Dividend Growth Quick Hitters / One Per Sector:

This dividend growth quick hitter’s theme is one stock per sector.  These are not all necessarily businesses I’d want to invest in, but there are several attractive options for further research.  Like the idea of a quick hit list?  Let me know in the comments below, and I’ll post them more often with different themes.

Basic Materials

Albemarle Corporation, ALB

“Albemarle Corp is a developer, manufacturer and marketer of engineered specialty chemicals. Its operations are managed and reported as three operating segments: Polymer Solutions, Catalysts and Fine Chemistry.” ~Seeking Alpha

Years of Dividend Raises: 18

Dividend Yield: 1.8%

Dividend Yield 5 Year Average: 1.4%

Revenue in 2009: $2,005

Revenue in 2013: $2,616

(Revenues are USD Million)

Payout Ratio: 28%

TTM P/E: 12.9

Forward P/E: 13.4

2014_NOV_FG_ALBConglomerates

Crane Co. (CR)

“Crane Co is a diversified manufacturer of highly engineered industrial products. Its four business segments are: Aerospace & Electronics, Engineered Materials, Merchandising Systems and Fluid Handling.” ~Seeking Alpha

Years of Dividend Raises: 9

Dividend Yield: 2.20%

Dividend Yield 5 Year Average: 2.10%

Revenue in 2009: $2,196

Revenue in 2013: $2,595

(Revenues are USD Million)

Payout Ratio: 39%

TTM P/E: 19.5

Forward P/E: 11.6

2014_NOV_FG_CRConsumer Goods

Kellogg Company (K)

“Kellogg Co and its subsidiaries are involved in the manufacture and marketing of ready-to-eat cereal and convenience foods.” ~Seeking Alpha

Years of Dividend Raises: 9

Dividend Yield: 3.0%

Dividend Yield 5 Year Average: 3.10%

Revenue in 2009: $12,575

Revenue in 2013: $14,792

(Revenues are USD Million)

Payout Ratio: 39%

TTM P/E: 13.6

Forward P/E: 16.2

2014_NOV_FG_KEnergy

National Oilwell Varco, Inc. (NOV)

“National Oilwell Varco, Inc., is a provider of equipment and components used in oil and gas drilling and production operations, oilfield services, and supply chain integration services to the upstream oil and gas industry.” ~Seeking Alpha

Years of Dividend Raises: 3

Dividend Yield: 2.60%

Dividend Yield 5 Year Average: 1.40%

Revenue in 2009: $12,712

Revenue in 2013: $22,869

(Revenues are USD Million)

Payout Ratio: 24%

TTM P/E: 11.8

Forward P/E: 11.2

2014_NOV_FG_NOVFinancial

The Bank of Nova Scotia (BNS)

“Bank of Nova Scotia is a full-service financial institution, which operates its business in four major business lines: Canadian Banking, International Banking, Global Wealth Management and Scotia Capital.” ~Seeking Alpha

Years of Dividend Raises: 3

Dividend Yield: 4.30%

Dividend Yield 5 Year Average: 4.00%

Revenue in 2009: $13,973

Revenue in 2013: $17,358

(Revenues are CAD Million)

Payout Ratio: 48%

TTM P/E: 11.9

Forward P/E: 11.1

2014_NOV_FG_BNSHealthcare

Baxter International (BAX)

“Baxter International Inc is a healthcare company which develops, manufactures and markets products that save and sustain the lives of people with hemophilia, immune disorders, infectious diseases, kidney disease, trauma and other chronic.” ~Seeking Alpha

Years of Dividend Raises: 8

Dividend Yield: 2.90%

Dividend Yield 5 Year Average: 2.50%

Revenue in 2009: $12,562

Revenue in 2013: $15,259

(Revenues are USD Million)

Payout Ratio: 59%

TTM P/E: 21.5

Forward P/E: 14.7

2014_NOV_FG_BAXIndustrial goods

Stanley Black & Decker, Inc. (SWK)

“Stanley Black & Decker Inc is a provider of power and hand tools, products and services for various industrial applications, mechanical access solutions and electronic security and monitoring systems.” ~Seeking Alpha

