Good old Mr. Market. It has been an interesting last week plus, given the overall market condition lately. Greece did not make their debt payment and it felt like the whole stock world shook from the news, as well as other macro events. Thought I do enjoy seeing what is happening from this level, I enjoy it even more when my favorite dividend stocks become discounted throughout the process, yes, yes, even European and Oil companies included. With that said there have been more stocks that have Continue reading
Bert’s Quarterly Goals Review – Q2 2015
My goodness, we are halfway through 2015 and man has it been a fun ride. The second quarter was a lot of fun and I felt like the market presented some great opportunities for dividend investors to take advantage of, whether the market had a general pullback from fundamentals or due to the most-recent saga in the everlasting Greek saga. With all the purchases we had, I moved that much closer to accomplishing my goals in 2015 and I closed the gap on some of my largest, most difficult goals. Now that the quarter is over, I wanted to take some time to review my progress and see where I stand and if any adjustments need to be made before it is too late.
Bert’s June Dividend Income Summary
June is coming to a close and you know what that means….we are officially halfway through 2015! That’s right, our year is nearly 50% completed. Are you kidding me?? It seems like just yesterday that I was writing my 2015 goals article and trying to scheme about how I am going to knock these goals off. This month is one of my favorite dividend months as most of my portfolio pays out in third month of the quarter, so this is always one of my favorite articles to write! Let’s see how I performed in June and if I was able to knock of Lanny, who had one heck of a month as well racking up nearly $850 in dividend income!
Lanny’s June Dividend Income
6 months have passed! It’s now a quarter end as well, giving us another homerun of a month for Dividend Income. Also, as summer just turned the page to begin, let’s see if brighter sun and warmer weather also aligned with a blockbuster of a month for dividend income!
My Greece Strategy
There have been a lot of major news stories over the last week covering topics ranging from social to financial issues. It seems like every day there was some new development that had major implication, which is a great fit for our 24 hour news cycles. The one story that has a substantial impact on us dividend growth investors is the continuing saga in Greece. Once again, we find ourselves staring a default, departure from the European Union, etc., in the face and worst of all at any second a decision could be made that could send shock waves through the financial markets. It finally hit me, I didn’t have a plan to capitalize on a potential downturn in the market. But that all changes now.
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Edgewell Personal Care Company (EPC): A Dividend Focused Spin-off Coming
Over the past few days, I stumbled on an interesting stock that I wanted to share with the community. While I haven’t shared this habit of mine with the dividend investing community in a long time, I have always monitored spin-offs to try to find potential new dividend stocks that are getting ready to (or have recently) hit the market. This strategy has worked well for me in the past, as I stumbled on the fact that Kraft was going to be a dividend paying stock and was lucky enough to catch the company prior to their build up (which occurred long before the announced Heinz-Merger). So why am I bringing this up? Well, beginning July 1, a dividend focused spin-off is getting ready to hit the open market and man has it caught my attention. I wanted to take some time to introduce you to the newly formed Edgewell Personal Care Company.

Running on Thin Ice
Running on thin ice – you know exactly what this post is about everyone? I know, very ambiguous and disguise-like, but it’s how I’ve been running over the last 5-6 months. This year has had many events, opportunities and actions that has had me running on thin ice, but for some reason – it’s becoming less and less “scary”. What do I even mean about running on thin ice, one may be asking? One slight cue – it deals with cash. And not simply just cash but… Continue reading


