Ex-dividend Dates Of The 34th Week, Some TEV Blog Talk And A Fair Value Look At Domino’s Pizza & Microsoft

Welcome to a new overview of upcoming ex-dividend dates. Like every week, I want to show you some stocks that will go ex-dividend in the next days. I’ll also review a few companies that are currently in the focus of investors or that have an attractive fundamental valuation. Additionally, I’ll give you some insights into my retirement portfolio and/or share my thoughts and experiences about individual companies with you. Today I will talk a bit about the latest developments of the TEV blog and about two particularly successful companies. Enjoy ๐Ÿ™‚

Why yields are a simple way to screen companies

Dividends are a great thing. Even in bad stock market times, they provide a juicy cash flow per month. If you want to benefit from dividend payments as quickly as possible, you must pay attention to the ex-dividend dates. This date is the day on which shares are traded without their subsequent dividend value. Only if you owned the stocks on this day are you entitled to receive the dividend.

Usually, there are always exciting dividend companies that are worth a second look. And the dividend yield is an excellent way to get an initial overview of companies that may be worth further due diligence. To help you get started, at the end of each week, I will publish the ex-dividend dates for the coming week of individual companies here in the TEV blog.

Why I handpick and double-check the upcoming ex-dividend dates next week

I have recently noticed that many databases do not indicate the respective numbers and dates correctly. Spontaneous dividend cuts, in particular, are only partially taken into account, or in some cases, not at all. As a result, the value of such overviews dwindles enormously.

Therefore, I’ve decided to select individual companies by hand and check the dates and dividend yields on the company websites, which means more work for me but increases the value of this section enormously, so it is worth it ๐Ÿ™‚

Because I’ve been asked about it by some of the readers: I don’t, of course, decide my investments based on whether a company goes ex-dividend or not. This overview is simply a way to screen companies regularly. By double-checking the current dividend yields, I scan the business development of companies more or less once a quarter and see if anything significant has changed in the companies. In the end, however, comprehensive due diligence always decides whether I invest or not.

Ex-Dividend Dates (34th calendar week)

As always, you’ll find some handpicked exciting ex-dividend dates below.

CompanyPayment DateYieldIn my retirement portfolio
Monday, August 17, 2020
Phillips 66 (PSX)September 01, 20205.6%NO
Welltower (WELL)August 27, 20204.3%NO
Cable One (CABO)September 04, 20200.5%NO
Tuesday, August 18, 2020
Aramark (ARMK)September 02, 20201.7%NO
Archer Daniels Midland (ADM)September 09, 20203.2%YES
Chevron Corp. (CVX)September 10, 20205.9%NO
Consolidated Edison Inc. (ED)September 15, 20204.1%NO
Fortis Inc. (FTS)September 15, 20203.4%NO
Macerich Co. (MAC)September 08, 20207.5%NO
Main Street Capital (MAIN)September 15, 20207.5%NO
Loews Corp. (L)September 01, 20200.66%NO
Target Corp. (TGT)September 10, 20202%NO
Walgreen Boots Alliance Inc. (WBA)September 11, 20204.5%NO
Wednesday, August 19, 2020
Applied Materials Inc. (AMAT)September 10, 20201.3%NO
Moody's Corp. (MCO)September 10, 20200.8%NO
Microsoft (MSFT)September 10, 20201%NO
Nielsen Holdings Plc (NLSN)September 09, 20201.5%NO
Thomson Reuters Corp. (TRI)September 15, 20202%NO
Thursday, August 20, 2020
The Hershey Co. (HSY)September 15, 20202.2%NO
Microchip Technology Inc. (MCHP)September 04, 20201.4%NO
Otis Worldwide Corp. (OTIS)September 10, 20201.23%NO
The Sherwin-Williams Co. (SHW)September 11, 20200.8%NO
Walker & Dunlop Inc. (WD)September 09, 20202.5%NO
Dominoโ€™s Pizza (DPZ)September 09, 20200.8%NO
Imperial Brands (IMBBY)September 30, 202014%YES
Reckitt Benckiser (RBGLY)September 29, 20202.25%YES
Friday, August 21, 2020
Ryder System Inc. (R)September 18, 20205.6%NO
Gladstone Capital (GLAD)September 30, 202010.28%NO
United Parcel Service Inc. (UPS)September 09, 20202.56%NO
Tractor Supply Company (TSCO)September 09, 20201.06%NO

A look back and a look ahead (some TEV Blog talk)

A lot has happened in the last week. Not so much in the stock markets, but rather in the area of my articles on other platforms. On Seeking Alpha, I published an update to an exclusive TEV Blog article in which I took a look into the money market funds. I don’t want a big promotion here. What I want to say is that this has brought a lot of new readers to my blog. For the first time in the life of the TEV Blog, almost 1500 people visited the blog in one day.

