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Canadian Dividend Growth Investor

 
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  • Dividend Growth Investing: It's Not The Number Of Shares, But The Invested Capital That Matters
    Mon, Aug. 25 BNS, CSCO, CVX 79 Comments

    Summary

    • The amount of capital you have in a company is more important than the number of shares you have in a company.
    • The more the capital you have in a dividend stock, the higher the amount of dividends you receive.
    • Therefore, it’s better to think in terms of how much capital you are using to buy your shares, instead of how many shares you are buying.
    • The above make sense only given that you buy shares at proper valuations, as it goes without saying the lower price you pay, the higher income you get.
    • Thinking in terms of how much capital you have allocated to each holding also helps with risk management by thinking of stock allocation and income allocation.
  • How Do I Stick To The Slow, But Sure Process Of Dividend Growth Investing?
    Mon, Aug. 18 BNS, CSCO, CVX 45 Comments

    Summary

    • I started with small number of shares that paid only a few bucks every 3 months.
    • Slowly, building a portfolio of these dividend growers, the few bucks grow into possibly a few hundred bucks in a year.
    • Tracking the growth of the dividend helps me stay the course. I will show you my simple way of tracking the dividend growth.
    • The income is growing at a rate much faster than inflation to maintain purchasing power.
  • What I'm Doing With My Kinder Morgan Shares As A Dividend Growth Investor
    Wed, Aug. 13 KMP, KMR, EPB 68 Comments

    Summary

    • Kinder Morgan has a projected annual dividend of $2.00 per share in 2015.
    • That's a projected dividend yield of 5% at today's price of $40.
    • The dividend is expected to grow by at least 10% annually from 2015 to 2020.
    • $17B of growth projects for the next 5 years has already been identified.
    • Looking to scoop up some shares between $36 and $39.
  • Qualcomm Priced At 16% Discount With Double-Digit Growth
    Thu, Aug. 7 QCOM 11 Comments

    Summary

    • Qualcomm is undervalued with 16% discount around the $73 price level.
    • Strong results from Q3 earnings release with raised FY2014 EPS guidance.
    • There continues to be a strong need for Qualcomm's products as its revenue continues to grow in the double digits.
    • I added to my Qualcomm position at the end of July. Now it's even cheaper.
  • When To Add To An Existing Dividend Growth Holding That Has Been Advancing
    Mon, Aug. 4 BNS 32 Comments

    Summary

    • As a self-directed dividend investor, it’s essential to keep emotions in check when investing and making a trade.
    • When you feel like selling, maybe it is time to buy more shares instead.
    • The best time to buy a high quality company is when it's at the right valuation.
    • F.A.S.T. Graphs helps with checking the valuation of a company.
    • Even when the share price is at fair valuation, it could go lower. Dollar-cost averaging into a position is psychologically more bearable than buying in a big lump sum.
  • Q2 2014 Update: My Whistler Income And Growth Portfolio
    Tue, Jul. 15 AMGN, BAX, BIDU 18 Comments

    Summary

    • Managing my own income and growth portfolio requires periodic reviews.
    • From actual decisions that I make in the portfolio, I can get a better feel for my temperament.
    • Part of my quarterly review is to check sector allocation to determine if too much capital is allocated to one specific sector.
    • Another part of the review is to check dividend allocation to ensure I'm not getting too much dividends from one specific sector.
    • These updates are kind of like a journal which shows exactly what I did - for better or for worse.
  • Bought Raytheon At 10% Discount For Dividend Growth And Steady Price Appreciation
    Wed, Jul. 2 RTN 24 Comments

    Summary

    • I bought Raytheon at a 10% discount this week.
    • At the end of Q1 2014, it had a backlog of $32.2B.
    • It is a high quality company with a current yield of 2.6% and expected dividend growth of 8 - 10%.
    • Its earnings growth should lead to steady price appreciation and a growing dividend.
    • A look at my lessons learned after selling out of Raytheon a year ago.
  • How To Better Use Capital To Get Higher Income And Higher Total Return
    Mon, Jun. 30 TGT, UNP 24 Comments

    Summary

    • Set buy ranges ahead of time to eliminate as much emotion as possible.
    • FAST Graphs & Morningstar are tools to help you identify the fair price of a security. Combined with technical charts, you can determine a price to ease in your money.
    • Once you set up the buy ranges, your brokerage or Finviz.com can be tools to indicate what is a good buy on any given trading day.
    • Setting buy ranges rationally increases the starting yield and total return of your new purchase.
    • Periodically update your buy ranges so that you are always ready to deploy your cash on the best valued company for your portfolio.
  • Characteristics Of A Solid Dividend Portfolio
    Mon, Jun. 16 WMT, TGT 15 Comments

    Summary

    • I'm primarily using dividend growth and value investing for my portfolio.
    • To ensure my income portfolio is solid, I analyze individual companies it holds.
    • I look at each holding on its dividend safety, dividend growth, and its expected total return.
    • Only buy good companies at a fair or discounted price to improve total return.
    • In a simple way, I will use Target to illustrate the above concepts.
  • IBM's Stagnant Revenue May Be Coming To An End And It's Priced At A Discount Right Now
    Mon, Jun. 9 IBM 43 Comments

