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Author: THagenah Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8754  
Subject: Companies that grow their dividend Date: 4/14/2004 5:38 PM
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Nice board and a most welcome addition. As a retiree I have structured my portfolio so that almost all my holdings are in dividend producing stocks which grow their dividend each year, year in, year out. I have the following in my portfolio which fill that bill: C, FITB, FNM, GE, JNJ, MRK, MO, PFE, PG, XOM. I expect MRK to be a laggard in the dividend growth department but I'm willing to wait for a while. While I don't own any utilities I follow the likes of D, DUK, SO and FPL. I think any 2 of those would be fine. I also have some fairly large positions in Intel and Microsoft which were not purchased with dividends in mind but, at least, in Microsoft's case, it could become a solid dividend producer. I'm hoping that MSFT will declare a special dividend once they are out of the woods in their litigation and EU issues. Barron's has speculated twice in the last 9 months that MSFT could easily declare a $1.00 per share dividend and then embark upon a regular quarterly dividend. $1.00 special per share would cost the company 12 billion dollars, which is not that much given their cash hoard of 60 billion. A 1% regular dividend yield would be $.25 a year. A 2% regular dividend of $.50 at today's price of $ 25 a share would cost them about $ 6 billion dollars a year, not much for MSFT with its enormous cash generation ability. Last December Barron's had a piece on "Dividend Aristocrats" (companies that have raised their dividends annually for 25 years or more. The list is long but I'll add it here for those who are looking for some ideas:
Abbott Labs, Alltel, Altria, AmSouth Bancorp, Archer Daniels Midland, Automatic Data Processing, Avery Dennison, Bank of America, Century Tel, Chubb, Clorox, Coca Cola, Comerica, ConAgra, Consolodated Edison, CR Bard, Dickinson Becton Dover, Eli Lilly, Emerson Electric, Family Dollar Stores, First Tenn Nat'l, Gannett, GE, Jefferson Pilot, JNJ, Johnson Controls, KeyCorp, Kimberly Clark, Leggett and Platt, Lowes, Marsh &McLennan, Masco, May Dept Stores, McDonalds, McGraw Hill, MRK, Nucor, Pepsi, PPG Industries, PG, Regions Financial, Rohm & Hass, RR Donelley, Sigma Aldrich, South Trust, Stanley Works, Supervalu, Target, 3M, US Bancorp, VF Corp, Walgreen, Walmart and WW Grainger.
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Author: babyfrog Big red star, 1000 posts Old School Fool Home Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 65 of 8754
Subject: Re: Companies that grow their dividend Date: 4/15/2004 7:28 AM
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THagenah,

Your post has already made it onto the "Best Of" list. Not a bad first day for this new board.

Thank you,
-Chuck

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Author: peteyperson Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 73 of 8754
Subject: Re: Companies that grow their dividend Date: 4/15/2004 12:47 PM
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WW,

When you say that almost all your holdings are dividend producers, are you saying that you don't have much of a balanced asset allocation? Would it be fair to say that you plan never to sell the stocks and just to live off the dividend? Or a combination of asset sales to release capital growth and dividends? Do you hold many individual stocks?

I'm just thinking about the times you might experience when the market is down 20%+ and without diversification if these stocks cut dividends you might get a little bit stuck. Curious about your thinking/planning on this.

Petey


As a retiree I have structured my portfolio so that almost all my holdings are in dividend producing stocks which grow their dividend each year, year in, year out.

