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How to Build a Dividend Portfolio

I previously wrote an article about measuring and managing dividend stocks, but have you ever wondered how to build a dividend portfolio in the first place?   Like most things with investing, everyone has their own opinion about how to construct a portfolio. Most of the debate usually centers on how many holdings an investor [...]

June 28th, 2016|Dividend Investing|

Brexit: Should Dividend Investors Care?

As I write this post, stock markets around the world are reeling.   The S&P 500 finished down more than 3.5%, most European markets closed down at least 6% (including double-digit losses in Italy, Spain, and Greece), and Japan's Nikkei 225 dropped by approximately 8%.   We haven't seen this type of volatility since 2008. [...]

June 24th, 2016|Dividend Investing|

AT&T (T): No Longer Owned by Buffett, but the Dividend is Still Good

Warren Buffett sold AT&T out of Berkshire Hathaway’s portfolio of high-yield dividend stocks during the first quarter of 2016.   Warren Buffett acquired his stake in AT&T during the third quarter of 2015 as a result of AT&T’s acquisition of DirecTV.   Buffett had owned DirecTV prior to the acquisition (his first purchase was in [...]

June 21st, 2016|High Yield, Retirement Income|

Canadian National Railway (CNI): Boosting Dividends Every Year Since 1996

Canadian National Railway (CNI) has increased its dividend every year since its initial public offering in 1995, averaging 17% annual growth over that time period.   Since they were deregulated in the 1980s, railroad operators have enjoyed a boom in productivity and fortified their position as an essential piece of North America’s supply chain.   [...]

June 17th, 2016|High Growth|

Texas Instruments (TXN): A Free Cash Flow Machine With Double-Digit Dividend Growth

Without Texas Instruments (TXN), most of the world’s electronic equipment would not function. The company is an extremely important player in virtually every end market and maintains numerous competitive advantages.   Texas Instruments has also been a free cash flow machine, converting close to 30 cents of every $1 in sales into free cash flow. [...]

June 16th, 2016|High Growth|

Union Pacific (UNP): High Dividend Growth and a Durable Moat

The railroad industry is extremely durable, and Union Pacific (UNP) has proven to be no exception since its founding in the 1860s.   Railcars are a critical mode of transportation and move about 40% of U.S. freight as measured in ton-miles (the length freight travels). Without companies like Union Pacific, the country’s supply chain could [...]

June 13th, 2016|High Safety|

Kraft Heinz (KHC): One of Warren Buffett’s Biggest Dividend Stocks

Kraft Heinz (KHC) accounts for nearly 20% of Berkshire Hathaway’s portfolio and is one of Warren Buffett’s favorite dividend stocks.   The company maintains a wonderful portfolio of brands, sells recession-resistant products, generates dependable free cash flow, and is taking steps to further bolster its margins and earnings.   These are many of the qualities [...]

June 8th, 2016|High Safety, Warren Buffett|

Home Depot (HD): A Premier Long-term Dividend Growth Stock

Home Depot (HD) has paid uninterrupted dividends since the late 1980s and is a dividend growth machine.   Since making its first quarterly dividend payment of 0.044 cents per share in 1987, Home Depot’s dividend has increased to 69 cents. The quarterly dividend has also more than doubled since 2012.   Home Depot possesses many [...]

June 6th, 2016|High Growth|

Crown Castle (CCI): A High Quality REIT With Healthy Dividend Growth Prospects

Crown Castle (CCI) only began paying dividends in 2014, but the company currently offers income investors a high dividend yield near 4% with 6-7% annual dividend growth potential.   Crown Castle also has an attractive business model with substantial recurring revenue, excellent free cash flow generation, and extremely high incremental margins.   Let’s take a [...]

June 3rd, 2016|High Yield, REIT|