The holidays are coming to a close and we are now officially setting out sights on 2020. One December tradition remains in tact, unfortunately. The Browns fired their head coach. One of these days, the team will find the right coach to lead this team to its first Super Bowl. But we will once again have to continue our search elsewhere! I am off topic. The real reason we are here are to learn about the expected dividend increases in January. Let’s dive in.
This article should be interesting. The stock market is just crushing it and there is just not much room for opportunity. You can reach for value, but are you reaching for true value or are you reaching at a poor company that has, what appears to be, strong dividend metrics? I thought to rewind the tape back and really take a hard look at the Dividend Aristocrats. You know, those companies that increase their dividend EVERY YEAR for at least 25 years+? Yes, that is who I am talking about. Therefore, I peeled back the curtain on the top 10 yielding dividend aristocrats out there, seeing their performance and hey – maybe even find some value.
Wow. I had to take a second to stop when I typed the title of this article out. I cannot believe it is already 2019. Time continues to fly by and before I know it, I’ll be turning 30 in July. 2018 was such an incredible year for dividend investing and it was unique to watch from a investor’s perspective. We started with the incredible surprise dividend increases at the beginning of the year and ended with a turbulent market (to say the least). Lanny and I were talking about it, but I can’t remember the last time there were so many wild swings on daily basis. But as always, we are prepared and ready to take a methodological approach to investing. I’m starting to ramble, so let’s get back to the task at hand. Each month, we do our best to highlight as many companies that are expected to announce a dividend increase that month. Since we love dividend increases and follow them so closely, we love trying to share the news with you! Here is our listing of expected dividend increases in January 2019!
The market has been beating down consumer staple stocks lately, which shouldn’t exactly be a surprise to my fellow dividend growth investors. Lanny detailed this trend last month in his infamous “Battle of the Consumer Staple Stocks,“ ultimately showing how some of the best consumer staple stocks are trading at a nice discount. The trend has still continued to this day, which is great because I love consumer staple stocks. This was probably evidenced by the fact that I purchased P&G twice in April! I’m back on the lookout for another purchase as I have some capital to deploy. With the introduction I have written, it shouldn’t be a surprise, but my watch list is going to be heavily focused in consumer staples sector. Let’s check out the four companies on my May Dividend Stock Watch List.
The market is actually down now, year-to-date. Luckily, it’s not just one company here or there, that is bringing the whole ship south. Instead, there are a vast number of companies that are seeing their price movements turn downward, unlocking value in the market place. As dividend investors, this is news that we all love to see. When there are macro-events in the economy, such as tariffs, trade wars, interest rate movements and technology enhancements – this usually leads me to go into one direction, when evaluating what dividend stock to buy. The industry that has shown signs of value, for the price, is the consumer industry! I want to do a comparison of a few stocks within that industry.
Lanny said it best, the post election stock market has been crazy. A lot of industries that have been trading at a discount, financials and REITs for example, have soared while other stocks that have traded at highs over the years are approaching buy-able levels again. Recently, I was able to knock out one of my 2016 investing goals by crossing $3,250 in projected dividend income; now, I have another goal in sight….investing at least $20,000 in “New Capital” into the market. I’m ready to keep the pedal to the metal and take advantage of some more opportunities that Mr. Market has presented us. Time to check out my November Dividend Stock Watch List!
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.