Tuesday, September 27, 2022

Harvest the Fruit

The mango is native to Southern and Southeast Asia, but also grows in Central and South America, Africa, and the Arabian Peninsula. Mango trees will settle into a cropping pattern by the third year after planting and reach peak production in six to eight years. Seedling trees take a year longer to come into production. The tree is long-lived with some specimens known to be over 300 years old and still producing fruit.

Friday, September 23, 2022

Colgate-Palmolive (CL) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Colgate-Palmolive (CL). Below are some highlights from the above linked analysis:

Company Description: Colgate-Palmolive Company (Colgate) is a major consumer products company that markets oral, personal and household care and pet nutrition products in more than 200 countries and territories.

Tuesday, September 20, 2022

A Disciplined Approach To Dividend Growth Stocks

Those that have read this space for any period of time are well aware of my enthusiasm for using dividend growth stocks as a vehicle for building long-term wealth and income. However, with that said, a successful investor must do more than just buy stocks that pay a growing dividend, or do more that focusing on a single metric such as dividend yield. Not all dividend stocks are created equal - there is a discipline to selecting good dividend growth stocks.

Friday, September 16, 2022

Johnson & Johnson (JNJ) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Johnson & Johnson (JNJ). Below are some highlights from the above linked analysis:

Company Description: Johnson & Johnson is a leader in the pharmaceutical, medical device, and consumer products industries.

Tuesday, September 13, 2022

New Golden Investment: Clough Global Equity Fund (GLQ)

Wouldn't it be nice to buy investments that you could not lose money on and that only had upside. While we are wishing why don't we add in predictable earnings, predictable dividends and, of coarse, we don't want to pay a premium for this investment. Does this sound unrealistic? Maybe, but we can have the next best thing - a Golden Investment. So what exactly is a Golden Investment?

Friday, September 9, 2022

Pfizer Inc. (PFE) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Pfizer Inc. (PFE). Below are some highlights from the above linked analysis:

Company Description: Pfizer Inc. ranks as one of the world's largest pharmaceutical companies, offering a wide range of drugs across a broad therapeutic spectrum.

Tuesday, September 6, 2022

Turbo Charge Your Portfolio With Reinvested Dividends

It is well-documented that a significant portion of the historical equity returns are a result of reinvested dividends. In Triumph of the Optimists: 101 Years of Global Investment Returns (2002), the authors looked at equity returns from capital gains and dividends from 1900 to 2000. They determined that performance in any given year was driven by capital appreciation, but long-term returns were largely the result of reinvested dividends. Looking at 101 years of data in the U.S. and U.K., they found that a market-oriented portfolio with dividends reinvested would have generated nearly 85 times the wealth of the same portfolio relying solely on capital gains.

Friday, September 2, 2022

Realty Income Corp (O) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Realty Income Corp. (O). Below are some highlights from the above linked analysis:

Company Description: Realty Income Corporation is an equity real estate investment trust that owns, develops and manages retail real estate, primarily single tenant buildings throughout most of the U.S. The trust is also among a handful of REITS that pay monthly dividends.

Tuesday, August 30, 2022

3 Low Beta, Higher Yielding Dividend Stocks For The Next Downturn

In an economic downturn many investors turn to dividend stocks which are sometimes referred to as defensive stocks. These stocks offer sustainable dividends providing the investor with a minimum level of positive return, which helps buffer the downward pressure from the market.

Friday, August 26, 2022

Medtronic Inc. (MDT) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Medtronic Inc. (MDT). Below are some highlights from the above linked analysis:

Company Description: Medtronic Inc. is a global medical device manufacturer with leadership positions in the pacemaker, defibrillator, orthopedic, diabetes management and other medical markets.

Tuesday, August 23, 2022

New Golden Investment: AbbVie Inc. (ABBV)

Wouldn't it be nice to buy investments that you could not lose money on and that only had upside. While we are wishing why don't we add in predictable earnings, predictable dividends and, of coarse, we don't want to pay a premium for this investment. Does this sound unrealistic? Maybe, but we can have the next best thing - a Golden Investment. So what exactly is a Golden Investment?

Friday, August 19, 2022

Cardinal Health, Inc. (CAH) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Cardinal Health, Inc. (CAH). Below are some highlights from the above linked analysis:

Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.

