-
Maximize the annual yield of each trade.
-
Reduce the time between buying and selling of each stock.
-
Exceed the annual yield of government guaranteed alternatives in each trade.
-
Topics
Archives
-
-
Recent Posts
-
-
-
-
Comments Off on Sell Northern Trust (NTRS) at the Market
Posted in NTRS, Sell Recommendations
Tagged members
| Symbol | Name | Price | EPS | Div/Shr | Yield | Pct from Yr Low | Ex-Div |
| CHFC | Chemical Financial Corp | $20.93 | 0.71 | 0.8 | 3.80% | 11.39% | 12/01/10 |
| IMO | Imperial Oil Limited | $36.03 | 2.23 | 0.43 | 1.20% | 2.42% | 12/01/10 |
| PEP | Pepsico, Inc. | $63.92 | 3.97 | 1.92 | 3.00% | 8.80% | 12/01/10 |
| ANAT | American National Insurance | $79.71 | 5.37 | 3.08 | 3.90% | 7.51% | 12/01/10 |
| CBSH | Commerce Bancshares, Inc. | $37.48 | 2.5 | 0.94 | 2.50% | 6.78% | 12/06/10 |
| CHL | China Mobile Limited | $49.69 | 4.34 | 1.64 | 3.30% | 11.89% | 12/06/10 |
| FNF | Fidelity National Financial | $13.63 | 1.34 | 0.72 | 5.30% | 8.17% | 12/07/10 |
| UMBF | UMB Financial Corp | $37.44 | 2.37 | 0.78 | 2.10% | 17.85% | 12/08/10 |
| NTRS | Northern Trust Corp | $50.20 | 2.92 | 1.12 | 2.20% | 10.81% | 12/08/10 |
| WMT | Wal-Mart Stores, Inc. | $53.67 | 4.03 | 1.21 | 2.30% | 12.35% | 12/08/10 |
| KMB | Kimberly-Clark Corp | $61.53 | 4.42 | 2.64 | 4.30% | 5.63% | 12/08/10 |
| VFC | V.F. Corp | $83.00 | 5.27 | 2.52 | 3.00% | 19.87% | 12/08/10 |
| BDX | Becton, Dickinson and Co | $77.12 | 5.49 | 1.64 | 2.10% | 16.02% | 12/08/10 |
| STFC | State Auto Financial Corp | $15.83 | 0.03 | 0.6 | 3.70% | 18.13% | 12/09/10 |
| SYBT | S.Y. Bancorp, Inc. | $23.69 | 1.44 | 0.72 | 3.00% | 19.65% | 12/09/10 |
| IRET | Investors Real Estate Trust | $8.94 | 0.02 | 0.69 | 7.60% | 12.17% | 12/12/10 |
| SFNC | Simmons First National Corp | $28.75 | 1.63 | 0.76 | 2.60% | 18.90% | 12/12/10 |
| SUBK | Suffolk Bancorp | $25.78 | 1.68 | 0.88 | 3.40% | 10.22% | 12/12/10 |
| BXS | BancorpSouth, Inc. | $12.86 | 0.06 | 0.88 | 6.90% | 4.81% | 12/13/10 |
| VLY | Valley National Bancorp | $12.71 | 0.76 | 0.72 | 5.60% | 3.61% | 12/13/10 |
| PPDI | Pharmaceutical Product Dev. | $24.92 | 0.8 | 0.6 | 2.40% | 19.46% | 12/13/10 |
| LEG | Leggett & Platt | $20.55 | 1.17 | 1.08 | 5.30% | 14.87% | 12/13/10 |
| UHT | Universal Health Realty Income | $35.05 | 1.38 | 2.42 | 6.80% | 18.73% | 12/13/10 |
| HI | Hillenbrand Inc | $19.50 | 1.54 | 0.75 | 3.90% | 9.55% | 12/13/10 |
