Sunday, April 22, 2018

Options Update: March 2018 (Part 2)

Part 1 of my monthly options update article covered the usual options trades I executed in March.

There is one unusual trade I made that is the topic of Part 2. It is a combination trade with a short put and a long call. The combo trade is net credit and uses LEAPs (long-term equity anticipation securities) to give me exposure to long-term price changes.

I added options trading to DivGro in June 2016 to leverage the equity in my portfolio and to generate more income. The options income allows me to buy more dividend growth stocks and so generate extra dividend income.

Saturday, April 21, 2018

Options Update: March 2018 (Part 1)

Welcome to my monthly options update article!

I write these updates to keep track of options trades in my DivGro portfolio. I sell puts on stocks I'd like to own, or covered calls on stocks in my portfolio. Sometimes, I execute more speculative options trades, too.

Each update serves as a status report on the open options and the obligations I have. I also report new trades and provide a running tally of DivGro's options income to date.

While DivGro remains focused on dividend growth investing, I added options trading in June 2016 to leverage the equity in my portfolio and to generate more income. In turn, this allows me to buy more dividend growth stocks and boost my dividend income.

Friday, April 20, 2018

10 Dividend Growth Stocks For April 2018

The CCC stocks is a list of dividend growth stocks with at least five consecutive years of higher dividend payments. Updated monthly by David Fish, the list of CCC stocks contains more than 800 dividend growth stocks trading on U.S. exchanges.

In my monthly 10 Dividend Growth Stocks series, I identify 10 CCC stocks worthy of further research. An in-depth analysis of every stock on the CCC list would be a monumental task, so I trim the CCC stocks to a smaller number of candidate stocks.

I use different screens every month for variation. This month, I screened for CCC stocks using a set of filters I call the sevens filters:

Tuesday, April 17, 2018

Home Run Number 15

Just more than a month ago, I reported on DivGro's Home Run Number 14, Netflix (NFLX). Recall that I use the term home run to describe any position in DivGro that crosses the 100% mark in total returns.

In that article, I identified two stocks that most likely would become Home Run #15. Aflac (AFL) was the forerunner by the slightest of margins, but I said I wouldn't be surprised if Intel (INTC) ended up winning the race. INTC had the momentum with 1-year returns of about 41%, versus AFL's 23%.

Today I reveal the winner, which officially becomes the 15th home run of DivGro.

Sunday, April 15, 2018

7 Dividend Increases: April 9-13, 2018

I monitor dividend increases for dividend growth stocks to identify candidates for further analysis. Companies can only raise their dividends regularly if earnings grow sufficiently.

I limit the monitoring to stocks in the CCC list and I use several screens to limit the number of stocks further. For example, I only cover stocks with a market cap exceeding $500M.

This past week, seven companies on my watchlist announced dividend increases, including one of the stocks I own in my portfolio.

Friday, April 13, 2018

Why I Added Comcast To My Dividend Growth Portfolio

It has been quite a while since I last wrote a stock analysis.

In the March edition of my 10 Dividend Growth Stocks series of articles on Seeking Alpha, two stocks that I did not own ranked in the top 10: Comcast (CMCSA) and Pfizer (PFE).

I previously own PFE but sold the stock in November 2017 when call options I had sold got exercised. Rather than reopen a position in PFE, I decided to build my cash reserves and look for other opportunities. PFE consistently ranked below #40 in my monthly pulse articles and received either 3 or 4 stars ratings.

But CMCSA looked interested, especially following a 21% increase in its quarterly dividend payment and a sudden drop in its share price after news came out of a possible offer to buy UK satellite television provider Sky.

Sunday, April 8, 2018

3 Dividend Increases: April 2-6, 2018

I like monitoring dividend increases for stocks on my watch list of dividend growth stocks because I consider such stocks to be candidates for further analysis. Companies can only increase their dividends regularly if earnings grow sufficiently.

I limit the monitoring to stocks in the CCC list and I use several screens to limit the number of stocks further. For example, I don't cover stocks that are being required or over-the-counter or pink sheet stocks.

This past week, three companies on my watchlist announced dividend increases.

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