A blog about dividend investing and financial independence for a person supporting a 7 person family on one income. My goal is to be retired at age 55 to pursue other passions in life and rely on a passive income stream generated from dividends.
Following the DFG stock screen these are the top 10
stocks I will be watching closely this month.
From Top 10
Williams-Sonoma Inc (WSM)
Donegal Group Inc. A (DGICA)
Weyco Group Inc. (WEYS)
Target Corp. (TGT)
T. Rowe Price Group (TROW)
To Top 10
Cracker Barrel Old Country (CBRL)
They have been on and off the
top 10 many times this year
Brinker International (EAT)
Same as CBRL
Altria Group Inc. (MO)
Warrants a closer look
although price seems high still
Gap Inc. (GPS)
Staying clear of clothing and
apparel for now
Meredith Corp. (MDP)
New to the top 10. Warrants a closer look to see why they
showed up to the party
Researched and the US Dividend
Champions spreadsheet might have a discrepancy. The TTM P/E is actually 45.57 and the
payout ratio is way above my 75% cap at 165%
With that said Tanger
Factory Outlet Centers (SKT) is next on
Tanger Factory Outlet
This month I added
another column that offers me some guidance.
The column is the look at the +/- vs. Graham. The Graham number
shows me the upper bound price an investor should pay taking into account the
EPS and Book Value.
AFSI and ORI both look
attractive based on where their price currently lives. I own both and definitely want to own some
more. While I love MO as well it looks
to be a bit overpriced at this time based on the metric.
I look forward to
reading all the other watchlists out there so shoot me a comment if you have
one and your not in my bloglist.