January 2018 Dividend Growth Watchlist

Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
+/-% vs. Graham
Chowder Rule
Archer Daniels Midland
ADM
Agriculture
42
3.19
Consumer Staples
60.09
3.9
16.0
Lazard Limited
LAZ
Financial Services
10
3.12
Financials
45.81
78.2
19.3
National Healthcare Corp.
NHC
Healthcare Facilities
14
3.15
Health Care
60.00
6.5
12.3
Old Republic International
ORI
Insurance
36
3.55
Financials
55.88
(9.2)
4.9
Altria Group Inc.
MO
Tobacco
48
3.70
Consumer Staples
33.00
111.3
12.0
Target Corp.
TGT
Retail-Discount
50
3.80
Consumer Discretionary
52.10
39.4
16.9
Muncy Bank Financial Inc.
MYBF
Banking
17
3.59
Financials
48.44
(16.9)
13.5
Williams-Sonoma Inc.
WSM
Retail-Home Products
12
3.02
Consumer Discretionary
44.19
56.2
14.9
Brinker International
EAT
Restaurants
13
3.91
Consumer Discretionary
54.87
n/a
18.8
Cracker Barrel Old Country
CBRL
Restaurants
15
3.02
Consumer Discretionary
57.90
143.7
30.4

As I write this Target (TGT) is up 4.64% for the day.  It has been on the DFG Top 10 list for some time now and I have ignored it in favor of buying other companies.  Bummer on my part I guess.  There are so many great companies I would like to buy in this list.  In retrospect I need to get my watchlist together and posted as soon as the month begins so I can decide on how to invest last month's savings.  Too much holiday slacking I guess with the kids at home and better things to do.

There are a few newcomers to the list this month.  National Healthcare Corp. (NHC) and Muncy Bank Financial Inc. (MYBF).  Regarding my Motif of this month, Muncy was not in the list of stocks to add to my Motif so it only has 9 listed.  Regardless my broker does have it so if I choose to buy I could.  Check with yours to make sure if you find it worth a buy.

National Healthcare Corp. is a skilled nursing and assisted living operations company.  The stock has only climbed this month however the yield is still 3% but the PE is now over 20 at the time of this writing.  Net income is down YTD however sales are up.  I imagine that is why it is getting picked up by my screen now. 

Muncy Bank Financial Inc. is a holding company for Muncy Bank in Pennsylvania.  It is trading at a discount now offering a decent yield and good dividend and growth prospects (Chowder Rule).  Banks aren't particularly exciting and they fall under the financials sector (which I am overweight in now). 

 

I will keep an eye on the newcomers however I am still favoring ADM and TGT for the month.  As a bonus ORI has long  been on my watchlist and I have picked up many shares over the years.  This month (January) they are paying a special dividend of $1 a share.  That will certainly help considering the slow dividend growth rate and overall stock performance. 

Any good dividend growth stocks out there worth mentioning not in my list?

Happy new year all,

DFG

Comments

  1. Phil PoggeauxJanuary 13, 2018 at 4:56 AM

    You should move to Australia. Dividends and franking credits on dividends are just wonderful. We truly are the lucky country when it comes to dividend investing.

    ReplyDelete
    Replies
    1. Dividend Family GuyJanuary 13, 2018 at 7:34 AM

      Yeah it does sound interesting. As long as the cost of living is lower I am in ;-) Just have to convince the family.
      DFG

      Delete
    2. FrankieJanuary 13, 2018 at 10:21 PM

      Yes, couldn't agree more!! Those Fully-Franked dividends are a beautiful thing, particularly if you have a low-tax account - a bonus 43% dividend for free! Although there are some pretty great businesses in the US to invest in - Disney and Starbucks are two in particular I keep on my radar.

      Delete
  2. Time in the MarketJanuary 13, 2018 at 9:27 AM

    I'm short on REITs right now so I'm keeping an eye on the prices on a few of those like O or DLR. I think there may be some really good buying opportunities soon if the recent REIT rout continues. I'm looking to add O if it drops below $50.

    ReplyDelete
    Replies
    1. Dividend Family GuyJanuary 15, 2018 at 2:48 PM

      Yeah love to get some O, just waiting for the stock to come down a little. 25 years I think they are at now.
      DFG

      Delete
  3. DivHutJanuary 29, 2018 at 1:47 AM

    The REITs still look interesting to me. They all had such a rough start to 2018. I know you mentioned NHI but HCN, VTR, LTC and others are looking good too I think. Thanks for sharing your list.

    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.