Lets keep tradition and have a look how my investments did during Y2019 with their dividends increases:
|Company||Y2018 Dividends||Y2019 Dividends||Change|
|Proctor & Gamble||0,717||0,746||4%|
|American Electric Power||0,670||0,700||4%|
The remaining 3 Baltic holdings I would say done pretty well 🙂 My main Baltic dividend payer TKM increased them slightly, while TVEA increased them back after cut in 2018. HAE decreased little bit but that a normal thing here 🙂 Now to US holdings. Best dividend raisers were pharma companies JNJ and PFE both increased by +6%. Then Utilities with low 4-3% growth and telcos with even lower +2%. But it is still a growth. Then my food opportunistic investments with one having flat dividends and other a dividends cut. Lets see how they will do in the future 🙂 Both businesses in L/T perspective should do fine. I understand what KHC is doing (decreasing leverage and write-off of old shit) and I support them. GIS is doing the same just without dividend cut. Both decreasing leverage and increasing equity and I like that. This is why I bet on them in L/T. As you probably know I think more companies should do that instead of what they do now. Doing large share buybacks with increase of financial debt and decrease of equity. I thinks this is not sustainable.