Category Archives: NLO performance

Top Five Watch List Performance Review

In our ongoing review of the NLO Dividend Watch List, we have taken the top five stocks on our list from December 5, 2014 and have checked the performance one year later. The top five companies on that list can be seen in the table below.

Watch List Review

Our top five companies fell on average 16.5% compared to the market which was up less than 1%. Three of the five companies are tied to the energy market which is in a deep bear market. The largest decline came from Murphy Oil (MUR) which lost nearly half of its market value. The fall in oil price was unpredictable and has taken the resource industry on a wild ride.

On the opposite end, the biggest gain came from Stepan (SCL) which is a chemical company. The gain may have been driven from 13% rise in profit in addition to the multiple expansion in the shares. Last year, Stepan was trading at just 15x trailing earnings. Today, it is trading at 17x profit that is 13% higher.

U.S. Dividend Watch List: December 4, 2015

After the S&P broke 2,100 mid-week, the market took a turn falling below 2,050 but regained most of the loss. At the end of the week, there are 19 companies on our watch list. Continue reading →

Despite the Euro debt fears, the market continued to churn higher.  The S&P 500 is coming close to testing its April 2011 high of 1363. The momentum in the market has pushed investors to move into the cyclical names. As such, you'll see many great household names on this week watch list. Below are 15 companies that are within 11% of the 52-week low.

February 10, 2012

Watch List Summary

Topping our list this week is Carbo Ceramics (CRR) which is in a free fall. The manufacturer of ceramics used in hydraulic fracturing has been punished because of its ties to shale drilling. We suspect that some relief rally may be coming as CRR are heavily oversold. The historical dividend yield suggests that shares may be undervalued but further assessment should be made. Investors should have time for researching the stock since most dividend stocks typically do not make a "V shape" bottom.

Looking a bit further into the list you'll find many great household name such as Tootsie Roll (TR), Clorox (CLX), Pepsi (PEP), and AT&T (T). Investors craving income can get on average of a 3% yield from the entire list, three of which are Dow Jones Industrial components.

Top Five Performance Review

In our ongoing review of the NLO Dividend Watch List, we have taken the top five stocks on our list from February 11, 2011 and have check their performance one year later. The top five companies on that list can be seen in the table below.

Disclaimer
On our current list, we excluded companies that have no earnings. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and extensive due diligence. We suggest that readers use the March 2009 low (or the companies' most distressed level in the last 2 years) as the downside projection for investing. Our view is to embrace the worse case scenario prior to investing. A minimum of 50% decline or the November 2008 to March 2009 low, whichever is lower, would fit that description. It is important to place these companies on your own watch list so that when the opportunity arises, you can purchase them with a greater margin of safety. It is our expectation that, at the most, only 1/3 of the companies that are part of our list will outperform the market over a one-year period
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December 30, 2011

Last Year Review

Disclaimer