Sunday, July 7, 2019

Watch List

Many of the bloggers who write about dividend growth investing post their current stock watch list, usually focusing on a couple that they are monitoring that current month.

I do things a bit differently.   Instead of focusing on two or three companies that have a good valuation at the time, I have a list of about a dozen companies that have a good track record of dividend growth, low P/E, and low payout percentage.

When it comes time to buy, I look for the one that is the best value at that time.   

I do edit this list from time to time.  I always keep looking for companies with a nice track record and will remove a company if they have awful quarterly financial results or have changed their dividend payouts for the worse.

Image result for stock market

Yeah it looks that crazy....

Here's my watch list.  What you see is the Ticker symbol as well as the amount of shares I'm looking to purchase  (usually around $4,000 worth), my progress, the P/E, the payout ratio, the 5 year increase in dividends, and the track record of their dividend increases.   

I do have to update some of these numbers every few months.

SYMBOL
GOAL
SO FAR
1YR. P/E (under S&P 22.02)
PAYOUT RATIO (under 60%)
5 YEAR DIV INC %
INC DIV YEARS
ADP
26
0
37.18
76.7%
10.48%
44
AEP
57
0
18.03
63.8%
5%
5
APH
45
0
25.2
26.10%
27%
6
D
57
0
17.3
80.9%
8.22%
9
DAL
75
0
9.7
25.1%
12%
4
DE
28
0
13.8
29%
6.23%
1
DG
43
0
16.87
19.10%
4%
2
DUK
51
0
16.5
77%
3%
12
EXPO
77
0
40.7
40.60%
16%
4
GPC
39
0
20.73
58.60%
6.02%
62
HRS
21
0
26.49
36.98%
10.28%
17
KEY
236
0
9.84
39.53%
21.2%
8
LMT
14
0
18.6
46.40%
12.72%
15
NSC
24
0
19.1
35%
9%
8
ORCL
76
0
51.45
74.51%
9.63%
10
QSR
68
0
22.3
68%
81%
3
SCI
95
0
22.8
36.80%
19.42%
6
TJX
80
0
21.4
32.10%
21.88%
21
UNP
25
0
19.9
39%
15%
9


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