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6 days ago
Recent Posts From DIV-Net Members
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Applied Materials Dividend Increase - On 13 March, Applied Materials (AMAT) increased its dividend by 15.22%, from 46¢ to 53¢ per share. The dividend is payable on 11 June to shareholders of...
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Kimberly-Clark Co. (KMB) Dividend Stock Analysis - Linked here is a detailed quantitative analysis of Kimberly-Clark Co. (KMB). Below are some highlights from the above linked analysis: Company Description:...
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Dividend Aristocrats List for 2026 - The S&P Dividend Aristocrats index tracks companies in the S&P 500 that have increased dividends every year for at least 25 years in a row. The index is ...2 months ago
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November 2025 Net Worth $2,377,508 - Hey Everyone and welcome to our November 2025 net worth update. We’re at $2.377 million, up nearly $28k in just the last month alone – even with the corr...5 months ago
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7 Proven Money Saving Methods to Fix Your Finances Fast - How To Budget, Save, And Invest Your Way To Financial Stability Do you need help with practical money-saving methods to make ends meet? Or maybe you’re d...5 months ago
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Moving to Substack - Dear Readers, This will be my last post on WordPress. I have decided to move my blogging content over to Substack. WordPress has been the home for my blog ...1 year ago
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Q4 2024 Dividend Income Update - As 2024 comes to a close, it’s time to reflect on what has been a phenomenal year for investors. The S&P 500 delivered an exceptional year-to-date return...1 year ago
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Vacation Rental Report – Emerald’s Corner – May 2024 - Another month has gone by and now it’s time for me to write the vacation rental report for Emerald’s Corner for May 2024. I recently posted the Calypso M...1 year ago
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Introducing Wall Street Data Solutions, a revoluti... - Introducing Wall Street Data Solutions, a revolutionary platform designed to empower traders with real-time market insights, expert analysis, and personali...2 years ago
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2022 Week 46 investing and trading report - I feel like the markets are easing their bearish stance. They are still extremely volatile and choppy intraday, but we are poised for a rally that may la...3 years ago
5 Dividend Stocks For The Ultimate In Deferred Gratification
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Weekend Reading Links - April 28, 2019
For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week:
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Ten Dividend Growth Stocks For April 2019
I launched my premium Dividend Growth Investor newsletter in July 2018 with the main goal of educating individual investors and empowering them to learn how to achieve their goals. I use the experience accumulated in my own investing over the past decade and a half, as a guideline for my newsletter.
I discuss the process to identify and research individual companies, in order to come up with ten investments that I am considering every single month. I go through the process of analyzing quantitative and qualitative factors behind each investment I make.
I go a step further, because I put $1,000 of my own money every month behind each one of these investments. This is a real money portfolio, that generates real dividends.
My goal is to educate investors, as I keep investing and building that future income through new contributions, organic dividend increases and strategic dividend reinvestment. The ultimate goal of this portfolio is to generate $1,000 in monthly dividend income.
By investing money every month, readers are able to see companies that I find attractively valued today. It is of little value to you as a reader that I purchased Visa in 2011 at a cost of $34/share. It is much more educational to learn which companies are selling at attractive valuations today. I believe that great companies should be accumulated at attractive valuations, and then held on for the long term.
Of course, I do more than just provide a list of ten attractively valued companies. I discuss the steps I take to build a dividend portfolio whose goal is to generate safe long-term dividend income. I also share the process of managing this portfolio, and important steps on wealth accumulation. I am a buy and hold investor at heart, who believes in diversification and the idea of developing and following a common sense investment process to reach my investment objectives. I rarely sell, and believe that time in the market beats timing the market. This is why I am investing in ten attractively valued dividend stocks every single month.
For a limited time, you can subscribe the newsletter at a low annual price of $65/year. This is an exclusive low price that will be available by the end of April.
You can sign up through Paypal by clicking on the link below:
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Ten Dividend Geese Laying Golden Eggs for Investors
As part of my monitoring process, I review the list of dividend increases every week. I use this exercise to review dividend increases for companies I own. I also use this exercise to observe dividend companies in action, and potentially uncover dividend gems for further research. I usually focus my attention on companies that have managed to boost distributions for at least a decade. I then take each company through my analysis checklist. The end result is a quick overview of several dividend growth stocks for your review.
