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The New Nifty Fifty, Part 3: Dividend Growth Ideas And Valuations
- After two articles about the top DGI portfolio picks from my 10 panelists, I reveal my choices.
- Many companies are overvalued, but there do seem to be some opportunities.
- COST, BAX, TGT, LMT and MAIN are among the names discussed in detail.
The New Nifty Fifty, Part 2: Dividend Growth Investing's Greatest Hits
- As a follow-up to the recently named New DGI Nifty Fifty, these are the 10 panelists' best of the best.
- JNJ was the top choice, but even that didn't appear on every list.
- Each panelist's Top 10 is presented.
- Some individual stock selections are discussed in greater detail.
The New Nifty Fifty, Part 1 - Dividend Growth Style
- The original Nifty Fifty was so '70s.
- Ten Seeking Alpha contributors and/or commenters helped choose a new Nifty Fifty with a Dividend Growth focus.
- The list includes all the "standards," but also some surprises.
Let's Talk About The Nifty Fifty And Dividend Growth Investing
- Critics of DGI and/or buy-and-hold strategies often mention failed Nifty Fifty companies.
- In truth, the downfalls of Kodak, Kresge and others barely would have dented a diversified portfolio.
- Buying and holding Nifty Fifty stocks would have resulted in long-term success.
Surviving A Worst-Case Scenario To Become A Dividend Growth Investor
- GE's price tanked during the Great Recession - and the company slashed its dividend, too.
- By not panic-selling and by reinvesting dividends, GE investors survived those dark times.
- GE was in the minority, as most Dividend Aristocrats did not cut dividends.
- Dividend Growth Investing can provide peace of mind.
History Lessons: Surviving A Recession, Tuning Out Noise And Moving Beyond Mistakes
- A recent portfolio review helped reinforce some valuable lessons about investing.
- I didn't panic during the recession and was rewarded when my 3M stake quickly recovered.
- Dripping, especially during a down market, is a great way to build a position.
- Getting influenced by outside noise and selling a huge chunk of 3M proved to be one of my biggest blunders as an investor.
New Dividend Challengers Should Carry Warning Labels: "Caution! Not Recession Tested!"
- David Fish's CCC list is a valuable resource, but should only be the start of research.
- Most CCC newcomers with 5 years of dividend growth have not proven themselves through a recession.
- Seadrill and Hershey show just how different two new "Challengers" can be.
Correction Arrived Early For Walgreen - So Now What After Only OK Dividend Hike?
- After announcing it would complete its purchase of Alliance Boots while rejecting the idea of a tax inversion, WAG's share price plummeted 16.4%.
- A 7.1% dividend hike was almost lost in the announcement.
- WAG was a big winner for me when I bought it in 2012 after the company decided to buy 45% of Boots.
- Is the dividend raise enough to entice current and potential future shareholders?
No Fees Please! Create Your Own 'Mini-ETF'
- ETFs might not be attractive for those who want to choose their own stocks and avoid fees.
- An investor can create a mini-ETF in practically any sector.
- I did exactly that with five Canadian banks and have outperformed the ETF.
What's Your (Dividend Growth) Number?: Part 4 - Creating And Surpassing Goals
- Small, more reachable goals pave the way toward major objectives.
- As targets are met, take a moment to celebrate and then establish new goals.
- Passive and active investing combine to create powerful compounding of dividends and successful portfolios.
Is The Bear About To Maul The Bull? Here's How We're Investing
- The market has reached all-time highs, leading to debates about when the bear will arrive.
- It still makes sense to invest in stocks, especially high-quality companies that have grown dividends for decades.
- Bonds aren't a priority now, but cash can come in handy.
Putting Companies On 'Dividend Growth Probation'
- To be assured a reliable income stream in retirement, I need the companies I own to grow dividends annually.
- Companies that fail to grow dividends by at least 5% in any year might be placed on probation.
- Here I offer examples of four companies that I put on probation, how the process works and what became of them.
Royal Dutch Shell Changes Rules, So Now What? (Part 2)
- Shell reshaped its dividend payment plan, so we reassessed its place in our portfolio.
- The company offers an attractive dividend but appears overvalued.
- After taking a closer look at Shell, we sold most shares and bought other companies.
- We still have some decisions to make regarding our last batch of Shell.
Royal Dutch Shell Changes Rules, So Now What?
- Shell is scrapping its Scrip Dividend Programme, causing tax headaches for some shareholders.
- When the change takes effect, there will be little reason to hold RDS.A.
- Those who still want to own Shell beyond this summer should sell A shares and buy RDS.B.
April Showers Bring... Dividend Growth, Joy And Fun!
- This month underscores why Dividend Growth Investing is not only financially rewarding but also fun.
- Numerous major corporations are announcing dividend raises in April.
- Every time a dividend hike occurs, milestones are met, goals grow closer and happiness ensues.
What's Your (Dividend Growth) Number?: Part 3
- My wife and I established a different kind of "number" for our retirement goal -- annual dividend income.
- By concentrating on high-quality dividend growers, we have reached our first major milestone and should hit our next within 5 years.
- Recent blue-chip additions PepsiCo, AT&T and Kraft strengthened our portfolio.
- We are now bargain-hunting, using a shopping list that even includes more speculative names.
- Dividend Gain And Opportunity Again Despite Portfolio Pain
- What's Your (Dividend Growth) Number?: Part 2
- What's Your (Dividend Growth) Number?
- Weighting Portfolios: Equally, Variably Or By Dividends Generated?
- It's Time To Play Ball (Part 4): The Winning Dividend Growth Roster
- It's Time To Play Ball (Part 3): Dividend Growth Prospects (And Suspects)
- It's Time To Play Ball (Part 2): Building A Winning Dividend Growth Roster
- It's Time To Play Ball And Finally Do Dividend Growth Investing Right
- Dripping Works: A Real-World Example
- Dividend Growth And Me, An Anniversary Story
- Dips And Pullbacks: Opportunities Or Sucker Punches?
- Ignoring 52-Week Highs, Reinvesting Dividends And Other Lessons Learned
- Caution Ahead: Pols Merely Kicked Can From Fiscal Cliff To Debt Ceiling Crisis
- General Dynamics: Stop The Roller Coaster, I Need To Get Off
- Special Dividends: Special Mostly For CEOs
- Waiting For Fiscal Cliff Fallout Isn't 'Market Timing'