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5%+ Dividend Yield Portfolio: Profiting From A Return To Normal (October 2018 Review)

Published Mon, 03 Dec 2018 23:14:30 -0500 on Seeking Alpha

Outlook
Volatility has returned to the markets. By this I don’t mean the big dig from the recent price highs... I am referring to the "normal" week-to-week and month-to-month gyrations that have are closer to the historical trends than the quiet uptrend that has mostly defined the past 10 months. However, this has been a stock picker's market, where the market gives and takes in strong moves in either direction. Momentum stocks (especially large-cap tech) have broken down, as has the crude oil market (and related energy stocks); however, REITs and value stocks have outperformed. Sometimes the results feel predictable, but sometimes the moves seem to make no sense.
Market momentum changes like we have seen over the last couple months seem to bring out the market fortune tellers even more than normal. You will see much nonsense from so-called market experts telling you how to adjust to this "new normal". My favorite of these was the tongue-in-cheek "McRib Effect" that was "discovered’" by Nick Maggiulli. I's worth your time to read his article, but for those who just want the punchline...

Source: Of Dollars and Data
Correlation does not equal causation.- Nick Maggiulli (channeling many before him)
My free advice is to ignore anything "new" that you hear and stick to the basics that have worked for decades. Near as I can tell, the real situation is that there is nothing unusual going on. The... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
NEW RESIDENTIAL INVESTMENT 15.57   4.1 3.79 2.00 12.28
SABRA HEALTHCARE REIT 18.81   8.6 2.19 1.80 9.52
TRANSOCEAN 8.08   0.0 -4.10 0.00 7.36
BLACKSTONE MORTGAGE TRUST 34.67   14.0 2.48 2.48 7.11
OMEGA HEALTHCARE INVESTORS 37.19   26.6 1.40 2.64 7.08
FORD MOTOR 8.64   5.6 1.55 0.60 7.04
IRON MOUNTAIN 34.95   43.7 0.80 2.44 6.82
AT&T 31.24   5.9 5.29 2.00 6.57
BP 39.29   15.2 2.59 2.44 6.24
TANGER FACTORY OUTLET CENTERS 23.91   42.0 0.57 1.40 5.75
ROYAL DUTCH SHELL A 68.62   27.1 2.59 3.76 5.35
IBM 120.89   19.4 6.22 6.28 5.26
ROYAL DUTCH SHELL B 70.13   0.0 0.00 3.76 5.23
GLAXOSMITHKLINE 37.94   41.2 0.92 1.94 5.20
GENERAL MILLS 38.56   10.7 3.60 1.96 5.09
KINDER MORGAN 16.23   0.0 -0.02 0.80 4.99
VENTAS 62.40   30.4 2.05 3.17 4.87
ENI 32.24   8.4 3.83 1.40 4.42
ABBVIE 87.71   18.1 4.84 4.28 4.36
SPDR S&P INTERNATIONAL DIVIDEND ETF 35.77   0.0 0.00 0.00 3.12
BANK OF AMERICA 24.40   11.6 2.11 0.60 2.44
TEVA PHARMACEUTICAL 18.51   0.0 -10.89 0.00 1.84
GOLDMAN SACHS 175.92   12.8 13.70 3.20 1.81