Stocks Added to Collection of Stock Analyses - July 2015

For those who are not yet familiar with my extensive collection of individual dividend stocks. The collection is currently comprised of 766 stock analyses (and still growing) with links to various stock analyses that I found throughout the dividend blog community.  

The collection was created in a Google Docs Spreadsheet so that I may continue to maintain and update the list periodically. My plan is to provide bi-monthly updates (one at mid month and another and the end of the month) to inform everyone of new stock analysis I have recently added to my collection.

The collection goes back two years.  Eventually, as the collection grows, I am planning to only keep stock analyses for a one year time period. You should also know that to help highlight the stock analyses that have recently been created during the last 2 months, I have provided NEW!! at the end of those analyses.

Here is a list of newly added stocks analyses since my last post.

NEWLY ADDED STOCK ANALYSES:

1. AT&T Corp (T)
• by Sure Dividend
2. Chevron Corp (CVX)
• by Sure Dividend
3. Chevron Corp (CVX)
• by Dividend Growth Stocks
4. Clorox Co (CLX)
• by Dividend Monk
5. Duke Energy (DUK)
• by Dividend Growth Stocks
6. Emerson Electric Co (EMR)
• by Dividend Growth Investor
7. Helmerich & Payne, Inc (HP)
• by Sure Dividend
8. Johnson & Johnson (JNJ)
• by Dividend Growth Stocks
9. Kellogg Co (K)
• by Sure Dividend
10. Lockheed Martin Corp (LMT)
• by Dividend Vet
11. McDonalds Corp (MCD)
• by Dividend Developer
12. Microsoft Corp (MSFT)
• by Dividend Growth Stocks
13. Nucor Corp (NUE)
• by Dividend Growth Stocks
14. Omega Healthcare Corp (OHI)
• by A Dividend Dream!
15. Qualcomm, Inc (QCOM)
• by Roadmap 2 Retire
16. Realty Income Corp (O)
• by Reuben Gregg Brewer
17. Realty Income Corp (O)
• by Dividend Growth Stocks
18. W.W. Grainger, Inc (GWW)
• by Sure Dividend
19. W.W. Grainger, Inc (GWW)
• by Dividend Growth Stocks

 Links now provided directly in this post!

Please feel free to leave me a message if you prepared a stock analysis that I did not include in my post.  I would be more than happy to add your stock analysis to both this post and our collection of stock analyses.  Please make sure to confirm that it is a dividend paying stock and that it is a individual stock analysis.

  

My goal is to make this collection become the centralized source where one begins their research on a particular dividend stock company or at the very least, a source to confirm if a company stock is worth buying. Whether your a beginner or a veteran, I want this list to become an invaluable reference tool for you all. Best part, unlike other subscription based sites, I plan to keep this completely free for everyone to enjoy and benefit from.

Feel free to share with all of your friends and family! 

Click on Link Below

Complete Collection of Stock Analyses

Also don't forget to check out our:

NEW!! Collection of Recent Buys

RECENT BUY - (NYSE : EMR)

WE RECENTLY PURCHASED THE FOLLOWING

EMERSON ELECTRIC (EMR)
Purchased 9 shares of EMR on 7/07/2015 at $55.00
Total Spent: $495.00
$16.92 added to annual dividends

With the China and Greece in the news, technical issues in the NYSE that halted trading for 3 hours, and further drop in oil prices (unfortunately not at the pump), Mr. Market provided everyone with additional opportunities to pick up shares or in our case average down our cost basis on a few long term holdings. 

Back in October of 2014, we picked up 9 shares of EMR at $61.00.  On Tuesday (7/7), we decided to pick up 9 more shares of EMR (Emerson Electric) to average down our cost basis. With our recent purchase, we now own 18 total shares of EMR in our family's dividend stocks portfolio.  The cost basis for our EMR shares went from $61.00 to $58.00.  Our estimated forward dividends grew another $16.92, putting our yearly dividends at approximately $2,372/year (excluding our Edwards Jones account) and $2,754/year (including our Edward Jones account).