| OMI | Owens & Minor, Inc. | $28.42 | 1.92 | 0.71 | 2.40% | 11.36% | 12/13/10 |
| MRK | Merck & Company | $34.69 | 2.59 | 1.52 | 4.40% | 13.00% | 12/13/10 |
| FFIN | First Financial Bankshares, Inc | $48.79 | 2.72 | 1.36 | 2.80% | 12.03% | 12/13/10 |
| RNR | RenaissanceRe Holdings | $60.48 | 13.42 | 1 | 1.60% | 19.86% | 12/13/10 |
| TSS | Total System Services | $15.14 | 1.05 | 0.28 | 1.80% | 12.90% | 12/14/10 |
| MCY | Mercury General Corp | $43.20 | 3.83 | 2.4 | 5.50% | 19.17% | 12/14/10 |
| RLI | RLI Corporation | $58.14 | 5.52 | 1.16 | 2.00% | 17.86% | 12/14/10 |
| GE | General Electric | $15.97 | 0.92 | 0.48 | 3.00% | 16.15% | 12/15/10 |
| FRS | Frisch's Restaurants | $21.70 | 1.89 | 0.6 | 2.70% | 19.96% | 12/15/10 |
| ECL | Ecolab Inc. | $48.56 | 2.16 | 0.62 | 1.30% | 19.43% | 12/16/10 |
| CINF | Cincinnati Financial Corp. | $29.77 | 3.04 | 1.6 | 5.30% | 18.56% | 12/20/10 |
| SRE | Sempra Energy | $49.62 | 2.99 | 1.56 | 3.10% | 13.00% | 12/26/10 |
| OFC | Corporate Office Properties | $33.91 | 0.33 | 1.65 | 4.80% | 3.75% | 12/27/10 |
| NUE | Nucor Corp. | $37.39 | 0.64 | 1.44 | 3.80% | 4.70% | 12/27/10 |
| USB | U.S. Bancorp | $24.00 | 1.54 | 0.2 | 0.80% | 17.42% | 12/27/10 |
| XRAY | DENTSPLY International Inc. | $30.73 | 1.85 | 0.2 | 0.60% | 10.70% | 12/27/10 |
| WPC | W.P. Carey & Co. | $29.50 | 1.95 | 2.03 | 6.90% | 19.48% | 12/27/10 |
| SYK | Stryker Corp | $50.19 | 3.22 | 0.6 | 1.20% | 17.43% | 12/27/10 |
| IBKC | IBERIABANK Corp. | $50.83 | 5.99 | 1.36 | 2.70% | 5.22% | 12/27/10 |
| CWCO | Consolidated Water Co. Ltd. | $8.91 | 0.3 | 0.3 | 3.30% | 10.00% | 12/28/10 |
| LRY | Liberty Property Trust | $31.67 | 0.4 | 1.9 | 6.00% | 16.52% | 12/28/10 |
| HCC | HCC Insurance Holdings, Inc. Co | $28.31 | 2.89 | 0.58 | 2.10% | 18.70% | 12/28/10 |
| FULT | Fulton Financial Corp. | $8.76 | 0.54 | 0.12 | 1.40% | 7.75% | 12/29/10 |
| TR | Tootsie Roll Industries | $26.87 | 0.92 | 0.32 | 1.20% | 15.82% | 12/29/10 |
| BANF | BancFirst Corp. | $40.11 | 2.69 | 1 | 2.50% | 15.03% | 12/29/10 |
| CAH | Cardinal Health | $35.52 | 2.71 | 0.78 | 2.20% | 19.64% | 12/29/10 |
| ITW | Illinois Tool Works | $47.40 | 3.25 | 1.36 | 2.90% | 17.53% | 12/29/10 |
| Symbol | Name | Price | P/E | EPS | Yield | P/B | % from Low |
| APOL | Apollo Group, Inc. | $34.46 | 9.53 | 3.62 | 0 | 3.75 | 0.76% |
| CSCO | Cisco Systems, Inc. | $19.46 | 14.27 | 1.36 | 0 | 2.4 | 1.46% |
