In the past couple of weeks, I have posted these articles on Seeking Alpha. Use the article title to link directly to any of the articles.
Dividends in Danger? This is a monthly series in which stocks that might have dividends at risk are discussed. One of the stocks examined in the first article (Hudson City Bancorp) did, in fact, cut its dividend a couple of weeks later. The articles have proved very popular, and they draw lots of comments and suggestions for stocks to consider.
The Five-Year Rule in Dividend-Growth Investing. This article received Editors Pick recognition. It discuses a rule that I follow in dividend-growth investing: The five-year rule. Simply stated, I will not consider a stock that has not compiled a record of at least five consecutive years of dividend growth. I explain why I use the rule and discuss several stocks that fall on one side or the other of the dividing line, including big banks and technology companies. I nominate two stocks as Dividend Champions of the future. Go to the article to see who they are.
Periodic Table of Dividend Champions--New and Improved. Dividend Champions are stocks that have raised their dividends for at least 25 consecuttive years. Believe it or not, there are 100 such stocks. The Periodic Table arranges them visually by their current yields and dividend growth rates. It is a quick way to identify interesting dividend-growth stock ideas.
Dividend Growth Portfolio Revew: Sherwin Williams is Out. I recently completed a review of my Dividend Growth Portfolio and decided to sell Sherwin Willliams and replace it with two other stocks. This article explains the Portfolio Review process and why I reached the specific decision about Sherwin Williams. (In a nutshell, their dividend growth rate slowed to a crawl.)