Tuesday, April 11, 2017

April 2017 Dividend Growth Watchlist


Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
AmTrust Financial Services Inc.
AFSI
Financial Services
11
3.68
Financials
29.31
Williams-Sonoma Inc.
WSM
Retail-Home Products
12
2.91
Consumer Discretionary
45.48
Donegal Group Inc. A
DGICA
Insurance
14
3.12
Financials
48.25
Archer Daniels Midland
ADM
Agriculture
42
2.78
Consumer Staples
58.99
Old Republic International
ORI
Insurance
36
3.71
Financials
47.50
Best Buy Corp.
BBY
Retail-Electronic
15
2.77
Consumer Discretionary
36.17
Span-America Medical Systems
SPAN
Medical Equipment
18
2.92
Health Care
43.54
Cracker Barrel Old Country
CBRL
Restaurants
14
2.89
Consumer Discretionary
55.09
Finish Line Inc. (The)
FINL
Retail-Apparel
10
3.09
Consumer Discretionary
68.75
T. Rowe Price Group
TROW
Financial Services
31
3.35
Financials
47.80
Qualcomm Inc.
QCOM
Telecomm Equipment
15
3.98
Information Tech
69.51
Brinker International
EAT
Restaurants
12
3.09
Consumer Discretionary
42.24

AmTrust Financial Services Inc. (AFSI) leads the pack this month as the stock dropped from the SEC Probe resulting from material errors in its latest filing.  This has caused the yield to go up to a respectable 3.6% (as of this writing).  As long as earnings and the dividend continue to grow I will keep them on my watchlist.

Archer Daniels Midland returns to the top 10 mainly because I lowered my dividend yield filter to 2.75%.  As of this writing ADM was sitting at 2.85%.  Food prices aren't going down so I might pick up more when the P/E drops below 20 again.

I know Span-America Medical Systems remains on my list but as you can see the number of years of dividend increases is red.  In March the dividend was declared at $0.16 per share.  That is now 7 quarters of no dividend increase.  That has me a bit worried as to why they are stretching it so far and risk the wrath of the DGI'ers.

Other than that the big box companies continue to be hurt by online sales.  I added QCOM and EAT to the list just so I can keep my eye on them.  Both have been on my list for some time but the Finish Line (FINL) and ADM bumped them down.

Have a good week and we will see where the market takes us.

Later,

Dividend Family Guy

 

2 comments:

  1. Thanks for the analysis. Interesting stuff. Cheers

    ReplyDelete
  2. Thanks BHL! We will see how things shape up.

    ReplyDelete