Dividend Investment Portfolio

//Dividend Investment Portfolio

I attempt to screen and purchase undervalued dividend growth stocks. These companies have increased their dividend for at least 15 years and have a lower than average price to earnings (PE) ratio, a higher operating margin, a low price to book, a reasonable dividend yield and payout ratio.  This is easily my favorite part of my financial empire.

Treating my Favorite Investment Account Like a Business

When I was doing a review of my 2018 Goals and Objectives last week I noticed a glaring failure on my part.  When I was creating my goals and objective for 2018, I remember specifically thinking that I wanted to treat my dividend account more like a business.  The account is not (yet) large in terms of my net worth, but I really believe I can turn it into a future income stream. To me, "treating it like a business," would mean increased record keeping and transparency (even if that is just to myself and my tens of readers).  Record keeping and [...]

By |2018-07-11T22:41:19+00:00July 11th, 2018|Dividend Investment Portfolio|0 Comments
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Undervalued Dividend Growth Stock Watch List June 2018

After finishing The Acquirer's Multiple book by Tobias Carlisle, I decided that I wanted to give the valuation method a chance.  It takes a bit of a different spin on valuation than what I had been used to.  It moves away from using price as a cornerstone (i.e. does not look at price to earnings, price to book, price to etc.) and takes a look at balance sheet and earnings.  It seemed like a very interesting take on the same desire to buy a $1 for .50 cents.  After some research I figured out that running the screen for the Acquirer's Multiple [...]

By |2018-07-16T15:19:02+00:00June 19th, 2018|Dividend Investment Portfolio|1 Comment
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Undervalued Dividend Growth Watch List May 2018

As I highlighted in my last post, I have taken a new approach to finding undervalued dividend stocks for the next few months.  I am going to rely on the Aquirer's Multiple technique to find undervalued US listed stocks and then I am going to cross reference those companies with those companies that have increased their dividend for over 20 years to come up with the watch list for this month (and the months going forward). What is the Aquirer's Multiple? The Aquirer's Multiple is a valuation method that attempts to find attractively priced companies that may be considered for take over.  [...]

By |2018-06-05T16:39:03+00:00May 18th, 2018|Dividend Investment Portfolio|3 Comments
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Creating My New Undervalued Dividend Growth Screen

About 6 months ago I came to the realization that, I do not know what makes a stock 'undervalued' nor do I believe most people do either.  If there was one fool proof method then no other methods would exist!  Instead, I decided to make the conscious choice to apply a different method every 6 or 7 methods and adjust accordingly.  Well as fate would have it about 2 or 3 weeks before it was about time to take a left turn on the valuation method I was using, I was listening to a podcast that I absolutely love called the investor's podcast.  On [...]

By |2018-06-19T20:36:34+00:00May 15th, 2018|Dividend Investment Portfolio|0 Comments
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April 2018 Dividend Growth Undervalued Watch List

Every month I apply certain screening metrics, defined below, to sift through those companies that have increased their dividend for at least 20 years.  The screening metrics will change every 6 months, since I am not convinced that I have a fool proof way to determine when a company’s stock price is undervalued. Thoughts before the screen:  With volatility creeping back in vogue, I am not entirely sure what to expect in terms of an outcome.  My hope is that some of that volatility has spilled into some of these long term dividend paying companies.  Maybe, an unloved sector provides me with [...]

By |2018-06-11T20:59:32+00:00April 17th, 2018|Dividend Investment Portfolio|4 Comments
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