My Best Ideas 4 December 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 5-9 December 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)
DJIA is Rising, SPX and Nasdaq are Falling 4 December 2016 It's never a good sign when the DJIA continues to move higher as the SPX and Nasdaq moves lower. One look at the charts on the left and it's obvious that's just what we're seeing right now. I've been expecting a pullback in the markets during the first couple of weeks of December in preparation for a Santa Claus rally and we may be seeing the beginning of that move right now. One of the most telling things I look for after a strong move higher is the direction of the lower Bollinger Band. As it begins to move higher it confirms that the upward push on the index is subsiding.
Hanesbrands Inc 6 December 2016 Hanesbrands may not be the most exciting company in the world but it makes apparel that eveyone buys and it makes a lot of money doing it. Now I don't know about anyone else, but I like these kinds of companies that steadily make products that everyone needs and most people just routinely buy without a lot of thought about it. (Full Article)
Bank of the Ozarks 1 December 2016 Of all the banks out there this is the bank I'd own shares in. And it may be the one I own shares in real soon. I don't have any exposure to any banking company and I really don't have any idea know why. So in the next few weeks I'll rectify this situation with Bank of the Ozarks, as long as the shares in this companies remain at a reasonable price. (Full Article)
Itron Inc. 29 November 2016 Last August I reviewed a company focused on the Internet of Things (IoT) named Silver Springs Network. Today I'll be looking at Itron Inc. which operates in a very similar area. These companies are moving beyond the idea of connecting people to the area of connecting things to other things. And there will be billions of things to connect. (Full Article)
NextEra Energy 28 November 2016 Certain things are necessary to exist in the modern world. Among them are electricity, water, telephones, television and the internet, so owning companies in these areas is always a great idea. In energy generation, NextEra Energy is a giant. But even more important to me is the knowledge that it's a utility with a very nice growing dividend. (Full Article)
Patterson Companies 25 November 2016 The Patterson Companies just announced numbers shy of analyst's expectations and that may have presented an opportunity for astute investors. Sales came in at $1.42 Billion with earnings at $0.56 per share, both short of expectations. In addition, management also reduced its profit guidance for fiscal 2017. (Full Article)
Hormel Foods Update 22 November 2016 Hormel Foods is one of the Dividend Kings and it recently announced another increase in its dividend. That's great news for the company's shareholders and a green light to continue holding on to those shares. In addition the stock price has been struggling lately opening up an opportunity to accumulate shares at a more reasonable price. (Full Article)
Dividend Growers Dividend Charts 19 November 2016 Companies that have recently increased their dividend are generally a fertile area for finding companies that are good investments for DGIs. Those companies that raise their dividend consistently and annually are the gems that DGIs consistently look for, but there are also other companies that have raised their dividend consistently but irregularly.... (Full Article)
Dunkin Brands Group 17 November 2016 Dunkin' Donuts is an American global donut company and coffeehouse chain based in Canton, Massachusetts. It was founded in 1950 by William Rosenberg in Quincy, MA. Since its founding, the company has grown to become one of the largest coffee and baked goods chains in the world, with more than 12,000 restaurants in 36 countries. The chain's products include donuts, bagels, other baked goods, and a wide variety of hot and iced beverages. (Full Article)
Dunkin Brands includes both Dunkin Donuts and Baskin Robbins
Farm and Construction Equipment Companies 16 November 2016 There's been a lot of conversations about the potential for infrastructure improvements during the next administration so I thought it might be time to look at the companies in the Farm and Construction Equipment industry that pay a dividend as well as the potential of increasing profits if infrastructure projects begin next year. While some of these may be strictly farm equipment manufacturers, others may be manufacturing equipment that can, and is, being used in the construction industry. (Full Article)
Oil and Gas Refining and Marketing Companies 14 November 2016 Sometimes it makes more sense to look at an entire industry and then select companies that appear to be paying an increasing dividend, even if that dividend is a little less than perfect for those strict dividend growth investors. Once that's completed I like to look at the visual aspects of the stock in the form of the dividend payment history and the monthly stock chart. It ends up being a rather long term view of the company but it gives me a pretty good idea of any historical inertia going forward. (Full Article)
Six Flags Entertainment 10 November 2016 Company operates theme, water and zoological parks. The parks provide rides, water attractions, themed areas, concerts and shows, restaurants, game venues and retail outlets. Co. holds licenses for Warner Bros, DC Comics, Hanna-Barbera and Cartoon Network characters. Co.'s licenses include the right to sell merchandise featuring the characters, and to use the characters as walk-around characters and for rides, attractions and retail outlets. (Summary)
Summit Hotel Properties 7 November 2016 Summit Hotel Properties is a hotel REIT servicing the upscale traveler. They've been paying the same dividend since 2011 but recently started raising the dividend. When that happens management is telling the investing community that the future looks bright. As a dividend growth investor, I tend to take notice of these things. (Full Article)
Dividend Kings Dividend Charts 4 November 2016 There's a reason why the Dividend Kings are called Kings. It can be seen in these charts of their dividends over the years. Each company has been steadily increasing its dividend while the country experienced at least 9 different Presidential administrations, wars in Viet Nam, Bosnia, Kosovo, Kuwait, Iraq, and Afghanistan, and several economic expansions, recessions and depressions. (Full Article)
