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Fri. Feb. 26, 2010 D4L commentary

18 Dividend Stocks Raising Their Yield On Cost

For dividend growth investors, there are certain attributes of investments that are more relevant than others, such as yield and dividend growth. To illustrate the power of dividend growth consider that an investment’s yield-on-cost will double every 5 years if they grow their dividend by 15%/year or 7 years at 10%/year or 14 years at 5%/year.

More on this topic (What's this?)

The ten year dividend growth requirement (Dividend Growth Investor, 3/3/10)

Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)

Anticipating Dividend Increases (Buying Value, 3/7/10)

The 2010 Dividend Stock Ideas List

Last year I introduced the Stock Ideas list and it has proven to be immensely popular. The list consists of Dividend Aristocrats, US Broad Dividend Achievers and U.S. Dividend Champions. Duplications in the above lists are eliminated and stocks are crossed out when I learn that they have either cut their dividend or fail to raise it. Here are some highlights on this year’s changes:

2 Comments AIG, AROW, BAC, BWL.A, CLX, CTWS, CVX, DCI, EMR, ETP, FII, GE, GTY, HCBK, HD, IRET, JCI, JNJ, KO, MCD, MKC, NST, NU, NUE, PAA, PFE, PG, RAVN, SPH, USB, WEYS, WMT, XOM ________________________________________________________________________________________

Tue. Jun. 9, 2009 D4L classics, commentary

Warren Buffett’s Dividend Stocks

Some of my fellow dividend investors have accused Warren Buffett of being a closet dividend investor. I won’t quite go that far, but there is significant common ground between dividend and value investors. With that said, let’s take a close look at Mr. Buffett’s most recent 13-F filing with the Securities and Exchange Commission.

7 Comments BAC, BNI, CEG, COP, COST, GE, HD, JNJ, KFT, KMX, KO, LOW, MTB, NLC, PG, STI, UNP, USB, WFC, WMT ________________________________________________________________________________________

Wed. Apr. 22, 2009 D4L process

A Two Step Process To Follow After A Dividend Freeze

I hate to sell a stock. When I buy a stock, my intention is to hold it forever and enjoy its ever-growing dividend income. Unfortunately, it doesn’t always work that way. Sometimes a stock changes and no longer fits in my income portfolio. It could be a company that cuts its dividend or in some cases freezes its dividend. Let’s take a look at a two-step process designed to help us determine if we should sell a stock after a dividend freeze.
Read more…

More on this topic (What's this?)

Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)

The ten year dividend growth requirement (Dividend Growth Investor, 3/3/10)

Anticipating Dividend Increases (Buying Value, 3/7/10)

Read more on Dividends, Genuine Parts Company at Wikinvest

1 Comment ABT, GD, GPC, HD ________________________________________________________________________________________

Tue. Mar. 24, 2009 D4L commentary

Will Housing Lead Us Out Of The Recession?

Looking back to the beginning of the current recession, there were two things that initially put the brakes on the economy: 1.) the sub-prime melt-down and 2.) virtual halt of residential construction. They go hand-in-hand. As new homes are constructed, many were being bought by those wanting to upgrade. In turn they had to sell their house. Eventually, as new home construction expanded while the buying population shrank, the only way to feed the beast was to expand the sub-prime market. Like most houses of cards, ultimately it failed. Has housing finally hit bottom?

More on this topic (What's this?)

Housing Recovery Here We Come (Investment U, 4/7/09)

Even the Dead Cats Aren't Bouncing (Financial Armageddon, 3/2/10)

CHART OF THE DAY: ARE HOME PRICES FALLING AGAIN? (THE PRAGMATIC CAPITALIST, 2/24/10)

Read more on U.S. Housing Market at Wikinvest

6 Comments DHI, HD, HOV, LOW, PHM, TOL ________________________________________________________________________________________

Wed. Mar. 11, 2009 D4L process

Should You Sell A Dividend Stock After A Dividend Freeze?

When I add a stock to my dividend portfolio, it is my intention to hold the stock forever. However, sometimes selling a stock is the right thing to do. In determining when to sell a dividend stock, I have one hard and fast sell rule: When an individual stock held as a dividend investment lowers its dividend, immediately sell it. This rule has served me well. Since I have begun chronicling by investments online, there have been several stocks I sold immediately after a dividend cut. Here is a list of those stocks with my exit price and a recent price:
Read more…

7 Comments ACAS, BAC, FR, GE, HD, MTB, PFE, RY, SFI, STI, USB, WB, WM ________________________________________________________________________________________

Wed. Jan. 28, 2009 D4L commentary

Dividend Stocks: The Good, The Bad and The Ugly

Like virtually everything else in this world Dividend Stocks can be placed into a few categories based on their historic performance and expectations for the future. Here are three broad categories and some representative selections from each:
Read more…

More on this topic (What's this?)

Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)

Twelve Dividend Stocks Increasing Dividends (Dividend Growth Investor, 2/1/10)

Anticipating Dividend Increases (Buying Value, 3/7/10)

What To Do With A Dividend Freeze?

Earlier in the month we looked at reasons why to sell a dividend stock when it cuts its dividend. But what should you do if a company opts to just leave its dividend flat? This is happening more and more with the recent economic downturn.