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+--- Thread: What Are Your Top Dividend Growth Buys Now? (/showthread.php?tid=712)
What Are Your Top Dividend Growth Buys Now? - Sure Dividend - 10-20-2014
I was wondering what fellow dividend growth investors think are some of the best bargains/top buys for dividend growth stocks with today's prices. Here are some stocks that rank highly for me:
- MCD
- XOM
- WMT
Please let me know your thoughts!
RE: What Are Your Top Dividend Growth Buys Now? - rapidacid - 10-20-2014
RGR
HP
GPS
ARLP
MSFT
QCOM
XOM
CALM
CBRL
MO
RE: What Are Your Top Dividend Growth Buys Now? - Dividend Watcher - 10-20-2014
Agree with HP.
RTN
HRS (a little more speculative)
RE: What Are Your Top Dividend Growth Buys Now? - DividendDragon - 10-20-2014
Bought into XOM and MCD at $92 a piece.
Would love to own a bit of HP, AAPL ans MSFT at current prices.
Yet...no capital
RE: What Are Your Top Dividend Growth Buys Now? - EricL - 10-20-2014
(10-20-2014, 03:52 PM)rapidacid Wrote: RGR
HP
GPS
ARLP
MSFT
QCOM
XOM
CALM
CBRL
MO
Some good names on the list but I don't know that RGR or CALM would be considered dividend growth names as both have payouts that vary with earnings.
I like HP, GPS, MSFT, QCOM, XOM, CBRL, and MO from your list and own MSFT, QCOM, CBRL and MO.
RE: What Are Your Top Dividend Growth Buys Now? - Kerim - 10-20-2014
Here's a screen shot of the top ten DG scorers from my current watch list, updated to reflect today's prices. (You'll see I haven't updated the underlying info for may of these in a month or two.) Score is out of a possible 100.
This isn't a "buy" list for me -- just a starting point. Some of these I already have full positions in, so would not buy (much) more. Others aren't a great fit with my diversification goals. Etc. For the same reasons, other names that I am interested in right now might not make it into the top 10.
[attachment=84]
Let me know if further explanation of any of that would be helpful.
RE: What Are Your Top Dividend Growth Buys Now? - DividendDragon - 10-20-2014
DE looks good.
Debt a bit too high maybe? Would like to see them start paying it down
PSX is also tempting but just missed Q2 earning estimates.
IBM - wouldn't touch it with a barge pole after today!
Long in AFL, XOM and MCD.
Looking to pick up some T soon and maybe P&G but the 22 p/e is making it look unlikely!
RE: What Are Your Top Dividend Growth Buys Now? - EricL - 10-20-2014
(10-20-2014, 06:26 PM)Lewys120 Wrote: DE looks good.
Debt a bit too high maybe? Would like to see them start paying it down
PSX is also tempting but just missed Q2 earning estimates.
IBM - wouldn't touch it with a barge pole after today!
Long in AFL, XOM and MCD.
Looking to pick up some T soon and maybe P&G but the 22 p/e is making it look unlikely!
If I remember correctly, the DE debt situation looks much worse than it actually is because much of it is for their financing division.
RE: What Are Your Top Dividend Growth Buys Now? - earthtodan - 10-21-2014
I really like SNY right here. It's overlooked by US dividend growth investors because it's French and only pays yearly, but I think it's a great investment, cheap, and it's one of my largest positions. The earnings the past few years look suspect but it's a patent cliff/pipeline strength story, which is just part of pharma.
Also liking JNJ, UTX, GE, QCOM, GWW, V, TD, BNS. That's probably what I'd buy tomorrow if I were to build someone a portfolio.
RE: What Are Your Top Dividend Growth Buys Now? - DividendDragon - 10-21-2014
My only pharma stock at present js GSK.
Bought in at 5.4% yiled.
The dividend growth history is patchy and they stock is pressed due to a collapse in China sales because of a bribary scandal.
It has a strong growth pipeline and I would be buying more if it weren't for the fact I'm trying to diversify as my portfolio is tiny and weighting stocks at 20 odd percent each!
(10-21-2014, 12:09 AM)earthtodan Wrote: I really like SNY right here. It's overlooked by US dividend growth investors because it's French and only pays yearly, but I think it's a great investment, cheap, and it's one of my largest positions. The earnings the past few years look suspect but it's a patent cliff/pipeline strength story, which is just part of pharma.
Also liking JNJ, UTX, GE, QCOM, GWW, V, TD, BNS. That's probably what I'd buy tomorrow if I were to build someone a portfolio.
RE: What Are Your Top Dividend Growth Buys Now? - DividendGarden - 10-21-2014
I have added to my positions in AFL, CVX, DE, V this past week.
RE: What Are Your Top Dividend Growth Buys Now? - Sure Dividend - 10-21-2014
Thanks for all the great replies, I appreciate the feedback!