In my previous article, I discussed in brief how I come up with investment ideas. I also wanted to share with you my general philosophy on understanding dividend growth stocks. Q3 2020 hedge fund letters, conferences and more In general, I look for a history of annual dividend increases. This is...
"The idea that a bell rings to signal when investors should get into or out of the market is simply not credible. After nearly 50 years in this business, I do not know of anybody who has done it successfully and consistently." Jack Bogle Q3 2020 hedge fund letters, conferences...
In August 1929, John J. Raskob published an article in the Ladies Home Journal titled "Everybody Ought To Be Rich". The article discussed the novel idea of long-term dividend investing. Q4 2019 hedge fund letters, conferences and more paulbr75 / Pixabay "Suppose a man marries at the age of twenty-three and begins...
Northrop Grumman Corporation (NOC) operates as a security company. It provides various systems, products, and solutions in autonomous systems, cyber, space, strike, and logistics and modernization, as well as in command, control, communications and computers, intelligence, surveillance, and reconnaissance (C4ISR) to customers worldwide. The company operates Aerospace Systems, Innovation...
Some investors get absolutely furious the second someone mentions the term yield on cost. I am very surprised when investors seldom have anything against the metric for "years worth of dividends received". This metric is usually mentioned during a situation when an investor is sitting at a healthy gain...
A dividend king is a company that has managed to increase dividends to shareholders for at least 50 years in a row. Q3 2019 hedge fund letters, conferences and more kreatikar / Pixabay There are only 28 such companies in the US, and perhaps a couple more in the rest of the...
As part of my monitoring process, I review the list of dividend increases every week. This is helpful in checking developments for companies I own, as well as companies I am considering. Quite often, dividend increases are announced alongside the release of quarterly or annual results. It is helpful...
Welcome to my weekly review of dividend increases. I have done this process for over eleven years on my site, in order to share with readers how I go about monitoring my portfolio. I also review the list of dividend increases every week in order to uncover any hidden...
A little over two years ago, I bought a house. My spouse and I decided that we could afford the payments, and also wanted to have a stable place for our offspring. Q3 2019 hedge fund letters, conferences and more Free-Photos / Pixabay We took a 30 year mortgage in order to...
The value of a business to a buyer in a going private transaction is its intrinsic value. In other words, if a business is acquired by another entity, the amount exchanged for that business is its intrinsic value. Q3 2019 hedge fund letters, conferences and more Quite often, investors confuse price...
I have long subscribed to the theory that buy and hold means buy and monitor. Dividend investors should continue monitoring their holdings after an initial investment. They should also monitor the dividend investing universe fin order to keep informed of notable company developments. It is helpful to observe dividend...
There were three companies with at least a decade of dividend increases under their belt which hiked distributions last week. I reviewed the latest increase against the ten year average in each of the three instances. I also reviewed the trends in earnings, and then looked at the valuation,...
This is a guest post by Nick McCullum from Sure Dividend. Sure Dividend uses The 8 Rules of Dividend Investing to systematically identify and rank high-quality dividend growth stocks suitable for long-term investment. Q2 hedge fund letters, conference, scoops etc Dividend growth investing is one of the most straightforward and powerful ways to build...
Dollar cost averaging is a process, where the same amount of funds is allocated to preset investment/s at regular intervals of time. It is widely believed that investors who choose to systemically allocate funds towards their investments are reducing their risk of investing their whole amount at the top of...
Imagine that you are able to receive a lump sum today, due to an event such as a sale of a business, cashing out of a pension, inheritance or winning the lottery. After you rejoice a little, you start asking yourself what to do with the money. I keep...
Dividend Growth Investing is a strategy that focuses on companies that consistently raise dividends out of their rising stream of earnings. The goal of the dividend growth investor is to identify such companies, acquire them at an attractive valuation, and build their collection of businesses over time to create...
The Kroger Co (NYSE:KR) operates as a retailer in the United States. The company operates supermarkets, multi-department stores, marketplace stores, and price impact warehouse stores. Kroger is a dividend achiever, which recently hiked quarterly dividends by 14% to 16 cents/share. This marked the 13th consecutive year of annual dividend...
As part of my monitoring process, I review 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. This filter reduces the number of companies to review weekly. Q2 hedge fund letters, conference, scoops...
Medtronic plc (MDT) develops, manufactures, distributes, and sells device-based medical therapies to hospitals, physicians, clinicians, and patients worldwide. It operates through four segments: Cardiac and Vascular Group, Minimally Invasive Therapies Group, Restorative Therapies Group, and Diabetes Group. Q1 hedge fund letters, conference, scoops etc Last week, the company raised its quarterly...
You may have heard the news that Abbvie (ABBV) is in talks to acquire biotech Allergan (AGN) in a transaction valued at $60 billion. Abbvie will offer $120.30 in cash plus 0.8660 in Abbvie shares for each Allergan share. Q1 hedge fund letters, conference, scoops etc As someone who already owns...
This is a guest contribution by Bob Ciura of Sure Dividend. Q1 hedge fund letters, conference, scoops etc Investors looking for the strongest dividend growth stocks should focus on the Dividend Aristocrats. In order to become a Dividend Aristocrat, a company must be a component of the S&P 500 Index, and...
I monitor the list of dividend champions regularly, using my screening criteria. This is helpful to identify quality companies available at good prices, which may be good additions to my portfolio at the right time. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay My screening process helps me narrow down...
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