Stocks Added to Collection of Stock Analyses (Part 2 of 2) - June 2015

For those who are not yet familiar with my extensive collection of individual dividend stocks. The collection is currently comprised of 742 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.

Sorry I have not posted an update in awhile (hence I had to break up the list into 2 separate posts). Here is a list of newly added stocks analyses since my last post.

Post 2 of 2 - Companies from M through Z:

1. McDonalds Corp (MCD)
• by The Conservative Income Investor
2. Microsoft Corp (MSFT)
• by Pollies Dividend
3. Norfolk Southern Corp (NSC)
• by Dividend Growth Investor
4. Occidental Petroleum Corp (OXY)
• by Dividend Growth Stocks
5. Omega Health Care Investors (OHI)
• by Dividend Growth Stocks
6. Phillip Morris Int'l (PM)
• by Dividend Dreams
7. Procter & Gamble Co (PG)
• by Div 4 Son
8. Procter & Gamble Co (PG)
• by Dennis McCain
9. Royal Dutch Shell Plc (RDS.A)
• by The Conservative Income Investor
10. Thor Industries (THO)
• by Retire Before Dad
11. Texas Instruments Inc (TXN)
• by Dividend Growth Stocks
12. TJX Companies, Inc (TJX)
• by Dividend Growth Investor
13. Union Pacific Corp UNP)
• by Div 4 Son
14. Union Pacific Corp (UNP)
• by Dividend Growth Investor
15. Ventas Inc (VTR)
• by Roadmap 2 Retire
16. Verizon Communications Inc (VZ)
• by Dividend Growth Stocks
17. Visa Inc (V)
• by The Conservative Income Investor
18. Walgreens Boots Alliance Inc (WBA)
• by Dividend Growth Stocks
19. Wal-mart Stores Inc (WMT)
• by Sure Dividend
20. Wal-mart Stores Inc (WMT)
    • by Dividend Growth Stocks
21. Wal-mart Stores Inc (WMT)
    • by The Conservative Income Investor
22. Wal-mart Stores Inc (WMT)
• by Dennis McCain
23. 3M Company (MMM)
• by Div 4 Son

 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

Stocks Added to Collection of Stock Analyses (Part 1 of 2) - June 2015

For those who are not yet familiar with my extensive collection of individual dividend stocks. The collection is currently comprised of 742 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.

Sorry I have not posted an update in awhile (hence I had to break up the list into two separate posts). Here is a list of newly added stocks analyses since my last post.

Post 1 of 2 - Companies from A through L:

1. Abbott Laboratories (ABT)
• by Forward Dividends
2. Abbvie Inc (ABBV)
• by Dividend Growth Stocks
3. American States Water Company (AWR)
• by Roadmap 2 Retire
4. Baxter International Inc (BAX)
• by Div4Son
5. Brown & Brown Inc (BRO)
• by Sure Dividend 
6. Brown Foreman Corp (BF.A)
• by The Conservative Income Investor
7. C.H. Robinson (CHRW)
• by Sure Dividend
8. Coca Cola Company (KO)
• by Income Surfer
9. Consolidated Edison (ED)
• by Dividend Growth Stocks
10. Cummins, Inc (CMI)
• by Dividend Empire
11. Deere & Company (DE)
• by Sure Dividend
12. Exxon Mobil Corp (XOM)
• by Sure Dividend
13. Exxon Mobil Corp (XOM)
• by Dividend Growth Investor
14. General Mills Inc (GIS)
• by Dividend Growth Stocks
15. General Mills Inc (GIS)
• by Income Surfer
16. Health Care REIT, Inc (HCN)
• by Roadmap 2 Retire
17. HCP, Inc (HCP)
• by Roadmap 2 Retire
18. HCP, Inc (HCP)
• by Div 4 Son
19. Health Care Services Group (HCSG)
• by Sure Dividend
20. Hormel Foods Corp (HRL)
    • by Sure Dividend
21. International Flavors & Fragrances (IFF)
    • by Sure Dividend
22. Kinder Morgan, Inc (KMI)
• by The Conservative Income Investor
23. Lockhead Martin Corp (LMT)
• by Sure Dividend
24. Lowes Company, Inc (LOW)
• by DivGro

