Latest Dividend News

28 Dividend Increases: February 20-24, 2017 (Part 1: Financials, REITs, And Utilities)


Monitoring dividend increases for stocks on my watch list helps me to identify candidates for further analysis. Companies that regularly raise their dividend payments show confidence in future earnings growth potential. This week, 28 companies on my watch list declared dividend increases, including one of the stocks I own. The following table provides a summary of increases from 15 companies in the Financials, REITs, and Utilities sectors. The table is sorted by percentage increase,... Read more

Genuine Parts: Highly Consistent, Wait For The 3% Yield


Genuine Parts Company (NYSE: GPC) is one of the most consistent companies in the world for its shareholders. It has paid increasing dividends every year for an amazing 60 years straight, and has the strength to continue the streak well into the future. Looking below, GPC has managed to consistently grow earnings to support the dividend over the long-term. This consistency lends itself to a "sleep well at night" investment and one that long-term holders should not have to worry about.... Read more

28 Dividend Increases: February 20-24, 2017 (Part 2: The Remaining Sectors)


Monitoring dividend increases for stocks on my watch is one way to identify candidates for further analysis. Companies that regularly increase dividends show confidence in future earnings growth potential. In the last week, 28 companies on my watch list announced dividend increases, including one of the stocks I own. Part one of this article presented companies in the Financials, REITs, and Utilities sectors that raised their dividends. The table below presents the remaining stocks that... Read more

8.5% Yield In This Market With Further Price Appreciation Ahead


In previous articles, I've written about my investment opinions on the sovereign debt of India, Sri Lanka, Indonesia, Colombia (position now closed), and Mexico (all toward the long side). I'm also effectively short the sovereign debt of Germany, Japan, and Italy (hedged with US Treasuries in the case of the latter). In this post, I intend to write about my position in Russian sovereign debt. Russia has an inverted yield curve, which indicates that the market believes that... Read more

A Dividend Portfolio Needs Water To Grow


Trying to find deals in an overheated market is like trying to find an empty lane at Best Buy on Black Friday. Good news, bad news, no news -- the market lurches upward. Unfortunately bond prices and preferred shares have shared in the fun and are commensurately overvalued so where do dividend investors turn for a decent return without overpaying? The 10-year Treasury note is presently offering a non-inflation beating 2.33%. That's not gonna cut it for most of us. Enter: Veolia (OTCPK:... Read more

ABN Amro - Solid, Improving Yield, But The Stock Lacks Mischief


ABN Amro (ABN) offers a 5.7% yield in 2017, and this should improve to over 6% in 2018. The PE is low, at less than 10x over the medium term. This is a solid holding, but questions over capital levels and lack of growth make it a hold rather than a buy. On the evidence of the fourth quarter presentation, ABN has abundant capital and an improving payout ratio that suggests far more room to distribute capital. Company Data Changes to risk weightings within ABN's loan book,... Read more

Is Apple The Best Dividend Growth Stock In The Market?


Apple (NASDAQ: AAPL) is the largest company in the world in terms of market cap and therefore demands regular attention for investors; both institutional and retail, alike. Apple is far and away the most commonly subscribed to and followed individual stock here on Seeking Alpha - and rightfully so. Apple is a unique stock in regard to the way that portfolio managers can justify holding shares in just about any sort of strategic portfolio. When looking at funds, both actively and passively... Read more

Stocks Going Ex-Dividend The First Week Of March


Here is our latest update on the stock trading technique called "Buying Dividends," also commonly referred to as "Dividend Capture." This is the process of buying stocks before the ex-dividend date and selling the stock shortly after the ex-date at about the same price, yet being entitled to the dividend. This technique generally works only in bull markets and can work in flat or choppy markets, but you need to avoid using it during bear markets. The key to being successful... Read more

"Safe" Russell Index Review III: Large Cap Russell 1000 Dogs Out-Run Dow Dogs Fetching Dividends


The Dividend Dogs Rule The "dog" moniker was earned by stocks exhibiting three traits: (1) paying reliable, repeating dividends, (2) their prices fell to where (3) yield (dividend/price) grew higher than their peers. Thus, the highest yielding stocks in any collection became known as "dogs." More specifically, these are, in fact, best called, "underdogs." FTSE Russell states: "The Russell Indexes are a family of global equity indices that... Read more

ONEOK Partners: Dividend Achiever MLP With A 6% Yield


Published February 25th, 2017 by Bob Ciura There is an old saying, that it is important to separate the wheat from the chaff. This is especially applicable when considering the oil and gas Master Limited Partnerships. Investors typically buy MLPs for income. But as the past year proved, an MLP's distribution is not guaranteed. ONEOK Partners LP (NYSE: OKS) navigated the recent downturn in natural gas prices well. It maintained its dividend, even as commodity prices crashed.... Read more

