Month: October 2018

***  The S&P 500 corrected approximately 8% over the last 7 trading sessions from its high of 2940.91 on September 21, 2018.   While not into true correction territory of 10% or less, the low of the day on October 11 was very close.   These types of corrections often present long-term dividend investors with attractive entry points on a multitude of stocks.  Here are a few of those companies.

 

Southern Co (SO)

• Closed at $43.58 with a dividend yield of 5.5% that is 16% greater than the 5 year median of 4.8%.
• Southern Co has underperformed the S&P 500 ETF (SPY) by 11% over the last 12 months and is 8% below the 5 year high-low close buy point of $47.13.
• Closing price is 7% below the 5 year moving average and has corrected 19% from the highest monthly close in the last 5 years of $53.63 (July 2016).  Both of these readings are significant.
• The dividend has grown at a compounding rate of 3% over the last 5 years and is greater than the compounding price growth rate of 1%.
• On Sale Indicator (OSI) is 4.6 (9.5 or > is significant) which greater than the median over the last 5 years.
• Southern Co is at an attractive entry point for those looking to reinvest dividends.

 

Anheuser Busch In Bev (ADR)  (BUD)

• BUD continues to move lower, closing at $84.34 with a dividend yield of 5.1% that is 63% greater than the 5 year median of 3.2%.
• BUD has underperformed the S&P 500 ETF (SPY) by 26% over the last 12 months and is 23% below the 5 year high-low close buy point of $109.62.
• The close is the lowest monthly close in the last 5 years.
• Closing price is 25% below the 5 year moving average and has corrected 36% from the highest monthly close in the last 5 years of $131.68 (July 2016).  Both of these readings are very significant.
• The dividend has grown at a compounding rate of 2% over the last 5 years and is greater than the compounding price rate of -4%.
• The On Sale Indicator (OSI) is 13.1 which is 131% greater than the median over the last 5 years.  This is a very significant reading.
• BUD is at a very attractive entry point for those looking for above average long term price appreciation potential.  **Investors should check with their brokerage company to determine if BUD is eligible for automatic reinvesting before investing for the purpose of dividend reinvesting.
  

 

Colgate Palmolive  (CL)

• Closed at $62.54 with a dividend yield of 2.7% that is 16% greater than the 5 year median of 2.3%.
• Colgate has underperformed the S&P 500 ETF (SPY) by 12% over the last 12 months and is 9% below the 5 year high-low close buy point of $68.80.
• The close is the lowest monthly close in the last 4 years.
• Closing price is 9% below the 5 year moving average and has corrected 18% from the highest monthly close in the last 5 years of $76.36 (May 2017).  Both of these readings are significant.
• The dividend has grown at a compounding rate of 4% over the last 5 years and is greater than the compounding price rate of -1%.
• The On Sale Indicator (OSI) is 8.7 which is 103% greater than the median over the last 5 years.  This is a very significant reading.
• Colgate Palmolive is at a very attractive entry point for those looking for above average long term price appreciation potential.  Colgate Palmolive is also at a reasonable entry point for those looking to reinvest dividends for 20 years or more.
  

 

Dominion Energy  (D)

• Closed at $71.37 with a dividend yield of 4.7% that is 19% greater than the 5 year median of 3.9%.
• Dominion has underperformed the S&P 500 ETF (SPY) by 10% over the last 12 months and is 3% below the 5 year high-low close buy point of $73.94.
• Closing price is 2% below the 5 year moving average and has corrected 15% from the highest monthly close in the last 5 years of $84.13 (November 2017).
• The dividend has grown at a compounding rate of 8% over the last 5 years and is greater than the compounding price rate of 2%.
• The On Sale Indicator (OSI) is 1.7.
• Dominion Energy is at an attractive entry point for those looking to reinvest dividends.

 

General Mills (GIS)

• Closed at $43.10 with a dividend yield of 4.5% that is 46% greater than the 5 year median of 3.1%.
• General Mills has underperformed the S&P 500 ETF (SPY) by 22% over the last 12 months and is 25% below the 5 year high-low close buy point of $57.09.
• Closing price is 22% below the 5 year moving average and has corrected 40% from the highest monthly close in the last 5 years of $71.89 (July 2016).  Both of these readings are significant.
• The dividend has grown at a compounding rate of 5% over the last 5 years and is greater than the compounding price rate of -3%.
• The On Sale Indicator (OSI) is 8.2 which greater than the median over the last 5 years.
• General Mills is at an attractive entry point for those looking to reinvest dividends.

