Category Archives: Dividend Achievers

U.S Dividend Watch List: September 22, 2017

Previous Year Performance Review

In our ongoing review of the NLO Dividend Watch List, we have taken the top five stocks on our list from September 23, 2016 and have checked the performance one year later. The top five companies on that list can be seen in the table below.

Symbol Name 2015 Price 2016 Price % change
WFC Wells Fargo & 45.74 54.25 18.6%
TROW T. Rowe Price Group 65.92 86.69 31.5%
GCI Gannett Co Inc 11.75 8.05 -31.5%
NPBC National Penn Bancshares 10.72 10.72 0.0%
CVS CVS Caremark Corp 90.60 79.63 -12.1%
      Average 1.3%
         
DJI Dow Jones Industrial 18,261.45 22,349.59 22.4%
SPX S&P 500 2,164.69 2,502.22 15.6%

The top five companies on our underperformed the market due to loss from Gannett Co (GCI) and CVS Caremark (CVS). We didn't elaborated on these companies but did highlighted two that out performend the market. Wells Fargo (WFC) and T.Rowe Price (TROW) were both mentioned by our team. Lucky for us, they have gained 18.6% and 31.5% respectively. At the time, we thought that the issue Wells Fargo faced regarding fraudulent account was a one-time problem. Continue reading

U.S Dividend Watch List: September 1, 2017

There are 50 names on the list this week. We hope that you find companies that suit your investment strategy. Continue reading

U.S Dividend Watch List: August 18, 2017

It has been an interesting week to say the least. With political unrest occurring while the market continue to stay at or near the all-time high. However, the rally was short lived and market sold off nearly 3% from the high by the end of the week. The market breath based on our the number of companies on our watch list is telling a different story. There are 61 names on the list this week which is the most we've had since the start of this year. Continue reading

U.S Dividend Watch List: August 4, 2017

Previous Year Performance Review

In our ongoing review of the NLO Dividend Watch List, we have taken the top five stocks on our list from August 5, 2016 and have checked the performance one year later. The top five companies on that list can be seen in the table below.

Symbol Name 2015 Price 2016 Price % change
GCI Gannett Co Inc 12.27 8.96 -27.0%
NPBC National Penn Bancshares 10.72 10.72 0.0%
CCBG Capital City Bank Group 13.84 21.32 54.0%
BF-B Brown-Forman Corp. CL 'B' 48.75 48.52 -0.5%
WFC Wells Fargo & 48.68 52.84 8.5%
      Average 7.0%
         
DJI Dow Jones Industrial 18,543.53 22,092.81 19.1%
SPX S&P 500 2,182.87 2,476.83 13.5%

Little was said about the top five companies in prior year. The one actionable item from our commentary was additional purchase of Carbo Ceramic (CRR) which didn't pan out well as oil supply continue to exceed demand. Despite that, the top five companies on our list returned 7% on average. The largest gain came from small regional bank Capital City Bank (CCBG). The biggest decline occurred in Gannett (GCI).

U.S. Dividend Watch List: August 4, 2017

The Dow reached another milestone breaking above 22,000 mark and closed the week at an all-time high. As a student of Dow Theory, it would be interesting to see Dow Jones Transport achieve the same mark. Despite that, we are still a continuation of a bull market. Below are companies on our watch list which we use as a starting point for our investment research. Continue reading

U.S Dividend Watch List: July 21, 2017

Previous Year Performance Review

In our ongoing review of the NLO Dividend Watch List, we have taken the top five stocks on our list from July 22, 2016 and have checked the performance one year later. The top five companies on that list can be seen in the table below.

Symbol Name 2015 Price 2016 Price % change
AXS Axis Capital Holdings Ltd 53.56 65.00 21.4%
WFC Wells Fargo & 48.32 54.17 12.1%
FNB F.N.B. Corp. 12.13 13.29 9.6%
TIF Tiffany & Co. 62.00 93.71 51.1%
HFC HollyFrontier Corporation 24.12 27.32 13.3%
      Average 21.5%
         
DJI Dow Jones Industrial 18,570.85 21,580.07 16.2%
SPX S&P 500 2,175.03 2,472.54 13.7%

The top five companies from our list one year ago gained on average 21.5%. The biggest contributor to this gain came from Tiffany & Co. (TIF) which rose 51.1%. We took a bullish bet on Tiffany last year with a call option that turned out to be a well timed speculation. You can find more detail about that transaction here.

U.S. Dividend Watch List: July 21, 2017

It's another record week for the market as both the Dow Jones Industrial and S&P 500 reached all-time high. Interestingly, we believe that market breadth may be weakening as more more companies (more than 40) are appearing on our watch list. Similar condition last year produced 7 companies on our watch list. Our team would urge caution as new positions are established and existing positions are accumulated. If one are to start accumulating, we suggest start with companies on our watch list. Continue reading