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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 15.92   0.0 -0.27 1.27 8.07
IRON MOUNTAIN 34.14   28.4 1.20 2.44 7.29
ALTRIA GROUP 44.46   13.2 3.36 3.36 7.23
OCCIDENTAL PETROLEUM 45.40   9.0 5.05 3.16 6.81
PACWEST BANCORP 38.27   9.9 3.86 2.40 6.49
BP 37.67   14.3 2.64 2.44 6.45
EPR PROPERTIES 77.15   22.8 3.38 4.50 5.84
MAIN STREET CAPITAL 43.18   16.8 2.57 2.46 5.69
BRIXMOR PROPERTY GROUP 19.68   16.5 1.19 1.12 5.68
AT&T 38.38   16.1 2.38 2.04 5.43
LAS VEGAS SANDS 60.15   24.1 2.50 3.08 5.22
UMPQUA 16.81   10.4 1.62 0.84 5.10
KINDER MORGAN 20.42   20.6 0.99 1.00 4.94
STAG INDUSTRIAL 29.50   47.6 0.62 1.43 4.93
DOMINION RESOURCES 78.54   53.8 1.46 3.67 4.77
WP CAREY & CO 88.72   31.4 2.83 4.14 4.73
LTC PROPERTIES 49.71   18.6 2.67 2.28 4.63
HEALTHCARE TRUST OF AMERICA 28.29   27.5 1.03 1.26 4.45
VALERO ENERGY 83.70   13.8 6.06 3.60 4.41
VENTAS 71.17   51.6 1.38 3.17 4.41
DUKE ENERGY 94.96   21.0 4.52 3.78 4.02
TORONTO-DOMINION BANK 56.54   11.9 4.74 2.22 4.02
VALLEY NATIONAL BANCORP 11.17   11.5 0.97 0.44 4.01
CHEVRON 121.42   15.7 7.72 4.76 3.91
REGIONS FINANCIAL 16.25   10.1 1.61 0.62 3.87
REALTY INCOME 74.49   56.9 1.31 2.72 3.69
BB&T 52.79   13.1 4.04 1.80 3.51
3M 170.58   20.6 8.28 5.76 3.41
WALGREENS BOOTS ALLIANCE 55.56   10.9 5.10 1.83 3.22
CVS CAREMARK 63.90   17.9 3.57 2.00 3.14
EATON VANCE 46.61   13.7 3.41 1.40 3.09
CONAGRA FOODS 29.76   19.6 1.52 0.85 2.89
PEPSICO 137.29   15.2 9.02 3.82 2.81
JPMORGAN CHASE 117.91   12.0 9.79 3.60 2.74
SYNCHRONY FINANCIAL 33.85   7.0 4.80 0.88 2.60
T. ROWE PRICE GROUP 118.12   14.9 7.95 3.04 2.58
CYRUSONE 74.17   0.0 -0.69 2.00 2.53
INTEL 53.01   12.4 4.29 1.26 2.43
BOEING 375.63   44.0 8.54 8.22 2.22
GENERAL DYNAMICS 189.41   16.8 11.25 4.08 2.17
PARKER HANNIFIN 181.60   15.8 11.46 3.52 1.94
ALLIANCE DATA SYSTEMS 134.69   8.4 16.08 2.52 1.90
CAPITAL ONE FINANCIAL 92.91   8.0 11.57 1.60 1.74
OWENS & MINOR 7.10   0.0 -4.79 0.01 0.12

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


Older articles featuring Kite Realty Group Trust (KRG):
Dividend Champions For January 2020
The Retiree's Dividend Portfolio - John's November Update: Complete Portfolio Overview
Dividend Challenger Highlights: Week Of December 22
Dividend Challenger Highlights: Week Of December 15
The Retiree's Dividend Portfolio - John's September Update: Complete Portfolio Overview
The Hottest High-Yield Sector This Fall
The Retiree's Dividend Portfolio - John's August Update: Portfolio Value Reaches A Record High
Dividend Challenger Highlights: Week Of September 22
Dividend Challenger Highlights: Week Of September 15
The Retiree's Dividend Portfolio - John's June Update: Why We Dropped Boeing

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