The US dollar pulled back last week after having registered 4 straight weeks of gains, amid the first weekly fall in US Treasury yields in over a month. The latest Commitment of Traders (COT) report highlighted the 3rd straight weekly increase in the (yen) carry trade, and another record in euro futures positioning. Meanwhile, a potential head & shoulders pattern looms over the EUR/USD, which could have bearish implications if confirmed. And finally, US equities continue to break-out to fresh record highs, highlighting the continued optimism amongst futures speculators despite being technically overbought.
The (Japanese) yen carry trade continued to surge, according to the latest COT (Commitment of Traders) report, as non-commercial speculators significantly increased their... more
At a meeting held on October 16, 2017, the Board of Directors of First Interstate BancSystem, Inc. (Nasdaq: FIBK) declared a dividend of $0.24 per common share. The dividend is payable on November 13, 2017 to owners of record as of October 31, 2017.... more
Hercules Capital, Inc. (HTGC) put investors off in May with its proposal to externalize management which would likely have resulted in higher management fees and a misalignment of management and shareholder interests. Since Hercules Capital subsequently withdrew its externalization proposal, the stock has bottomed out, and the business development company continues to cover its dividend with Net Investment Income, I think Hercules Capital has an attractive reward-to-risk ratio at today's price point. An investment in Hercules Capital yields 9.8 percent.
Hercules Capital shocked shareholders five months ago when it announced a special meeting of stockholders to approve an investment advisory agreement with Hamilton Advisers LLC. The idea: Hercules Capital wanted to externalize... more
EPR Properties (NYSE: EPR) today announced that its Board of Trustees has declared its monthly cash dividend to common shareholders. The dividend of $0.34 per common share is payable November 15, 2017 to shareholders of record on October 31, 2017. This dividend represents an annualized dividend of $4.08 per common share, an increase of 6.25% over prior year and the Company’s seventh consecutive year with an annual dividend increase.... more
Effective October 16, 2017, the Unum Group (NYSE: UNM) Board of Directors declared a quarterly dividend of $0.23 per share on its common stock to be paid on November 17, 2017, to stockholders of record on October 30, 2017.... more
National Bank of Canada's (OTCPK: NTIOF) current dividend yield, history of past dividend increases, and future expected growth make it a good choice for investors looking for dividend growth stocks. The company's relatively low exposure to the overheated Canadian housing market makes it especially ideal for investors looking for exposure to the Canadian financial industry, but who are bearish concerning the housing industry in the country.
Business Overview National Bank of Canada is Canada's sixth largest bank, although, with a USD 16.7B market cap, it is significantly smaller than the competition.
(Source: Company Factsheet)
The bank is headquartered in Montreal, Quebec, where it maintains most of its operations and generates most of its revenues, while... more
Portfolio Update A previous posting, "Buying Stocks For A Dividend Growth Portfolio: Postscript A" SeekingAlpha, Sep. 21, 2017 (Buying Stocks For A Dividend Growth Portfolio: Postscript A), presented the portfolio as of the beginning of September. It then went on to discuss a number of portfolio adjustments designed to simplify the portfolio and increase the dividend flow. The adjustments discussed in that posting occurred much faster than was anticipated.
Ignoring one covered call that is still outstanding and will expire on October 20, the portfolio has been simplified by reducing the total number of stocks from 40 to 36. A number of small positions were eliminated, and industry composition was changed slightly. More importantly, the dollar dividend flow was increased.... more
LTC Properties, Inc. (LTC) is a promising REIT in the health care sector that I think makes an attractive value proposition to income investors looking out for reliable dividend payments. Health care REITs benefit from one of the biggest megatrends of our time: Rising senior-related health care costs. LTC Properties is in a good position to continue to grow and pay shareholders a growing dividend over time.
Megatrend: Rising Health Care Costs For Seniors Health care REITs occupy a particularly attractive niche in the REIT sector. This is because the share of elderly adults as part of the U.S. population is projected to grow strongly in the next several decades. People in the Western world live longer than ever which sets the base for continued growth in the health care REIT sector. As... more
I'm sitting at my dining room table with a freshly brewed cup of coffee and the fall breeze blowing in. What a beautiful fall day here in Northeast Ohio. With a lot of the expenses associated with moving in and updating our house in the rear-view mirror, I'm finally starting to flip on the investing switch again and aggressively look for great opportunities to add to or establish new positions. I'm inspired by Lanny's recent dividend income month where he covered over 100% of his monthly housing expenses with his dividend income. If I want F.I.R.E, I need to go get it. So, today, I sat down and found four dividend stocks that I would like to watch over the next month. Let's take a look at my October dividend stock watch list.
Stock #1: AT&T (NYSE: T) - This is... more
The Follower Selection Process From now on, when readers send me a message or comment on any of my new posts, any dividend stock mentioned may be included in a future follower favorite feature like this one. Therefore both rogue and real favorites will appear on these lists in the future.
Here are the top Gain 'Safer' Dividend Follower Favorites & Rogues per closing YChart data October 12, 2017...
Actionable Conclusions (1-10): Analysts Predicted 5.6% To 30.84% Net Gains For Top Ten "Safer" Dividend Real & Rogue FFave Dogs By October 2018 Eight of ten top 'Safer' dividend-yielding FoFave dogs were verified as the top ten gainers for the coming year based on analyst 1-year target prices. (They are tinted in the chart above). So, this... more