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  • Is A Dividend Cut The End Of The World? Analysis From Dividend Cutting Companies, Part II
    Tue, Jan. 13 ACI, AVP, AVY 18 Comments

    Summary

    • The average stock price following a dividend cut announcement was -4.05%.
    • The stock price of 17 companies in the sample ended the day positively following a dividend cut announcement.
    • The majority of the stock prices of the companies in the sample were already in a downtrend when the dividend cut was announced.
    • Despite the dividend cut announcement, the short-term stock price uptrend was not affected for several companies.
  • Is A Dividend Cut The End Of The World? Analysis Of Dividend-Cutting Companies, Part I
    Dec. 17, 2014 ACI, ASB, AVP 35 Comments

    Summary

    • Data was obtained on companies that have cut their dividend in order to provide more information on what to do when a company cuts its dividend.
    • 5 questions will be answered over a series of articles regarding dividend cuts. These questions will also explore other aspects and trends.
    • Using the Champions, Contenders, Challengers list kept by David Fish, a sample of 59 companies will be analyzed.
    • The average dividend cut made by the companies in the sample was 49.52%. If the financial sector is excluded, the average dividend cut becomes 42.56%.
    • The average dividend cut varies by sector and CCC list classification.
  • What To Do After A Dividend Cut: A Review Of The Literature
    Nov. 25, 2014 18 Comments

    Summary

    • A literature review on the topic of “dividend cut” returned 9 articles.
    • There are two camps on this topic: Hold or sell.
    • There are positive outcomes for those who have sold or held onto a company that cut its dividend.
    • Limited empirical data and information on this topic restricts making a well informed decision whether to hold or sell.
  • Protecting Your Portfolio And Selling For Capital Gains: Is It Worth It For Dividend Growth Investors?
    Oct. 30, 2014 AAPL, CVX, JNJ 38 Comments

    Summary

    • A review of the merits of Parsimony Investment Research’s selling guidelines was conducted.
    • Loss thresholds via stop loss orders may have mixed benefits for dividend growth investors. Much depends on the initiation price, the amount of appreciation, and the margin of safety.
    • Depending on the dividend growth rate, selling a dividend stock that has collected 5 years’ worth of dividends in a 6-month period may not be as beneficial or disadvantageous.
    • Using these guidelines may lead an investor to “trading,” which many dividend growth investors do not engage in.
  • Reasons For Selling Dividend Stocks: A Review Of The Literature
    Oct. 29, 2014 28 Comments

    Summary

    • When to sell dividend growth stocks in a portfolio is an equally important decision as buying those same stocks.
    • A review of the literature as found in articles on Seeking Alpha found 3 common reasons for selling a dividend growth stock.
    • Although multiple reasons for selling dividend growth stocks were found, an elaboration of the guidelines, criterion or description was seldom found.
  • Shareholder Yield: Are The Companies You're Invested In Investing In You?
    Mar. 19, 2014 BAX, CVX, DGICA 25 Comments

    Summary

    • The Shareholder Yield adds the net buyback and dividend yield to calculate "payments" to shareholders.
    • The companies found in the TOP 10 primarily had higher share buybacks and dividend yields below 2%.
    • Many companies in the TOP 10 have frozen or cut their dividends which has resulted in decreasing a shareholder's total return.
  • Is Wal-Mart's 2% Dividend Increase A Warning To Investors?
    Mar. 4, 2014 WMT 17 Comments
  • The F-Score Dividend Portfolio Update And Final Thoughts
    Feb. 13, 2014 PG 5 Comments
  • Are There Any Deals To Be Had In This Pullback For Dividend Stocks?
    Jan. 29, 2014 ACN, ADP, AFL 14 Comments
  • The F-Score Dividend Portfolio: Holding Its Own
    Dec. 23, 2013 ABSSF, ATNI, BIN 2 Comments
  • The Piotroski F-Score Dividend Portfolio: How Things Can Change Quickly
    Dec. 3, 2013 ABSSF, ATNI, AWR 10 Comments
  • Has A Buying Opportunity In Baxter International Occurred?
    Nov. 22, 2013 BAX 21 Comments
  • A Dividend Portfolio Built Using The Piotroski F-Score
    Nov. 5, 2013 ATNI, AWR, BMS 26 Comments
  • A Conversation With Myself About Investing
    Oct. 16, 2013 AAPL, CSG, DLR 38 Comments
  • What Verizon's Expansion Into Canada Could Mean
    Jun. 27, 2013 VZ 12 Comments
  • Varying Dividend Policies And The Recovery From The Great Recession
    Jun. 26, 2013 AAPL, CA, CLF 24 Comments
  • Why Dividends? A Review Of The Literature
    Jun. 18, 2013 AAPL, CL, GE 44 Comments
  • The 10 x 10 Concept For Choosing Dividend Stocks
    May. 29, 2013 GWW, HRS, NVO 20 Comments
  • Not All Dividend Increases Are The Same: A Search For Consistent Proportional Increases
    May. 7, 2013 APD, AVA, BBL 17 Comments
  • Not All Dividend Increases Are The Same: 2 Dividend Trends That Can Make A Difference
    Apr. 30, 2013 ABT, ADP, AFL 57 Comments
  • Telecom Face-Off Finale: The Concluding Comparison Of AT&T, Verizon, Rogers, BCE And TELUS
    Apr. 16, 2013 BCE, RCI, T 7 Comments
  • Telecom Face-Off Part 3: The Contenders And Their Business Metrics
    Apr. 10, 2013 BCE, RCI, VZ 9 Comments
  • Telecom Faceoff Part 2: The Contenders, Their Dividends And Whether They Are Sustainable
    Mar. 14, 2013 BCE, RCI, T 21 Comments
  • Telecom Face-Off Part 1: The Contenders And How They Look
    Mar. 12, 2013 BCE, RCI, T 5 Comments
  • A Solid Dividend-Growth Communications Service Provider: Rogers Communications Inc.
    Feb. 21, 2013 RCI 10 Comments
  • Establishing My Dividend Growth Strategy And Portfolio As A New Investor
    Feb. 12, 2013 23 Comments
  • A Dividend Portfolio Comparison: Identifying Common Stocks For Further Consideration
    Jan. 28, 2013 ABT, AFL, ARLP 93 Comments