TSX 60 Ex Dividend Date + Best 2013 Dividend Stock Update +24.98%

 

 

 

There is nothing better than the earnings season to confirm or infirm your hypothesis about the best dividend stocks for 2013. Over the past few weeks, numerous companies shared their Q2 financial results. About 70% of them beat the Street’s estimates. I can tell you with confidence that I have several of them in my “Best Dividend Stock Portfolio”…

 

At the beginning of each month, I produce a recap of the dividend yield and ex dividend date of the TSX 60. In addition to this recap, I decided to briefly cover the results of my Best 2013 Dividend Stock Book. This book includes 30 stocks analyses (20 US and 10 CDN) for only $2.99. So far, my results are:

20 US Dividend Stocks: +24.98% (beating the index by 6.81%)

10 CDN Dividend Stocks: +5.02% (beating the index by 0.73%)

 Best 2013 Dividend Stocks bottom add

If you want to read more, just continue to look over the TSX 60 Dividend Yield & Ex-Dividend Date chart…

 

TSX 60 Dividend Yield & Ex-Dividend Date

 

Ticker Name Price Dividend Yield Payout Ratio Ex-Dividend
TA TransAlta Corp 14.15 8.2 N/A 8/28/2013
CPG Crescent Point Energy Corp 38.95 7.09 488.53 8/28/2013
COS Canadian Oil Sands Ltd 19.94 7.02 66.67 8/21/2013
ERF Enerplus Corp 16.69 6.47 N/A 9/6/2013
BCE BCE Inc 42.55 5.48 65.51 9/12/2013
IMG IAMGOLD Corp 5.3 4.97 28.1 12/18/2013
POT Potash Corp of Saskatchewan Inc 29.8 4.94 28.96 10/11/2013
CM Canadian Imperial Bank of Commerce/Canada 77.93 4.93 46.33 9/25/2013
ABX Barrick Gold Corp 17 4.88 N/A 8/30/2013
ARX ARC Resources Ltd 25.9 4.63 256.75 8/28/2013
BMO Bank of Montreal 63.87 4.63 45.74 10/30/2013
PWT Penn West Petroleum Ltd 12.15 4.61 294.25 9/25/2013
ECA Encana Corp 18.02 4.58 N/A 9/11/2013
NA National Bank of Canada 79.01 4.4 32.81 9/17/2013
T TELUS Corp 31.21 4.36 60.35 9/4/2013
SLF Sun Life Financial Inc 33.26 4.33 61.12 8/26/2013
RCI/B Rogers Communications Inc 41.04 4.24 47.35 9/11/2013
BNS Bank of Nova Scotia 58.01 4.14 41.39 10/4/2013
HSE Husky Energy Inc 29.6 4.05 59.73 8/27/2013
SJR/B Shaw Communications Inc 25.53 4 47.55 8/13/2013
POW Power Corp of Canada 29.53 3.93 64.18 9/6/2013
RY Royal Bank of Canada 64.16 3.93 50.32 10/23/2013
TRP TransCanada Corp 46.93 3.92 95.52 9/26/2013
FTS Fortis Inc/Canada 32.29 3.84 86.19 8/14/2013
TRI Thomson Reuters Corp 35 3.83 51.28 8/20/2013
TCK/B Teck Resources Ltd 24.06 3.74 61.37 12/11/2013
TD Toronto-Dominion Bank/The 86.56 3.74 42.47 10/1/2013
CVE Cenovus Energy Inc 30.42 3.18 66.97 9/11/2013
AEM Agnico Eagle Mines Ltd 29.21 3.11 56.18 8/29/2013
K Kinross Gold Corp 5.34 3.08 N/A 9/18/2013
MFC Manulife Financial Corp 18.09 2.87 61.95 8/16/2013
ENB Enbridge Inc 45.57 2.76 146.72 8/13/2013
YRI Yamana Gold Inc 10.73 2.54 40.7 9/25/2013
SU Suncor Energy Inc 32.46 2.46 27.76 8/29/2013
AGU Agrium Inc 87.14 2.39 10.31 9/27/2013
TLM Talisman Energy Inc 11.64 2.39 225.2 8/14/2013
SNC SNC-Lavalin Group Inc 42.7 2.15 43 8/16/2013
G Goldcorp Inc 28.97 2.15 25.04 8/13/2013
SLW Silver Wheaton Corp 23.62 2.08 21.13 9/18/2013
BBD/B Bombardier Inc 4.96 2.05 31.66 9/11/2013
L Loblaw Cos Ltd 49.01 1.96 36.8 9/11/2013
CCO Cameco Corp 20.86 1.92 59.42 9/25/2013
WN George Weston Ltd 87.06 1.91 62.44 9/11/2013
SC Shoppers Drug Mart Corp 61.13 1.86 36.12 9/26/2013
SAP Saputo Inc 47.52 1.77 33.54 9/5/2013
THI Tim Hortons Inc 59.47 1.75 32.35 8/22/2013
ELD Eldorado Gold Corp 8.11 1.73 33.85 8/7/2013
MG Magna International Inc 78.55 1.69 17.59 8/28/2013
CNR Canadian National Railway Co 102.66 1.68 24.33 9/5/2013
CTC/A Canadian Tire Corp Ltd 84.53 1.66 20.39 10/29/2013
BAM/A Brookfield Asset Management Inc 38.01 1.63 27.21 10/30/2013
CNQ Canadian Natural Resources Ltd 31.83 1.57 24.35 9/11/2013
MRU Metro Inc 73.67 1.36 17.65 8/23/2013
CP Canadian Pacific Railway Ltd 126.13 1.11 47.93 9/25/2013
IMO Imperial Oil Ltd 44.07 1.09 10.83 8/28/2013
GIL Gildan Activewear Inc 45.84 0.8 24.55 8/13/2013
FM First Quantum Minerals Ltd 16.5 0.71 5.03 8/26/2013
VRX Valeant Pharmaceuticals International Inc 95.3 0 N/A N/A
BB Blackberry Ltd 9.02 0 N/A N/A
CCT Catamaran Corp 54.1 0 0 N/A

