AdrianHancu Introduction It’s time to talk about Caterpillar (NYSE:CAT), which is one of my most successful dividend (growth) investments. Excluding dividends, I’m currently up roughly 170% on my investment, which I initiated after the pandemic to add inflation protection to my portfolio. This performance has pushed the ten-year total return to more than 330%, almost…
A view of a power transmission line at sunset. energyy As a dividend growth investor, I tend to balance the past with a forward-looking focus. The past can’t tell an investor everything, but it could be a decent place to start. In the case of 3M (MMM) which I alluded to in a recent article…
Alexyz3d Introduction It’s time to do one of my favorite things: Discuss L3Harris Technologies, Inc. (NYSE:LHX). It’s one of the four defense giants in my portfolio, which together hold roughly a fifth of my net worth. On top of that, I have given this high-conviction investment a Strong Buy rating as I believe it offers…
karandaev Introduction Perhaps the most important feature of a quality business is that it maintains a repeatable process that can be sustained, and ideally grown, over time. In this sense, most good businesses work similarly to an algorithm. Good businesses take raw materials, run them through a standardized process that transforms them in some way…
dvan/E+ via Getty Images Overview Dividend aristocrats are companies that have increased their dividend payouts for a minimum of 25 years in a row. Achieving such a milestone creates a heightened sense of confidence for investors. Increasing dividends every single year for a long period of time means you get a higher yield on cost…
PM Images Introduction It’s time to discuss a company I put on my watchlist earlier this month. That company is the Fastenal Company (NASDAQ:FAST), a stock that has returned 14.1% every year since January 2004. Data by YCharts The company, which currently has a $45 billion market cap, has crushed the 590% return of the…
Hiroshi Watanabe SPDR S&P Global Dividend ETF (NYSEARCA:WDIV) celebrated its tenth year of existence last year. It is a passively managed ETF that seeks to track the S&P Global Dividend Aristocrats Index and provide investors with a high-yielding portfolio of global companies in an ETF wrapper. The primary criteria for inclusion in the Index is…
Customers fill their gas tanks at an Exxon-branded gas station. hapabapa/iStock Editorial via Getty Images Dividend growth isn’t always a cut-and-dry-positive. It probably sounds strange that I would say this as a dividend growth investor, but that’s because growing the dividend for the sake of growing it isn’t sustainable. Ideally, before growing a dividend, a…
amgun Introduction With 2023 in the past, many investors are probably wondering how the new year will shape up to be. Will we see a bull market? Or will 2024 be more of the same? I’m honestly looking forward to this year and think stocks will do fairly well, but some sectors may not. One…
A Cintas service van making deliveries. Sundry Photography Those familiar with my investing approach know that I prefer to build my portfolio around businesses that have long demonstrated a commitment to shareholders. One of the most obvious signs of a company that values its shareholders is a reputation for consistent dividend growth. This is because…
Justin Sullivan (A Long) Introduction It’s time to talk about one of the most reliable wealth growers of the past decade: McCormick & Company (NYSE:MKC). Going back to 1993, MKC shares have turned a $10,000 investment into more than $190,000. This beats an equal investment in the S&P 500 ETF (SPY) by almost $10,000. Data…
porcorex Value investors who buy for income typically want to see a stagnating share price so that they can accumulate while the stock is cheap. As such, the recent market rally may be disconcerting for those who aren’t yet done building their positions. However, it’s worth keeping in mind that plenty of dividend stocks remain…
Moussa81 Several members have asked for an update about what’s going on with dividend stocks, particularly the aristocrats. Here is what they mean. Dividend Aristocrats Vs. S&P Over Time Year Aristocrats Returns Aristocrats Cumulative Returns S&P 500 Total Returns S&P Cumulative Returns 1990 5.70% 105.70% -3.2% 96.8% 1991 38.50% 146.4% 30.4% 126.2% 1992 10.10% 161.2%…
A woman holds a shopping bag in one hand and a credit/debit card in the other. Wpadington/iStock via Getty Images As I’m writing this article, it’s hard to believe that it is already the day before Thanksgiving. You know what that means. Before you know it, it’ll be time to meet up with your family….
