Home

SJW Group Rebrands as H2O America

Throughout history, many monarchs have adopted a new name upon ascending to the throne—a practice known as taking a regnal name. Popes follow a similar tradition. In a comparable move, SJW Group [SJW], which has been a Dividend King for the past seven years, has decided to rebrand itself as H2O America [HTO].

I highly encourage reading the press release in the link above. They discuss their motivation and even the new logo. Rebranding in a way that emphasizes both the importance of water and a national platform, is a GREAT decision.

Dividend King of the Week [BDX][4]

This week, five of the portfolio holdings ranked in the Top Ten: BDX, GRC, PII, QCOM, and SJW.

TickerAccount Value
BDX2,025.36
GRC3,279.65
PII2,194.29
QCOM3,215.63
SJW3,479.49

The lowest amount belongs to BDX which last traded at $168.78. Therefore, I will acquire 2 shares on Monday. Below, is the purchase history and average cost calculation.

…

Dividend King of the Week [BDX][4]Read More »

Dividend Stock of the Week [PII][10]

This week, 5 of the 19 portfolio holdings ranked in the Top Ten: GRC, PII, PPG, SJW, and TGT.

TickerAccount Value
GRC3,152.38
PII1,889.80
PPG2,871.96
SJW3,387.51
TGT2,800.82

The lowest amount belongs to PII which last traded at $34.36. Therefore, I will acquire 8 shares of PII on Monday. See the 2025-04-12 post for a high-level look at their recent performance in the context of the last 16 years. Below, is the purchase history and average cost calculation.

Dividend King of the Week [BDX][3]

This week, six of the portfolio holdings ranked in the Top Ten: BDX, GRC, PII, PPG, SJW, and TGT.

TickerAccount Value
BDX1,788.39
GRC2,978.83
PII1,824.90
PPG2,801.40
SJW3,440.43
TGT2,700.19

The lowest amount belongs to BDX which last traded at $198.71. Now, in addition to the usual $250+ of weekly investment, there is an additional $264.87 in uninvested income at my disposal. Therefore, I will acquire 3 shares (2 from the normal weekly installment and 1 extra, leaving some uninvested income on the table) of BDX on Monday. See the 2025-03-09 post for a high-level look at its recent performance in the context of the last 16 years. Below, is the purchase history and average cost calculation.

Dividend Stock of the Week [PII][9]

This week, 6 of the 19 portfolio holdings ranked in the Top Ten: BDX, GRC, PII, PPG, SJW, and TGT.

TickerAccount Value
BDX1,816.02
GRC2,974.38
PII1,609.28
PPG2,820.44
SJW3,365.46
TGT2,690.62

The lowest amount belongs to PII which last traded at $34.24. Therefore, I will acquire 8 shares of PII on Monday. Below, is the purchase history and average cost calculation.

…

Dividend Stock of the Week [PII][9]Read More »

Dividend King of the Week [TGT][9]

After a tariffic week, five of the portfolio holdings ranked in the Top Ten: GRC, PPG, QCOM, SJW, and TGT.

TickerAccount Value
GRC2,899.62
PPG2,776.20
QCOM2,931.58
SJW3,370.50
TGT2,488.72

The lowest amount belongs to TGT which last traded at $95.72, a level first seen in August 2019 and last seen during the pandemic. I will acquire 3 shares of TGT on Monday morning. See the 2025-03-22 post for a slightly deeper dive into TGT’s recent performance. Below, is the purchase history and average cost calculation.

Dividend King of the Week [TGT][8]

This week, six of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, QCOM, SJW, and TGT.

TickerAccount Value
FMCB3,980.00
GRC3,143.48
PPG3,008.32
QCOM3,512.56
SJW3,376.80
TGT2,383.95

The lowest amount belongs to TGT which last traded at $103.65. I will acquire 3 shares of TGT on Monday morning. See the 2025-03-22 post for a slightly deeper dive into TGT’s recent performance. Below, is the purchase history and average cost calculation.

Dividend King of the Week [TGT][7]

This week, five of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, SJW, and TGT.

TickerAccount Value
FMCB4,012.00
GRC3,131.91
PPG3,100.44
SJW3,238.83
TGT2,081.20

The lowest amount belongs to TGT which last traded at $104.06. I will acquire 3 shares of TGT on Monday morning. Below, is the purchase history and average cost calculation.

…

Dividend King of the Week [TGT][7]Read More »

Dividend King of the Week [GRC][8]

This week, four of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, and SJW.

TickerAccount Value
FMCB4,040.00
GRC3,081.56
PPG3,177.16
SJW3,407.67

The lowest amount belongs to GRC which last traded at $37.58. Therefore, I will acquire 7 shares of GRC on Monday. See the 2025-03-01 post for a high-level look at GRC’s recent performance in the context of the last 16 years. Below, is the purchase history and average cost calculation.

Rolling a Covered Call [VZ]

VZ had climbed over our $42 strike price a couple of weeks ago and then went on a tear, reaching $47.36 only yesterday. Then, this morning at Deutsche Bank’s Media, Internet & Telecom Conference, Chief Revenue Officer Frank Boulben said Q1 subscriber growth will probably be “soft”. And down goes Frazier! Apparently, Frank’s comment was worth a 10% drop. I am taking advantage of today’s volatility by rolling the outstanding call up and out.

In the same, two-legged, GTC option order:

Buy to Close: (1) April 17, 2025 $42.00 Call Option [Symbol: VZ250417C42]

Sell to Open: (1) October 17, 2025 $44.00 Call Option [Symbol: VZ251017C44]

Limit Order Price:  Credit of $0.45 per share

I was lucky enough to get a $0.45 credit, but even $0.40 would be acceptable. After commissions, this resulted in $43.97. That’s a nice roll credit for lifting the strike price $2.00 higher and above the current price of $43.28.

Scroll to Top