 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 BUYS - (NYSE: WMT & VZ)

WE RECENTLY PURCHASED THE FOLLOWING



Wal-mart Stores, Inc (WMT)
Purchased 9 shares of WMT on 6/15/2015 at $72.00
Total money spent: $648.00
$17.64 added to annual dividends

Verizon Communications Inc (VZ)
Purchased 10 shares of VZ on 6/15/2015 at $47.00
Total money spent: $470.00
$22.00 added to annual dividends

Before today, we had 8 limit orders open for various stocks including (JNJ, BAX, OHI, OKS, TIS, HCP, WMT, and VZ).  This morning, 2 of the 8 orders were executed since the stock price reached our desired purchase price.  The first order was a purchased of WMT at $72.00. The second order was a purchase of VZ at $47.00.  We had actually bought shares in both WMT (click link for post) and VZ (click link for post) earlier this year so our purchase today was simply an addition to our current holdings. We now own 17 total shares in WMT and 35 total shares in VZ.  Both purchases not only added to our passive income stream, but also allowed us to average down our cost basis on two stocks that we plan to hang onto for the long haul. 

Since our purchases of Wal-mart Stores, Inc (WMT) and Verizon Communications Inc (VZ) today were shares in companies that we already owned, our family's Dividend Stocks Portfolio remains the same with a total of 39 different dividend paying stocks/ETFs in the portfolio.

Our estimated forward dividends, however, grew another $39.64, putting our yearly dividends at approximately $2912/year (excluding our Edwards Jones account) and $3,294/year (including our Edward Jones account). 

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 JUST PURCHASED:

Wal-Mart Stores, Inc (WMT)

• P/E: 14.47
• Payout Ratio: 39.7%
• Dividend Yield: 2.71%
• Dividend Growth rate (5yr AVG): 11.14%
• 8 consecutive years of dividend increases
• Last Ex-dividend date: 5/6/2015
• Next Ex-dividend date: approx. 8/6/2015
• Have paid a dividend since: 1975 (40 years)
• Pays a dividend 4 times a year.
• Market Cap: 253 Billion
• 52-week high: $90.97
• 52-week low: $72.61
• Purchased Price: $72.00

Verizon Communications Inc (VZ)

• P/E: 19.74
• Payout Ratio: 57.1%
• Dividend Yield: 4.66%
• Dividend Growth rate (5yr AVG): 2.95% 
• 8 consecutive years of dividend increases
• Last dividend Ex date: 4/8/2015
• Next dividend Ex date: 7/8/2015
• Have paid a dividend since: 1984 (31 years)
• Pays a dividend 4 times a year.
• Market Cap: 231.6 Billion
• 52-week high: $53.66
• 52-week low: $45.09
• Purchased Price: $47.00

What are your thoughts about my recent purchase?

What are you buying?

Mortgage Balance (Update) - June 2015

If you have viewed our family's Net Worth Page, you probably already know that it does not include the equity in our home.  Although, we do realize that it is technically part of our overall net worth, we decided that since our home equity is not an asset that we can count on for income (unless we sell and buy something cheaper) we would exclude it from our net worth calculation.

For the purpose of this blog, we are more interested in documenting our loan balance rather than our home equity.  With that said, we will use the current Zillow value as our estimated home value and use it to figure out the percentage we owe on our home. For those interested, we will include the amount of our home equity, but know that we are less concerned with the equity since we have no plans to cash out or otherwise sell our home. Our main goal is to pay off our home on or before my retirement date. 

HOME VALUE:

According to Zillow, our home is currently worth: $776,217 (down $4,585 since last month's post).  For the most part, home prices have steadily increased this year; unfortunately, the increase came to and end this past month.  Prior to this past month, we saw four consecutive months of increasing values.  Always sad to see loss in value but certainly make it much easier to swallow having come after a nice little streak of gains!

