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The Dynamic Dividend

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  • 5 Companies That Have Doubled Their Stock Dividends [View article]
    None of these companies pay "stock" dividends.
    Nov 3 02:47 PM | Likes Like |Link to Comment
  • Time to Sell Out of Mortgage REITs [View article]
    These names (and their dividends) are safe for at least another two years with the Fed committing to low rates through 2013.
    Aug 9 02:34 PM | 3 Likes Like |Link to Comment
  • 8 Dividend Stocks With Particularly Strong Balance Sheets [View article]
    Great stuff, thanks for posting. I think a lot of investors overlook the strong balance sheet that should give Intel's fantastic R&D machine plenty of time to innovate through near-term hurdles.
    Jul 14 06:27 AM | Likes Like |Link to Comment
  • 9 High Yield REITs With Growing Dividends [View article]
    This is a great list of quality companies. Although I was under the impression WP Carey was technically not a REIT (it simply manages a portfolio of REITs), so the IRS restrictions in the intro do not apply. Is this correct, or did it recently change?
    Jul 7 08:38 AM | 2 Likes Like |Link to Comment
  • Sweet Dividend Contenders: Ranking the Sugared Foods Stocks [View article]
    Smucker doesn't own Dunkin Donuts, it's simply licensed to manufacture and sell its ground coffee products within retail stores.
    Jun 28 09:32 AM | 1 Like Like |Link to Comment
  • 3 Foreign Utility Stocks Going Ex-Dividend This Month [View article]
    Hey Martin. Here's an update/clarification to the article iampaul100 linked earlier (which I wrote): CHL traded ex-dividend with regards to its second 2010 payout on May 11. The dividend will be $1.0264 per ADS, and should be paid on 6/14. Hope that helps!
    Jun 12 09:35 PM | Likes Like |Link to Comment
  • Joplin Tornado Blows Away Empire District's Dividend [View article]
    Good point. I was focusing more on the lost income than recovery time, which I am completely unqualified to make an estimate on. But:

    A buyer at today's opening price ($18.66) will be looking at a yield-on-cost of 6.86% if/when the company is able to return its payout to traditional levels. The stock seems to have solid yield support in the 5.50% range, so they should enjoy considerable capital appreciation as well.

    I think there's no doubt that today's buyers will be in a really fantastic position once the recovery is complete -- its just a matter of how much patience will be required to reach that point.
    May 27 09:55 AM | 1 Like Like |Link to Comment
  • Joplin Tornado Blows Away Empire District's Dividend [View article]
    Shareholders will probably be out more than just $0.64 per share. Empire plans on reinstating the payout at a reduced level ($0.25 per share) in 2012, and raising it as the community recovers. Who knows how long it will take them to recover their payout fully, but with 8-10k customers not needing service "for the foreseeable future" due to structural damage, I think you're looking at an extended period of weaker earnings -- and as a result, dividends.

    I actually think the market got this one right. The stock closed with a 5.55% dividend yield the last trading day before the tornado hit, and investors are looking at a 5.25% yield-on-cost at the current price (assuming the dividend returns at the targeted rate).
    May 27 07:56 AM | 2 Likes Like |Link to Comment
  • WWE's Dividend About to Get Slammed? [View article]
    Update: WWE just released a statement outlining its "revised" dividend policy: www.businesswire.com/n...

    Class A shareholders take a 67% cut, Class B shareholders (McMahon family) takes a 50% cut. Everyone is getting $0.12/share moving forward.
    Apr 28 08:01 PM | Likes Like |Link to Comment
  • Why LyondellBasel Makes a Good Buy [View article]
    "If Lyondell starts to add a dividend, expect the price to go even higher."

    Looks like it's on the way: dynamicdividend.com/ly.../
    Apr 25 09:32 AM | Likes Like |Link to Comment
  • WWE's Dividend About to Get Slammed? [View article]
    Remind me to never have you "cut" my grass, or my hair for that matter :)
    Apr 10 04:29 PM | 2 Likes Like |Link to Comment
  • WWE's Dividend About to Get Slammed? [View article]
    Ummm... totally overlooked? That's exactly the scenario I outlined as the most likely to unfold. Re-read the last sentence in the article:

    "The company could realize that even an extension of the original waiver would not be sustainable much longer, and elect to cut its dividend across all share classes. (By process of elimination, the likeliest scenario.)"

    A cut is a reduction, not a complete elimination. WWE needs to trim its payout to a more sustainable level, and probably will sooner than later.
    Apr 9 01:16 PM | 2 Likes Like |Link to Comment
  • 14 Dividend Stocks With Growing Yields and Low P/E Ratios [View article]
    Yep, TheRenegade is right. LLY has been flat for nine quarters now. It officially lost its "Aristocrat" status at the beginning of this year after 42 consecutive years of dividend growth. Ouch!
    Apr 5 06:16 PM | 2 Likes Like |Link to Comment
  • 14 Dividend Stocks With Growing Yields and Low P/E Ratios [View article]
    Be careful with the last entry on this list. Hudson City Bancorp (HCBK) will likely cut its dividend by as much as 50% later this month, as a result of their recent balance sheet restructuring.

    For those interested, I wrote more on this topic here: dynamicdividend.com/hu.../
    Apr 5 08:23 AM | 6 Likes Like |Link to Comment
  • When to Sell and When to Buy: Alon Holdings, Life Partners Holdings, Cypress Sharpridge [View article]
    Just announced today, $0.60 dividend with ex-date in April: www.businesswire.com/n...
    Mar 9 06:51 PM | Likes Like |Link to Comment
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