Tag: Dividend Kings

THE BEST DIVIDEND STOCKS FOR DECEMBER

It’s time again to try and dig through all the noise out there and find what are the best dividend stocks for December.

This is my list of December Dividend Kings.

About my list

There are over 5000 stocks on the U.S. exchanges and only 9 made my December list. As you can see by the list below, it’s not easy being a U.S. Dividend King and these stocks all had to pass a series of test to make it on the list.

The Criteria

This month I loosened up the criteria by a sliver to allow a few more companies to make the list (In BOLD).

The company must have 25 or more years of uninterrupted dividend growth
The company must have a Graham number greater than its current share price
Its payout ratio must be under 70%
Its P/E ratio must be under 15
The company must have a price to book ratio under 2
Must have a market cap above 1 billion dollars

DECEMBER US DIVIDEND KINGS

	Ticker	Streak	Yield	Price	Graham Value	P/E	EPS	Dividend	Payout %	P/Book	Div/Gr 10yr
1	CINF	56	2.50	$76.74	$61.60	19.73	3.89	1.92	49.36	1.77	4.6
2	UVV	46	3.92	$55.05	$62.96	16.38	3.36	2.16	64.29	1.05	2.2
3	ED	42	3.84	$69.77	$65.32	17.23	4.05	2.68	66.17	1.49	1.3
4	ADM	41	2.78	$43.23	$42.23	16.38	2.64	1.20	45.45	1.44	12.7
5	BEN	36	1.83	$39.26	$37.17	13.35	2.94	0.72	24.49	1.88	16.2
6	ORI	35	4.20	$17.87	$23.76	12.24	1.46	0.75	51.37	1.04	3.8
7	AFL	34	2.41	$71.38	$88.91	11.33	6.30	1.72	27.30	1.28	13.6
8	T	33	5.07	$38.63	$32.53	16.44	2.35	1.96	83.40	1.93	3.8
9	SRCE	29	4.88	$39.36	$35.64	18.06	2.18	0.72	33.03	1.52	5.2

As you can see from the list above, there were only 2 companies that passed the King’s test in every category. Those companies were Aflac inc and Old Republic International.

The Best Dividend Stocks

Cincinnati Financial Corp

–Cincinnati Financial Corporation engages in the property casualty insurance business in the United States. It operates through five segments: Commercial Lines Insurance, Personal Lines Insurance, Excess and Surplus Lines Insurance, Life Insurance, and Investments.

2. Universal Corp

–Universal Corp is a leaf tobacco supplier and is engaged in procuring and processing flue-cured and burley leaf tobacco for manufacturers of consumer tobacco products.

3. Consolidated Edison Inc

-Consolidated Edison, Inc., through its subsidiaries, engages in regulated electric, gas, and steam delivery businesses in the United States

4. Archer-Daniels Midland

–Archer-Daniels Midland Co is a processor of oilseeds, corn, wheat, cocoa, and other feedstuffs and is a manufacturer of vegetable oil and protein meal, corn sweeteners, flour, biodiesel, ethanol, and other value-added food and feed ingredients.

5. Franklin Resources

–Franklin Resources Inc is an investment management company. The Company’s services include fund administration, sales, distribution, marketing, shareholder servicing, and other fiduciary services.

6. Old Republic International

–Old Republic International Corporation is an insurance underwriting and related services company. It conducts its operations through General Insurance, Title Insurance, and the Republic Financial Indemnity and consumer credit indemnity Run-off Business.

7. Aflac Inc

–Aflac Inc is a general business holding company and acts as a management company. The Company sells supplemental health and life insurance in the United States and Japan.

8. AT&T Inc

–AT&T Inc, through its subsidiaries, is engaged in provision of communications and digital entertainment services in the United States and the world.

9. 1st Source Corp

-1st Source Corp through its subsidiary offers commercial and consumer banking services, trust and investment management services, and insurance to individual and business clients in Indiana and Michigan.

Final Thoughts

Personally, when I buy stocks I start with a list of metrics just like this. Like any screening method , the purpose of my list is to help you dig through the stock market to find some of the best U.S. dividend stocks, which can then be further researched.

Going through the numbers, I’m looking at buying AT&T, ADM and AFLAC if the market takes a dip.

The best way to use my U.S. Dividend Kings list is as a starting point.

Don’t feel confined to my methods. Look up the values that mean the most to you.

Disclosure. I’m long BEN and ORI and may or may not purchase shares in any of the stocks in this post.

