Dividend Growth Investor
@dividendgrowth.bsky.social
I write about Dividend Growth Investing
www.dividendgrowthinvestor.com
www.dividendgrowthinvestor.com
I just posted the My Dividend Newsletter Portfolio for November 2025
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Dividend Portfolio Holdings For November 2025
Welcome to the November 2025 portfolio review!
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November 29, 2025 at 5:20 PM
I just posted the My Dividend Newsletter Portfolio for November 2025
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www.dividendgrowthinvestor.org/p/dividend-p...
I am thankful for Dividend Growth Investing
This strategy helped me with identifying my goals and objectives, and then working towards them
Dividend Growth Investing is a very useful mental model for evaluating investment opportunities as well
Without it, I would have been lost
This strategy helped me with identifying my goals and objectives, and then working towards them
Dividend Growth Investing is a very useful mental model for evaluating investment opportunities as well
Without it, I would have been lost
November 27, 2025 at 7:44 PM
I am thankful for Dividend Growth Investing
This strategy helped me with identifying my goals and objectives, and then working towards them
Dividend Growth Investing is a very useful mental model for evaluating investment opportunities as well
Without it, I would have been lost
This strategy helped me with identifying my goals and objectives, and then working towards them
Dividend Growth Investing is a very useful mental model for evaluating investment opportunities as well
Without it, I would have been lost
Alimentation Couche-Tard Inc $ATD hiked quarterly dividends by 10.30% to $0.215/share
This is the 16th consecutive annual dividend increase for this Canadian Dividend Achiever
This is the 16th consecutive annual dividend increase for this Canadian Dividend Achiever
November 25, 2025 at 10:20 PM
Alimentation Couche-Tard Inc $ATD hiked quarterly dividends by 10.30% to $0.215/share
This is the 16th consecutive annual dividend increase for this Canadian Dividend Achiever
This is the 16th consecutive annual dividend increase for this Canadian Dividend Achiever
When Alphabet $GOOG sold below $150/share
Nobody liked the stock and the company prospects
When Alphabet sells above $300/share
Everyone likes the stock and the company prospects
Share Prices Always Drive Sentiment on Social Media
Nobody liked the stock and the company prospects
When Alphabet sells above $300/share
Everyone likes the stock and the company prospects
Share Prices Always Drive Sentiment on Social Media
November 25, 2025 at 3:17 PM
When Alphabet $GOOG sold below $150/share
Nobody liked the stock and the company prospects
When Alphabet sells above $300/share
Everyone likes the stock and the company prospects
Share Prices Always Drive Sentiment on Social Media
Nobody liked the stock and the company prospects
When Alphabet sells above $300/share
Everyone likes the stock and the company prospects
Share Prices Always Drive Sentiment on Social Media
A lot of my work is copied without any credit all the time
Sometimes I make mistakes however
It's funny when the people who copy my work end up copying my mistakes as well
Sometimes I make mistakes however
It's funny when the people who copy my work end up copying my mistakes as well
November 25, 2025 at 2:07 PM
A lot of my work is copied without any credit all the time
Sometimes I make mistakes however
It's funny when the people who copy my work end up copying my mistakes as well
Sometimes I make mistakes however
It's funny when the people who copy my work end up copying my mistakes as well
Hormel $HRL increased quarterly dividends by a paltry 0.90% to $0.2925/share
This is the 60th consecutive annual dividend increase for this dividend king
This is also the smallest dividend increase for the past 60 years
This is the 60th consecutive annual dividend increase for this dividend king
This is also the smallest dividend increase for the past 60 years
November 25, 2025 at 1:25 PM
Hormel $HRL increased quarterly dividends by a paltry 0.90% to $0.2925/share
This is the 60th consecutive annual dividend increase for this dividend king
This is also the smallest dividend increase for the past 60 years
This is the 60th consecutive annual dividend increase for this dividend king
This is also the smallest dividend increase for the past 60 years
Thirteen Dividend Growth Stocks Growing Dividends Last Week
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Thirteen Dividend Growth Stocks Growing Dividends Last Week
Welcome to my latest weekly review of dividend increases. As part of my monitoring process, I review dividend increases that occured over ...
