Sunday, July 23, 2017

20 Dividend Increases: July 17-21, 2017 (Part 2: Non-Financials)


Companies can only raise their dividends regularly if earnings grow sufficiently.

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.

In the past week, 20 companies on my watch list announced dividend increases, including one of the stocks I own.

20 Dividend Increases: July 17-21, 2017 (Part 1: Financials)


Companies that regularly raise their dividend payments show confidence in future earnings growth potential.

One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

This past week, 20 companies on my watch list announced dividend increases including one of the stocks I hold in my portfolio. 

Saturday, July 22, 2017

Recent Sell: Reynolds American

On 19 July 2017, the Winston-Salem-based tobacco company, Reynolds American, Inc (RAI), announced that shareholders approved the acquisition of RAI by British American Tobacco plc (LON:BATS). The transaction is expected to complete on or about 25 July 2017.

The deal comprises a cash payment of $29.44 per RAI share, plus American Depositary Shares (BTI) equal to 0.526 of an ordinary BATS share.

Thursday, July 20, 2017

DivGro Pulse: July 2017

Welcome to another edition of my monthly pulse article series.

Pulse articles are strategy focused and I monitor the health of DivGro, my portfolio of dividend growth stocks. I update the fair value estimates of every stock I own and use the information to identify undervalued stocks suitable for further investment.

Additionally, I review the recent performance of stocks in my portfolio to see if any of them are performing poorly. If so, I need to take appropriate action.

Tuesday, July 18, 2017

LTC: A Monthly Dividend Offering a Growing Payout

By Gaurav Sharma

There's a famous saying in the investment world: The greater the risk, the greater the return.

Greater risk requires more information: Can the business survive? Is the business model easy to understand? Being a higher-risk investment, does it need to be assessed on a more frequent basis?

These are all valid questions when investing.

Sunday, July 16, 2017

10 Dividend Increases: July 10-14, 2017


Companies that regularly increase dividends show confidence in the potential growth of future earnings.

I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis.
In the last week, ten companies on my watch list declared dividend increases, including three of the stocks I own.

Earnings season is kicking into gear and the quiet period for dividend increase announcements seems to be over!

Friday, July 14, 2017

Selling Puts Makes Sense For Dividend Growth Investors

By Amber Tree Leaves

If you're a dividend growth investor, you buy a stock and capture the dividend for reinvestment.

Did you know that selling puts could boost your income?

Yes, there are horror stories about options. But selling puts is useful if done wisely.

Thursday, July 13, 2017

Quarterly Review, Q2-2017

Welcome to my 18th quarterly review of DivGro, my portfolio of dividend growth stocks. I adopted the strategy of dividend growth investing (DGI) more than four years ago after being inspired by several do-it-yourself DGI bloggers.

My quarterly reports summarize the actions I've taken during the preceding quarter. Quarterly reports include summaries of dividends received and changes that impact dividend income.

In the second quarter of 2017, I concluded several account consolidation actions, including transferring our IRAs to FolioInvesting where I'm managing them as part of DivGro. I have yet to transfer our taxable account from FolioInvesting to our trust account at Interactive Brokers. Doing so will allow me to write more covered calls.

Sunday, July 9, 2017

Investing Lesson: Why Buying Netflix In 2012 Made Me Foolish

By Stockles

It's hard to imagine that it has been five years since I bought my first stock, Netflix (NFLX). When I look back and think about the mistakes, lessons, and experiences over these years, I am quite humbled.

Investing is something special and, somehow, it makes life a bit more profound and enjoyable.

Saturday, July 8, 2017

7 Dividend Increases: June 26-July 7, 2017


Companies that regularly increase dividends show confidence in the potential growth of future earnings.

One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

In the past two weeks, 7 companies on my watch list declared dividend increases.

Thursday, July 6, 2017

10 Dividend Growth Stocks For July 2017

David Fish maintains a list of stocks trading on U.S. exchanges with at least five consecutive years of paying higher dividends. Colloquially called the CCC list and presented in a spreadsheet, the list is a wonderful source for dividend growth investors.