The companies that raised dividends last week for this review include:
AptarGroup, Inc. (ATR) provides a range of packaging, dispensing, and sealing solutions primarily for the beauty, personal care, home care, prescription drug, consumer health care, injectable, and food and beverage markets. The company operates through three segments: Beauty + Home, Pharma, and Food + Beverage.
The company raised its quarterly dividends by 5.90% to 36 cents/share. This was the company’s 26th consecutive year of paying an increased dividend. The latest increase was slower than the ten year growth in dividends of 9%/year.
Annual earnings grew from $1.79/share in 2009 to $3/share in 2018. AptarGroup is expected to generate $4.28/share in 2019.
This dividend champion is overvalued at 25.30 times forward earnings. The stock yields 1.30%.
American Water Works Company, Inc. (AWK) provides water and wastewater services in the United States and Canada.
The company raised its quarterly dividend by 9.90% to 50 cents/share. This marked the eleventh year of annual dividend increases for this dividend achiever. Over the past decade, it has managed to boost dividends at an annual rate of 16.10%/year.
Between 2009 and 2018, American Water Works managed to grow earnings from a negative $1.39/share to a positive $3.15/share. The company is expected to generate $3.59/share in 2019.
The stock is overvalued today at 29.20 times forward earnings and yields 1.90%.
Bar Harbor Bankshares (BHB) operates as the holding company for Bar Harbor Bank & Trust that provides commercial, retail, and wealth management banking products and services.
The company raised its quarterly dividend by 10% to 22 cents/share. This marked the 16th year of annual dividend increases for this dividend achiever. Over the past decade, the company has managed to grow dividends at an annual rate of 5.70%/year.
The bank grew earnings from $1.39/share in 2009 to $2.12/share in 2018.
The stock looks attractively valued at 12.40 times earnings and yields 3.30%. It is a good company to place on the list for further research.
Celanese Corporation (CE) is a technology and specialty materials company which manufactures and sells high performance engineered polymers in the United States and internationally. The company operates through Engineered Materials, Acetate Tow, and Acetyl Chain segments.
The company announced a 14.80% increase in its quarterly dividend to 62 cents/share. This event marked the tenth consecutive year of dividend increases for this newly minted dividend achiever. Over the past decade, Celanese has managed to boost dividends at a rate of 29.20%/year.
Between 2009 and 2018, the company has managed to grow earnings from $3.17/share to $8.91/share. Celanese is expected to generate $10.37/share in 2019.
The stock is attractively valued at 10.10 times forward earnings and yields 2.35%. This is a company that I would add to my list for further research.
Donegal Group Inc. (DGICA) (DGICB), is an insurance holding company, which provides personal and commercial lines of property and casualty insurance to businesses and individuals in the Mid-Atlantic, Midwestern, New England, and southern states. It operates through four segments: Investment Function, Personal Lines of Insurance, Commercial Lines of Insurance, and Investment in DFSC.
The company raised its dividend on A shares by 1.75% to 14.50 cents/share and the dividend on B shares by 2% to 12.75 cents/share. This marked the 17th year of annual dividend increases for this dividend achiever. The ten year dividend growth rate comes out to a 3.40% annualized.
Earnings per share went from 68 cents/share in 2009 to a loss of $1.18/share in 2018. The company is expected to earn 0.68/share in 2019.
The stock is selling at 18.60 times forward earnings and yields 4.60%. The forward payout ratio is at 85.30%. The yield is high, but the growth is low. The payout ratio looks like it is high as well. I will take a pass on Donegal for now.
ONEOK, Inc. (OKE) engages in the gathering, processing, storage, and transportation of natural gas in the United States. It operates through Natural Gas Gathering and Processing, Natural Gas Liquids, and Natural Gas Pipelines segments.
ONEOK raised its quarterly dividend to 86.50 cents/share. This is an 8.80% increase over the dividend paid during the same time last year. Over the past decade, this dividend achiever has managed to boost dividends at an annualized rate of 16.90%. It has a 17 year track record of annual dividend increases.
Between 2009 and 2018, the company’s earnings grew from $1.44/share to $2.78/share. ONEOK is expected to earn $2.98/share in 2019.
The stock is overvalued at 23.20 times forward earnings but offers a nice yield of 5%.
People's United Financial, Inc. (PBCT) operates as the bank holding company for People's United Bank, National Association that provides commercial banking, retail banking, and wealth management services to individual, corporate, and municipal customers. The company operates in two segments, Commercial Banking and Retail Banking.