Resources from: Morningstar, Google Finance, Zacks,

The US Dividend Champions are maintained by Dave Fish of Moneypaper’s DirectInvesting.com.

December 5, 2016

THE BEST CANADIAN DIVIDEND STOCKS FOR NOVEMBER 2016

It’s time again for my monthly CANADIAN DIVIDEND KINGS list. It’s not always easy to dig through the mountains of information to try to find some hidden gems out there. Hopefully, to make it easier, I have compiled a list of the best Canadian dividend stocks using some basic metrics. My hope is that this list provides a starting point for you to do you own research.

About my list

There are over 1500 stocks on the TSX and only 14 made my November list. As you can see by the list below, it’s not easy being a Canadian Dividend King and these stocks all had to pass a series of test to make it on the list.

The Criteria

The company must have 5 or more years of uninterrupted dividend growth.
The company must have a Graham number greater than its current share price.
Its payout ratio must be under 70%
Its P/E ratio must be under 15
The company must have a price to book ratio under 2

NOVEMBER CANADIAN DIVIDEND KINGS

	Ticker	Streak	Yield	Price	Graham Value	P/E	EPS	Annual Dividend	Payout %Ratio	P/Book	Div/Gr 5-yr
1	CWB.TO	24	3.61	$25.45	$34.38	11.31	2.25	0.92	40.89	1.09	5.4
2	HCG.TO	17	3.62	$26.55	$46.05	6.74	3.94	0.96	24.37	1.11	13.3
3	TCL-A.TO	14	4.12	$17.94	$27.10	7.41	2.42	0.74	30.58	1.33	4.9
4	SJR-B.TO	13	4.46	$26.58	$27.76	9.60	2.77	1.19	42.78	2.15	33.2
5	ACD.TO	10	4.02	$8.96	$13.99	8.87	1.01	0.36	35.64	1.04	8.0
6	XTC.TO	10	2.43	$11.50	$12.56	10.36	1.11	0.28	25.23	1.82	33.7
7	LB.TO	8	4.84	$49.57	$61.51	14.33	3.46	2.40	69.36	1.02	4.6
8	MIC.TO	7	5.77	$29.13	$58.60	7.41	3.93	1.68	42.75	0.75	4.5
9	WJA.TO	6	2.55	$21.95	$29.38	9.30	2.36	0.56	23.73	1.35	6.0
10	EQB.TO	5	1.59	$52.84	$92.01	6.93	7.62	0.84	11.02	1.07	13.9
11	TFI.TO	5	2.50	$30.43	$48.69	4.62	6.58	0.76	11.55	1.90	21.7
12	GRT-UN.TO	5	5.77	$42.20	$60.11	10.27	4.11	2.44	59.27	1.08	12.7
13	CM.TO	5	4.82	$100.50	$112.20	9.76	10.30	4.84	46.99	1.85	10.6
14	BNS.TO	5	4.11	$72.08	$73.20	12.76	5.65	2.96	52.39	1.71	10.5

Canadian Western Bank. Banks
Home Capital Group. – Banks
Transcontinental.- Publishing
Shaw Communications. -Communications (new)
Accord Financial Corp. -Credit Service
Exco Technologies.-Auto Parts
Laurentian Bank. – Regional – Canada (new)
Genworth MI. -Insurance (new)
Westjet Airlines Ltd. -Airlines
Equitable Group. – Finance
Transforce Inc. Trucking
Granite Real Estate Investment Trust REIT. – Industrial
Canadian Imperial Bank of Commerce.-Banks
Bank of Nova Scotia.- Banks

New to the list

Laurentian Bank Of Canada.. Banks Regional

The Laurentian Bank of Canada is a Schedule 1 bank that operates primarily in the province of Quebec, with commercial and business banking offices located in Ontario, Alberta, British Columbia and Nova Scotia.

Genworth MI Canada Inc. Insurance

Genworth MI Canada Inc., through its subsidiaries, operates as a private residential mortgage insurer in Canada. It underwrites mortgage default insurance to residential mortgage lenders, brokers, homebuyers, and realtors.

Shaw Communications. Communications

Shaw Communications Inc., a diversified communications and media company, provides broadband cable television, Internet, digital phone and telecommunications services, direct-to-home (DTH) satellite services and satellite distribution services, and programming content in Canada and the United States.

Off the list

Toronto Dominion Bank.-Banks
National Bank Banks – Banks Regional

Final Thoughts

The best way to use my Canadian Dividend Kings list is as a starting point for your own research.

