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.
Posted in Dividend Watch List, NLO analysis
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.”
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
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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.
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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 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
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There are 50 names on the list this week. We hope that you find companies that suit your investment strategy. Continue reading
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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
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 August 5, 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 |
| GCI | Gannett Co Inc | 12.27 | 8.96 | -27.0% |
| NPBC | National Penn Bancshares | 10.72 | 10.72 | 0.0% |
| CCBG | Capital City Bank Group | 13.84 | 21.32 | 54.0% |
| BF-B | Brown-Forman Corp. CL 'B' | 48.75 | 48.52 | -0.5% |
| WFC | Wells Fargo & | 48.68 | 52.84 | 8.5% |
| Average | 7.0% | |||
| DJI | Dow Jones Industrial | 18,543.53 | 22,092.81 | 19.1% |
| SPX | S&P 500 | 2,182.87 | 2,476.83 | 13.5% |
Little was said about the top five companies in prior year. The one actionable item from our commentary was additional purchase of Carbo Ceramic (CRR) which didn't pan out well as oil supply continue to exceed demand. Despite that, the top five companies on our list returned 7% on average. The largest gain came from small regional bank Capital City Bank (CCBG). The biggest decline occurred in Gannett (GCI).
U.S. Dividend Watch List: August 4, 2017
The Dow reached another milestone breaking above 22,000 mark and closed the week at an all-time high. As a student of Dow Theory, it would be interesting to see Dow Jones Transport achieve the same mark. Despite that, we are still a continuation of a bull market. Below are companies on our watch list which we use as a starting point for our investment research. Continue reading
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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 July 22, 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 |
| AXS | Axis Capital Holdings Ltd | 53.56 | 65.00 | 21.4% |
| WFC | Wells Fargo & | 48.32 | 54.17 | 12.1% |
| FNB | F.N.B. Corp. | 12.13 | 13.29 | 9.6% |
| TIF | Tiffany & Co. | 62.00 | 93.71 | 51.1% |
| HFC | HollyFrontier Corporation | 24.12 | 27.32 | 13.3% |
| Average | 21.5% | |||
| DJI | Dow Jones Industrial | 18,570.85 | 21,580.07 | 16.2% |
| SPX | S&P 500 | 2,175.03 | 2,472.54 | 13.7% |
The top five companies from our list one year ago gained on average 21.5%. The biggest contributor to this gain came from Tiffany & Co. (TIF) which rose 51.1%. We took a bullish bet on Tiffany last year with a call option that turned out to be a well timed speculation. You can find more detail about that transaction here.
U.S. Dividend Watch List: July 21, 2017
It's another record week for the market as both the Dow Jones Industrial and S&P 500 reached all-time high. Interestingly, we believe that market breadth may be weakening as more more companies (more than 40) are appearing on our watch list. Similar condition last year produced 7 companies on our watch list. Our team would urge caution as new positions are established and existing positions are accumulated. If one are to start accumulating, we suggest start with companies on our watch list. Continue reading
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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 July 8, 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 |
| HFC | HollyFrontier Corporation | 22.72 | 27.09 | 19.2% |
| NPBC | National Penn Bancshares | 10.72 | 10.72 | 0.0% |
| STT | State Street Corp. | 53.23 | 90.87 | 70.7% |
| STBA | S&T BanCorp. | 24.34 | 36.92 | 51.7% |
| AXS | Axis Capital Holdings Ltd | 53.98 | 64.13 | 18.8% |
| Average | 32.1% | |||
| DJI | Dow Jones Industrial | 18,146.74 | 21,414.34 | 18.0% |
| SPX | S&P 500 | 2,129.90 | 2,425.18 | 13.9% |
The average return of the top five companies were exceptional at 32.1%. We were somewhat bullish about financial sector due to the large number of financial companies on our list. As such, we pointed our readers to Financial Sector ETF (XLF) which rose 32% for the year. Such strategy eliminated individual share risk. However, doing so would preclude you to more lucrative gain from shares of the like of State Street (STT) and S&T BanCorp (STBA)
Other notable companies include Tiffany (TIF), Target (TGT), Brown-Forman (BF-B), and Cardinal Health (CAH). Only Tiffany managed a positive return for the year. We may be blinded by our personal bias but we believe that these names still offer great value proposition for any income investors.
U.S. Dividend Watch List: July 7, 2017
There was some volatility in the market this week. Though the market ended the week relatively flat, the VIX rose 14% for the week. We urge readers to take caution as correction could occur at any moment. Our strategy is to utilize our watch list as a starting place for research. Below, you will 47 companies on our watch list. Continue reading
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