November 2017 Dividend Growth Watchlist

Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
+/-% vs. Graham
AmTrust Financial Services Inc.
AFSI
Financial Services
12
5.41
Financials
65.38
(33.3)
Lazard Limited
LAZ
Financial Services
10
3.45
Financials
45.43
65.5
Williams-Sonoma Inc.
WSM
Retail-Home Products
12
3.02
Consumer Discretionary
44.96
57.4
Brinker International
EAT
Restaurants
13
4.95
Consumer Discretionary
51.01
n/a
Meredith Corp.
MDP
Publishing
24
3.92
Consumer Discretionary
50.00
15.4
Archer Daniels Midland
ADM
Agriculture
42
3.13
Consumer Staples
54.01
1.3
Old Republic International
ORI
Insurance
36
3.75
Financials
48.72
(18.8)
Altria Group Inc.
MO
Tobacco
48
4.11
Consumer Staples
33.00
89.9
Cracker Barrel Old Country
CBRL
Restaurants
15
3.07
Consumer Discretionary
57.35
139.0
Target Corp.
TGT
Retail-Discount
50
4.20
Consumer Discretionary
50.10
24.4

November is pretty much the same as the October watchlist.  Good buys meeting the DFG stock screen are hard to find.  AmTrust Financial Services (AFSI) comes out on top and just posted an earnings miss yesterday sending the stock lower and the yield higher. 

The only other stock in the top ten that is a good deal is Old Republic (ORI)(always makes me think of Star Wars).  Insurance is insurance.  You will have losses and gains depending on your claims.

 

The remainder are worth watch and picking up on some good dips.

Update 11/15/17: AFSI did not raise there dividend due out in January.  That makes it more than 4 quarters since their last raise in October of 2016.  I am guessing they will now fall off of David Fish's spreadsheet of champs.

Happy dividend hunting,
Dividend Family Guy

Comments

  1. thanks for the list,
    Keep going on.

    Wim

    ReplyDelete
  2. Nice picks mate. Finding value is really difficult. I got myself some of GE. MO is my all time favorite ... vice stock :-)

    ReplyDelete
    Replies
    1. Thanks dividendgeek. Yeah not much value out there. Just a few and I own them/keep adding to them.
      Cheers,
      DFG

      Delete
  3. For those of us who are new to dividend investing... How do you separate or sort to find stocks that offer dividends? I've always just invested in mutual funds / index funds. Would be interested to start looking into dividend stuff after seeing your blog. Thanks!

    ReplyDelete
    Replies
    1. HI CreditCage. The best source of information is the list that David Fish compiles each month. Check out DripInvesting.org
      Cheers,
      DFG

      Delete

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This webpage is provided for general information only and nothing contained in the material constitutes a recommendation for the purchase or sale of any security. If you have any questions please feel free to contact me at dividendfamilyguy at gmail dot com.