Top 100 Dividend Stocks - September 2014 Edition - Windstream Remains On Top

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 |  Includes: CVX, ES, NE, WIN
by: Intelligent Speculator

It's that time of the month again. Things are always slower in the summer in terms of news, dividend increases, etc. There are still some great opportunities out there and I'm always on the lookout for ways to improve my Ultimate Sustainable Dividend portfolio. Why? Because it's a key part of increasing my monthly passive income (see last update here). There is no "perfect" stock of course. The market is fairly efficient so it's all about finding high quality stocks that are a good match for my portfolio and provide a good potential/downside risk ratio. Obviously, yield is just one criteria, but it's an important one and for that reason, looking at the top large cap stocks in terms of dividend payout is a great way for me to get started.

WIN Takes A (small) Step Back

WIN continues to look very solid although it did take a slight step back in the past few weeks. Take a look at this chart:

WIN Chart

WIN data by YCharts

Here is the list!

Ticker Name Price Dividend Yield Payout Ratio Ex-DVD
WIN Windstream Holdings Inc. 11.05 9.05 250.77 9/26/2014
DO Diamond Offshore Drilling Inc. 42.96 8.15 88.69 10/30/2014
RIG Transocean Ltd. 37.98 7.9 63.79 11/12/2014
ESV Ensco PLC 48.93 6.13 36.9 9/4/2014
FTR Frontier Communications Corp. 6.79 5.89 362.42 9/10/2014
NE Noble Corp plc 27.47 5.46 25.2 11/6/2014
CTL CenturyLink Inc. 40.86 5.29 #VALUE! 12/4/2014
T AT&T Inc. 34.84 5.28 53.13 10/8/2014
HCP HCP Inc. 43.09 5.06 106.92 11/6/2014
TE TECO Energy Inc. 17.84 4.93 96.66 11/10/2014
MO Altria Group Inc. 43.19 4.82 81.43 9/11/2014
SO Southern Co./The 43.8 4.79 107.36 11/6/2014
HCN Health Care REIT Inc. 67.26 4.73 3110.77 11/6/2014
DRI Darden Restaurants Inc. 47.75 4.61 157.37 10/10/2014
RAI Reynolds American Inc. 59.08 4.54 79.1 9/8/2014
VTR Ventas Inc. 65.41 4.43 164.06 9/10/2014
ED Consolidated Edison Inc. 57.16 4.41 67.89 11/10/2014
PM Philip Morris International Inc. 85.49 4.4 68.07 9/23/2014
MAT Mattel Inc. 34.58 4.4 55.2 11/24/2014
PBCT People's United Financial Inc. 15.04 4.39 87.67 10/29/2014
ETR Entergy Corp. 76.38 4.35 83.11 11/10/2014
PPL PPL Corp. 34.27 4.35 79.79 9/8/2014
PCL Plum Creek Timber Co. Inc. 40.58 4.34 135.51 11/12/2014
DUK Duke Energy Corp. 73.45 4.33 82.38 11/12/2014
KMI Kinder Morgan Inc./DE 39.86 4.31 138.48 10/31/2014
FE FirstEnergy Corp. 33.69 4.27 245.23 11/7/2014
VZ Verizon Communications Inc. 49.77 4.26 51.73 10/8/2014
LO Lorillard Inc. 59.52 4.13 69.92 11/26/2014
SCG SCANA Corp. 51.32 4.09 60.3 9/8/2014
AEE Ameren Corp. 39.34 4.07 75.81 9/8/2014
TEG Integrys Energy Group Inc. 66.97 4.06 61.88 11/28/2014
PEG Public Service Enterprise Group Inc. 36.58 4.05 58.57 9/3/2014
PNW Pinnacle West Capital Corp. 56.15 4.04 60.31 10/30/2014
POM Pepco Holdings Inc. 27.53 3.92 245.45 9/8/2014
PCG PG&E Corp. 47.29 3.85 100.61 10/3/2014
CNP CenterPoint Energy Inc. 24.74 3.84 114.15 11/14/2014
KIM Kimco Realty Corp. 23.53 3.82 174.48 10/1/2014
SPLS Staples Inc. 12.63 3.8 44.26 9/24/2014
MAC Macerich Co./The 65.52 3.79 252.35 11/12/2014
XEL Xcel Energy Inc. 31.69 3.79 58.43 9/16/2014
AEP American Electric Power Co. Inc. 52.88 3.78 64.46 11/10/2014
EXC Exelon Corp. 32.83 3.78 73.55 11/17/2014
WMB Williams Cos Inc./The 59.29 3.78 222.62 9/10/2014
GAS AGL Resources Inc. 53.1 3.69 70.93 11/19/2014
COH Coach Inc. 36.75 3.67 47.88 9/5/2014
CINF Cincinnati Financial Corp. 48.28 3.65 52.22 9/15/2014
