Best 2014 Dividend Stocks Results + TSX60 Ex-Div Date

 

I started this “tradition” on my blog in 2012. The goal is to pick 20 US and 10 CDN dividend stocks that I think will outperform their peers. This is the reason why I use VIG and XDV as my benchmarks and then keep track of my results for accountability purposes. I find that too many analysts and blogs just drop the ball on their picks when they are not that great. By posting monthly results, I have no other choice but to face my performance and explain it. You can look at my previous picks and returns:

 

Best Dividend Stock Picks 2012 (-1.47% vs VIG (US dividend ETF), + 8.32% vs XDV (CDN dividend ETF)

Best Dividend Stock Picks 2013 (+11.07% vs VIG, + 0.77% vs XDV)

My 2014 Best Dividend Stock Picks Book is for sale on Amazon.

 

Top US Dividend Picks 6.54% (vs VIG at 4.15%)

I’m still beating my benchmark by more than 2% and my portfolio pays 1% more in dividend yield. Therefore, I should finish the year with a total return around +3 to 4% compared to my benchmark which is still very good. 60% of my picks currently beat the ETF and only two are seriously lagging in this bullish market: Aflac (AFL) and Mattel (MAT).

 

Aflac’s results were greatly affected by the Yen in 2014. This is why it is currently lagging behind. As a long term pick, you can consider that AFL has never missed a dividend increase over the past 31 years.  On top of that, with a yield over 2.30%, it’s definitely a good asset for a dividend portfolio. I still like the stock as it is currently reasonably priced with a P/E less than 10. This is quite interesting, especially in today’s market!

 

As for Mattel, the price has been stabilized after its 20% drop back in January due to the Holiday sales slump. Investors are currently looking forward to their next quarterly report which will be posted on July 17th. This is when we will know if keeping MAT in my portfolio was a good choice or if the toy company is heading towards the dump.

 

Top Canadian Dividend Stocks + 3.85% (vs XDV at 5.16%)

 

For the first time this year, I’m lagging behind the index with my Canadian picks. I have mixed feelings about this portfolio as I was able to select a few good picks but the overall portfolio not only lags my benchmark but it is far away from the TSX 60.

The positive news comes from Lassonde Industries (LAS.A) which recently exploded upon news of the acquisition of US Branded Juice Company. The Canadian juice giant continues its expansion into the United States will continue to bring in good growth in the upcoming years.

On the other hand, news wasn’t too good for the telecom industry with the Canadian Govt coming back with more rules to enable other players to enter Telus, Rogers and Bell mobile’s playground. Telus (T) lost 3.66% from opening the on July 7th to closing on July 8th. Rogers (RCI.B) followed behind with a loss of 1.90% for the same period. I’m not too worried with Telus while Rogers seems to be hit from the right, left and center these days.

Things are not going so good with North West Company. Their latest quarterly report (June) missed analysts estimates by $0.08/share. There is nothing to help them recover and the stock dipped another 3% in the past 30 days.

I’m currently stuck with two big losers (NWC and RCI.B)… this is time for me to rethink my approach for these two investments.

At least, I’m simply lagging by 1.31%, it can easily be recovered!

 

