Seeking AlphaETF AnalysisVIG: I Don't Appreciate This Dividend Appreciation ETFSep. 17, 2020 6:08 AM ET|| About: Vanguard Dividend Appreciation ETF (VIG), Includes: CLX, DIS, MSFT, PG, SON, V, WMTby: Psycho AnalystPsycho Analyst Long Only, Value, Growth At Reasonable Price, healthcareSummaryThe Vanguard Dividend Appreciation ETF is often mentioned as a suitable choice for Dividend Growth Investors seeking a simple way to invest.
VIG pays well under a 2% quarterly dividend.
A look at how the index it follows is constructed reveals some serious flaws.
I have been a Vanguard investor since 1988 and still have large holdings of Vanguard funds. So when the current drought in fixed income options drove me to reexamine dividend investing as an income alternative, I naturally looked... more
Seeking AlphaDividend Ideas | Basic MaterialsExxon Mobil: Will Oil Be The Next Tobacco Or Coal Matters More Than The DividendSep. 17, 2020 2:55 AM ET|| About: Exxon Mobil Corporation (XOM)by: Daniel ThurechtDaniel Thurecht Long-term horizon, Contrarian, Oil & Gas, industrialsSummaryThere is currently a great debate raging about whether Exxon Mobil will be forced to reduce their dividend for the first time in generations.
Whilst of clear short-term importance, the biggest issue in the long term is whether oil faces a fate similar to tobacco or coal.
Whilst the tobacco industry has been able to defy its secular decline and still reward shareholders, the coal industry has disappointed with bankruptcies.
When looking at their pricing power and competitive situation, it appears... more
Seeking AlphaRetirement2 High-Yield Anti-Bubble Blue-Chips Retirees Will LoveSep. 17, 2020 2:58 AM ET|| Includes: BTI, METby: Dividend SenseiDividend Sensei The Dividend KingsDividend ideas from a top team of analysts to help you sleep well at night.SummaryTech Bubble 2.0 continues to inflate with Snowflake soaring almost 1000% on its opening day. The S&P 500 is trading at its highest valuations in almost 20 years.
Yet, even in the second-biggest market bubble in US history, anti-bubble blue-chips can still be found, offering generous, safe, and steadily growing yield, as well as exceptional future returns.
Metlife and British American Tobacco are two such anti-bubble stocks, priced for negative growth, while analysts and credit rating agencies expect 3% to 8% CAGR growth over... more
Seeking AlphaReader Favorites And Rogues 8/8 To 9/7 Show 36 Dividend Dogs Ready To AdoptSep. 17, 2020 12:58 AM ET|| Includes: ACP, EPD, ETN, GECC, GEO, HMLP, KMI, KNOP, MO, ORC, ORI, PBB, PBC, PCI, PSEC, SCA, SCM, SMHB, USAC, XOMby: Fredrik ArnoldFredrik Arnold The Dividend Dog CatcherSimple, straightforward 7-step analysis that finds lucrative income stocks.SummaryAugust 8 - September 7: Arnold article readers mentioned 57 equities in their comments. Some lamented bad news so bad news investments (rogues) mixed with (mostly) favorites.
Ten analyst-target-estimated TOP-NET-GAIN reader faves & rogues (ReFa/Ro) MO, SCM, HMLP, SMHB, ORI, XOM, KMI, EPD, KNOP, & USAC averaged 46.38% net gain from data collected 9/15/20.
Ten analyst-target-augured TOP-PRICE-UPSIDE reader faves... more
Seeking AlphaDividend Ideas | Financials Cincinnati Financial: A Dividend King I Am Waiting OutSep. 16, 2020 5:22 PM ET|| About: Cincinnati Financial Corporation (CINF)by: Michael RemesMichael Remes Dividend Investing, ETF investing, ValueSummaryCincinnati Financial Corp. has one of the most impressive dividend increase streaks around, at 60 years.
That streak backs up a solid, and well covered, 3.12% dividend yield at current cost.
The COVID related headwinds that have impacted the business in 2020 are not permanent, and won't derail a strong company like CINF.
Premium revenue growth that has outpaced industry peers looks poised to continue.
Value concerns are enough to temper the excitement around this income investment play.
On September 16, 2020 the Board of Directors of Emera Inc. (TSX: EMA) approved an increase in the annual common share dividend to $2.55 from $2.45 per common share and reaffirmed its dividend growth rate target of four to five per cent through to 2022.... more
Guaranty Bancshares, Inc. (Nasdaq: GNTY), the parent company of Guaranty Bank & Trust, N.A., today announced that its Board of Directors has declared a quarterly cash dividend in the amount of $0.20 per share of common stock. The dividend will be paid on October 14, 2020 to stockholders of record as of the close of business on September 28, 2020.... more
Seeking AlphaDividend Ideas | Basic MaterialsExxon Mobil's Dividend: It Is No General Electric Or AT&TSep. 16, 2020 4:33 PM ET|| About: Exxon Mobil Corporation (XOM)by: Jonathan WeberJonathan Weber Cash Flow KingdomThe Investment Community where "Cash Flow is King"SummaryExxon Mobil can't cover its dividend through cash flows right now.
There is considerable risk of a dividend cut, but management could also maintain the payout by increasing debt instead.
Neither AT&T nor General Electric is a good comparison when it comes to the reliability of the dividend.
Exxon Mobil (XOM) is a well-regarded dividend growth stock among the retail investing crowd. In the past, it has delivered solid returns and reliable dividend growth, but... more
Equity Commonwealth (NYSE: EQC) announced today that its Board of Trustees has declared a special, one-time cash distribution of $3.50 per common share which will be paid on October 20, 2020 to shareholders of record on October 1, 2020.... more
AXIS Capital Holdings Limited ("AXIS Capital") (NYSE: AXS) today announced that its Board of Directors has declared a quarterly dividend of $0.41 per common share payable on October 15, 2020, to shareholders of record at the close of business on October 2, 2020.... more