Tuesday, August 16, 2022

Hey, You Invest Like a Girl!

What an insult! No testosterone laden man would put up with a jab like that. Several studies have shown that women:

Friday, August 12, 2022

T. Rowe Price Group Inc. (TROW) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of T. Rowe Price Group Inc. (TROW). Below are some highlights from the above linked analysis:

Company Description: T. Rowe Price Group Inc. (formerly T. Rowe Price Associates) operates one of the largest no-load mutual fund and life cycle fund complexes in the United States.

Tuesday, August 9, 2022

5 High-Yield REITs With Growing Dividends

U.S. REITs were created in 1960 by Congress as a way for all investors to have access to large-scale, income-producing real estate. To qualify as a REIT, the trust must comply with IRS rules. These rules include: 1) distributing annually as dividends at least 90% of its taxable income, 2) investing at least 75% of its total assets in real estate and 3) deriving at least 75% of gross income from real estate.

Friday, August 5, 2022

The Clorox Company (CLX) Dividend Stock Analysis

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

Company Description: The Clorox Company is a diversified producer of household cleaning, grocery and specialty food products is also a leading producer of natural personal care products.

Tuesday, August 2, 2022

22 Income Securities For A Well-Rounded Asset Allocation

I am a firm believer that asset allocation plays a significant part in a portfolio's long-term results. In the past, I was asked if you could have a diversified portfolio of dividend stocks and other income securities. It is an interesting question that deserves further examination.

Friday, July 29, 2022

Exxon Mobil Corporation (XOM) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Exxon Mobil Corporation (XOM). Below are some highlights from the above linked analysis:

Company Description: Exxon Mobil Corp., formed through the merger of Exxon and Mobil in late 1999, is the world's largest publicly owned integrated oil company.

Tuesday, July 26, 2022

My Top 3 Investing Mistakes

There are only few things in life that I consider myself an expert in, but when it comes to making investing mistakes I have earned several PhDs. We all have regrets when it comes to investing. If there were a place to go to get a do-over, we would all go there. However, there are some mistakes I never made because I saw others live the mistake before I made it. Here are three mistakes I have made, that maybe someone else can learn from...

Friday, July 22, 2022

Verizon Communications Inc. (VZ) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Verizon Communications Inc. (VZ). Below are some highlights from the above linked analysis:

Company Description: Verizon Communications Inc. is the largest U.S. wireless carrier, Verizon also offers wireline and broadband services primarily in the northeastern U.S.

Tuesday, July 19, 2022

5 Small/Mid-Cap Dividend Growth Stocks Answering The Call

I have set aside 20% in my asset allocation for small and mid-cap equities. Generally, smaller cap securities are more volatile, but often offer a higher rate of return over the long-term. Most of this allocation is covered by small cap mutual funds in my 401(k).

Friday, July 15, 2022

Nucor Corporation (NUE) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Nucor Corporation (NUE). Below are some highlights from the above linked analysis:

Company Description: Nucor Corporation is the largest minimill steelmaker in the U.S., Nucor has one of the most diverse product lines of any steelmaker in the Americas.

Tuesday, July 12, 2022

Free Cash Flow Payout vs. Dividend Payout

I am a firm believer in keeping things simple. However, you can simplify things to the point they no longer have value. In my opinion, a lot of the commonly used financial metrics can be very misleading unless you understand what is behind them. I would put EBIT, EBITDA and Dividend Payout in this category. As an investor in dividend growth stocks, I see Dividend Payout used a lot, so let's take a closer look at it.

Friday, July 8, 2022

Raytheon Technologies Corporation (RTX) Dividend Stock Analysis


Linked here is a detailed quantitative analysis of Raytheon Technologies Corporation (RTX). Below are some highlights from the above linked analysis:

Company Description: Raytheon Company, the world's fifth largest military contractor, specializes in making high-tech missiles, advanced radar systems and sensors, defense electronics, and missile-defense systems.

Tuesday, July 5, 2022

The Wit and Wisdom of Warren Buffett

As mentioned in previous articles, I love inspirational (and other) quotes. I see quotes as a portal to someone’s inner self. They reveal much about the person both good and bad. Read enough of a person’s quotes and you will get to know the person. Let’s spend some time getting to know Warren Buffett through his quotes.

