Best 2014 Dividend Stock Pick Returns – I’m Still Ahead!

I’ve 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. I 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 Pick is for sale on Amazon.

2014 book cover










Top US Dividend Picks 5.18% (vs VIG at 2.66%)

best us dividend stocks

I looked at my first update of the year and my portfolio showed -4.03% while the VIG was at -5.01%. It is interesting to see that only four months later, the stock market has taken a whole new direction and my picks did almost 10% (9.21%) in such a short period.


Recently, Apple (AAPL) has been put on a strong uptrend. The stock wasn’t going anywhere until it issues its latest financial results at the end of April. Sales were surprising and Apple started to show some growth potential. The stock gained about $100 in 30 days and is now among the best performers in my picks.

ycharts_chart (66)


Lorillard (LO) shows a similar pattern with +10.85% within the past three months. They are my “later bloomers” for this year.


ycharts_chart (67)

I’ve finally decided to not drop the ball on Mattel (MAT). I almost pulled the trigger and sold it but I decided to give it another chance. Since their very bad results in February, the stock is up by 7%. There might be a chance of recovering more after summer if results are better than expected. Since there aren’t much expectation around the company, it shouldn’t be that complicated!


ycharts_chart (68)


Top Canadian Dividend Stocks + 3.36% (vs XDV at 3.11%)

best canadian stocks

Black Diamond Group (BDI), Gluskin Sheff (GS) and Telus (T) keep their big winners position since the beginning of the year. Note that GS jumped by 10% in June (which is not reported in this chart) after the announcement of the acquisition of Blair Franklin Asset Management.


Surprisingly, Canadian banks rocked with the latest quarterly report bringing back ScotiaBank (BNS) and Royal Bank (RY) up again. This is good news for the upcoming months!


I’m pretty much in line with my benchmark since the beginning of the year struggling to seriously put my picks ahead of my benchmark. Rogers (RCI.B) and the North West Company are still dragging way behind. If one stock could start to pick up, I’ll be in a better position to beat my benchmark at the end of the year!


TickerNamePriceDividend YieldPayout RatioEx-Dvd Date
CPGCrescent Point Energy Corp44.456.21746.546/27/2014
COSCanadian Oil Sands Ltd22.816.1481.298/22/2014
PWTPenn West Petroleum Ltd10.075.56N/A6/26/2014
TATransAlta Corp135.54N/A8/29/2014
BCEBCE Inc49.844.9691.5206/12/2014
ERFEnerplus Corp24.684.38452.0306/03/2014
NANational Bank of Canada45.54.2238.366/24/2014
RCI/BRogers Communications Inc43.824.1853.6906/11/2014
CMCanadian Imperial Bank of Commerce/Canada95.664.1844.496/25/2014
BMOBank of Montreal76.284.0946.867/30/2014
SJR/BShaw Communications Inc26.994.0861.5806/11/2014
PPLPembina Pipeline Corp42.814.06149.146/25/2014
POWPower Corp of Canada29.183.9854.6306/05/2014
FTSFortis Inc/Canada32.543.9378.388/13/2014
SLFSun Life Financial Inc36.73.9250.868/25/2014
POTPotash Corp of Saskatchewan Inc39.353.8664.4207/09/2014
ARXARC Resources Ltd31.253.84155.386/26/2014
TRIThomson Reuters Corp37.593.83848.038/22/2014
TRPTransCanada Corp50.483.876.816/26/2014
RYRoyal Bank of Canada74.643.845.27/22/2014
TCK/BTeck Resources Ltd24.173.7253.906/12/2014
TTELUS Corp40.953.7167.2606/06/2014
BNSBank of Nova Scotia69.633.6846.066/27/2014
TDToronto-Dominion Bank/The53.763.546.7207/07/2014
AGUAgrium Inc97.363.3434.016/26/2014
CVECenovus Energy Inc32.273.3110.5706/11/2014
HSEHusky Energy Inc36.573.2864.9606/03/2014
BBD/BBombardier Inc3.692.7532.5206/11/2014
ENBEnbridge Inc51.532.72234.168/13/2014
MFCManulife Financial Corp19.852.6231.968/15/2014
TLMTalisman Energy Inc11.22.61N/A06/11/2014
GGoldcorp Inc25.522.56N/A6/17/2014
SUSuncor Energy Inc41.732.228.0206/02/2014
THITim Hortons Inc58.722.1836.88/21/2014
LLoblaw Cos Ltd45.72.1441.9406/11/2014
WNGeorge Weston Ltd792.1336.2506/11/2014
CNQCanadian Natural Resources Ltd44.132.0427.5806/11/2014
YRIYamana Gold Inc8.092.01N/A6/26/2014
CTC/ACanadian Tire Corp Ltd104.591.9121.387/29/2014
CCOCameco Corp21.681.8549.666/26/2014
SNCSNC-Lavalin Group Inc52.381.83389.788/15/2014
MRUMetro Inc66.971.7912.948/25/2014
SAPSaputo Inc58.631.5733.5407/10/2014
CNRCanadian National Railway Co65.761.5227.7206/05/2014
BAM/ABrookfield Asset Management Inc46.61.4918.418/27/2014
MGMagna International Inc110.941.4918.198/27/2014
SLWSilver Wheaton Corp22.521.3542.619/17/2014
ABXBarrick Gold Corp17.61.24N/A8/27/2014
ECAEncana Corp25.251.2209.3206/11/2014
AEMAgnico Eagle Mines Ltd32.991.05N/A8/29/2014
IMOImperial Oil Ltd53.390.9714.6706/02/2014
FMFirst Quantum Minerals Ltd22.870.8121.138/27/2014
GILGildan Activewear Inc59.030.813.6608/12/2014
CPCanadian Pacific Railway Ltd181.480.7728.116/25/2014
ELDEldorado Gold Corp6.220.32N/A08/12/2014
VRXValeant Pharmaceuticals International Inc142.34N/AN/AN/A
KKinross Gold Corp4.08N/AN/A9/17/2014
BBBlackBerry Ltd8.27N/AN/AN/A
CCTCatamaran Corp47.77N/A0N/A
GIB/ACGI Group Inc36.9N/A0N/A


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  1. says

    Thanks for sharing. I’m sure it can be very difficult to pick a group of individual stocks that can outperform their peers. Why not just focus on dividend stocks that have been increasing their payout each year instead of just focusing on stock performance.

  2. DivGuy says

    Hey Wallet Doctor,

    I beat the market in 2012, 2013 and this year so far. I didn’t track my picks prior to 2012 :-)


  1. […] Best 2014 Dividend Stock Pick Returns – I’m Still Ahead The Dividend Guy reviews his stock picks for the year, and he’s beating his benchmark by a pretty wide margin. Always nice to have some reassurance that you know what you’re doing! […]

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