In my monthly 10 Dividend Growth Stock series, I identify 10 CCC stocks worthy of further research. To create the list, I trim the CCC list using various screens. I rank the trimmed list and assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis.

The latest CCC list (dated 6/30/17) contains 824 stocks. This month, I trimmed the CCC list using screens based on the Value Line Ranking System:

Monday, July 3, 2017

Monthly Review: June 2017

Welcome to my monthly review of DivGro, my portfolio of dividend growth stocks!

I love quarter-ending months, as most companies pay dividends in these months. And June certainly did not disappoint, as I set another record for dividend income received in a single month! In fact, this is the first time I've collected more than $2,000 in a single month! No fewer than 31 of my positions paid dividends in June.

As for trading activity, June was a busy month. I opened several new positions and added shares to an existing position. Noteworthy is that I've added four non-dividend paying stocks to DivGro! I have yet to report on these trades and explain why I decided to add these stocks. Look for an upcoming article that explains my thinking.

Friday, June 30, 2017

Recent Sell: Target Corporation

In my latest Pulse article, Target Corporation (TGT) turned out to be the fifth largest position in DivGro. The reason is that in May, I added shares to my TGT position due to the assignment of put options.

Before this trade, I owned 340 shares of TGT. I decided to sell 40 shares and so reduce my TGT position to 300 shares. This short article presents a summary of the trades and dividends received.

Wednesday, June 28, 2017

Options Update: June 2017

Welcome to my options update for June!

I report my options trades monthly, usually shortly after options expiration Friday. I list assigned, expired, closed, and rolled options and I report new options. Finally, I provide a running tally of DivGro's options income to date and I discuss the progress I'm making towards achieving my 2017 options income goal.

In last month's option update I added $1,602 to my tally of secured options income. This month I'm adding only $469, but I'm making great progress to achieving my goal of earning $8,400 in options income in 2017.

Monday, June 26, 2017

Now Inviting Guest Posts

Last month I surveyed readers to determine if DivGro should publish guest posts. Most respondents supported the idea and I decided to start hosting guest posts in July 2017.

I added a Guest Posts page with guidelines for prospective guest authors and to explain the submission process. The page briefly explains the review process and lists some ideas for article topics.

 If you're interested in writing a guest post for DivGro, please contact me.

Saturday, June 24, 2017

4 Dividend Increases: June 19-23, 2017


Companies that regularly increase dividends show confidence in the potential growth of future earnings.

Monitoring dividend increases for stocks on my watch list is one way to identify candidates for further analysis.

In the past few weeks, four companies on my watch list decided to increase their dividends.

Thursday, June 22, 2017

Recent Sell: STAG Industrial


In my monthly Pulse articles, I rank all the stocks in DivGro, my portfolio of dividend growth stocks. I use an elaborate system to ranks stocks, using fundamental data from the CCC list and sources like Morningstar, finbox.io, Simply Wall St, and F.A.S.T. Graphs.

For several months now, STAG Industrial (STAG) was ranked at the bottom of all the stocks in my portfolio. The REIT earned only one star in my 7-star rating system. 

On the other hand, STAG has been a great performer for DivGro. It yields 5% and pays monthly dividends, which are two reasons to like the STAG!

So why did I sell all my STAG shares?

Tuesday, June 20, 2017

10 Dividend Increases: June 5-16, 2017


Companies that regularly raise dividends show confidence in the potential growth of future earnings.

Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis.

Recently, ten companies on my watch list decided to increase their dividends, including three of my DivGro holdings.

Sunday, June 18, 2017

DivGro Pulse: June 2017

Welcome to another Pulse article! The goal of my monthly Pulse articles is to monitor the health of DivGro, my portfolio of dividend growth stocks. These articles are strategy focused and help me to identify undervalued stocks suitable for further investment. I also want to identify underperforming stocks, which should be monitored carefully. If a stock underperforms for a prolonged period of time, it should be removed from my portfolio.

