What's inside this dividendgrowth web site for subscribers?

  • Years of experience - Tom Connolly began teaching investing in the 1960s. The Connolly Report on dividend growth stocks, specifically, is now in Volume 38 (since 1981). I'm a financial economist. B.Comm. 1964. I am NOT an advisor, never was, never will be. I provide (a) ideas, many of which you will not find elsewhere, (b) three ways to value stocks (yield, Graham value and C.A.P.E) © dividend growth data and (d) reasons why you have to reject modern portfolio theory, professional management and ETFs.
  • Connolly Reports (summaries of the blog) inside this site go back to April 2009 (four a year).
  • Dividend Data is inside. A lot of dividend data Some of the dividend growth goes back decades, not just a few years as with most sites. And most of the dividend data is year-over-year, not just averages. And the dividend data now covers close to 50 common stocks with at least five years of consecutive dividend growth. Dividend data on some stocks goes back to 1977…forty years.
  • BOOK REVIEWS - There are pages and pages of investment book reviews. I've recently updated my review of Ben Graham's The Intelligent Investor, for instance. And the books are the good old ones. I go to the original source: Common Stock and Uncommon Profits from 1958, The Evaluation of Common Stocks by Arnold Bernhard who started Value Line, The Theory of Investment Value, 1938 by John Burr Williams, Winning the Loser's Game by Charles Ellis. Not only do I read, I continually study the great investing books to learn how individual investors did things before mutual funds.
  • Regular lists of dividend stocks that you can sort by yield, C.A.P.E and Graham value.
  • PDF lists of dividend growth stocks in order of C.A.P.E (cyclically adjusted p/e) so you can discern which stocks are less expensive.
  • PDF lists of dividend growth stocks in order of the difference between the current price and Graham's price. The expensive stocks fall to the bottom.
  • PDF lists of year-by-year dividend growth for stocks in order of yield. As with bonds, high yield is not always good.
  • Graham values - I use the formula from Chapter 14 Graham's 1949 Intelligent Investor: Chapter 7, 'Stock Selection for the Defensive Investor'. It's explained inside.
  • C.A.P.E. (cyclically adjusted p/e) is used to provide a more realistic p/e for individual stocks. there are no forward P/Es in my work.
  • YIELD CHARTS - I've been preparing yield charts for the stocks I follow for over 30 years. Some charts go back decades so we can study patterns and discern how cheap a stock it. Yield is a great valuation metric. Low yield indicates investor enthusiasm (thus expensiveness). High yield is not usually good.
  • Evidence that return is yield plus dividend growth adjusted for p/e is inside too.
  • Special topic pages and PDFs on C.A.P.E., for instance and rejected beta, on holding, portfolio construction, dividend signals…
  • There are two sample retirement portfolios. Connolly Report August 2011 and December 2014.

♦ DIAMONDS - For those of you wanting the basics of dividend growth investing but not really interested in investing, I mark essential items in the blog with diamonds.

  • Inside, we continue development of the dividend growth strategy. We constantly compare and contrast the dividend growth strategy to what others do. There is a strong link between rising dividends and growth capital. The sooner you realize this, the more secure your retirement will be. With rising income, you'll 'eat' less capital.
  • We explain why you must buy and hold individual dividend growth stocks to really build wealth…why ETFs and mutual funds will not work. Part of the explanation is this fact: the big Royal Bank balanced, monthly-income fund paid a 56¢ dispursement in 2004; a decade later the dispursement was 57¢. That's darn near fixed income. I dig into this kind of data.
  • 25 years of BNS dividend, price and yields as of July 2015 - a PDF file
  • 30 year dividend yield chart for Cdn Utilites shows entry points

Reprioritize - Take the leap of faith to dividend growth. You'll retire earlier and more comfortably…with tens of thousands of extra dollars on even a small portfolio. You will discover that as the dividend grows, your capital increases too. All this for the price of a patio lunch for two, with drinks.

We can supply 50 dividend growth examples similar to this one. The dividend of this stock (named inside) in 2006 was 5¢ a year. Now the dividend is 20 cents. In eight years the dividend quadrupled. What do you think happened to the price of this stock? Buying and holding great dividend growth stock allowed me to retire early. What about you? Do you have the patience to buy and hold, and hold, waiting for the dividend to grow and drive your capital growth too. The nob of it is: capital grows by roughly the same amount as the dividend. Proof inside. $50 gets you inside this site. It could change your life.

what_s_inside.txt · Last modified: 2018/10/08 11:01 by tom
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