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A complete list of the businesses I’m actively tracking right now. Every stock on this WatchList is here because it passed a system — a system built over thousands of hours of thinking about one simple idea: Cash is king. And in dividend investing, cash has one job.

My August’s Dividend Watchlist: The Stocks I’m Betting On Now

A complete list of the businesses I’m actively tracking right now

Hi, partners — Max here.

I spend a lot of time doing the same thing: reading annual reports, reviewing cash flows, and studying how businesses perform not on their best days, but across entire economic cycles. This WatchList is the result of hundreds of hours of research.

Every company on this list earned its place by passing a system I’ve refined over thousands of hours of dividend investing.

📌 Today’s Table of Contents

  • Shortlist of Companies I’m Watching Right Now - The businesses currently receiving the most attention from me.

  • My Complete Dividend WatchList - The full list of dividend growth companies I’m actively tracking today.

  • Beyond the Shortlist: Additional Undervalued Opportunities - These companies may not be among my highest-conviction ideas today, but they remain attractively valued and firmly on my radar.

⭐️ Shortlist of Companies I’m Watching Right Now

Not your usual list today — I typically keep it to five names, but there are simply too many solid opportunities right now. These are the kinds of businesses that tend to hold up, pay you to wait, and compound over time.

Accenture (ACN)

  • Dividend Yield: 3.83%

  • MaxRatio: 11.67

  • Financial Score: 97

Accenture is one of the world’s leading professional services companies, helping businesses modernize their operations through consulting, technology, cloud, AI, and digital transformation. With operations in more than 120 countries, the company serves many of the world’s largest organizations.

Its business is built on long-term competitive advantages:

  • Global Consulting Leader — trusted partner to Fortune 500 companies across industries.

  • Diversified Revenue Base — broad exposure across consulting, technology, cloud, and managed services.

  • Strong Cash Generation — consistent free cash flow supporting dividends, buybacks, and long-term growth.

Accenture combines exceptional business quality with a long history of disciplined capital allocation and dividend growth. Following the recent correction, today’s valuation looks considerably more attractive for long-term dividend investors than it has in years.

Novo Nordisk (NVO)

  • Dividend Yield: 3.80%

  • MaxRatio: 17.87

  • Financial Score: 96

Novo Nordisk is a global pharmaceutical leader specializing in diabetes, obesity, and other chronic disease treatments. Headquartered in Denmark, the company continues to benefit from powerful long-term healthcare trends and one of the strongest competitive positions in the industry.

Its business is built around durable growth:

  • Global Market Leadership — dominant positions in diabetes and obesity care.

  • Innovation Pipeline — continuous investment in next-generation therapies.

  • Pricing Power — strong margins supported by differentiated products.

Novo Nordisk combines exceptional business quality with rapid dividend growth. Following the recent pullback, the valuation has become considerably more attractive for long-term dividend investors.

Zoetis (ZTS)

  • Dividend Yield: 2.79%

  • MaxRatio: 16.80

  • Financial Score: 98

Zoetis is the global leader in animal health, developing medicines, vaccines, and diagnostic solutions for both companion animals and livestock. The company operates in more than 100 countries with a highly diversified product portfolio.

Its business benefits from durable demand drivers:

  • Animal Health Leadership — leading global market position.

  • Recurring Demand — healthcare spending remains resilient across cycles.

  • Innovation Focus — continuous expansion of products and diagnostics.

Zoetis continues to deliver exceptional financial quality, disciplined dividend growth, and a business model designed for long-term compounding.

Pool Corporation (POOL)

  • Dividend Yield: 2.56%

  • MaxRatio: 12.16

  • Financial Score: 98

Pool Corporation is the world’s largest wholesale distributor of swimming pool supplies, equipment, and outdoor living products. Its nationwide distribution network creates meaningful competitive advantages in a niche market.

Its business is supported by recurring demand:

  • Market Leadership — unmatched scale in pool distribution.

  • Recurring Maintenance Revenue — repairs and maintenance drive ongoing demand.

  • Distribution Advantage — extensive logistics network creates barriers to entry.

Pool Corp remains one of the highest-quality compounders in the industrial sector, combining consistent cash generation with long-term dividend growth.

Broadridge Financial Solutions (BR)

  • Dividend Yield: 2.32%

  • MaxRatio: 6.37

  • Financial Score: 95

Broadridge Financial Solutions provides essential technology and communication infrastructure to financial institutions, investment firms, and public companies. Its services are deeply embedded within the global capital markets ecosystem.

Its business is built on stability:

  • Recurring Revenue — long-term client relationships support predictable cash flows.

  • Mission-Critical Infrastructure — essential financial technology services.

  • Strong Capital Allocation — consistent dividend growth alongside disciplined operations.