Because of how I schedule my other monthly articles, I like to publish my pulse articles mid-month. Updating the fair values of every stock in DivGro takes several hours to complete, as I perform a multi-stage Dividend Discount Model analysis, a Gordon Growth Model analysis, and an analysis of dividend safety. I also consider fair value estimates and price targets available elsewhere, such as those from Morningstarfinbox.io, and S&P Capital IQ.

I hope you find my pulse articles worth the read!

Thursday, June 15, 2017

Top Holdings of Dividend ETFs (June 2017 Edition)

In December last year, I presented the Top Holdings of Dividend ETFs, a virtual portfolio of dividend growth stocks compiled from 27 ETFs (exchange-traded funds) that invest in dividend-paying stocks. By analyzing the top 25 holdings in each ETF and assigning weights proportional to the size of each holding, it is possible to rank them and so find the top holdings of all these dividend ETFs.

This article presents an updated list for June 2017 compiled from 28 dividend ETFs. I present the top 50 holdings along with key statistics and fair value estimates from Morningstar.

Saturday, June 10, 2017

Monthly Review: May 2017

Welcome to monthly review number 53 of DivGro, my portfolio of dividend growth stocks!

After last month's disappointing total, I'm happy to say that I added dividend income totaling $1,278 in May.

This amount includes $460 in past dividends and $818 in new dividends. Past dividends are from a stock in one of my wife's IRA's, which I'm now managing as part of DivGro.

Friday, June 9, 2017

10 Dividend Growth Stocks For June 2017


As a dividend growth investor, I love David Fish's CCC list of dividend growth stocks trading on U.S exchanges. Updated every month, the CCC list it contains more than 800 stocks trading with at least five consecutive years of higher dividend payments. The accompanying spreadsheet provides key statistics of the CCC stocks.

In my monthly 10 Dividend Growth Stock series, I identify 10 CCC stocks worthy of further research. To create the list, I trim the CCC list using various screens. I rank the trimmed list and assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis.

Tuesday, June 6, 2017

4 Dividend Increases: May 29-June 2, 2017


Companies that regularly raise dividends show confidence in the potential growth of future earnings.

Monitoring dividend increases for stocks on my watch list helps me identify candidates for further analysis.
In the past week, 4 companies on my watch list announced dividend increases.

Sunday, June 4, 2017

500

The last time I wrote a milestones article, I had just crossed half million page views. I posted the article (number 370 on DivGro) on 17 July 2016. Today's article is number 500 and I'm closing in on 850,000 page views!

Page views and number of articles are nice numbers to track and I'm happy to celebrate milestones, but DivGro is about generating a reliable and growing dividend income stream and I'm much more interested in seeing how DivGro's projected annual dividend income increases over time.

As with all these milestone articles, I hope to encourage other dividend growth investment (DGI) bloggers and to help this wonderful community go from strength to strength!

Friday, June 2, 2017

Options Update: May 2017

I report my options trading activity monthly, usually shortly after options expiration Friday. Doing so allows me to report on expired or assigned options. I also report new options trades and provide a running tally of DivGro's options income to date.

In last month's option update I added $1,184 to my tally of secured options income. This month I'm adding $1,602 more. I'm getting close to achieving my goal of earning $8,400 in options income in 2017. At this pace, I'll have to revise my goal upwards! Is it realistic to go for $12,000 instead? I wonder.

In May, two options got assigned, two expired, and I closed one option early. Also, I rolled forward three trades and sold one put. Following are details of all my options trades.

Wednesday, May 31, 2017

Results of My Guest Posts Survey

Earlier this month I asked readers to express their thoughts on whether DivGro should publish guest posts.

I posed questions like Would adding guest posts be helpful? and Would other dividend growth (DG) bloggers want to write guest posts for DivGro?

Today's post answers these questions and provides a summary of the survey results.

