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The Retiree's Dividend Portfolio - John's May Update: When It Becomes Hard To Find A Good Deal

Published Sun, 23 Jun 2019 17:33:29 -0400 on Seeking Alpha

In last month's article regarding John's retirement accounts, The Retiree's Dividend Portfolio - John's April Update: Focus On The Blended Yield, I mentioned that I was extremely interested in Valero Energy (VLO) and Parker Hannifin (PH) as two potential candidates worth increasing John's exposure to. The VLO position was increased to a total of 150 shares but we ultimately chose to not add any shares of PH.
With a new month upon us and a stock market that has rallied (at least in some regards) I wanted to review my watchlist to see what other candidates might be worth adding to John's portfolio. VLO and PH are still attractive but they have bumped off of 52-week-lows.
Data by YCharts
With decently-sized holdings already concentrated in these two stocks, I wanted to see if there was anything else out there that might be worth considering for John's retirement portfolio. My primary goal is to identify beaten-down stocks that have defensive characteristics in a poor economic environment.
Conagra (CAG) Alliance Data Systems (ADS) Eaton Vance (EV) Over the last three years, only EV's stock price has moved higher than where it initially began.
Data by YCharts
All three stocks are also currently trading well under their TTM historical P/E ratios.
Data by YCharts
Upon further research, ADS is the least safe option of the group even though it appears to have significantly more upside if management can convey that its earnings will remain strong... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
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
LAS VEGAS SANDS 54.41   21.8 2.50 3.08 5.59
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
3M 155.85   18.8 8.28 5.76 3.57
EATON VANCE 39.31   11.8 3.34 1.40 3.48
CVS CAREMARK 60.24   16.9 3.57 2.00 3.24
CONAGRA FOODS 27.93   18.4 1.52 0.85 2.99
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
SYNCHRONY FINANCIAL 32.88   6.8 4.80 0.88 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
CAPITAL ONE FINANCIAL 83.11   7.2 11.57 1.60 1.86
ALLIANCE DATA SYSTEMS 130.58   8.1 16.08 2.52 1.83
OWENS & MINOR 4.82   0.0 -4.79 0.01 0.20

KITE REALTY GROUP TRUST - KRG
KITE REALTY GROUP TRUST - KRG  


Older articles featuring Kite Realty Group Trust (KRG):
The Retiree's Dividend Portfolio - John's June Update: Why We Dropped Boeing
The Stunning Story Of Retail eREITs And Why Total Return Matters Even For Dividend Growth Investors - Part II
This 7.4%-Yielding Portfolio Will Survive A 2008 Repeat
Dividend Challenger Highlights: Week Of June 23
Dividend Challenger Highlights: Week Of June 16
The Retiree's Dividend Portfolio - John's April Update: Focus On The Blended Yield
The Retiree's Dividend Portfolio - John's March Update - Let Your Dividends Do The Work
The Retiree's Dividend Portfolio - John's February Update - Game Of Thrones Edition
Do You Feel Lucky? 8 Lucky REITs That Yield 8% Plus
John's November Retirement Accounts - The Dividend Growth Investor Vs. Bear Market

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