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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 36.36   27.6 1.32 2.64 7.35
AT&T 32.35   12.1 2.68 2.04 6.34
ALTRIA GROUP 50.86   15.5 3.28 3.20 6.20
PHILIP MORRIS INTERNATIONAL 77.59   15.7 4.95 4.56 5.84
KRAFT HEINZ 30.31   0.0 -8.40 1.60 5.31
DOMINION RESOURCES 76.66   36.5 2.10 3.67 4.89
KINDER MORGAN 20.52   30.2 0.68 1.00 4.81
IBM 135.76   14.3 9.48 6.48 4.77
EXXON MOBIL 74.35   17.1 4.34 3.48 4.70
HCP 31.94   14.1 2.26 1.48 4.69
SOUTHERN COMPANY 55.15   16.9 3.27 2.48 4.55
VERIZON COMM 57.62   14.8 3.88 2.41 4.24
CHEVRON 120.81   16.7 7.23 4.76 3.96
WELLS FARGO 45.29   10.0 4.52 1.80 3.89
REALTY INCOME 72.70   54.2 1.34 2.72 3.75
GENERAL MILLS 52.99   20.8 2.55 1.96 3.74
QUALCOMM 68.72   36.4 1.89 2.48 3.56
3M 166.69   17.7 9.43 5.76 3.41
WALGREENS BOOTS ALLIANCE 52.57   9.9 5.32 1.76 3.38
EMERSON ELECTRIC 62.77   17.1 3.67 1.96 3.12
COCA-COLA 51.31   32.7 1.57 1.60 3.10
KIMBERLY-CLARK 137.32   27.0 5.08 4.12 3.06
GENUINE PARTS 102.85   19.1 5.39 3.05 2.96
TARGET 88.30   15.5 5.71 2.56 2.91
WISCONSIN ENERGY 83.61   24.2 3.45 2.36 2.88
PEPSICO 132.94   15.0 8.86 3.82 2.87
JM SMUCKER 123.51   27.3 4.53 3.40 2.76
PROCTER & GAMBLE 110.91   26.4 4.20 2.98 2.73
JOHNSON & JOHNSON 140.71   26.1 5.40 3.80 2.72
CATERPILLAR 127.23   11.9 10.73 4.12 2.71
LOCKHEED MARTIN 349.08   17.8 19.57 8.80 2.56
NEXTERA ENERGY 204.77   33.9 6.04 5.00 2.48
CLOROX 156.88   25.6 6.12 4.24 2.45
UNITED TECHNOLOGIES 124.81   19.2 6.49 2.94 2.39
COLGATE PALMOLIVE 73.35   27.4 2.68 1.72 2.35
MCDONALDS 204.49   27.1 7.54 4.64 2.28
HERSHEY 137.63   25.6 5.38 2.89 2.11
CONOCOPHILLIPS 58.82   9.5 6.19 1.22 2.08
DEERE 151.51   14.8 10.26 3.04 2.04
AFLAC 55.04   13.5 4.08 1.08 1.99
WAL-MART STORES 108.65   37.6 2.89 2.12 1.96
ADP 165.54   37.6 4.40 3.16 1.91
VANGUARD DIVIDEND APPRECIATION ETF 114.41   0.0 0.00 0.00 1.79
STARBUCKS 84.24   36.5 2.31 1.44 1.74
APPLE 192.74   16.2 11.89 3.08 1.59
MCCORMICK 156.85   31.8 4.94 2.28 1.45
MICROSOFT 132.45   29.4 4.50 1.84 1.40
BECTON DICKINSON 234.16   69.5 3.37 3.08 1.30
BAXTER INTERNATIONAL 77.93   26.5 2.94 0.88 1.13
VISA 169.35   35.0 4.84 1.00 0.59
GENERAL ELECTRIC 10.31   0.0 -2.07 0.04 0.40
SHIRE 179.20   11.4 15.79 0.34 0.19

OMEGA HEALTHCARE INVESTORS - OHI
OMEGA HEALTHCARE INVESTORS - OHI  


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