Category Archives: CNBC

U.S. Dividend Watch List: March 28, 2014

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 29, 2013 and have checked the performance one year later. The top five companies on that list can be seen in the table below.

Symbol Name 2013 Price 2014 Price % change
CATO Cato Corp. 24.14 26.72 10.7%
EXPD Expeditors International 35.73 39.21 9.7%
SBSI Southside Bancshares 21.01 30.59 45.6%
FDS FactSet Research Systems 92.60 106.18 14.7%
MYE Myers Industries 13.96 19.73 41.3%
      Average 24.4%
         
DJI Dow Jones Industrial 14,572.90 16,323.06 12.0%
SPX S&P 500 1,562.17 1,857.62 18.9%

Our top five did amazingly well and outperformed the market by a good margin.  We made remarks in regards to Cato (CATO) and Expeditors (EXPD) both of which slightly underperformed the market at year end.  However, within the year, Cato gained as much as +40% while Expeditors gained as much as +30%, as seen in the chart below.

3-28-2014

An interesting observation should be noted about the price performance and earning per share growth.  It appeared that in some cases, earning per share growth or contraction has little correlation to the change in the stock price.  The table below highlights the matter.

Symbol Name 2013 EPS 2014 EPS % change
CATO Cato Corp. 2.18 1.86 -14.7%
EXPD Expeditors International 1.57 1.68 7.0%
SBSI Southside Bancshares 2.00 2.30 15.0%
FDS FactSet Research Systems 4.22 4.75 12.6%
MYE Myers Industries 0.88 0.76 -13.6%

U.S Dividend Watch List: March 28, 2014

Below are the 32 companies that are in our watch list this week.

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