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Wed. Mar. 10, 2010

Increasing Dividend Yield Part II: REITs

This is the second installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio’s overall yield-on-cost. Last week we looked at Utilities. This week we are looking at Real Estate Investment Trusts (REITs).


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Wed. Feb. 17, 2010

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.


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More on this topic (What's this?)
What’s your after-tax asset allocation?
Sentiment, Earnings and Asset Allocation: Making Sense Of The Data
Mid-Week Readings
Read more on Asset Allocation at Wikinvest
Wed. Jan. 20, 2010

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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Mon. Jan. 18, 2010

AT&T Inc. (T) Dividend Stock Analysis

This article originally appeared on The DIV-Net January 11, 2010.

Linked here is a detailed quantitative analysis of AT&T Inc. (T). Below are some highlights from the above linked analysis:

Company Description: AT&T Inc. (formerly SBC Communications) provides telephone and broadband service, and the company holds full ownership of AT&T Mobility (formerly Cingular Wireless).

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More on this topic (What's this?)
AT&T Raises Distributions by 2.4%
Stock Analysis: AT&T Inc. (T)
Read more on AT&T at Wikinvest
Thu. Dec. 24, 2009

5 Stocks Giving The Gift of Dividend Growth

Christmas is a time of giving. Families and loved-ones give gifts to each other. Many people give money to the needy and charities, while others give their time to help those that are not quite as fortunate. It seems that everyone is involved in giving this time of year, even corporations. Dividend growth stocks give a gift that keeps on giving – ever increasing dividends!


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More on this topic (What's this?)
Ten Dividend Kings raising dividends for over 50 years
Twelve Dividend Stocks Increasing Dividends
Anticipating Dividend Increases
Read more on Dividends at Wikinvest
Wed. Nov. 4, 2009

Dividend Stocks: A Disciplined Approach

Those that have read this space for any period of time are well aware of my enthusiasm for using dividend growth stocks as a vehicle for building long-term wealth and income. However, with that said, a successful investor must do more that just buy stocks that pay a growing dividend, or more that focusing on a single metric such as dividend yield. Not all dividend stocks are created equal – there is a discipline to selecting good dividend growth stocks.
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More on this topic (What's this?)
Five Dividend Stocks for long-term dividend growth
Ten Dividend Kings raising dividends for over 50 years
Anticipating Dividend Increases
Read more on Dividends, Growth Investing at Wikinvest
Tue. Oct. 27, 2009

3 High-Yield Telecom Dividend Stocks

Adding a degree of risk to your income portfolio can not only keep things interesting, but potentially boost your returns. Obviously, this needs to be kept in check because many (most?) risky investments never pan out. So instead of a boost in return, the risky investments end up being a drag on your portfolio’s return.


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Wed. Oct. 14, 2009

Dividend Payout vs. Free Cash Flow Payout

I am a firm believer in keeping things simple. However, you can simplify things to the point they no longer have value. In my opinion, a lot of the commonly used financial metrics can be very misleading unless you understand what is behind them. I would put EBIT, EBITDA and Dividend Payout in this category. As an investor in dividend stocks, I see Dividend Payout used a lot, so let’s take a closer look at it.


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More on this topic (What's this?)
Five Dividend Stocks for long-term dividend growth
Ten Dividend Kings raising dividends for over 50 years
Anticipating Dividend Increases
Read more on Dividends at Wikinvest
Tue. Oct. 13, 2009

High-Yield Dividend Stocks: A Safer Approach

When people learn that I am an income investor, the reaction is often a desire to discuss high-yield investments. The uninitiated commonly confuse income investing with high-yield investing. The two are not the same.


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