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Fri. Jan. 29, 2010 D4L commentary

10 Dividend Stocks Increasing Yield On Cost

Most casual income investors focus on current yield, which is important. However, if your objective is to build a portfolio of securities with increasing income, then Yield on Cost is an excellent metric to measure your progress. Yield on Cost is simply the annual dividend rate times number of shares owned divided by what you paid for the investment (basis). As companies increase their dividend, your yield on cost goes up.

More on this topic (What's this?)

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

Twenty Dividend Increases in the news (Dividend Growth Investor, 2/8/10)

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

Read more on Dividends, Yield on Cost (YOC) at Wikinvest

4 Comments ARG, EGN, EPB, HEP, INTC, NATI, PX, ROL, SJW, SXL

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Fri. Nov. 20, 2009 D4L analysis

11 Dividend Stocks Increasing Dividends and Long-Term Returns

It is a well-documented fact that a significant portion of the historical equity returns are a result of reinvested dividends. In Triumph of the Optimists: 101 Years of Global Investment Returns (2002), the authors looked at equity returns from capital gains and dividends from 1900 to 2000. They determined that performance in any given year was driven by capital appreciation, but long-term returns were largely the result of reinvested dividends.

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

Twelve Recent Dividend Increasers (Dividend Growth Investor, 11/23/09)

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

Ten Dividend Stocks Beating The S&P 500

So far in 2009, the Dividend Aristocrats have under-performed the S&P 500. However there are several dividend stocks that have done quite well and beat the S&P 500 index, and some of those companies just might surprise you!

3 Comments BP, CNI, CTL, INTC, KO, MCD, MFC, MMM, PAYX, RY, SYY, VFINX, WMT ________________________________________________________________________________________

Tue. Apr. 7, 2009 D4L commentary

10 Dividend Stocks That Excelled In March

For many investors, the glass is always half full. Even in the darkest of times, they always see the bottom just around the corner and it really doesn’t take much good news to get them into the buying mood. The month of March provided those investors with a lot to celebrate, and they did!

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2009 Dogs of the Dow (Dividend Growth Investor, 1/7/09)

Thrills of Victory, and Agony of Repeat (Investment U, 3/24/09)

The Rally in the Dow Jones is Losing Steam (Contrarian Profits, 4/24/09)

Read more on Dow Jones Industrial Average (DJI) at Wikinvest

2 Comments AFL, CVX, INTC, ITW, LLY, MFC, NNN, NUE, PAYX, RY ________________________________________________________________________________________

Tue. Mar. 17, 2009 D4L commentary

Intel Corp (INTC): A Winning Strategy

In January 2008, I considered the possibility of adding a tech company to my dividend income portfolio. It couldn’t be just any tech company since most are quite volatile and don’t produce sufficient cash to pay a consistent and rising dividend. Two tech companies that were worthy of consideration were Microsoft (MSFT) and Intel Corp (INTC) due to their ability to generate free cash flow. I considered INTC the stronger of the two and had high hopes, but things didn’t initially work out. Eventually, patience paid off and when INTC’s price and interest rates dropped to the point the numbers made sense, I purchased it. So what’s INTC’s outlook now?

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Sometimes Boring is the Most Profitable (Contrarian Profits, 3/11/09)

Intel Defies Layoff Trend – Spends $7 Billion Protecting 7,000 Jobs (Contrarian Profits, 2/11/09)

Intel Defies Layoff Trend – Spends $7 Billion Protecting 7,000 Jobs (Money Morning, 2/10/09)

Refining Risk Measurement Of Dividend Stocks

Earlier we looked at the RQ (Risk/Quality) ratings of individual stocks. This was a good start to help us understand the risk profile of a stock, and our dividend stock portfolio, but it didn’t quite go far enough. Since then I have continued to measure, calculate and calibrate a more comprehensive measure of risk. I sill use the RQ rating as 50% of the new measure, but I have added these two important indicators of risk:

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Last Chance For The Value Investing Congress Discount (market folly, 3/9/10)

IS THE RISK TRADE BACK ON? (THE PRAGMATIC CAPITALIST, 2/9/10)

TLP: Sadly, Romances Never Really Get a Chance to Bloom (Jr Deputy Accountant, 3/7/10)

Stock Screen For Improving Dividends

Standard & Poor’s has speculated that the dollar amount of S&P 500 dividend payments will drop 10% in the fourth quarter, the biggest drop since 1958. However, more than half of companies will pay more in 2008 vs. 2007. This oddity is driven by the banks, which have historically paid some of the highest dividends. As any dividend investor can tell you, the banks have led the way in dividend cuts. In September and October, 16 financial companies cut their dividend payments by $14.6 billion.

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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)

Read more on S&P 500 (SPX), Dividends at Wikinvest

No Comments BDK, CAT, DRI, GRMN, INTC, PFE ________________________________________________________________________________________

Mon. Oct. 13, 2008 D4L analysis

Stock Analysis: Intel Corporation (INTC) Attractively Priced

This article originally appeared on The DIV-Net October 6, 2008.

Linked here is a PDF copy of my analysis of Intel Corporation (INTC). Below are some highlights from the above linked analysis:

Company Description: Intel Corporation engages in the manufacture and sale of semiconductor chips, as well as in the development of advanced integrated digital technology platforms for the computing and communications industries worldwide.

Read more…

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Rolling Options on INTC Naked Puts (My Trader's Journal, 2/19/10)

Intel Corporation (NASDAQ: INTC): Q4 Earnings Preview 2009 (Stock Wizard, 1/10/10)

INTEL BEATS BIG, GUIDES HIGHER (THE PRAGMATIC CAPITALIST, 1/14/10)

Read more on Intel at Wikinvest

No Comments INTC ________________________________________________________________________________________