Friday, July 1, 2022

Duke Energy (DUK) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Duke Energy (DUK). Below are some highlights from the above linked analysis:

Company Description: Duke Energy Corp. merged with Progress Energy in mid-2012, and is the largest electric power holding company in the U.S., serving more than 7 million customers in six states.

Tuesday, June 28, 2022

8 Dividend Stocks With The Right Stuff

What makes a good dividend growth stock? Every dividend growth investor is looking for a stock that will increase its dividend each and every year at a rate that makes the stock a better investment than fixed income alternatives. I have found that stocks that are able to do this share some common characteristics.

Friday, June 24, 2022

Abbvie Inc. (ABBV) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Abbvie Inc. (ABBV). Below are some highlights from the above linked analysis:

Company Description: Abbvie Inc. is a global research-based pharmaceuticals business that emerged as a separate entity following its spin-off from Abbott Laboratories at the start of 2013. AbbVie's key drug is Humira for rheumatoid arthritis.

Tuesday, June 21, 2022

6 Dividend Stocks Trading at a Double-Digit Discount

Getting a discount of 10%, 20% or even more is awesome. When it is on a big ticket item like a automobile, there are a lot of dollars to be saved and people have been known to drive great distances to receive the discount. Everyone loves a sale!

Well, maybe not everyone. When stocks go on sale it seems to depress a large number of market participants. However, for those of us that like buying stocks at a discount, a market pullback provides us a little relief.

Friday, June 17, 2022

AFLAC Incorporated (AFL) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of AFLAC Incorporated (AFL). Below are some highlights from the above linked analysis:

Company Description: Aflac Incorporated provides supplemental health and life insurance in Japan and the U.S. Products are marketed at work sites and help fill gaps in primary coverage.

Tuesday, June 14, 2022

Charlie Munger's 10 Rules for Investment Success


Charlie Munger, Warren Buffett's friend and partner, is quite an investor in his own right. Munger is vice chairman of Berkshire Hathaway and served as chairman of Wesco Financial Corporation from 1984 through 2011. He is also worked as the chairman of the Daily Journal Corporation, based in Los Angeles, California, and a director of Costco Wholesale Corporation. Munger's 10 Rules for Investment Success are detailed in his book Poor Charlie's Almanac. Here they are:

Friday, June 10, 2022

Digital Realty Trust, Inc (DLR) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Digital Realty Trust, Inc (DLR). Below are some highlights from the above linked analysis:

Company Description: Digital Realty Trust, Inc., a real estate investment trust (REIT), that owns, acquires, repositions and manages technology-related real estate.

Tuesday, June 7, 2022

Are You Creating Your Greatest Missed Opportunity?

When most people hear the phrase "missed opportunities" they tend to reflect on past events and what could have been. By nature I am forward looking, so "missed opportunities" for me is the present and the future. At some point in the future will we look back on our actions today and refer to them as our greatest missed opportunity? 

Friday, June 3, 2022

Apple Inc. (AAPL) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Apple Inc. (AAPL). Below are some highlights from the above linked analysis:

Company Description: Apple Inc. is a prominent provider of hardware including iPhone smartphones, iPad tablets, Mac computers, wearables and iPod digital media players.

Tuesday, May 31, 2022

Increasing Dividend Yield Part VII: Time

This is the seventh and final installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio's overall yield-on-cost. Last time we looked at Increasing Dividend Yield Part VI: Crypto Currency Earning. This week we are looking at Time.

Friday, May 27, 2022

Amgen, Inc. (AMGN) Dividend Stock Analysis

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

Company Description: Amgen Inc. is one of the world's leading biotech companies with major treatments for anemia, neutropenia, rheumatoid and psoriatic arthritis, psoriasis, cancer and osteoporosis.

Tuesday, May 24, 2022

5 Best U.S. Dividend Growth Stocks

In everything we do, we always want to be the best or be associated with the best. You never hear fans yelling, 'We're number 2, we're number 2', while holding two fingers in the air. The same is true when selecting dividend growth stocks.

This is an article that I started to write several times, but would always stop after getting mired in the details. My natural tendency is make every question an analytical exercise and solve it by modeling and crunching numbers.

