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November/December watchlist

On the last day of October it is a good time to think about the coming months. What will my investing goals be up to the end of 2016?

I expect not to be able to invest as much as in October, with 3 buy totaling almost €800 becaus of a loan for our home we will be paying back in December. But a few 100 euros a months should be possible.

I think it is time to add at least one position to my portfolio. And I have a few companies on my watchlist.

My main focus will be on ABBVIE (ABBV) and Target(TGT). TGT is well priced at the moment with a P/E ratio of under 13 and a dividend yield of 3.3%. Also the payout ratio is around 42%, So the company has much room to keep their dividend raise streak going for a while. Theri latest dividend hike was a very nice 7%.

ABBVIE just announced another divididend raise of over 12%. However, their share price collapsed with 6% after they published their lasted figures. Their P/E ratio is just over 10 and dividend yield is now close to 4%. Before investing I should however look at their payout ratio. Comparing 2015 earnings per share with the announced annual dividend for 2017, the payout ratio is very high with 81%. 
So before investing in ABBV I shoud do some extra research. 

Looking at the dividend payout dates ABBV would be more interesting than TGT because ABBV is paying in my "off months". So an investment in ABBV will spread my dividend income better.


Populaire posts van deze blog

Dividend Update

It's been quiet here on the blog for a while now. Nothing's wrong but I was very busy at work and at home and didn't feel the energy to write some blogs. But now that everything is calming down a bit, it is time to pick up where I left off.

I've been investing a bit in the last month. I bought 10 extra UNA shares and also 11 shares of OHI. Both when they were dipping after their reported Q3 results.

Also I started investing in a new Mutual fund, which invests mainly in bonds.

In total I invested just short of 900 Euros for an expected anual dividend increase of €33.

I also collected dividends in september and october. In september I received €58.82 an increase of 270% compared to last year.

In november I received €15.58, an increase of 80% compared to last year.

New position AD

Yesterday I initiated a new postion. I bought 10 shares of Ahold Delhaize (AMS: AD). AD is company that was formed by the merger of Ahold from The Netherlands and Delhaize from Belgium. Ahold constists of their flagship Albert Heijn the market leader in supermarkets in The Neterlands, the largest liquor store chain Gall&Gall and the reason why Amazon doesn't have a big market share in Holland,

Most of these brands are also known in Belgium, but the main brand for Belgium is Delhaize.

Aold Delhaize is also active in the United States with brands like:

FoodlionStop&Shopbfresh and many more.They are also active in Asia.
I was eyeing for AD a little while but found them a bit expensive at a share price of €20 but since the announced takeover of Wholefoods by Amazon the share prices has taken a hit and closed at €16.04 yesterday. So it was now well within the price I was willing to pay for it.
I bought 10 shares of AD at a share price of €16.30. Including transaction c…

July 2017 dividend income

It's been a while since I posted my last blog. We were away for holiday vacation for a couple of weeks, camping in France. After that work kept me busy much more than I would have wanted but now it is time to blog again.

Now, just before the end of the month I finally have time to report my dividend income of July.

The first month of the quarter is alway a bit of an off month for my dividend income. I can report a dividend income after taxes of  €14.44.
The following companies paid me for owning their shares:

Coca Cola (KO): €7.71Whitestone REIT (WSR): €5.17Bank of Nova Scotia (BNS): €1.56 The still declining rate of the Dollar versus the Euro is still hurting my dividend income in Euro's. While my portfolio is slowly growing, my dividend income isn't, On the other side, it is also cheaper for me to buy US stocks.