APPENDIX ONE
Helpful Resources
The purpose of Automatic Income is to provide a solid primer for anyone who wants to learn about dividend investing. I do not expect this book to be the definitive or only resource that you use to learn about investing in dividend stocks. As part of my research for this book, I read many other books on dividend investing, purchased many dividend newsletters, and tried out various dividend‑research tools. Below, you’ll find a list of the books, newsletters, and resources that I’ve found helpful in researching dividend stocks. I can’t say that I agree with 100% of the recommendations made by any of these resources, but they are helpful tools that will further your educational journey.
Books:
The Ultimate Dividend Playbook by Josh Peters
Get Rich with Dividends by Marc Lichtenfeld
Income Investing Secrets by Richard Stooker
The Single Best Investment by Lowell Miller
Dividends Still Don’t Lie by Kelley Wright
Websites:
Dividend.com (http://www.dividend.com/)
Dividend Channel (http://www.dividendchannel.com/)
Dividend Monk (http://www.dividendmonk.com/)
Drip Investing Resource Center (http://www.dripinvesting.org/)
Investopedia (http://www.investopedia.com/)
MarketBeat (http://www.marketbeat.com/)
Sure Dividend (http://www.suredividend.com/)
Seeking Alpha (http://www.seekingalpha.com/)
Newsletters:
Morningstar Dividend Investor (http://mdi.morningstar.com/)
Sure Dividend’s Monthly Newsletter (http://www.suredividend.com/)
APPENDIX TWO
S&P Dividend Aristocrats
This is a list of the 52 companies that are included in the S&P Dividend Aristocrats Index as of September, 2016. This list offers a reasonable starting point for anyone looking to research individual dividend stocks and create a portfolio of dividend stocks. Remember that not every company listed in the S&P Dividend Aristocrats Index is an attractive dividend stock. Some companies listed below have low dividend yields and low growth prospects.
3M Company (MMM)
AFLAC Inc. (AFL)
AbbVie Inc. (ABBV)
Abbott Laboratories (ABT)
Air Products & Chemicals Inc (APD)
Archer‑Daniels‑Midland Co (ADM)
AT&T (T)
Automatic Data Processing (ADP)
C. R. Bard (BCR)
Becton Dickinson (BDX)
Bemis Company (BMS)
Brown‑Forman (Class B shares BF/B)
Cardinal Health Inc. (CAH)
Chevron Corp. (CVX)
Cincinnati Financial Corp (CINF)
Cintas Corp (CTAS)
The Clorox Company (CLX)
Coca‑Cola Co (KO)
Colgate‑Palmolive (CL)
Consolidated Edison Inc (ED)
Dover Corp (DOV)
Ecolab Inc (ECL)
Emerson Electric (EMR)
Exxon Mobil Corp (XOM)
Franklin Resources (BEN)
Genuine Parts Company (GPC)
W. W. Grainger (GWW)
HCP (HCP)
Hormel Foods Corp (HRL)
Illinois Tool Works (ITW)
Johnson & Johnson (JNJ)
Kimberly‑Clark (KMB)
Leggett & Platt (LEG)
Lowe's Companies, Inc. (LOW)
McCormick & Company (MKC)
McDonald's (MCD)
Medtronic (MDT)
Nucor (NUE)
PPG Industries (PPG)
PepsiCo (PEP)
Pentair (PNR)
Procter & Gamble (PG)
S&P Global (formerly McGraw Hill Financial, Inc. SPGI)
Sherwin‑Williams (SHW)
Sigma‑Aldrich (SIAL)
Stanley Black & Decker Inc. (SWK)
Sysco (SYY)
T. Rowe Price (TROW)
Target Corporation (TGT)
VF Corporation (VFC)
Wal‑Mart (WMT)
Walgreen Boots Alliance (WBA)
APPENDIX THREE
Legal Disclaimers
I am not a stock broker or a licensed securities dealer or a representative of any kind. I have no legal right to sell securities of any kind nor am I attempting to do so. Nothing in this book should be considered a solicitation or offer to sell you securities of any kind.
Nothing in this book should be considered professional financial advice. I do not know you or your situation and am not making any specific recommendations to your situation. I am not a registered investment advisor or a financial advisor of any kind. I do not offer personal financial advice in this book. Please consult a qualified financial professional before buying or selling any securities.
This book is based on my personal research and believed to be accurate. It consists of my ideas, opinions, and suggestions. I have attempted to verify all of the information in this book, but cannot guarantee 100% accuracy on all information presented. This book is for educational and entertainment purposes only.
