Today I wanted to dive into a piece of my analysis that I constantly have been using, such as for TGT, AFL and MAT, where this is something that currently is not included in our dividend stock screener page. You have seen the trend of my posts have 1 other piece that I evaluate – the current year vs the 5 year dividend yield average for that company. Today… I will show why. Continue reading
Category Archives: Investing Topics
10 Stocks on My July Watch List
Having an established Watch List is critical for investors. It will help a potential investor identify when a company, that they have performed research over and determined that they would one day like to buy at a reduced price, becomes more affordable. Interestingly, even though I know about the importance of a Watch List, I still have not created one to date. This was brought to my attention recently by Henry at Living At Home when he asked me if I had any other stocks on my radar. I couldn’t believe it, but I did not have an answer. Now, it is time for me to put together a list of stocks to monitor going forward. Here are ten stocks I am adding to my July Watch List.
Expected July Dividend Increases
Hey everyone. It’s that time again, to guess which companies will announce a Dividend Increase! As a dividend growth investor, I enjoy seeing which companies increase their dividend and attempting to guess the announced increase. As we approach the final business week of the month, we will project which Dividend Aristocrats will announce a dividend increase in July based on their dividend history.
Maximizing your Roth for 10 Years… Then Set It & Forget It!
Now I know I am one to fully dive into research, use calculators and figure out the, hopefully, most efficient and effective way to get to a goal. Today I want to show you that if you maximize your Roth IRA contributions, currently at $5,500 per year, you can do so for 10 years and then all of a sudden you can STOP contributing… Yes – STOP placing more funds into your personal Roth IRA. This is the “set it and forget it” model and I will show that through dividend reinvestment and a conservative market return allows you to no longer need to really contribute after 10 years, as you’ll have quite a “hefty” nest egg and will be able to use the $5,500+ on other investments – like your individual-taxed stock portfolio. Read more to discover the benefit of maximizing your Roth IRA. Continue reading
A Best Buy Tale: Lessons Learned from My Largest Loss
“Failure is simply the opportunity to begin again, this time more intelligently.” – Henry Ford
“Failure is a part of success.” – Hank Aaron
A little over a year ago I sold my stake in my biggest nightmare investment and realized my largest loss to date, Best Buy (Ticker: BBY). No one ever likes to receive less cash than they invested. But you know what, it happens. What’s important are the lessons you learn from the experience and how you can prevent the situation going forward. This article will share my BBY tale and the lessons I learned from this losing experience.
7 Easy Ways to Save $773,000
As investor and other like-minded individuals, we find it is not so much how much money you make, but how much money you save that will further assist in your investing and financial freedom goals. Today we share 7 of our favorite ways to save, to which we will break each one down. We will find how much you can save on a monthly/annual basis, as well as how much those extra funds can be worth further down the road. Life is great when you can dissect your expenditures and figure out new ways to save and open up more cash to invest!
Expected June Dividend Increases
As dividend followers, we love companies that raise their dividend on an annual basis. Lanny and I often find ourselves having side bets about how much a company will raise their dividend to see which one of us will get closer. Of course it is all fun and games, but it emphasizes the importance of investing in a company that will continue to grow their dividend as a flat dividend or a dividend increase less than inflation will decrease your future purchasing power. Using the Wikipedia definition of a Dividend Aristocrat (25 years of dividend increases), we projected which aristocrat will declare a dividend increase in June. Remember, we cannot guarantee that the dividend will be increased in this month, but we wanted to use the timing of historical dividend increases to project which aristocrats will declare an increase in the upcoming month.
Bad news, after accumulating the list we realized Aristocrats do not typically raise their dividend in June. We predict only the following companies will announce an increase next month:
The Target increase should be the most interesting of the three in lieu of the recent pullback in the stock price. I am looking forward to see what action they take. Hopefully all three of the companies will continue their historical trend and increase their dividend.
~Bert
See which companies increased their dividend in May