European Dividend Growth Investor πŸ‡ΊπŸ‡¦ πŸ‡ͺπŸ‡Ί
European Dividend Growth Investor πŸ‡ΊπŸ‡¦ πŸ‡ͺπŸ‡Ί

@European_DGI

12 Tweets Dec 31, 2022
This year has been a gift to many dividend growth investors πŸ™Œ
However, it isn't over yet!
Here are 10 dividend growth stocks that are still triggering my curiosity πŸ‘‡
πŸ’Š Johnson & Johnson
Sector: Health Care
Known for: consumer products that they will spin-off (i.e. band-aid, tylenol)
Dividend Growth: 60 Years
Dividend Yield: 2.57%
5 Yr Avg Yield: 2.66%
Dividend Payout: 44%
Risk: patent expiration from blockbusters
Discl: LONG $JNJ
πŸ”¨Stanley Black & Decker
Sector: Industrials
Known for: tools used by real men for DIY
Dividend Growth: 55 Years
Dividend Yield: 4.12%
5 Yr Avg Yield: 2.24%
Dividend Payout: 59% (FWD)
Risk: the economic cycle
Discl: I do not own it, but I could start a position this year
πŸ›’Target
Sector: Consumer Staples
Known for: supermarket chain in the US
Dividend Growth: 55 Years
Dividend Yield: 2.79%
5 Yr Avg Yield: 2.31%
Dividend Payout: 61% (FWD)
Risk: cost-conscious consumers buying lower-margin products
Discl: I do not own it
βš™οΈ Texas Instruments
Sector: Information Technology
Known for: analog chips, iconic calculators
Dividend Growth: 18 Years
Dividend Yield: 2.8%
5 Yr Avg Yield: 2.69%
Dividend Payout: 65% (FWD)
Risk: supply chain, economic recession
Discl: LONG $TXN
@iOCharts
🏭 Siemens
Sector: Industrial
Known for: trains, trams, and other equipment
Dividend Growth: 2 Years (cut due to spin-off)
Dividend Yield: 3.21%
5 Yr Avg Yield: 3.31%
Dividend Payout: 55% (FWD)
Risk: economic recession, product recalls
Discl: LONG $ETR:SIE
πŸ›’οΈ DCC Plc
Sector: Energy
Known for: sales, marketing, and packaging services
Dividend Growth: 31 Years
Dividend Yield: 4.07%
5 Yr Avg Yield: 3.11%
Dividend Payout: 65% (FWD)
Risk: fewer investments in the energy sector, economic recession
Discl: LONG $LON:DCC
β˜” Allianz
Sector: Financial
Known for: car insurance, asset management
Dividend Growth: 13 Years
Dividend Yield: 5.3%
5 Yr Avg Yield: 4.54%
Dividend Payout: 67% (FWD)
Risk: litigation, economic crash
Discl: LONG $ETR:ALV
🏘️ Realty Income
Sector: REITs
Known for: the monthly dividend aristocrat
Dividend Growth: 25 Years
Dividend Yield: 4.75%
5 Yr Avg Yield: 4.48%
Dividend Payout (AFFO): 73% (FWD)
Risk: international expansion, it's not the US real estate market
Discl: LONG $O
πŸ’» HP Inc.
Sector: Information Technology
Known for: corporate notebooks, printers
Dividend Growth: 7 Years (spin-off HP)
Dividend Yield: 3.71%
5 Yr Avg Yield: 3.13%
Dividend Payout: 40% (FWD)
Risk: economic recession, less spending on their products
Discl: LONG $HPQ
πŸ“ˆ T Rowe Price Group
Sector: Financials
Known for: investment management, retirement plans
Dividend Growth: 36 Years
Dividend Yield: 3.96%
5 Yr Avg Yield: 2.86%
Dividend Payout: 61% (FWD)
Risk: financial market crash -> reduction in AUM
Discl: LONG $TROW
That's a wrap!
What dividend stocks are on your radar right now?
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