Showing posts with label 2017 Dividend Machines. Show all posts
Showing posts with label 2017 Dividend Machines. Show all posts

Tuesday, October 10, 2017

DRI Activist investors make Darden a Dividend Machine again

You hear a lot about activist investors.   Most recently with P&G and Nelson Peltz.   Darden Group which operates restaurants went through an activist investor intervention and it turned out well.  Let's look at DRI's fundamentals today.

DRI, Dividend Machine Fundamentals support why I am going to add DRI to the 2017 portfolio.

DRI was a Dividend Machine in 2011, 2012 and again in 2013.  Then DRI stalled.  Starboard Capital came in and did re-organization work.  They did a spin off of Four Corners Property Trust, symbol FCPT.   Once that occurred DRI resumed its revenue and dividend growth.   DRI meets all my criteria and I am going to add it today.   See the table below.






One of the weaknesses with DRI is the lack of call option activity.   This may change if revenue growth continues to be robust.  I would like calls but with a yield of 3.18% that is growing at an average rate of 4.85% per year, DRI is good enough for me at this time.

Personally, I bought DRI during the good years and I sold calls which eventually were exercised.  I will be adding DRI to my personal portfolio as well as add it to the 2017 model portfolio.

M* MoneyMadam

Disclosure:  Adding DRI today


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Monday, May 8, 2017

Musings on 2017 Dividend Machines

When I started this project late in 2010, I picked one stock every week for 52 weeks.  That portfolio has done really well.  http://www.themoneymadam.com/p/2011-m-dividend-machine-portfolio.html


I rather doubt that the reason is buying one stock every week but instead the performance is so good because the market was just 2 years into recovery from the 2009 debacle and went straight up from there.

Here I am over four full months into 2017 and I want to invest $100,000 during this year in Dividend Machine stocks.  So far I have but four holdings so I am going to have to pick up my game. 




This is a risky approach as the market is pretty high.

If you are a young or new investor, you have no choice but to invest.  Cash pays you nothing and you cannot build wealth in cash.  So I am going back to my 2011 technique.  I look at The Street.com's dividend calendar and worth through it until I find a stock that meets my criteria then I buy it.

Stay tuned.  During this week I should find something to add to the portfolio.  I usually need about 20 stocks before I find one that is adequate.  Right now I have eleven stocks that are ex-dividend before May 20.  If I can't one in that list I will keep looking.

M* MoneyMadam
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