My Best Ideas 29 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 30 May - 3 June 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)
Housing Up, Rates Steady 29 May 2016 Last week started off slow but on Tuesday it became obvious that the housing industry was a lot stronger that had been expected and that the Fed would probably be unable to raise interest rates in June. All that good news was just too much and buyers came in from every angle. But with earnings weak and the markets extended, it's hard to see where this market is going. I expect this rally to be short lived and I'd be surprised if this markets exceed their April highs (but I've been wrong before). I continue to find a lot of great companies to own based upon their fundamentals but very few worth buying based on their technicals.
EPR Properties 25 May 2016 EPR Properties is a unique company in that it is a growing Real Estate Investment Trust. It actually grows its revenues, earnings and dividends on a per share basis. Most REITs grow but they do that by diluting their shares and in the end, the stock price and the dividend remain relatively stable. That doesn't seem to be the case with this company. Add in the fact that this company pays a monthly dividend and suddenly I'm interested. (Full Article)
Residential Construction 24 May 2016 I just wanted to quickly look at two companies in the Residential Construction Industry mainly because this industry has been surfacing on my screens lately. And it seems to be larger than just homebuilding. Other types of construction, as well as home furnishings, are also starting to surface. (Full Article)
Shoe Carnival 23 May 2016 Sometimes expectations are so high for a company that exceptional is just not good enough for the analysts. When that happens, a company's stock price can suffer and open up an opportunity for a smart investor. This may have just happened this week with a company named Shoe Carnival. (Full Article)
Where Do Dividends Come From? 19 May 2016 Seems like a simple enough question but most people don't think about it much. The simple answer is that all dividends should come from earnings. I say should because sometimes there isn't enough earnings to pay the dividend so the company can pay the dividend from one or two things - retained earnings from prior periods or from borrowings. (Full Article)
Comfort Systems 18 May 2016 Comfort Systems USA provides comprehensive mechanical contracting services to include HVAC, plumbing, construction, electrical, and fire protection. They install, maintain, repair and replace products and systems throughout 35 operating units in 81 cities and 89 locations in the United States. (Full Article)
Target Corporation 16 May 2016 Finding great companies that no one wants to own is often the road to financial success. Anyone who's been watching the news lately knows that hundreds of thousands of shoppers are signing petitions to never shop at Target again. All because of their controversial bathroom policy. And investors have been dumping the stock. (Full Article)
Cardinal Health 13 May 2016 Cardinal Health may have finally fallen enough that it's attractive for me to own. It's been on the list of Dividend Aristocrats for a number of years and the Dividend Growth Investors seem to enjoy buying this stock whose P/E ratio has been way too high and out of bounds for an investor like me. But that may have recently changed. (Full Article)
One Percent Per Month 12 May 2016 My goal has always been to increase my wealth by one percent per month. It's a lofty goal, and I don't always make my goal, but it's still my goal. Even after all these years. So when I start to analyze companies, one of the things I look at is both the amount I can get from the dividend and the amount I can get from the growth in the price of the shares. (Full Article)
Pool Corp 10 May 2016 Pool Corp sells swimming pool equipment, parts and supplies and other backyard related products to roughly 100,000 wholesale customers around the world through 300 locations worldwide. The company operates their wholesale sales centers through three segments: SCP Distributors LLC, Superior Pool Products LLC, and Horizon Distributors Inc. (Full Article)
Churchill Downs Inc 6 May 2016 With the Kentucky Derby coming up this Saturday I thought it would be a great time to post some numbers on Churchill Downs Inc. The Kentucky Derby is just the first race of the Triple Crown but by all accounts it's the most important of the three. And Churchill Downs Inc is so much more than just the Derby. (Full Article)
Tractor Supply Does It Again 4 May 2016 Tractor Supply has done it again. Once again they've increased their dividend and this time increased it by 20%. This is in line with their 3 year average of 25% and their 5 year average of 27%. These increases have been both exceptional and consistent. (Full Article)
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 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)
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)
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.
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.