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Jan 20, 2023
Dividend Increases/Decreases for the Week of January 20
Let's take a look at firms raising/lowering their dividends this week. Jan 12, 2023
Taiwan Semiconductor’s Shares May Have Bottomed
Image: We’re liking the technical bottom forming in Taiwan Semiconductor’s shares. Image Source: TradingView. Everyone has their eyes on Taiwan Semiconductor these days. The firm is the center of attention with respect to Sino-American relations, and the risk that China may invade Taiwan has added a degree of uncertainty to shares that is almost impossible to quantify within general valuation frameworks. Headquartered in Hsinchu, Taiwan, the world’s largest pure-play semiconductor foundry is a key bellwether for an area within technology that has faced considerable pressure during the past year. However, from our perspective, shares of Taiwan Semiconductor look to have carved out what we believe to be a technical bottom, and the high end of our fair value estimate range of $90 speaks to more upside potential. Jan 10, 2023
Dow Laggard Walgreens Boots Alliance Yields North of 5%; Has Raised Dividend for 47 Consecutive Years
Image: Walgreens Boots Alliance’s shares have been pummeled during 2022. Image Source: TradingView. Key metrics, including free cash flow and adjusted earnings per share, aren’t presently moving in the right direction at Walgreens Boots Alliance, but free cash flow generation remains in excess of cash dividends paid. The company, and its predecessor firm, Walgreen Co., have paid 360 straight quarters of dividends over the past 90 years, too, raising the payout in each of the past 47 years. It’s absolutely amazing for a company to have such a storied history and reliable dividend track record, but it’s also worth emphasizing Walgreens Alliance Boots is far from a simple story these days. Still, with a 5%+ forward estimated dividend yield, this component of the Dow Jones Industrial Average is worth a close look. Dec 23, 2022
Dividend Increases/Decreases for the Week of December 23
Let's take a look at firms raising/lowering their dividends this week. Nov 22, 2022
Dick’s Sporting Goods Defies Skeptics, Puts Up Strong Comp Performance in Fiscal Third Quarter
Image: Dick’s Sporting Goods is the premiere sporting goods retailer, and the firm’s performance during its recently reported fiscal third quarter showed a key inflection point in same-store-sales growth. Image Source: Dick’s Sporting Goods. On November 22, Dick’s Sporting Goods reported fiscal third quarter results for the period ending October 29 that beat expectations on both the top and bottom line, but the real story was the sporting good retailer’s same-store sales performance, which far exceeded the consensus expectation for the period. With a forward estimated dividend yield of ~1.8% and a solid Dividend Cushion ratio of 3.3, Dick’s Sporting Goods remains one of our favorite ideas within the Dividend Growth Newsletter portfolio. Nov 18, 2022
Dividend Increases/Decreases for the Week of November 18
Let's take a look at firms raising/lowering their dividends this week. Sep 23, 2022
Dividend Increases/Decreases for the Week of September 23
Let's take a look at firms raising/lowering their dividends this week. Aug 19, 2022
Dividend Increases/Decreases for the Week of August 19
Let's take a look at firms raising/lowering their dividends this week. Jul 29, 2022
Dividend Increases/Decreases for the Week of July 29
Let's take a look at firms raising/lowering their dividends this week. Jun 17, 2022
Dividend Increases/Decreases for the Week of June 17
Let's take a look at firms raising/lowering their dividends this week. The High Yield Dividend Newsletter, Best Ideas
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