6 Upcoming Dividend Increases

An individual investor details a strategy centered on identifying long-term investments via consistent dividend growth, utilizing historical data and recent increases. This methodology targets financially stable companies that demonstrate robust cash flow, with a highlighted portfolio averaging a 7.1% dividend increase and a 19-year growth streak, offering yields up to 7%. The strategy is noted for outperforming benchmarks like SCHD and RNP, citing companies such as Casey's and Morgan Stanley for delivering exceptional total returns, underscoring the importance of both yield and sustained dividend appreciation.

Analysis

The article presents a dividend growth investment strategy from the perspective of an individual investor, targeting companies with long-term, consistent dividend appreciation as a signal of financial stability and robust cash flow. The author's highlighted portfolio demonstrates an average dividend increase of 7.1% and a 19-year average streak of raising dividends, with select holdings offering yields up to 7%. The strategy explicitly aims to outperform benchmarks like the Schwab US Dividend Equity ETF (SCHD). Specific stocks, namely Casey's General Stores (CASY) and Morgan Stanley (MS), are identified as delivering 'exceptional total returns,' with the latter also noted as a strong financial performer post-stress tests. While the overall sentiment is strongly positive (0.75), particularly for CASY and MS (both 0.8), the low market impact score of 0.3 indicates this is a retail-focused opinion piece and not market-moving institutional research.

Key Decisions for Investors

• Investors focused on income and total return should consider screening for companies with multi-year dividend growth streaks and substantial recent increases, similar to the 7.1% average cited in the strategy.
• Casey's (CASY) and Morgan Stanley (MS) warrant further due diligence as potential long positions for a dividend growth portfolio, given their reported exceptional total returns and strong positive sentiment.
• Recognize that this analysis is an opinion piece from an individual investor, not institutional research; therefore, any investment decisions must be preceded by independent verification of the strategy's claims and suitability for one's own portfolio.