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'Krafting' Success For My Dividend Growth Portfolio
- Kraft's share price skyrocketed after a merger with Heinz was announced.
- I am fortunate to own KRFT, and I outline the thought process that brought it into my portfolio.
- What is one to do with Kraft now?
Buh-Bye Wal-Mart, Hello Emerson Electric, Qualcomm And AbbVie
- Wal-Mart's disappointing dividend growth and yield made me look for other options.
- I seriously considered many companies that had been suggested by Seeking Alpha readers.
- After doing my due diligence, I settled on EMR, QCOM and ABBV.
- In this article, I describe the entire process.
Dividend-Stingy Wal-Mart Was Already On Probation, So What Now?
- For the second straight year, Wal-Mart has announced a puny dividend hike.
- As a Dividend Growth investor, I'm no longer convinced I can count on WMT to provide the income I'll need in retirement.
- If I do sell WMT, what will I do with the cash?
The Dividend Growth 50... Plus 113 More
- The DG50 is wonderful, but there are hundreds of great equities out there.
- The 10 panelists who participated in the Dividend Growth 50 project combined to choose 163 companies.
- All 163 are listed here, and I discuss two recent purchases made from outside the DG50.
The Dividend Growth Weighting Game
- It seems neither logical nor beneficial to equally weight a Dividend Growth portfolio.
- If one is counting on dividends for today and tomorrow, weighting by quality and financial strength seems prudent.
- Here is a real portfolio weighted by quality of holdings.
Dividend Growth 50: Costco Horns In On The Fun
- As fine as the DG50 is, there are plenty of other great stocks available for Dividend Growth investors.
- Minutes after all DG50 components were purchased, so was a stake in Costco.
- COST is now part of a more concentrated portfolio that can be compared long-term to the DG50.
It's New! It's Nifty! It's The Dividend Growth 50!
- The erstwhile New Nifty Fifty has a new name that is more meaningful and accurate.
- A $25K, real-money, equal-weight DG50 portfolio has been established and will be tracked over time.
- The plan is to reinvest all dividends, but otherwise do no buying or selling, so the overall portfolio's progress can be charted accurately.
Seadrill Shows Just How Little Insider Buys Can Mean
- SDRL investors have been hit by swooning share price and now elimination of its dividend.
- The company chairman's attempt to reassure investors by buying a chunk of stock was merely window dressing.
- Another insider's honest warnings about the softness of the market should have been heeded.
Lockheed Martin Changes Rules, So This Dividend Growth Investor Drops DRiP
- LMT is adding numerous fees to its direct reinvestment plan.
- LMT is a great company but it is overvalued.
- I am bailing from the DRiP and will have to decide if I want to keep LMT at all.
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