This is the third installment in a multi-part series that looks at different sectors that have traditionally been very friendly to dividend investors. Each of these sectors have attributes that make the companies in them potentially desirable to long-term buy-and-hold dividend growth investors. Understanding these attributes will hopefully help us to select the very best companies for our income portfolios. Last week we looked at Financial Services Sector. This week we are looking at Industrial Materials…
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Wed. Feb. 16, 2011
classics, commentary
12 Industrial Strength Dividend Stocks *
Fri. Oct. 8, 2010
commentary
9 Dividend Stocks Enriching Their Shareholders *
In one form or another, I get the this question, “What do you think of the market? Where’s it headed?” Normally, I politely respond as expected, but occasionally I will startle the person with a reply like, “I don’t know. For me it really doesn’t matter much.” My investing goals are not defined by movements in the market. Instead of looking at the market and its direction, dividend investors should focus on quality, price and ultimate value of individual stocks.
Wed. Sep. 29, 2010
classics, commentary
9 High-Yield Managed Distribution Policy Funds *
Exchange traded funds (ETFs) and closed-end funds (CEFs) are composed of many different individual securities. This usually results in uneven dividend distributions. Some funds have tried to address this with a managed distribution policy. In short, a managed distribution policy is management’s commitment to make a fixed periodic dividend payment.
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Wed. Aug. 11, 2010
classics, commentary
10 Stocks With Sustainable Dividend Growth *
In the past we have looked at the importance of a company’s ability to sustain its dividend. However, as an investor in dividend growth stocks, it is not enough to simply sustain the dividend – I want to own companies that are capable of sustained dividend growth. Needless to say, this is a little more difficult to evaluate, but here are few important things to consider…
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Wed. Jul. 21, 2010
classics, commentary
Where To Find Great Dividend Stocks *
In my dividend database, I track nearly 190 stocks in 19 different sectors. Generally, the characteristics of certain sectors tend to match those that dividend growth investors are looking for, thus their constituents are often make better dividend investments. In the case of the stocks I track, nearly half of them are in these three sectors:
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Fri. Jul. 9, 2010
commentary
Stocks Trying To Entice Investors With Their Dividends *
The goals of an income portfolio are much different than those of a capital appreciation portfolio. The good news is an income portfolio consisting of quality dividend growth stocks can not only succeed, but excel during a market downturn. Dividend investors are focused on building a stream of steadily rising income from solid companies. While many panic when their portfolios decline, income investors see a downturn as an incredible buying opportunity as they are look for sustainable growing dividends.
Mon. Jun. 21, 2010
analysis
RPM International Inc. (RPM) Dividend Stock Analysis *
This article originally appeared on The DIV-Net June 14, 2010.
Linked here is a detailed quantitative analysis of RPM International Inc. (RPM). Below are some highlights from the above linked analysis:
Company Description: RPM International Inc. makes specialty coatings and products for the structural waterproofing and corrosion control markets, as well as products for the consumer, do-it-yourself and hobby markets.
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Wed. Jun. 2, 2010
classics, commentary
9 Stocks With a Sustainable Dividend *
To succeed as a dividend growth investor you must identify and purchase stocks with sustainable dividend growth. Put another way, targeted companies must be both capable and willing to grow their dividends. Obviously, we can not look into the future and see who will and will not perform. However, there are critical bits of information that we can evaluate today that often foreshadow the company’s future behavior. Here are some of the more relevant ones:
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Fri. Apr. 9, 2010
commentary
5 Dividend Stocks Building Superior Long-Term Returns *
Ned Davis Research examined the relative performances of stocks between 1972 and 2006 and established a link between rising dividends and superior long-term returns. The study found S&P 500 stocks that consistently increased their dividends returned 10.4% total return (dividends + share price appreciation), while those that did not increase their dividends returned only 8.2%. The 2.2% advantage of the dividend raisers would equate to an additional $1,802 per $100 invested in 1972.
13 Dividend Stocks Headed In The Right Direction *
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