Monday, May 29, 2017

9 Dividend Increases: May 22-26, 2017


Companies that regularly increase dividends show confidence in the potential growth of future earnings.

Monitoring dividend increases for stocks on my watch list is one way to identify candidates for further analysis.

In the past week, 9 companies on my watch list announced dividend increases.

Tuesday, May 23, 2017

8 Dividend Increases: May 15-19, 2017


Companies can only increase their dividends regularly if they sufficiently grow earnings.
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.

Recently, 8 companies on my watch list announced dividend increases, including 2 of my DivGro holdings.

Sunday, May 21, 2017

Recent Transfer: INTC

Intel Corporation (INTC) is an American multinational semiconductor chip maker corporation with headquarters in Santa Clara, California. Intel makes motherboard chipsets, network interface controllers and integrated circuits, flash memory, graphic chips, embedded processors and other devices related to communications and computing. INTC the world's largest and highest valued semiconductor chip maker, based on revenue.

INTC pays quarterly dividends in the months of March, June, September, and December. Recently, the company increased its dividend by 4.81% to 27.25¢ per share. At $35.40, INTC yields 3.08%.

The stock is no longer on the CCC list because the company failed to increase the dividend in 2014. With increases in 2019 and 2020, INTC will once again earn Dividend Challenger status.

Friday, May 19, 2017

Monthly Review: April 2017

Welcome to another monthly review of DivGro, my portfolio of dividend growth stocks. I founded DivGro in January 2013 to generate a reliable and growing dividend stream, and this is monthly review number 52!

After last month's record-breaking dividend income total, April's total was quite disappointing. As a matter of fact, the last time I earned less than $415 in a single month was way back in October 2015.

So why the big drop?

The main reason is that I closed my PennantPark Investment (PNNT) position in February and so gave up a fairly large dividend. Specifically, in April 2016, I collected $531 just from PNNT... and dividend income totaling $651. This month, without the boost from PNNT, I collected only $414.

Tuesday, May 16, 2017

Options Update: April 2017

I report my options trading activity monthly, usually after options expiration Friday. Doing so allows me to report on expired or assigned options. I also report new options trades and provide a running tally of DivGro's options income to date.

Things are still hectic, as I seem to have more work to do than time to do these days. So this update is a bit late, once again, as May's options expiration Friday is upon us!

In my options update for March, I reported on two option assignments, one options expiration, three rolled trades, and one put option trade. My options trading activity was rather light in March, so I added only $271 to my tally of secured options income.

In contrast, April's options trading activity was quite heavy!

Saturday, May 13, 2017

16 Dividend Increases: May 8-12, 2017


Companies can only raise their dividends regularly if earnings grow sufficiently.

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.

In the last week, 16 companies on my watch list announced dividend increases.

Thursday, May 11, 2017

10 Dividend Growth Stocks For May 2017

David Fish maintains a list of stocks with at least five consecutive years of paying higher dividends. Colloquially called the CCC list, it contains more than 800 dividend growth stocks trading on U.S. exchanges. The CCC list and the accompanying spreadsheet is a wonderful source for dividend growth investors and I've been using it for years.

In my monthly 10 Dividend Growth Stock series, I identify 10 CCC stocks worthy of further research. To create the list, I trim the CCC list using various screens. I rank the trimmed list and assign a 7-star rating to each stock. Stocks rated 5 stars or better are worthy of further analysis.

Tuesday, May 9, 2017

16 Dividend Increases: May 1-5, 2017


Companies that regularly increase dividends show confidence in the potential growth of future earnings.

I monitor dividend increases for stocks on my watch list of dividend growth stocks to identify candidates for further analysis.

This week, 16 companies on my watch list decided to increase their dividends, including two of the stocks I own. Four of the sixteen stocks announced double-digit percentage increases.

Sunday, May 7, 2017

Guess Posts on DivGro?