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Author: JoBeare Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 261 of 8754
Subject: Re: Companies that grow their dividend Date: 4/25/2004 11:35 AM
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Here is a link to the updated S&P list:

http://www2.standardandpoors.com/NASApp/cs/ContentServer?pagename=sp/Page/IndicesIndexPg&l=EN&b=4&f=1&s=6&ig=48&i=56&r=1&xcd=500&fd=EquityDividends

The present Dividend Aristocrat List from S&P is as follows:

TICKER	COMPANY	                SECTOR	               ACTION IN 2004
		(as of 12/312003)	
			
MMM	3M Co	                Industrials	        Increased in February
ABT	Abbott Laboratories	Health Care	        Increased in February
AT	ALLTEL Corp	        Telecommunication Services	
MO	Altria Group	        Consumer Staples	
ASO	AmSouth Bancorp	        Financials	
BUD	Anheuser-Busch Cos	Consumer Staples	
ADM	Archer-Daniels-Midland	Consumer Staples	Increased in February
ADP	Automatic Data Proc	Information Technology	
AVY	Avery Dennison Corp	Industrials	
BAC	Bank of America	        Financials	
BCR	Bard (C.R.)	        Health Care	
BDX	Becton, Dickinson	Health Care	
CTL	CenturyTel Inc	        Teleco Services	        Increased in February
CB	Chubb Corp	        Financials	        Increased in March
CLX	Clorox Co	        Consumer Staples	
KO	Coca-Cola Co	        Consumer Staples	Increased in February
CMA	Comerica Inc	        Financials	        Increased in January
CAG	ConAgra Foods	        Consumer Staples	
ED	Consolidated Edison	Utilities	        Increased in January
DNY	Donnelley(R.R.)& Sons	Industrials	
DOV	Dover Corp	        Industrials	
EMR	Emerson Electric	Industrials	
FDO	Family Dollar Stores	Consumer Discretionary	Increased in January
FTN	First Tenn Natl	        Financials	
GCI	Gannett Co	        Consumer Discretionary	
GE	Genl Electric	        Industrials	
GWW	Grainger (W.W.)	        Industrials	
JP	Jefferson-Pilot	        Financials	        Increased in February
JNJ	Johnson & Johnson	Health Care	
JCI	Johnson Controls	Consumer Discretionary	
KEY	KeyCorp	Financials	Increased in January
KMB	Kimberly-Clark	        Consumer Staples	Increased in January
LEG	Leggett & Platt	        Consumer Discretionary	
LLY	Lilly (Eli)	        Health Care	
LOW	Lowe's Cos	        Consumer Discretionary	
MMC	Marsh & McLennan	Financials	
MAS	Masco Corp	        Industrials	
MAY	May Dept Stores	        Consumer Discretionary	Increased in February
MCD	McDonald's Corp 	Consumer Discretionary	
MHP	McGraw-Hill Companies	Consumer Discretionary	Increased in January
MRK	Merck & Co	        Health Care	
NUE	Nucor Corp	        Materials	        Increased in February
PEP	PepsiCo Inc	        Consumer Staples	Increased in March
PFE	Pfizer, Inc	        Health Care	
PPG	PPG Indus	        Materials	        Increased in April
PG	Procter & Gamble	Consumer Staples	Increased in March
RF	Regions Financial	Financials	        Increased in January
ROH	Rohm & Haas	        Materials	
SIAL	Sigma-Aldrich	        Materials	        Increased in February
SOTR	SouthTrust Corp	        Financials	        Increased in January
SWK	Stanley Works	        Consumer Discretionary	
SVU	Supervalu Inc	        Consumer Staples	
TGT	Target Corp	        Consumer Discretionary	
USB	U.S. Bancorp	        Financials	
VFC	VF Corp	                Consumer Discretionary	
WMT	Wal-Mart Stores	        Consumer Staples	Increased in March
WAG	Walgreen Co	        Consumer Staples

Disclaimer - Standard & Poor's is a McGraw-Hill company which happened 
to make the list.  

jobeare
Owns AT, MAS, KEY, and has PG on short list of stocks to buy.


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Author: dfish Big red star, 1000 posts Feste Award Nominee! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 262 of 8754
Subject: Re: Companies that grow their dividend Date: 4/25/2004 1:21 PM
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FTN First Tenn Natl Financials

Note that this company just became First Horizon National (FHN)


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