My Best Ideas 1 May 2016 This is a list of companies that have a very nice estimated one year return on invested capital based on the sum of the delta of the one year estimated price target plus the calculated one year dividend yield. (Full List)
Dividend Increases 2-6 May 2016 This is a list of those companies that have recently increased their dividends. The list includes the amount and percentage of the increase, the forward dividend yield, and the ExDividend, Record and Payment dates. (Full List)
Sell in May and Go Away 1 May 2016 "Sell in May and go away, don’t come back 'til St. Leger day." We’re going to hear this phrase a lot this month. It's the traditional warning to investors to sell their securities in May and avoid the seasonal decline that often occurs during those long summer months. According to the Stock Trader's Almanac the DJIA has had an average return of only 0.3% since 1950 during the period of May-October, compared with a normal gain of 7.5% during the November-April period. So take a look at the chart to the right and notice how the market seems to be quietly rolling over and ready to head lower. It just might be trying to say something that a smart investor finds interesting.
Monday Wrap: The week started out with a little turbulance but by noon the it all smoothed out as the market headed higher all day. By the end of the day the DJIA was up 117 points on normal volume. It was a nice start to the week. Watch the momentum indicators. Tuesday Wrap: Today's retreat in the markets completely wiped out all (and more) of yesterday's gains with three times as many stocks declining as advancing. The market internals are continuing to deteriorate as can be seen by the momentum indicators. I remain cautious with most of my new investing going into income producing securities.
My Opinion 1 May 2016 I'm finding it more and more difficult to identify companies that fit my criteria of increasing revenues, earnings and dividends at a reasonable price. Everything has moved higher since February while earnings for the first quarter were simply miserable. Earnings for the second quarter are estimated to be less lower, but that doesn't justify the current valuations. I'd normally just invest in the Dividend Aristocrats but today even those are over priced. As a result, I'm either staying in cash or investing in income producing securities. Please see the section "My Best Ideas" for what I'll be doing each week with any funds that become available. Good Luck and Good Trading.
Three Oversold Dividend Stocks 2 May 2016 Sometimes great companies stumble and when they do their stock is sacrificed. When that happens it's up to the smart investors to discover why and then take appropriate action. Starbucks, Abbott Labs, and Ruth's Hospitality Group are companies that have recently stumbled while at the same time continue to pay a great and growing dividend. (Full Article)
Apple, Janus Capital and IBM 27 April 2016 These three companies each declared increases in their quarterly and annual dividend today. These three are great examples of companies worth buying because management obviously thinks the company is strong enough to increase the dividend. Each week I try to list all those companies that increase their dividends because I'm a firm believer that this is fertile ground for finding companies worth accumulating. (Full Article)
Dividend Increases declared on 26 April 2016
Apple (AAPL) declares $0.57/share quarterly dividend, 9.6% increase from prior dividend of $0.52. Forward yield 2.18% Payable May 12; for shareholders of record May 9; ex-div May 5.
Janus Capital Group (JNS) declares $0.11/share quarterly dividend, 22.2% increase from prior dividend of $0.09. Forward yield 2.91% Payable May 20; for shareholders of record May 9; ex-div May 5.
International Business Machines (IBM) declares $1.40/share quarterly dividend, 7.7% increase from prior dividend of $1.30. Forward yield 3.77% Payable June 10; for shareholders of record May 10; ex-div May 6.
Herman Miller 19 April 2016 When the economy grows businesses expand. For most businesses that means more infrastructure, more office space, and more office furniture. Even a company reorganizing is changing more than just the organizational chart. They're changing the company's look and the company's layout. That means new, more and different furniture. And that's where companies like Herman Miller excel. (Full Article)
New Ideas 16 April 2016 I find quite a few of my best new ideas by reviewing the list of companies increasing their dividends. This is just one of the many methods I use to determine if a company is financially healthy or not, and a good candidate for accumulation. To see which companies are increasing their dividends, go to the "Dividend Increases" page listed in a drop down menu above.
