Most if not all the Dividend Growth Investors (DGI) on Seeking Alpha have used the so called CCC-list, maintained by David Fish. On this list are companies which have increased their dividend payout for at least 5 years (challengers), 10 years (contenders) or 25+ years (champions). Even though these companies are American based, a lot of these companies on this list have global exposure. However, in any case, they are still listed on American stock exchanges, valued in American dollars and also pay regular dividends in American dollars. For someone based in other areas of the world (in this case Europe), this poses a risk due to changes in the EUR.USD-rate.
Wednesday, January 29, 2014
Monday, January 6, 2014
Help me look for European companies which pay quarterly dividends!
Right now the most of my income comes from US dollars which makes it volatile due to changing EUR.USD-rates. I would like to diversify my dividend income stream between companies listed in Europe and USA. Maybe in the future I can add other currencies as well (UK or CHF, to be able to purchase GlaxoKlineSmith or Nestle). Of course the most important thing is that I want to invest in great companies with solid business fundamentals, good history of earnings and dividends and shareholder friendly management.
Thursday, January 2, 2014
Tuesday, December 31, 2013
Financial Goals for 2014!
Halfway 2013 I started my journey of becoming a Dividend Growth Investor. I sat goals for the coming years. These goals (annual dividends received) were based on the assumed dividend growth, yield, monthly deposits and stock price appreciation. For the first year this came at $500 or roughly €380 (EUR.USD-rate was around 1.3 at the time).
Monday, December 23, 2013
Recent buy: Omega Healthcare Investors
Today I've initiated a new position. With €1.250 in fresh capital and some extra dividends I purchased 59 shares of Omega Healthcare Investors Inc (OHI). As I previously wrote, OHI is a Real Estate Investment Trust ("REIT") providing financing and capital to the long-term healthcare industry with a particular focus on skilled nursing facilities located in the United States.
Tuesday, December 17, 2013
O or OHI: What to buy?
I am planning to make a purchase next week. Since I currently don't have any REIT exposure in my stock portfolio, I would like to add some using fresh capital. Especially considering the recent correction in stock prices due to worries about tapering and rising interest rates, this might be a good time to start a position.
Real Estate Investment Trusts
The REIT universe is quite but but I narrowed it down. I am considering two companies at the moment: Realty Income (O) and Omega Healthcare Investors (OHI). Although these companies are active in a different segment, their business is more or less the same.
Saturday, November 30, 2013
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!
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