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Good morning,
Sure Dividend exists to help investors confidently buy and hold the best high quality dividend growth stocks for long-term wealth and income compounding.
We accomplish this by systematically ranking more than 900 income securities over the same metrics that matter, in the Sure Analysis Research Database (SARD).
"So I think it was just looking at different companies and I always thought if you looked at 10 companies, you’d find one that’s interesting, if you’d look at 20, you’d find two, or if you look at 100 you’ll find 10. The person that turns over the most rocks wins the game. I’ve also found this to be true in my personal investing."
– Investing legend Peter Lynch
Our system is powered by our ~15 person analyst team. It isn't a quick computer screen or automated AI guesswork.
Our Ranking & Rating Method
We broadly categorize securities into 3 categories:
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Category 1: Buy
Our buy rating criteria is all of the following:
1. Dividend yield + the minimum of the expected growth rate and expected dividend growth rate >= 7.0%
2. Dividend Risk Score of A or B
3. Fair value price >= Price at time of report
4. Years of dividend growth >0
Our buy ratings find high quality dividend growth stocks trading at fair or better prices.
- Category 2: Hold
Any security not rated a Buy or Sell is rated a hold. This fosters long-term holding.
- Category 3: Sell
Securities with 0 years of dividend growth will automatically be given a sell rating. If a dividend isn’t growing, the security isn’t doing what we purchased it for (growing dividends), and it should be sold and replaced.
The Metrics Behind Buy/Hold/Sell
Our buy ratings require the following metrics:
- Dividend yield
- 5-Year forward expected EPS growth rate
- 5-Year forward expected dividend growth rate
- Dividend Risk Score
- Fair Value Price
- Years of consecutive dividend growth
Of these metrics, the forward expected growth rates and the fair value price are powered by our analyst team's estimates.
This is important because it allows for actual cross-comparison between securities. We make adjustments for REITs (using FFO instead of EPS) and MLPs (DCF instead of EPS) as an example.
Detailed analysis is required for reasonable growth and valuation forecasts.
The Dividend Risk Score is calculated using the two growth estimates listed above, years of consecutive dividend growth, and the payout ratio.
Note: You can see the full Dividend Risk Score calculation here.
We also calculate our dividend growth streaks ourselves. This allows for better data. We can adjust for things like special dividends and conversion rate changes to more accurately reflect dividend growth streaks.
Expected Total Return
Another key metric for comparison is our 5-year forward expected total return estimates.
Expected total return includes all 3 sources of return: dividends, valuation multiple changes, and growth on a per share basis.
It is an important "catch all" metric in looking for securities with strong return potential.
Our 5-year forward expected total return estimates are powered by the analysis we do in SARD.
Putting It All Together
The You can benefit from our systematic ratings and rankings with SARD.
The daily-updated SARD spreadsheet in particular gives you the power to quickly sort our 900+ income security universe by the rating and ranking metrics discussed earlier in this email (and many other metrics as well).
SARD is our best and highest tier of service. It includes everything we do at Sure Dividend.
Click here to see what's in SARD.
Why Now Is The Best Time To Upgrade To SARD
Now is the absolute best time to join Sure Analysis because the SARD Deep Discount Event is in effect (for now).
The key points of this special limited time offer are below:
- Deep Discount | Never This Inexpensive Again
1. The SARD annual plan is normally $999/year
2. You can save $644/year
3. And join for just $345/year
4. Your price will never increase from $345/year
5. SARD's annual plan will never be this cheap again
- Golden Rule Commitment | No Risk Plan
1. You get a 60-Day full refund period
2. And prorated refunds for unused time thereafter
3. See our full Golden Rule Commitment here
- Limited-Time No Exceptions Offer
1. This offer ends at 8:00 PM CT on 6/1/26
2. It's a no exceptions offer
3. Once it's gone, it's gone forever
“Your skills and experience and brain has done so much for me and thousands of others. In reality though, it’s your transparency and integrity that sets you apart from the rest of the investment companies. Yes you are one of the few in the investment industry, who really does live by the Golden Rule. You are the last honest investment teacher. Never change. We’ll keep sending fellow retail customers to you only.”
– Sure Dividend member
There's no risk in trying SARD thanks to your 60 day full refund period.
There is, however, serious dividend compounding potential from investing in quality dividend growth stocks for the long run.
Click below to get instant access to SARD.
To your compounding dividend income,
Ben Reynolds
Founder, Sure Dividend
P.S. The SARD Deep Discount Event ends at 8:00 PM CT on 6/1/26, and the SARD annual plan will never be this inexpensive again. Click here now to join the Sure Analysis Research Database annual plan with the deep discount applied, while it's still available.
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