PEP is a core holding in our Top 20 Dividend Stocks portfolio because of its extremely safe dividend (94 Safety Score), above average dividend growth prospects (58 Growth Score), and reasonable dividend yield (2.8% yield is in the 56th percentile of all current dividend yields). The stock was added to the portfolio on...
P&G is a core holding in our Conservative Retirees dividend portfolio because of its extremely safe dividend (88 Safety Score) and relatively attractive dividend yield (3.5% yield is in the 67th percentile of all current dividend yields). The stock was added to the Conservative Retiree portfolio, which was built to provide safe and predictable dividend income, [...]
MMM makes it into our Top 20 Dividend Stocks list. The company is exceptionally managed and diversified across numerous profitable markets. The dividend is extremely secure and reliable with 10%+ growth potential going forward. With the stock selling off 10% over the past six months, now looks like a good time to consider MMM for [...]
The following piece is intended to shed greater light on the issues causing IBM’s current struggles, their potential persistence, and the key points underlying the bull and bear cases. Despite being a technology stock, IBM has Buffett’s fingerprints all over it. Buffett started buying IBM in the $170s in 2011 (IBM most recently closed near $158) [...]
Automatic Data Processing (ADP) is a durable business that provides mission-critical software and outsourcing solutions. The company’s high mix of recurring revenue (91% retention rate), participation in large and fragmented markets (10% share in $100+ billion market), strong balance sheet ($1.8 billion net cash), asset-light business model, and commitment to shareholders (40 years of consecutive [...]
Accenture (ACN) is a high quality business that appears suitable for long-term dividend growth investors. The company has very sticky relationships with large global clients, generates significant cash flow with its asset-light business model, invests heavily to remain at the forefront of industry change, maintains a rock solid balance sheet, and appears to be trading [...]