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/Retirement Income

Thomson Reuters (TRI): 22 Consecutive Years of Dividend Growth and a Safe 3.6% Yield

Published on 1/7/2016 Thomson Reuters (TRI) has raised its dividend for 22 straight years and is one of the most consistent free cash flow generators around. The company’s business benefits from significant amounts of recurring revenue (87% of sales),   While TRI’s rate of dividend growth is modest, we believe the company’s 3.6% dividend yield [...]

January 7th, 2016|Dividend Stocks, High Safety, Retirement Income|

Sysco (SYY): A Dependable Dividend Aristocrat for Retirement Income

Sysco (SYY) is a holding in our Conservative Retirees dividend portfolio. The company is a dividend aristocrat that has paid dividends since 1970 and appears to offer a very safe 3% yield today.   While SYY’s growth rate is very moderate, the company’s durability has been noteworthy. The pace of change in the foodservice distribution [...]

Waste Management (WM): An Excellent Moat and 13 Years of Consecutive Dividend Increases

Waste Management (WM) is not widely known by dividend investors, but its moat and consistency are remarkable.   As the largest integrated waste management company in the country, WM possesses several key advantages that have enabled it to increase its dividend for 13 consecutive years.   While WM’s operating history isn’t as long as some [...]

December 31st, 2015|Dividend Stocks, High Safety, Retirement Income|

Consolidated Edison (ED): Safe Retirement Income With a 4% Dividend Yield

Utility companies are far from exciting businesses, but their dependable cash flow, defensive characteristics, and typically reliable dividend payments can make them compelling stocks for investors living off dividends in retirement.   Consolidated Edison (ED) possesses many characteristics that make it appealing to conservative dividend investors. The company has served the New York marketplace for [...]

What is a Master Limited Partnership?

They have surged in popularity over the past decade, but what is a master limited partnership (MLP)? The rise of MLPs has been driven by low interest rates and the massive build-out of new energy infrastructure in the United States to help deliver oil and gas from new shale plays. MLPs offer relatively high dividend yields, [...]

November 16th, 2015|Investing Principles, Retirement Income|

Are Utility Stocks in a Bubble?

Utility stocks pay some of the safest dividends around and typically sport much higher dividend yields than the market, reflecting their low growth prospects and making them a favorite source of income for retirees living off dividends. Many dividend investors wonder if utility stocks are in a bubble today after benefiting from extremely low interest rates for [...]

November 7th, 2015|Dividend Investing, High Yield, Retirement Income|

Johnson & Johnson (JNJ): 3% Dividend Yield and Predictable Income Growth for Retirees

JNJ reported Q3 earnings last month. Currency headwinds hurt reported sales growth by about 8%, and the expected run off of hepatitis C products added additional pressure. Excluding these two items, JNJ’s revenue would have grown by 5.6%, in line with last quarter’s adjusted growth and not bad for a company with over $70 billion [...]

ExxonMobil (XOM): A Dividend Aristocrat Nearing Trough Demand

XOM’s Q3 results saw revenue drop by more than 35% and earnings fall nearly 50% compared to 3Q14, driven by weak upstream results (upstream earnings fell 79%). However, strength in XOM’s downstream businesses resulted in earnings actually rising 1% compared to last quarter. While headline figures remain ugly, we are optimistic that XOM’s fundamentals are [...]

Living Off Dividends in Retirement

Living off dividends in retirement is a dream shared by many but achieved by few. In today’s environment marked by rising life expectancies, extremely low bond yields, and a 7-year bull market, retirees face challenges on all fronts to build a consistent income stream that will last a lifetime. Before zeroing in on any particular strategy [...]