| ISRG | Intuitive Surgical, Inc. | $257.08 | 30.6 | 8.4 | 0 | 4.92 | 4.48% |
| AMGN | Amgen Inc. | $53.83 | 11.64 | 4.63 | 0 | 2.12 | 7.10% |
| TEVA | Teva Pharma. | $50.37 | 15.5 | 3.25 | 1.40% | 2.07 | 7.19% |
| DISH | DISH Network | $19.01 | 9.34 | 2.04 | 0 | N/A | 9.76% |
| ADBE | Adobe Systems | $28.40 | 31.7 | 0.9 | 0 | 2.84 | 11.59% |
| MSFT | Microsoft Corp | $25.37 | 10.91 | 2.33 | 2.50% | 4.58 | 11.61% |
| SHLD | Sears Holdings | $66.22 | 27.13 | 2.44 | 0 | 0.84 | 11.84% |
| GRMN | Garmin Ltd. | $29.40 | 8.03 | 3.66 | 5.30% | 1.93 | 12.60% |
| XRAY | DENTSPLY Intl | $31.40 | 16.99 | 1.85 | 0.60% | 2.43 | 13.11% |
| FLIR | FLIR Systems, Inc. | $27.62 | 18.6 | 1.49 | 0 | 2.93 | 15.08% |
| PAYX | Paychex, Inc. | $28.81 | 21.48 | 1.34 | 4.40% | 7.1 | 16.88% |
| ATVI | Activision Inc | $11.74 | 40.76 | 0.29 | 1.30% | 1.3 | 18.23% |
| HSIC | Henry Schein, Inc. | $58.21 | 16.86 | 3.45 | 0 | 2.2 | 18.55% |
| GILD | Gilead Sciences, Inc. | $37.78 | 11.05 | 3.42 | 0 | 5.28 | 19.07% |
| CTAS | Cintas Corp | $27.53 | 18.87 | 1.46 | 1.80% | 1.61 | 19.18% |
| Name | 2009 | 2010 | 1yr % change | |
| Cephalon, Inc. | 55.23 | 65.47 | 18.54% | |
| Ryanair Holdings | 25.83 | 30.99 | 19.98% | |
| Gilead Sciences | 45.56 | 37.78 | -17.08% | |
| Genzyme Corp | 51.07 | 71.81 | 40.61% | |
| Apollo Group, Inc. | 55.76 | 34.46 | -38.20% | |
| Average | 4.77% | |||
| Nasdaq 100 | 1765.46 | 2153.91 | 22.00% | |
| Nasdaq Composite | 2138.44 | 2534.56 | 18.52% | |
Watch List Summary
In addition, there are great household names such as Kimberly-Clark (KMB), Colgate-Palmolive (CL), Pepsi (PEP), and Clorox (CLX) that we are all familiar with. Inflation themed investors can look to another major food supplier to restaurants, Sysco (SYY). In the following article we wrote on December 17, 2008, we compared Sysco to Newmont Mining (NEM) and Couer D'Alene (CDE) from 1970 to 1983. On a total return basis, according to Morningstar.com, Sysco gave far superior returns (4 times greater) than the leading gold and silver stocks did during a commodity boom.
The New Low team is very interested in re-purchasing Bank of Hawaii (BOH) as the banking sector is seen as out of favor. If interested, investors can refer to our original writing on Bank of Hawaii from initiation to sell recommendation with a detailed follow-up titled "The Anatomy of a Bear Market Trade."
