Monday, March 6, 2017

March 2017 Dividend Growth Watchlist


Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
AmTrust Financial Services Inc.
AFSI
Financial Services
11
2.96
Financials
29.31
Williams-Sonoma Inc.
WSM
Retail-Home Products
11
3.05
Consumer Discretionary
44.18
Donegal Group Inc. A
DGICA
Insurance
14
3.31
Financials
48.25
Span-America Medical Systems
SPAN
Medical Equipment
18
3.02
Health Care
43.54
Old Republic International
ORI
Insurance
36
3.67
Financials
47.50
Cracker Barrel Old Country
CBRL
Restaurants
14
2.86
Consumer Discretionary
55.09
Qualcomm Inc.
QCOM
Telecomm Equipment
14
3.75
Information Tech
64.63
T. Rowe Price Group
TROW
Financial Services
31
3.20
Financials
47.80
Brinker International
EAT
Restaurants
12
3.22
Consumer Discretionary
42.24
Target Corp.
TGT
Retail-Discount
49
4.08
Consumer Discretionary
44.04

AmTrust (AFSI) joins the watchlist this month as it is being punished by late filings (although the article says they are not late).  The headline is:
AmTrust Financial (AFSI) Credit Outlook Revised to Negative, Affirms Credit Rating


This has pushed the dividend yield up to near my screen of 3% so I have included it in this month's list of dividend growers.  We will see if the revision affects any earnings reports and go from there.  I get that accounting for some of these big companies is complex however not sure if I would put my money in one if they lied about it (mistakes are acceptable though).

Regarding Williams-Sonoma (WSM).  It has been on my screen in the past however I haven't taken the plunge.  The price has actually gone up over the past month so not sure if I will dip in to it.  There is not much in the news other than the company has potential and its options look good.

 

SPAN-America Medical Systems (SPAN) is starting to worry me.  There was no increase in the latest dividend announcement and as you can see in the chart above it is red.  This means that the last dividend increase is more than a year ago.  Looking back it was in August of 2015.  So that is now 7 quarters of no dividend increases.  Ug and I just bought them this year.

Qualcomm (QCOM) continues to be punished by lawsuits like Apples against them.  It is still rated as a buy by most analysts so I will keep my eye on it.

I still like Target and close past number 10 were other former watchlisters like GAP and Best Buy.  They are all having a tough time figuring out what to do with their online presence (and Amazon).

Let me know what you think about AMTrust.

Happy investing,

Dividend Family Guy

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