Honestly, whether our home prices rise or fall, it really doesn't mean much to our family as we have no intentions to sell or otherwise move.  We are very lucky to be able to say that we love were we are and couldn't see ourselves living and/or raising our family any other place. :)

 

Mortgage Balance (June):
$326,390 (down from $328,154 from last month)
Percentage Owed:
42.0% (stayed flat at 42.0%)
Home Equity:
$449,827 (down from $452,350 from last month)

Even though we don't consider home equity as part of our net worth, since I am sort of a statistics nerd, I still like to look at the numbers and draw fancy comparisons. :) 

The truth is that as long as my mortgage balance continues to go down consistently each month, I am happy. Nevertheless, our journey is currently laid out where if all we do is make our exact mortgage payment each month, the mortgage will be paid off a few months after my planned retirement date.  

Mortgage Background:
For those that have not read the Preface on our home equity, we currently hold a 15-year fixed rate mortgage at the incredibly low rate of 2.875%.  My goal is to retire within 12 years and 2 months so we are setting out to pay off our mortgage on or before my retirement date. Right now we are a few months behind the target retirement date. Currently, we have 12  years  - 11 months (155 months) left on our mortgage.  Nevertheless, I would like to have it paid off in another 10 years (or less). If we accomplish that, I plan to use the last few years to aggressively build our passive income to help supplement our retirement and defer tapping into the 457K as long as we can so it can continue to grow. 

Right now we are not putting any extra money towards the principal given our low 2.875% interest rate. We feel that we could make our money grow faster by investing it and while keeping the money more liquid. At a certain point, maybe in 8-10 years, we may consider using money from our investment accounts to wipe out the remaining mortgage balance.  Until then, we will continue to grow that money outside, rather than have it locked into our home.

  

Click on the link below to view our mortgage balance history:

Mortgage Balance History

Dividend Stocks Portfolio (Update) - June 2015

Here is the recent update to our dividend stocks portfolio – June 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 May, that also means that our annual dividends did not decrease. 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

For the second month in a row, work and home life got the best of us this past month.  We ended the month with just 1 buy transaction. The good news is that we've been able to pile some cash for future purchases. We have a few limit orders open so hopefully Mr. Market will cooperate and provide us an opportunity to own a few more companies or otherwise add additional shares to current ones. :)

Our recent purchase of HCP, Inc. (HCP) on May 29th, added a new company to our family's dividend stocks portfolio. The family dividend stocks portfolio now contains a total of 39 different companies/ETF that all pay us a dividend (excluding a recent purchase we just made days ago which will show up on next months report).

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

5/29/15
9 shares of HCP (HCP, Inc) at $38.75

• Estimated Annual Dividend Received: $20.34

TOTAL SPENT ON NEW ACQUISITION: $348.75*

OVERALL INCREASE TO ANNUAL DIVIDENDS: $20.34

With the additional $20.34 in dividends, our new estimated annual income is now $3,196 or and average of approximately $266/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 45 trades out of 100.  Our trade counter will reset on 9/15/2015. With just a little over 3 months left before our trade counter resets, that means we can average roughly 15 trades a month and not pay single penny in commission. Woohoo!

DIVIDENDS

During the month of May,  our family received dividends from a total of 6 companies/ETFs!! The total dividends received from those 6 companies/ETFs was: $127.22.