 

 

Best 2013 Dividend Stocks Results

 

At the beginning of the year, I produced a list of the Best dividend stocks for 2013 (click on the link to get my metrics and to see the list). Out of this exhaustive list, I pulled out 30 stocks to be my “favorite” picks from these lists. These are not stock recommendations and I strongly suggest you do your own analysis and read the financial statements. This book is simply a compilation of my own stock analyses for 30 stocks being either held in my portfolio or being on my watch list. They have been handpicked from bigger lists generated by my stock screener according to the following rules:

 

 

Dividend yield over 3%

Positive 5 year dividend growth

Dividend payout ratio under 75%

Return on equity (ROE) over 10%

Positive 5 year annual income growth rate

Current price / earnings ratio (PE) under 20

 

 

I’ve broken down the result per market:

 

Best 2013 US Dividend Stocks Results +24.98% and 2.99% Dividend Yield

 

Company Ticker YTD Current Div Yield
Abbott Laboratories ABT 12,33% 1,52%
Autoliv Inc ALV 22,57% 2,42%
CA Inc CA 37,31% 3,32%
Campbell Soup Co CPB 35,82% 2,45%
Chesapeake Utilities Corp CPK 31,82% 2,57%
Chevron Corp CVX 16,35% 3,17%
Darden Restaurants Inc DRI 10,17% 4,43%
General Mills Inc GIS 30,57% 2,88%
Heinz HNZ 25,67%
Genuine Parts Co GPC 30,37% 2,59%
Intel Corp INTC 13,11% 3,85%
Johnson & Johnson JNJ 34,47% 2,81%
Kellogg Co K 17,39% 2,80%
Kimberly-Clark Corp KMB 18,37% 3,25%
Mattel Inc MAT 15,75% 3,39%
McDonald’s Corp MCD 12,32% 3,11%
Microsoft Corp MSFT 19,53% 2,88%
Procter & Gamble Co/The PG 20,82% 2,94%
Safeway Inc SWY 43,72% 3,08%
Seagate Technology PLC STX 36,06% 3,69%
Walgreen Co WAG 36,60% 2,48%
Western Union Co/The WU 34,31% 2,74%
Wisconsin Energy Corp WEC 19,10% 3,51%
Average 24,98% 2,99%
VIG 18,17% 2,07%
Added Value 6,81% 0,92%

