Dividend-News

Daily dividend news for investors in dividend stocks


The Retiree's Dividend Portfolio - John's April Update: Focus On The Blended Yield

Published Wed, 05 Jun 2019 20:39:44 -0400 on Seeking Alpha

We are doing our best to patiently retain cash as the stock market has reached a point where it is a coin-flip as to whether prices will go up or down. As we watch this process take place I have begun compiling a list of my favorite stocks that have fallen to the point where they offer a tremendous amount of value. Currently, there are two stocks that I find very attractive as they recently dropped close to their 52-week low.
Parker-Hannifin (PH) - Currently held in the Taxable account (but considering adding as a holding in John's Retirement Accounts). Valero Energy (VLO) - Increased the position to 150 shares in John's Traditional IRA. Data by YCharts
What interests me about these two companies, in particular, is that both of approached their 52-week low which was achieved in December 2018. The earnings reports for both of these companies have come with a strong track record over the last four quarters.
Source: SeekingAlpha - PH Earnings
Source: SeekingAlpha - VLO Earnings
First, we must acknowledge that the continued success of these companies to beat expected quarterly earnings is largely dependent on the continued economic growth.
Secondly, I believe that both companies' current dividend payout is secure, but investors need to consider that the dividend history of both companies is vastly different.
Data by YCharts
The chart above doesn't reflect the yield with the most recent dividend increase for both stocks. The current yield for both... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
NEW RESIDENTIAL INVESTMENT 15.84   11.2 1.42 2.00 12.84
KITE REALTY GROUP TRUST 16.25   0.0 -0.27 1.27 7.92
IRON MOUNTAIN 32.56   26.9 1.21 2.44 7.55
PACWEST BANCORP 38.13   10.3 3.71 2.40 6.37
AT&T 32.41   12.1 2.68 2.04 6.32
ALTRIA GROUP 49.90   15.2 3.28 3.20 6.29
OCCIDENTAL PETROLEUM 50.30   9.5 5.31 3.12 6.26
BRIXMOR PROPERTY GROUP 18.54   15.2 1.22 1.12 6.06
BP 41.09   14.0 2.94 2.44 6.03
MAIN STREET CAPITAL 41.68   14.4 2.89 2.46 5.82
EPR PROPERTIES 78.86   21.1 3.74 4.50 5.73
UMPQUA 16.26   11.4 1.42 0.84 5.16
LTC PROPERTIES 47.00   12.1 3.89 2.28 4.89
KINDER MORGAN 20.94   30.8 0.68 1.00 4.87
WP CAREY & CO 85.61   27.2 3.15 4.14 4.81
DOMINION RESOURCES 77.17   36.8 2.10 3.67 4.80
VALERO ENERGY 78.16   11.9 6.55 3.60 4.68
VENTAS 69.65   55.3 1.26 3.17 4.62
STAG INDUSTRIAL 31.38   51.4 0.61 1.43 4.57
VALLEY NATIONAL BANCORP 10.39   10.8 0.96 0.44 4.34
HEALTHCARE TRUST OF AMERICA 29.15   28.6 1.02 1.24 4.25
DUKE ENERGY 87.65   21.3 4.11 3.71 4.22
CHEVRON 122.89   17.0 7.23 4.76 3.92
TORONTO-DOMINION BANK 57.95   12.3 4.71 2.19 3.92
REGIONS FINANCIAL 14.57   9.3 1.56 0.56 3.91
REALTY INCOME 73.22   54.6 1.34 2.72 3.70
CVS CAREMARK 54.89   0.0 -0.44 2.00 3.67
WALGREENS BOOTS ALLIANCE 52.90   9.9 5.32 1.76 3.33
BB&T 49.05   12.4 3.94 1.62 3.31
CYRUSONE 61.28   136.2 0.45 1.84 3.06
JPMORGAN CHASE 109.91   11.9 9.26 3.20 2.93
T. ROWE PRICE GROUP 107.84   14.2 7.57 3.04 2.89
PEPSICO 132.85   15.0 8.86 3.82 2.88
INTEL 47.07   10.6 4.42 1.26 2.73
GENERAL DYNAMICS 173.62   15.6 11.10 4.08 2.38
BOEING 368.56   21.1 17.48 8.22 2.32
PARKER HANNIFIN 167.63   15.4 10.91 3.52 2.18
OWENS & MINOR 2.93   0.0 -7.68 0.01 0.35