We had another strong month of relative outperformance in the portfolio of our Dividend Growth Newsletter, as we widened our outperformance gap relative to the Dow Jones Select Dividend Index (DVY) by another 40 basis points (please see page 5). We also collected (or have in receivables) roughly $547 in dividend payments from the publishing of the previous edition of our Dividend Growth Newsletter, a nice sum.
We continue to expect strong outperformance from our portfolio through the course of 2012 and beyond, and view Hasbro (HAS), Medtronic (MDT), Intel (INTC), and Republic (RSG) as the most timely dividend-growth opportunities on the market today, with each posting a 9 on our Valuentum Buying IndexTM. We may add to those existing positions in the near future or swap a new firm or two from our watch list into the portfolio, trimming a couple holdings that are nearing “overvalued” territory given the recent market strength. In either case, we expect to continue to collect a best-in-class risk-adjusted dividend stream.
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Inside This Issue
Another Month of Relative Outperformance, page 1
Releasing Our Inaugural Valuentum Dividend100 Publication, page 1
Waiting for Oracle’s Yield to Become More Like Big-Cap Tech Peers (ticker: ORCL), page 2
General Mills’ Fiscal 2012 3Q Report Wasn’t So Strong (ticker: GIS), page 2
SuperValu’s Dividend Might Not Last Long at Current Levels (ticker: SVU), page 3
Our Dividend Growth Portfolio, page 5
McDonald’s Transition Could Provide an Entry Point for Dividend Growth Investors (ticker: MCD), page 6
Nike Continues to Innovate and Create Value (ticker: NKE), page 7
FedEx Posts Solid Fiscal 3Q Results; Outlook Disappoints (ticker: FDX), page 8
Releasing Our Initiation Dividend Report on Apple (ticker: AAPL), page 9
Merck Weighed Down by Currency But Reaffirms Full-Year 2012 Outlook (ticker: MRK), page 10
Qualcomm Hikes Dividend, Announces Share Buyback Program (ticker: QCOM) page 10
Our Dividend Growth Watch List, page 11
Altria Remains One of Our Top Dividend Picks (ticker: MO), page 12
About our Dividend Cushion, page 13
Yields to Avoid (see article for tickers), page 16
Yields to Consider (see articles for tickers), page 17
Featured Dividend Reports: H&R Block, Lorillard, DuPont, Eaton, page 18
Our Valuentum Buying Index, page 22
Valuentum Definitions, page 25