The bank raised its quarterly dividend by 1.40% to 17.75 cents/share. This marked the 27th consecutive annual dividend increase for this dividend champion. Over the past decade, this dividend champion has managed to grow distributions at an annual rate of 1.80%/year.
Between 2008 and 2018, the bank grew earnings from 41 cents/share to $1.29/share. The company is expected to generate $1.41/share in 2019.
The stock is attractively priced at 12.10 times forward earnings and offers a forward dividend yield of 4.10%. Given the lack of dividend growth over the past decade, I am taking a pass on the company for the time being.
Sonoco Products Company (SON) manufactures and sells industrial and consumer packaging products in North and South America, Europe, Australia, and Asia. The company operates through four segments: Consumer Packaging, Display and Packaging, Paper and Industrial Converted Products, and Protective Solutions.
The company raised its quarterly dividend by 4.90% to 43 cents/share. This marked the 37th year of annual dividend increases for this dividend champion. Over the past decade, Sonoco has been able to grow its dividends at an annual rate of 4.20%.
Sonoco managed to grow earnings from $1.50/share in 2009 to $3.10/share in 2018. The company is expected to earn $3.52/share in 2019.
The stock is fairly valued at 17.20 times forward earnings and offers a forward dividend yield of 2.80%.
The Southern Company (SO) engages in the generation, transmission, and distribution of electricity. It operates in four segments: Gas Distribution Operations, Gas Pipeline Investments, Wholesale Gas Services, and Gas Marketing Services.
Last week, this utility managed to boost its quarterly dividend by 3.30% to 62 cents/share. This marked the 19th consecutive annual dividend increase for this dividend achiever. During the past decade, it has managed to boost distributions at an annualized rate of 3.65%.
Between 2009 and 2018, the company’s earnings went from $2.06/share to $2.17/share. Southern Company is expected to earn $3.03/share in 2019.
The stock seems fairly valued at 17.10 times forward earnings and offers a dividend yield of 4.80%. Given the lack of earnings growth over the past decade, I would mark the stock as a hold.
The Travelers Companies, Inc. (TRV) provides a range of commercial and personal property, and casualty insurance products and services to businesses, government units, associations, and individuals in the United states and internationally. The company operates through three segments: Business Insurance, Bond & Specialty Insurance, and Personal Insurance.
The company boosted its quarterly dividend by 6.50% to 82 cents/share. This marked the 15th year of annual dividend increases for this dividend achiever. Over the past decade, this dividend achiever has managed to compound dividends at an annual rate of 9.80%.
Travelers has managed to boost earnings per share from $6.33 in 2009 to $9.28 in 2018. The company is expected to generate $11.07/share in 2019.
The stock is attractively valued at 12.60 times forward earnings and spots a dividend yield of 2.40%. Check my analysis of Travelers Companies for more information about the company.
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2019 Top Investment Picks – Q1 Update
At the beginning of the year, I put together a list of Top Investment Picks for 2019 from the investment community and track them on this website. This is just meant to be a fun exercise to see how the picks do. As part of the process, I intend do provide quarterly updates on the picks to see how they are doing. This is the update after Q1.
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The Most Important Thing To Consider When Selecting A Dividend Stock
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Weekend Reading Links - April 21, 2019
For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week:
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Four Dividend Stocks Rewarding Investors With Raises
As part of my monitoring process, I review the list of dividend increases every week. I usually focus my attention on the companies that have managed to grow dividends for at least a decade. This filter reduces the number of companies to review weekly.
The next step involves reviewing trends in fundamentals, in order to determine the likelihood of future dividend increases. Growth in earnings per share can provide the fuel behind future dividend increases and increases in intrinsic values.
However, it is also important to select companies when the valuation makes sense. A company that doesn’t grow can be a good investment, provided that the price is sufficiently low. A company that grows by leaps and bounds may turn out to be a poor investment, if the entry price is prohibitively high. To make things even more interesting, the valuation and availability of investments is also relative. It is dependent on the opportunities we have at the moment, and how they stack against each other.
The monitoring process I described is the way I use to keep tabs of many companies I own or am considering owning. The quick review is also the cornerstone of the way I review dividend companies for investment.