LSI Industries 15 April 2016 This is the kind of company that's all around you all of the time. You're usually attracted to their products and other companies rely on that fact to attract you to their products. And you really don't realize that you're looking at this company's products. You see them but you don't really notice them. Welcome to the world of LSI Industries. (Full Article)
Simulations Plus 14 April 2016 At the crossroads of chemistry, biology, mathematics, and computer science lies a company called Simulations Plus. They develop models and simulations that bring physiologically based pharmacokinetics (PBPK) into clinical pharmacology in order to speed up the discovery of new drugs and medicines. (Full Article)
Gladstone Land (LAND) declares a $0.04125/share monthly dividend, a 3.2% increase from its prior dividend of $0.04. The forward yield 4.94%
Payable May 2; for shareholders of record April 22; ex-div April 20.
Payable May 31; for shareholders of record May 19; ex-div May 17.
Payable June 30; for shareholders of record June 17; ex-div June 15.
La-Z-Boy 12 April 2016 La-Z-Boy Inc is the third largest furniture maker in the U.S., the largest reclining-chair manufacturer in the world and America's largest manufacturer of upholstered furniture. La-Z-Boy was founded in 1927 and is based in Monroe, Michigan. The company has a $1.3 Billion market cap with a forward P/E of 17. (Full Article)
The Charles Schwab Corporation 8 April 2016 As Charles Schwab Corporation's earnings have slowed over the last few years, so has its share's meteoritic rise higher. Despite this rise, the company's dividends have remained stagnant for the last six years. The result has been that as revenues and earning have continued to increase, the payout ratio has continued to fall. Today it's sitting at the lowly level of only 23%. I expect Charles Schwab to once again start increasing its dividend and that dividend could easily double over the next few years. (Full Article)
NASDAQ Inc. 4 April 2016 For most investors who analyze and invest in stocks on a daily, weekly or monthly basis, it never occurs to them to look at the exchange itself as an investment. That might just be a mistake, because there's a lot more to the NASDAQ than simply being a clearinghouse for stocks. And that "more" makes a lot of money for its shareholders. (Full Article)
HNI Corporation 1 April 2016 Sometimes investing in a company is really investing in a management that will take care of your investment and cares for its shareholders. HNI Corporation may just be one of these companies and it could just be great for an investor's portfolio. HNI has been around for more than 60 years and has been growing its revenues, earnings and dividends for at least the last 15 years. It also has a great set of core principles and beliefs and believes in building the best products and returning their profits back to their shareholders. And that's the kind of company I'm always interested in. (Full Article)
Property and Casualty Insurance Cos 29 March 2016 Here's an overview of six companies in the Property and Casualty Insurance Industry. They recently appeared on one of my screens when I screened for past and future earnings, low payout ratios, and respectable dividends, P/E ratios and PEGs. They all appear to be solid companies with positive forward growth in revenues, earnings and (especially) dividends.... (Full Article)
Alon USA Energy 22 March 2016 Most investors may have never heard of Alon USA Energy but they've probably heard of the 7-Eleven chain of convenience stores and gas stations. Alon operates hundreds of them and supplies them with their refined petroleum products. Located in Dallas, Texas, Alon USA Energy, Inc. is an independent refiner and marketer of petroleum products...(Full Article)
RLJ Lodging Trust 15 March 2016 RLJ Lodging is a REIT focused on acquiring premium and compact full service hotels. The company owns 125 properties located in 21 states and the District of Columbia. The company invests in focused service and compact full-service hotels, which typically generate most of their revenue from room rentals, have limited food and beverage outlets and meeting space, and require fewer employees than larger hotels. (Full Article)
Kadant Inc 11 March 2016 Investors interested in owning a share of the equipment used in the process industries should probably look at Kadant Inc. Originally known as Thermo Fibertek Inc, Kadant became a fully independent public company in 1991. The company is based in Westford, Massachusetts and focuses on papermaking, paper recycling, and other processing industries. Kadant has operations in North America, South America, Europe, and Asia. (Full Article)
