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The market is at all-time highs again! Small caps, mid caps, large caps, everything is just shooting to the moon. It's times like these that I like to curb my enthusiasm because it was the sage himself that said to be fearful when others are greedy. I have actually been trimming my positions such as Netflix (NFLX) and Kodiak Oil & Gas (KOG) in my growth portfolio for that reason. I rarely get to write about my growth portfolio just because I trade in and out of it too quickly to get anything out that's meaningful in terms of an article. Because the market is at all-time highs again I maintain that it is still difficult to find good stocks these days. That's why I'm highlighting a select set of excellent value companies in my dividend growth portfolio (the slow moving one) which have had ex-dividend dates or paid out a dividend during this past week or early next week that people should place on their radar. During the past week the Dow Jones Industrial Average Index posted a gain of 1.11% on the week, the S&P500 was up at 0.88%, and the Nasdaq was up 0.74% for the week.

General Electric Company (GE)

General Electric Company is a diversified technology and financial services company operating in the segments of aircraft engines, power generation, industrial products, water processing, household appliances, medical imagine, and business and consumer financing. On 18Oct13, GE reported third quarter 2013 earnings of $0.36 per share. This result beat the consensus of the 14 analysts following the company by a penny and was the same as last year's third quarter results. GE's PE ratio is below the miscellaneous capital goods industry average and signals that investors are not willing to pay a premium for this stock, making it a value story. Additionally, during the past year, earnings growth has outpaced its historical five year growth rate. The stock is up 17.48% in the past year excluding dividends (20.77% including dividends) compared to the S&P500's 22.78% gain.

The company went ex-dividend on 19Sep13 with a $0.19 per share dividend which was paid on 25Oct13 for a yield of 2.94%. In terms of news during the past week we got the third quarter conference call where CFO Jeff Bornstein stated that the more the company delves into the simplification effort of restructuring the company the more opportunities they see to reduce cost in an effort to make the company faster and more customer centric. Believe me, in having to deal with the healthcare side of the company almost everything is glacially slow. Citi (C) added GE to the company's U.S. Focus List citing upside in operating margins with room for multiple expansions. Aside from earnings news, the company agreed with Clean Energy Fuels (CLNE) on a deal where GE will finance purchases and leases of natural gas fueled trucks allowing for truck fleet operators to obtain natural gas fueling contracts with Clean Energy and then apply for loans/leases from GE Capital, but the part which is interesting is that Clean Energy will offset monthly cost of a truck to make it comparable to the cost of a diesel truck. In other news, GE announced they will sell its power rental business to APR Energy (APRYF) for $314 million in cash and stock ($64 million cash and ~$250 million in stock). Let's take a quick look at the technicals here to see if it can be bought at these levels or if a pullback is coming. As we can see, the relative strength index is in overbought territory with a current value of 67.81, while the MACD chart below shows the black line above the red line but with the divergence bars decreasing in height, meaning there is going to be downward pressure on the stock. I anticipate the stock to come down for now after that huge spike we saw off of earnings. I'm going to wait a week or two to see if I can get in at a cheaper price.

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Cisco Systems, Inc. (CSCO)

Cisco designs, manufactures, and sells Internet protocol based networking and other products related to the communications and information technology industry and provide services associated with these products and their use. On 14Aug13, Cisco reported fiscal fourth quarter 2013 earnings of $0.52 per share. This result beat the consensus of the 34 analysts following the company by a penny and beat last year's fourth quarter results by 10.64%. The next earnings announcement is expected on 13Nov13. Cisco's PE ratio is below the communications equipment industry average and signals that investors are not willing to pay a premium for this stock, making it a value stock. Additionally, during the past year, earnings growth has outpaced its historical five year growth rate. The stock is up 24.47% in the past year excluding dividends (27.42% including dividends) compared to the S&P500's 22.78% gain.

The company went ex-dividend on 01Oct13 with a $0.17 per share dividend which was paid on 23Oct13 for a yield of 3.03%. It was a pretty quiet week in terms of news pertaining to the company specifically with no press releases being issued. Let's take a quick look at the technicals here to see if it can be bought at these levels or if a pullback is coming. As we can see, the relative strength index is in oversold territory with a current value of 37.21, while the MACD chart below shows the black line about equal to the red line, meaning there may be some consolidation here. I anticipate the stock to run upwards for now very shortly and I will be buying shares at these levels.

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Williams-Sonoma Inc. (WSM)

Williams-Sonoma (WSM) is a specialty retailer of products for the home, operating stores under the name of Williams-Sonoma, Pottery Barn, Pottery Barn Kids, West Elm and Rejuvenation. On 28Aug13, the company reported fiscal second quarter 2014 earnings of $0.49 per share. This result beat the consensus of the 27 analysts following the company by two cents and beat last year's second quarter results by 13.95%. The company's PE ratio is below the furniture & fixtures industry average and signals that investors are not willing to pay a premium for this stock, making it a value stock. Additionally, during the past year, earnings growth has outpaced its historical five year growth rate. The stock is up 13.15% in the past year excluding dividends (15.35% including dividends) compared to the S&P500's 22.78% gain.

The company went ex-dividend on 23Oct13 with a $0.31 per share dividend which will be paid on 25Nov13 for a yield of 2.32%. It was a pretty quiet week in terms of news pertaining to the company specifically with no press releases being issued. Let's take a quick look at the technicals here to see if it can be bought at these levels or if a pullback is coming. As we can see, the relative strength index is in middle ground territory with a current value of 45.92 and upward trajectory, while the MACD chart below shows the black line above the red line also with upward trajectory, meaning the stock is moving to the upside near term. I anticipate the stock to run upwards for now very shortly but I have been buying shares recently and will let them ride. For now I will not be buying anymore.

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Conclusion

I've highlighted these names, because they have all raised their dividend within the past year and are poised to do so again in the coming years. It is important in this market to be able to hold onto companies which raise their dividend rates, because it is a sign that the underlying company is doing well financially. The importance of these stocks I've highlighted is that they are value plays while the broader market is at all-time highs. I believe we are at a point in the market where we have to look for value.

Disclaimer: These are only my personal opinions and you should do your own homework. Only you are responsible for what you trade and happy investing.

Source: GE And 2 Other Value Dividend Growth Stocks To Put On Your Radar