February 2018 Dividend Growth Watchlist

Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
+/-% vs. Graham
Chowder Rule
Principal Financial Group Inc.
PFG
Financial Services
10
3.02
Financials
33.44
(10.4)
22.7
Altria Group Inc.
MO
Tobacco
48
3.75
Consumer Staples
33.00
108.1
12.1
Brinker International
EAT
Restaurants
13
4.18
Consumer Discretionary
54.87
n/a
19.1
Old Republic International
ORI
Insurance
36
3.54
Financials
39.79
(22.9)
4.9
Edison International
EIX
Utility-Electric
15
3.87
Utilities
55.25
2.0
14.7
National Healthcare Corp.
NHC
Healthcare Facilities
14
3.08
Health Care
60.00
8.9
12.2
Meredith Corp.
MDP
Publishing
25
3.30
Consumer Discretionary
52.66
44.5
9.6
OGE Energy Corp.
OGE
Utility-Electric/Gas
11
4.13
Utilities
69.63
15.5
13.7
Verizon Communications
VZ
Telecommunications
13
4.36
Telecommunications
32.07
29.4
7.2
Muncy Bank Financial Inc.
MYBF
Banking
17
3.67
Financials
48.44
(18.6)
13.6

The Dividend Family Guy stock screen top 10 identifies dividend growth companies that have a yield of 3% or higher and have been increasing dividends for 10 or more years.  The information is gathered from David Fish's US Dividend Champions spreadsheet. 

Newcomers to the list include Principal Financial Group (PFG), Edison International (EIX), OGE Energy (OGE), Verizon (VZ)

I am pleased to see some utilities finally appear in the top 10.  I do not own any utilties and they would nicely balance a portfolio as the majority of companies growing and paying dividends for long periods of time are utilities.

 

Verizon is already in my portfolio and I am unlikely to add any more.  The company that really catches my eye is PFG.  That will be one for future research.  The Graham rule shows it trading at a discount and the Chowder rule tells me the 3.02% yield and 19.68% CAGR might be worth it.

Happy dividend hunting,
Dividend Family Guy

Comments

  1. Fully Franked FinanceFebruary 5, 2018 at 12:48 AM

    PFG is one of my favourites too - although it's a slightly different company for me - Prime Financial Group on the Australian stock exchange. Also looks like it's trading at a discount to me - here's hoping for good things from PFG for both of us!

    Cheers,

    Frankie

    ReplyDelete
    Replies
    1. Dividend Family GuyFebruary 5, 2018 at 7:42 AM

      Hi FFF,
      Hopefully I will get some time this week to take a closer look at PFG. I have some dividend cash waiting to be reinserted into our lovely market.
      Peace,
      DFG

      Delete

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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.