Wednesday, April 9, 2014

March Dividend Update


March was a pretty light month for me in terms of dividend income. This is partially due to the fact that some of my old March dividend payers have moved the dividend to April, Walmart is one for instance.  I like to keep all of my months fairly even in terms of dividend income so I will be focusing future purchases to fix this issue.

My March dividends totaled $173.79 which is still higher than last quarter where I earned $162.21 in December and nearly double what I made last year where I earned $98.26 in March. You can see all of my dividend income here.

Dividend Increases

Avista (AVA) - From .305 to .318

March Purchases

Pepsi (PEP) - 14 shares at $81.46


COMPANYDESCRIPTIONSYMBOLAMOUNT
Universal HealthORDINARY DIVIDENDUHT31.25
McDonaldQUALIFIED DIVIDENDMCD18.63
AvistaQUALIFIED DIVIDEND AVA18.42
Realty IncomeORDINARY DIVIDEND O18.22
Johnson & JohnsonQUALIFIED DIVIDEND JNJ11.22
LorillardQUALIFIED DIVIDEND LO17.22
ChevronQUALIFIED DIVIDEND CVX19.00
IntelQUALIFIED DIVIDEND INTC39.83


Saturday, April 5, 2014

Recent Sell - Intel (INTC)

Earlier this week I sold my stake in Intel (INTC) after the company announced they would not be raising the dividend again next quarter. This will be the 8th straight quarter that Intel has failed to raise it's dividend. I thought that this would be the quarter they would raise it but that wasn't the case. I can't sit by and keep my money in a company which has lost it's commitment to it's dividend so I sold. With this sale I did realize about an 18% capital gain in the stock which I can't complain about at all.

With the funds available from the sale I went on a bit of a shopping spree though! I bought shares in three solid dividend payers ....

1 - Pepsi (PEP) 15 shares of Pepsi at $83
2 - Chevron (CVX) 25 shares at $119.14
3 - McDonalds (MCD) 12 shares at $97.77

The sale of Intel leaves me light in the tech sector so I will be keeping my eyes on some tech companies like Cisco for possible future purchases.

Saturday, March 29, 2014

Tracking Recent Buys From Fellow Dividend Investors

I follow or at least visit many other dividend growth investing blogs like mine. You can find many of them in my blogroll. I thought it might be interesting to compile a list of recent buys that other dividend investors have made recently and see if there are any trends that appear. In this case I tracked recent purchases from 14 other dividend growth investors for the month of March and below are the results.



In total there were 32 total purchases and 18 different stocks which were purchased. For instance Dividend Ladder, Compounding Income, Accumulating Assets, and Write Your Own Reality all purchased shares of Coca-Cola (KO). While Dividend Mantra and Passive Income Pursuit decided to buy shares of General Electric. There were 12 other stocks which were only purchased once. Those stocks include MO, CVX, BNS, UL, BP, UNP, T, APU, MDP, ESU, CLX, and TIS. Clearly KMI has been a big favorite recently. KMI has been under some selling pressure after a negative Barrons article was published but many investors like Dividend Hawk are seeing a bargain here.

Full Disclosure: I currently own shares of KMI,KO,MCD,PEP,MO,CVX,T, and CLX.

Tuesday, March 11, 2014

Recent Buy - Pepsico (PEP)

This feels like a bit of a deja vu since I just bought Coke (KO) but earlier this week I purchased shares of the soft drink giant Pepsico (PEP). This is my first position in the stock and I purchased 14 shares at $81.46 a share. I really wish I would have had the money to make this purchase a few weeks ago when Pepsi was around $78 !!! Recently PEP announced a generous 15.4% dividend increase which brings the dividend yield from 2.8% up to around 3.3% which is great.
PepsiCo, Inc. (PepsiCo), incorporated on November 13, 1986, is a global food and beverage company. Through the Company's bottlers, contract manufacturers and other partners, the Company makes, markets, sells and distributes a range of foods and beverages in more than 200 countries and territories.


PEP Basic Statistics

  • Ticker Symbol:PEP
  • PE Ratio: 19
  • Yield: 2.8%
  • Dividend Growth 10yr:  13%
  • Payout Ratio: 52%
  • Market cap: $126 B
  • Website: http://www.pepsico.com