dividends
NetApp: High-Quality Dividend Growth Stock
2020-04-30
Introduction In today’s uncertain investing world, I believe it is extremely important to first and foremost focus on safety and quality. Since my primary investment focus is now on dividends and dividend growth, safety to me is primarily about valuation along with dividend coverage and predictability. Most long-term followers of mine know me as Mr. […]
10 S&P 500 Stocks That Rose In The Crisis: Part 3
2020-04-27
This is Part 3 of this 3-part series looking at the final 10 S&P 500 stocks that rose in the crisis. I have really tried to demonstrate a couple of things, and I want to just kind of refocus that with this final installment. Number 1, it is a market of stocks and not a […]
10 S&P 500 Stocks That Rose In The Stock Market Crisis: It’s A Market Of Stocks: Part 2
2020-04-24
Market of Stocks – Not a Stock Market In part 1 of this 3 part series I provided a quick cursory look at 10 of 30 stocks that MarketWatch pointed out have done very well in the stock market in spite of the coronavirus market crash. In that first group of 10, there were several […]
Meredith Update: Dividend Paused
2020-04-21
Introduction Meredith (MDP) surprised me with the recent announcement that they were going to “pause” their dividend – whatever that means. Frankly, I was surprised because the company had been guiding for strong cash flow both operating and free cash flow and EBITDA growth over the intermediate term future. So far, those consensus estimates have […]
Bank of Montreal versus Honeywell International Inc.
2020-04-21
Introduction What I want to try to demonstrate here and reiterate, because I’ve said this often for those of you who follow my work, that it’s a market of stocks and not a stock market. I’m going to look at Bank of Montreal and Honeywell International from a standpoint of fiscal health, financial health if […]
Cardinal Health Update-A Dividend Aristocrat on Sale
2020-04-16
Introduction On November 22, 2017, I published an article titled: “Cardinal Health: A Dividend Aristocrat the Risk Is Already Priced In.” At that time, Cardinal Health (CAH) was trading at approximately $56 per share and was paying a dividend of $1.81 representing a dividend yield of about 3.1%. Of course, a lot has changed with […]