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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
NEW RESIDENTIAL INVESTMENT 16.52   11.6 1.42 2.00 12.06
MESABI TRUST 30.04   0.0 0.00 3.56 11.89
MACQUARIE INFRASTRUCTURE 40.80   27.6 1.48 4.00 9.81
ARBOR REALTY TRUST 12.94   9.7 1.34 1.12 8.70
TANGER FACTORY OUTLET CENTERS 18.06   21.0 0.86 1.42 8.01
WESTLAKE CHEMICAL PARTNERS LP 22.27   13.8 1.61 1.78 7.99
TRANSMONTAIGNE PARTNERS 40.99   24.2 1.69 0.00 7.86
IRON MOUNTAIN 31.31   25.9 1.21 2.44 7.73
BUCKEYE PARTNERS LP 40.97   0.0 -0.62 3.00 7.34
AT&T 32.27   12.0 2.68 2.04 6.32
ALTRIA GROUP 52.40   16.0 3.28 3.20 6.06
EPR PROPERTIES 79.48   21.2 3.74 4.50 5.78
BP 41.76   14.2 2.94 2.44 5.76
HELMERICH & PAYNE 50.47   76.5 0.66 2.84 5.25
SCHLUMBERGER 37.00   25.3 1.46 2.00 5.22
WP CAREY & CO 83.60   26.5 3.15 4.13 5.04
LTC PROPERTIES 46.25   11.9 3.89 2.28 4.98
SIMON PROPERTY GROUP 171.33   22.4 7.65 8.20 4.78
EXXON MOBIL 74.10   17.1 4.34 3.48 4.61
SOUTHERN COMPANY 54.35   16.6 3.27 2.48 4.58
CARDINAL HEALTH 45.95   459.5 0.10 1.92 4.07
VERIZON COMM 59.32   15.3 3.88 2.41 4.07
LEGGETT PLATT 37.19   17.4 2.14 1.60 4.05
REALTY INCOME 70.53   52.6 1.34 2.71 3.89
GENERAL MILLS 52.81   20.7 2.55 1.96 3.72
WASHINGTON TRUST BANCORP 51.48   12.9 4.00 1.88 3.61
OLD REPUBLIC INTERNATIONAL 22.56   8.7 2.59 0.80 3.52
ARCHER-DANIELS-MIDLAND 39.16   13.5 2.91 1.40 3.51
3M 166.09   17.6 9.43 5.76 3.39
EMERSON ELECTRIC 62.53   17.0 3.67 1.96 3.03
TEXAS INSTRUMENTS 105.06   19.1 5.51 3.08 2.88
CUMMINS 159.92   10.4 15.43 4.56 2.79
JM SMUCKER 126.69   22.9 5.54 3.40 2.67
JOHNSON CONTROLS 38.51   15.0 2.56 1.04 2.65
JOHNSON CONTROLS INTERNATIONAL 38.51   15.0 2.56 1.04 2.65
CLOROX 149.63   24.4 6.12 4.24 2.55
UNITED TECHNOLOGIES 131.40   20.2 6.49 2.94 2.17
HORMEL FOODS 40.27   22.0 1.83 0.84 2.13
CONOCOPHILLIPS 59.88   9.7 6.19 1.22 1.93
APPLE 178.97   15.0 11.89 3.08 1.69
SPECTRA ENERGY PARTNERS LP 35.40   0.0 0.00 0.00 0.00