Recent Blog Posts
Exclusive New Features to Dividend Geek Members
Good news for Dividend Geek members! When you are logged into your account you can now access Dividend Geek’s trades and portfolio information, two new features located under the ‘Member’ button on the menu bar. Dividend Geek Trades The new ‘Dividend Geek Trades’ feature allow you access my latest trades and current open orders in real-time […]
ROE Added to Watchlist
Updates All of the data values on the homepage watchlist have been updated. This includes David Fish’s monthly update of the Dividend Champions spreadsheet data, and the Morningstar fair values estimates. Qualcomm (QCOM) had the highest fair value estimate increase from $68 to $75 per share. Simon Property Group (SPG) had the largest drop in […]
New ETF DGR Spreadsheet
On June 24 2016 I purchased 125 shares of SCHD (Schwab US Dividend Equity ETF). Prior to the purchase I had been investigating low cost ETF’s (Exchange Traded Funds) that closely matched my dividend growth stock investing methodology. During my search I discovered SCHD and not long after my interest in buying SCHD, the BREXIT […]
Watchlist Update and Additions
The Dividend Geek Watchlist has been fully updated based on David Fish’s latest end of March updates to his list of dividend champions, challengers and contenders. Also, all of the latest fair values estimates have been updated. I did some research and found four new dividend growth stocks to add to the Dividend Geek Watchlist, […]
Upgraded Watchlist
I made some major improvements and updates to the Dividend Geek Watchlist. I hope they benefit you as much as they have helped me! The most noticeable is that I combined the Champions & Contenders list and the Challengers list into one single list called (you guessed it) the ‘Champions, Contenders & Challengers’ watchlist. I […]
What does Trump, OPEC and the Fed have in common?
They are all market drivers that are currently causing major sector rotation. The various market sectors of the economy rotate in and out of favor throughout the business cycle. Here are some of my thoughts on the matter, I’m not 100% sure this is accurate and most likely not the whole picture, but this is […]
Updated fair value estimates and dividend raises!
The fair value estimates for the Challengers Watchlist has been updated. There were three increases and three decreases since they were last updated, as follows: Fair Value Increases BA from $141 to $151 IR from $70 to $71 UPS from $103 to $105 Fair Value Decreases PAYX from $48 to $45 PFE from $38 to $37 WHR […]
18 Core Dividend Growth Stocks to Strengthen Your Portfolio
Dividend growth investing by its nature is a conservative long-term investing methodology. But, with all of the recent uncertainty in the world (maybe this election cycle is getting to me) I have felt the need to bolster my portfolio with additional strength. I decided to review the companies listed in my current prospective dividend growth […]
Hershey buy out bid and other fair value estimates
This week Mondelez (MDLZ), the international company know for its Cadbury chocolate, made a $23 Million takeover bid for Hershey (HSY), which came to $107 per share of Hershey stock. Prior to the bid announcement, Hershey had been trading below Moringstar’s fair value estimate of $103 in the $90-$98 range for the past five months. […]
Fair Value Increases and Retailers take a hit
Here’s a quick update on changes in fair values… The following four companies that we follow had their fair value increased recently by Morningstar. Medtronics in the healthcare sector having the best percentage jump of 9.2% from $76 to $83 per share. CLX from $114 to $115 COST from $140 to $143 LOW from $81 […]