November 19, 2010 Watch List
| Symbol | Name | Price | % Yr Low | P/E | EPS (ttm) | Div/Shr | Yield | Payout Ratio |
| CAG | ConAgra Foods, Inc. | 21.48 | 2.19% | 13.68 | 1.57 | 0.92 | 4.28% | 59% |
| WABC | Westamerica BanCorp. | 50.50 | 2.98% | 15.83 | 3.19 | 1.44 | 2.85% | 45% |
| IBKC | IBERIABANK Corp. | 50.52 | 4.57% | 8.43 | 5.99 | 1.36 | 2.69% | 23% |
| GBCI | Glacier BanCorp., Inc. | 13.32 | 5.05% | 21.14 | 0.63 | 0.52 | 3.90% | 83% |
| VLY | Valley National BanCorp. | 13.01 | 6.14% | 17.12 | 0.76 | 0.72 | 5.53% | 95% |
| KMB | Kimberly-Clark Corp. | 61.84 | 6.16% | 13.99 | 4.42 | 2.64 | 4.27% | 60% |
| ABT | Abbott Laboratories | 47.40 | 6.30% | 15.64 | 3.03 | 1.76 | 3.71% | 58% |
| CLX | Clorox Co. | 62.93 | 6.73% | 13.50 | 4.66 | 2.20 | 3.50% | 47% |
| CBSH | Commerce Bancshares, Inc. | 37.59 | 7.09% | 14.98 | 2.51 | 0.94 | 2.50% | 37% |
| CL | Colgate-Palmolive Co. | 78.21 | 6.96% | 18.27 | 4.28 | 2.12 | 2.71% | 50% |
| LLY | Eli Lilly & Co. | 34.50 | 7.75% | 7.91 | 4.36 | 1.96 | 5.68% | 45% |
| BOH | Bank of Hawaii Corp. | 44.95 | 8.05% | 11.83 | 3.80 | 1.80 | 4.00% | 47% |
| CWT | California Water Service | 36.44 | 7.78% | 19.28 | 1.89 | 1.19 | 3.27% | 63% |
| WFSL | Washington Federal, Inc. | 15.17 | 8.59% | 14.45 | 1.05 | 0.20 | 1.32% | 19% |
| SYY | Sysco Corp. | 28.84 | 8.83% | 14.87 | 1.94 | 1.04 | 3.61% | 54% |
| FULT | Fulton Financial Corp. | 8.87 | 9.51% | 16.43 | 0.54 | 0.12 | 1.35% | 22% |
| FNFG | First Niagara Financial Group | 12.31 | 9.62% | 19.54 | 0.63 | 0.60 | 4.87% | 95% |
| TFX | Teleflex Inc. | 52.62 | 9.81% | 12.99 | 4.05 | 1.36 | 2.58% | 34% |
| PEP | Pepsi Co Inc. | 64.71 | 10.14% | 16.30 | 3.97 | 1.92 | 2.97% | 48% |
| EGN | Energen Corp. | 44.41 | 10.34% | 11.87 | 3.74 | 0.52 | 1.17% | 14% |
| PNR | Pentair, Inc. | 32.53 | 10.61% | 17.87 | 1.82 | 0.76 | 2.34% | 42% |
| 21 Companies | ||||||||
Top Five Performance Review
| Name | Symbol | 2009 Price | 2010 Price | % change |
| AQUA AMERICA INC | WTR | 15.88 | 21.05 | 32.56% |
| First Financial Corporation Ind | THFF | 27.96 | 31.1 | 11.23% |
| CALIFORNIA WATER SVC | CWT | 35.78 | 36.44 | 1.84% |
| WGL HOLDINGS INC | WGL | 31.33 | 37.12 | 18.48% |
| U G I CP | UGI | 23.36 | 30.16 | 29.11% |
| Average | 18.64% | |||
| Dow Jones Industrial | DJI | 10,318.16 | 11,203.55 | 8.58% |
| S&P 500 | SPX | 1,091.38 | 1,199.73 | 9.93% |
Disclaimer
Our first observation on the performance between the NLO Dividend Watch List [NLO] and Scott’s Investments [SI] is that the NLO list accomplished a gain of 6.25% compared to SI’s gain of 2.17%. There is little to explain why there is such a disparity in the two lists. Especially since the [SI] list is tailor-made for individuals interested in dividend income at a time when investors of all stripes are more aware of the need for an income component to their portfolio. This is contrasted with the NLO list which only has the requirement that the stocks have, or have had, a history of dividend increases of more than 10 years in a row and within 20% of the 52-week low. From our perspective, we normally chose the stocks nearest the new low and then work our way up from a qualitative standpoint based on fundamental and technical attributes.