Over the past couple of weeks, there were four companies that raised dividends and also checked my boxes for further research. The companies include:
The Procter & Gamble Company (PG) provides branded consumer packaged goods to consumers in North America, Europe, the Asia Pacific, Greater China, Latin America, India, the Middle East, and Africa. The company operates in five segments: Beauty; Grooming; health Care; fabric & Home Care; and Baby, Feminine & Family Care.
P&G raised its quarterly dividend by 4% to 74.59 cents/share. This marked the 63rd consecutive year of annual dividend increases for this dividend king. Over the past decade, it has managed to grow the distributions at an average rate of 6.20%/year.
Earnings per share have trended somewhat lower however, falling from $4.35/share in 2008 to $3.67/share in 2018 (although the latter can be adjusted to exclude certain one-time items to arrive to core EPS of $4.22/share.). Procter & Gamble is expected to generate $4.44/year in 2019.
The stock is overvalued at 24.60 times forward earnings and offers a forward yield of 2.80%. Given the lack of earnings growth over the past decade and the high valuation, I am not interesting in adding to this otherwise stable and reliable consumer giant. This has been the case for a while now, as my last analysis of PG alluded to.
Enterprise Products Partners L.P. (EPD) provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil, petrochemicals, and refined products. The company operates through four segments: NGL Pipelines & Services, Crude Oil Pipelines & Services, Natural Gas Pipelines & Services, and Petrochemical & Refined Products Services.
The partnership raised its quarterly distributions to 43.75 cents/unit. The distribution is 2.30% higher than the distribution paid during the same time last year. The rate of distributions growth is slowing down, as the growth over the past decade was 5.30%/year on average. Enterprise Products Partners tens to raise distributions every quarter. The partnership has a 23 year track record of annual hikes in distributions to unitholders. The MLP yields 5.90%.
International Speedway Corporation (ISCA) promotes motorsports themed entertainment activities in the United States. The company raised its annual dividend by 4.30% to 49 cents/share. This marked the 14th year of annual dividend increases for this dividend achiever. During the past decade, it has managed to grow dividends at an annual rate of 14.60%.
Between 2008 and 2018, the company’s earnings went from $2.71 to $1.85/share. The latter was adjusted for one-time items. International Speedway Corporation is expected to earn $2/share in 2019.
The stock sells at 21.50 times forward earnings and yields 1.10%. Given the lack of earnings growth, and the high valuation, I am going to take a pass on the stock.
Bank OZK (OZK) provides retail and commercial banking services to businesses, individuals, and non-profit and governmental entities. The bank raised its quarterly dividend by 4.50% to 22 cents/share. This marked the 24th consecutive annual dividend increase for this dividend achiever. The ten year dividend growth is at 20.30%/annum on average.
Between 2008 and 2018, this bank managed to grow earnings from $0.51/share to $3.24/share. Bank OZK is expected to earn $3.48/share in 2019. I see a lot of dividend investors reviewing Bank OZK over the past few months. The stock is cheap at 8.90 times forward earnings and yields 2.85%. I would have to add the stock to my list for further research.
Thank you for reading!
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Recent Buy – KMI
A quick update on a recent purchase in my portfolio.
It has been hard to find bargains in this market environment. With the market flying high even in the event of horrible macro news, most stocks in most sectors are highly bid up. However, I did manage to find a decent valuation on one of the purchases I recently completed.
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5 Healthcare Stocks With Growing Dividends Yielding In Excess of 2%
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Investment Ideas – Family Owned Businesses
Lately I stumbled upon a few research reports that concluded what I had just heard as off-the-cuff comments about the advantage of owning stocks in family owned businesses. I had heard that there was research on the topic, but had never seen actual hard, cold data on this front until recently. At a basic level, the argument is fairly straight-forward: family-owned businesses have a better track record at taking a long term view and taking better decisions for the survival & growth of the business. As a result, the stocks in these companies consistently outperform their peers in the market, thus generating alpha for shareholders.
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3 Powerful Concepts for Compounding Wealth with Dividend Stocks
If you don't have a generous relative or wealthy parents, you will need to devise a plan to help you reach your goals. Here's how I plan to do it with three very powerful concepts...
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Weekend Reading Links - April 7, 2019
For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week:
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Why We Are Dividend Growth Investors
Most understand the high yield investors mentality as noted by comments like - "Why would you buy that stock when you can buy Amalgamated Risk and it pays a 12% dividend?" Both of these strategies can be successful, as can a dividend growth strategy. Periodically, it is good to remind ourselves why we are dividend growth investors.
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