Deep Value Dividend Growth Portfolio: 2 New Companies Added Last Week
dividend hikes for most non-dividend focused … and thus shows up as a 0% gain. The good news is that due to our monthly additions to all stocks that remain active buy recommendations, the … Continue reading at seekingalpha.com
3 Top Dividend Stocks Whose Share Prices Could Still Explode In March
The housebuilder certainly impressed last month with news that "customer interest in [our] homes … though if you're seeking exceptional dividend growth many years into the future I believe it's also … Continue reading at forbes.com
FTSE 100 in seventh heaven as oil, miners gain; Ocado hits life high
UPDATE 2-FTSE 100 in seventh heaven as oil, miners gain; Ocado hits life high * FTSE 100 stretches winning streak to seven sessions * FTSE 250 up 0.3 pct * Oil, miners boost main index * Antofagasta … Continue reading at nasdaq.com
Introduction to Investing
Conservative group hosting Dunleavy fiscal policy events | Myrtle Beach Sun News
Dunleavy wants to give voters a say on new or higher taxes and replace an existing spending limit some see as too lax. The dividend measure is aimed at ensuring the dividend program is not changed … Continue reading at myrtlebeachonline.com
AIG Focused Dividend Strategy Fund
AIG Focused Dividend Strategy Fund is an open-end fund incorporated in the USA. The Fund seeks total return by employing a “buy and hold” strategy with thirty high dividend yielding equity securities … Continue reading at bloomberg.com
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Introduction to Investing
Uniti Group slashes dividend to
3 Reasons to Rebalance Your Retirement Portfolio Once A Year
A strong retirement portfolio needs two central elements: The first is the potential for reward, or upside: gains in stock prices, dividend payments, and interest paid, to name a few. The second … Continue reading at journaltimes.com.05; shares -4.9%
Uniti Group (NASDAQ:UNIT) has set its dividend at $ 0.05/share, a heavy cut from the previous $ 0.60 quarterly dividend. That dividend is payable April 15, to stockholders of record on April 1. Continue reading at seekingalpha.com
Microsoft Increases Its Dividend — What You Need to Know
As expected, software giant Microsoft (NASDAQ: MSFT) announced a dividend increase this week. The 9.5% increase in its quarterly payout extends a dividend history that dates back to 2003. While … Continue reading at finance.yahoo.com
Coca-Cola Raises Dividend as Kraft Heinz Cuts Way Back
Kraft Heinz slashed its dividend and Coca-Cola said it would increase its payout for the 57th straight year, capping a mixed week of news on the dividend front. On Thursday, Kraft Heinz (ticker: KHC) … Continue reading at barrons.com
Union Pacific Hikes Dividend by 10%, Unveils Buyback Plan
The plan, which takes effect from Apr 1, 2019, will expire on Mar 31, 2022. Also, the railroad operator raised its quarterly dividend by 10%. This is the fourth dividend hike by the company since … Continue reading at zacks.com
* Today’s video is about GE’s tanking stock price! It has completely plummeted and is down 87% over the last 18 years (comparing July, 2000 to November, 2018). Investors are concerned and perplexed by this stock. In fact, dividend growth investors are wondering whether they should buy, hold, or sell. In today’s video, I’m excited to share my personal stock analysis decision tree, providing a framework to help decide whether it makes sense to buy or sell!
First, I share some thoughts about GE and how they got to where there at now! (It really comes down to huge debt, poor acquisitions, and high operating costs.) In fact, GE recently cut their dividend to .01 per quarter, a trivial amount.
Dividend history already foretold a bad pattern for GE dividend investors:
12/2017: 0.12 (This was a big warning, a red flag)
Then, I transition into my decision tree process, a framework that takes emotion out of the equation. My decision tree allows investors to objectively look at stocks that are falling in price, making logical decisions on how to proceed.
I always like to write out my decision tree. It’s a great time to journal. Here are the specific questions covered into today’s video:
1) What type of investor am I? Dividend, deep value, contrarian, growth, etc. Today’s decision tree is for long-term dividend investors. While GE may be very interesting for deep value, the criteria for a dividend investor is different. I invest for cash flow, for the dividend income!
2) Is the dividend cut temporary or permanent? How long am I willing to wait? Depends on when I want to retire and use my cash flow. What kind of yield on cost would I even see? Dividend investing is about predictable (and growing) cash flow.
3) Why did I buy it? Do I really understand it and have conviction? Or, did I buy on emotion and what the pundits said? GE is a very confusing company. If I don’t understand the company, I don’t want to own it.
4) Have the fundamentals substantially changed since I purchased?
5) Do I want to hold this company for the long-term or forever? I don’t want to hold companies that I don’t want to keep forever. I like to buy and hold forever. If I don’t, I like to consider selling.
6) Do I feel good about this company? Does it motivate me to keep me pressing forward?
7) Given where the stock is right now, can I achieve a better yield on cost elsewhere? Sometimes, it’s easier to cut the loss and place capital in a better opportunity stock.
8) Could I utilize the capital loss for tax purposes? Up to write off up to ,000 capital loss per year. (Also can cancel out gains, although not as applicable to dividend investors.)
I’m on Instagram (I'm @ianlopuch). Please make sure to reach out:
Here’s my original GE investing analysis:
Sometimes, deep value investing and dividend investing coincide:
I find an investing journal to be really helpful:
I have made my fair share of investing mistakes. Here are my top 5:
Here are my top 10 favorite dividend growth stocks of all time:
Here are my thoughts on taxes for dividend growth investors:
Here’s my BP stock investing video (I personally own this dividend stock):
Disclosure: I am long BP (BP) and 3M (MMM). I own these stocks in my stock portfolio.
Disclaimer: I’m not a licensed investment advisor, and PPC Ian videos, Excel files, and content are just for entertainment and fun. PPC Ian videos, Excel files, and content are NOT investment advice. Also, I’m not a tax advisor and PPC Ian videos, Excel files, and content are NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions.
All PPC Ian videos, Excel files, and other content are (c) Copyright IJL Productions LLC.
Introduction to Investing