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

WELLS FARGO INVESTMENT ACCOUNT:
5/1/15 - Dividend from VZ (Verizon Communications Co) Inc: $13.75
5/1/15 - Dividend from DE (Deere & Company): $10.80
5/1/15 - Dividend from T (AT&T Inc): $18.96
5/15/15 - Dividend from KMI (Kinder Morgan Inc): $11.04
5/18/15 - Dividend from TIS (Orchids Paper Products Co): $14.00
5/22/15 - Dividend from ARTNA (Artesian Resource Corp): $14.19

A company we own (BHP Billiton Plc - BBL) spun-off (de-merger of ) one of its companies this past month, as a result, we got shares in the new company and cash-in lieu payment for any excess. Below is what we received:

5/29/15 - 26 shares of South32 LTD ADR (SOUHY) - value: $234.00
5/29/15 - Cash in lieu payment: $6.61

EDWARD JONES INVESTMENT ACCOUNT:
5/1/15 - Dividend from T (AT&T Inc): $44.48

OVERALL DIVIDENDS TOTAL THIS MONTH: $367.30*

* We currently receive our dividends as cash in all stock positions held. The total amount this past month also includes the net proceeds from spin-off of South32 LTD ADR. Without the proceeds, total dividends received was $127.22.

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

Dividend Stocks Portfolio

RECENT BUY - (NYSE: OKS)

WE RECENTLY PURCHASED THE FOLLOWING








ONEOK PARTNERS L P (OKS)
Purchased 12 shares of OKS on 6/4/2015 at $37.98
$37.92 added to annual dividends

We've been watching Oneok Partners L P (OKS) for a few months now. Today, the market provided us with an opportunity to add another company to our family's dividend stocks portfolio.

OKS currently has a great yield at 8.42% and a decent 9 year history of consecutive dividend increase, but looking at the payout ratio, one has to be concerned that OKS can not keep up the increases for much longer.  With that said, I am buying in with the notion that there may not be more raises in the coming future, and hopefully no decreases. :)

All in all, we are happy to be shareholders at today's discounted prices. With our purchase of Oneok Partners L P (OKS) today, our family's dividend stocks portfolio now holds a total of 39 different dividend paying stocks/ETFs in the portfolio. Our estimated forward dividends grew another $37.92, putting our yearly dividends at approximately $2,872/year (excluding our Edwards Jones account) and $3,254/year (including our Edward Jones account).

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 JUST PURCHASED:

ONEOK PARTNERS L P (OKS)

P/E: 21.56
Payout Ratio: 198.7%
Dividend Yield: 8.42%
9 consecutive years of dividend increases
Last Ex-dividend date: 4/28/2015

Next Ex-dividend date: approx. - 7/28/2015
Have paid a dividend since: 1994 (21 years)
Pays a dividend 4 times a year.
Market Cap: 9.5 Billion
52-week high: $59.67
52-week low: $36.67
Purchased Price: $37.92

What are your thoughts about my recent purchase?

What are you buying?

Collection of RECENT BUYS (Summary) - May 2015

 

Since I began investing in dividend stocks approximately a year and a half 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 1 buy)

The buying activity picked up once again around the DGI community. In May, our Collection of Recent Buys logged in a total of 56 buys throughout the month (compared to 47 in April and 62 in March). 

Out of a total of 56 buys found around the DGI community, a total of 38 companies were purchased, with 10 companies bought more than once.  There was a tie for 1st between two great companies: Union Pacific Corp (UNP) and Omega Healthcare Investors (OHI) were both purchased by 5 different investors throughout the DGI community.  There was also a tie for 2nd place between Johnson and Johnson (JNJ) and W.P. Carey Inc (WPC).  And rounding off 3rd (in no particular order), we saw a 6-way tie between HCP Inc (HCP),  Norfolk Southern Corp (NSC), Disney Corp (DIS), Bank of Nova Scotia (BNS), Chevron Corp (CVX), Apple Inc (APPL). 

 

Once again, our family was less active adding capital to our family's dividend stocks portfolio this past month.  We did, however, still managed to purchase a few shares in one of the 3rd most popular stock HCP Inc (HCP) on May 29th.  Once again, work and life got the best of us this past month.  Hopefully, June provides our family with more free time as well as buying opportunities!  The good news is we have a nice little pile of cash sitting around since we've been last active for two consecutive months now.   

 

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've missed it.

 

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

 COLLECTION OF RECENT BUYS

As with my collection of stock analyses, 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.