Brunswick Corp 9 March 2016 This company was up in February a solid 6.75%. Brunswick Corp. markets and sells leading consumer brands, including Mercury and Mariner outboard engines; Mercury MerCruiser sterndrives and inboard engines; MotorGuide trolling motors; Attwood, Garelick and Whale marine parts and accessories; Land ‘N’ Sea, Kellogg Marine, Diversified Marine, BLA and Bell RPG parts and accessories distributors; Bayliner, Boston Whaler, Brunswick Commercial and Government Products, Crestliner, Cypress Cay, Harris, Lowe, Lund, Meridian, Princecraft, Quicksilver, Rayglass, Sea Ray and Uttern boats. (Full Article)
Another Look at Big Lots 7 March 2016 It's only been two months since I last looked at Big Lots but this past week the company announced a 10% increase in their dividend. This brings their dividend to over 2%, which is the minimum that most Dividend Growth Investors deem acceptable. Add in the fact that the company has moved over 11% higher since January 2016, and it's obvious that this company is doing a lot of things right. (Full Article)
A Weekly Raise 6 March 2016 As a active Dividend Growth Investor, my goal is to not only receive dividends that are constantly growing, but to receive dividends from a sufficient number of companies with various dividend pay dates that I'll receive some form of income on at least a monthly basis. Even better than that would be to receive multiple dividends from enough companies that I would eventually receive a dividend from some company every single week. (Full Article)
Kennedy Wilson Holdings 2 March 2016 Investors interested in real estate investments have a lot of choices these days and one of those choices is Kennedy-Wilson Holdings. This company has been developing their operations for quite a few years and now have offices in North America, Europe and Asia. The company went public just 5 years ago and finally turned profitable in 2014. (Full Article)
Home Depot 26 February 2016 Home Depot is one of the best stories of all time. It's consistency in increasing revenues, earnings and dividends is remarkable. If I could only own one stock that would prepare me for security in retirement, this is the one stock I'd buy. (Full Article) Home Depotdeclares $0.69/share quarterly dividend, 16.9% increase from prior dividend of $0.59. Forward yield 2.25% Payable March 24; for shareholders of record March 10; ex-div March 8.
Interested in reading more articles like the ones above? Click on the button below or use the drop down menu above labeled "INDEX". Reflection is often the first step in finding success in the markets.
The Lake House. Photo taken from the pier.
My New Front Yard on Lake Limestone.
The Berkshires in Western Massachusetts (Photo by Robert McCain)
Lake Buchanan, Burnet, Texas
McLane Stadium on the campus of Baylor University (Photo by Robert McCain)
Final Game at Floyd Casey Stadium - Big 12 Champion Baylor 30 - Texas 10 (Photo by Robert McCain)
The Bar at Luckenbach, Texas.
Sister Creek Vineyard, Sisterdale, Texas
Investors Read These Articles More Than 60,000 Times Each Month.
In 2015 the DJIA ended at 17,425
My Investing Strategy I like to keep things simple when I invest because I'm a pretty simple guy. And I don't think there's a simpler or an easier way to invest than "Buy, Write, Collect". Here's the three steps in their entirety. 1. Buy the Stock, 2. Write the Option, and 3. Collect the Dividend. (Full Article)
A Basic Options Strategy If you’ve ever considered an options strategy as part of your overall investment strategy, here’s a relatively simple trade that I often execute to supplement my dividend income. (Full Article)
Reviewing Those Dividend Increases I've listed companies increasing their dividend in the Dividend Increases part of this site because I've found this to be a fertile area for finding candidates for consideration. Companies that pay an annual dividend of at least 2% and increase that dividend at a rate greater than inflation for a number of years are the kind of companies that every DGI is attracted to. And if that company has a one year estimated capital gain of 10% or more, I start to buy shares in that company.
DISCLAIMER I am not a licensed investment adviser, and I am not providing investment advice for you on this site. Please consult with an investment professional before you invest your money. Any opinion expressed here should not be treated as investment advice. I am not liable for any losses suffered by any party because of data or information published on this blog. Past performance is not a guarantee of future performance. Unless your investments are FDIC insured, they may decline in value.