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November 24, 2025 at 1:55 PM
Thirteen Dividend Growth Stocks Growing Dividends Last Week
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Everyone is a long-term investor
Until stocks drop by 5%
Until stocks drop by 5%
November 21, 2025 at 5:55 PM
Everyone is a long-term investor
Until stocks drop by 5%
Until stocks drop by 5%
Nike $NKE increased quarterly dividends by a paltry 2.50% to $0.41/share
This is the 24th consecutive year that NIKE has increased its dividend
This is the 24th consecutive year that NIKE has increased its dividend
November 20, 2025 at 9:45 PM
Nike $NKE increased quarterly dividends by a paltry 2.50% to $0.41/share
This is the 24th consecutive year that NIKE has increased its dividend
This is the 24th consecutive year that NIKE has increased its dividend
Brown-Forman $BF.B increased quarterly dividends by a paltry 2% to $0.231/share
This is the 42nd year of consecutive annual dividend increases for this dividend aristocrat
This is the smallest dividend increase in four decades for Brown-Forman
This is the 42nd year of consecutive annual dividend increases for this dividend aristocrat
This is the smallest dividend increase in four decades for Brown-Forman
November 19, 2025 at 9:45 PM
Brown-Forman $BF.B increased quarterly dividends by a paltry 2% to $0.231/share
This is the 42nd year of consecutive annual dividend increases for this dividend aristocrat
This is the smallest dividend increase in four decades for Brown-Forman
This is the 42nd year of consecutive annual dividend increases for this dividend aristocrat
This is the smallest dividend increase in four decades for Brown-Forman
The Marzetti Company $MZTI raised quarterly dividends by 5.30% to $1/share
This is the 63rd consecutive annual dividend increase for this dividend king
Note, Marzetti is the new name for Lancaster Colony...
This is the 63rd consecutive annual dividend increase for this dividend king
Note, Marzetti is the new name for Lancaster Colony...
November 19, 2025 at 9:20 PM
The Marzetti Company $MZTI raised quarterly dividends by 5.30% to $1/share
This is the 63rd consecutive annual dividend increase for this dividend king
Note, Marzetti is the new name for Lancaster Colony...
This is the 63rd consecutive annual dividend increase for this dividend king
Note, Marzetti is the new name for Lancaster Colony...
McCormick $MKC raised quarterly dividends by 6.70% to $0.48/share
This is the 40th consecutive year of dividend increases for this dividend aristocrat
This is the 40th consecutive year of dividend increases for this dividend aristocrat
November 19, 2025 at 12:55 PM
McCormick $MKC raised quarterly dividends by 6.70% to $0.48/share
This is the 40th consecutive year of dividend increases for this dividend aristocrat
This is the 40th consecutive year of dividend increases for this dividend aristocrat
Merck $MRK hiked quarterly dividends by 4.90% to $0.85/share
This is the 14th consecutive annual dividend increase for this dividend achiever
This is the 14th consecutive annual dividend increase for this dividend achiever
November 19, 2025 at 12:37 PM
Merck $MRK hiked quarterly dividends by 4.90% to $0.85/share
This is the 14th consecutive annual dividend increase for this dividend achiever
This is the 14th consecutive annual dividend increase for this dividend achiever
I just posted the November 2025 Dividend Growth Investor Newsletter
www.dividendgrowthinvestor.org/p/november-2...
www.dividendgrowthinvestor.org/p/november-2...
November 18, 2025 at 7:04 PM
I just posted the November 2025 Dividend Growth Investor Newsletter
www.dividendgrowthinvestor.org/p/november-2...
www.dividendgrowthinvestor.org/p/november-2...
