Below is the 5-year total return performance of our Dividend Watch List from January 11, 2013 to January 11, 2018, as compared to the Dow Jones Industrial Average.
Below is the 2-year total return performance of our Dividend Watch List from January 8, 2016 to January 8, 2018, as compared to the Dow Jones Industrial Average.
Below is the 8-year total return performance of our Dividend Watch List from January 8, 2010 to January 8, 2018, as compared to the Dow Jones Industrial Average.
Another year is in the book and it ended on the high note. The S&P 500 rose 20% and Dow Jones Industrial Average gained an astonishing 25% for the year. This bull market is relentless and shows no sign of slowing down going into 2018. The good news for us and most investors are that being long the market is an easy bet. The toughest part, at least for us, is to fine new investment as small amount of companies trade near the yearly low. However, utilizing the list below, we believe, will give us the best chance of succeeding in the long term.
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Previous Year Performance Review
In our ongoing review of the NLO Dividend Watch List, we have taken the top five stocks on our list from December 9, 2016 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 |
| KMB | Kimberly-Clark Corp. | 114.61 | 120.11 | 4.8% |
| MDT | Medtronic | 73.35 | 81.07 | 10.5% |
| CLX | Clorox | 115.29 | 145.23 | 26.0% |
| HRL | Hormel Foods Corp. | 34.39 | 37.24 | 8.3% |
| PPL | PP&L Corporation | 33.51 | 34.50 | 3.0% |
| Average | 10.5% | |||
| DJI | Dow Jones Industrial | 19,756.85 | 24,329.16 | 23.1% |
| SPX | S&P 500 | 2,259.53 | 2,651.50 | 17.3% |
The top five companies gained 10.5% on average. The best performer was Clorox (CLX) which rose 26.0%. Clorox's P/E at the time of our watch list publication was 23, a high multiple for large company. One of theory we have been pondering about is the exceptional return from high P/E stocks that appear on our watch list. More assessment of this thesis is to come.
Although the average gain didn't exceed the market return of 17.3% from S&P500 or the Dow Jones Industrial gain of 23.1%, we consider return of more than 10% to be satisfactory.
The worst performer is a utility holding company,PP&L Corporation (PPL). Interestingly, PP&L is appearing on this week watch list as shares fell from $40 to $34.50. One story our team is discussing has to do with the energy usage pertaining to mining of Bitcoin or other cryptocurrency. Could this be the catalyst that propel utilities companies to higher profitability? It's certainly possible. This article on WIRED highlights important data point in that regard.
U.S Dividend Watch List: December 8, 2017
The relentless bull market marched forward. There's little sign of slowing down but a correction surely is in the future and healthy. The difficulty of seeking viable new investment in this environment is challenging but not impossible. Every now and then, the market give us the opportunity to establish a position. Many of those companies can be found by tracking our watch list for fundamental and track its technical for better timing. Below are companies on our list this week. Continue reading
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Below is the 4-year total return performance of our Dividend Watch List from December 6, 2013 to December 6, 2017 as compared to the Dow Jones Industrial Average.
Below is the 3-year total return performance of our Dividend Watch List from December 5, 2014 to December 5, 2017 as compared to the Dow Jones Industrial Average.
Below is the 2-year total return performance of our Dividend Watch List from December 4, 2015 to December 2, 2017 as compared to the Dow Jones Industrial Average.
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Below is the 7-year performance of our Dividend Watch List from December 3, 2010 to December 1, 2017 as compared to the Dow Jones Industrial Average.
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Below is the 7-year performance of our Dividend Watch List from December 31, 2010 to November 29, 2017 as compared to the Dow Jones Industrial Average.
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The market is making an attempt to best the 2,600 level on S&P 500. Will wait and see if the bull could make this happen and closed the year above that level. This has been a slow and steady incline since 2,400 mark back in August. A correction to 50 days SMA, which is the range of 2,550, is probable and healthy. We do hope that some kind of correction is in the near future. When that occurs, we have 66 companies on the list as a starting point. Continue reading
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Below is the 4-year performance of our Dividend Watch List from November 8, 2013 to November 7, 2017 as compared to the Dow Jones Industrial Average.
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 November 4, 2014 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 |
| CLX | Clorox | 113.35 | 128.11 | 13.0% |
| KMB | Kimberly-Clark Corp. | 112.29 | 110.79 | -1.3% |
| PBI | Pitney Bowes Inc | 14.25 | 11.25 | -21.0% |
| DBD | Diebold | 21.10 | 18.35 | -13.0% |
| RLI | RLI Corp. | 54.79 | 58.95 | 7.6% |
| Average | -3.0% | |||
| DJI | Dow Jones Industrial | 17,888.28 | 23,539.19 | 31.6% |
| SPX | S&P 500 | 2,085.18 | 2,587.84 | 24.1% |
Prior Year Performance Review
The top five companies from last year's list were outperformed by the market. The strength of this bull market has propelled the market to its all-time high. We believed that Clorox (CLX) and Kimberly-Clark (KMB) were quality companies worth considering as income producing asset while Pitney Bowes (PBI) should be placed under speculative category. Reviewing the performance table above and we believed our initial assessment was accurate.
The other two companies we mentioned were CVS Caremark (CVS) and Nike (NKE). Despite some negative news on Nike, the company performed well while CVS fell 16% for the year.
U.S. Dividend Watch List: November 3, 2017
It appears that nothing can slow or stop this bull market from marching forward. Growth and momentum stocks are in the range while value strategy is left in the dust. That's precisely the situation we are in. Despite that, we remain true to this strategy and will continue to seek quality company at a reasonable price. Below are 63 companies trading at or near its yearly high. Continue reading
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Below is the 3-year performance of our Dividend Watch List from October 24, 2014 to October 24, 2017 as compared to the Dow Jones Industrial Average.
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Performance Review
On October 21, 2016, we posted analyst estimates for the expected gains for our watch list stocks dated October 14, 2016. Below is the performance review of the stocks that were part of that assessment.
At the time, we grouped the stocks into three separate categories (“high risk, high return,” “average risk, average return,” and “high expectation, low return”) as seen in the chart below:
As separate categories, the returns were as follows:
We have to be mindful of the fact that the high, average, and low returns are based on long term expectations for similar stocks. When contrasted against the Dow Jones Industrial Average, which gained +27.91% over the same time, the gains of each category are hardly “high” or “average.”