Friday, May 20, 2022

3M Co. (MMM) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of 3M Company (MMM). Below are some highlights from the above linked analysis:

Company Description: 3M Co. provides enhanced product functionality in electronics, health care, industrial, consumer, office, telecommunications, safety & security and other markets via coatings, sealants, adhesives and other chemical additives.

Tuesday, May 17, 2022

Increasing Dividend Yield Part VI: Crypto Currency Earning

This is the sixth installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio's overall yield-on-cost. Last week we looked at Master Limited Partnerships (MLPs). This week we are looking at Crypto Currency Earning.

Friday, May 13, 2022

Automatic Data Processing Inc. (ADP) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Automatic Data Processing Inc. (ADP). Below are some highlights from the above linked analysis:

Company Description: Automatic Data Processing Inc., one of the world's largest independent computing services companies, provides a broad range of data processing services.

Tuesday, May 10, 2022

3 Low P/E Value-Stocks, Yielding 4% Or Higher

Before the internet and even before computers, critical financial information was printed daily in newspapers. Though many newspapers still print this information, most people find it easier (and faster) to get information on their stocks from financial websites. So back when financial information was a tedious and manual process what was considered relevant enough to warrant inclusion?

Friday, May 6, 2022

W.W. Grainger, Inc. (GWW) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of W.W. Grainger, Inc. (GWW). Below are some highlights from the above linked analysis:

Company Description: Grainger Inc. is the largest global distributor of industrial and commercial supplies, such as hand tools, electric motors, light bulbs and janitorial items.

Tuesday, May 3, 2022

Increasing Dividend Yield Part V: MLPs

This is the fifth installment in a multi-part series that looks at various options used by income investors to boost their yield while waiting for dividend growth to lift their portfolio's overall yield-on-cost. Last time we looked at Bonds. This week we are looking at Master Limited Partnerships (MLPs).

Friday, April 29, 2022

Walgreens Boots Alliance, Inc. (WBA) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Walgreens Boots Alliance, Inc. (WBA). Below are some highlights from the above linked analysis:

Company Description: Walgreens Boots Alliance, Inc. is the largest U.S. retail drug chain in terms of revenues, this company operates more than 8,000 drug stores throughout the U.S. and Puerto Rico.

Tuesday, April 26, 2022

How Much Money Will You Need To Retire?


How much money will you need before retiring? This obviously is very important question, but also a very difficult question to answer. There are many factors and assumptions that go into estimating the income that will be needed in retirement. With so many estimates and assumptions, there is a high probability the estimated number will be incorrect.

Friday, April 22, 2022

Air Products and Chemicals Inc. (APD) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Air Products and Chemicals Inc. (APD). Below are some highlights from the above linked analysis:

Company Description: Air Products and Chemicals Inc. is a major producer of industrial gases and electronics and specialty chemicals also has interests in environmental and energy-related businesses.

Tuesday, April 19, 2022

Seeding A Forest Of Dividend Growth Stocks

In the southern U.S. where I live, there has been some controversy over harvesting forests of hardwoods and reseeding them with pines. Valuable hardwood trees such as white and red oaks, cherry, ash, yellow poplar and black walnut require decades to reach financial maturity. The southern pine reaches financial maturity in a fraction of the time, but will not bring the same price as hardwoods. Growing hardwoods is very similar to investing in dividend growth stocks.

Friday, April 15, 2022

Waste Management, Inc. (WM) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Waste Management, Inc. (WM). Below are some highlights from the above linked analysis:

Company Description: Waste Management Inc. is the largest U.S. trash hauling/disposal concern.

Tuesday, April 12, 2022

Dividends Are Gold in a Down Market

In a down-market when many people are rushing to buy gold, I already have mine. No, not that kind, but something much better! A stable stream of dividend income from solid companies. While everyone else is panicked about their portfolio's decline, I see the downturn as an incredible buying opportunity.

Friday, April 8, 2022

Emerson Electric Co. (EMR) Dividend Stock Analysis

Linked here is a detailed quantitative analysis of Emerson Electric Co. (EMR). Below are some highlights from the above linked analysis:

Company Description: Emerson Electric Co. designs and supplies product technology, and delivers engineering services and solutions to a wide range of industrial, commercial and consumer markets around the world.