S&P TSX 60 DIVIDEND YIELD AND EX DIVIDEND DATE

Ticker
Name
Price
Dividend Yield
Payout Ratio
Ex-Dvd
CPG Crescent Point Energy Corp 47.29 5.84 746.54 7/29/2014
COS Canadian Oil Sands Ltd 24.18 5.79 81.29 8/22/2014
TA TransAlta Corp 13.08 5.5 N/A 8/29/2014
PWT Penn West Petroleum Ltd 10.42 5.37 N/A 9/24/2014
BCE BCE Inc 48.4 5.1 91.52 9/12/2014
RCI/B Rogers Communications Inc 42.94 4.26 53.69 9/10/2014
NA National Bank of Canada 45.26 4.24 38.36 9/23/2014
CM Canadian Imperial Bank of Commerce/Canada 97.1 4.12 44.49 9/24/2014
SJR/B Shaw Communications Inc 27.36 4.02 61.58 7/11/2014
ERF Enerplus Corp 26.89 4.02 452.03 7/7/2014
BMO Bank of Montreal 78.58 3.97 46.86 7/30/2014
FTS Fortis Inc/Canada 32.47 3.94 78.38 8/13/2014
POW Power Corp of Canada 29.65 3.91 54.63 9/5/2014
T TELUS Corp 39.77 3.82 67.26 9/10/2014
PPL Pembina Pipeline Corp 45.91 3.79 149.14 7/23/2014
TRP TransCanada Corp 50.93 3.77 75.99 9/26/2014
RY Royal Bank of Canada 76.28 3.72 45.2 7/22/2014
TRI Thomson Reuters Corp 38.85 3.7 848.03 8/22/2014
TCK/B Teck Resources Ltd 24.36 3.69 53.9 12/10/2014
ARX ARC Resources Ltd 32.49 3.69 155.38 7/29/2014
POT Potash Corp of Saskatchewan Inc 40.58 3.69 64.42 7/9/2014
SLF Sun Life Financial Inc 39.22 3.67 50.86 8/25/2014
BNS Bank of Nova Scotia 71.14 3.6 46.06 10/3/2014
HSE Husky Energy Inc 34.46 3.48 64.96 8/19/2014
TD Toronto-Dominion Bank/The 54.93 3.42 46.72 7/7/2014
AGU Agrium Inc 97.75 3.28 34.01 9/26/2014
CVE Cenovus Energy Inc 34.59 3.08 110.57 9/12/2014
ENB Enbridge Inc 50.63 2.77 234.16 8/13/2014
BBD/B Bombardier Inc 3.77 2.69 32.52 9/10/2014
TLM Talisman Energy Inc 11.28 2.6 N/A 9/11/2014
MFC Manulife Financial Corp 21.21 2.45 31.96 8/15/2014
THI Tim Hortons Inc 58.37 2.19 36.8 8/21/2014
G Goldcorp Inc 29.78 2.19 N/A 7/15/2014
WN George Weston Ltd 78.71 2.13 36.25 9/12/2014
L Loblaw Cos Ltd 47.62 2.06 41.94 9/10/2014
SU Suncor Energy Inc 45.5 2.02 28.02 9/4/2014
CTC/A Canadian Tire Corp Ltd 102.37 1.95 21.38 7/29/2014
CCO Cameco Corp 20.93 1.91 49.66 9/24/2014
CNQ Canadian Natural Resources Ltd 49.03 1.84 27.58 9/10/2014
YRI Yamana Gold Inc 8.78 1.83 N/A 9/24/2014
MRU Metro Inc 65.97 1.82 12.94 8/25/2014
SNC SNC-Lavalin Group Inc 56.12 1.71 389.78 8/15/2014
BAM/A Brookfield Asset Management Inc 47.01 1.48 18.41 8/27/2014
MG Magna International Inc 114.86 1.44 18.19 8/27/2014
CNR Canadian National Railway Co 69.4 1.44 27.72 9/3/2014
SAP Saputo Inc 63.93 1.44 32.89 7/3/2014
ECA Encana Corp 25.28 1.2 209.32 9/12/2014
ABX Barrick Gold Corp 19.54 1.11 N/A 8/27/2014
SLW Silver Wheaton Corp 28.08 1.09 42.61 9/17/2014
IMO Imperial Oil Ltd 56.23 0.92 14.67 8/27/2014
AEM Agnico Eagle Mines Ltd 40.86 0.85 N/A 8/29/2014
FM First Quantum Minerals Ltd 22.82 0.82 21.13 8/27/2014
GIL Gildan Activewear Inc 62.87 0.75 13.66 8/12/2014
CP Canadian Pacific Railway Ltd 193.31 0.72 28.11 9/24/2014
ELD Eldorado Gold Corp 8.16 0.25 N/A 8/12/2014
BB BlackBerry Ltd 10.94 N/A N/A #N/A N/A
CCT Catamaran Corp 47.12 N/A 0 #N/A N/A
GIB/A CGI Group Inc 37.82 N/A 0 #N/A N/A
VRX Valeant Pharmaceuticals International Inc 134.94 N/A N/A #N/A N/A
K Kinross Gold Corp 4.42 N/A N/A 9/17/2014

 

 

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