 

Kraft Heinz (KHC)

• Closed at $54.24 with a dividend yield of 4.56% that is 45% greater than the 5 year median of 3.2%.
• Kraft Heinz has underperformed the S&P 500 ETF (SPY) by 28% over the last 12 months and is 25% below the 5 year high-low close buy point of $72.27.
• The close is the lowest monthly close in the last 4 years.
• Closing price is 25% below the 5 year moving average and has corrected 41% from the highest monthly close in the last 5 years of $92.20 (May 2017).  Both of these readings are significant.
• The dividend has grown at a compounding rate of 4% over the last 5 years and is greater than the compounding price rate of 0%.
• The On Sale Indicator (OSI) is 12.6 which is 64% greater than the median over the last 5 years.  This is a significant reading.
• Kraft Heinz is at a very attractive entry point for those looking to reinvest dividends and for those looking for long term price appreciation potential as well.

 

Pentair PLC  (PNR)

• Closed at $39.00 with a dividend yield of 2.4% that is 13% greater than the 5 year median of 2.1%.
• Pentair has underperformed the S&P 500 ETF (SPY) by 14% over the last 12 months and is 9% below the 5 year high-low close buy point of $42.96
• The close is the lowest monthly close in the last year.
• Closing price is 9% below the 5 year moving average and has corrected 28% from the highest monthly close in the last 5 years of $54.27 (February 2014).
• The dividend has grown at a compounding rate of 7% over the last 5 years and is greater than the compounding price rate of -3%.
• The On Sale Indicator (OSI) is 4.7 which is 3% greater than the median over the last 5 years.  This is a significant reading.
• Pentair is at an attractive entry point for those looking for above average long term price appreciation potential.  **Investors should check with their brokerage company to determine if Pentair is eligible for automatic reinvesting before investing for the purpose of dividend reinvesting.

 

PPG Industries  (PPG)

• Closed at $95.09 with a dividend yield of 2.0% that is 18% greater than the 5 year median of 1.7%.
• PPG has underperformed the S&P 500 ETF (SPY) by 15% over the last 12 months and is 8% below the 5 year high-low close buy point of $103.21.
• The close is the lowest monthly close in the last year.
• Closing price is 9% below the 5 year moving average and has corrected 20% from the highest monthly close in the last 5 years of $118.73 (January 2018).
• The dividend has grown at a compounding rate of 9% over the last 5 years and is greater than the compounding price rate of 1%.
• The On Sale Indicator (OSI) is 3.9.
• PPG is at an attractive entry point for those looking for above average long term price appreciation potential.  PPG is also at a reasonable entry point for those looking to reinvest dividends for 20 years or more.

 

Exxon Mobil (XOM)

• Closed at $81.38 with a dividend yield of 4.0% that is 44% greater than the 5 year median of 2.8%.
• Exxon has underperformed the S&P 500 ETF (SPY) by 2% over the last 12 months and is 8% below the 5 year high-low close buy point of $88.38.
• Closing price is 5% below the 5 year moving average and has corrected 21% from the highest monthly close in the last 5 years of $102.41 (April 2014).
• The dividend has grown at a compounding rate of 5% over the last 5 years and is greater than the compounding price rate of -2%.
• The On Sale Indicator (OSI) is 2.6.
• Exxon Mobil is at an attractive entry point for those looking to reinvest dividends.
  

 

*** For those who are more risk tolerant and looking primarily for price appreciation potential, Schlumberger (SLB), the world’s largest oilfield services company, closed at the lowest monthly close in 8 years. 

• Closed at $59.33 with a dividend yield of 3.4% that is 101% greater than the 5 year median of 1.7%.
• Schlumberger has underperformed the S&P 500 ETF (SPY) by 14% over the last 12 months and is 34% below the 5 year high-low close buy point of $89.44, which is very significant.
• The close is the lowest monthly close in the last 8 years.
• Closing price is 26% below the 5 year moving average and has corrected 50% from the highest monthly close in the last 5 years of $117.95 (June 2014).  Both of these readings are significant.
• The dividend has grown at a compounding rate of 13% over the last 5 years and is greater than the compounding price rate of -9%.
• The On Sale Indicator (OSI) is 17.5 which is 117% greater than the median over the last 5 years.  This is a very significant reading.
• Schlumberger is at a very attractive entry point for those looking for above average long term price appreciation potential.
  

 

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