    Summary

    • IBM is sitting at 13% to 27% discount depending on which tool you use.
    • IBM has increased its dividends for 19 years at a compounded annual growth rate of 17.5%.
    • With earnings per share expected to reach $20 by 2015, and ample free cash flow, IBM's dividend should continue to grow at least 10% annually.
    • As $24B has been invested into Big Data, and 15 planned data centers, totaling to 40 across the globe, revenue may start to pick up in a couple years.
  • Bought Silver Wheaton For Capital Gains
    Mon, Jun. 2 SLW 30 Comments

    Summary

    • Silver Wheaton is the biggest precious metals streaming company on earth.
    • It has lowered downside risk because it pays low, fixed costs for silver and gold.
    • Current risk/reward is in buyer's favour as price hits 400-day MA.
    • 40% upside potential from Friday's closing price.
  • How I 'Played' My Microsoft Shares And What I'm Doing With Them
    Fri, May. 2 MSFT 35 Comments

    Summary

    • Nice capital gain of 40+% if you bought Microsoft shares in early 2013.
    • Recognize that the undervalued Microsoft opportunity between 2010 and 2013 is gone.
    • Going forward, the return of buying shares from this point on will base on Microsoft's business performance.
    • I shall continue to hold my shares, expecting ~8% dividend growth annually.
    • I may add shares to this AAA rated company on meaningful dips.
  • Q1 2014 Update: My Whistler Income And Growth Portfolio
    Mon, Apr. 7 BAX, BIDU, F 22 Comments

    Summary

    • Managing my own income and growth portfolio requires periodic reviews.
    • Part of my quarterly review is to check sector allocation to determine if too much capital is allocated to 1 specific sector.
    • Another part of the review is to check dividend allocation to ensure I'm not getting too much dividends from 1 specific sector.
  • Build A Margin Of Safety For Your Dividend Income
    Mon, Mar. 24 BCE, KO, PEP 18 Comments

    Summary

    • A low payout ratio does not suggest plenty of room for dividend growth.
    • Companies with wide economic moats are likely to continue growing dividends.
    • Companies with strong balance sheet strength are more likely to continue growing dividends.
  • Book Review: The Single Best Investment - Creating Wealth With Dividend Growth
    Mon, Mar. 24 JNJ 17 Comments

    Summary

    • Growing dividends from a portfolio of stocks serve as a compounding machine.
    • The stocks in this portfolio have the characteristics of high quality, high yield, and high growth of yield.
    • The essential ingredient in compounding is time.
  • Adding High Growth Core Holdings To Strengthen My Dividend Growth Portfolio
    Wed, Feb. 12 SBUX, V, DLR 25 Comments
  • Reduce Risk Of Buying A Lower Quality Company For A Higher Yield And Return
    Mon, Feb. 10 DLR 47 Comments
  • Adding To The Core For My Whistler Income And Growth Portfolio
    Mon, Feb. 3 CVX, ENB, KMI 8 Comments
  • Switch Rogers Communications For 2 Other Core Holdings
    Tue, Jan. 28 RCI, ENB, UNP 16 Comments
  • My Core Holdings With High Total Return Estimations
    Thu, Jan. 16 BCE, BNS, CVX 16 Comments
  • Identifying The Core Holdings In My Whistler Income And Growth Portfolio
    Fri, Jan. 3 AUY, BAX, BCE 164 Comments
  • My Whistler Income Portfolio's 1st Year Landing
    Dec. 17, 2013 HRUFF, DLR, RY 20 Comments
  • Cashing In Some Gains From Ross Stores To Diversify My Income Stream
    Nov. 8, 2013 CAT, DE, ROST 23 Comments
  • Replace A Loser With A Dividend Growth Blue Chip
    Oct. 18, 2013 IBM, UNP, TCK 66 Comments
  • Why Building A Cash Position For My Dividend Income Portfolio Makes Sense
    Oct. 8, 2013 BNS, CL, CVX 64 Comments
  • Before Buying A Dividend Growth Stock: Things To Do
    Sep. 16, 2013 RY, O, OHI 53 Comments
  • Preparing For Retirement Early: Set A Margin Of Safety For Your Total Return
    Aug. 21, 2013 KO, KSS 10 Comments
  • Building A Quality Income Portfolio - Part 2: At The Stock Level
    Jul. 29, 2013 CVX, JNJ, MCD 38 Comments
  • Building A Quality Income Portfolio - Part 1: At The Portfolio Level
    Jul. 29, 2013 BBL, CAT, DE 19 Comments
  • Is The Pullback In Utilities And REITs Leading A Market Correction?
    May. 29, 2013 DLR, O, SO 28 Comments
  • Be Comfortable With Dollar-Cost Averaging Up
    May. 13, 2013 CVX, MSFT 46 Comments
  • Dividend Yield As An Indicator Of A Bargain
    Apr. 29, 2013 GD, IBM, LMT 13 Comments