Below are the valuation targets for RLI Corp. (RLI) for the next 10 years. Continue reading
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Author Archives: nlo-admin
Regal Beloit 10-Year Targets
Below are the valuation targets for Regal Beloit (RBC) for the next 10 years. Continue reading
Paychex Inc. 10-Year Targets
Below are the valuation targets for Paychex Inc. (PAYX) for the next 10 years. Continue reading
U.S. Dividend Watch List: May 10, 2019
We saw the market reached an all-time high in the past two weeks. With bullish sentiment back, number of companies trading at or near their low are shrinking. Despite that, keep an eye on the Dow Jones Transport as a key indicator for the next move for the market. Our team believe in the upside bias but we take the wait and see approach before declaring that victory. Our team will utilize the watch list below to seek investments that have imbalance risk/reward profile. Continue reading
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
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Portland General Electric 10-Year Targets
Below are the valuation targets for Portland General Electric (POR) for the next 10 years. Continue reading
Lazard Ltd. 10-Year Targets
Below are the valuation targets for Lazard Ltd. (LAZ) for the next 10 years. Continue reading
Cullen/Frost Bankers 10-Year Targets
Below are the valuation targets for Cullen/Frost Bankers (CFR) for the next 10 years. Continue reading
Evercore Inc. 10-Year Targets
Below are the valuation targets for Evercore Inc. (EVR) for the next 10 years. Continue reading
Webster Financial 10-Year Targets
Below are the valuation targets for Webster Financial Corp. (WBS) for the next 10 years. Continue reading
Coppock Curve: April 2019
The indicator dipped below 100 and closed the month at 62.9. Keep a close watch on this indicator if and when it moves into negative territory. Continue reading
Chart of the Day: Inverted Yields from 1800 to 1965
Below is a chart of inverted yields of American bonds as published in Richard Russell’s Dow Theory Letters on May 25, 1965. What is most conspicuous about this chart? The overall trend of lower highs (yields) and lower lows (yields).
Nasdaq 100: April 2019
Below are the Nasdaq 100 Watch List stocks for April 2019.
Gilead Sciences 10-Year Targets
Below are the valuation targets for Gilead Sciences (GILD) for the next 10 years. Continue reading
Interest Rate Monitor: April 2019
Below are the downside targets for the 3-month Treasury from the beginning of the Fed’s interest rate increasing campaign. Continue reading
Posted in Interest Rate Monitor
U.S. Dividend Watch List: April 19, 2019
Prior Year Performance Review
In our ongoing review of the NLO Dividend Watch List, we have taken the top five stocks on our list from April 20, 2018 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 |
| PG | Procter & Gamble | 73.80 | 106.05 | 43.7% |
| ABM | ABM Industries | 31.75 | 37.37 | 17.7% |
| CL | Colgate-Palmolive | 67.52 | 69.35 | 2.7% |
| PEP | PepsiCo | 102.48 | 127.09 | 24.0% |
| HAS | Hasbro Inc | 82.81 | 88.78 | 7.2% |
| Average | 19.1% | |||
| DJI | Dow Jones Industrial | 24,462.94 | 26,559.54 | 8.6% |
| SPX | S&P 500 | 2,670.14 | 2,905.03 | 8.8% |
The top five companies gained +19.10% outperforming the S&P 500 gain of +8.80% by a wide margin. The largest gain of +43.70% came from Procter & Gamble (PG). One year ago, Procter was trading at 3.70% dividend yield which happens to be in the undervalue range of our 10 year target. Since then the share price has done nothing but rise.
Interestingly, the worst performing company was Colgate-Palmolive (CL) which gained +2.70% and yet these two companies are operating in the same sector. But a closer examination of Colgate one year ago revealed that it was trading closer to its fair value and wasn't undervalued. Of the two companies within the same sector, the one that is trading at discount to historical yield, with a better risk-reward proposition, would be the one to purchase.
U.S. Dividend Watch List: April 19, 2019
Below are 27 companies that are on our watch list this week. Continue reading
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
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