The difference between an income investor and a dividend growth investor is time and the understanding of how compound growth works. If you are 67 years old and need income today, you will likely select a different group of stocks than an enlightened 27 year old that doesn’t necessarily need the income today. The 27 year old has the the luxury of time to grow a superior yield, while the 67 year old may be forced to assume additional risk to buy a higher current yield. Here are some of the reasons an investor might forgo current yield in hopes of future gain…
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Wed. Apr. 6, 2011
classics, commentary
10 Dividend Stocks With With A 10%+ Dividend Growth Rate *
Mon. Mar. 28, 2011
analysis
Cardinal Health,Inc. (CAH) Dividend Stock Analysis *
This article originally appeared on The DIV-Net March 21, 2011.
Linked here is a detailed quantitative analysis of Cardinal Health,Inc. (CAH). Below are some highlights from the above linked analysis:
Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.
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Wed. Feb. 23, 2011
classics, commentary
13 Dividend Stocks Headed In The Right Direction *
A photograph captures a moment in time. Seconds after the flash dims a tree could have fallen on the object of the photo or the sad looking man in the photo could have been told he just won a million dollars. In much the same way a dividend stock analysis is a snapshot in time, but the real question for the savvy dividend investor is ‘where is the stock headed?’ Here are four important directional metrics that I look for when updating my stock database…
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Fri. Feb. 11, 2011
commentary
20 CEO’s Showing Confidence With Increased Dividends *
A person’s character is determined by how they behave when no one else is looking and during difficult times. In much the same way, we can learn a lot about a company’s management when they face adversity. One metric I look at closely during a downturn is cash generation relative to earnings. The ability of a company to grow its dividend throughout the economic cycle is highly dependent on the management’s ability to generate cash in a downturn.
Wed. Jan. 5, 2011
classics, commentary
10 Under-Valued Dividend Stocks *
By many measures, 
2010 was a great year for dividend growth stocks. There were far fewer dividend cuts and fewer companies that failed to raise their dividends at the expected time. From a valuation standpoint dividend stocks performed quite well, with many income portfolios outperforming the S&P 500.
Mon. Dec. 6, 2010
analysis
Owens & Minor, Inc. (OMI) Dividend Stock Analysis *
This article originally appeared on The DIV-Net November 29, 2010.
Linked here is a detailed quantitative analysis of Owens & Minor, Inc. (OMI). Below are some highlights from the above linked analysis:
Company Description: Owens & Minor Inc. is a leading domestic distributor of medical and surgical supplies to the acute care market, a health care supply chain management company, and a direct-to-consumer (DTC) supplier of testing and monitoring supplies for diabetes.
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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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Mon. Sep. 20, 2010
analysis
Cardinal Health, Inc. (CAH) Dividend Stock Analysis *
This article originally appeared on The DIV-Net September 13, 2010.
Linked here is a detailed quantitative analysis of Cardinal Health, Inc. (CAH). Below are some highlights from the above linked analysis:
Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.
Read more…
Wed. Jul. 28, 2010
classics, commentary
10 Dividend Stocks Delivering A Quick Payback *
Payback is the amount of time needed for an investment to earn its cost, undiscounted. For example, if you buy a dividend stock for $100 that pays a $5 annual dividend, the payback is 20 years (100/5). Though not very sophisticated, payback can still help you screen for good, solid dividend growth stocks. I learned this lesson the hard way…
15 Dividend Stocks With A 15% Yield In 15 Years *
- Wayne Gretzky
I know very little about hockey, but I have always loved this quote. It can be applied to so many things in life, including investing. Just as Gretzky has a vision as to where the puck is going, investors need to have a similar vision, and not get caught up on short-sighted distractions. Investing in dividend growth stocks requires a long-term vision. It is easy to run a screen and find stocks that are paying a 15% yield today; but how long will they be able to sustain it? Instead you may want to skate to where the future 15% yielders are going to be. To do that, here are some things you need to know…
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