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Dividend Sleuth

 
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  • Dover Corporation And How Do You Rank Your Holdings?
    Sun, Dec. 14 DOV 25 Comments

    Summary

    • The sharp oil-induced market correction illustrates the need for safety of income.
    • What would be your first sale, and what would be the last company you sell?
    • Here are two other ways to "rank" your holdings.
    • Dover Corporation has been added to my watchlist.
  • Helmerich & Payne Added To Portfolio
    Sun, Nov. 30 HP 87 Comments

    Summary

    • The November 28 sell-off in the oil patch prompted a purchase of Dividend Champion HP.
    • Helmerich & Payne is a long-time leader in the business of contract oil drilling.
    • The company has benefited from three generations of CEOs from the Helmerich family.
  • Bracing For Both Bull And Bear
    Mon, Nov. 3 NWN, GPC, PG 22 Comments

    Summary

    • The mid-October downturn was an opportunity to rebalance the portfolio.
    • Moving toward the goal of a higher percentage of Dividend Champions.
    • Safety has become increasingly important.
  • A Conversation With Prospect's Grier Eliasek
    Fri, Aug. 29 PSEC 195 Comments

    Summary

    • Prospect's Case for External Management and Control Investments.
    • Loan Originations, the Calling Center and Deal Flow.
    • Troubled Assets, Debt Structure and the Dividend.
  • 7.7% Yielding Hercules Added To Portfolio
    Wed, Aug. 13 HTGC 57 Comments

    Summary

    • Hercules Technology Growth Capital is the largest BDC in the venture capital space.
    • This internally managed BDC currently yields 7.7%.
    • Last week's earnings report may provide a buying opportunity.
  • UDF: A Single-Family Residential mREIT
    Tue, Aug. 5 UDF 13 Comments

    Summary

    • UDF provides capital for developers and builders of single-family residences.
    • Think of UDF as a source for short-term "bridge loans" in the strongest US home-building markets.
    • I found a place for UDF and its 8.8% yield in my retirement income portfolio.
  • Hannon Armstrong Added To Portfolio
    Tue, Aug. 5 HASI 7 Comments

    Summary

    • I decided to allocate 2.5% of the portfolio to an alternative energy investment.
    • Hannon Armstrong Infrastructure is a REIT in the Energy Sector.
    • HASI invests in renewable, sustainable energy and provides a 6.4% yield.
  • 2 Champions, 2 Contenders And 2 Newbies Added To Portfolio
    Mon, Aug. 4 CBRL, CVX, MDP 36 Comments

    Summary

    • Some stocks were sold to raise cash and lock-in profits.
    • Two Dividend Champions, two Dividend Contenders and two newbies were bought.
    • The current yield on the portfolio of 44 holdings is 4.9%.
  • An Alternative Design For A Retirement Income Portfolio
    Fri, May. 23 ARCP, AVA, AWR 141 Comments

    Summary

    • Here's an alternative to a 60/40 mix or a bond percentage that equals your age.
    • Consider a portfolio design that grows the percentage of Dividend Champions over time.
    • Design a retirement income plan that will outlive you.
  • Adding Deere, Tupperware, Mattel And American Capital Properties To Retirement Income Portfolio
    Wed, Apr. 23 ARCP, DE, MAT 53 Comments

    Summary

    • One Industrial Stock and Two Consumer Discretionary Stocks Added.
    • One Fast-Rising REIT Added to the Portfolio.
    • Six Positions Closed Since 12/31/13.
    • A Review of Portfolio Sector Allocations.
  • Adding Triangle Capital, Main Street Capital And BCE Inc. To Retirement Income Portfolio
    Mon, Apr. 21 BCE, MAIN, TCAP 52 Comments

    Summary

    • Internal management and greater diversity in BDC land.
    • Another telecom added to the portfolio.
    • Holding at 45--Nothing new currently on the shopping list.
  • Retirement Income Portfolio: A Stronger Focus On Dividend Champions
    Wed, Apr. 16 WGL, PEP, PG 41 Comments

    Summary

    • Revisions to the portfolio reflect a greater priority on dividend growth.
    • Four Dividend Champions have been added to the portfolio since 12/31/13.
    • WGL Holdings was discovered by gleaning David Fish's list of Dividend Champions.
  • The BDC Portion Of My Portfolio
    Sun, Mar. 16 PSEC 204 Comments

    Summary

    • Recent articles about PSEC prompted me to review my BDC sector allocation.
    • It is difficult, if not impossible, to know which BDC loans will survive the next recession.
    • Given the inherent risks and all the unknowns, diversification is crucial for BDC investors.
  • Natural Resource Partners: One Response To The Distribution Cut
    Mon, Jan. 13 NRP 74 Comments
  • 4 Stocks Added To Retirement Income Portfolio
    Thu, Jan. 2 ED, MPW, RYN 132 Comments
  • How Do You Know When You've Found 'Alpha'?
    Dec. 30, 2013 FLO, EMR, KO 125 Comments
  • Buying Opportunities In REITs And UTEs
    Dec. 2, 2013 ED, ETN, GPC 41 Comments
  • Watchlist For Premium Value Stocks On Sale
    Nov. 30, 2013 AEP, CLX, FRT 70 Comments
  • Revised Retirement Income Portfolio
    Oct. 28, 2013 AWR, CSG, DLR 51 Comments
  • 7 Additions To Retirement Income Portfolio
    Jun. 24, 2013 AWR, DLR, EPR 19 Comments
  • It Helps To Have A Shopping List
    Jun. 24, 2013 AWR, CSG, DLR 9 Comments
  • Perspective, Goals And Plans
    Jun. 10, 2013 6 Comments
  • Shopping List Revisited
    Jun. 10, 2013 NLY, PSEC, STWD 27 Comments
  • Update On Retirement Income Portfolio
    Jun. 10, 2013 4 Comments
  • What Is Mr. Market's Mood Today?
    Apr. 23, 2013 ETN 5 Comments
  • Time To Build A Shopping List
    Apr. 8, 2013 47 Comments
  • Prospect Capital: Realty Income Added To Portfolio
    Feb. 25, 2013 PSEC, O 37 Comments
  • PennantPark Added To Retirement Portfolio
    Feb. 12, 2013 PNNT 4 Comments
  • A Retirement Income Portfolio Update
    Jan. 23, 2013 GPC, JNJ, NNN 19 Comments
  • A Retirement Income Portfolio
    Dec. 31, 2012 ETN, GPC, JLA 94 Comments