Oaktree has compiled and published the complete collection of all memos from Howard Marks
www.oaktreecapital.com/insights
www.oaktreecapital.com/insights
November 18, 2025 at 12:18 PM
Oaktree has compiled and published the complete collection of all memos from Howard Marks
www.oaktreecapital.com/insights
www.oaktreecapital.com/insights
A little over 5 years ago the index committee picking the companies in Dow Jones Index deleted the following 3 companies:
Raytheon $RTX
Exxon Mobil $XOM
Pfizer $PFE
It replaces them with:
Salesforce $CRM
Honeywell $HON
Amgen $AMGN
The deleted companies have done much better than the additions
Raytheon $RTX
Exxon Mobil $XOM
Pfizer $PFE
It replaces them with:
Salesforce $CRM
Honeywell $HON
Amgen $AMGN
The deleted companies have done much better than the additions
November 17, 2025 at 10:56 PM
A little over 5 years ago the index committee picking the companies in Dow Jones Index deleted the following 3 companies:
Raytheon $RTX
Exxon Mobil $XOM
Pfizer $PFE
It replaces them with:
Salesforce $CRM
Honeywell $HON
Amgen $AMGN
The deleted companies have done much better than the additions
Raytheon $RTX
Exxon Mobil $XOM
Pfizer $PFE
It replaces them with:
Salesforce $CRM
Honeywell $HON
Amgen $AMGN
The deleted companies have done much better than the additions
Who's on your Mount Rushmore of dividend investors?
I'll start:
I'll start:
November 17, 2025 at 2:03 PM
Who's on your Mount Rushmore of dividend investors?
I'll start:
I'll start:
November 17, 2025 at 12:53 PM
Warren Buffett is the Chairman and CEO of Berkshire Hathaway
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
November 14, 2025 at 9:54 PM
Warren Buffett is the Chairman and CEO of Berkshire Hathaway
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
These are the companies in the US portfolio at Berkshire as of September 30, 2025
It's worth over $267 Billion and generates over $4.50 billion in annual dividend income
Recent Dividend Growth Stock Investment for November 13, 2025
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Recent Dividend Growth Stock Investment for November 13, 2025
Good Morning,
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November 13, 2025 at 5:04 PM
Recent Dividend Growth Stock Investment for November 13, 2025
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Warren Buffett will no longer be writing the Berkshire Hathaway annual report to shareholders
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
November 13, 2025 at 3:24 PM
Warren Buffett will no longer be writing the Berkshire Hathaway annual report to shareholders
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
He will be writing an annual Thanksgiving report to Berkshire Hathaway shareholders from now on
I look forward to many years of this new tradition
Cisco Systems $CSCO peaked at $82/share in 2000, during the dot-com bubble
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
November 13, 2025 at 1:01 PM
Cisco Systems $CSCO peaked at $82/share in 2000, during the dot-com bubble
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
The stock price has still not exceeded that high after 25 years
At the same time FCF/share increased from $0.37 in 1999 to $3.32 in 2025
The stock has not exceeded its highs because the stock was overvalued in 2000
Automatic Data Processing $ADP hiked quarterly dividends by 10.40% to $1.70/share
This the 51st consecutive year of annual dividend increases for this dividend king
This the 51st consecutive year of annual dividend increases for this dividend king
November 12, 2025 at 3:03 PM
Automatic Data Processing $ADP hiked quarterly dividends by 10.40% to $1.70/share
This the 51st consecutive year of annual dividend increases for this dividend king
This the 51st consecutive year of annual dividend increases for this dividend king
Agony & Ecstasy - The Risks and Rewards of a Concentrated Stock Position
www.dividendgrowthinvestor.com/2025/11/agon...
www.dividendgrowthinvestor.com/2025/11/agon...
Agony & Ecstasy - The Risks and Rewards of a Concentrated Stock Position
One of the best reads is " Agony & Ecstasy " by JP Morgan from 2014. It found that 40% of all stocks experienced catastrophic declines, whe...
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November 12, 2025 at 12:56 PM
Agony & Ecstasy - The Risks and Rewards of a Concentrated Stock Position
www.dividendgrowthinvestor.com/2025/11/agon...
www.dividendgrowthinvestor.com/2025/11/agon...
Dividend Growth Investor - Recent Investment for November 11, 2025
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Dividend Growth Investor - Recent Investment for November 11, 2025
Good Morning,
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November 11, 2025 at 5:01 PM
Dividend Growth Investor - Recent Investment for November 11, 2025
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