Dividend-News

Daily dividend news for investors in dividend stocks


Dovish Fed Sends Global Yields Lower, But Little Succor For Stocks


Overview: The dovishness of the Federal Reserve sent ripples through the capital markets. US equities reversed initial gains, but Asia Pacific equities edged higher, though Japanese markets were closed for a national holiday. European shares are struggling, as financials and consumer discretionary lead the 0.3% push lower. US shares are also trading with a heavier bias. Yields have come off and the US 10-year yield that had finished last week a little below 2.60% is now testing 2.50%. European 10-year yields are falling three to five basis points and puts the benchmark 10-year German Bund yield below five basis points for the first time since 2016. The US dollar is softer against the Antipodean currencies but is consolidating yesterday's losses against most of the other majors.
Asia... more


SeekingAlphaStock symbol(s): ADRA,ADRU,AIA,BBAX,BBEU,BIL,CNY,CROC,CYB,DAUD,DBEU,DBEZ,...

Clorox's Strong Execution Makes It A Must-Have Dividend Growth Stock

The consumer staple and household products sector has been challenged in a myriad of ways in recent years. These large, mature companies have largely faced growth problems. Inflation of input costs and a competitive environment have also pressured margins. Companies have routinely sought M&A to provide a spark, but have over-leveraged themselves in some cases. Not many of these companies have been able to "put it all together" the way that The Clorox Company (CLX) has.
Over time, the company has moved its top and bottom lines higher, and performed acquisitions without harming the company's strong balance sheet and fundamentals. While the company's stock is currently overvalued, the company's strong execution make it a "must have" for any dividend growth investor's shopping list... more


SeekingAlpha

Decomposing High Dividend ETFs - DVY

I have written a lot about iShares Select Dividend ETF (DVY) over the years and been a long term advocate and holder. I am a fan of the underlying index methodology and believe it is the best combination of fundamental factors to support long-term growth of principal with a high level of income. However, despite DVY being an ETF with its high level of transparency, it is hard to nail down the sources of return without some sleuthing. Such is the case with today’s huge $0.12 per share increase in the quarterly dividend; from $0.75/share in December to $0.87/share declared today.
On the surface, some of the increase must have come from normal dividend increases on its holdings, but a more interesting source seemed to come from the changes in the portfolio from December to now.
I... more


SeekingAlpha

Cardinal Energy: With WTI At US$55/Bbl, The Dividend Won't Increase

Cardinal Energy (OTC:CRLFF) released its Q4 results. With no surprise, the company generated total negative netbacks because of its exposure to the depressed Canadian oil prices.
But with the recovery in the oil prices, and considering the capital program, the company will operate at a profit, during 2019. Assuming WTI prices at US$55/bbl, the current dividend is safe. But, as management prioritizes the debt reduction, the company won't generate enough cash flow to restore the dividend to its previous level.
From several perspectives, market valuation is low. The stock price at C$2.33 represents a 50% discount to my estimation of fair value.

Image source: skeeze via Pixabay
Note: All the numbers in the article are in Canadian dollars unless otherwise noted.
Q4... more


SeekingAlphaStock symbol(s): SPGYF,YGRAF

Tanger Factory Outlet Centers: What Does A Complete And Unbiased Analysis Yield?

Williams Equity Research has evaluated many REITs. Many. We've published countless articles on public REITs on Seeking Alpha and performed in-depth due diligence on dozens of private REITs and real estate-focused private equity funds on the institutional side. We carry that experience with us every day.

Source. One of our PMs is a real wood working nerd.
Regardless of a particular REIT's strategy, size, or domicile, the core tools to understand it remain the same. We don't mention this by chance. Tanger Factory Outlet Centers (SKT) as seen through the traditional REIT valuation lens is highly attractive. Its management is conservative and consistent. Its asset quality is high and diversified. Tanger's leverage profile is not just good - it is excellent. Distributions are... more


SeekingAlphaStock symbol(s): ASNA,CBL,EPRT,NNN,O,PEI,SPG,TCO,VNQ,WPG

A New Dividend Value Portfolio

Editor's note: Seeking Alpha is proud to welcome Alex Pickrell as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more »
This is the first in a series of articles in which I explain the logic behind my portfolio design, weekly recommendations, as well as performance metrics.
Introduction
It is a well-known that dividend stocks tend to outperform the broader market over longer periods of time. Companies that have the free cash-flow to pay dividends tend to be more mature companies with stable cash-flow and a defined and profitable strategy in their market. This is even more apparent in companies who actively increase their... more


SeekingAlpha

First Trust High Income Long/Short Fund Declares its Monthly Common Share Distribution of $0.105 Per Share for April

First Trust High Income Long/Short Fund (the "Fund") (NYSE: FSD) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.105 per share payable on April 15, 2019, to shareholders of record as of April 2, 2019. The ex-dividend date is expected to be April 1, 2019. The monthly distribution information for the Fund appears below.... more


BusinessWireStock symbol(s): FSD

First Trust Mortgage Income Fund Declares its Monthly Common Share Distribution of $0.06 Per Share for April

First Trust Mortgage Income Fund (the "Fund") (NYSE: FMY) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.06 per share payable on April 15, 2019, to shareholders of record as of April 2, 2019. The ex-dividend date is expected to be April 1, 2019. The monthly distribution information for the Fund appears below.... more


BusinessWireStock symbol(s): FMY

First Trust Intermediate Duration Preferred & Income Fund Declares its Monthly Common Share Distribution of $0.1425 Per Share for April

First Trust Intermediate Duration Preferred & Income Fund (the "Fund") (NYSE: FPF) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.1425 per share payable on April 15, 2019, to shareholders of record as of April 2, 2019. The ex-dividend date is expected to be April 1, 2019. The monthly distribution information for the Fund appears below.... more


BusinessWireStock symbol(s): FPF

First Trust Energy Infrastructure Fund Declares its Monthly Common Share Distribution of $0.11 Per Share for April

First Trust Energy Infrastructure Fund (the "Fund") (NYSE: FIF) has declared the Fund’s regularly scheduled monthly common share distribution in the amount of $0.11 per share payable on April 15, 2019, to shareholders of record as of April 2, 2019. The ex-dividend date is expected to be April 1, 2019. The monthly distribution information for the Fund appears below.... more


BusinessWireStock symbol(s): FIF