| Scott's Investments 11 High Yield Stocks to Buy Now October 10,2010 |
| Ticker | Company | 10/8/10* | 11/15/10* | Change** | Yield on 10/8 |
| Q | Qwest Inc. | 6.34 | 6.85 | 8.04% | 5.05% |
| MO | Altria Group Inc. | 24.51 | 24.69 | 0.73% | 5.79% |
| FTR | Frontier Communications | 8.39 | 9.1 | 8.46% | 11.20% |
| PGN | Progress Energy Inc. | 44.57 | 44.38 | -0.43% | 5.56% |
| POM | Pepco Holdings, Inc. | 19.11 | 18.85 | -1.36% | 5.65% |
| WIN | Windstream Corporation | 12.14 | 13.05 | 7.50% | 8.24% |
| CTL | CenturyLink, Inc. | 39.76 | 42.33 | 6.46% | 7.24% |
| SO | Southern Company | 37.26 | 38.33 | 2.87% | 4.83% |
| TEG | Integrys Energy Group, Inc. | 53.07 | 51.48 | -3.00% | 5.13% |
| CNP | CenterPoint Energy, Inc. | 15.9 | 16.22 | 2.01% | 4.91% |
| HCP | HCP, Inc. | 35.83 | 33.18 | -7.40% | 5.19% |
| Avg Return: | 2.17% | ||||
| Source: | Scott's Investments October 10, 2010 | ||||
| 11 High Yield Stocks to Buy Now | |||||
Our next observation is that, although the NLO list rose at a much more torrid pace than the SI list, the best and worst performers for the NLO list outpaced the SI comparables. Of the best performing stocks, the NLO’s Beckman Coulter (BEC) rose 16.26% while the SI best performer, Frontier Communications (FTR), rose 8.46%. The Beckman Coulter (BEC) rise outpaced Frontier Communications (FTR) by 92%. This suggests that the positions taken in the NLO list are likely to be higher risk.
|
NLO Dividend Watch List October 8, 2010
|
|||||
| Ticker | Company | 10/8/2010* | 11/15/2010* | Change** | 10/08 Yield |
| CL | Colgate-Palmolive Co. | 74.39 | 78.37 | 5.35% | 2.73% |
| CAG | ConAgra Foods, Inc. | 21.65 | 21.61 | -0.18% | 3.83% |
| NTRS | Northern Trust Corp. | 48.35 | 51.30 | 6.10% | 2.32% |
| WST | West Pharmaceutical | 34.94 | 38.33 | 9.70% | 1.95% |
| BBT | BB&T Corp. | 23.43 | 25.05 | 6.91% | 2.56% |
| MDT | Medtronic | 33.45 | 34.66 | 3.62% | 2.57% |
| BEC | Beckman Coulter | 47.78 | 55.55 | 16.26% | 1.53% |
| SBSI | Southside Bancshares | 18.98 | 19.92 | 4.95% | 4.37% |
| USB | U.S. BanCorp. | 22.31 | 24.94 | 11.79% | 0.90% |
| WFSL | Washington Federal | 15.27 | 15.24 | -0.20% | 1.31% |
| FUL | HB Fuller Company | 20.24 | 21.15 | 4.50% | 1.38% |
| Average Return: | 6.25% | ||||
| Source: | New Low Observer October 8, 2010 | ||||
| NLO Dividend Watch List | |||||
| http://www.newlowobserver.com/2010/10/dividend-watch-list.html | |||||
Since we suspect that the SI portfolio will perform quite well over an extended period of time. We will review these same portfolios after a year to determine if there are any new lessons to be learned from selecting stocks based on high dividend yields.