National Health Investors: 5% Yielding Dividend Achiever With Growth Up Ahead


Published February 24th, 2017 by Bob Ciura Income investors interested in buying real estate investment trusts, otherwise known as REITs, should pay particular attention to the health care REITs. Health care REITs, such as National Health Investors (NYSE: NHI), have a unique and compelling growth opportunity that sets them apart from other REITs - the aging U.S. population. There are 76 million Baby Boomers in the U.S. As these individuals age, health care spending is likely to... Read more

Dividend Growth For Couch Potatoes


Many of you know of Scott Burns. He published his first book on personal finance in 1972. His financial column, begun at the Boston Herald and later the Dallas Morning News, was syndicated beginning in 1981. He retired in 2017. In 2006, Burns doubled up to become one of the founders of AssetBuilder as well as its Chief Investment Strategist. AssetBuilder is a money management firm that emphasizes asset allocation using DFA funds. They illustrate a variety of fund recipes for different goals... Read more

4 Canadian Dividend All-Stars Expected To Announce Dividend Increases - Week Of Feb 26- Mar 3, 2017


The week of February 27th to March 3rd sees a bakers' dozen of Canadian Dividend All-Stars report earnings. Of interest to dividend growth investors is the fact that there are potentially five of these who could announce a bump in dividends. Let's take a look at their streaks and estimate what their raise will be. LAST WEEK - RESULTS Before we get to this week's anticipated dividend raises, last week I estimated that CCL Industries, (OTC:CCDBF), Stantec (NYSE: STN), Magna... Read more

'Safe' Russell Index Review II: Small Cap Russell 2000 Dogs Fetch More Dividends Per Dollar


The Dividend Dogs Rule The "dog" moniker was earned by stocks exhibiting three traits: (1) paying reliable, repeating dividends, (2) their prices fell to where (3) yield (dividend/price) grew higher than their peers. Thus, the highest yielding stocks in any collection became known as "dogs." More specifically, these are, in fact, best called, "underdogs." FTSE Russell states: "The Russell Indexes are a family of global equity indices that... Read more

Intesa Sanpaolo: Double-Digit Yield. What About The Risks?


Intesa Sanpaolo (OTCPK: ISNPY) is very cheap. How do we assess the risk? My initial call on Intesa, back on 20th September last year, worked very well for a while, but has since come back to look poor given the prevailing performance in bank stocks generally since that time. The stock rose 27% to January 5th, and has now fallen 18% to €2.08. Since 2014, ~€2 per share for Intesa has not been a bad handle. Should you get ready to buy now? This is bank with a CET1 ratio of... Read more

Niche High-Dividend Stock Yields 8%, Pays Monthly In U.S. Dollars, Reports Record Revenue And EBITDA


Remember the good old days of your youth, when you took the bus back and forth to school? "We had to wait in all kinds of weather, not like these spoiled kids today, whose moms schlep them back and forth in the latest fancy SUVs. Get off of my lawn you kids, and NO, you can't have your @#$% soccer ball back!" (OK, mean old Mr. Wilson from Dennis the Menace, that's enough out of you...) Student Transportation (NASDAQ: STB) is in a unique position and represents a pure play... Read more

Fourth Portfolio Review - 'The Accelerated Dividend Portfolio'


Strategy - Over two years ago I started to think about income streams I'll want for retirement and undertook a plan of building a "starter" dividend portfolio in my Fidelity 401(k) account. - Used 30% of my 401(k) balance to build my dividend portfolio with the anticipation of gaining greater knowledge and wisdom ahead of going "all in" down the road. - Attempting to quickly build my portfolio with high-quality, high-yielding dividend companies and then... Read more

Sell Seaspan - Leverage And A Likely Dividend Cut To Put Pressure On The Stock


Seaspan Corporation (NYSE: SSW) is the largest independent charter owner and manager of containerships which it fixes to long-term fixed-rate charters with the major container liner companies. Seaspan operates 89 containerships and expects to take delivery of another eight newbuilding containerships. We have evaluated certain financial aspects of the company in the following points and we expect that the stock price is very likely to be lower in 2017 than the current level of $7.63, as of... Read more

'Safe' Russell Index Review I: All Cap Russell 3000 Top Dogs Include 5 'Safe' Sector Dividend Leaders


The Dividend Dogs Rule The "dog" moniker was earned by stocks exhibiting three traits: (1) paying reliable, repeating dividends, (2) their prices fell to where (3) yield (dividend/price) grew higher than their peers. Thus, the highest yielding stocks in any collection became known as "dogs." More specifically, these are, in fact, best called, "underdogs." FTSE Russell states: "The Russell Indexes are a family of global equity indices that... Read more

Excessive Dividends: Leveraged ETNs For The Average Joe


A couple of years ago I wrote an article titled "Double the Fun or Double the Trouble?". In it, I discussed the relative merits and pitfalls of using a leveraged ETN, the UBS ETRACS Monthly Pay 2X Leveraged Dow Jones Select Dividend Index ETN (NYSEARCA: DVYL) versus the non-leveraged iShares (BlackRock) Select Dividend ETF (NYSEARCA: DVY) fears and have utilized the leveraged ETNs to better the dividend payments of my holdings. As I pointed out in my article, some of the risks of... Read more