(02-18-2016, 01:16 PM)RyanCMason Wrote: [ -> ]Great week for Dividend Growth Investors despite Walmart's low annual increase (1 cent a quarter). Walmart is in a tough spot now as their dividend growth is so small and there are many viable options with better dividend growth with similar yields (JNJ or PEP) or better yields with similar low dividend growth. (T, VZ, SO).
I'm okay with this, as they are allocating a considerable amount to buybacks (granted, not as good as a strong dividend increase). I read an article (can't find it now, but I wish I could) about how the Walton family is pressuring the board to keep dividend increases small and buybacks large. Their collective ownership % is rising, as are the rest of us who hold WMT. It speculated that they may even take WMT private down the road, but I want to be the last WMT shareholder standing, and I'll sell my stock to them for a great premium at some point.
From the Earnings Call of Boardwalk Real Estate Investment Trust (BEI.UN)
"The Trust will be increasing its regular distribution by
10.3% to $2.25 per Trust unit on annualized basis beginning February 2016 distribution."
Not bad for a REIT.
(02-22-2016, 09:45 PM)Roadmap2Retire Wrote: [ -> ]Well, we all knew this was coming..BHP Billiton slashes dividend by 74%
http://www.marketwatch.com/story/bhp-bil...2016-02-22
Yep...I actually may buy some tomorrow morning. I know commodities are frustrating to have in the portfolio these days, but in the 70s when stocks did badly and inflation was high, commodities went through the roof. I think it may be time to buy sooner or later.
EDIT: Actually, maybe not. I don't like variable dividends...I'll have to think on this (mgmt is saying 50% of fcf minimum for future dividends).
CIBC: Quarterly dividend up by $0.03 per share to $1.18. (2.6%)
Pretty good report overall, I've been buying more slowly for a while now. Was thinking of making another purchase today but we will see, I'm guessing there will be quite a big positive reaction on open today.
(02-25-2016, 08:50 AM)crimsonghost747 Wrote: [ -> ]CIBC: Quarterly dividend up by $0.03 per share to $1.18. (2.6%)
Pretty good report overall, I've been buying more slowly for a while now. Was thinking of making another purchase today but we will see, I'm guessing there will be quite a big positive reaction on open today.
CIBC has been raising dividends quarterly - so on an annual basis thats an increase of 11.3%. Great dividend growth story from CIBC!
(02-25-2016, 09:03 AM)Roadmap2Retire Wrote: [ -> ]CIBC has been raising dividends quarterly - so on an annual basis thats an increase of 11.3%. Great dividend growth story from CIBC!
Yup. I think that's now 8 raises in the past 9 quarters. I think they are trying to set a new standard of raising it each quarter instead of each year.
BUD raised 20%, and CB raised 17.5%.
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