Todd Johnson’s passion, which he has realized through DividendLab, is helping people make the best investments. He analyzes companies’ financial statements, as well as other market research, to asset investors in making good decisions in the market. In fact, he doesn’t make any investment recommendations without committing some of his own funds, the purest form of accountability. Johnson’s interest in investing began after he moved from Denver (where he received a MBA from Regis University) to Seattle, where future stock behemoths such as Microsoft, Starbucks, Coinstar, and Amazon were growing, the beginning of his journey into absolute return investing. As an investor, Johnson concentrates on spin-off, high-yield trusts, micro-capitalization stocks, warrant offerings, closed-end funds, and hedging. Currently, Todd is helping other investors by sharing his strategies and knowledge of absolute investment through his online publications (found on Seekingalpha.com) and his management of DividendLab.
Articles by Todd Johnson
This digital printing company beat analysts’ estimates by three cents last quarter, and is forecast to grow at more than a 50% rate for the next five years.
Wall Street analysts expect this pizza restaurant to grow at a double-digit pace for the next few years.
Domino’s Pizza (DPZ)
From Dividend Lab
Domino’s Pizza (DPZ) is one of the most recognized pizza delivery companies in the world. The company has over 13,200 stores in markets,...
A cost-cutting program and strategic acquisitions are helping this baked foods company build its already leading market share, but litigation uncertainty has provided an opportunity to add shares at a discount.
Flowers Foods (FLO)
From Dividend Lab
Flowers Foods (FLO) is the second-largest baked foods company the...
This water utility has expanded beyond its utility base and has a current dividend yield of 2.3%, paid quarterly.
American States Water (AWR)From Dividend Lab
Founded in 1929, American States Water (AWR) and its subsidiaries form an electric and water utility company that serves residential commercial...
This student housing REIT is rated ‘Buy’ at Zack’s, and is rapidly expanding its market share. The shares have a current dividend yield of 3.26%, paid quarterly.
American Campus Communities Inc. (ACC)From Dividend Lab
Founded in 1993, American Campus Communities Inc. (ACC) is an equity that...
The shares of this healthcare company are moving higher, with upgrades from SunTrust Robinson Humphrey and a ‘Strong Buy’ from Zack’s. Buy on pullbacks.
PRA Health Sciences Inc. (PRAH) From Dividend Lab
PRA Health Sciences Inc. (PRAH) is a best-in-class global contract research organization (CRO) the...
This insurance company beat estimates in the last quarter by ten cents. Keefe Bruyette recently initiated coverage with an ‘Outperform’ rating, and Morgan Stanley upgraded the stock to ‘Overweight’.
National General Holdings Corp. 7.625% Unsecured Subordinated Notes (NGHCZ) From Dividend Lab
National General Holdings Corp. is...
MPLX LP (MPLX), a subsidiary of industry-leading crude oil refiner Marathon Petroleum Corp (MPC), is a midstream fee-based Master Limited Partnership (MLP) that owns and operates assets for the transportation and storage of crude oil, refined products and other hydrocarbon-based products.
MPLX EBITDA could than...
This company just increased its dividend for the 12th consecutive quarter. Its shares have a current dividend yield of 7.48%, paid quarterly.
MPLX LP (MPLX) from Dividend Lab
MPLX LP (MPLX), a subsidiary of industry-leading crude oil refiner Marathon Petroleum Corp (MPC), is a midstream Master...
This worldwide consulting firm is growing exponentially through its strategic acquisitions. The shares have a current dividend yield of 2.15%, paid semi-annually.
Accenture PLC (ACN) From Dividend Lab
Accenture PLC (ACN) is a global consulting firm that specializes in management strategy consulting, technology services and operations...
Founded in 1996, Under Armour Inc. (UA) has quickly become a major player in the sports apparel and footwear industry. With a growing presence on all seven continents, the company has gained significant market share over the last decade. Under Armour has endorsement with...
This fitness behemoth is striking new deals left and right, growing revenues and beating earnings estimates.
Under Armour (UA) From Dividend Lab
Founded in 1996, Under Armour Inc. (UA) has quickly become a major player in the sports apparel and footwear industry. With a growing on...
This Real Estate Investment Trust is spinning off its European assets and pays a very high 12.53% current yield, paid quarterly.
NorthStar Realty Finance Corp. (NRF) from Dividend Lab
NorthStar Realty Finance Corp. (NRF) is a real estate investment trust (REIT) that is focused on commercial...
This collectibles company was rated one of America’s Best Small Companies by Forbes last year. The shares have a current dividend yield of 8.93%, paid quarterly.
Collectors Universe Inc. (CLCT)
Collectors Universe Inc. (CLCT) is a California based third-part collectibles business that specializes in grading and authenticating rare and valuable...
This engineering firm’s shares have been discounted due to falling oil prices and China’s challenges. Yet its cash flow continues to support its 4.08% dividend, which is paid quarterly. As well, shareholders can look forward to continued stock repurchases and a coming spin-off.
DividendLab offers portfolio based on conservative ideas in order to assist investors in maximizing dividend growth and at the same time, produce better returns despite any economic condition of any market that they try to invest in. DividendLab provides investors with different strategies techniques...
This big-box retailer’s shares were recently upgraded to “Outperform” at Oppenheimer. The company beat estimates by a penny last quarter, and is often thought of as “recession-proof”.
Costco Wholesale Corporation (COST) from Dividend Lab
We seek dividend stocks with consistent records of distribution increases, strong fundamentals...
Strategic alliances, a strong R&D pipeline, and a vast array of new products are driving momentum in this company’s stock. UBS just initiated coverage with a “buy” rating.
Illumina, Inc. (ILMN)
from Dividend Lab
Illumina, Inc. (ILMN) is a global biotechnology and genomics company that produces and...
This leveraged ETN, based on non-energy MLPs, pays monthly coupons, currently averaging more than 14%. Please note it is leveraged, and based on nonsecured debt. Consequently, the investment carries more risk than a typical non-leveraged product.
The UBS ETRACS Monthly Pay 2xLeveraged Wells Fargo Ex-Energy...