December 2017 Dividend Growth Watchlist

Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
+/-% vs. Graham
Lazard Limited
LAZ
Financial Services
10
3.33
Financials
45.81
67.0
Williams-Sonoma Inc.
WSM
Retail-Home Products
12
3.05
Consumer Discretionary
44.19
54.8
Altria Group Inc.
MO
Tobacco
48
3.89
Consumer Staples
33.00
100.6
Cracker Barrel Old Country
CBRL
Restaurants
15
3.07
Consumer Discretionary
57.90
139.8
Brinker International
EAT
Restaurants
13
4.14
Consumer Discretionary
54.87
n/a
Archer Daniels Midland
ADM
Agriculture
42
3.21
Consumer Staples
60.09
3.2
Cardinal Health Inc.
CAH
Drugs
21
3.12
Health Care
53.92
46.5
Old Republic International
ORI
Insurance
36
3.62
Financials
55.88
(10.8)
Meredith Corp.
MDP
Publishing
24
3.05
Consumer Discretionary
50.24
48.9
Weyco Group Inc.
WEYS
Footwear
36
3.12
Consumer Discretionary
55.00
7.0

As the year winds down bargains are still very hard to find.  December's top ten list of dividend growth stocks to watch has some newcomers and some old favorites.  Following the Dividend Family Guy stock screen this list is created with the intent to further research each stock and consider it for purchase on a good dip.

Cardinal Health Inc. (CAH) and Weyco Gorup Inc (WEYS) are both new to the list.  The rest have been on my list for several months now (if not most of the year.)

Consumer discretionary stocks seem to be on sale the most that is why seeing CAH is a first for this screen.  I have little health care stocks in my portfolio so I will have to give it a close look.

 

Looking at the Graham Numbers are only showing ORI as undervalued.  Although it's growth and dividend raises haven't been stellar they have a decent entry yield and their numbers are near spotless.

Happy watching (and buying on dips)!

Dividend Family Guy


Disclosure: I own LAZ, MO, EAT, ADM, and ORI

Comments

  1. Dividend DiplomatsDecember 7, 2017 at 9:41 AM

    DFG -

    Solid list up there and a few names I haven't heard of. Yes, Cardinal is a curveball here, as they've taken the brunt of a downturn on their price (though, they've come back up to that upper $50's range. CVS is also interesting after the Aetna news, though I believe they will be remaining flat on their dividend this year due to the merger.

    -Lanny

    ReplyDelete
    Replies
    1. Dividend Family GuyDecember 9, 2017 at 7:44 AM

      Hey Lanny, Yeah I wish I would have got them when they were lower.
      Later,
      DFG

      Delete
  2. Dividend DozerDecember 7, 2017 at 3:31 PM

    CAH was one I recently added to a bit. Health-related always seems like a safe bet for the future, along with their track record until recently. After losing quite a bit on CAH in the last year, this is one I feel somewhat comfortable about adding to while it's not steadily climbing.

    ReplyDelete
    Replies
    1. Dividend Family GuyDecember 9, 2017 at 7:45 AM

      Yeah I need to up my Healthcare % in my portfolio. This one might be a keeper.
      DFG

      Delete
  3. Zach @ Four Pillar FreedomDecember 7, 2017 at 8:06 PM

    I recently bought some more shares in the consumer staples ETF that Vanguard offers (VDC) when the price dipped significantly in November, offering almost a 3% yield. I like a lot of the names on your list, thanks for sharing!

    ReplyDelete
    Replies
    1. Dividend Family GuyDecember 9, 2017 at 7:45 AM

      I will need to check that out. Thanks for the tip.
      DFG

      Delete

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.