August 2017 Dividend Growth Watchlist

Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
+/-% vs. Graham
AmTrust Financial Services Inc.
AFSI
Financial Services
11
4.25
Financials
39.08
(31.4)
Lazard Limited
LAZ
Financial Services
10
3.51
Financials
50.77
71.9
Finish Line Inc. (The)
FINL
Retail-Apparel
10
3.20
Consumer Discretionary
53.66
(4.6)
Old Republic International
ORI
Insurance
36
3.87
Financials
49.03
(21.3)
Cracker Barrel Old Country
CBRL
Restaurants
15
3.09
Consumer Discretionary
58.11
127.9
Brinker International
EAT
Restaurants
12
3.83
Consumer Discretionary
44.30
n/a
Altria Group Inc.
MO
Tobacco
47
3.76
Consumer Staples
32.19
96.1
Gap Inc.
GPS
Retail-Clothing
12
3.86
Consumer Discretionary
53.18
42.6
Archer Daniels Midland
ADM
Agriculture
42
3.03
Consumer Staples
54.01
6.0
Meredith Corp.
MDP
Publishing
24
3.50
Consumer
Discretionary
50.00
30.2

Following the DFG stock screen these are the top 10 stocks I will be watching closely this month.

Removed From Top 10

  • Williams-Sonoma Inc (WSM)
  • Donegal Group Inc. A (DGICA)
  • Weyco Group Inc. (WEYS)
  • Target Corp. (TGT)
  • T. Rowe Price Group (TROW)

Added To Top 10

  • Cracker Barrel Old Country (CBRL)
    • They have been on and off the top 10 many times this year
  • Brinker International (EAT)
    • Same as CBRL
  • Altria Group Inc. (MO)
    • Warrants a closer look although price seems high still
  • Gap Inc. (GPS)
    • Staying clear of clothing and apparel for now
  • Meredith Corp. (MDP)
    • New to the top 10.  Warrants a closer look to see why they showed up to the party
    • Researched and the US Dividend Champions spreadsheet might have a discrepancy.  The TTM P/E is actually 45.57 and the payout ratio is way above my 75% cap at 165%

With that said Tanger Factory Outlet Centers (SKT) is next on the list

Tanger Factory Outlet Centers
SKT
REIT-Outlet Stores
24
5.18
REITs
69.90
50.9

This month I added another column that offers me some guidance.  The column is the look at the +/- vs. Graham.  The Graham number shows me the upper bound price an investor should pay taking into account the EPS and Book Value.

AFSI and ORI both look attractive based on where their price currently lives.  I own both and definitely want to own some more.  While I love MO as well it looks to be a bit overpriced at this time based on the metric.

 

I look forward to reading all the other watchlists out there so shoot me a comment if you have one and your not in my bloglist.

Happy researching,
Dividend Family Guy

Comments

  1. Dividend DiplomatsAugust 4, 2017 at 7:27 PM

    DFG -

    Nice list. Any meaning behind the red text color for The GAP 12 years? Curious! Thank you DFG, talk soon.

    -Lanny

    ReplyDelete
    Replies
    1. Dividend Family GuyAugust 6, 2017 at 8:09 AM

      Hey Lanny,
      The red means they (GAP) the last increase was more that a year ago (Ex-Dev Date).
      Later,
      DFG

      Delete
  2. DivGuyAugust 8, 2017 at 11:27 AM

    I really Lazard. The market finally started to like it about a year ago :-). The company is still trading at a low PE and offers a good dividend yield and a great dividend growth potential.

    ReplyDelete

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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.