Notes:
*based on closing price of October 8, 2010 and November 15, 2010
**all prices for Oct 8th and Nov 15th are adjusted for dividends
Watch List Summary
Nasdaq 100 Watch List
| Symbol | Name | Price | P/E | EPS | Yield | P/B | % from Low |
| WCRX | Warner Chilcott plc | $20.89 | 10.28 | 2.03 | N/A | 2.66 | 5.67% |
| APOL | Apollo Group, Inc. | $36.84 | 10.19 | 3.62 | N/A | 4.01 | 5.80% |
| TEVA | Teva Pharmaceutical In | $50.81 | 15.64 | 3.25 | 1.40% | 2.11 | 8.13% |
| ISRG | Intuitive Surgical, Inc. | $277.96 | 33.08 | 8.4 | N/A | 5.44 | 8.96% |
| AMGN | Amgen Inc. | $54.93 | 11.87 | 4.63 | N/A | 2.17 | 9.29% |
| PAYX | Paychex, Inc. | $27.77 | 20.71 | 1.34 | 4.40% | 6.99 | 12.66% |
| XRAY | DENTSPLY . | $31.64 | 17.12 | 1.85 | 0.60% | 2.49 | 13.98% |
| URBN | Urban Outfitters, Inc. | $33.27 | 21.65 | 1.54 | N/A | 4.07 | 14.61% |
| GRMN | Garmin Ltd. | $30.01 | 8.2 | 3.66 | 4.90% | 2.04 | 14.94% |
| DISH | DISH Network Corporation | $19.91 | 11.94 | 1.67 | N/A | N/A | 14.95% |
| ADBE | Adobe Systems Incorporated | $29.49 | 32.91 | 0.9 | N/A | 2.98 | 15.87% |
| PDCO | Patterson Companies Inc. | $28.22 | 15.25 | 1.85 | 1.40% | 2.35 | 16.95% |
| SPLS | Staples, Inc. | $20.45 | 18.11 | 1.13 | 1.70% | 2.32 | 17.19% |
| HSIC | Henry Schein, Inc. | $57.72 | 16.72 | 3.45 | N/A | 2.25 | 17.56% |
| FLIR | FLIR Systems, Inc. | $28.35 | 18.91 | 1.5 | N/A | 3.11 | 18.13% |
| ATVI | Activision Blizzard, Inc | $11.77 | 40.59 | 0.29 | 1.30% | 1.33 | 18.53% |
| MSFT | Microsoft Corporation | $26.95 | 11.59 | 2.33 | 2.40% | 4.92 | 18.57% |
| CTAS | Cintas Corporation | $27.62 | 18.93 | 1.46 | 1.70% | 1.66 | 19.57% |
Top Five Performance Review
| Name | Symbol | 2009 Price | 2010 Price | % change |
| Apollo Group | APOL | 55.99 | 36.84 | -34.20% |
| Cephalon | CEPH | 58.26 | 65.23 | 11.96% |
| Genzyme Corp | GENZ | 52.28 | 70.65 | 35.14% |
| Phama. Prod. Develop. | PPDI | 19.26 | 25.79 | 33.90% |
| Gilead | GILD | 46.26 | 38.51 | -16.75% |
| Average | 6.01% | |||
| Nasdaq 100 | 1730.76 | 2176.88 | 25.78% | |
| Nasdaq Composite | 2112.44 | 2562.98 | 21.33% | |
* Warner Chilcott (WCRX) will be removed from our watch list due to the price decline associated with a special dividend (WSJ article link) paid in September 2010. A chart with the adjusted price after the special dividend is located here.
First, there is the issue of the primary trend. No primary trend stops and then re-starts only two months apart. This goes back to the issue that you’ve mentioned about the timing of a call. Such a short period of time between bull or bear market calls is a tip-off that a false signal had to have been triggered on June 30, 2010. A review of the primary trend from Rhea, Hamilton, Nelson, Russell and Schaefer is in order on that point.
| Top Five Mobile Phone Vendors, Shipments, and Market Share, Q3 2010 | |||
| Vendor | 3Q10 Unit Shipments | 3Q10 Market Share | 3Q10/3Q09 Change |
| 1. Nokia |
110.4
|
32.40%
|
1.80%
|
| 2. Samsung |
71.4
|
21.00%
|
18.60%
|
| 3. LG Electronics |
28.4
|
8.30%
|
-10.10%
|
|
4. Apple
|
14.1
|
4.10%
|
90.50%
|
| 5. R.I.M. |
12.4
|
3.60%
|
45.90%
|
| Others |
103.8
|
30.50%
|
28.30%
|
| Total |
340.5
|
100.00%
|
14.60%
|
| Source: IDC Worldwide Quarterly Mobile Phone Tracker, October 28, 2010 | |||
Please revisit New Low Observer for edits and revisions to this post. Email us.
