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.
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Category Archives: Dividend Watch List
Performance Review: December 5, 2014
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.
Performance Review: December 4, 2015
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.
Posted in Dividend Watch List, NLO analysis
Performance Review: December 3, 2010
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.
Posted in Dividend Watch List, NLO analysis
Performance Review: December 31, 2010
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.
Posted in Dividend Watch List, NLO analysis
U.S Dividend Watch List: November 10, 2017
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
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
Tagged members
Performance Review: November 8, 2013
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.
U.S. Dividend Watch List: November 3, 2017
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
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
Tagged members
Performance Review: October 24, 2014
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.
Posted in Dividend Watch List, NLO analysis
Analyst Estimates: U.S. Dividend Watch List
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.”
U.S Dividend Watch List: October 20, 2017
The bull market march on this week. The S&P 500 is only 25 points away from 2,600. Though it is difficult to find quality companies to purchase at a discount price when the market is at the all-time high, we managed to put together a list of high quality companies which pay dividend trading near their yearly low. Below are list of 30 companies for this week. Continue reading
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
Tagged members
Performance Review: October 16, 2015
Below is the 2-year performance of our U.S. Dividend Watch List from October 16, 2015 to October 16, 2017 as compared to the Dow Jones Industrial Average.
Posted in Dividend Watch List, NLO analysis, Performance Review
U.S Dividend Watch List: September 22, 2017
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 September 23, 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 |
| WFC | Wells Fargo & | 45.74 | 54.25 | 18.6% |
| TROW | T. Rowe Price Group | 65.92 | 86.69 | 31.5% |
| GCI | Gannett Co Inc | 11.75 | 8.05 | -31.5% |
| NPBC | National Penn Bancshares | 10.72 | 10.72 | 0.0% |
| CVS | CVS Caremark Corp | 90.60 | 79.63 | -12.1% |
| Average | 1.3% | |||
| DJI | Dow Jones Industrial | 18,261.45 | 22,349.59 | 22.4% |
| SPX | S&P 500 | 2,164.69 | 2,502.22 | 15.6% |
The top five companies on our underperformed the market due to loss from Gannett Co (GCI) and CVS Caremark (CVS). We didn't elaborated on these companies but did highlighted two that out performend the market. Wells Fargo (WFC) and T.Rowe Price (TROW) were both mentioned by our team. Lucky for us, they have gained 18.6% and 31.5% respectively. At the time, we thought that the issue Wells Fargo faced regarding fraudulent account was a one-time problem. Continue reading
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
Tagged members
U.S Dividend Watch List: September 1, 2017
There are 50 names on the list this week. We hope that you find companies that suit your investment strategy. Continue reading
Posted in Dividend Achiever Watch List, Dividend Achievers, Dividend Watch List
Tagged members
U.S Dividend Watch List: August 18, 2017
It has been an interesting week to say the least. With political unrest occurring while the markets continue to stay at or near the all-time highs. However, the rally was short lived and markets sold off nearly -3% from the high by the end of the week. The market breadth, based on the number of companies on our watch list, is telling a different story. There are 61 names on the list this week which is the most we've had since the start of this year. Continue reading