Will The Past Continue? 2 November 2016 Finding stocks that have done well in the past is easy to find. Just find an easy and friendly screener, pick out the parameters you're interested in, and then hit the sort button. I do it all the time. Most serious investors do too. It's how we find candidates for accumulation. So how do we know if the stock will continue to do well in the future? Well, we don't. And that's why I monitor my stocks weekly to ensure they're producing the numbers I expect to see. (Full Article)
Healthcare Services Group 27 October 2016 If it became known that a company that provides housekeeping services and meal preparation services could increase your wealth fourfold over 10 years at an annual growth rate of 15.78%, most investors would be surprised. But that's exactly what Healthcare Services Group has done. A simple single investment of $10K growing over a lifetime would surely be a big step in ensuring financial freedom and security in retirement. (Full Article)
Robert Half International 25 October 2016 As temporary staffing becomes a larger portion of the workforce in an ever evolving economy, companies like Robert Half become more and more critical to the successful functioning of companies. For many workers it fits better into the work styles of a new generation with new values surrounding work, family and personal life. For others, it's the beginning of a lifelong career. (Full Article)
Praxair Inc Praxair is a worldwide industrial gases supplier whose products are atmospheric gases (oxygen, nitrogen, argon, rare gases) and process gases (carbon dioxide, helium, hydrogen, electronic gases, specialty gases, acetylene). Co.'s surface technologies segment supplies wear-resistant and high-temperature corrosion-resistant metallic and ceramic coatings and powders. Co.'s subsidiary, Praxair Surface Technologies, supplies coatings that protect metal parts from wear, corrosion and high heat. (Summary)
Ross Stores Ross Stores operates two brands of off-price retail apparel and home fashion stores, Ross Dress for Less and dd's DISCOUNTS. Ross Dress for Less provides name brand and designer apparel, accessories, footwear, and home fashions. dd's DISCOUNTS provides moderately-priced, name brand apparel, accessories, footwear, and home fashions. Both brands target women and men between the ages of 18 and 54. As of Jan 30 2016, Co. operated a total of 1,446 stores, of which 1,274 were Ross stores and 172 were dd's DISCOUNTS stores. (Summary)
The Finish Line Finish Line is a retailer and operates two retail divisions: the Finish Line and JackRabbit. Finish Line is a retailer of athletic shoes, apparel and accessories. As of April 2, 2016 the company operated 589 Finish Line stores in 44 states and Puerto Rico. JackRabbit is a lifestyle retailer of running shoes, apparel and accessories. As of April 2, 2016, the company operated 72 JackRabbit stores in 17 states and the District of Columbia. (Summary)
The Finish Line
The Hershey Company Hershey is engaged in the production of chocolate and non-chocolate confectionery. The company has two reportable segments: North America (responsible for chocolate/ sugar confectionery, grocery and snacks markets in the U.S. and Canada) and International (responsible for all other countries where the company manufactures, imports, markets, sells or distributes chocolate and non-chocolate confectionery and other products. (Summary)
The Hershey Company
Cintas Corporation 20 October 2016 Cintas Corporation is a uniform company. That doesn't seem very exciting or sexy, but they just raised their dividend by 26.70% and that kind of raise is very exciting. But what has it done in the past and what will it do in the future? It's time to find out. Dividend increases of that magnitude catch my attention and drive me to once again look at the fundamentals of the company and the technicals of the company's stock chart. (Full Article)
Pebblebrook Hotel Trust 19 October 2016 Pebblebrook Hotel Trust is a REIT found in the hotel/motel industry that owns a number of pretty impressive properties throughout the US. They also have a nice growing dividend that's been growing at a pretty nice clip. And that's the kind of company that a DGI like myself is interested in. Like most REITs, most of the company's profits are paid out in dividends with little growth, but Pebblebrook Hotel seems to be growing its share price also. (Full Article)
The Ensign Group 18 October 2016 An investment in The Ensign Group is an investment in the demographic trends occurring throughout the US and particularly the Southwestern US. As the population ages and requires increased medical care, the demand on the post acute care industry will dramatically increase. The Ensign Group appears to be positioned to take advantage of these trends toward skilled nursing care facilities, assisted living centers, and home healthcare. (Full Article)
Nike Inc. NIKE's principal business activity is the development, design, and worldwide marketing and selling of athletic footwear, apparel, equipment, accessories, and services. Co. sells its products to retail accounts, through Co.-owned retail stores and internet websites (which Co. refers to as its Direct to Consumer operations), and through a mix of independent distributors and licensees throughout the world. Co. focuses its NIKE Brand product offerings in nine primary categories: Running, NIKE Basketball, the Jordan Brand, Football (Soccer), Men's Training, Women's Training, Action Sports, Sportswear (its sports lifestyle products) and Golf. (Summary)
Nike (NKE) declares $0.18/share quarterly dividend, 12.5% increase from prior dividend of $0.16. Forward yield 1.4% Payable Jan. 3; for shareholders of record Dec. 5; ex-div Dec. 1.
Interested in reading more articles like the ones above? I've been writing article for over three years and many of my best ideas can be found in those articles. 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.
Investors Read These Articles More Than 100,000 Times Each Month.
In 2015 the DJIA ended at 17,425
One Percent per Month
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.
Buying Great Companies I've posted a lot of great companies that have raised their dividend pretty consistently over the years and that's the key to becoming a successful investor. It's really not as hard as most people think. Study those companies that raise their revenues, earnings and dividends over an extended period of time. Read their history. And learn what makes a great investment.
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.