Philip Morris's dividend has increased for 12 of the past years in a row and presently has a yield of 7.7%, which is well above average.
Philip Morris's dividend is estimated to be increased in September 2020 to $1.22/Qtr. or a 4% increase from last year.
Philip Morris's three-year forward CAGR of 6% is fair and will give you solid growth with the increased earnings from heated tobacco products worldwide.
Philip Morris International's total return underperformed the DOW average for my 51-month test period by 8.72%, which is not great, but the PE is very low at 11, creating a good entry point.
Philip Morris International (NYSE: PM) is a buy for the dividend income investor that also wants to take advantage of the overdone stock price dip. Philip Morris... more
The Board of Directors of Campbell Soup Company (NYSE: CPB) today declared a regular quarterly dividend on Campbell’s capital stock of $0.35 per share. The quarterly dividend is payable April 27, 2020 to shareholders of record at the close of business April 9, 2020.... more
PennyMac Mortgage Investment Trust (NYSE: PMT) announced today that its Board of Trustees declared a cash dividend of $0.25 per common share of beneficial interest for the first quarter of 2020. This dividend will be paid on April 30, 2020, to common shareholders of record as of April 15, 2020.... more
Barron's Weekly posts a list of stocks announcing "dividend payment boosts" on the very last page of its financial-data section. Here is your dogcatcher 3/16 and 23/2020 update for 31.
The past two week increases ranged $0.0005 per M by O, to $0.165 monthly by PVL, and ranged upward from 0.2% by WPC to 67.3% to 67.3% by PVL.
Real estate sector companies with eight and financial services companies with five hikes showed the most increases for the two weeks.
Ten top dividend-boosted stocks ranged 68.96% to 245.82% in estimated net gains calculated from broker targets including dividends less broker fees.
$5k invested in this week's collection of lowest-priced five top-yield dividend-boosted dogs showed 19.46% more net-gain than that from $5k invested in all... more
The lesson that many investors adopted following the GFC was to focus on income and (almost) care less about price appreciation.
We always claimed that total return is the only true way that may be used. Any other way is a voluntary self-deception.
For almost 11 years, the DGI style has made miracles, causing investors to be blinded to the most basic aspects aspects of investing.
And then, Covid-19 showed up, and the rest is already (a painful) history.
Many investors have adopted the Dividend Growth Investing ("DGI") style, especially since the Global Financial Crisis ("GFC") that shaken many old-previous beliefs.
Thing is, when you are mostly (let alone entirely) focused on the dividend, you sometimes miss out on bigger trends. Things that are happening on the macro... more
Chinese real estate has been in a speculative bubble for the better part of a decade; the government has now played all possible cards to prolong it.
With a 20% vacancy rate and 70% of new home buyers purchasing their second or third home, a toxic situation has brewed for Chinese developers.
While Xinyuan Real Estate has a "P/E" of 1X, it has failed to generate positive cash flow and has seen an extreme buildup in accounts receivable.
Xinyuan is entirely dependent on increasing leverage and constant refinancing its $1B+ in short-term debt in order to meet dividend payments (and creditor obligations).
Fitch recently mentioned that Xinyuan has low refinancing risk due to cash from expected pre-sales in New York and London. With COVID forcing 'stay-and-home'... more
Easterly Government holds a resilient portfolio of GSA-focused properties, currently boasting a 100% occupancy ratio.
The company is rapidly growing its underlying asset base while paying a considerable ~4.5% yield.
Management has acquired specialized knowledge of the GSA appropriation process, protocols, and culture.
The faith and credit-worthiness of Uncle Sam is the company's greatest asset.
Many were expecting a potential recession at some point in the foreseeable future. A considerable pullback was not unexpected, considering the market's euphoria over the past couple of months. Investors would find it reasonable to reallocate their capital towards REITs. The argument that individuals and businesses need to pay their rent, even under weaker economic conditions, is... more
M suspended its dividend. This should help cash flow going forward.
M must pare debt to appease the rating agencies.
M is off about 75% Y/Y. Until the company can arrest the slide in revenue and earnings, the stock remains a sell.
It has been a tough environment for traditional retailers like Macy's (M). Last week, the company suspended its quarterly dividend:
Macy's (M) suspends its regular quarterly dividend and draws down $1.5B under its credit facility as a proactive measure to provide the retailer with financial flexibility amid the continued spread and impact of Covid-19.
The company's previously announced dividend payment occurring on April 1, 2020, isn't affected by the suspension.
Additionally, Macy's is reviewing all... more
KMI has lost more than half of its market cap within the last month due to the fierce sell-off of the entire energy sector.
Its dividend is not entirely safe due to its appreciable amount of debt.
However, as soon as the coronavirus crisis subsides, KMI will highly reward investors off its nearly historic lows.
Kinder Morgan (KMI) has lost more than half of its market cap within the last month due to the fierce sell-off of the entire energy sector, which has been caused by the outbreak of coronavirus. As a result, the stock fell to single digits a few days ago and is still trading near its historic lows. While the dividend of the stock is not absolutely safe, the stock is a great bargain near its historic lows.
The effect of coronavirus
The primary reason behind the... more
First Internet Bancorp's shares have declined with the broader banking sector which has also taken down the company's exchange traded subordinated notes.
First Internet should benefit from lower short term interest rates due to the company's reliance on higher cost brokered deposits and online certificates of deposit.
The company's subordinated notes have relatively short terms to maturity and/or redemption and, notably, a floor on their floating interest rates.
The subordinated notes, at the current quotations, provide a 10%+ yield to maturity assuming no default event in the interim, depending on the acquisition price.
First Internet Bancorp (INBK) is an internet-based bank with a significant retail operation. The bank provides a variety of... more