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Eric Landis  

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  • Don't Let Low Dividend Yields Keep You From Investing In These Great Companies
    Fri, Mar. 27 AMP, BLK, CHD 25 Comments

    Summary

    • There are plenty of articles on Seeking Alpha covering dividend growth ideas for those who are close to retirement and looking for income.
    • As a younger investor, goals for those at or near retirement don't necessarily align with my personal ones.
    • I will highlight what criteria I use for potential total return investments, and provide some dividend growth ideas that should generate above market returns for the longer term investor.
  • Earnings Miss Provides Unique Yield Opportunity In Daktronics
    Sat, Mar. 7 DAKT 10 Comments

    Summary

    • Daktronics recently disappointed the market with a big miss on fourth quarter earnings, sending shares to 52-week lows.
    • The steep sell-off has dropped shares to a level where new investors can lock in a near 4% dividend yield.
    • A healthy order backlog and strong balance sheet sets the company up for continued long term growth.
  • Catalysts Abound For Continued NXP Semiconductors Upside
    Tue, Mar. 3 NXPI 16 Comments

    Summary

    • Quarterly results continue the trend of strong earnings and cash flow growth for NXP Semiconductors.
    • Debt reduction and favorable long-term tax rates provide strong cash flows that management is putting to good use.
    • Macro trends provide multiple areas for continued growth.
    • NXP and Freescale merger expected to be accretive to earnings and will enhance NXP's lead in the automotive sector.
  • No Dividend Conspiracy At Wal-Mart; Its Growth Has Simply Stalled
    Mon, Feb. 23 WMT 62 Comments

    Summary

    • A recent Seeking Alpha Article presented a theory that Wal-Mart is choosing buybacks over dividends as a way to slowly take itself private.
    • The current payout ratio of around 40% of earnings is the highest in company history.
    • The company is committed to growing sales and is putting cash back into the business to make that happen.
  • Dominion Resources Is Boosting Returns To Shareholders, But Is It A Buy?
    Sun, Feb. 15 D 66 Comments

    Summary

    • The utility sector is generally known as a collection of high yield, slow growth companies.
    • Dominion Resources has been a top performer in the sector with an attractive growth rate and dividend yield.
    • Dominion Resources recently announced a boost to the dividend and guided for a higher payout ratio going forward.
    • This article will discuss the current valuation levels for the company and determine if it is worth adding to my dividend growth portfolio.
  • Have We Reached The Point Of Irrational Exuberance In The Utilities Sector?
    Wed, Jan. 21 D, ED, SO 70 Comments

    Summary

    • Generally considered a stodgy investment, utilities have been on a multi-year run.
    • While returns have been excellent for those holding through the run-up, prospective investors should be wary of overvaluation.
    • Income investors can still obtain rising dividends, but those looking for capital gains may be better off looking in another direction.
  • Searching For Stability In A Volatile Oil Market
    Fri, Jan. 16 CNQ, COP, CRR 38 Comments

    Summary

    • The allure of buying "cheap" equities on the pullback in crude oil prices has afflicted many investors.
    • With remaining uncertainty in the direction of oil prices, there is danger in buying companies with weak finances.
    • I will be putting my investment dollars into companies with good credit and long histories of paying growing dividends.
    • This article will highlight a variety of companies working in sub-sectors of the oil patch for a diversified play on a rebounding oil market.
  • 401(k) Reconstructed: 2014 Portfolio Review
    Mon, Jan. 12 COH, IBM, OXY 33 Comments

    Summary

    • As 2014 comes to a close, my reconstructed 401(k) has now finished its second year as a dividend growth portfolio.
    • The portfolio is performing as expected with dividend income substantially higher in 2014.
    • Along with a growing stream of dividend income, the account has been providing substantial capital gains as well.
  • Dumpster Diving The Dividend Challengers
    Nov. 26, 2014 AIT, MAT, SDRL 15 Comments

    Summary

    • Don't look now, but the market is once again pushing towards all-time highs.
    • Although the market is trading at lofty levels, there are still some laggards that deserve a closer look.
    • The previous articles in the series covered the Dividend Champions and Dividend Contenders; this article will take a look at the Dividend Challengers' trash bin for prospective investment opportunities.
  • Dumpster Diving The Dividend Contenders
    Nov. 7, 2014 CNQ, CRR, DE 18 Comments

