The Value of History Investors often get very involved with day to day news, and regular transactions. In order to know if you're being true to your goals and true to your trading systems, you need to look back. It's especially prudent to look back at your thinking and your reasons for investing.
Know yourself, know your thinking.
In 2013, I spent a huge amount of time reviewing Dividend Champions and trying to find a "better way" - and one that fit my personal investing goals. I wanted to find Dividend Champions that were the "best of the best" and would likely stay at the top.
In a nutshell here's the process I followed:
Downloaded David Fish's Dividend Champion Spreadsheet Rearranged 9 columns of data (Chowder, Tweed, Div Yield, EPS... more
McDonald's Corporation (MCD), a renowned Dividend Aristocrat with a history of consecutive dividend increases for 40 years, is currently trading at an all-time high and with a relatively low yield of 2.4%.
Following earnings beat after earnings beat the stock climbed higher for almost 2 years and despite some juicy 7% and 7% dividend raises the yield has plummeted into the low 2.4% area. In such a situation with a P/E of almost 26, the upside seems to be rather limited. Let's find out if MCD can continue its growth story, justify its valuation and what's in store for dividend investors.
What is going on at McDonald's? The company is expected to raise its dividend in late September, which could further fuel the rally which would mark the 41st consecutive dividend... more
The Board of Directors of Xcel Energy Inc. (NYSE: XEL) today declared a quarterly dividend on its common stock of 36 cents per share. The dividends are payable October 20, 2017, to shareholders of record on September 15, 2017.... more
The conventional wisdom about junk bonds' steep decline in 2014 and 2015 is that it is the result of the crash in oil. Indeed, lower oil prices caused a spike in oil-related defaults throughout 2015 and 2016, and both (HYG) and (JNK) seem to have anticipated this with their steep price declines that made the "taper tantrum" of 2013 look quaint:
However, this narrative only tells part of the story. A lesser known dynamic was actually a major contributor to the sell-off, and this history is important to remember because the opposite may soon happen, which could boost high yield bonds significantly.
In July 2015, the Volcker rule went into effect, which limited non-market-making holding of corporate bonds by banks. That, in turn, limited demand for junk bonds.
Pinnacle Bancshares, Inc. (OTC PINK: PCLB) today announced that its Board of Directors has approved a quarterly cash dividend of $0.11 per share. The dividend is payable September 15, 2017 to stockholders of record on September 5, 2017. The quarterly amount is equivalent to an annualized rate of $0.44 per share.... more
The healthcare sector is a great place to look for dividend stocks. The best-in-class healthcare companies offer steady profits thanks to consistent demand and pricing power. The sector also holds up relatively well during recessions since consumers will always need healthcare. This allows the premier healthcare stocks to pay dividends consistently.
This article will discuss the five high-quality healthcare dividend stocks. The top three stocks on this list are all Dividend Aristocrats. The Aristocrats are members of the S&P 500 Index, and have raised dividends for 25+ consecutive years. You can see all 51 Dividend Aristocrats here.
The five healthcare stocks on this list all have strong competitive advantages and balance sheets, attractive valuations, and above-average... more
(Editors' note: This article is meant to introduce The Dividend Guy's Marketplace service, Dividend Growth Rocks)
You lost me at “no focus on dividend yield and history” – Think again.
I’ll admit it, Dividend Growth Rocks may not work for income-seeking investors, but for those who, like me, are still interested in working with the total return metric, DGR will be perfect for you.
The market is trading at an all-time high; many investors like you are hesitant to invest more money at the moment. I like to do things differently. In September, I’ll invest $108,000 in the stock market and build a whole new portfolio. I will focus on dividend growth. Do you want to follow how I do it?
No Matter What Happens on the Stock Market –... more
Real Estate Investment Trusts (REITs) are a major sub-class of income-producing assets, along with credit bonds (investment grade and high yield) and master limited partnerships. Real estate is also, pun intended, closer to home for most retirees, as we all need a place to live and still need land to grow our food and buildings for the shops and offices in which we spend our time. For this reason, I use a framework called the "4 House Pension" for asset allocation in individual retirement portfolios, which provides inflation-protected retirement income and is consistent with owning around 25% or more of one's overall wealth in real estate.
Global Passive REIT exposure can be added to a portfolio with two low-cost, liquid Vanguard ETFs: the Vanguard REIT ETF (VNQ) and the... more
Microsoft (MSFT) stock continues to handsomely reward its shareholders. The stock has outperformed the S&P 500 in the 5-year, 1-Year and Year-to-date periods. And given its better than expected earnings, successful transition to cloud and the growth potential, Microsoft stock is likely to head higher over the long run. Analysts continue to remain bullish on this stock. In addition, Microsoft also offers good dividend payments.
Microsoft currently pays a quarterly dividend of $0.39 and is currently yielding 2.16%. While it may not be exactly a princely amount, it is higher than the S&P 500's current dividend yield of 1.94%. More importantly, the company has increased its dividend payout every year in the last ten years. Microsoft's dividend per share has grown at... more
Everest Re Group, Ltd. (NYSE: RE) announced that its Board of Directors declared a dividend of $1.25 per share payable on or before September 20, 2017 to all shareholders of record as of September 6, 2017.... more