V&M Breakouts: Top Growth And Dividend Stocks For November 2021

Nov. 07, 2021 8:56 AM ETAMP, BEN, BLK, HPQ, INFY, KLAC, LLY, PFE, TROW, TSM, UMC4 Comments

Summary

  • Releasing two top November stocks from the MDA Growth and Dividend Breakout monthly portfolio and two top samples from prior portfolios.
  • Long-term dividend portfolios have a 1 year average weighted gain of +20.6%. The best gain is still from the May 2020 portfolio +87.5%.
  • 22 portfolios have been formed since this model began in Jan 2020. More than half (12) of the portfolios have gained over 31.4% and only 2 are negative.
  • The November 2020 1-year portfolio gained +37.3% and published returns do not include additional minimum 2% dividends from each of the high dividend stocks.
  • This idea was discussed in more depth with members of my private investing community, Value & Momentum Breakouts. Learn More »

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Introduction

The Top Dividend Growth stock model expands on my doctoral research analysis on multiple discriminant analysis (MDA) adding new complexities with these top picks. Research shows that the highest frequency of large price breakout moves is found among small cap stocks with low trading volumes offering no dividends and delivering higher than average risk levels.

The challenge with the Top Dividend & Growth model is to deliver a combination toward optimal total return with characteristics that typically reduce the frequency and size of price breakouts, but deliver more reliable growth factors for higher profitability longer term.

Returns to date on the MDA Growth & Dividend selection model not including large % dividends from all stocks:

The 1-year return of the October 2020 portfolio reached the end of the measurement period with +40.9% annual gains (not including dividends). Readers are free to buy/hold for the one-year measurement period of each portfolio, hold longer, or update your Growth & Dividend portfolios with newer selections. The list of top performing MDA Growth & Dividend stocks is in the table near the end of the article.

Each monthly selection portfolio consists of 5 stocks above a minimum $10 billion market cap, $2/share price, 500k average daily volume and a minimum 2% dividend yield. The population of this unique mega cap segment is approximately 330 stocks out of over 7,800 stocks across the US stock exchanges. While these stocks represent less than 5% of available stocks, their market cap exceeds $19 trillion out of the approximately $33 trillion (57.6%) of the US stock exchanges. Efforts are made to optimize total returns on the key MDA price growth factors (fundamental, technical, sentiment) for the best results under these large cap constraints with high priorities for dividend growth and dividend yield.

Top Growth & Dividend Stocks For November 2021

  • Franklin Resources Inc. (BEN)
  • Pfizer, Inc (PFE)

Score Overview of the Growth & Dividend Stocks for October

(StockRover)

Dividend Calendar

(StockRover)

The factors shown above are not necessarily selection variables used in the MDA analysis and dividend algorithms for growth and strong total returns. These additional financial perspectives and reports are included to enhance your investment decisions for total returns.

Franklin Resources

(Source: FinViz)

(Source: StockRover)

(Source: StockRover)

Nov-04-21 07:25AM 3 Dividend Aristocrats You Can Buy Today Motley Fool
Nov-02-21 04:30PM Franklin Templeton Names Adele Taylor as SVP and Lead, Corporate Strategy and Corporate Development Business Wire
Nov-02-21 09:35AM Company News for Nov 2, 2021 Zacks
Nov-01-21 05:32PM Franklin Resources CEO Jenny Johnson offers career advice and a glimpse into the boardroom American City Business Journals
Nov-01-21 04:30PM Franklin Resources, Inc. Q4 2021 Earnings Call Transcript Motley Fool
Nov-01-21 01:42PM Why Franklin Resources Shares Are Soaring Today Motley Fool
Nov-01-21 01:07PM Franklin's Q4 Earnings Beat Estimates, AUM Rises Y/Y Zacks

(Source: FinViz)

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries.

Source: Company resources

Pfizer, Inc.

(Source: FinViz)

(Source: StockRover)

(Source: StockRover)

Nov-06-21 09:25AM Dow Jones Futures: How To Handle The Market Rally Now; Airbus, Apple, Nvidia, Tesla, Moderna, Peloton In Focus Investor's Business Daily
Nov-06-21 06:04AM Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends? Motley Fool
Nov-05-21 09:01PM Stocks Rally on a Wave of Good News. Next Stop: New Years. Barrons.com
Nov-05-21 08:57PM Good Jobs Report Points to Continued Good Times for Stocks Barrons.com
Nov-05-21 07:09PM Kellogg, Pfizer, Airbnb: Stocks That Defined the Week The Wall Street Journal

(Source: FinViz)

Pfizer Inc. discovers, develops, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. It offers medicines and vaccines in various therapeutic areas, including cardiovascular metabolic and pain under the Eliquis, Chantix/Champix, and Premarin family brands; biologics, small molecules, immunotherapies, and biosimilars under the Ibrance, Xtandi, Sutent, Inlyta, Retacrit, Lorbrena, and Braftovi brands; and sterile injectable and anti-infective medicines under the Sulperazon, Medrol, Zithromax, Vfend, and Panzyga brands.

Source: Company resources

2 Additional Top Stocks from Prior Portfolios

The two additional samples below are among the strongest selections across prior portfolios with continued strong conditions and dividends for high total returns. It's common that each set of monthly portfolio selections have a different sector composition and growth story based on events at that time.

For example, the October dividend portfolio is heavily weighted toward financials and energy, while the February selections were primarily consumer defensive/food production stocks. The inflationary trade supports further gains in financial and energy stocks to the year-end.

  • KLA Corp. (KLAC) is up +189.9% from the April 2020 portfolio getting a bit extended in the semiconductor rally with strong gains.
  • HP, Inc. (HPQ) is up +83.3% from the July 2020 portfolio setting up for continued breakout conditions.

(Source: StockRover)

KLA Corporation - daily chart

(FinViz)

HP, Inc. - daily chart

(FinViz)

Prior Long-Term Gainers to Consider

This section is a brief review of strong prior selections that have delivered on the long term growth forecast YTD. These prior portfolios are available in the list of published articles and complete stock selections are available in the members' area. From the start of the year across all the long term Growth & Dividend MDA selections, the following stocks have significantly outperformed on price alone, not including dividends.

The 2020 Year End Report Card for the Growth & Dividend MDA breakout stocks is available here: V&M Top Growth & Dividend MDA Breakouts: 2020 Year End Report Card

Symbol Company Name Price Return from Selection
KLAC KLA Corp 416.73 189.92%
(INFY) Infosys Ltd. ADR 22.79 146.91%
(UMC) United Microelectronics Corp. 10.79 125.26%
(TSM) Taiwan Semiconductor Mfg. Co. Ltd. 117.80 118.80%
(AMP) Ameriprise Financial, Inc. 305.24 117.92%
(BLK) BlackRock, Inc. 955.11 117.09%
(TROW) T. Rowe Price Group Inc. 221.07 91.19%
(LLY) Eli Lilly And Co. 265.00 91.03%

*Returns to date on the MDA Growth & Dividend selection model do not include large dividends from each stock:

Conclusion

These stocks continue a live forward-testing of the breakout selection algorithms from my doctoral research applied to large cap, strong dividend growth stocks. None of the returns listed above include the high dividend yields as part of the performance and would further increase total returns for each stock. These monthly top Growth & Dividend stocks are intended to deliver excellent long-term total return strategies leveraging key factors in the MDA breakout models used in the small cap weekly breakout selections.

These selections are being tracked on the V&M Dashboard Spreadsheet for members and enhancements will continue to optimize dividend, growth, and higher breakout frequency variables throughout the year.

All the very best to you!

JD Henning, PhD, MBA, CFE, CAMS



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Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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