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John And Jane's Taxable Account Dividend Increases And Income Tracker - The Apple Effect

Published Tue, 08 Jan 2019 16:28:08 -0500 on Seeking Alpha

Investment Thesis Apple's (AAPL) weaker-than-expected iPhone sales have taken the market by storm as its market cap continues to plummet after recently reaching a total valuation of $1 Trillion. AAPL's decline in share price has spread like wildfire throughout the tech industry and appears to be negatively impacting the share price of its suppliers and competitors.
^DJI data by YCharts
Here is how a few of AAPL's suppliers have fared over the last few months.
AAPL data by YCharts
I refer to the impact on these companies as the Apple Effect since many of these suppliers derive a significant amount of business by providing components used in the iPhone, iWatch, and other AAPL products. Due to the fact that AAPL products are often considered superior to many of the brands, it would seem fair that we assume that their business model is safer because of the die-hard following and acclaim that it has built over the years.
So, what does the Apple Effect have to do with John and Jane's Taxable portfolio? It is a reminder that even the safest companies can have weak points (if you look hard enough). Additionally, when assessing risk in your portfolio, it is important to consider any relationships between stocks because of the impact of too many companies tied to another can present a serious risk for your portfolio. For John and Jane, the only stock with this type of exposure to AAPL is Texas Instruments (TXN). Because my clients' TXN position is... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
MESABI TRUST 29.39   0.0 0.00 5.56 19.23
NEW RESIDENTIAL INVESTMENT 16.90   5.9 2.86 2.00 11.86
MACQUARIE INFRASTRUCTURE 40.86   26.0 1.57 4.00 9.89
BUCKEYE PARTNERS LP 34.55   0.0 -0.40 3.00 8.57
ARBOR REALTY TRUST 12.83   8.6 1.50 1.08 8.49
TRANSMONTAIGNE PARTNERS 40.99   24.2 1.69 0.00 7.86
WESTLAKE CHEMICAL PARTNERS LP 22.76   15.1 1.51 1.73 7.64
IRON MOUNTAIN 35.23   27.7 1.27 2.44 7.08
TANGER FACTORY OUTLET CENTERS 20.56   46.7 0.44 1.42 7.00
AT&T 31.07   10.8 2.87 2.04 6.69
EPR PROPERTIES 76.02   23.2 3.27 4.50 6.00
ALTRIA GROUP 55.92   15.2 3.68 3.20 5.74
BP 43.95   15.6 2.81 2.44 5.48
WP CAREY & CO 77.91   23.3 3.34 4.13 5.38
LTC PROPERTIES 45.44   11.7 3.89 2.28 5.14
HELMERICH & PAYNE 56.51   0.0 -0.01 2.84 5.11
SIMON PROPERTY GROUP 178.18   22.6 7.87 8.20 4.73
SOUTHERN COMPANY 51.57   23.6 2.19 2.40 4.71
SCHLUMBERGER 44.22   28.7 1.54 2.00 4.62
VERIZON COMM 58.29   15.5 3.77 2.41 4.19
GENERAL MILLS 50.04   19.6 2.55 1.96 4.15
EXXON MOBIL 80.48   16.5 4.88 3.28 4.03
CARDINAL HEALTH 48.64   0.0 -0.08 1.91 3.86
REALTY INCOME 72.47   57.5 1.26 2.71 3.86
WASHINGTON TRUST BANCORP 46.34   11.8 3.93 1.88 3.84
OLD REPUBLIC INTERNATIONAL 20.79   16.9 1.23 0.80 3.83
LEGGETT PLATT 42.36   18.7 2.26 1.52 3.56
ARCHER-DANIELS-MIDLAND 42.62   13.3 3.20 1.40 3.31
JM SMUCKER 111.59   20.1 5.54 3.40 3.18
CUMMINS 155.63   11.8 13.19 4.56 2.89
EMERSON ELECTRIC 66.86   18.6 3.59 1.96 2.87
JOHNSON CONTROLS 36.96   15.0 2.46 1.04 2.86
JOHNSON CONTROLS INTERNATIONAL 36.96   15.0 2.46 1.04 2.86
TEXAS INSTRUMENTS 109.68   19.6 5.60 3.08 2.81
3M 204.66   23.0 8.90 5.76 2.77
CLOROX 158.13   26.1 6.05 3.84 2.46
UNITED TECHNOLOGIES 126.88   19.4 6.55 2.94 2.32
HORMEL FOODS 43.11   24.6 1.75 0.84 1.98
CONOCOPHILLIPS 66.07   12.4 5.34 1.22 1.81
APPLE 191.05   15.7 12.16 2.92 1.55
SPECTRA ENERGY PARTNERS LP 35.40   0.0 0.00 0.00 0.00