Broadridge combines resilient earnings, dependable cash generation, and a shareholder-friendly capital return policy that fits well within a long-term dividend portfolio.

A. O. Smith Corporation (AOS)

  • Dividend Yield: 2.27%

  • MaxRatio: 5.98

  • Financial Score: 98

A. O. Smith is a global manufacturer of water heating and water treatment solutions for residential and commercial customers. The company has built a reputation for conservative management and consistently strong financial performance.

Its business is supported by durable fundamentals:

  • Leading Brands — strong positions across key water technology markets.

  • Global Diversification — balanced exposure across North America and Asia.

  • Financial Discipline — robust balance sheet and consistent capital allocation.

A. O. Smith continues to stand out for its exceptional financial strength and long history of disciplined dividend growth, making it another quality business worth keeping on the watchlist.

These are the companies currently receiving the most of my attention.

If I were building a watchlist from scratch today, this is where I’d start. That said, the market is offering more opportunities than can reasonably fit into a shortlist.

Below is a broader group of undervalued dividend stocks that also meet my valuation criteria and deserve a place on the radar.

Beyond the Shortlist: Additional Undervalued Opportunities

These companies may not be among my highest-conviction ideas today, but they remain attractively valued and firmly on my radar.

🟢 Income Focus (MaxRatio 10+)

  • G-Tekt Corp (TSE:5970) — Japanese manufacturer of automotive body components supplying major global automakers. ~4.58% yield, strong starting income with room to grow.

  • Okada Aiyon Corp (TSE:6294) — Japanese manufacturer of demolition, recycling, and heavy construction equipment with a strong niche market position. ~3.79% yield, very high dividend growth profile.

👉 These are income names that already pay well and have the potential to keep raising dividends over time

⚖️ Balanced (Income + Growth)

  • CEWE Stiftung & Co. KGaA (XETRA:CWC) — Germany’s leading photo printing and photofinishing company with a dominant position across Europe. ~3.12% yield, consistent dividend growth backed by a highly profitable niche business.

  • Alimentation Couche-Tard (TSX:ATD) — One of the world’s largest convenience store operators, with more than 16,000 locations across North America, Europe, and Asia. Low yield today, but exceptional dividend growth supported by disciplined capital allocation.

  • Cranswick PLC (LSE:CWK) — Leading UK food producer specializing in premium pork, poultry, and convenience food products. ~2.13% yield, resilient earnings and a long history of steady dividend growth.

  • Innospec Inc. (NASDAQ:IOSP) — Global specialty chemicals company serving the fuel, personal care, and industrial markets. ~2.06% yield, strong financial quality with consistent earnings and shareholder-friendly capital allocation.

👉 These are well-balanced businesses offering a combination of financial quality, sustainable dividend growth, and long-term compounding potential.

🚀 Growth First (Low Yield, High Quality)

  • H.B. Fuller (NYSE:FUL) — Global leader in specialty adhesives and engineered materials serving industrial and consumer markets worldwide. ~1.66% yield, supported by consistent earnings growth and disciplined capital allocation.

  • ResMed (NYSE:RMD) — Global leader in sleep apnea and respiratory care solutions, serving millions of patients worldwide. ~1.08% yield, exceptional business quality with long-term demand driven by aging populations and healthcare trends.

  • ASSA ABLOY (ST:ASSA-B) — The world’s largest manufacturer of locks, access control, and entrance automation solutions. ~0.88% yield, backed by a highly diversified business, strong pricing power, and decades of disciplined growth.

👉 These are long-term compounders — the kind of businesses I’m comfortable putting into my kids’ portfolios.

The focus is on durable growth, strong fundamentals, and long-term capital appreciation — ideally without ever needing to sell the asset.

🟡 Smaller / Niche Opportunities

  • SPK Corp (TSE:7466) — Japanese distributor of automotive replacement parts serving repair shops and wholesalers across the country. ~2.75% yield, exceptional dividend growth supported by a conservative payout ratio and strong financial quality.

👉 More situational — can offer upside, but require more selective entry.

📋 My Complete WatchList Today

A complete list of dividend companies I’m closely following at the moment. Available in the MaxDividends Research Platform at the link below.

The Goal

I’m all-in on strong dividend stocks. I balance capital growth with growing dividend income. The goal is simple and very real: to build a strong, reliable passive income stream that I can actually live on.

— Max

💌 Questions or thoughts? Reach me anytime at [email protected]

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*Disclaimer: This article reflects the author’s personal opinions and is intended for educational and entertainment purposes only. It does not constitute financial advice in any form. Always do your own research and consult a licensed financial advisor. The author may hold positions in some of the stocks mentioned, in line with the views expressed. This is a disclosure, not a recommendation to buy or sell any securities.
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