Years of Dividend Raises: 8

Dividend Yield: 2.20%

Dividend Yield 5 Year Average: 2.30%

Revenue in 2009: $3,737

Revenue in 2013: $11,001

(Revenues are USD Million)

Payout Ratio: 48%

TTM P/E: 21.9

Forward P/E: 15.4

2014_NOV_FG_SWKReits

Ventas, Inc. (VTR)

“Ventas Inc is a real estate investment trust, with a portfolio of seniors housing and healthcare operations in the United States and Canada.” ~Seeking Alpha

Years of Dividend Raises: 4

Dividend Yield: 4.20%

Dividend Yield 5 Year Average: 4.20%

Revenue in 2009: $936

Revenue in 2013: $2,752

(Revenues are USD Million)

2014_NOV_FG_VTRServices

Verizon Communications Inc. (VZ)

“Verizon Communications Inc. is a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies. Its two segments are Wireless and Wireline.” ~Seeking Alpha

Years of Dividend Raises: 9

Dividend Yield: 4.40%

Dividend Yield 5 Year Average: 4.90%

Revenue in 2009: $107,808

Revenue in 2013: $120,550

(Revenues are USD Million)

Payout Ratio: 44%

TTM P/E: 10.8

Forward P/E: 13.1

2014_NOV_FG_VzTechnology

Microsoft Corporation (MSFT)

“Microsoft Corp is engaged in designing, manufacturing, selling devices, and online advertising to a global customer audience. Its products include operating systems for computing devices, servers, phones, and other intelligent devices.” ~Seeking Alpha

Years of Dividend Raises: 8

Dividend Yield: 2.60%

Dividend Yield 5 Year Average: 2.60%

Revenue in 2009: $62,484

Revenue in 2013: $86,833

(Revenues are USD Million)

Payout Ratio: 45%

TTM P/E: 19.1

Forward P/E: 15.0

2014_NOV_FG_MSFT

Utilities

Southern Company (SO)

“Southern Co through its traditional operating companies, provides electric service in four Southeastern states.” ~Seeking Alpha

Years of Dividend Raises: 12

Dividend Yield: 4.40%

Dividend Yield 5 Year Average: 4.60%

Revenue in 2009: $15,743

Revenue in 2013: $17,087

(Revenues are USD Million)

Payout Ratio: 89%

TTM P/E: 20.2

Forward P/E: 16.5

2014_NOV_FG_SO

2014_NOV_FG_DEMO

My Dividend Growth

http://www.mydividendgrowth.com

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12 thoughts on “Dividend Growth Quick Hitters / One Per Sector:
    1. My Dividend Growth

      Jason,

      I knew you’d like one! The fast graph was my eye opening first glance I was referring to when I commented on your recent buy. Digging into their website and financials, it’s clear to see the company has amazing numbers. It’s hard to believe it’s currently selling for such a discount (thank you oil prices!). Excellent pick and thanks for leading me on to it 🙂 Hope you get some nice beach action in over the weekend and are able to spend some quality time with Claudia and her son!

      All my best,
      Ryan

       
      Reply
  1. JC @ Passive-Income-Pursuit

    Thanks for the quick hitters list. Really like thst idea. NOV does look really good and hopefully I can take a closer look at them soon while the price is depressed. VTR is looking good too. Ive been thinking of adding either them or OHI to my portfolio to get some more healthcare and REIT exposure. The higher yields help too. If only I had more capital to invest. I wouldn’t mind seeing BDX because I’ve been looking at them. Love the company but I think its a bit expensive right now.

     
    Reply
    1. JC @ Passive-Income-Pursuit

      Does the basic membership for fast graphs allow you to look at REITs? FG sure is convenient once you figure out the right companies. Im guessing I could count that as a business expense to help offset some of the income I make from the blog plus its a great way to get a quick look at the company.

