June 2017 Dividend Growth Watchlist

Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
AmTrust Financial Services Inc.
AFSI
Financial Services
11
5.18
Financials
41.21
Lazard Limited
LAZ
Financial Services
10
3.69
Financials
50.77
Finish Line Inc. (The)
FINL
Retail-Apparel
10
3.12
Consumer Discretionary
51.76
Williams-Sonoma Inc.
WSM
Retail-Home Products
12
3.21
Consumer Discretionary
45.35
Archer Daniels Midland
ADM
Agriculture
42
3.08
Consumer Staples
54.01
Donegal Group Inc. A
DGICA
Insurance
15
3.57
Financials
63.64
T. Rowe Price Group
TROW
Financial Services
31
3.24
Financials
44.53
Old Republic International
ORI
Insurance
36
3.84
Financials
49.03
Cracker Barrel Old Country
CBRL
Restaurants
15
2.88
Consumer Discretionary
58.11
Brinker International
EAT
Restaurants
12
3.47
Consumer Discretionary
44.30

Using the Dividend Family Guy Stock Screen and David Fish's most excellent spreadsheet I have put together this month's watchlist.

Newcomers to the list include Finish Line - FINL (Shoes/Apparal).  Several others that have been off and on the list like my favorite Archer Daniels Midland - ADM (food anyone?) are back.  The discretionary sector is my least favorite because many of these companies do well when times are well.  I consider this to be a good time in the market so why then are 4 out of my top 10 in this sector.  I can only guess the mega monsters Amazon and Walmart are hurting everyone else.  There was a 13D filing for FINL as Sports Direct International plc now has a 17.4% ownership stake of the company.  Maybe that has scared away investors and drivin the stats down to where it now looks like a good deal.

If you have been following my watchlist you will notice that Span-America Medical Systems is off the list.  The stock took off as a merger with Savaria Inc. is in progress.  They are asking all shareholders to tender their shares for $29.00 per share.  That explains allot regarding no dividend hike last calendar year.  Since they were on my watchlist I did end up purchasing them a few months back.  The stock has close to doubled now so I have to figure out what to do.


Watchlist #11-20 in case you want more!
Gap Inc.
GPS
Retail-Clothing
12
4.09
Consumer Discretionary
53.18
Altria Group Inc.
MO
Tobacco
47
3.23
Consumer Staples
32.97
VF Corp.
VFC
Apparel
44
3.12
Consumer Discretionary
62.22
Tanger Factory Outlet Centers
SKT
REIT-Outlet Stores
24
5.26
REITs
69.90
Weyco Group Inc.
WEYS
Footwear
36
3.22
Consumer Discretionary
57.89
Cincinnati Financial
CINF
Insurance
57
2.85
Financials
55.10
Target Corp.
TGT
Retail-Discount
49
4.35
Consumer Discretionary
50.00
National Healthcare Corp.
NHC
Healthcare Facilities
14
2.80
Health Care
58.90
Fastenal Company
FAST
Building Materials
18
2.97
Industrials
72.73
Genuine Parts Co.
GPC
Auto Parts
61
2.92
Consumer Discretionary
58.44

Overall my watchlists have been about avergage (keeping up with the S&P 500.)  Last year was still a great year as the returns all double digit.  Being a dividend growth investing the price really doesn’t matter to me but it is a nice thing to know you got a deal.
 

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.