March 2017 Dividend Growth Watchlist


Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
AmTrust Financial Services Inc.
AFSI
Financial Services
11
2.96
Financials
29.31
Williams-Sonoma Inc.
WSM
Retail-Home Products
11
3.05
Consumer Discretionary
44.18
Donegal Group Inc. A
DGICA
Insurance
14
3.31
Financials
48.25
Span-America Medical Systems
SPAN
Medical Equipment
18
3.02
Health Care
43.54
Old Republic International
ORI
Insurance
36
3.67
Financials
47.50
Cracker Barrel Old Country
CBRL
Restaurants
14
2.86
Consumer Discretionary
55.09
Qualcomm Inc.
QCOM
Telecomm Equipment
14
3.75
Information Tech
64.63
T. Rowe Price Group
TROW
Financial Services
31
3.20
Financials
47.80
Brinker International
EAT
Restaurants
12
3.22
Consumer Discretionary
42.24
Target Corp.
TGT
Retail-Discount
49
4.08
Consumer Discretionary
44.04

AmTrust (AFSI) joins the watchlist this month as it is being punished by late filings (although the article says they are not late).  The headline is:
AmTrust Financial (AFSI) Credit Outlook Revised to Negative, Affirms Credit Rating


This has pushed the dividend yield up to near my screen of 3% so I have included it in this month's list of dividend growers.  We will see if the revision affects any earnings reports and go from there.  I get that accounting for some of these big companies is complex however not sure if I would put my money in one if they lied about it (mistakes are acceptable though).

Regarding Williams-Sonoma (WSM).  It has been on my screen in the past however I haven't taken the plunge.  The price has actually gone up over the past month so not sure if I will dip in to it.  There is not much in the news other than the company has potential and its options look good.

 

SPAN-America Medical Systems (SPAN) is starting to worry me.  There was no increase in the latest dividend announcement and as you can see in the chart above it is red.  This means that the last dividend increase is more than a year ago.  Looking back it was in August of 2015.  So that is now 7 quarters of no dividend increases.  Ug and I just bought them this year.

Qualcomm (QCOM) continues to be punished by lawsuits like Apples against them.  It is still rated as a buy by most analysts so I will keep my eye on it.

I still like Target and close past number 10 were other former watchlisters like GAP and Best Buy.  They are all having a tough time figuring out what to do with their online presence (and Amazon).

Let me know what you think about AMTrust.

Happy investing,

Dividend Family Guy

Comments

Post a Comment

Popular posts from this blog

Will Dividends Teach My Kids to Work Hard?

After reading an article about education and learning from Mr. Money Mustache last week I starting thinking about my kids and their upbringing vs. how I was raised.  There was lots of discipline but also a tremendous amount of freedom.  That combined with loving parents taught me many lessons in life that I believe have led me to a great career and the joy of raising a large family.  The one thing that worries me the most is a fear that my children do not value gifts or money they receive as much as I did as a child. As a child I remember talking with my sister days before my birthday.  We share the same birthday one year apart.  We would spend the time talking excitedly about what we might get for our birthday.  Gifts were usually only on birthdays or major holidays.  Easter baskets filled with candy, or presents on Christmas or birthdays. Growing up with one TV that didn’t get the best reception left us with plenty of time to day drea...
Read more

What to write about when you have no money to invest?

Image
Without any money to invest from January all I could do is screen and learn about some new stocks that came up this month.  It is my hope still to save enough where I can actually invest on a regular basis again.  Part of me wants to start using loyal3 or computershare.com .  Buy for free and sell for free on Loyal3 or for a fee on Computershare.  That way I can continue to invest in some of the strong dividend payers these companies allow you to buy.  The other part wants simplicity and is willing to pay the fee to keep all my money in one place with one tax document.   The third part just reminded me my goal is to first rebuild an emergency fund.  That part is such a downer and is no fun.  The fourth part is my wife who wants me to put any free money into home improvements.  I avoid that conversation at all costs.   The house will hold up and last longer than me.  My time is what I want not a nicer house. I cou...
Read more

The Cost of A Vacation for Six

Image
All investing and no fun can lead to a happy me but a not so happy family .  I am the only one who actually doesn't mind managing the finances and money matters in my family.  The kids are slowly learning and my wife leaves it to me since I use my computer and online services.  Both systems work but my system allows me to get things done faster and produce reports I enjoy studying. Here is the breakdown of our 7 night trip to the beach and a 2 day visit with my brother: Lodging $1,966 This was the largest expense.  We stayed at hotels during the trip there and while visiting my brother.  Luckily we have a relative that works at a major hotel chain and is able to pass a discount on to us.  The remainder of it which was the big chunk was the condo on the beach that we stayed at.   I found it as one of the deals on Kayak.com .  Overall the site was easy to use and compare different places.  Unfortunately I should have listened to ...
Read more

Investment Disclaimer

This webpage is provided for general information only and nothing contained in the material constitutes a recommendation for the purchase or sale of any security. If you have any questions please feel free to contact me at dividendfamilyguy at gmail dot com.