Bert’s March Dividend Income

The first quarter is officially in the books and we have completed one dividend cycle for the majority of companies.  2015 has started off with a bang for me, recording record dividend growth rates in the first two months (190%  in January and 79% in February), as my portfolio has grown exponentially since the same time last year.   I know that rate is not sustainable and surely will decrease to a lower amount – however, my monthly income will continue to grow nonetheless!  After all, the amount of capital needed to sustain a 190% monthly dividend growth rate would be insane!  But I am not complaining, I am blessed to be in the position I am in and am happy that I have joined this community that pushes each one of us to continue to grow our income, whether that be 1% or 1400%.  It is even easier to push yourself when you have a a friend like Lanny who is killing it in terms of dividend income, as he nearly eclipsed $800 in March.  What better motivation is there than watching the success of one of your best friends?  With that being said, let’s take a look at the dividend income that I received in March!

dividend income

Continue reading

Bert’s Recent Purchases – PM and CVX

Lanny isn’t the only one to purchase stock recently, as I re-upped a stake in one position and initiated a new position in another.   Both transactions have occurred over the last couple of weeks and added a nice sum of dividend income to my portfolio.   This month has been crazy for me and has been one of my highest frequency trading months since I started investing a few years ago.  Let’s see which companies I added!

Continue reading

Expected Dividend Increases in April

One quarter is almost in the books.  Lanny and I had quite the active month and added some nice dividend income to our portfolios, as Lanny purchased CAT (twice) and HCP and swapped LO for PM last week while I added four new stocks to my portfolio and re-upped my position in one tobacco stock (I’m not spoiling the surprise completely).   As I said, a crazy month for us.  While we were active and many companies paid dividends in March, it was a relatively quiet for Dividend Aristocrats as only a few were set to announce increases last month.  Will that change in April?  Did  the companies follow through with their expected dividend increases last month?  Let’s find out!

Continue reading

Lanny’s Recent Purchase – Re-Up in CAT

This has been a great month for dividends and dividend investing I feel.  There are quite a few nice stocks going on sale temporarily and if you like the company in a fundamentally sound way and they fit your criteria – then make a decision to investor or not… that is if you have the capital.  The month of March has been the busiest month so far for me in terms of contributions or capital going into my account – that is when you add my purchases, my dividends being reinvested, as well as my automatic 401k contributions.  A stock that I recently purchased earlier this month, in my eyes, went further on sale and I thought – if I liked it then, I like it even more now.  Move out of the way, as I am bulldozing for more Caterpillar (CAT)!

Continue reading

Archer-Daniels Midland (ADM) Stock Anaylsis

It has been a while since we performed our last stock analysis, when we reviewed Philip Morris International.  This seemed to be beneficial for us, as Lanny purchased a large amount of shares last week; Recently I have been keeping a close eye over a stock that is down almost 9% YTD and would represent a new industry in my portfolio. While it appears to be undervalued, it is time to perform a detailed stock analysis over Archer-Daniels Midland to see how it stacks up in our dividend stock screener!

ADMlogo2

Continue reading

My Cigarette Problem

Okay – I am sure the title fools you, but I thought it may be clever to have one think – what are Bert and Lanny up to now?  Are they okay?  Yes – we are okay and no – we do not have a physical Cigarette problem.  It comes down to the fact that I (Lanny) own both Lorillard (LO) and Phillip Morris (PM).  I have had a discussion with Bert on the right plan of attack with holding Lorillard and PM looking at a very low price point/strong valuation.  Here is the cigarette problem I am facing.

Continue reading

Bert’s Dividend Income Summary – February

February has flown by!  The 28 days came and left before I knew it.  With work hitting its peak, I was scraping to find time to track my portfolio and dividend income.  But don’t worry, there is always time to monitor your portfolio and keep a close eye on your progress.  With another month behind us, it is time to see take a look at my dividend income summary for the month.

dividend income

Continue reading