S&P and Our Portfolio Hit All-Time Highs, Brian Nelson, CFA
Our Dividend Growth Portfolio (see page 5) continues to post strong results, with several names hitting fresh all-time highs over the past few weeks. With our cash balance relatively high, we anticipate to capitalize on any material pullback by adding to existing positions or opening new ones. We’ve had our sights on a few names on our watchlist (page 12) that we believe could add some outperformance and diversification to our portfolio.
Economic data throughout March was mostly positive, although the debacle in Cyprus, continued stagnation in Europe, and questionable growth in China may lead some to believe otherwise. Oddly, the headlines aren’t much different than they were a year ago, with the notable exception of a stronger housing market in the United States. The vast majority of our coverage list is trading near fair value estimates, so we are mostly agnostic on market direction, even as the market hits new all-time highs.
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INSIDE THIS ISSUE:
1 S&P and Our Portfolio Hit All-Time Highs
1 RR Donnelley’s Dividend Isn’t Safe (ticker: RRD)
3 Will T-Mobile’s iPhone 5 Deal Change the Wireless Industry? (several tickers)
5 Our Dividend Growth Portfolio
6 Nike’s Fundamental Momentum Accelerates (ticker: NKE)
7 The Quick-Serve Restaurant Space Could Be Poised for a Rebound (tickers: MCD, WEN, YUM, JACK, CMG)
10 Strong Iron Ore Supply Weighs on Rio Tinto (tickers: RIO, BHP, VALE)
11 Stocks with High VBI Ratings and Strong Dividend Growth Prospects (see article for tickers)
12 Our Dividend Growth Watch List
13 Yields to Avoid
14 Wisconsin Deteriorates But Chicago Stands Out at Roundy’s (ticker: RNDY)
15 Will Tiffany Shine in 2013? (ticker: TIF)
16 About Our Dividend Cushion™
19 Featured Reports: Linn Energy, Omega Healthcare, United Technologies, Verizon
23 Our Valuentum Buying Index (VBI)
26 Valuentum Definitions