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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 28.83   0.0 0.00 5.56 13.30
NEW RESIDENTIAL INVESTMENT 15.89   4.2 3.79 2.00 12.67
ARBOR REALTY TRUST 10.24   7.4 1.38 1.08 10.52
MACQUARIE INFRASTRUCTURE 40.90   7.2 5.71 4.00 9.87
BUCKEYE PARTNERS LP 31.53   0.0 -2.68 3.00 9.45
TRANSMONTAIGNE PARTNERS 41.13   24.3 1.69 3.22 7.83
WESTLAKE CHEMICAL PARTNERS LP 23.05   14.4 1.60 1.68 7.25
IRON MOUNTAIN 34.84   43.6 0.80 2.44 7.02
BP 38.06   14.7 2.59 2.44 6.66
AT&T 30.62   5.8 5.29 2.04 6.61
ALTRIA GROUP 48.26   8.6 5.62 3.20 6.54
TANGER FACTORY OUTLET CENTERS 21.81   38.3 0.57 1.40 6.36
WP CAREY & CO 68.30   25.3 2.70 4.12 5.99
GENERAL MILLS 38.55   10.7 3.60 1.96 5.33
HELMERICH & PAYNE 53.39   12.2 4.37 2.84 5.32
LTC PROPERTIES 43.25   12.0 3.62 2.28 5.29
SOUTHERN COMPANY 46.79   19.4 2.41 2.40 5.15
SCHLUMBERGER 41.72   0.0 -0.48 2.00 4.79
SIMON PROPERTY GROUP 171.23   23.1 7.41 8.00 4.64
EXXON MOBIL 71.63   13.2 5.44 3.28 4.57
VERIZON COMM 58.03   7.4 7.86 2.41 4.15
REALTY INCOME 64.77   54.4 1.19 2.65 4.13
CARDINAL HEALTH 47.28   20.4 2.32 1.91 4.00
LEGGETT PLATT 38.43   18.0 2.14 1.52 3.96
OLD REPUBLIC INTERNATIONAL 20.73   8.0 2.60 0.78 3.77
WASHINGTON TRUST BANCORP 51.62   15.1 3.41 1.88 3.70
JM SMUCKER 103.17   8.8 11.79 3.40 3.33
CUMMINS 138.90   17.6 7.91 4.56 3.27
JOHNSON CONTROLS 31.71   13.6 2.33 1.04 3.23
JOHNSON CONTROLS INTERNATIONAL 31.71   13.6 2.33 1.04 3.23
EMERSON ELECTRIC 61.69   17.8 3.46 1.96 3.16
TEXAS INSTRUMENTS 97.63   20.9 4.67 3.08 3.12
ARCHER-DANIELS-MIDLAND 42.85   10.6 4.03 1.34 3.10
3M 188.94   25.3 7.48 5.44 2.83
UNITED TECHNOLOGIES 111.06   17.9 6.22 2.94 2.67
CLOROX 152.62   23.8 6.42 3.84 2.50
EPR PROPERTIES 69.06   20.6 3.36 1.44 2.13
HORMEL FOODS 43.49   23.3 1.87 0.84 1.97
APPLE 153.07   12.9 11.87 2.92 1.92
CONOCOPHILLIPS 65.61   13.0 5.05 1.22 1.84
SPECTRA ENERGY PARTNERS LP 35.40   0.0 0.00 0.00 0.00

MESABI TRUST - MSB
MESABI TRUST - MSB  


Older articles featuring Mesabi Trust (MSB):
Jane's November Dividend Increases And Income Tracker - Retirement Accounts
John And Jane's October Dividend Increases And Income Tracker - Taxable Account
Jane's October Dividend Increases And Income Tracker - Retirement Accounts
John And Jane's October Dividend Increases And Income Tracker - Taxable Account
Jane's September Dividend Increases And Income Tracker - Retirement Accounts
John And Jane's September Dividend Increases And Income Tracker - Taxable Account
Jane's August Dividend Increases And Income Tracker - Retirement Accounts
John And Jane's August Dividend Increases And Income Tracker - Taxable Account
Beat The Recession With Dividends - Part 2
Jane's July Dividend Increases And Income Tracker - Retirement Accounts

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