Investors Are Yellen’ About the Fed Minutes
Posted on March 20, 2015 | Dividend Investing
This time last year, U.S. Federal Reserve chair Janet Yellen asserted that the central bank would no longer use unemployment as a target to determine interest rates. For well over a year, there has been speculation as to when the first rate hike would occur.
Our New Addition Announces Dividend Increase and Share Buybacks
Posted on March 13, 2015 | Dividend Investing
We are happy to see the large return of capital to shareholders so soon after its addition to the DI portfolio. While our preference is for dividend increases over buybacks, we acknowledge that there can be advantages to buybacks.
Changes to the Dow Jones Industrial Average and the DI Portfolio
Posted on March 6, 2015 | Dividend Investing
This week we are removing one of our original positions in the DI portfolio, United Technologies (UTX), and replacing it with Qualcomm Inc. (QCOM). Qualcomm develops digital communication technology and operates in the semiconductor industry.
February Dividends Close to Setting Records
Posted on February 27, 2015 | Dividend Investing
With fourth-quarter earnings season winding down (only about 10 members of the S&P 500 index are scheduled to report earnings next week), we thought it would be interesting to see how companies have fared overall.
Why Are Utility Stocks Powering Down?
Posted on February 20, 2015 | Dividend Investing
We cannot always identify a reason why a particular stock’s price has risen or fallen over a short-term period, but at times we do see patterns.
Don’t Judge Apple’s Freshness by its Record Market Cap
Posted on February 13, 2015 | Dividend Investing
This week, Apple Inc. (AAPL) achieved what no other publicly traded corporation has ever done before: Its market capitalization reached and rose above $700 billion.
Buying Growth Cheaply and Reinvesting; plus the February Monthly Report
Posted on February 6, 2015 | Dividend Investing
We are buying growth on the cheap this week with the new addition to the DI
Oil and Foreign Exchange Rates Impact Earnings
Posted on January 30, 2015 | Dividend Investing
It was a busy week for the DI portfolio, with 13 of our companies reporting. Due to the large inflow of earnings announcements, we want to keep the commentary short and sweet. We’ve seen recurring themes thus far not only in the DI portfolio but among several large companies that have reported quarterly earnings so far: the impact of a stronger dollar and lower oil prices.
Potential Upside (and Downside) to the ECB’s Bond Purchases
Posted on January 23, 2015 | Dividend Investing
It will be a while before we know what the impact of the European Central Bank’s (ECB) bond purchase program will be. Yesterday, as you’ve probably heard, the ECB announced its intention to purchase 60 billion euros of bonds per month between March 2015 and September 2016.
The immediate impact was a decline in the value of the euro against the dollar. This is a good thing for Americans with near-term plans to travel to Europe. It’s not good for American companies conducting business across the Atlantic. A stronger dollar makes U.S. products more expensive and reduces profits translated from euros into dollars. (The actual reduction from currency translation depends, in part, on the type of hedging employed.)
Getting More Energy, Plus the January Monthly Report
Posted on January 9, 2015 | Dividend Investing
The calendar may have flipped over to a new year, but one of the major stories in the financial arena remains unchanged: oil. Crude prices continue to slide, breaking below $50 per barrel. Reuters reported that prices on both West Texas Intermediate and Brent Sea oil fell today to levels not seen since 2009.