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Wed. Feb. 24, 2010 D4L 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 D4L 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)

The Importance of Asset Allocation (The Rhino Stock Blog, 1/26/10)

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. 27, 2010 D4L classics, commentary

10 Stocks With 100+ Years of Dividend Payments

Over the last couple of years we have seen companies fail to raise their dividend, cut their dividend and some even decided to stop paying their dividend. In some cases their financials did not warrant the change. One way to weed these out is to look for companies with a dividend culture. Below are 10 companies that have paid a dividend for over 100 years and have increased their dividend for at least 20 years. They are presented here in descending rank of how long they have paid a dividend:

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)

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

The 2010 Dividend Aristocrats

The S&P 500 Dividend Aristocrats is the most prestigious list of dividend stocks. The Dividend Aristocrats index is designed to measure the performance of S&P 500 constituents that have followed a policy of consistently increasing dividends every year for at least 25 consecutive years. This index is a member of the S&P Dividend Aristocrats index series.

More on this topic (What's this?)

Dividend Aristocrats List for 2010 (Dividend Growth Investor, 12/30/09)

Where are the original Dividend Aristocrats now? (Dividend Growth Investor, 11/11/09)

Comprehensive Review Of The Dividend Aristocrats (Disciplined Approach to Investing, 1/22/10)

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

6 Comments AVY, BBT, BF.B, CLX, CTAS, GCI, GE, JCI, JNJ, KO, LM, MCD, MTB, PFE, PG, STT, USB, WMT, XOM ________________________________________________________________________________________

Wed. Oct. 14, 2009 D4L classics, commentary

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.

More on this topic (What's this?)

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)

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

Three Dividend Stocks With A Perfect Risk Score

A good system continues to improve itself. I maintain an extensive database with a minimum of 10 years of information on each of the 110+ stocks that I track. This data is gathered from various sources deemed reliable. Most data is generic and can be pulled from various sites. That is except some S&P risk and quality information (RQ).

More on this topic (What's this?)

Trading System Testing and Risk Management with Multiple Securities (The Essentials of Trading, 9/23/09)

Risk Analysis of Portfolio – 2009 3Q (Dividend Tree, 10/14/09)

David Rosenberg: Equities carry too much risk (Dah Hui Lau (David), 9/24/09)

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 ________________________________________________________________________________________

Fri. May. 1, 2009 D4L commentary

IBM Assumes Familiar Leadership Role

IBM (IBM), a name once synonymous with blue-chip technology, faced a near-death experience in the early 1990’s when it misjudged the importance of PCs at a time when demand for mainframes was waning and corporate downsizing was in full swing. IBM has never been able to regain it technology bellwether crown from Microsoft (MSFT) and Intel (INTC), but it has taken steps to regain its leadership role.

More on this topic (What's this?)

IBM Dividend Stock Analysis (Dividend Growth Investor, 2/20/09)

A merger arbitrage lesson to learn (Dividend Growth Investor, 4/7/09)

Hot Stocks: IBM’s Diverse Business and Global Presence Should Boost First Quarter Earnings (Contrarian Profits, 4/17/09)

Read more on International Business Machines at Wikinvest

1 Comment BMS, BOKF, CFR, COST, DGICA, GWW, IBM, OXY, SWY, TLM, UGI, VMI, XOM ________________________________________________________________________________________

Wed. Feb. 11, 2009 D4L process

The Best Dividend Stocks In The World

I couldn’t begin to estimate how many different stocks are traded around the world on the various exchanges. Like everything else, there are many participants, but few players. Though the population of stocks may be large, there are only a precious few that are worthy dividend stocks. When spending my time looking for worthy investments, there are four primary places I look:
Read more…

15 Comments BP, BWL.A, CLX, CNI, CVX, DCI, FPU, JNJ, KO, MCD, MKC, MSEX, NOK, PC, PG, TDS, TM, WEYS, WFC, WMT, XOM ________________________________________________________________________________________