-
Simple Directions Below on pg 2
SYMBOL
A B C D E F G H I J
Mo/Yr
-
StkPrice
Pr/OE CapFlow FROIC ROE PyOut TRowePrGrR Div$/LFCF Debt/Eq Yield *4yrDivGr*
(<15) (<50) (>15) (>15) (<50) (>15%) (<50%) (<50) (>3%) (>8%)
'13 -'14 -'15 --
ASK THESE QUESTIONS EACH YEAR: ( YES/NO ) '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 '23
1 -Dividend: Is it growing year over year?
2 -Revenue: Has it grown from the previous year?
3 -Gross Margin %: Is it stable or growing?
4 -Operating Margin %:Is it stable or growing?
5 -EPS: Is it growing?
6 – Have Sales Grown over last 4 years?
7 -Share Count: Is it stable or declining?
8 -Book Value:Is it growing?
9 -Operating Cash Flow: Is it flat or growing?
10 -Free Cash Flow: Is it stable or growing?
11-Valuation: Is the current P/E lower than the 5 yr ave?12-Has this investment kept up with the market at least 1yr
in total returns (price & performance)for the past three yrs? Total Red / Entries:
* Yield and 4yr Dividend Growth should total 10 or more*
Check any prospect's
with a 50 Day Moving Ave and a 100 DMA
before
buying. Also check
:Buy Signal:
If the stock price is above the 50 DMA in an upward directional chart.
Wait and Watch Signal:
Do nothing if the stock price is below the 50 DMA /100 DMA or if the chart shows a downwarddirection. Wait for the stock to bottom and rise above the 50 DMA in an upward directional chart.
Last Item: Check where the overall market stands. “Never buy a stock immediately after a substantial rise or sell one immediately after a substantial drop.”Benjamin Graham
The ONLY Reasons to sell:
Company freezes its dividend over 18 months. It rises above 9 or 10 percent. Is slashed or eliminated.Company is bought out by another company for cash or stock or it is taken private.The stock takes a very high portion of my portfolio, relative to other positions.You receive news of significant changes impacting the company.It under-performs the market each year in total returns
(
)
for three years running. (Each year-notcumulative.)
website created by Peter Mycroft Psaras
Price to Owners Earnings article by Peter Mycroft Psaras :
Price to Owners Earnings & FROIC article by Peter Mycroft Psaras :
T. Rowe Price Growth Ratio & 50 DMA vs 100 DMA article by Peter Mycroft Psaras :
Questions 1–10 on Monitoring Dividend Growth Stocks article by Adam Bauer:
The Only Reasons to Sell Article by David Van Knapp :
"Never try to catch a falling knife or step in front of a moving train"
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Dividend Stock Metrics Worksheet
A worksheet that values dividend stocks - once completed you will know if and why you want to own a part of that company.
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