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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.

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The Dividend Stock Recovery: Get Ready for a High-Yield Bonanza (Investment U, 2/22/10)

Busy week for dividend increases (Dividend Growth Investor, 1/22/10)

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

7 Dividend Stocks To Take The Emotion Out Of Investing

Deep-down in my soul, I am a contrarian. The third quarter market run-up converted most of the great dividend stock buys into ‘ok’ buys (at best). As September came to a close, I felt a sense of excitement entering October. This is the month that stocks have traditionally gone on sale. I was prepared to make a double allocation (or more) depending on the level of the markets decline. It didn’t happen. Once again, investor emotions drove the market in an unpredictable direction.

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Five Dividend Stocks for long-term dividend growth (Dividend Growth Investor, 10/27/09)

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

Choosing Dividend Stocks: Six Steps For Finding These Safe, High-Yield Investments (Investment U, 1/22/10)

Read more on How To Invest, Dividends at Wikinvest

3 Comments CTL, CVX, KMB, KO, LLY, MMM, PEP ________________________________________________________________________________________

Tue. Sep. 1, 2009 D4L commentary

What’s Wrong With P&G?

Product demand for household and personal care products is generally stable and not affected by changes in the economy or geopolitical factors. Investors know this and when the economy and the market turn down, many investors start buying defensive stocks. Since the end of the year, many non-cyclical companies have seen dramatic increases, with one notable exception, Procter & Gamble (PG).

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Procter & Gamble (PG) Stock Dividend Analysis (Dividend Growth Investor, 3/12/10)

Why Procter & Gamble Is Still The One To Watch (Investment U, 12/28/09)

Procter & Gamble Company Stock Analysis (The DIV-Net, 3/5/10)

Read more on Procter & Gamble Company at Wikinvest

9 Comments CL, CLX, JNJ, KMB, PG ________________________________________________________________________________________

Mon. Aug. 17, 2009 D4L analysis

Kimberly-Clark Corporation (KMB) Dividend Stock Analysis

This article originally appeared on The DIV-Net August 10, 2009.

Linked here is a detailed quantitative analysis of Kimberly-Clark Corporation (KMB). Below are some highlights from the above linked analysis:

Company Description: Kimberly-Clark Corporation is a global consumer products company produces tissue, personal care and health care. Its brands include Huggies, Pull-Ups, Kotex, Depend, Kleenex, Scott and Kimberly-Clark.

Read more…

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Kimberly-Clark Corporation (KMB) Stock Dividend Analysis (Dividend Growth Investor, 3/5/10)

Kimberly-Clark Corporation (KMB) Stock Analysis (The DIV-Net, 2/26/10)

Stock Analysis: Kimberly-Clark Corporation (KMB) (The DIV-Net, 8/10/09)

Read more on Kimberly-Clark at Wikinvest

1 Comment KMB ________________________________________________________________________________________

Tue. May. 5, 2009 D4L classics, commentary

Underfunded Pension Plans: The Next Shoe To Drop?

As the government tries to thaw the credit freeze, the next potential catastrophe is starting to heat up. I am beginning to see more and more written on the pending problem of underfunded pension plans. Unfortunately, this problem could have many faces and take a significant amount of time to sort out.

2 Comments CVX, GD, GM, JNJ, KFT, KMB, PEP, XOM ________________________________________________________________________________________

Mon. Mar. 2, 2009 D4L commentary

Federal Reserve To Urge Banks to Stop Paying Dividends

Last Wednesday, Bloomberg reported that The Federal Reserve is urging Wells Fargo & Co. (WFC) and dozens of banks getting bailout funds to put the money into new loans, bolster loss reserves and not to pay dividends to shareholders. It seems the message has been heard. JPMorgan (JPM), the second-largest U.S. bank, slashed its dividend by 87% to $0.05. CEO Jamie Dimon said the decision wasn’t “directly related” to the $25 billion it received under the government’s Troubled Asset Relief Program (TARP). Not all companies have the government helping them run their businesses, so they are free to continue raising their dividends. Here are several that have done just that:

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Auerback: Bernanke Fesses Up: America Has No ‘Insolvency’ Issue (naked capitalism, 2/26/10)

Bernanke Vote Closer Than It Appeared (naked capitalism, 1/29/10)

Yellen About ZIRP (LOLFed, 3/13/10)

Read more on Federal Reserve at Wikinvest

No Comments ABT, CB, CL, ITT, JPM, KMB, PAS, THI, TRI, WFC, WR ________________________________________________________________________________________

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…

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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)

Dividend Stocks Role In The Future Recovery

Dividend stocks are sometimes referred to as defensive stocks since many investors flee to them in an economic downturn. Their dividends, if sustainable, provide a minimum level of positive return. This cushions the downward pressure from the market. But what happens when the market turns up?

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How to Profit From Volatility Through One Simple Investment (Investment U, 1/19/10)

The Value of Content SeekingAlpha Has Received For Free (World Beta - Engineering Targete..., 3/10/10)

VIX Volatility is Back: Here’s How to Profit from a Complacent Market (Investment U, 1/5/10)

Read more on Beta, Historical Volatility at Wikinvest

11 Comments CVX, ED, JNJ, KMB, PEP, VFINX ________________________________________________________________________________________

Wed. Jan. 7, 2009 D4L commentary

2008: It Wasn’t All Bad

For most people, 2008 will not be looked upon with fond admiration. The average investor likely suffered their largest portfolio loss in 2008, if not in dollar terms, certainly in percentage. However, if we stop and reflect, we just might find some good in 2008. With that in mind, let’s consider the following: