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Dividend Dynasty
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Retired Financial Analyst from two former S&P 500 Dividend Champion companies. My investment plan is to follow the strategy presented by Charles D, Ellis in the book "Winning The Loser's Game". The strategy is to buy and hold the companies is a broad market index and live on the... More
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Winning The Loser's Game
  • Potential YOC And Total Return On Select Dividend Growth Stocks 3 comments
    Jun 29, 2013 11:20 AM | about stocks: KO, PEP, KMB, PG, MCD

    This week I made a comment about the potential total return and YOC the stocks in my portfolio. The FASTgraph basic subscription provides this information on a daily basis to help me manage my portfolio. Those who follow my portfolio, listed in my profile, may be interested in this information.

    Note that most of the typical Dividend Growth stocks like KO, PEP, PG, KMB, MCD have lower expected 10 year total returns with good 10 year expected yields. Investors that focus on the maximizing dividend income may like the highest potential YOC companies in this list. This list of stocks may be a good starting point for designing a high yield or high growth portfolio after your own due diligence.

    TICKER

    YOC

    Tot. Return

    afl

    5.0

    14.3

    amp

    8.4

    17.2

    apd

    7.2

    10.8

    arg

    5.8

    10.9

    bax

    6.1

    10.8

    bdx

    4.5

    9.2

    brc

    6.8

    14.7

    cag

    7.4

    11.6

    cah

    6.0

    12.1

    cat

    5.8

    12.6

    cce

    5.4

    12.1

    cmi

    6.5

    16.9

    cni

    4.6

    12.7

    csx

    6.7

    13.9

    cvs

    4.7

    13.7

    cvx

    6.1

    12.8

    dov

    5.6

    13.9

    emr

    6.4

    10.7

    fdo

    4.9

    12.5

    gis

    6.1

    7.6

    has

    8.5

    11.7

    kmb

    6.7

    8.8

    ko

    6.0

    8.4

    ibm

    4.7

    13.7

    itw

    4.4

    8.6

    jnj

    5.2

    7.7

    mcd

    6.7

    9.4

    mdp

    9.0

    11.5

    mmm

    5.8

    10.8

    nsc

    7.4

    14.6

    pep

    5.7

    8.0

    pfg

    8.2

    18.0

    pg

    6.7

    8.8

    qcom

    8.1

    16.6

    swk

    7.0

    13.8

    tap

    4.6

    10.3

    teg

    7.4

    8.5

    tgt

    6.9

    13.8

    trv

    5.9

    14.1

    unp

    5.4

    12.8

    utx

    6.8

    13.8

    wag

    7.1

    15.0

    wmt

    5.5

    11.1

    xom

    3.4

    7.2

       

    Average

    6.2

    12.0

    Themes: DIVIDEND QUICK PICKS LISTS Stocks: KO, PEP, KMB, PG, MCD
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Comments (3)
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  • gfmn2000
    , contributor
    Comments (804) | Send Message
     
    Dividend Dynasty,

     

    Thanks for the potential yoc forecasts for these companies.
    Also thanks for providing your holdings in your profile. It is always nice to see what someone is actually holding. If I counted correctly I share 16 of them with you.
    29 Jun 2013, 09:03 PM Reply Like
  • Dividend Dynasty
    , contributor
    Comments (1113) | Send Message
     
    Author’s reply » Thanks for reading gfmn2000. Sixteen overlap is pretty good. I also like to review other portfolios.
    29 Jun 2013, 09:41 PM Reply Like
  • Dividend Dynasty
    , contributor
    Comments (1113) | Send Message
     
    Author’s reply » Based on the above dividend and total return expectations. I have decided to sell TAP, ITW, and BDX to add to my heavy equipment stocks CAT and CMI and initiate a position in DE. DE has a potential YOC of 5.8% and Total Return of 15.5%.
    1 Jul 2013, 01:06 PM Reply Like
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