Dividend Announcement Thread!

[ken-do-nim]

(02-07-2023, 08:35 PM)fenders53 Wrote:

(02-07-2023, 05:22 PM)stockguru Wrote: 3M raises quarterly dividend by 0.7% to $1.50 from $1.49

Aristocrat rules need tweaked.  What a game.

Indeed.  What I look for in DG are stocks that consistently raise their dividend 8%+ every year. Or that kind of raise say 3 out of every 4 years.

[fenders53]

(02-08-2023, 10:57 AM)ken-do-nim Wrote:

(02-07-2023, 08:35 PM)fenders53 Wrote:

(02-07-2023, 05:22 PM)stockguru Wrote: 3M raises quarterly dividend by 0.7% to $1.50 from $1.49

Aristocrat rules need tweaked.  What a game.

Indeed.  What I look for in DG are stocks that consistently raise their dividend 8%+ every year.  Or that kind of raise say 3 out of every 4 years.

That goal is a bit lofty but no harm in trying.  I take industry conditions into account, but the one penny Div raise companies gotta go.  Especially if they have a joke dividend raise two years in a row.  You know they are gaming the "List" at that point.

[EricL]

Tractor Supply (NASDAQ:TSCO) declares $1.03/share quarterly dividend, 12% increase from prior dividend of $0.92.
Forward yield 1.78%
Payable March 14; for shareholders of record Feb. 27; ex-div Feb. 24.

[ken-do-nim]

Home Depot

Feb 21, 2023 (but I just saw the increase in my E*Trade account today)

The Company today announced that its board of directors approved a 10 percent increase in its quarterly dividend to $2.09 per share, which equates to an annual dividend of $8.36 per share.

The dividend is payable on March 23, 2023, to shareholders of record on the close of business on March 9, 2023. This is the 144th consecutive quarter the Company has paid a cash dividend.

[NilesMike]

Linde PLC's board of directors has raised its quarterly dividend to $1.275 per share from $1.17 per share.

The new dividend, which represents a 9% increase, is payable on March 28 to shareholders of record on March 14, the industrial gases and engineering company said Tuesday.


LIN has beaten the market in just about all market conditions that I tested and is in my Ultimate Portfolio.

[ken-do-nim]

(03-06-2023, 08:11 PM)NilesMike Wrote: LIN has beaten the market in just about all market conditions that I tested and is in my Ultimate Portfolio.

Yeah wow just looked that's impressive.  Have you shared your Ultimate Portfolio somewhere?

[NilesMike]

(03-06-2023, 08:33 PM)ken-do-nim Wrote:

(03-06-2023, 08:11 PM)NilesMike Wrote: LIN has beaten the market in just about all market conditions that I tested and is in my Ultimate Portfolio.

Yeah wow just looked that's impressive.  Have you shared your Ultimate Portfolio somewhere?

Nearing semi retirement, I am simplifying things beginning with the sale of an investment property in 2023. Funds will be rolled into the following portfolio.

The criteria of the stocks in the portfolio are: Dividend Aristocrat, outperformed the S&P soundly with superior risk adjusted returns. They also had to outperform the S&P during the following periods: GFC 2007-2009, the flat decade 2000-2012 and long term 2000-2022. Long term performance 5.5X S&P with 1/2 drawdown of S&P.
Open for critique, here it goes:

MCD
ABT
LIN
HRL
O
BRO
BDX
CVX
CHD
GPC
SHW

Equally weighted and a percentage will be withdrawn from portfolio each year.

[ken-do-nim]

Thanks! I do think you posted this before, but it's nice to see it again. I'll take a look at each one.

[NilesMike]

(03-07-2023, 12:27 PM)ken-do-nim Wrote: Thanks!  I do think you posted this before, but it's nice to see it again.  I'll take a look at each one.

The beauty of them is as a portfolio. Individually, they all beat SPY in the periods tested above, but collectively it's the nuts.

Smokes the Ray Dalio All Weather port, Coffeehouse Investor port, Lazy Portfolio and on and on. Way better return and better drawdown and Sharpe ratios.

If I was 20 year younger I would market this. ( Scott Burns portfolios also got smoked and he was able to parlay that notoriety into 800MM AUM)

[EricL]

Qualcomm (NASDAQ:QCOM) declares $0.80/share quarterly dividend, 6.7% increase from prior dividend of $0.75.
Forward yield 2.68%
This raise is effective for quarterly dividends payable after March 23, 2023.
Cristiano Amon, President and CEO of Qualcomm Incorporated, said, "We are pleased to announce an increase in our quarterly dividend. We remain committed to returning capital to stockholders through a balanced capital return policy, including a baseline of anti-dilutive stock repurchases."

[ken-do-nim]

ORCL announced a cash dividend of 0.40 with an ex-date of Apr. 10, 2023

****

Oracle had held the dividend at 0.32 for the last 8 quarters, so this was a nice surprise!

[EricL]

Bank OZK announced a quarterly dividend of $0.35, an increase of 2.94% over the prior quarter's $0.34 payout.
The dividend is an increase of 12.90% over the prior year's payout and brings the forward yield up to 4.12%.