Thursday, November 12, 2009

* Improvements To The D4L-Dashboard

Recently, I looked at the sample D4L-Dashboard report on the Overview and Subscribe page and was amazed at all the changes and improvements that have occurred since that report was posted. I knew then it was time to update the Sample Report. Below are some of the enhancements that have occurred since the first report was posted:

Column

Tier - Added a tier column. The three tiers that are currently defined are as follows, Tier 1: Four and five Star stocks that are trading below my calculated fair value with a yield above my preset minimum. These are the stocks I categorize as “buy” stocks. Tier 2: Four Star stocks that are trading less than 5% above my calculated fair value with a yield above my preset minimum. These are my “wonderful stocks at a fair price.” Tier 3 stocks are like Tier 2, but instead of 5% above calculated fair value the percentage defaults to 10% and can be changed.

Symbol - Added a light green shading if the stock would have been a buy other than having a "-" in the note column. Light yellow is a Tier 2 buy when the maximum tier is set to 1.

Stars - Color codes now indicate a change in Stars from the prior week. An increase in Stars will show as green, a decrease will show as red and no change will continue show as white.

Note - Added a new Debt/fcf flag in this column. Debt/fcf is an alert when the sum of the Debt and FCF columns are > 100% or FCF is a negative number.

Days - Added note for stocks On The Shelf due to not raising their dividends that displays estimated month and year when the dividend declaration will occur that ensures a year over year flat dividend. At that time, the stock is a strong candidate for a sell.

Other enhancements include:
  • Added an Allocation section that includes my income ETF/CEF holdings along with their % Port and % Inc weightings.
  • Greatly expanded the Commentary section.
The D4L Premium Services are designed for the serious dividend investor. If you have not yet subscribed, please see the Overview and Subscribe page for more information on the benefits of these services, sample reports, pricing and subscription information. The premium section can always be accessed via the Premium menu option on the top-left of the menu bar above.

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