Below are the valuation targets for NextEra Energy (NEE) for the next 10 years. Continue reading
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Author Archives: nlo-admin
American Electric Power 10-Year Targets
Below are the valuation targets for American Electric Power (AEP) for the next 10 years. Continue reading
Duke Energy 10-Year Targets
Below are the valuation targets for Duke Energy (DUK) for the next 10 years. Continue reading
Algonquin Power & Utilities 10-Year Targets
Below are the valuation targets for Algonquin Power & Utilities (AQN) for the next 10 years. Continue reading
Watsco Inc. 10-Year Targets
Below are the valuation targets for Watsco Inc. (WSO) for the next 10 years. Continue reading
Nu Skin Enterprises 10-Year Targets
Below are the valuation targets for Nu Skin Enterprises Inc. (NUS) for the next 10 years. Continue reading
International Flavors & Fragrances 10-Year Targets
Below are the valuation targets for International Flavors & Fragrances (IFF) for the next 10 years. Continue reading
Transaction Alert
The NLO team executed the following transaction(s): Continue reading
U.S. Dividend Watch List: March 1, 2019
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 March 2, 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 | 2018 Price | 2019 Price | % change |
| WGL | WGL Holdings | 81.71 | 88.74 | 8.6% |
| CTWS | Connecticut Water Service | 49.65 | 67.42 | 35.8% |
| ED | Consolidated Edison | 74.35 | 82.66 | 11.2% |
| MGEE | MGE Energy | 52.55 | 64.66 | 23.0% |
| PPL | PP&L Corporation | 27.73 | 32.26 | 16.3% |
| Average | 19.0% | |||
| DJI | Dow Jones Industrial | 24,538.06 | 26,026.32 | 6.1% |
| SPX | S&P 500 | 2,691.25 | 2,803.69 | 4.2% |
The top five companies had an extraordinary return in one year. The average gain was +19% compared to S&P return of +4.20%. The best performing sector was utilities with Connecticut Water Service (CTWS) gaining +35.80% in one year, which is exceptional for a utility company. The conventional wisdom is for utilities to underperform when interest rates rise. However, our study back in 2014 may provided an alternative view on the topic. We highlighted 3 companies that would outperformed the market but they failed to do so and lost, on average, -12% of their value.
U.S. Dividend Watch List: March 1, 2019
It was a good February for the bulls with the S&P 500 gaining more than +2%. The number of stocks on our watch list continue to shrink. Nevertheless, we rely heavily on this list as our starting point for research. Continue reading
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
Tagged members
Enbridge Inc. 10-Year Targets
Below are the valuation targets for Enbridge Inc. (ENB.TO) for the next 10 years. Continue reading
Bank OZK 10-Year Targets
Below are the valuation targets for Bank OZK (OZK) for the next 10 years. Continue reading
Altria Group 10-Year Targets
Below are the valuation targets for Altria Group (MO) for the next 10 years. Continue reading
Posted in 10-year Targets, Altimeter, MO
Chesapeake Utilities 10-Year Targets
Below are the valuation targets for Chesapeake Utilities Corp. (CPK) for the next 10 years. Continue reading
Lumber Liquidator: From There to Here
On March 3, 2015, we proposed the following:
“The coincidence of Lumber Liquidator (LL) declining significantly at the same time as the futures price of lumber (as traded on the Chicago Mercantile Exchange) seems difficult to ignore. Investors should take note of the fact that in three prior periods indicated in blue, LL has lost a minimum of –35% and as much as –53% when the price of lumber declined –33% or more.”
Since March 2015, the overall reality is that Lumber Liquidator and the futures price of lumber have more than a coincidence. For that reason, those with a high tolerance for risk and loss, we believe that critical examination of Lumber Liquidator is necessary at this time.
Bitcoin: February 2019
On January 17, 2018, we said the following:
Below are the revised downside targets and expected times that each target will be achieved.
Price Targets
Time Targets
Since our January 17, 2018 posting, Bitcoin has declined as low as $3,194.96 which was achieved on December 15, 2018. Continue reading