Don’t feel confined to my methods. Look up the values that mean the most to you. Like any screening method , the purpose of the Canadian Dividend Kings list is to help you dig through the stock market to find some hidden gems, which can then be further research by you.

Disclosure. I’m long CWB and SJR.B. I may or may not purchase shares in any of the stocks in the near future.

Resources from: Morningstar, Google Finance, Zacks,

Canadian dividend champion list provided and maintained by dividendgrowthinvestingandretirement

November 20, 2016

THE BEST U.S. DIVIDEND STOCKS FOR OCTOBER

If you are like me, you probably find it tough to dig through the mountains of information floating out there on the interweb. With so many opinions of what you should buy, it’s easy to get overwhelmed. Well, fear not, I have done a bit of the heavy lifting to (hopefully) find some of the best U.S. dividend stocks for the October!

This is my list of October U.S. Dividend Kings.

About my list

There are over 5000 stocks on the U.S. exchanges and only 6 made my October list! As you can see by the list below, it’s not easy being a U.S. Dividend King and these stocks all had to pass a series of test to make it on the list.

The Criteria

The company must have 25 or more years of uninterrupted dividend growth.
The company must have a Graham number greater than its current share price.
Its payout ratio must be under 70%
Its P/E ratio must be under 15
The company must have a price to book ratio under 2

OCTOBER US DIVIDEND KINGS

	Ticker	Streak	Yield	Price	Graham Value	P/E	EPS	Dividend	Payout %	P/Book	Div/Gr 10Yr
1	CTBI	36	3.45	37.11	$40.87	14.06	2.64	1.28	48.48	1.32	3.3
2	ORI	35	4.26	17.62	$24.15	11.52	1.53	0.75	49.02	1.04	3.8
3	AFL	33	2.28	71.87	$86.63	11.82	6.08	1.64	26.97	1.31	13.6
4	EFSI	29	3.41	23.45	$33.98	10.61	2.21	0.80	36.20	1.01	4.8
5	THFF	28	2.46	40.68	$47.60	13.70	2.97	1.00	33.67	1.20	2.1
6	CPKF	25	2.54	19.68	$26.91	12.54	1.57	0.50	31.85	0.96	8.2

These are the companies that made it onto the list.

Ticker	Company Name	Industry
CTBI	Community Trust Banc.	Banking
ORI	Old Republic International	Insurance
AFL	AFLAC Inc.	Insurance
EFSI	Eagle Financial Services	Banking
THFF	First Financial Corp.	Banking
CPKF	Chesapeake Financial Shares	Banking

Changes to the list

The only move to this month’s list was the expulsion of BEN 🙁 I own this company so it pains me to do it, but I must be true to the metrics in place. The reason BEN fell off the list is because it is trading $0.18 above the Benjamin Graham number for intrinsic value. Ben will make into my honorable mentions list below.

Honorable mentions

	Ticker	Streak	Yield	Price	Graham Value	P/E	EPS	Dividend	Payout %	P/Book	Div/Gr 10Yr
7	SRCE	28	2.02	35.69	$35.33	16.52	2.16	0.72	33.33	1.39	5.2
8	UVV	45	3.64	58.22	$61.75	17.86	3.26	2.12	65.03	1.12	2.2
9	ADM	41	2.85	42.17	$40.77	17.07	2.47	1.20	48.58	1.41	12.7
10	BEN	36	2.02	35.57	$35.20	13.13	2.71	0.72	26.57	1.75	16.2

Ticker	Company Name	Industry	REASON
SRCE	1st Source Corp.	Banking	P/E above 15
UVV	Universal Corp.	Tobacco	P/E above 15
ADM	Archer Daniels Midland	Agriculture	P/E above 15
BEN	Franklin Resources	Financial Services	Graham Number below market price

Final Thoughts

The best way to use my U.S. Dividend Kings list is as a starting point for your own research. Don’t feel confined to my methods. Look up the values that mean the most to you. Like any screening method , the purpose of my list is to help you dig through the stock market to find some of the best U.S. dividend stocks, which can then be further researched by you.

Disclosure. I’m long BEN and ORI and may or may not purchase shares in any of the stocks in this post.

Resources from: Morningstar, Google Finance, Zacks,

The U.S. Dividend Champions are maintained by Dave Fish of Moneypaper’s DirectInvesting.com.

October 19, 2016