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Wed. Feb. 24, 2010 Dividends4Life classics, commentary

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

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Wed. Feb. 17, 2010 Dividends4Life commentary

38 Dividend Securities For A Well-Rounded Asset Allocation

I am a firm believer that asset allocation plays a significant part in a portfolio’s long-term results. Recently, I received a question asking if you could have a diversified portfolio of dividend stocks. It is an interesting question that deserves further examination.

More on this topic (What's this?)

What’s your after-tax asset allocation? (Canadian Business Blog, 1/21/10)

Hedge Fund Panel: Is There Alpha In Asset Allocation? (Och, Mindich, Singh & More) (market folly, 2/4/10)

Portfolio Re-Balancing – Do It Proactively (Dividend Tree, 12/21/09)

Read more on Asset Allocation at Wikinvest

2 Comments ABT, ADP, AFL, BIV, BLV, BP, BSV, CAH, CB, CHRW, CLX, CTL, CVX, DBD, ED, EMR, ESS, FRT, GPC, HGIC, JNJ, KO, LLTC, LLY, MCD, MGEE, MHP, MMM, NUE, OFC, PG, RAVN, SYY, T, TEG, VIVO, WXPD, XOM ________________________________________________________________________________________

Wed. Jan. 20, 2010 Dividends4Life classics, commentary

10 Dividend Stocks With Above Target Returns

Last week I noted that most dividend stocks are now trading in excess of their calculated fair value. However, capital appreciation is not the primary reason for investing in dividend stocks. Dividend fundamentals are what drive my purchase decision, and if I could only look at one metric it would be the Net Present Value of the Money Market Differential (NPV MMA Diff.)

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Covestor Model Douglas Estadt Returns 129.82% For Investors (Stock Trading To Go, 10/27/09)

Raymond Merriman's turn dates 1/13 and 1/15-18 produced strong results - financial markets headin... (CHARTLINES (tm), 1/23/10)

Nick Bolton’s $580k Pay Day from GPG (Fusion Investing and Analysis, 11/23/09)

Read more on Municipal Mortgage & Equity, LLC at Wikinvest

2 Comments ABT, AFL, BDX, CAH, JNJ, NUE, PG, RLI, SYY, T ________________________________________________________________________________________

Wed. Jan. 6, 2010 Dividends4Life classics, commentary

8 Dividend Stocks Covering Their Dividend

As we discussed last week, when selecting a dividend growth stock there is really only one factor that is important – sustainability. As dividend growth investors we are looking for stocks can continue to raise their dividends indefinitely into the future. One metric that provides an indication of a dividend’s sustainability is its payout ratio.

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)

Best US Dividend stocks for 2010 (Intelligent Speculator, 1/5/10)

7 Low-Debt High-Rated Dividend Stocks

When selecting a dividend growth stock there is really only one factor that is important – sustainability. As we evaluate many aspects of a company, what we are really trying to determine is if the company can continue to raise its dividend indefinitely into the future. To pay and raise its dividend a company must generate sufficient free cash flow. However, it is not enough to just generate the cash, it has to be available for dividend payments.

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)

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Read more on Dividends, Debt at Wikinvest

1 Comment AFL, BDX, HGIC, JNJ, NUE, RAVN, RLI ________________________________________________________________________________________

Mon. Dec. 21, 2009 Dividends4Life analysis

Nucor Corporation (NUE) Dividend Stock Analysis

This article originally appeared on The DIV-Net December 14, 2009.

Linked here is a detailed quantitative analysis of Nucor Corporation (NUE). Below are some highlights from the above linked analysis:

Company Description: Nucor Corporation is engaged in the manufacture and sale of steel and steel products. As the largest minimill steelmaker in the U.S., Nucor has one of the most diverse product lines of any steelmaker in the Americas.

Read more…

More on this topic (What's this?)

Stock Analysis: Nucor Corporation (NUE) (The DIV-Net, 12/14/09)

Nucor Increases Dividend 37th Consecutive Year (Disciplined Approach to Investing, 12/3/09)

(NUE) Nucor Buys Ocala Recycling (Stock Blog Hub, 3/3/10)

Pocket Change Portfolio – November 2009

Each month I update the Pocket Change Portfolio (PCP). The table below reconciles the PCP from beginning of period to end of period for November 2009, Year-To-Date (2009) and Life-To-Date. The Portfolio Returns line provides the calculated return for the three displayed periods.

Read more…

No Comments BIV, BLV, NUE, PG ________________________________________________________________________________________

Sat. Dec. 12, 2009 Dividends4Life progress

Progress Update – November 2009

Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income rose in November, extending the streak to 9 months after February 2009’s decline. Since I began publicly tracking annualized dividend income in November 2007, it has increased in 23 of the last 24 months.

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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)

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

1 Comment BIV, BLV, LQD, MTB, NUE, PCY, UTX ________________________________________________________________________________________

Fri. Dec. 4, 2009 Dividends4Life commentary

11 Dividend Stocks Giving You More To Spend

You can’t spend earnings! At first glance, this seems like an odd statement, possibly even incorrect. However, it is not only correct, but an important axiom for all types of investors. Through fraud and manipulation financial statements can be made to look quite impressive, but the cash that arrives in your brokerage account is real.