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November 2016 Progress Report

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Once again it is time for a goals/progress update. I am pleased to report that annualized dividend income increased last month, extending the streak to 50 consecutive months of increases. As noted in the June 19, 2015 post, I changed to reporting on total dividend income instead of just income from my Dividend Growth Portfolio beginning in July 2015.

Since I began tracking my total income progress, annualized dividend income has increased in 50 of the last 50 months...

10 Low PE Stock Picks for the Defensive Investor - December 2016

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There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the ten lowest PEmg (price / normalized earnings) companies reviewed by ModernGraham. Each company has been determined to be undervalued and suitable for the Defensive Investor according to the ModernGraham approach.

Procter & Gamble (PG) Dividend Stock Analysis 2016

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The Procter & Gamble Company (NYSE:PG), together with its subsidiaries, manufactures and sells branded consumer packaged goods. The company operates through five segments: Beauty, Grooming, Health Care, Fabric Care and Home Care, and Baby Care and Family Care. This dividend king has paid dividends since 1891 and has managed to increase them for 60 years in a row.

Johnson Controls, Inc. (JCI) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Johnson Controls, Inc. (JCI). Below are some highlights from the above linked analysis:

Company Description: Johnson Controls Inc. supplies building controls and energy management systems, automotive seating, and batteries...

The Only Rule Is It Has To Work

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  • The challenges these guys in the book faced from the conventional-minded former-players-turned-managers-because-they-got-too-old-to-play rang very familiar to me.
  • The guys who can talk the best game, rather than the ones that are actually effective, tend to rise to the top without really earning it.
  • The challenges these guys faced make it clear that it's really difficult to change an organization from within: without help from the top, organizations just become the political minefields that promote conventional wisdom, which is not how you win.

Emerson Electric (EMR) Stock Analysis

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Emerson Electric (EMC) has paid a dividend since 1947 and increased its dividend for 59 consecutive years; qualifying the company as a Dividend King. Is it a good value?

Mr. Market and a Valuation of the Dow For Value Investors - December 2016

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Legendary value investor Benjamin Graham is probably most famous for his Mr. Market parable. In the story, an investor is greeted each day by Mr. Market, who offers to purchase the investor's stocks. Every offer is different, and sometimes the price is insanely high, sometimes it seems fair, and other times it is clearly too low. But one thing remains the same - the intrinsic value of the investments does not change. As a result, the investor is left to decide when to buy and sell based on the relationship between the intrinsic value and the price Mr. Market is offering.

Evidence that Buffett likes dividend paying stocks

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Warren Buffett is one of the best investors in the world. He is skilled in the art of capital allocation. I have always suspected that the Oracle of Omaha is actually a dividend investor, because he has often invested in businesses which generate more cash than necessary for their operations. As a result, most of these businesses send this excess cash to shareholders in the form of a dividend or share buybacks. He just doesn’t like to pay dividends to shareholders, because he believes he can allocate money better than shareholders. Of course, his record speaks for itself.

4 High Yield, High Risk Dividend Stocks

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It is not unusual after I publish a list of stocks to get a comment or two asking why those stocks and not these stocks. Often the real thrust of the question is why buy those low yield stocks when you can buy these high yield stocks. The answer involves risk and its management...

The Second Machine Age

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  • The Second Machine Age explains why the pessimists are wrong.
  • If you already share these views, I don't think you have much to gain from this book.
  • If you think standards of living are either in decline or about to decline, and have an open enough mind about that, then I suspect you will benefit immensely from The Second Machine Age.

5 Undervalued Stocks for Value Investors with a High Beta - December 2016

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There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the five undervalued companies for value investors reviewed by ModernGraham with the highest beta.

A company's beta indicates the correlation at which its price moves in relation to the market. A beta greater than 1 indicates a company is more volatile than the market.

Southern Company (SO) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Southern Company (SO). Below are some highlights from the above linked analysis:

Company Description: Southern Company is an Atlanta-based energy holding company and is one of the largest producers of electricity in the U.S...

Five Consistent Dividend Payers Raising Distributions to Shareholders

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Each week, I go through the list of dividend increases in order to monitor performance of existing holdings, and uncover hidden dividend gems. I then narrow down the list by eliminating companies with a short dividend growth streak. I also look at things like trends in earnings per share, dividends per share, dividend payout ratios, in order to determine the likelihood of future dividend growth and growth in intrinsic value. My basic analysis also focuses on valuation and dividend sustainability.

5 Companies for Enterprising Investors Near 52 Week Lows - December 2016

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There are a number of great companies in the market today. By using the ModernGraham Valuation Model, I've selected the five undervalued companies reviewed by ModernGraham trading closest to their 52 week low. Each of these companies has been determined to be suitable for the Enterprising Investor according to the ModernGraham approach.

11 Dividend Stocks Raising Their Payouts And Yields

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When you purchase individual stocks, risk is inherent. Sometimes bad things happen to good stocks. Eventually, every investor will hold a stock that falls out of favor and endures a double-digit decline. Understanding this from the onset makes it easier to deal with. To minimize the risk of significant declines, your core portfolio should focus on blue-chip dividend growth stocks.

Listed below are select companies that have recently elected to raise their payout and yield by increasing their cash dividends to shareholders...

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