March 2019 - Dividend Report

March 2019 - Dividend Payout

It is that time again, for every investor it is the favorite time of the month. The time to stop and count the dividend received from the previous month and analyze what you received and plan for future dividend payouts for the months ahead.

I hope you had a great month last month as we had our best so far.

Dividend Pursuit had it's best month ever. I collected $226.26 in dividend last month to reach our highest total ever and $541.76 year-to-date in the first quarter.

Now let us review who paid me dividend last month, without further ado here is the list:

Stocks	January 2019	February 2019	March 2019
1st Quarter $541.76	$179.22	$136.28	Total $226.26
MAIN			$7.80
O			$2.26
EPR			$4.50
PEP			$9.28
LTC			$2.28
PBA			$0.45
AFL			$2.43
PSX			$4.80
COP			$2.14
SO			$6.00
CMI			$9.12
LB			$9.00
IBM			$10.99
XOM			$9.84
JNJ			$4.50
UPS			$4.80
ADM			$4.55
IP			$5.00
TSN			$1.88
ED			$1.48
WHR			$5.75
HSY			$3.61
UL			$3.93
D			$15.60
DAL			$4.90
RDS.A			$3.99
AZN			$23.25
BP			$6.15
PFG			$8.64
BHP			$22.00
KHC			$14.80
QCOM			$11

Do we share some of the names above? How did you do last month on your dividend payout?

Dividend Raise & Cuts

During last month I received 3 dividend raises and 1 dividend Cuts.

 

Raise

WPC raised its dividend by 0.20% which added $0.12 to my forward dividend;

O -Also raised its dividend by 0.20% which added $0.06 to my forward yearly dividend;

MAIN- raised its dividend by 2.6% which added $2.40 to my forward yearly dividend.

Cuts - 

KHC cut its dividend by a whopping 36% that cut my dividend by $34.20.

Despite this I added more shares here as the long term play still looks better than other options at this point. In the past I have cut ties with the stocks, which I still may do as I had 3 stocks cut their dividend big time in the last few months.

All in all it was a positive month last month. I will also review my last three months of rental cash flow in a future post, as well start posting our ROTH and IRA purchases. 

We are not planning to count with that income in the near future, but since we using it to lower our taxes we will start posting purchases on those accounts. I am still not comfortable posting results from our 401K and TSP due to the nature of those accounts as we will not be able to access it until 59 1/2.

How did you do last month did you had a wonderful month?

Thank you for visiting!

Dividend Pursuit

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money. 

Recent Purchases and Raises - March 19- April 1 2019

Recent Purchase - March-April

It has been a few weeks since I post my purchases, So it is time to update everyone on my purchase the last few weeks. The Market has been on a tear of late. This has made it hard to find deals to invest in. So I will be focusing on adding shares to current holdings and average down when necessary.

It has been my motto to ignored the market noises and focus on buying quality stocks that can weather the storm no matter what the market conditions are and can keep up paying and raising dividend in the process.

Without further ado here is what I recently added to my Dividend Pursuit Fund to reach FI/FIRE.

March 27, 2019

STWD 9 shares @ $22.66 total $203.94

April 1, 2019

KDP 3 shares @ $27.65 total $82.95

STWD -Startwood Property Trust, Inc. is a REIT company which invest in: Commercial and Residential Lending, Infrastructure Lending, Real Estate Property and Real Estate Investing and Servicing. The Current Dividend Payout is at 86% and the stock is currently yielding over 8% which is very juicy. Last quarter it's revenue beat the estimate by $7 Million. Last year it deployed over $11 billion dollar which was 58% from previous year. This will add to its free cash flow in the years ahead. The multiple business surely will be used to leverage current market lending structures. With this purchase I added $17.28 to my forward yearly dividend income.

KDP- Keurig Dr. Pepper, This was mostly to average my cost average down. I added 3 shares which will $1.80 in forward dividend income to my FI/FIRE fund.

The last few months I have received a few raises. Have you received a recent raise at work? As a Federal Worker we still have not received our raise for the year, mostly due to the shutdown. We will eventually receive it however, when we do I have to deploy tax strategy to avoid been over tax on that pay period. In contrast dividend raises are always welcome as it is not planned and I am not counting with it to live my daily live currently.

Let us review some raises announced in the last few weeks.

WPC - Dividend raised to $1.032 from $1.03 a 0.20% raised which adds $0.12 to my forward yearly dividend income.

O - Dividend raised to $0.226 from $0.2255 another 0.20% raised which adds $0.06 to my forward yearly dividend income.

