL 91.91   18.1 5.08 4.56 5.04
KRAFT HEINZ 32.29   0.0 -8.40 1.60 5.00
DOMINION RESOURCES 75.52   20.2 3.73 3.67 4.90
HCP 31.65   14.3 2.21 1.48 4.88
SOUTHERN COMPANY 51.57   23.6 2.19 2.40 4.71
IBM 141.44   14.9 9.51 6.28 4.47
QUALCOMM 56.82   36.0 1.58 2.48 4.34
VERIZON COMM 58.29   15.5 3.77 2.41 4.19
GENERAL MILLS 50.04   19.6 2.55 1.96 4.15
EXXON MOBIL 80.48   16.5 4.88 3.28 4.03
KINDER MORGAN 20.42   30.9 0.66 0.80 3.99
REALTY INCOME 72.47   57.5 1.26 2.71 3.86
CHEVRON 123.09   15.9 7.74 4.76 3.82
COCA-COLA 45.93   30.6 1.50 1.60 3.51
WELLS FARGO 49.86   11.2 4.44 1.80 3.50
KIMBERLY-CLARK 121.46   30.1 4.03 4.12 3.44
TARGET 79.49   14.4 5.51 2.56 3.26
JM SMUCKER 111.59   20.1 5.54 3.40 3.18
PEPSICO 119.44   13.6 8.80 3.71 3.14
WISCONSIN ENERGY 78.77   23.5 3.35 2.36 3.04
LOCKHEED MARTIN 299.01   17.0 17.60 8.80 2.97
EMERSON ELECTRIC 66.86   18.6 3.59 1.96 2.87
GENUINE PARTS 109.10   19.8 5.50 3.05 2.84
PROCTER & GAMBLE 102.49   24.9 4.11 2.87 2.82
WALGREENS BOOTS ALLIANCE 62.41   11.5 5.44 1.76 2.80
3M 204.66   23.0 8.90 5.76 2.77
NEXTERA ENERGY 191.91   13.8 13.95 5.00 2.65
HERSHEY 111.50   20.0 5.58 2.89 2.64
JOHNSON & JOHNSON 138.10   24.6 5.61 3.60 2.60
CATERPILLAR 129.77   12.7 10.22 3.44 2.59
COLGATE PALMOLIVE 66.00   24.0 2.75 1.72 2.58
MCDONALDS 186.37   24.7 7.54 4.64 2.53
CLOROX 158.13   26.1 6.05 3.84 2.46
UNITED TECHNOLOGIES 126.88   19.4 6.55 2.94 2.32
AFLAC 49.46   13.2 3.76 1.08 2.18
VANGUARD DIVIDEND APPRECIATION ETF 109.87   0.0 0.00 0.00 2.13
WAL-MART STORES 99.06   43.4 2.28 2.12 2.12
ADP 153.81   37.3 4.12 3.16 2.05
STARBUCKS 71.96   32.0 2.25 1.44 2.01
DEERE 155.94   15.0 10.41 3.04 1.90
CONOCOPHILLIPS 66.07   12.4 5.34 1.22 1.81
MCCORMICK 143.28   20.4 7.01 2.28 1.63
MICROSOFT 117.05   27.2 4.31 1.84 1.57
APPLE 191.05   15.7 12.16 2.92 1.55
BECTON DICKINSON 240.12   73.9 3.25 3.08 1.27
BAXTER INTERNATIONAL 77.24   25.8 2.99 0.76 0.98
VISA 155.80   33.6 4.64 1.00 0.65
GENERAL ELECTRIC 10.27   0.0 -2.62 0.04 0.39
SHIRE 179.20   11.4 15.79 0.34 0.19

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


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