       
      Reply
      1. My Dividend Growth

        JC,

        It does allow FFO and REIT’s with the basic membership that I have. I usually just post the Adjusted (Operating) Earnings graphs, however you can also choose from Normalized Basic Tax-Adjusted Earnings, Normalized Basic Earnings, Basic Earnings, Diluted Earnings, and Cash Flow (CFL, FFO). There are a ton of other selections and options to choose from that I don’t usually post here as well. The basic membership allows you three portfolios for quick access and so far I haven’t found a limit on how many tickers each portfolio can hold. I use my three for each C in the CCC list and have upwards of 200 stocks in each portfolio that allows for easy reviewing in list form with many different organizational options, as well as seeing the individual graphs in each portfolio. I highly recommend watching the video tutorials on their youtube page and then signing up for the free trial. I did that and never canceled my subscription because it saves me so much time in identifying valuations for further research. Best of all, you can post these on your blog (they have easy to follow guidelines) and I’d be so curious to see your analysis that I respect so much include some of these graphs. Great idea to write it off, I’d love to to do that if I could cash out some income from this blog… Maybe someday 🙂 Keep me updated if you decide to pull the trigger and I can’t wait to hear about your experience.

        Best Wishes,
        Ryan

         
        Reply
    2. My Dividend Growth

      JC,

      Not a problem, very happy you like these. Eventually I’ll gear up toward more analysis, but since my portfolio is so small I’m a little shy when it comes to that 🙂 I’ve been taking a hard look at NOV and especially VTR for my Roth IRA. VTR has some neat videos on their website too which makes me smile as a video editor. Why don’t more companies do that??? I’m pretty sure I’ve decided I want to own OHI and VTR in the long run, those industries are growing rapidly these last few years. I wish OHI’s price would drop just a little bit, but I suppose just getting in with an initial position would be better than nothing. I considered putting BDX on here, but as you mentioned it looks to be over valued at this time. I’d also love to hop on Ecolab (ECL) in that space, but that’s extremely expensive right now. Maybe we’ll get a shot at some of these eventually. Here’s hoping!

      Best Wishes,
      Ryan

       
      Reply
  2. roadmap2retire

    Thanks for the list, Ryan. Some interesting companies….some that I hadnt heard of and will need a closer look. I am almost completely invested in the market…and need to replenish my cash position before I look at investing in any of them.

    cheers
    R2R

     
    Reply
    1. My Dividend Growth

      R2R,

      I appreciate the comment! There are definitely a few lesser known names here, and some for good reasons as they don’t really fit my bill for investment. That said, there are a couple attractive businesses here and I’m hoping you can free up some capital soon because I always enjoying seeing where you put it to work!

      Take care!
      ~Ryan

       
      Reply
  3. Dividend Gremlin

    Ryan,

    Nice list of companies you have there. I am long MSFT and K myself via Loyal3. I really like your examination of ALB. I think that one has been flying under the radar for quite a while and basic materials sector is something is used in everything everywhere.

    I’ve also had my eye on BNS and BAX for some time now, just need to find the funds.

    Like the graphs, they definitely show some nice values out there.

    – Gremlin

     
    Reply
    1. My Dividend Growth

      Gremlin,

      I was surprised that K’s graph went straight up like that so consistently because there is so much market noise surrounding that company. That’s a really healthy looking history that I expect will continue once they get past a few hurdles. I also really like MSFT and have always preferred PC’s over Mac’s even though I’m forced to use Mac’s in edit bays at most post production offices. The editing computer I built at home is a nice ‘hackintosh’ that can boot either OS and I love having that option 🙂 I wish MSFT stock wouldn’t have shot up so much this past year and half or I’d be initiating large positions in it. ALB caught my eye right away too, I just wish the company was growing at a faster rate for that small yield. I’m also looking at BNS right now to fill my remaining 2013 contribution to the IRA. Thanks for the comment! 🙂

      Best Wishes,
      Ryan

       
      Reply
  4. Special Agent Dividend

    I really like this idea. It gives you a good grasp of the available sectors and some ideas that many would not have considered. For example, I’ll be researching BNS a little more now. I’ve been on the lookout for a buy within the financial sector and this looks like a viable option. Thanks for the posting!

     
    Reply
    1. My Dividend Growth

      SAD,

      Glad you’re finding use of this 🙂 I’ll try to be even more creative in sprinkling some lesser known DGI names in the mix going forward, great idea. I’ve been wanting to hop on the BNS train for a while now, it would be a great fit for my remaining 2013 IRA contributions. I’m also considering TD and RY for Canadian banks. Thanks for stopping by!

      Best Wishes,
      Ryan

       
      Reply

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