Today's post posts a question to you, my DivGro readers. And the question is one that requires some action if you want to help guide the future of DivGro.

I founded DivGro in January 2013 and joined a growing community of dividend growth (DG) bloggers tracking their portfolios online.

By interacting with like-minded investors, I've become a better DG investor. I've learned a tremendous amount about DG investing, how to value dividend stocks, and, frankly, the benefits of blogging.

Wednesday, May 3, 2017

DivGro Pulse: April/May 2017

I decided to combine the April and May editions of DivGro Pulse, as we'll be taking a vacation break in mid-May when I usually publish pulse articles.

Pulse articles are strategy focused. I update fair value estimates for every stock in my portfolio and use the information to identify undervalued stocks suitable for further investment.

Additionally, I review the recent performance of stocks in my portfolio to see if any of them are performing poorly. If so, I need to take appropriate action.

Sunday, April 30, 2017

28 Dividend Increases: April 24-28, 2017 (Part 2: Non-Financials)


Companies that regularly increase their dividend show confidence in their ability to grow earnings. I monitor dividend increases to identify candidates for further analysis.

In the last week, 28 companies on my watch list announced dividend increases, including three of the stocks I hold in my portfolio.

Part 1 of this article covered stocks in the Financials sector. This is Part 2, which covers the non-Financials.

Saturday, April 29, 2017

28 Dividend Increases: April 24-28, 2017 (Part 1: Financials)


Companies can only increase their dividends regularly if they manage to grow earnings sufficiently. Monitoring dividend increases for stocks on my watch list helps me to identify candidates for further analysis.

This past week, 28 companies on my watch list declared dividend increases, including three of the stocks I hold in my portfolio.

Part 1 covers stocks in the Financials sector, while Part 2 will cover the non-Financials.

Thursday, April 27, 2017

Quarterly Review, Q1-2017

Welcome to my 17th quarterly review of DivGro, my portfolio of dividend growth stocks. I adopted the strategy of dividend growth investing (DGI) just more than four years ago after being inspired by several do-it-yourself DGI bloggers. It has been quite a journey!

My quarterly reports summarize the actions I've taken during the preceding quarter. I include summaries of dividends received and I report on changes that would impact future dividend income.

In the first quarter of 2017, I transferred our trust account from Scottrade to Interactive Brokers, which provides a more flexible trading platform and lower commissions. I'm taking additional consolidation actions, including transferring our IRAs to FolioInvesting where I'll be managing them as part of DivGro.

Wednesday, April 26, 2017

Options Update: March 2017

I report my options trading activity monthly, usually after options expiration Friday. Doing so allows me to report on expired or assigned options. I also report new options trades and provide a running tally of DivGro's options income to date.

As I mentioned in my Monthly Review for March, I'm finding it challenging to keep DivGro up to date, as work is occupying much of my time. So this update is quite a bit late! In fact, last Friday was option expiration Friday for April, so the clock is already ticking for my next options update!

Tuesday, April 25, 2017

15 Dividend Increases: April 17-21, 2017


Companies that regularly raise their dividend payments show confidence in future earnings growth potential.

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.

This week, 15 companies on my watch list declared dividend increases, including one of my DivGro holdings.

Sunday, April 23, 2017

Monthly Review: March 2017

I'm a little late with my monthly review for March. Work continues to occupy most of my time, so I'm finding it quite challenging to update DivGro. I'm certainly not complaining about work... it is better to have too much work than not to have enough work. But it would be great to have just enough once in a while!

In March I finished the consolidation of my wife's traditional IRA's into a single account at FolioInvesting, where I'll be managing it using DivGro's strategy of dividend growth investing. I retained one of her stocks, UnitedHealth Group (UNH), which happens to be DivGro's 8th home run!

Saturday, April 22, 2017

Home Run Number 8

I use the term home run to describe any position in my portfolio that has crossed the 100% mark in total return. In my days as a trader, I sold half of my shares when a position became a home run position. I justified the action by saying that now I'm playing with "house" money. I no longer think that way. In fact, I'm more than happy to hang on to home run stocks and to continue collecting their growing dividends.