    Summary

    • The market keeps hitting new all-time highs, yet there are some companies still trading near their 52-week lows.
    • There can be valid reasons for certain companies lagging the market, but sometimes its a simple matter of the market over-reacting to a one-time or short term event.
    • This article will highlight some companies on the Dividend Contenders List that look like attractive candidates for consideration in a dividend growth portfolio.
  • 401(K) Reconstructed - 2014 Q3 Review
    Oct. 28, 2014 AFL, COH, KMI 30 Comments

    Summary

    • This series profiles my journey into dividend growth investing, and offers a real-life portfolio for readers to follow.
    • Mergers and acquisitions have led to an active quarter in the portfolio.
    • Another quarterly record in dividend income, and my goal of an $100 per month average is still within reach.
  • Dumpster Diving The Dividend Champions
    Oct. 17, 2014 CVX, EMR, EV 43 Comments

    Summary

    • The market recently hit a new all-time high, but with the current pullback there are multiple stocks trading near their 52-week lows.
    • While there can be valid reasons for companies lagging the market, sometimes the low prices are excellent opportunities to initiate a long-term position.
    • This article will highlight some companies on the Dividend Champions List that warrant consideration for a dividend growth portfolio.
  • Baby Boomers Need Not Fear All-Time Highs In The Market
    Sep. 29, 2014 CVX, MDP, TGT 39 Comments

    Summary

    • With the market near all-time highs some investors are overly cautious about putting their nest egg to work in stocks.
    • While the S&P is currently yielding just 1.87%, retirees can still take investing into their own hands to build a portfolio that provides a high income.
    • This article highlights a diversified group of companies that are paying above market yields with reliable growth in the payments.
  • Young Investors - Why Increasing Risk Is A Bad Idea For Your Portfolio
    Aug. 28, 2014 AMP, CMCSA, CMI 102 Comments

    Summary

    • I frequently see recommendations that young investors should own riskier investments because of their longer time frame until retirement.
    • Dividend growth investing sometimes gets a bad rap from critics who say that it ignores growth stocks and investing for capital gains.
    • While high yield, low growth stocks are certainly a popular component of the investing style, there are many high growth stocks that also qualify.
    • This article will identify a diversified cross-section of growth stocks who have paid rising dividends over the last 5+ years.
  • Dividends In Investing: How To Sleep Well At Night
    Aug. 13, 2014 KO, MSFT 118 Comments

    Summary

    • While earnings are certainly an important focus in selecting companies for investment, dividends received are a much more predictable metric.
    • For an investor at or nearing retirement, the reliability of these dividend payments can make the volatility of the market much less worrisome.
    • Focusing on the steady dividend income of your portfolio rather than the up and downs of capital gains can help you hold through a down market.
  • Update: Pacific Ethanol Earnings
    Aug. 1, 2014 PEIX 8 Comments

    Summary

    • Pacific Ethanol announced earnings after the bell on July 30th.
    • Higher taxes, start-up costs on the Madera plant, and possible lower profits on 3rd party ethanol sales may have hurt profit margins, leading to lower earnings than I expected.
    • The company's increased revenues confirmed the strength in the ethanol market.
  • Earnings Surprise On Deck For Pacific Ethanol?
       • Jul. 31, 2014 PEIX 10 Comments

    Summary

    • Fundamental catalysts remain as corn prices continue to drop and ethanol prices remain strong.
    • A vast reduction in debt load during the first quarter has led to reduced interest expense going forward.
    • The re-opening of its Madera ethanol plant will provide increased sales volumes over the first quarter.
    • Fair value adjustments to outstanding warrants led to a disappointing reported earnings number in Q1 for the company.
  • 401(K) Reconstructed: 2014 Q2 Review
    Jul. 15, 2014 AFL, CVX, DRI 39 Comments

    Summary

    • Another quarter has passed, and my rebuilt 401(k) portfolio has set another dividend income record.
    • In addition to the growing dividends, the value of the account has also set a new all-time high.
    • Dividend increases announced so far in 2014 have kept my goal of $1200 in annual dividends in reach.
  • Blue Light Specials In The Market: Utilities
    May. 27, 2014 ITC, SCG, SO 15 Comments

