Industrial Production: March 2019

On October 30, 2017, we said the following of the Industrial Production Index:

“As each peak is exceeded, we’d expect that the prospects for a recession will be pushed out longer in time (though not necessarily a good thing for the economy, it gives time to prepare for the next recession).

“On the whole, we expect that the trend is in fact our friend and therefore believe that the February 2018 date would be a reasonable expected date for a recession, until proven otherwise.”

Any half decent analysis suggests that we change our tune with the actual conditions of the market.  After all, we were wrong about the first two of four expected dates for a recession.  In this case, the February 2018 and May 2019 expected recession dates have come and gone.  This leave the last two of four (“average” and “longest”) expected dates for recession remaining, based on the historical data from 1920 to the present. Continue reading

Bank of Marin 10-Year Targets

Below are the valuation targets for Bank of Marin Bancorp (BMRC) for the next 10 years. Continue reading

Automatic Data Processing 10-Year Targets

Below are the valuation targets for Automatic Data Processing Inc. (ADP) for the next 10 years. Continue reading

Buckeye Partners 10-Year Targets

Below are the valuation targets for Buckeye Partners (BPL) for the next 10 years. Continue reading

Public Service Enterprise 10-Year Targets

Below are the valuation targets for Public Service Enterprise Group (PEG) for the next 10 years. Continue reading

Exelon Corp. 10-Year Targets

Below are the valuation targets for Exelon Corp. (EXC) for the next 10 years. Continue reading

NextEra Energy 10-Year Targets

Below are the valuation targets for NextEra Energy (NEE) for the next 10 years. Continue reading

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