Dividend Payers - Growth

. I’m doing this week’s review early, so it’s being done a little differently. I don’t have access to Copernicus Systems until Sunday, so I’m forgoing that and spent a little time looking at the price performance of my Dividend Payers.

In general when I buy a stock as a Dividend Payers I also look at its price as compared with the S&P 500 and like to see it beat the S&P 500 on either the one year chart or five year chart, ideally both. This way in addition to dividend I hope to get price growth.  

I like to see great dividend growth and value the current dividend to a lesser extent. I make sure the company has been consistently profitable. I limit the purchases just to stocks, no REIT’s or MLP’s. My goal is to buy stocks I can hold forever. I do sell them if they reduce their dividend, are no longer profitable, or if I find something I like better. That said I do bend the rules from time-to-time. I hold one ETF; VPU the Vanguard Utility ETF.

The chart at the right list the 22 stock …in no particular order, along with price gain for the last 12 months. This is strictly price gain, no dividends included. Interestingly the average of 18% is just slightly less than S&P 500 which is18.7. My actual average is different as I don’t have an equal amount in each stock.

I tentatively have plans to sell DPS, perhaps PX to allows some new purchases. I will also do a re-balancing in the future, perhaps sell a portion of the larger gainers and move more into some that have not yet had their day in the sun, but I have not yet sorted that out.

IBD reported this week: “Stocks rose moderately Friday after a disappointing new-home sales report raised questions about whether the Federal Reserve will scale back its stimulus program. The Nasdaq rose 0.5%, the S&P 500 added 0.4% and the Dow Jones industrial average moved up 0.3%” .....and “the S&P 500 barely edged above its 50-day moving average Friday, suggesting that battle isn't over yet.”

 

What did I see in my weekend review?

The 10-yr Treasury yield now up to 2.82%

IBD (Investor Business Daily) continues: Market in Correction

Copernicus Systems: unavailable as of this posting

Moneys Flows:  unavailable as of this posting

Currently my "Stocks for a Trade" now consists of:

None

ETF’s for a trade are:

QQQ +3.74% 

IWM +4.08%

What will I do?

Very little for now

I hope you have a great week.

Prophetic?

In last week’s blog I wrote a little about Apple, but I was surprised as everyone to hear the "Tweet Heard Round The World". This was an action used by Carl Icahn to announce he had taken a large position in Apple and that he seemingly had Tim Cook’s ear. This increased Apple market value by $17 Billion... pretty remarkable.  

It was great to see the stock jump to $500 last week, but I won’t be selling AAPL anytime soon. I have a loss in it and consider it a long term holding until it fully recovers. I sure don’t see Icahn pounding Apple into submission, but no doubt it should increase the general market confidence in the stock and I assume it will continue to rise.

What did I see in my weekend review?

The 10-yr Treasury yield now up to 2.83%

IBD (Investor Business Daily) is now: Market in Correction

Copernicus Systems continues: Short, but still mixed IMHO.

Moneys Flows:  is now trending down in all three portfolios, but they continue to ne positive

Currently my "Stocks for a Trade" now consists of:

YHOO   -1.75% will sell…. rats, I hate doing this

PCLN +4.73% will sell

ETF’s for a trade are:

QQQ +2.14% 

XLF +.97 will sell

IBB +7.14% will sell

IWM +2.58%

What will I do?

This week I will be doing some selling as noted above. With Copernicus Systems saying: Short and IBD in reporting: Market in Correction, I would be remiss if I did not take some selling actions. That said I would sure not be at all surprised if the market rallied from here.

I hope you have a great week.