    Summary

    • Even with the market nearing all-time highs, there are still plenty of stocks trading at attractive valuations.
    • Previous articles in this series have covered stocks in the Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrials, Materials, Technology and Telecommunications Sectors.
    • This article will focus on the Utilities Sector and look to identify some "Blue Light Specials" in the stock market.
  • Blue Light Specials In The Market: Telecommunications
    May. 13, 2014 BCE, RCI, T 24 Comments

    Summary

    • Even with the market nearing all-time highs, there are still plenty of stocks trading at attractive valuations.
    • Previous articles in this series have covered stocks in the Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare, Industrial and Materials Sectors.
    • This article will identify stocks in the Telecommunications Sector that are "On Sale" in the market.
  • Dividend Growth On Hiatus For Darden Restaurants?
    Apr. 22, 2014 DRI 79 Comments

    Summary

    • Darden Restaurants, Inc. has raised its dividend for the past 9 consecutive years.
    • Darden typically raises the dividend with its July payment.
    • Management has given clues that the increase streak may be in jeopardy.
  • 401(k) Reconstructed: Q1 2014 Review
    Apr. 16, 2014 CHD, DPS, EOG 47 Comments

    Summary

    • My 401k's transition into Dividend Growth Investing has now reached its one-year anniversary.
    • While there have been several adjustments made to the portfolio during the year, the growth in income it produces has been on an upward trajectory.
    • In addition to increasing income, the portfolio has also had a sizable increase in capital gains.
  • Blue Light Specials In The Market: Materials
    Apr. 10, 2014 ALB, EMN, IP 11 Comments

    Summary

    • As the stock market continues to hit new highs, there are still plenty of stocks available that are trading at attractive valuations.
    • Previous articles have covered stocks in the Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare and Industrial Sectors.
    • This article will identify five stocks in the Technology Sector that are "On Sale" in the market.
  • Blue Light Specials In The Market: Technology
    Mar. 30, 2014 IBM, MSFT, ORCL 8 Comments

    Summary

    • As the stock market continues to hit new highs, there are still plenty of stocks available that are trading at attractive valuations.
    • Previous articles have covered stocks in the Consumer Discretionary, Consumer Staples, Energy, Financials, Healthcare and Industrial Sectors.
    • This article will identify five stocks in the Technology Sector that are "On Sale" in the market.
  • Blue Light Specials In The Market: Industrials
    Mar. 25, 2014 AOS, CMI, CSX 6 Comments

    Summary

    • Even with the markets near all-time highs, there are still plenty of stocks available that are trading at attractive valuations.
    • Previous articles in this series have covered stocks in the Consumer Staples, Consumer Discretionary, Energy, Financials and Healthcare Sectors.
    • This article will identify five stocks in the Industrials Sector that are "On Sale" in the market.
  • Blue Light Specials In The Market: Healthcare
    Mar. 14, 2014 BAX, CHE, JNJ 24 Comments

    Summary

    • Even as the market approaches all-time highs there are still plenty of stocks trading at attractive valuations.
    • Previous articles in the series have covered stocks in the Consumer Discretionary, Consumer Staples, Energy, and Financials sectors.
    • This article will identify five stocks in the Health Care sector that are "on sale" in the market.
  • Blue Light Specials In The Market: Financials
    Mar. 7, 2014 AFL, AFSI, BLK 13 Comments

    Summary

    • Even with the market at all time highs, there are still plenty of opportunities available for investors.
    • Previous articles in the series have covered "blue light specials" in the consumer discretionary, consumer staples, and energy sectors of the market.
    • This article will identify prospective stocks in the financials sector that appear to be trading at attractive valuations.
  • Blue Light Specials In The Market: Energy
    Feb. 19, 2014 ARLP, CVX, ENB 8 Comments
  • Blue Light Specials In The Market: Consumer Staples
    Feb. 4, 2014 INGR, KO, KR 12 Comments
  • Blue Light Specials In The Market: Consumer Discretionary
    Jan. 26, 2014 COH, GME, GPS 12 Comments
  • 401(k) Reconstructed: 2013 Recap
    Jan. 15, 2014 DLR, MMM, VVC 39 Comments
  • 401(k) Reconstructed - 2013 Third Quarter Review
    Oct. 15, 2013 RGR, DE, THO 34 Comments