I announced DivGro's seventh home run on 27 October 2016, nearly two years after announcing the first. Today, I'm happy to announce that I've scored another home run with DivGro!

Wednesday, April 19, 2017

Two Recent Sells

Covered call trading is a two-edged sword. It provides a way to generate options income and so boost dividend income. You sell someone the right to buy shares you own at a predetermined price, called the strike price. For that right, the options buyer pays you an options premium.

I report my options trades monthly, usually after option expirations date. I'm yet to report on my options trading activity for March, but you can see February's report here.

When I sell covered calls, I'm well aware of the potential drawbacks. The stock price can move quickly above the strike price and you have to sell your shares. You leave money on the table and, assuming the strike price is above your cost basis, you have to pay capital gains tax. Finally, you give up future dividends.

Sunday, April 16, 2017

9 Dividend Increases: April 10-13, 2017


Companies that regularly increase dividends show confidence in future earnings growth potential.

One way to identify dividend growth stocks for further analysis is to monitor dividend increases.

This week, nine companies on my watch list decided to increase their dividends, including three of the stocks I own. Only one stock announced a double digit percentage increase.

Saturday, April 15, 2017

Closing Two Closed-End Funds

I invested in closed-end funds (CEFs) in my Scottrade account before consolidating my investments and bringing them into the DivGro fold.

Aside from the attractive yields on offer, I liked having a few target holdings for Scottrade's flexible reinvestment program, or FRIP. Much like DRIPs, Scottrade's FRIP allows investors to collect dividends in a special account and reinvest the money periodically.

Now that I've moved to Interactive Brokers, at least one of the reasons for holding onto these CEFs has disappeared. Of course, giving up those higher yields is difficult, so I decided to close only two of the three CEFs I owned.

Friday, April 14, 2017

10 Dividend Growth Stocks For April 2017


I love David Fish's CCC list of dividend growth stocks trading on U.S. exchanges. Updated every month, the CCC list contains more than 800 stocks with at least five consecutive years of higher dividend payments. The accompanying spreadsheet provides key statistics of the CCC stocks and is a wonderful source for dividend growth investors.

In my monthly 10 Dividend Growth Stock series, I identify 10 CCC stocks worthy of further analysis. To create the list, I trim the CCC list using various screens. I rank the trimmed list and assign a 7-star rating to each stock. Stocks rated 5-stars or better are worthy of further analysis.

Thursday, April 13, 2017

Recent Transfer: UnitedHealth Group


Founded in 1974 and based in Minnetonka, Minnesota, UnitedHealth Group Incorporated (UNH) is a diversified health and well-being company with core capabilities in clinical expertise, advanced technology and data and health information. The company provides medical benefits to customers in the United States and more than 125 other countries. UNH operates through four segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx.

UNH is a Dividend Challenger with a streak of 7 years of dividend increases. It pays quarterly dividends in March, June, September, and December. The current dividend is 62.5¢ per share, so UNH yields 1.52% at the recent share price of $162.96. UNH has an impressive 5-year DGR (dividend growth rate) of 31%.

Sunday, April 9, 2017

5 Dividend Increases: April 3-7, 2017


Companies can only increase their dividends regularly if earnings grow sufficiently.

Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis.

Recently, 5 companies on my watch list declared dividend increases. No stocks I hold in my portfolio announced any increases last week.

Saturday, April 8, 2017

I'm Adding CVS Health To My DivGro Portfolio


CVS Health Corporation (CVS) ranked third in the March edition of my 10 Dividend Growth Stocks series of articles on Seeking Alpha.

The stock is trading down more than 30% from an all-time high price of $113.45, recorded in July 2015. As a result, CVS is trading at a 5-year high yield.

In this article, I explain why I'm adding CVS to DivGro. The article provides a full stock analysis and includes some risk factors, too.

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