BNS - Dividend raised to $0.87 from $0.85 a 2.4% dividend raise. This adds $0.62 in forward yearly dividend.

TD - Dividend raised to $0.74 from $0.67 a 10.4% dividend raise. This adds $1.09 to my forward yearly dividend.

CL- Dividend raised to $0.43 from $0.42 a 2.4% dividend raise. This adds $0.32 in forward yearly dividend.


Cuts: None.

Did you received any raises this month?
How about purchases, what are you buying lately?

Thanks for visiting

Dividend Pursuit

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.

April 2019 - Watch List

Watch List -April 2019

It is the beginning of a new month (April) and the planning on what I should purchase has started. Compared to previous month I will limit my purchase to a few hundred dollars this month. Tax will be due soon, a new Car is on the horizon, which I hope not to finance. So I may decide to sell few stocks to finance it instead. My hope is to work another 5 years at current Job and transition to part time job down the line to keep a steady income. 

This will mean I will loose some current monthly dividend income that I am currently receiving. However, no debt should accelerate the accumulations again in no time. 

Without further ado here is what is on the horizon for me to purchase this month:

1.  T (AT&T) I currently hold 18 shares and I hope to add more shares here this month. At current level it is a good time to add more shares to this dividend aristocrat. The stock is currently yielding north of  6% which is very juicy, with the synergies that will be gain with Time Warner this is surely the time to buy. Revenue has grow year-over-year to almost 20% last year after the merger. As the company focus on cutting debt, this will free up more cash flow which could be use to increase dividend as well.
2. TD (Toronto-Dominion Bank) one of Canada big banks. I like this stock due to it's bigger footprint in the USA market compare to the other big Canadian banks. We still close to 52-week low on it's current stock price, this may be a good time to add more shares; I currently hold only 5 shares and have ignored it for the most part to add to BNS, another of my favorite Canadian banks.
3. ABBV (Abbvie) currently sits at 20% from its peak. The dividend is very Juicy as well. The concerns with its top drug Humira is definitely a concern. However, multiple drugs in the pipeline should alleviate some of that concern by 2022. I currently hold 20 shares here, I would like to reach 30 shares by year end on this stocks and let it ride.
4. CVS is also down significantly from its peak $79.00. It may be the best time to load up in this stock at $53.00. With the synergies from its acquisition of Aetna and this will also put CVS ahead of its competitions as well as the leverage in price negotiations down the line. I currently hold 6 shares of CVS and it may be just the time to add more shares this month.
5. KDP (Keurig Dr. Pepper) I love my Keurig coffee pods in the morning. Leaving for work at 02:30 AM this is a daily necessities. The competition in the market is fierce and they lead the pack. KDP is now part of JAB Private German company, they don't tend to take advantage on synergies with most of their holding, i.e. Panera bread, Peet's coffee and other. Hopefully the synergies with Dr. Pepper will bear fruit sooner rather than later. I currently hold 14 shares here, I may add few shares this month as well here.

There are other stocks I may take a look at this month, but the Five mentioned above will be my focus this month. As we all know Mr. Market can always throw a wrench in our plans.

What will you be buying this month? Do we share some names?

Happy Investing.

Dividend Pursuit

Thank you for visiting.

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.

Recent Purchase March 8-20 - Update

Recent Purchase Update - March 8-2019

As the market continue to be on the upswing in the last few weeks, there are less and less bargains where to park my money. However, I did try to keep up with the theme to buy on a regular basis despite market conditions. But this does bring back the idea to buy 1 to 2 stocks a month. I will be trying that next month and see how it works for my FI/Fire Fund.

Without further ado, let us review what I purchase in the last few weeks:

March 13, 2019

IRM 6 shares @ $35.19 total $211.14
LEG 5 shares @ $43.62 total $218.10

March 18, 2019

TUP 2 shares @ $27.05 total $54.10

The three purchased were both to add shares to my holding and also to lower my cost average on all three stocks. With this purchase I added $483.34 in fresh capital and this will add $24.39 in forward yearly dividend.

What do you think of recent purchase?

what are you purchasing this month? 

Are you on the sidelines?

Thanks for visiting

Dividend Pursuit

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money. 

Recent Dividend Raises - March 2019

Dividend Increases - March 2019

One of the best news any long term investors will ever receive, is that one of the stocks they hold decided to share their wealth with the investors.

On the contrary the worst news is when a stocks decides to cut its dividend for one reason or another.

The reason I like buying dividend paying who continue to increase their dividend in a yearly basis, is that this has the power to compound over a long period of time.

