Why I Compare Current Dividend Yield to 5 Year Average

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

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.

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Mattel (MAT) Stock Analysis

Do you know what Hot Wheels, Matchbox Cars, Barbie, Polly Pocket and American Girl have in common?  They are all owned by a company called Mattel (MAT) and I am here to dive into this playful stock to see what bin of hopefully positive findings come from it.  They are one of the world’s most renowned toy products seller and their portfolio is very expansive.  Let’s take a look…

mattel-black-friday-sale1

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Kraft Stock Analysis

Kraft Foods Group (KRFT) is one of the smaller holdings in my portfolio.  I purchased my initial position in the company several months after the spin-off.  A year and a half later, I wanted to perform an updated stock to assess whether I should maintain my current position or purchase additional shares.  It was time to run Kraft through the Dividend Diplomats Stock Screener!

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Bert’s June Investment Report

We have now reached and crossed over the halfway mark of 2014.  I can’t believe it!  Time flies by and I feel like you seem to lose track of time as you go through the motions of adulthood.   With that in mind,  it is time once again to assess how my portfolio performed during the month of June and to revisit the goals that I set for myself at the beginning of the year. Continue reading

Crossing the $100K Mark

Hey everyone!  This week has been another wild week in the market.  Some stocks were hitting ultimately highs again and some were hitting lows.  Whichever the direction Mr. Market takes, I wanted to take time to write a post about the crossing of a major plateau if you will – the $100,000 portfolio value mark.  This journey has been bittersweet as I take time to reflect that number and will share with you my thoughts…  Continue reading