Saturday, October 20, 2012

Weekly Roundup - October 20, 2012

Time keeps on rolling by as another week has gone.  I only made one purchase this week and pretty much exhausted my cash for the time being by adding to my recently initiated position in KMI.  Now on to the links.

Blue-Chip Dividend Aristocrats - There is a Lot of Value in this Market: Part 4 - A great article on Seeking Alpha by Chuck Carnevale.  This article should be standard reading for anyone interested in DGI.  He focuses on valuing some well known dividend growth stocks and whether they are under, fairly or overvalued.  

Savings Money is like Losing Weight - Dividend Mantra had a great post discussing how saving isn't a quick process and requires determination and focus to achieve your goals.



New Purchase - Lockheed Martin (LMT) - All About Interest compared the big players in the defense sector and decided to purchase some Lockheed Martin.

Dividend Growth Analysis: Rate versus Length of Streak - Dividend Growth Machine posted to Seeking Alpha again, this time discussing the relationship between the length of a dividend growth streak and the dividend growth rate itself.  Some of his findings are quite promising for DG investors.

Lucky Thirteen - Death to the Full Time Job looked back on his last 13 years of working with his current employer and the struggles along the way and progress that he's made.

Watchlist (October 18,2012) - FI Fighter updated his watchlist despite not planning to make any more purchases this month.  This is something that all investors should do because you never know when a company will drop a quick 5% to reach your entry point.

Dividend Champions - 19 Increases Expected by December 31 - This is an article by David Fish that was posted on Seeking Alpha.  Usually once a month he updates the list of companies from his CCC list that are due for a dividend increase based on their last increase.  I currently hold Emerson Electric and Archer Daniels Midland and am waiting to hear the news of what the raises will be.



8 comments:

  1. Nice roundup and thanks for the mention. Have a good weekend!

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    1. DGM,

      I really liked your article about DGR vs length of streak. As expected the DGR decreases as the length increases, but the fact that it levels out around the 7-8% mark is very encouraging. I can do well with 7-8% raises every year.

      Thanks for stopping by!

      Delete
  2. Thanks for the mention! That watchlist has been effectively rendered useless with the latest drop in the market on Friday. I'm going to put together a new one next week.

    I think MCD is one in particular that a lot of dividend investors are watching closely.

    Best wishes!

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    1. I know what you mean. I need to get my watchlist updated today since I now have about $1600 free plus another $5-6k on the way that should hit my brokerage account next week. MCD is definitely one that I'm looking to add to. Have a good weekend.

      Thanks for stopping by!

      Delete
  3. PIP,

    Thanks for including me in your roundup! Much appreciated.

    That's awesome that you have that much capital to use next week. Happy hunting!

    Best wishes.

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    Replies
    1. No problem DM.

      I'm hoping we can start the week off with some more pullback. I'm pretty much cash-flowing my savings from next month with this month's savings by using my emergency fund as a float fund. I just hope I don't burn through it too quick because then I'll be stuck waiting until my paycheck on 11/15 goes through.

      Thanks for stopping by!

      Delete
  4. I am a big fan of the Dividend Champion list...I use that as the start of my watch list. Figure if the equity can increase the dividends most of my lifetime it is more unlikely that they bail on the strategy now

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    1. It's definitely a great place to start investing for anyone. I usually start with the CCC list and focus on the champions and challengers tabs to start my research on companies.

      Thanks for stopping by!

      Delete