So let us review some of my stocks holding who have decided to increase their dividend in March 2019:

Dividend Increase: 1

MAIN - they increase their dividend by a health 2.6% from $0.195 to $0.20 a month, this will add $2.40 in forward yearly dividend to my FI/Fund.

CUTS: 1

KHC - Cut its dividend from $0.63 to $0.40 ouch this one hurts a lot, a 36% cut on it's dividend. Not only did they misses EPS $0.84 by $0.10, they also had to do a massive write down of $15.4B. With this cut and with my recent Purchase where I added 25 more shares of the cut, my forward yearly dividend was trim by $34.20 in forward yearly dividend.

Notable raises on my watch list:

ALB 9.7% to $0.36

GILD 10.5% to $0.63

BCE 5% to $0.7925

DLR 6.9% to $1.08

KO 2.6% to $0.40

CM 2.9% to $1.40

ETN 8% to $0.71

KSS 9.8% to $0.67

I wish I could purchase this list now. But some I over my price range and with limited capital I decided to invest in other stocks currently on my fund.

How did you do this month with raises, did you received any raises recently?

Thanks for visiting

Dividend Pursuit

Disclaimer: Long on all stocks listed, except for ALB, GILD, BCE, DLR, KO, CM, ETN AND KSS.

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money. 

March 2019 - Recent Purchase

Recent Purchase - March 2019

Early in the day, early in the month that is what this month theme will be. Early on the month I took advantage of market conditions to add more shares, to stocks that I already own and also added new stocks to the fund.

Like I say Mr. Market, sometimes presents a buy opportunity and you have to be ready to act upon market conditions without reacting to negative news. Since there will always be different news that can influence the markets, one needs to be ready to pounce on it (no pun intended) when there is an opportunity to buy.

Let us review what I add recently to my fund that one day will fuel my FI/FIRE journey.

Without further ado...here is what I purchased:

March 5, 2019

QCOM 5 shares @ $53.78 total $268.89

KMB 4 shares @ $116.97 total $467.88

GPC 5 shares @ $108.62 total $543.10

RIO 10 shares @ $59.03 total $590.30

KHC 25 shares @ $33.00 total $825.00

March 7, 2019

ABBV 5 shares @ $77.76 total $389.80

BLX 4 shares @ $20.02 total $80.08

CAH 3 shares @ $47.59 total $142.76

This was an opportunity to average down on some of my holdings. Some were purchase when they were 10% to 20% higher than current prices. So if I can consistently buy some shares with a long term view I can probably average down in the course of a 5 to 10 years of accumulation time frame.

I try not to pay attention to the noise that the market is throwing at us. There will never be a day or week or months and even years that market doesn’t spill out negative reports on various different subject. These are market gyrations that can causes huge losses if we pay attention to every news and ingest and digest every single breaking news out.

With this purchase I added $3307.81 in fresh capital. This added $142.60 in forward yearly dividend.

What do you think of recent purchase?
What are you buying lately?

Thanks for visiting

Dividend Pursuit

Disclaimer: Long on all stocks listed

Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money

February Dividend -Update

February 2019 - Dividend update

A new month has started and it is time to count the dividend received last month. This is every dividend investor favorite time of the month. The time to count the dividend and see who paid us the previous month.

I look at it as wonderful businesses who decide to share a little bit of their wealth with investors. Of course long time investor has the time horizon on their side as the dividend couple with dividend increase will compound over the long haul.

Without further ado...here is the list of the dividend stocks who paid me:

Stocks	Dividend Amount
BMY	$0.82
VZ	$9.04
T	$9.18
CVS	$3.00
EPD	$2.61
WES	$9.80
CFG	$4.48
HEP	$8.68
OKE	$5.16
PAYX	$5.60
MAIN	$6.83
O	$2.26
CL	$3.36
EPR	$4.50
OHI	$12.54
ABBV	$16.05
ABT	$1.60
PG	$7.17
CAT	$3.44
SBUX	$4.68
FAST	$4.30
WELL	$4.35
LTC	$2.28
PBA	$0.46
SIRI	$0.02
HCP	$4.07
TOTAL	$136.28

A total of 26 different companies share a little bit of their wealth with yours truly and this is a wonderful thing. I received $136.28 last month in dividend that is a whopping $773.41% over last February 2018, truly amazing the power of compounding.

As I continue to build my portfolio to reach FI/FIRE, I could not be more proud to own this companies who share a piece of their wealth with us.

How did you do last month? 

Do we share the same names?

Thanks for visiting 

Dividend pursuit