Tuesday's purchase, however, did not add a new holding to our family's dividend stocks portfolio, which remains at a total of 40 different dividend paying stocks/ETFs in the portfolio

Our family's dividend stocks portfolio may be found

by clicking on the link below:

DIVIDEND STOCKS PORTFOLIO

We also maintain an extensive list of stock analysis

that can be access through the link below:

COLLECTION OF STOCK ANALYSES

We also just started a list of Recent Buys by other bloggers

that can be access through the link below:

COLLECTION OF RECENT BUYS

HERE IS A QUICK FACT SHEET FOR THE STOCK I JUST PURCHASED:

EMERSON ELECTRIC (EMR)

P/E: 14.26
Payout Ratio: 47.49%
Dividend Yield: 3.50%
58 consecutive years of dividend increases
Last Ex-dividend date: 5/13/2015

Next Ex-dividend date: approx. - 8/13/2015
Have paid a dividend since: 1947 (68 years)
Pays a dividend 4 times a year.
Market Cap: 35.9 Billion
52-week high: $68.23
52-week low: $53.76
Purchased Price: $55.00

What are your thoughts about my recent purchase?

What are you buying?

RECENT BUY - (NYSE : CVX)

WE RECENTLY PURCHASED THE FOLLOWING

CHEVRON CORPORATION (CVX)
Purchased 5 shares of CVX on 7/06/2015 at $95.00
Total Spent: $475.00
$21.40 added to annual dividends

For our last purchase in June (on 6/26), we ended up picking up a few shares of Exxon Mobil Corp (XOM), which was our readers 2nd pick from our recent ASK THE READERS post. 

On Monday (7/6), we decided to pick up a few more shares of CVX (Chevron Corporation) to average down our cost basis. With our recent purchase, we now own 10 total shares of CVX in our family's dividend stocks portfolio.  The cost basis for our CVX shares is now $97.50.  Our estimated forward dividends grew another $21.40, putting our yearly dividends at approximately $2,928/year (excluding our Edwards Jones account) and $3,310/year (including our Edward Jones account).

Monday's purchase, however, did not add a new holding to our family's dividend stocks portfolio, which remains at a total of 40 different dividend paying stocks/ETFs in the portfolio

Our family's dividend stocks portfolio may be found

by clicking on the link below:

DIVIDEND STOCKS PORTFOLIO

We also maintain an extensive list of stock analysis

that can be access through the link below:

COLLECTION OF STOCK ANALYSES

We also just started a list of Recent Buys by other bloggers

that can be access through the link below:

COLLECTION OF RECENT BUYS

HERE IS A QUICK FACT SHEET FOR THE STOCK I JUST PURCHASED:

Chevron Corporation (CVX)

P/E: 10.249
Payout Ratio: 46.76%
Dividend Yield: 4.57%
29 consecutive years of dividend increases
Last Ex-dividend date: 5/15/2015

Next Ex-dividend date: approx. - 8/15/2015
Have paid a dividend since: 1912 (102 years!)
Pays a dividend 4 times a year.
Market Cap: 176.3 Billion
52-week high: $135.10
52-week low: $93.26
Purchased Price: $95.00

What are your thoughts about my recent purchase?

What are you buying?

Net Worth (Update) - 2nd Quarter

Originally, I was only planning to provide annual Net Worth updates.  However, since I am now part of an active list of bloggers who provide their net worth on Rockstar Finance's page - The Ultimate List of Blogger Net Worth, I have decided to start providing quarterly updates.  Providing quarterly updates will allow us to keep our readers more updated with our overall progress towards Financial Independence. It will also allow us to stay accurate and current on the Rockstar Finance's Ultimate List of Blogger Net Worth. ;)

As of the end of June 2015 (2nd Quarter), our family net worth is as follows:

Retirement Savings:                      $ 403,419

P2P Lending Accounts:                   $  18,767

Dividend Stock Accounts (DSA):     $  66,797
DSA - Surplus Cash:                      $    7,492
College Savings Accounts:              $  40,178

Cash and Savings:                         $108,582

GRAND TOTAL

$645,240
(Increase of $6,894 since 3/31/15)

Although we do not count it as part of our Net worth,
it is still nice to know that our Home Equity is:

$450,088*

(Increase of $174 since 3/31/15)

I'm not sure if it is just me but I have to admit that I look forward to doing our Net Worth reports. Since we began tracking our Net Worth, we have somehow managed to continue to grow our net worth each and every quarter (although some quarters are clearly better than others).  We certainly have had down months in between but thankfully have always ended quarters with an overall gain.  Personally, I believe it is a combination of having an end goal and commitment to live below our means in order to achieve our goal. Although we do not post our income and expenses on our blog, we save or invest approximately 50% of our income each and every month.

During this last quarter, we saw our net worth grow by another $6,894, from $638,346 at the end of March (1st quarter) of 2015 to $645,240 at the end of June (2nd quarter) of 2015.  

