UnitedHealth Group Inc (NYSE:UNH) operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. Q1 hedge fund letters, conference, scoops etc UnitedHealth Group has managed to increase dividends for 10 years in a row. The company increased its quarterly dividend [...]
Lowe's Companies, Inc. (LOW), together with its subsidiaries, operates as a home improvement retailer in the United States, Canada, and Mexico. The company offers a line of products for construction, maintenance, repair, remodeling, and decorating. Lowe's is one of the Original Dividend Aristocrats from 1989. Q1 hedge fund letters, conference, [...]
There are a lot of stories about people who become financially independent these days in their 30s or 40s. While these are isolated instances in the grand scheme of things, they are part of a broader movement online, where people want to take ownership of their time and retire [...]
I use a few quantitative factors in my investing including streak of annual dividend increases, dividend payout ratios, growth in earnings per share, and P/E ratios. I also use qualitative factors such as moat, competitive position, industry, product or service stickiness etc. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / [...]
3M Company (MMM) operates as a diversified technology company worldwide, which operates in five segments: Industrial, Safety and Graphics, Health Care, Electronics and Energy, and Consumer segments. This analysis was shared with subscribers to my Dividend Portfolio Newsletter earlier last week. Q1 hedge fund letters, conference, scoops etc 3M is a [...]
Last week, there were five dividend growth companies which increased distributions to their shareholders. Each of these companies has managed to grow distributions for at least ten consecutive years. I reviewed the most recent increase in dividends relative to the historical average. I also reviewed trends in earnings per [...]
As part of my monitoring process, I look at 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. As a result, I didn’t include shares of Tractor Supply (TSCO), which is a [...]
As part of my monitoring process, I review the list of dividend increases every week. I missed doing this on Monday, so I am catching up. Q1 hedge fund letters, conference, scoops etc Photoboy720 / Pixabay For this review, I included companies with at least a ten year track record of annual [...]
FedEx Corp. (FDX) engages in the provision of a portfolio of transportation, e-commerce, and business services. It operates through the following segments: FedEx Express, TNT Express, FedEx Ground, FedEx Freight, FedEx Services, and Other. One of its largest competitors is United Parcel Services (UPS). Q1 hedge fund letters, conference, scoops [...]
As dividend investors, we focus on identifying and selecting the companies to include in our divided portfolios. The ultimate goal is achieving our stated dividend income objectives. As a result, a lot of effort is put into the company research department. I believe that this is all great. In [...]
I have spent the last month discussing CVS Health (CVS) and Walgreen’s (WBA) with a lot of readers on my site. I have spent even more time discussing these companies than thinking about any of the ther companies I have a stake in. Q1 hedge fund letters, conference, scoops etc fill [...]
Last month, we had Wal-Mart (WMT) announcing its quarterly results. The results were fine, and it does seem like the company is becoming a formidable competitor to Amazon. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Unfortunately Wal-Mart has been unable to grow earnings per share over the past five [...]
Last week, Kraft Heinz (KHC) shared a trifecta of bad news with shareholders, including asset impairments, disappointing outlook and a dividend cut. Q4 hedge fund letters, conference, scoops etc Worst of all, the board of directors announced their intention to cut dividends to shareholders by 36% to 40 cents/share. This bad [...]
Last year, I made a bet with Warren Buffett that I can select a group of stocks that can “beat the market”. This was inspired by Buffett’s previous bet with a hedge fund manager, which ran for a decade. Buffett made a bet that the hedge funds cannot do [...]
As part of my monitoring process, I review the list of dividend increases every week. This is helpful as a method to observe recent developments in companies I own. This process is helpful in identifying companies for further research, which may be exhibiting certain characteristics that look promising. Q4 hedge [...]
Good Morning, Subscribers to the Dividend Growth Investor newsletter received ten ideas for research on Sunday. The newsletter included information behind each company, and relevant research behind each company listed. I discussed how much I am allocating to each investment when I initiate my buy orders at the open on [...]
The goal of every dividend investor is to one day accumulate a portfolio of income producing stocks, which would throw off a large amount of dividends every month. The magic point is where the dividend income exceeds the expenses of the dividend investor. At the dividend crossover point your [...]
Blackrock (BLK) is the largest investment manager in the world, with over $6.5 trillion in assets under management. Q3 hedge fund letters, conference, scoops etc Over the past decade, the stock has compounded by 14.96%/year. Future returns will likely be lower, and they will track growth in earnings per share and [...]
As a dividend growth investor, my goal is generate enough dividend income to pay for my expenses in retirement. I focus on dividend income, since it is more stable and more reliable portion of total returns, which makes it easier to predict that stock prices. I have shared with [...]
Altria Group, Inc. (MO), through its subsidiaries, manufactures and sells cigarettes, smokeless products, and wine in the United States. The company is a dividend champion, which has rewarded shareholders with a dividend increase for 48 years in a row. Get The Timeless Reading eBook in PDF Get the entire 10-part series [...]
In order to succeed in dividend investing, you need to have a long-term focus, follow your strategy by making investments at regular intervals and by diversifying your exposure. I believe that the ability to sit tight for a long period of time is underrated, because short-term noise usually gets [...]
I review the list of dividend increases weekly, in order to monitor existing holdings and review companies on my list for accumulation at the right price. This exercise is part of my monitoring process. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? mohamed_hassan [...]