I make no representations about how much money you might make if you invest according to the criteria outlined in this book. Your personal returns will depend on the financial performance and dividend payouts of the individual stocks that you purchase. You are solely responsible for your individual investment decisions and the returns that you receive.
Nobody can predict the future. Past performance is no guarantee of future results.
I personally own a variety of dividend stocks including some of those mentioned in this book. As of the publishing of this book, I currently own shares of the following securities: AEP, APU, BFK, CMI, CMP, CXW, DUK, EMR, EPD, FAST, FLO, GE, GIS, GME, GPC, HCN, JNJ, KO, MMP, NLY, NZF, O, PAYX, PFF, PG, PM, SEP, SO, UPS, VTR, VZ and WFC. I am long on all of the securities that I own. Some of the companies I own have appreciated so much in the last few years that they have become overvalued and I would not buy them again today. I also own a few stocks that are short‑term bets because I think they are currently oversold and the market has overreacted to negative news about them. It also possible that I have sold my stake some of my portfolio companies since this book was published.
While attempts have been made to verify information provided in this publication, neither the author nor the publisher assumes any responsibility for errors, omissions, or contrary interpretation of the subject matter herein. The publisher wants to stress that the information contained herein may be subject to varying state and/or local laws or regulations.
All readers are advised to retain competent counsel to determine what state and/or local laws or regulations may apply to the user’s particular situation. The purchaser or reader of this publication assumes responsibility for the use of these materials and information. Adherence to all applicable laws and regulations, federal, state and local, governing professional licensing, operation practices, and all other aspects of operation in the US or any other jurisdiction is the sole responsibility of the purchaser or reader. The publisher and author assume no responsibility or liability whatsoever on the behalf of any purchaser or reader of these materials.
THANK YOU
Thank you for reading Automatic Income and choosing to spend some of your valuable time reading the information I have to offer. I hope that this book will inspire you to take action and build your own investment portfolio of dividend stocks.
If you would like to share your thanks for this book, the best thing you can do is tell a friend about Automatic Income or buy them a copy.
You can also show your appreciation for this book by leaving a review of the book on Amazon. To leave a review, visit the Amazon product page at www.AutomaticIncomeBook.com. Please be honest with your review and with how this book has or has not helped you on your journey to achieve your goal of launching your own Internet business. I want everyone to know if and/or how this book has changed your life in any significant way.
You can follow me online at my personal blog, MattPaulson.com. You can follow me on Twitter (@MatthewDP). You can follow me on Facebook at www.facebook.com/matthewpaulsonpage/. I am also on LinkedIn (linkedin.com/in/matthewpaulson) and AngelList (angel.co/matthewpaulson).
If you would like to hear me talk about various topics, feel free to check out the interviews I have done at mattpaulson.com/interviews.
Thank you and God bless,
Matthew Paulson
January 2017
ACKNOWLEDGMENTS
I would like to express my sincere gratitude to my many friends, family members, and business acquaintances who have encouraged me while I have pursued various entrepreneurial adventures over the last decade.
I would like to thank my wife, Karine, for being incredibly supportive, putting up with my unusual work schedule, and trusting me to provide for our family through my business.
I would like to thank my children, Micah and Adylin, for the joy that they bring into my life.
I would like to thank my business partners and team members, including David Anicetti, Donna Helling, Todd Kolb, Don Miller, Tyler Prins, Rebecca McKeever, Jason Shea, Stevie Shea, and Toi Williams. Without them, my companies would not be where they are today.
Finally, I would like to express my gratitude to the many talented people who worked on this book.
I would like to thank Jennifer Harshman for editing this book and fixing my many grammar and spelling errors.
I would like to thank Rebecca McKeever for designing the cover of this book.
I would like to thank James Woosley for doing this book’s layout.
I would like to thank Stu Gray for narrating the audio version of this book.
ABOUT THE AUTHOR
Matthew Paulson is the founder of MarketBeat.com, a financial media company committed to making real‑time investing information available to investors at all levels. MarketBeat publishes a daily investment newsletter to more than 425,000 subscribers and its network of financial news websites attracts more than 4 million visitors each month. MarketBeat’s reporting has been covered by a number of major financial media outlets, including Barron’s Magazine, the Wall Street Journal, CNBC, MarketWatch and Seeking Alpha.
Through his books, his personal blog and his media appearances, Matthew teaches others about how to leverage the power of entrepreneurship in their lives and achieve personal financial freedom.
