Category Archives: NLO Dividend Watch List

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 February 1, 2013 and have checked their performance one year later. The top five companies on that list can be seen in the table below.

In our review, we informed our readers that we’ve taken position in Dollar Tree (DLTR) instead of Family Dollar (FDO) which coincidently turned out to be a better purchase.  Year-to-date, Dollar Tree yielded a return of +26% and has risen as much as +50% in less than one year.  Family Dollar rose as far as +30% and has settled at a +10% gain one year later.  Our readers may recall that we had taken profits in Dollar Tree at 15% as its our strategy of seeking fair profits.

U.S. Dividend Watch List: January 31, 2014

The market volatility continued this week with the S&P 500 trading as low as 1,772 and as high as 1,798 which is a 1.5% swing.  By the end of the week, the market was down -0.5% and provided us with an additional 10 companies we could consider.

Below are 43 companies on our U.S. Dividend Watch List that are on our radar.

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This was a tough week for the market as the S&P 500 pulled back by -3%.  The Dow pulled back by more than -3.25%.  However, this is great news for us as we enjoy searching for company under these conditions.

Below are 33 companies on our U.S. Dividend Watch List that are on our radar.

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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 January 18, 2013 and have checked their performance one year later. The top five companies on that list can be seen in the table below.

Several names from our top five performed exceptionally well while some in the utilities sector held the list back.  We believed that our commentary on the shoe manufacture, Weyco (WEYS), was accurate.  The following commentary was made:

“The earnings per share has been increasing at a steady pace, rising from $1.00 in 2009 to $1.55 presently.  That rise of earnings, 15% annually, isn’t reflective of the stock price.  The company has a strong balance sheet and should trade at much higher multiples than the current level of 14.  This may be a good starting point to do some research on this small cap company.”

The company earning rose 10% (from $1.54 to $1.70) while multiple expanded 11% (from 14.7 to 16.4).  These two key factors were the main reason why the stock rose 23%.

Similarly, we expected Microsoft (MSFT) to do well if the stock held its technical level and break out on the upside.  The following was our commentary:

“The fundamental picture hasn’t changed since last week (found here).  On the technical front, the stock has been on a declining trend since March 2012.  The current consolidation of MSFT in the last three months might signal a bottom of the stock price and  could decisively break above $27.70.”

U.S. Dividend Watch List: January 17, 2014

Below are 26 companies on our U.S. Dividend Watch List that are on our radar.

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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 January 11, 2013 (found here) and have checked their performance one year later. The top five companies on that list can be seen in the table below.

Our top five performed well considering the lagging utility sector.  However, we did anticipate that this would occur since rates started to rise last year with the following commentary:

"Utility companies have been the lagging industry and this week is no exception.  Two companies remained in the top five, New Jersey Resources (NJR) and Consolidated Edison (ED).  Both companies yield exceed 4% but payout ratio is somewhat elevated at more than 60%.  A surge in interest rates could significantly affect the short-term prospects of companies in the utility sector."

Microsoft (MSFT) performed as anticipated when we gave the following analysis:

"Technically, MSFT has been range bound between $26.50 to $27.50 since November.  The bottoming process has begun in our view and as noted in the Nasdaq watch list commentary, we recommend buying in two stages."

What we said about Microsoft (MSFT) turned out to be fair analysis as the stock outperformed the market by a decent margin.

U.S. Dividend Watch List: January 10, 2014

Below are the 27 companies on our U.S. Dividend Watch List that are on our radar.

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Below are the 18 companies on our U.S. Dividend Watch List that are on our radar. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.

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Below are the 21 companies on our U.S. Dividend Watch List that are on our radar. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.

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Below are the 23 companies on our U.S. Dividend Watch List that are within 11% of their respective 52-week lows. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.

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Below are the 10 companies on our U.S. Dividend Watch List that are within 11% of their respective 52-week lows. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.

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Below are the 10 companies on our U.S. Dividend Watch List that are within 11% of their respective 52-week lows. Stocks that appear on our watch lists are not recommendations to buy. Instead, they are the starting point for doing your research and determining the best company to buy. Ideally, a stock that is purchased from this list is done after a considerable decline in the price and rigorous due diligence.

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