COP ConocoPhillips 80.22 3.64 41.66 10/16/2014
PAYX Paychex Inc. 41.9 3.63 81.37 10/31/2014
KRFT Kraft Foods Group Inc. 58.55 3.59 45.05 9/26/2014
CMS CMS Energy Corp. 30.24 3.57 59.69 11/5/2014
DTE DTE Energy Co. 77.42 3.56 68.53 9/11/2014
GRMN Garmin Ltd. 53.92 3.56 57.44 9/11/2014
PFE Pfizer Inc. 29.26 3.55 57.68 11/5/2014
FCX Freeport-McMoRan Inc. 35.49 3.52 84.82 10/16/2014
LEG Leggett & Platt Inc. 35.39 3.51 87.71 9/11/2014
HST Host Hotels & Resorts Inc. 22.83 3.5 169.52 9/26/2014
WEC Wisconsin Energy Corp. 44.7 3.49 56.96 11/12/2014
CA CA Inc. 28.65 3.49 50.39 11/18/2014
MCD McDonald's Corp. 92.8 3.49 55.76 11/28/2014
TGT Target Corp. 60.19 3.46 53.32 11/14/2014
NU Northeast Utilities 45.44 3.46 59.45 9/11/2014
D Dominion Resources Inc./VA 69.47 3.45 72.88 12/3/2014
GM General Motors Co. 34.8 3.45 0 9/8/2014
WY Weyerhaeuser Co. 33.99 3.41 84.95 11/5/2014
GE General Electric Co. 25.85 3.4 53.11 9/18/2014
CVX Chevron Corp. 127.54 3.36 34.89 11/19/2014
CLX Clorox Co./The 88.66 3.34 66.16 10/20/2014
NAVI Navient Corp. 17.98 3.34 #VALUE! 9/10/2014
OKE ONEOK Inc. 70.23 3.28 117.5 11/5/2014
HAS Hasbro Inc. 52.665 3.27 72.88 10/30/2014
CVC Cablevision Systems Corp. 18.52 3.24 122.86 11/13/2014
PLD Prologis Inc. 40.91 3.23 288.82 9/11/2014
SE Spectra Energy Corp. 41.72 3.21 80.56 11/12/2014
PSA Public Storage 175.3 3.19 105.02 9/11/2014
WM Waste Management Inc. 47.26 3.17 696.94 9/3/2014
CAG ConAgra Foods Inc. 32.11 3.11 140.9 10/29/2014
KMB Kimberly-Clark Corp. 108 3.11 58.08 9/3/2014
PG Procter & Gamble Co./The 82.98 3.1 61 10/15/2014
LLY Eli Lilly & Co. 63.68 3.08 44.89 11/14/2014
GIS General Mills Inc. 53.36 3.07 53.41 10/10/2014
SPG Simon Property Group Inc. 170.12 3.06 111.96 11/10/2014
LMT Lockheed Martin Corp. 173.8 3.06 52 11/27/2014
ABBV AbbVie Inc. 55.07 3.05 76.99 10/15/2014
CSCO Cisco Systems Inc. 24.88 3.05 47.99 9/30/2014
SYY Sysco Corp. 38.2 3.04 72.31 10/1/2014
K Kellogg Co. 64.79 3.03 36.16 11/28/2014
EQR Equity Residential 66.3 3.02 #VALUE! 9/18/2014
GME GameStop Corp. 43.75 3.02 37.21 11/28/2014
AVB AvalonBay Communities Inc. 154.15 3.01 932.94 9/30/2014
AIV Apartment Investment & Management Co. 34.52 3.01 31414.27 11/12/2014
IRM Iron Mountain Inc. 36.09 2.99 213.91 9/24/2014
NEE NextEra Energy Inc. 97.23 2.98 65.11 11/26/2014
MRK Merck & Co Inc. 59.79 2.94 116.53 9/11/2014
KO Coca-Cola Co./The 41.64 2.93 57.85 9/11/2014
MCHP Microchip Technology Inc. 48.775 2.92 71.14 11/18/2014
ADI Analog Devices Inc. 50.62 2.92 60.32 9/3/2014
AVY Avery Dennison Corp. 48.15 2.91 45.85 12/1/2014
IP International Paper Co. 48.46 2.89 41.05 11/14/2014
DE Deere & Co. 83.77 2.87 21.13 9/26/2014
DD EI du Pont de Nemours & Co. 65.83 2.86 58.82 11/14/2014
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It's Not All About Yield

Of course, as I always mention, dividend yield is one criteria but there's a lot more involved here and finding a stock with strong overall fundamentals is key. I generally try to get stocks that respect the 7-7-7 rule. That is 7% of 5-year growth in dividends, earnings and sales. If I remove those with a payout ratio over 80% and a dividend yield over 3%, I get very few results but these are clearly high potential stocks:

Ticker Name Price Dividend Yield Payout Ratio Ex-DVD EPS 5Y Growth DVD 5Y Growth Sales 5Y Growth
NE Noble Corp plc 27.47 5.46 25.2 11/6/2014 24.63 45.05 9.14
NU Northeast Utilities 45.44 3.46 59.45 9/11/2014 32.54 10.44 8.7
CVX Chevron Corp. 127.54 3.36 34.89 11/19/2014 46.25 9.5 9.6
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