As an angel investor, Matthew has invested in a number of early‑stage companies in a variety of verticals. He is also the chairman of Falls Angel Fund, a regional angel fund sponsored by the South Dakota Enterprise Institute has raised $1.3 million to invest in early‑stage, high‑growth companies in South Dakota and surrounding states.
Matthew holds a B.S. in Computer Science and an M.S. in Information Systems from Dakota State University. He also holds an M.A. in Christian Leadership from Sioux Falls Seminary.
Matthew resides in Sioux Falls, South Dakota, where he lives with his wife, Karine, and his two children, Micah and Adylin.
Connect with Matthew at:
Matthew’s Personal Blog: www.MattPaulson.com
AngelList: www.angel.co/matthewpaulson
Facebook: www.facebook.com/matthewpaulsonpage
LinkedIn: www.LinkedIn.com/in/matthewpaulson
Twitter: www.twitter.com/matthewdp
Email: [email protected]
Other Books by Matthew Paulson
40 Rules for Internet Business Success:
Escape the 9 to 5, Do Work You Love and Build a Profitable Online Business (2014)
Did you know that most “how to make money online” and “passive income” books are written by people that have never actually launched a real online business? Stop reading entrepreneurship books that were written by pretenders. Read 40 Rules for Internet Business Success and you’ll learn from a multi‑millionaire entrepreneur that has created multiple six‑figure and seven‑figure online businesses from scratch.
Matthew Paulson, Founder of MarketBeat.com, has weathered the failures and triumphs of entrepreneurship for more than a decade. 40 Rules for Internet Business Success is his collection of core principles and strategies he has used to identify new business ideas, launch new companies, and grow his businesses.
By reading 40 Rules for Internet Business Success, you will learn to:
Throw away your business plan! Create a scalable business model that actually works.
Identify a target market that is desperate for your company’s products and services.
Launch your first product or service faster by building a minimum viable business.
Create a reliable and repeatable marketing strategy to keep new customers coming.
Understand why most “passive income” business ideas are doomed to fail (and how to beat the odds.)
Build systems that make your business run like a well‑oiled machine.
Maximize your company’s earnings potential with the three keys of revenue growth.
Whether you want to learn how to make money online, create passive income streams or build a massive online business empire, 40 Rules for Internet Business Success will help you turn your dream of starting a business into reality.
Get Your Copy of 40 Rules for Internet Business Success Here:
http://amzn.to/28Ooy8T
Email Marketing Demystified:
Build a Massive Mailing List, Write Copy that Converts and Generate More Sales (2015)
While many have decried that email is dead, a handful of digital marketers have quietly been using little‑known email marketing techniques to generate massive results.
In Email Marketing Demystified, digital marketing expert Matthew Paulson reveals the strategies and techniques that top email marketers are currently using to build large mailing lists, write compelling copy that converts and generate millions in revenue using their email lists.
Inside the book, you’ll learn how to:
Build a massive mailing list using 15 different proven list building techniques.
Write compelling copy that engages your readers and drives them to take action.
Optimize every step of your email marketing funnel to skyrocket your sales.
Grow a highly engaged and hungry fan base that will devour your content.
Create six new revenue streams for your business using email marketing.
Keep your messages out of the spam folder by following our best practices.
Matthew Paulson has organically grown an email list of more than 400,000 investors and generates more than $2 million per year in revenue using the strategies outlined in Email Marketing Demystified. Regardless of what kind of business you are building, email marketing can serve as the rocket fuel that that will skyrocket your business.
Get Your Copy of Email Marketing Demystified Here:
http://amzn.to/28XXqpJ
The Ten-Year Turnaround:
Transform Your Personal Finances and Achieve Financial Freedom in The Next Ten Years (2016)
Do you want to achieve financial freedom, but have no idea how to get there? Do you feel like you just aren’t making enough money? Are your personal finances a mess? Are you stuck in debt and wish you could get out? Do you feel like your current financial plan isn’t working or isn’t working well enough?
If you said yes to any of these questions, it’s time for you to begin your Ten‑Year Turnaround. The Ten‑Year Turnaround is a life‑changing financial plan that will enable you to turn around your money problems and finally achieve financial freedom.
Here’s what you’ll learn:
Grow your income by becoming an expert salary negotiator, starting your own business, or doing a side‑hustle on nights and weekends.
Become an expert money manager and avoid the most common mistakes that prevent people from building wealth.
Build a dead‑simple investment portfolio that will provide a lifetime stream of income.
Automatic Income Page 10