Performance Review: November 9, 2012

Below is the 5-year performance of our Dividend Watch List from November 9, 2012 to November 8, 2017 as compared to the Dow Jones Industrial Average.

Symbol Name total return
AMAT Applied Materials Inc. 485.42%
GD General Dynamics Corp. 251.86%
BDX Becton, Dickinson and Co. 221.64%
HRC Hill-Rom Holdings, Inc. 205.32%
SJW SJW Corp. 197.31%
UNM Unum Group 196.23%
FRS Frisch's Restaurants, Inc 184.52%
VVC Vectren Corp. 177.81%
CWT California Water Service 176.88%
STBA S&T BanCorp., Inc. 173.81%
MSEX Middlesex Water Company 170.29%
SFNC Simmons First National Corp. 166.43%
WGL WGL Holdings, Inc. 165.76%
BUSE First Busey Corp. 164.70%
INTC Intel Corp. 161.85%
SRCE 1st Source Corp. 156.41%
NJR New Jersey Resources Corp. 149.12%
APD Air Products & Chemicals, Inc. 148.06%
CTWS Connecticut Water Service, Inc. 147.04%
TMP Tompkins Financial Corp. 141.12%
CASY Caseys General Stores, Inc. 140.45%
RLI RLI Corp. 138.05%
HRL Hormel Foods Corp. 137.13%
ABM ABM Industries, Inc. 136.53%
MCD McDonald's Corp. 134.61%
CBU Community Bank System, Inc. 134.26%
SBSI Southside Bancshares, Inc. 132.94%
FDS FactSet Research Systems 129.09%
PNY Piedmont Natural Gas Co., Inc. 122.22%
ERIE Erie Indemnity Company 120.92%
MATW Matthews International Corp. 117.87%
RBCAA Republic BanCorp., Inc. 115.18%
CLC Clarcor Inc. 107.50%
ANAT American National Insurance 98.55%
SON Sonoco Products Co. 98.11%
ATR AptarGroup Inc. 94.61%
TNC Tennant Co. 92.92%
JCI Johnson Controls Inc 92.72%
CAT Caterpillar Inc. 89.84%
ED Consolidated Edison, Inc. 89.68%
PEP PepsiCo Inc. 86.92%
THFF First Financial Corp. 85.42%
NWN Northwest Natural Gas Co. 81.27%
UTX United Technologies Corp. 78.61%
EXPD Expeditors International 78.37%
ADM Archer Daniels Midland Co. 77.85%
UBSI United Bankshares, Inc. 76.04%
PPL PP&L Corporation 73.70%
TRMK Trustmark Corp. 71.76%
CAH Cardinal Health, Inc. 68.66%
IBKC IBERIABANK Corp. 66.39%
SJI South Jersey Industries, Inc. 59.89%
TEG Integrys Energy Group Inc 58.82%
DCI Donaldson Co. Inc. 57.49%
GRC Gorman-Rupp Company 54.68%
WABC Westamerica BanCorp. 54.38%
FNB F.N.B. Corp. 46.71%
JW-A John Wiley & Sons Inc. CL 'A' 46.31%
WEYS Weyco Group, Inc. 40.00%
ETP Energy Transfer Partners L P 38.82%
RAVN Raven Industries, Inc. 33.31%
EGN Energen Corp. 32.20%
COP ConocoPhillips 14.91%
IBM International Business Machines -8.09%
OMI Owens & Minor, Inc. -25.43%
DBD Diebold, Inc. -27.54%
  average % change 113.43%
     
DJIA Dow Jones Industrial Average 103.92%

So far, the total return of the U.S. Dividend Watch List has exceeded the total return of the Dow Jones Industrial Average by a slight margin.  However, when looked at from measurable relative markers, there appears a different pattern of performance.  We have the following perspective to add for the top three in the respective category:

  • highest yielding stocks gained +57.89%
  • lowest yielding stocks gained +94.28%
  • highest p/e stocks (2nd, 3rd & 4th) gained +109.46%
  • lowest p/e stock gained +73.31%

So far, out of the ten U.S. Dividend Watch List performance reviews that we’ve run, the category that has achieved the best returns are the highest p/e stock (2nd, 3rd & 4th) with gains of +122.77% as compared to the Dow Jones Industrial Average gains of +94.99%. 

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The performance of the other categories are as follows:

  • lowest yielding stocks: +118.88%
  • lowest p/e stocks: +91.26%
  • highest yielding stocks: +75.76%

As the data is analyzed, we will provide updates to determine if there are additional discerning and reliable patterns.

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