December 2017 Dividend Growth Watchlist

Company Name
Symbol
Industry
No. Years
Dividend Yield
Sector
EPS% Payout
+/-% vs. Graham
Lazard Limited
LAZ
Financial Services
10
3.33
Financials
45.81
67.0
Williams-Sonoma Inc.
WSM
Retail-Home Products
12
3.05
Consumer Discretionary
44.19
54.8
Altria Group Inc.
MO
Tobacco
48
3.89
Consumer Staples
33.00
100.6
Cracker Barrel Old Country
CBRL
Restaurants
15
3.07
Consumer Discretionary
57.90
139.8
Brinker International
EAT
Restaurants
13
4.14
Consumer Discretionary
54.87
n/a
Archer Daniels Midland
ADM
Agriculture
42
3.21
Consumer Staples
60.09
3.2
Cardinal Health Inc.
CAH
Drugs
21
3.12
Health Care
53.92
46.5
Old Republic International
ORI
Insurance
36
3.62
Financials
55.88
(10.8)
Meredith Corp.
MDP
Publishing
24
3.05
Consumer Discretionary
50.24
48.9
Weyco Group Inc.
WEYS
Footwear
36
3.12
Consumer Discretionary
55.00
7.0

As the year winds down bargains are still very hard to find.  December's top ten list of dividend growth stocks to watch has some newcomers and some old favorites.  Following the Dividend Family Guy stock screen this list is created with the intent to further research each stock and consider it for purchase on a good dip.

Cardinal Health Inc. (CAH) and Weyco Gorup Inc (WEYS) are both new to the list.  The rest have been on my list for several months now (if not most of the year.)

Consumer discretionary stocks seem to be on sale the most that is why seeing CAH is a first for this screen.  I have little health care stocks in my portfolio so I will have to give it a close look.

 

Looking at the Graham Numbers are only showing ORI as undervalued.  Although it's growth and dividend raises haven't been stellar they have a decent entry yield and their numbers are near spotless.

Happy watching (and buying on dips)!

Dividend Family Guy


Disclosure: I own LAZ, MO, EAT, ADM, and ORI

Comments

  1. DFG -

    Solid list up there and a few names I haven't heard of. Yes, Cardinal is a curveball here, as they've taken the brunt of a downturn on their price (though, they've come back up to that upper $50's range. CVS is also interesting after the Aetna news, though I believe they will be remaining flat on their dividend this year due to the merger.

    -Lanny

    ReplyDelete
    Replies
    1. Hey Lanny, Yeah I wish I would have got them when they were lower.
      Later,
      DFG

      Delete
  2. CAH was one I recently added to a bit. Health-related always seems like a safe bet for the future, along with their track record until recently. After losing quite a bit on CAH in the last year, this is one I feel somewhat comfortable about adding to while it's not steadily climbing.

    ReplyDelete
    Replies
    1. Yeah I need to up my Healthcare % in my portfolio. This one might be a keeper.
      DFG

      Delete
  3. I recently bought some more shares in the consumer staples ETF that Vanguard offers (VDC) when the price dipped significantly in November, offering almost a 3% yield. I like a lot of the names on your list, thanks for sharing!

    ReplyDelete
    Replies
    1. I will need to check that out. Thanks for the tip.
      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.