My Best Ideas 29 March 2015 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 March - 3 April 2015 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)
The Averages Drift Lower 28 March 2015 Weekly Wrap Up: This has been a tough week for anyone long the market but the averages appear to be only continuing their indecision this week. The DJIA pulled back the first four days only to find support on Friday at the last support level. It also failed to pierce the lower Bollinger Band. The StochRSI is struggling to approach extreme levels (not shown) and it appears that the market is simply moving sideways within the range of the Bollinger Bands. This may be a nice trading range for traders but as a long term trader I remain fully invested. I'm looking for a move back toward the center with an up move toward the 20MA next week. But I've been wrong before.
Scroll Down Lower on this page to see a real time chart of the DJIA.
Update 30 March Pre-Market: With futures up it looks like the market is headed back toward its twenty day moving average today. Market Wrap: The DJIA moved back toward its 20MA and all the momentum indicators moved back to their centerline. I'm sure the swing traders are having a great time but I'm simply staying long and collecting dividends. 31 March Pre-Market: It's no surprise that the futures are heading down after yesterday's move upward. This market continues to get pushed and pulled in this directionless sideways movement. A down day here will put the markets at a slight loss for the first quarter.
Compass Diversified Holdings 2 April 2015 A stock that has found support at $16 and resistance at $18 for the last two years while paying a dividend of $1.44 per year (equivalent 9%-8% yield) might just be the kind of investment an income investor is looking for. Throw in the potential for this highly diversified company to push its stock higher through acquisitions and IPOs, this may fit comfortably into an income investor's portfolio. (Full Article)
Goodbye Q1, Hello Q2 1 April 2015 As the calendar flips from March to April we also say goodbye to the first quarter and hello to the second quarter. And the first quarter is one everyone is happy to say goodbye to. That's because Q1 is shaping up to be a very weak one. (Full Article)
The Marcus Corporation 30 March 2015 The Marcus Corporation would not be on any dividend growth investor's list of candidates for accumulation but it is a well managed and growing company located in the Midwest. I also believe that the company may be at an inflection point where it is about to become a company that also distributes a steady and growing dividend. (Full Article)
A Half Dozen Great Ideas 23 March 2015 The first of two articles identifying a dozen companies that have excellent double digit dividend growth rates as well as one year estimated capital gains expectations of ten percent or better. (Full Article)
Another Six Great Ideas 24 March 2015 The 2nd of two articles identifying a dozen companies that have excellent double digit dividend growth rates as well as one year estimated capital gains expectations of ten percent or better. (Full Article)
A Dozen Great Ideas………..Click to Enlarge
Johnson Controls 22 March 2015 Johnson Controls Inc is an American company that designs, manufactures and sells products and services for optimizing energy and operational efficiencies in buildings, automotive batteries, electronics and interior systems for automobiles. (Full Article)
Sector Rankings by YTD 22 March 2015 These are the nine major sectors of the US economy ranked by year to date stock performance.
Click to Enlarge
Viacom Inc 20 March 2015 I believe that chaos is about to enter the entertainment industry from all sides. Apple Inc is going to be blamed by some and heralded by others, but the truth is it's not their fault. They can't take credit either. They just bring the hype. The only thing that's really going to change over time is the way we'll all end up getting and paying for the content we want. In the end, the money will always move toward the content. And Viacom has content. (Full Article)
Time Warner Inc. 19 March 2015 There are companies that make or produce things that people have to have simply in order to live a normal life. Then there are companies that make or produce things that people want so much they just can't seem to live without. Time Warner Inc makes the latter. They make the video content and entertainment that people just seem to want to pay for. And that's music to my ears. (Full Article)
UnitedHealth Group 18 March 2015 UnitedHealth Group is one of those companies in one of the hottest sectors (Healthcare) of the stock market these days. And if you're smart enough to own a stock that fits that description, you're probably very happy these days. Recently I've looked into a similar company (CVS Health) in this Sector and today I'm looking at the specifics of another one (UnitedHealth Group) to determine if it's a suitable candidate for inclusion in my portfolio. (Full Article)
CVS Health Corporation 16 March 2015 One of the hottest sectors in the stock market these days is the Healthcare Sector. And one of the hottest industries within this sector is Health Care Plans. So I decided to screen for companies in this industry to see just exactly who the leaders are. Based on that screen, three companies peaked my interest - CVS Health Corp, United Health Group Inc., and Anthem Inc. Today I'll be looking at CVS Health Corporation. (Full Article)
Five Staffing and Outsourcing Companies 15 March 2015 Small and medium sized companies often can't do everything by themselves all the time. And the ones that end up growing and being successful are the ones that figure out early on what they are good at and what they need to outsource. Below I've identified five specialized companies that provide outsourcing solutions to help take the burden of many of those distracting but necessary business functions away from those small and medium companies so that they can concentrate on their own business success. (Full Article)
Refining and Retail Redux 12 March 2015 I recently wrote an article on those companies that are composed of oil refining operations, pipelines and logistics, and retail. All of these companies continue to pay high dividends and are worth more today than they were when the original article was written on 18 December 2014 (See "Refining and Retail"). Today I want to present a current snapshot of these companies. (Full Article)
Six Flags Entertainment 9 March 2015 With the change to daylight saving time and the approaching warmer temperatures, it's time to start thinking about a spring vacation. For anyone that's a kid at heart or has kids still living at home, that means a trip to an amusement park. And for most Americans, that means a trip to one of the many Six Flags Theme Parks. (Full Article)
The Home Depot 6 March 2015 The Home Depot is, by far, the largest home improvement company in the US and twice the size of its nearest competitor - Lowe's Companies. It's also one of the most popular stores for the average American homeowner to visit. And while it's not on the list of Dividend Aristocrats, it should be. The reason is because the guys that manage this company are financially conservative. This is a great company and should be part of every investor's portfolio. (Full Article)
Movies, Videos and Live Events 4 March 2015 If you're like me you spend way too much time in front of a television and a computer monitor. You also probably spend way too much of your income on watching entertainment. It's what all of us do. There's also been a lot of talk about "cutting the cord" as the next generation starts the transition from analog videos across cable networks to digital content across wireless networks. But no matter what device we use or what network it comes across, the typical consumer is consuming more and more content each year. (Full Article)
Dividend Growth Rates and Return on Invested Capital A Dividend Growth Investor doesn't have an easy life. It's often a lot more challenging than you might think. Most people think it's just simply the process of finding a suitable screener and then sorting a database for companies with the highest dividend growth rates. Then just buy those companies. This sounds simple enough, but nothing could be further from the truth nor more difficult to implement. (Full Article)
Chart Flipping Strategy Investors and traders that rely solely on the fundamentals of a company and dismiss the technical aspects of price analysis are doing themselves a disfavor. They're often misinformed about the value of technical analysis and end up buying the right stock at the wrong time. And that can take years to overcome. (Full Article)
How I Find Great Stocks One of the most valuable tools I use for finding great stocks is a stock screener. Another way, and a much easier way is to let someone else do the work for you. While this is not always the best idea, it is the easiest way. And the easiest place to start looking for great stocks with solid dividend growth characteristics is by reviewing the list of Dividend Kings or Dividend Aristocrats. (Full Article)
McLane Stadium on the campus of Baylor University (Photo by Robert McCain)
The Beautiful Hill Country of Texas
Final Game at Floyd Casey Stadium - Big 12 Champion Baylor 30 - Texas 10 (Photo by Robert McCain)
DISCLAIMER I am not a licensed investment adviser, and I am not providing investment advise 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.