If you include our home equity, which some people choose to do, our net worth actually grew $7,068 from $1,087,464 to $1,095,328.  It's a pretty awesome figure when you include the home equity but the reality is we need our home for shelter and have no intention of selling it. Therefore, the home equity is locked into our home and simply is not liquid as our other investments. I'll still continue to calculate and show the numbers but won't consider myself a true millionaire until I can accomplish that feat without my home equity.  :)

* NOTE: If you follow us, you know that we do not consider the home equity in our home as part of our net worth. Although others do consider home equity, and even cars, collections, etc. as part of their net worth, it is our opinion that since these items are not very liquid and the value of these items is highly dependent on what others are willing to pay for them (at the present time), we have decided not to consider these type of assets as part of our family's recognized net worth.

Dividend Stocks Portfolio (Update) - July 2015

Here is the recent update to our dividend stocks portfolio – July 2015.

SALES 

This past month we did not sell off any shares from our family's dividend stock portfolio.  But since we did not sell any shares throughout the month of June, that also means that our annual dividends did not decrease either. 

As some of my friends would say, "I'll drink to that!" :)

TOTAL VALUE OF ALL SALES: $0.00

OVERALL DECREASE TO ANNUAL DIVIDENDS: $0.00
  

PURCHASES

We finally got back on track and saw a nice spike in stock buying activity this past month.  In fact, we ended the month of June with a total of 5 buy transactions.  From what we saw, many DGI bloggers had at least 3 buys throughout the month of June.  And I believe Jason from Dividend Mantra had a total of 10 buys this past month!  All in all, great month with lots of solid companies out there at very attractive prices.  Hope it continues because we certainly would like to keep this momentum going! :)

With the purchases this month, the family dividend stocks portfolio now contains a total of 40 different companies/ETF that all pay us a dividend.

The following is the actual buy that we made during the month of June:

6/4/15
12 shares of OKS (Oneok Partners LP) at $37.97 

• Total Spent: $455.76
• Estimated Annual Dividend Received: $37.92

6/15/15
9 shares of WMT (Wal-Mart Stores) at $72.00 

• Total Spent: $648.00
• Estimated Annual Dividend Received: $17.64

6/15/15
10 shares of VZ (Verizon Wireless) at $47.00 

• Total Spent: $470.00
• Estimated Annual Dividend Received: $22.00

6/25/15
10 shares of OHI (Omega Healthcare REIT Investors Inc) at $34.75 

• Total Spent: $347.50
• Estimated Annual Dividend Received: $21.60

6/26/15
5 shares of XOM (Exxon Mobil Corp) at $83.50

• Total Spent: $417.50
• Estimated Annual Dividend Received: $14.60

TOTAL SPENT ON NEW ACQUISITION: $2,338.76

OVERALL INCREASE TO ANNUAL DIVIDENDS: $113.76

With the additional $113.76 in dividends, our new estimated annual income is now $3,310 or and average of approximately $275/month.
  

TRADE COUNTER

We are blessed to have a PMA trading account with Wells Fargo Investments.  With our PMA trading account, we receive 100 FREE trades a year!  How awesome is that?!? So far, we've used a total of 62 trades out of 100.  Our trade counter will reset on 9/15/2015. With just a little over 2 months left before our trade counter resets, that means we can average roughly 19 trades a month and not pay single penny in commission. Woohoo!

DIVIDENDS

During the month of June,  our family received dividends from a total of 18 companies/ETFs!! The total dividends received from those 18 companies/ETFs was: $192.47.

For the month of June, we receive the following dividends:

WELLS FARGO INVESTMENT ACCOUNT:
6/1/15 - Dividend from WMT (Wal-Mart Stores Inc): $3.92
6/1/15 - Dividend from ENB (Enbridge Inc): $7.46
6/1/15 - Dividend from AFL (Aflac Inc): $13.65
6/9/15 - Dividend from JNJ (Johnson and Johnson): $6.00
6/10/15 - Dividend from TGT (Target Corp): $7.84
6/10/15 - Dividend from IBM (Int'l Business Machine): $3.90
6/10/15 - Dividend from XOM (Exxon Mobil Corp): $4.38
6/10/15 - Dividend from EXC (Exelon Corp): $18.58
6/10/15 - Dividend from EMR (Emerson Electric Co): $4.23
6/10/15 - Dividend from CVX (Chevron Corp): $5.35
6/15/15 - Dividend from ORI (Old Republic Int'l Corp): $6.48
6/15/15 - Dividend from MCD (McDonalds Corp): $5.10
6/17/15 - Dividend from RIG (Transocean Ltd): $5.25
6/19/15 - Dividend from ESV (Esnco Plc): $12.75
6/22/15 - Dividend from RDS.B (Royal Dutch Shell Plc): $8.46
6/30/15 - Dividend from BPY (Brookfield Property Partners Lp): $.77
6/30/15 - Dividend from FTR (Frontier Communications Corp): $31.56
6/30/15 - Dividend from EC (Ecopetrol SA): $46.79

