March 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
3.27
Financials
26.19
(29.4)
23.0
Prudential Financial Inc.
PRU
Insurance
10
3.39
Financials
32.00
(41.0)
16.8
Helmerich & Payne Inc.
HP
Oil&Gas
45
4.34
Energy
33.86
(27.1)
62.8
Altria Group Inc.
MO
Tobacco
48
4.19
Consumer Staples
49.53
128.1
12.5
Consolidated Edison
ED
Utility-Electric
44
3.82
Utilities
13.03
(52.3)
6.5
Portland General Electric Co.
POR
Utility-Electric
12
3.42
Utilities
23.09
(33.8)
7.7
Archer Daniels Midland
ADM
Agriculture
43
3.23
Consumer Staples
63.51
5.8
16.1
Old Republic International
ORI
Insurance
37
3.89
Financials
40.84
(28.1)
5.3
National Healthcare Corp.
NHC
Healthcare Facilities
14
3.27
Health Care
52.03
(5.3)
12.4
Cracker Barrel Old Country
CBRL
Restaurants
15
3.07
Consumer Discretionary
43.17
94.9
30.5


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. 

PFG is 2 months now at the top spot and I still haven't researched it yet.  Maybe the world is hinting to me.  Prudential (PRU) hasn’t ever been on my list but it is this month.  Looks like they just crossed the ten year mark with the last cut in 2008.  They have quickly risen back up (or close) to the pre-financial crisis dividend.  It had topped out in January around $125 and is now trading at $106.  I am already heave on the financials side so further research (and rebalancing) would be needed.

However 2 more utilities have popped up on the list, ED and POR.  My portfolio is only at .3% with regards to utilities with a goal to get that near 10%.  After many years of reading dividend growth blogs I have learned that utilities make up a good percentage of the companies that pay dividends (and grow) over the long term.  They also weather recessions better. Were as the Financials sector is usually the hardest hit and has the most dividend cuts (see PRU above).

 

Cracker Barrel Old Country and Altria both are a bit overpriced for me at this time.  Their growth though does give me some pause and they are repeat guest on the DFG watchlist.

What's on your watchlist for the month? Anything not on mine that is a utility?

Happy investing,
Dividend Family Guy

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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.