Posted in AAPL, market share, RIMM
“Point 9 represents the upward penetration of the minor high, with encouragement from the volume of trading. The averages are still at levels to suggest buying.
“All rules of sound practice would forbid buying at point 10. Possible losses, figured against recent lows, are unattractively large. At the same time, a bullish forecast still lacks the authority which the averages could give by bettering the old highs. If the speculator has missed the good chances that have been left behind, surely he out not buy here. It will be far wiser to wait and pay a little more, when and if the averages jump the hurdle of their former highs.
“Aside from other considerations that enter into forecasting, the market position at point 10 actually suggests to the speculator a tactical sell-out of some of his stock. Suppose it turned out that the bull market was over. Important savings could be made by sales here. The speculator can step aside, and re-enter the market at a slight concession, if the highs are bettered.
“The bull market is demonstrated to be still in progress at point 11. Stocks can be bought here, but it cannot be considered a first-class risk. It is simply the last reasonable buying level as the primary trend moves on. Stocks bought here will sometimes show a loss on the next reaction.”
Sparta Fritz Jr; Shumate A.M. “Making the Dow Theory Work.” Barron’s (September 11, 1939). page 9.
Posted in Dow Theory, Richard Russell
Watch List Summary
November 5, 2010 Watch List
| Symbol | Name | Price | % Yr Low | P/E | EPS (ttm) | Div/Shr | Yield | Payout Ratio |
| CAG | ConAgra Foods, Inc. | 22.15 | 4.14% | 14.11 | 1.57 | 0.92 | 4.15% | 59% |
| CL | Colgate-Palmolive Co. | 77.45 | 4.84% | 18.48 | 4.19 | 2.12 | 2.74% | 51% |
| CLX | Clorox Co. | 62.61 | 5.09% | 14.77 | 4.24 | 2.20 | 3.51% | 52% |
| WABC | Westamerica BanCorp. | 51.50 | 5.54% | 16.14 | 3.19 | 1.44 | 2.80% | 45% |
| KMB | Kimberly-Clark Corp. | 63.01 | 5.80% | 14.26 | 4.42 | 2.64 | 4.19% | 60% |
| BOH | Bank of Hawaii Corp. | 45.37 | 6.42% | 11.94 | 3.80 | 1.80 | 3.97% | 47% |
| CBSH | Commerce Bancshares, Inc. | 38.75 | 8.04% | 15.44 | 2.51 | 0.94 | 2.43% | 37% |
| PEP | PepsiCo Inc. | 65.08 | 9.85% | 16.39 | 3.97 | 1.92 | 2.95% | 48% |
| 8 Companies | ||||||||
Top Five Performance Review
| Name | Symbol | 2009 Price | 2010 Price | % change |
| Aqua America | WTR | 15.63 | 21.93 | 40.31% |
| California Water | CWT | 35.16 | 37.72 | 7.28% |
| Monsanto | MON | 67.87 | 62.27 | -8.25% |
| Wal-Mart | WMT | 50.12 | 55.2 | 10.14% |
| Piedmont Nat Gas | PNY | 22.02 | 29.59 | 34.38% |
| Average | 16.77% | |||
| Dow Jones Industrial | DJI | 10,023.42 | 11,444.08 | 14.17% |
| S&P 500 | SPX | 1,069.30 | 1,225.85 | 14.64% |
Disclaimer
“My own opinion regarding the markets is that the test of values trumps all other considerations.”
“Who were those geniuses who piled into AMZN [Amazon.com] when it was selling for under five clams?”
“Bookseller Amazon.com is priced at over 81 [ $81 unadjusted/$19.02 adjusted] now, but it won’t be making a nickel of profit for at least two years.”
“In the business of investing, money is made in the buying (see Amazon study on yesterday’s site). Buy right and you’ll end up with profits. Buy wrong, and you’ll end up with tears.”
“Buy gold at the highs, buy gold on a correction, buy gold when its in a confusing consolidation, and within five years you’ll thank the day when you bought it.”
Sources:
Please revisit New Low Observer for edits and revisions to this post. Email us.