Category Archives: Uncategorized

Transaction Alert

On January 23, 2018, we executed the following transaction(s): Continue reading

Transaction Alert

On November 22, 2017, we executed the following transactions: Continue reading

Performance Review: November 13, 2009

Below is the 8-year performance of our Dividend Watch List from November 13, 2009 to November 14, 2017 as compared to the Dow Jones Industrial Average.

Continue reading

California Real Estate Trends

Two indicators of the California real estate market that we’re tracking are the median price of existing detached homes and the violations of California regulations for real estate licensees, agents, brokers and non-licensed individual/firms involved in real estate transactions*.  Below we have the monthly and 12-month moving average data for these two series from 1990 to the present.

Performance Review: October 18, 2013

Below is the 4-year performance of our Dividend Watch List from October 18, 2013 to October 18, 2017 as compared to the Dow Jones Industrial Average.

symbol Name total return
LLY Eli Lilly & 94.00%
SYY Sysco Corp. 89.40%
NWN Northwest Natural Gas 76.71%
CAT Caterpillar 74.84%
ED Consolidated Edison 72.60%
PPL PP&L Corporation 58.85%
PM Philip Morris International 54.29%
KO Coca-Cola Co 35.75%
T AT&T Inc 26.86%
VMI Valmont Industries, Inc. 25.31%
SCG SCANA Corporation 22.83%
MAC Macerich 18.13%
XOM Exxon Mobil Corp. 7.79%
IBM IBM 4.23%
  Average % change 47.26%
     
DJIA Dow Jones Industrial Average 67.71%

The total return for the Dow Jones Industrial Average was +67.71% while the average total return for the entire watch list was +47.26%.