At the end of the week, my watch list contains 22 companies compared to 21 companies from the previous week. Here are the companies on my watch list as of January 29, 2010.
| Symbol | Name | Price | % Yr Low | P/E | EPS | Div/Shr | Yield | Payout Ratio |
| THFF | First Financial Corp | 27.60 | 4.03% | 15.08 | 1.83 | 0.90 | 3.26% | 49% |
| XOM | EXXON MOBIL CP | 64.43 | 4.15% | 15.01 | 4.29 | 1.68 | 2.61% | 39% |
| SHEN | Shenandoah Telecom | 17.20 | 6.83% | 27.74 | 0.62 | 0.32 | 1.86% | 52% |
| WTR | AQUA AMERICA INC | 16.59 | 7.80% | 21.83 | 0.76 | 0.58 | 3.50% | 76% |
| CWT | CALIFORNIA WATER. | 36.32 | 8.45% | 18.16 | 2.00 | 1.18 | 3.25% | 59% |
| SRCE | 1st Source Corporation | 15.25 | 10.19% | 19.30 | 0.79 | 0.60 | 3.93% | 76% |
| NTRS | Northern Trust Corp. | 50.52 | 10.35% | 15.84 | 3.19 | 1.12 | 2.22% | 35% |
| WGL | WGL HOLDINGS INC | 31.73 | 10.98% | 13.28 | 2.39 | 1.47 | 4.63% | 62% |
| AWR | AMER ST WATER | 33.22 | 11.63% | 20.51 | 1.62 | 1.04 | 3.13% | 64% |
| WEYS | Weyco Group, Inc. | 22.56 | 12.18% | 22.56 | 1.00 | 0.60 | 2.66% | 60% |
| MON* | MONSANTO CO. | 75.88 | 13.99% | 27.29 | 2.78 | 1.06 | 1.40% | 38% |
| NWN | NORTHWEST NAT GAS | 43.37 | 15.01% | 15.01 | 2.89 | 1.66 | 3.83% | 57% |
| WMT | WAL MART STORES | 53.43 | 15.52% | 15.49 | 3.45 | 1.09 | 2.04% | 32% |
| RBCAA | Republic Bancorp, Inc. | 16.61 | 15.59% | 8.22 | 2.02 | 0.53 | 3.19% | 26% |
| SYBT | S.Y. Bancorp, Inc. | 21.19 | 15.86% | 15.70 | 1.35 | 0.68 | 3.21% | 50% |
| UGI | U G I CP | 24.51 | 15.94% | 10.39 | 2.36 | 0.80 | 3.26% | 34% |
| FPL | F P L GROUP INC | 48.76 | 17.55% | 11.81 | 4.13 | 1.89 | 3.88% | 46% |
| MLM | MARTIN MARIETTA | 79.18 | 17.74% | 30.11 | 2.63 | 1.60 | 2.02% | 61% |
| T | AT&T INC. | 25.36 | 18.28% | 12.59 | 2.02 | 1.68 | 6.62% | 83% |
| PBI | PITNEY BOWES INC | 20.92 | 18.73% | 10.84 | 1.93 | 1.44 | 6.88% | 75% |
| BCR | BARD C R INC | 82.89 | 20.23% | 16.60 | 4.99 | 0.68 | 0.82% | 14% |
| HSY | THE HERSHEY CO. | 36.43 | 20.35% | 21.29 | 1.71 | 1.19 | 3.27% | 70% |
| 22 Companies | ||||||||
*Although Monsanto (MON) isn't a Dividend Achiever, we feel that it has a good potential of becoming one.
New addition to this list worth noting is Martin Marietta Materials (MLM)
Side note: we are beginning to see earnings normalize as earning season progresses. The changes are noticeable in the S&P 500 where P/E went from 70 to 45 to 31. I wonder if the addition of Berkeshire Hathaway (class B) to the index has anything to do with it. What's more important is the dividend yield which we, NLO, believed to be the best gauge for market valuation. The Dow is yielding 2.7% and the S&P 500 is yielding 2.16%. Burlington Northern Santa Fe (BNI) used to pay out $1.60 in dividend as part of the S&P 500. Berkshire Hathaway doesn't pay any dividend.
- Art