Monthly update: November 2013

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally US markets have been up. This month I didn't initiate any new position but I plan to purchase something next month if the conditions are right!

Monthly update: October 2013

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally US markets have been up, although EUR.USD-rates have gone up. This diminishes my annual dividend stream but also my portfolio value when looked at in euro's. This month I initiated a new position in Baxter International Inc, so I don't plan on any new purchases next month.

Recent buy: Baxter International Inc.

This week I made a new purchase for my DGI-portfolio: Baxter International Inc (Baxter or BAX). Google Finance has the following description of Baxter.

"Baxter is a global, diversified healthcare company. Baxter 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 and acute medical conditions. The Company operated in two segments: BioScience and Medication Delivery. It is engaged in the medical devices, pharmaceuticals and biotechnology to create products that advance patient care worldwide. These products are used by hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors’ offices, clinical and medical research laboratories, and by patients at home under physician supervision. Baxter manufactures products in 27 countries and sells the products in more than 100 countries."

In this post I'll highlight the reasons why I think Baxter is a good addition to my portfolio.

Monthly update: September 2013

The month has passed and it's my favorite time, giving an update of my dividend portfolio. Generally markets have been stable. This month I haven't initiated any new positions although I did save up some money for a purchase next month, combined with the dividends.

Screening process

Amateur investors have their own habits in the process of screening stocks. Though probably for most DGI'ers the monthly list of David Fish is a great starting point. You can find the list at this website: http://dripinvesting.org/tools/tools.asp. The Excel-spreadsheet lists almost every (useful) indicator for companies who've paid dividends for at least 5 years (="challengers"), 10 years (="contenders") and 25+ years ("champions"). In this post I will describe some of my thinking in regards to the most recent CCC-list of August 30th.

Stock analysis: Textainer Group Holdings

Textainer Group Holdings Limited and its subsidiaries (“Textainer”) is the world's largest lessor of intermodal containers based on fleet size. The Company began operations in 1979 and as of the most recent quarter end had more than 1.9 million containers, representing more than 2.8 million TEU, in its owned and managed fleet. Textainer leases dry freight, refrigerated, and specialized containers. Each year the company is one of the largest purchasers of new containers as well as one of the largest sellers of used containers. Textainer leases containers to approximately 400 shipping lines and other lessees and sells containers to more than 1,000 customers worldwide and provides services worldwide via a network of regional and area offices, as well as independent depots. (Source: Financial Tear Sheet TGH, as of September 7)

The Single Best Investment: Creating Wealth with Dividend Growth - Lowell Miller

Often I read books just for fun and a good time. When I'm done with the book it's placed on the bookshelf, never to be opened again. A few months later I hardly remember what any of those books were about. This is not a big deal if it's a David Baldacci or Dan Brown, but for financially related books I'd like to make a difference. In this article I’ll offer my take on the book ‘The Single Best Investment: Creating Wealth with Dividend Growth’ by Lowell Miller.