TEV’s Ex-Dividend Calendar: Flash “Crash” And One Investment Idea For Your Portfolio

Dear TEV Blog readers, 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.

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 🙂

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 (37th calendar week)

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

CompanyPayment DateYieldIn my retirement portfolio
Monday, September 07, 2020
Publicis Groupe (PUBGY)October 05, 20204%YES
Tuesday, September 08, 2020
Ameren Corp. (AEE)September 30, 20202.5%NO
Becton Dickinson & Co. (BDX)September 30, 20201.3%NO
Canadian National Railway Co. (CNI)September 30, 20201.2%NO
Hewlett-Packard Enterprise Co. (HPE)October 07, 20204.9%NO
HP Inc. (HPQ)October 07, 20203.55%NO
International Seaways (INSW)September 23, 20201.49%NO
Jack Henry & Associates (JKHY)September 28, 20201%NO
Wednesday, September 09, 2020
American Assets Trust (AAT)September 24, 20204%NO
Anthem Inc. (ANTM)September 25, 20201.36%NO
Global Payments Inc. (GPN)September 24, 20200.4%NO
Harley-Davidson (HOG)September 25, 20200.27%NO
Newmont Corp. (NEM)September 24, 20201.5%NO
United Bancorp Inc. (UBCP)September 18, 20205%NO
VF. Corp. (VFC)September 21, 20202.8%YES
Travelers Companies Inc. (TRV)September 30, 20202.9%NO
Kimco (KIM)September 24, 20203.2%NO
Thursday, September 10, 2020
Automatic Data Processing Inc. (ADP)October 01, 20202.55%NO
Air Lease Corp. (AL)October 09, 20201.9%NO
Citrix Systems (CTXS)September 29, 20200.95%NO
Fidelity National Information Services Inc. (FIS)September 25, 20200.9%NO
Williams Companies (WMB)September 28, 20207.5%NO
Northern Trust (NTRS)October 01, 20203.3%NO
Frontline (FRO)September 29, 202026%NO
Friday, September 11, 2020
Ametek Inc. (AME)September 30, 20200.7%NO
Duke Energy (DUK)September 16, 20204.7%NO
Unitedhealth Group Incorporated (UNH)September 22, 20201.56%NO

A flash crash on Thursday unsettled investors

On Thursday, we saw quite an impressive development in the stock markets. In the beginning, share prices rose relatively quickly, sometimes reaching new years or even all-time highs. Over the last few weeks, it was mainly hype stocks such as Apple, Tesla, Nvidia, Microsoft, Salesforce, etc. that have fired up the stock markets. But then the wind shifted, and tech stocks were down by up to 7 or 8 percent in some cases. Apple lost nearly $180B in value, the highest loss of market capitalization ever in one day.

These are all excellent companies, and you can also find my analyses here on the TEV Blog or other platforms about those stocks. Apple is even part of my retirement portfolio. It is precisely these companies that are now suffering massive share price losses. I am happy about this development because the recent increases were no longer healthy. They were driven by strong optimism and the idea that prices would simply keep rising. But this is not the case.

Shareholders become the owners of a company. Having and operating a company is an extremely risky undertaking. There is a reason why, for example, more than 90 percent of all start-ups fail. The reason for this is capitalism. There is competition everywhere, and only the best will survive. Companies have to adapt, just like a Japanese sushi chef using shirtless bodybuilder delivery to boost it COVID-19 hit business 🙂

In such a harsh and demanding environment, you have to be able to live with the elbows of your competitors flying in your face, companies going through periods of weakness, and the value of shares being extremely volatile. As a result, I look forward to the market, acting more rationally again (without being gloating).

You should not be afraid if you look into your depot and only see a garden of red roses. What do all these red numbers say? They tell you that other people now want to pay less for your companies. So what? Why should you sell the companies? Imagine you own the whole company Apple. Would you be unhappy because investors want to give you less for the company today than yesterday? No, you should be sad if Apple no longer generates cash flow, if Apple no longer pays dividends or if Apple suddenly stops being successful. Then it might make sense to take a closer look. But until then, enjoy your life as the owner of the iPhone manufacturer!

In addition, use such phrases to buy shares of outstanding companies at a cheaper price. That is precisely what I do. You will find exciting opportunities every week. Look at this week. Here is one company, which I will probably put in the depot next week.

Automatic Data Processing, Inc.

One company is Automatic Data Processing Inc. The company is one of the world’s largest independent IT service companies. It is considered a leading provider of HR services such as payroll accounting, time recording, and travel expense management. Investors are currently afraid that the many unemployed in the wake of the Corona crisis will deprive the company of its business foundation.

However, this wouldn’t be the first crisis for  Automatic Data Processing Inc. In 1957, the company began using mainframes and punch-cards for payroll accounting. So it saw not only some recessions but also a rapidly changing HR-environment. I think that’s excellent. It shows that the company is capable of developing and transforming itself. For my buy & hold approach, this is exactly right.

Even if the next quarters or years are a little harder, I can imagine a long-term investment here very well. The fear and the crisis have ensured that the company is now finally fairly valued from a fundamental point of view.

Fair value calculation Automatic Data Processing
Fair value calculation Automatic Data Processing

The dividend scoreboard looks promising:

  • Dividend Yield: 2.6%
  • Years of Dividend Growth: 31 Years
  • Payout ratio (pre-COVID-19) based on earnings: 70 percent
  • Cash Payout ratio (pre-COVID-19): 60 percent
  • 5 Year Dividend Growth Rate: 13.22 percent.

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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That said, feel free to let us know if I have overlooked an attractive stock or you know of a stock that is particularly attractive and where the ex-dividend date is coming up.

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