 

**Please note that Heinz (HZN) stock is now in my portfolio as a reference only since it was bought earlier this year. Therefore the stock won’t pay dividends any longer.

 

After a few headwinds coming from the FED semi-announcement that they may or may not consider to do (or not to do) changes in their quantitative easing strategy, the stock market is back on a roll. My portfolio went up by almost by 5% in a single month. This is just to tell you how Big Ben can influence the market!

 

After an increase of almost 25%, my virtual portfolio is now showing a current dividend yield under 3% (2.99%). But keep in mind that you would be receiving a lot more in dividends if you would have picked the same stock at the beginning of the year.

 

There are a few stocks trailing behind my benchmark which I find interesting such as Chevron (CVX), McDonald’s (MCD), Darden Restaurants (DRI). They are all showing dividend yield over 3% and still show strong numbers. On the other hand, I would probably get rid of Seagate Technology  (STX) and Intel (INTC) as both techno stocks are evolving in a grumpy industry.

I built this portfolio based on the metrics and investing strategies describe in my 4.5 Stars Rated Amazon book: Dividend Growth. You can read about my book here.

 

Best 2013 Canadian Dividend Stocks Results +5.02% and 4.16% Dividend Yield

 

Company Ticker YTD Current Div Yield
Andrew Peller Ltd ADW/A 39,80% 2,84%
Royal Bank of Canada RY 7,15% 3,90%
National Bank of Canada NA 2,29% 4,38%
Calian Technologies Ltd CTY -12,89% 6,14%
Emera Inc EMA -5,92% 4,29%
Power Corporation POW 16,35% 3,88%
Evertz Technologies Ltd ET -5,92% 4,26%
Black Diamond Group Ltd BDI 22,58% 3,41%
TELUS Corp T -4,12% 4,33%
Rogers Communications Inc RCI/B -9,11% 4,19%
Average 5,02% 4,16%
XDV 4,29% 4,22%
Added Value 0,73% -0,06%

 

After what happen to the Potash industry, I was happy I didn’t pick Potash (POT) as a potential great dividend stock for 2013! Mind you, its dividend yield is now over 4%, the most courageous of us may want to take the ride and see if the wave can bring them to the shore.

 

Back to my portfolio, it is seriously stalling due to five stocks out of 10 showing negative results. Resources prices going down, Telecom giant Verizon (VZ) threatening Telecom smurfs Telus and Rogers on their favorite playground along with poor performances from my techno related stocks (ET & CTY) are part of my explanation to as of why the portfolio hasn’t done better than the index by more than 1%.

 

On the other hand, the impressive return on Andrew Peller (ADW.A) and Black Diamond Group (BDI) have kept my portfolio on track. These two stocks are not getting much attention and this is sometimes where you can find the best picks!

How I Built my Portfolio??

 

I built my portfolio based on both my Dividend Growth book, and The Successful Investor newsletter published by Pat McKeough who’s a reference in Canada. I even got a special rebate for my readers if you subscribe to this link (hey! You can save $50 off from the listed price!).

Floater 3 tsi (1)

 

Readers, do you think there is more room to grow with my portfolio?

 

Disclaimer: I’m long NA, T, CVX, INTC, JNJ, MCD

 

The post TSX 60 Ex Dividend Date + Best 2013 Dividend Stock Update +24.98% appeared first on The Dividend Guy Blog.

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