Deagreez Every day, I spend one hour posting daily charts for our members in a special chat room. Why? Because it’s essential to see the big picture, the “God’s eye view” of the economy, interest rates, and stock market. And also, I occasionally come across a chart that can slap you with a Warren Buffett-style…
Moussa81 This article was co-produced with Kody Kester of Kody’s Dividends. ——————————————————————————— Achieving your financial goals doesn’t require a genius IQ, but you need the emotional stability to stand by said strategy in tough times. Johnson & Johnson (NYSE:JNJ) is a legendary healthcare company with a renewed focus on its pharmaceutical and medtech segments, making…
GuidoVrola/iStock via Getty Images This article series aims at evaluating ETFs (exchange-traded funds) regarding the relative past performance of their strategies and metrics of their current portfolios. Reviews with updated data are posted when necessary. KNG strategy and portfolio FT Cboe Vest S&P 500® Dividend Aristocrats Target Income ETF (BATS:KNG) was listed on 3/26/2018 and…
Mariana Mikhailova In a rising rate environment, dividend bearing stocks are decidedly out of favor. Although the S&P 500 is up by double-digits in 2023, dividend stocks suffered the worst first-half performance since 2019. Count me as one that seeks to invest in top-notch companies when they are shunned by the market. And where can…
Moussa81 It’s been a rough few weeks for investors who forgot that stocks don’t always go up. Ycharts The 8% decline in the S&P and Nasdaq is likely just a taste of what’s coming soon to a portfolio near you. Daily Shot Stocks have actually gotten more expensive as they’ve fallen because interest rates have…
Deagreez Welcome to the great ratepocalypse of 2023. Daily Shot In over 20 years, we’ve never had a quarter where long-term rates rose faster than in Q3. As a result, utilities have been hammered, experiencing their 4th worst bear market in the last quarter century. Ycharts In fact, on Monday, October 2nd the entire utility…
shootthebreeze/iStock via Getty Images Albemarle (NYSE:ALB) has had quite a journey over the last decade. The firm has gone from a boring old miner and dividend to aristocrat to one of the hottest tangential plays on the market’s Electric Vehicle (“EV”) technological revolution. Lithium was historically much less central to the business than it is…
All_About_Najmi Interest rates are on many investors’ minds as the Fed meets this week to decide on rate policies and provide new economic forecasts. In recent weeks and months, long-term interest rates have soared, helping trigger big corrections in utilities and REITs. It’s The Best Time In 10 Years To Buy These 5% Yielding Dividend…
EyeMark/iStock via Getty Images Realty Income (NYSE:O) has strong fundamentals, a sustainable dividend, and an attractive valuation, making it a great income investment right now. Business Overview Realty Income owns and manages a portfolio of commercial properties, well diversified across industries and tenants, being one of the largest REITs in the U.S. measured by its…
frender This article was coproduced with Dividend Sensei. It’s been years since NextEra Energy (NYSE:NEE) was finally reasonably priced or a good buy. FAST Graphs, FactSet NextEra hasn’t been reasonably priced for five years. For the first time in half a decade, prudent income growth investors can buy it without paying an absurd premium as…
Deagreez September is usually the worst month for stocks, and I’ve explained why this is a seasonal effect from America’s farming past. Daily Shot But of course, every month is different, and while no single month will make or break your portfolio, it’s always smart to buy smart things to maximize the chances of great…
R&A Studio Index investors are celebrating what is, so far, an amazing year. Ycharts Does this seem crazy? It is. Market Valuations Are Dangerously High Weekly Decline In S&P EPS Consensus Last Week’s EPS Consensus Year EPS Consensus YOY Growth Forward PE 0.00% $206.58 2021 $206.58 50.43% 22.1 0.00% $215.93 2022 $215.93 4.53% 21.2 -0.98%…