Daily visitors TEV Blog since launch
Daily visitors on the TEV Blog since launch with a massive peak due to a Seeking Alpha article

A quite splendid number, I think. Of course, it was just a tiny and short fire. But maybe a few visitors decided to settle down here. And therefore, I simply say first of all: Welcome, dear readers. I’m glad you’re here. Have a look around (if you want to learn more about the purpose of the TEV Blog, feel free to read this article). I hope you will find something useful here. In the course of the article, I also received some very friendly messages from readers. Hey guys, thank you very much for that great feedback. So far, I still manage to answer every email easily. And the interest will surely decrease again, but currently, I’m just happy ๐Ÿ™‚

Two readers have written to me that they are particularly interested in European stocks. I had wanted to write an article about some European champions for a long time. I think that I will work on that soon. Currently, I am writing another article about value investing, and reasons why value investing is so unpopular these days. I will publish the article probably next week. Afterward, I hope I will have the time to dedicate myself to the European champions. But now we will talk about two particularly high-growth companies that will go ex-dividend in the coming week, but unfortunately are currently very overvalued.

Domino’s Pizza, the overvalued growth engine

Domino’s Pizza is an international chain of fast-food restaurants founded in 1960, specializing in the baking and delivery of pizza. The company operates more than 17,100 stores (6,195 stores in the US and almost 11,000 international stores) in more than 90 markets. The business is organized into two segments, the “Delivery” segment and the “Carryout” segment, whereby the “Delivery” segment is responsible for 2/3 of the revenue. The company earns an enormous amount of money through its franchise business and plans to become the world’s largest pizza company. The market shares are already impressive. In the pizza delivery segment, the company has a market share of 36 percent. In the highly fragmented QSR market (quick-service restaurant), the company has a market share of at least 19 percent.

Is Domino’s Pizza successful?

Domino’s Pizza can look back on decades of growth. The company is not just a flash in the pan but has been in business for a long time and that with great success. You can see here how strongly the company has grown operationally:

Domino's Pizza business performance
Domino’s Pizza business performance

The fair value of the Domino’s Pizza stock

If you look at the fair valuation based on cash flow and profits over the last 20 years, the company is undervalued. Based on the current fair value of the stock of USD 320, there would be a downside potential of 20 percent. You can also look at it the other way around. As it stands today, it would take more than two years for business operations to bring the stock to fair value (assuming the share price remains the same).

The long-term price development reveals a further exciting observation. The share price has always gone through the same phases. It went from a fair valuation into an overvaluation and corrected there sometimes for several months or even years until it reached a fair valuation again. Are we currently facing such a sideways phase? Who knows. Out of pure curiosity, I will keep an eye on the proceedings.

Fair value calculation Domino's Pizza stock
Fair value calculation Domino’s Pizza stock powered by DividendStocks.Cash

Microsoft, the buy & hold winner

Finally, I want to talk about Microsoft. For me, the company is an outstanding example of how a buy & hold approach combined with value investing can pay off. Look at the picture below. Investors who bought shares of Microsoft in 2001 had to wait 15 years before their shares were in the black. Look at the image below. Investors who bought shares of Microsoft in 2001 had to wait 15 years to make book profits on the shares (excluding dividends). In the end, however, the price increased fivefold and compensated for the 15 years of waiting.

Next to this, you can see how important it is to look at the fundamental data. Investors who bought Microsoft in 2001 had to buy the share with a P/E ratio above 40 and with an adj. P/E ratio above 30. However, investors who purchased the same share 15 years later got a much higher intrinsic value for the same price, because there the stock only had a P/E ratio of 14 and an adjusted P/E ratio of 12. So here we see how much it can be worthwhile not only to hold stocks for the long term but also to look closely at what stocks you buy and at what price (what intrinsic value) you do it.

Fair value calculation Microsoft
Fair value calculation Microsoft stock powered by DividendStocks.Cash

Time to do your due diligence

Has a company caught your interest? Attractive dividend yields should not be the only reason to buy shares of a company. Instead, you must carry out careful due diligence before every purchase. The Internet offers you excellent opportunities in this respect.

My analyses here on the TEV Blog are an excellent way to start (click here). You can also contact me here or ask the community in the comments if they can help with your due diligence.

Otherwise, I use tools like those from Dividendstocks.cash and Seeking Alpha to do further research. You can also find me and my analyses on these platforms. We also have a small but lovely group on Facebook that you can join. We share there only fundamental analyses of companies from various sources. So there is no spamming or anything like that.



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