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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 14.48   17.4 0.83 2.00 14.14
KITE REALTY GROUP TRUST 14.73   0.0 -0.27 1.27 8.71
IRON MOUNTAIN 31.65   26.4 1.20 2.44 7.79
PACWEST BANCORP 33.14   8.6 3.86 2.40 7.21
ALTRIA GROUP 46.41   13.8 3.36 3.20 6.92
OCCIDENTAL PETROLEUM 44.70   8.8 5.05 3.16 6.89
BP 36.21   13.7 2.64 2.44 6.64
BRIXMOR PROPERTY GROUP 18.06   15.2 1.19 1.12 6.09
EPR PROPERTIES 76.08   22.5 3.38 4.50 5.96
AT&T 34.82   14.6 2.38 2.04 5.80
MAIN STREET CAPITAL 43.61   17.0 2.57 2.46 5.66
UMPQUA 15.26   9.4 1.62 0.84 5.31
KINDER MORGAN 20.20   20.4 0.99 1.00 4.97
STAG INDUSTRIAL 29.12   47.0 0.62 1.43 4.91
DOMINION RESOURCES 75.94   52.0 1.46 3.67 4.77
WP CAREY & CO 88.66   31.3 2.83 4.14 4.68
LTC PROPERTIES 49.54   18.6 2.67 2.28 4.65
VALERO ENERGY 77.42   12.8 6.06 3.60 4.61
HEALTHCARE TRUST OF AMERICA 28.17   27.4 1.03 1.26 4.43
VENTAS 72.66   52.6 1.38 3.17 4.37
VALLEY NATIONAL BANCORP 10.47   10.8 0.97 0.44 4.26
TORONTO-DOMINION BANK 54.59   11.6 4.71 2.26 4.18
DUKE ENERGY 90.74   20.1 4.52 3.78 4.14
CHEVRON 115.18   14.9 7.72 4.76 4.04
REGIONS FINANCIAL 14.25   8.8 1.61 0.62 4.00
BB&T 45.25   11.2 4.04 1.80 3.89
REALTY INCOME 73.07   55.8 1.31 2.72 3.75
WALGREENS BOOTS ALLIANCE 49.32   9.7 5.10 1.83 3.60
CVS CAREMARK 60.24   16.9 3.57 2.00 3.24
JPMORGAN CHASE 108.72   11.1 9.79 3.60 2.98
PEPSICO 132.66   14.7 9.02 3.82 2.89
T. ROWE PRICE GROUP 105.61   13.3 7.95 3.04 2.79
INTEL 44.96   10.5 4.29 1.26 2.67
CYRUSONE 69.59   0.0 -0.69 2.00 2.65
BOEING 356.01   41.7 8.54 8.22 2.42
GENERAL DYNAMICS 187.55   16.7 11.25 4.08 2.18
PARKER HANNIFIN 164.45   14.4 11.46 3.52 2.15
OWENS & MINOR 4.82   0.0 -4.79 0.01 0.20