EDWARD JONES INVESTMENT ACCOUNT:
*No dividend were received in June from EJ Account

OVERALL DIVIDENDS TOTAL THIS MONTH: $192.47*

* We currently receive our dividends as cash in all stock positions held. 

In case you interested, our family's dividend stocks portfolio may be found by clicking on the link below:

Dividend Stocks Portfolio

Happy 4th of July (Independence Day) Everyone !!

From our Family to Yours

Wishing Everyone a Happy Independence Day!!

Enjoy your holiday weekend with friends and family, 
may you all be 1-year closer to your own personal

Financial

Independence

Day!!

Collection of RECENT BUYS (Summary) - June 2015

Since I began investing in dividend stocks approximately two years ago I've been keeping a personal log of what other dividend bloggers and dividend investors are buying.  Until now, I've just done it for my own personal knowledge and it has proven to be a great resource I use when I have no idea what I should buy. 

The collection essentially highlights the Recent Buys I have discovered throughout the dividend blog community. I always like to see what others are buying.  And with this collection, one can easily see all the buys in one centralized source.  In November of 2014, I started making my collection of Recent Buys available on my blog for everyone. I Hope everyone has found it to be a great resource!

In case you just want a quick summary of what everyone has been buying this past month, below is a chart that depicts just that! :) 

(The chart and table above only includes companies with more than 3 buys)

With Greece back in the news, the buying activity certainly picked up once again around the DGI community. In fact, since we've started to blog our Collection of Recent Buys, June saw the highest number of buys ever found throughout the DGI community in a single month.  In all, a total of 73 buys were found throughout the month of June.  In fact, since there were so many buys logged this past month, we decided to only chart those companies with more than 3 buys.  In past months, we had previously included all companies with 2 or more buys.  

To summarize, out of a total of 73 buys found around the DGI community, a total of 42 companies were purchased, with 15 companies bought more than once.  

1. The most popular company this past month (and for the second consecutive month) was: Union Pacific Corp (UNP), which was purchased by 6 different investors throughout the DGI community.  
2. In second place was W.P. Carey Inc (WPC), which was purchased by 5 different investors throughout the DGI community. 
3. Third place was a tie between Johnson and Johnson (JNJ) and Exxon Mobil Corp (XOM) with a total of 4 buys.  

The following companies each had 3 buys (5 total): 

• Toronto-Dominion Bank (TD), Travelers Company (TRV), Coca Cola Company (KO), Ventas, Inc (VTR), Bank of Nova Scotia (BNS).

And although not included in the chart, the following companies each had 2 buys (6 total): 

• T.Rowe Price (TROW), Omega Healthcare Investors Inc (OHI),  Baxter International Inc (BAX), HCP Inc (HCP), Wal-Mart Stores (WMT), Oneok Inc (OKE).

We are happy to say, our family was certainly active during the recent buying frenzy this past month.  During the month of June, we picked up shares in XOM, OHI, WMT, OKS, and VZ for our family's dividend stocks portfolio.  After two straight months of light stock buying activity, we are thankful to see this month's turnaround. Hopefully, the market continues to react to Greece news and provide us long term investors with more opportunities to buy quality stocks on sale!! 

What have you been buying?  Please feel free to share in the comments or send me a link to your Recent Buy post in case I happened to have missed it.

Don't forget to bookmark or add this page to your favorites!!

 COLLECTION OF RECENT BUYS

If you have a chance, make sure you take a look at my Collection of Stock Analyses!! As with my collection of recent buys, my goal is to make this collection also become a centralized source for everyone. It could become a place where one can get ideas on what to invest in next, to establish a desired stock purchase price, or simply to see what your favorite bloggers are buying.  Whatever your reason, my hope is that this collection proves to be a great reference tool and helps provide you that little extra advantage that you are looking for in order to succeed with your investing.