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Good morning,
What you buy, how long you hold, and when you sell are central to your investing success.
Too many investors don't have predefined rules for these important decisions.
At Sure Dividend, we practice long-term buy and hold dividend growth investing.
Our goal is to generate rising passive income for our members via high-quality income investments that pay more year-after-year.
And we want to buy these securities when they are trading at fair or better prices.
This goal guides the buy/hold/sell criteria we use for all the 900+ securities we cover in the Sure Analysis Research Database (SARD).
Our rules-based buy/hold/sell criteria are below.
Note: Click here to learn more about our metrics, including the Dividend Risk Score.
Buy Rating
For a security to have a Buy rating in the Sure Analysis Research Database, it must match the following criteria:
- Dividend yield + the minimum of the expected growth rate and expected dividend growth rate >= 7.0%
This criteria means we are looking for stocks that we expect to generate total returns (before accounting for valuation) of at least 7.0% annually.
- Dividend Risk Score of A or B
This criteria helps us to focus on safer dividend securities.
- Fair value price >= Price at time of report
This criteria helps us to focus on securities we believe are trading at fair or better prices.
- Years of dividend growth > 0
Requiring at least 1 year of dividend growth screens out any securities that aren't currently dividend growers.
The rationale behind our buy signals can be summed up as high quality dividend growth stocks trading at fair or better prices.
Sell Rating
Securities with 0 years of dividend growth will automatically be given a sell rating.
We have only one sell rule to foster long-term dividend compounding while minimizing portfolio turnover via selling unnecessarily.
If a dividend is growing, we want to benefit from that growth.
And if a dividend isn’t growing, the security isn’t doing what we purchased it for, and it should be sold and replaced with an actual dividend growth stock.
Hold Rating
Any security not rated a Buy or Sell is rated a hold. This promotes long-term holding.
Rules-Based Approach
Our approach is rules-based. We do leave room for special situations (think mergers and acquisitions) in analysis.
And we will of course exclude securities from being a buy in our premium newsletters when there are qualitative issues that quantitative rules don't pick up.
Our rules aren't the ultimate perfect rules that can never be broken or changed, but they have been thoughtfully selected and are based on experience garnered from running Sure Dividend over the last 12+ years.
There is great value in having predefined buy, hold, and sell rules. That way, you know what you are looking for in a buy, you know how long you plan to hold, and you know what will cause you to sell.
You can get all of our buy/hold/sell ratings (and much, much more) on the 900+income securities we cover by becoming a member of the Sure Analysis Research Database.
About The Sure Analysis Research Database
The Sure Analysis Research Database is a rating and ranking service used to:
- Find, compare, and rank undervalued quality dividend stocks to buy
- Do a "must pass" final filter on ideas found elsewhere
- Do due diligence on and stay up-to-date with your current holdings
- Find potential sells
"I have done well in dividend stock investing and retired at 58 years old so I have many friends ask me where I get my info on dividend stocks. I tell them Sure Dividend. I am a spreadsheet person so I like the raw data in the spreadsheets and I like the individual reports to get your analysis on the top stocks by segment or future estimated returns."
– Sure Dividend reader
The Sure Analysis Research Database is our best and highest tier of service.
Data from the Sure Analysis Research Database powers all of our other premium services.
And, the Sure Analysis Research Database includes all of our other current premium services, so you aren't trading one for another.
Here's how we systematically find and rank the best income securities with Sure analysis:
- Our Sure Analysis team of 13 analysts will produce 3,600+ individual quarterly reports over the next four quarters for the 900+ income securities we cover.
- Every security is analyzed over the same metrics. This way, we can compare different securities – say an MLP versus a fast-growing information technology sector dividend stock – on an "apples-to-apples" basis.
- The more investments analyzed, the better your chances of finding deeply discounted high quality dividend growth stocks.
“The person that turns over the most rocks wins the game. And that’s always been my investing philosophy.”
– Peter Lynch
Having a membership to The Sure Analysis Research Database means you have a team of investment researchers "turning over" hundreds of income securities for you, constantly looking for the best income stocks.
And yes, there are still high quality dividend growth stock bargains to be found, even today's generally overvalued market.
Serious Value: Click here to see what's in SARD.
"I believe Sure Dividend is the best research service available to the investing public. Especially for retired investors looking for a solid income stream and growth."
– Sure Dividend reader
Why Now Is The Best Time To Upgrade To SARD
Now is the absolute best time to join Sure Analysis because:
- The Sure Analysis Research Database will never be this inexpensive again.
Normal price: $999/year
Your savings are: $652/year
Deep discount price: $347/year
- Your price will never increase after you join.
It will stay at just $347/year.
- 60-Day Full Refund Period
There's absolutely no risk to join because you get a 60-day 100% refund period on your initial payment.
- 11 Deep Discount SARD Enrollment Spots Left
This no exceptions deep discount offer is limited to the next 11 investors who take advantage of it. This email is going out to over 80,000 engaged Sure Dividend readers. I don't expect these 11 remaining deep discount enrollment spots to last long.
- No Exceptions Offer
This offer ends when these final 11 spots are filled, with absolutely no exceptions for those who miss this deal.
Notes: The Sure Analysis Research Database annual plan, only $999 annually $347 annually. Enter coupon code SAVE652 if it doesn't auto apply. Current members of any of our other premium services will automatically receive prorated refunds for unused time on their current plans within 5 business days after their Sure Analysis trial charges. Lifetime plans get a full refund on the initial purchase price.
We are committed to your long-term investing success and look forward to helping you achieve your financial goals. Email us at support@suredividend.com with any questions.
To your compounding dividend income,
Ben Reynolds
Founder, Sure Dividend
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