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    Wow… it has been a long month, right?

     

    I left for my first “couple vacation” (read; without kids!) in the last ten years! We went to Hawaii to take some real time off, do all kinds of crazy things (like jumping into a waterfall and diving into a crater) and get some sun (I live in the cold winterland: Canada!). Now that I’m back, snow and ice are still around and the stock market seems to be relatively stuck in ice as well.

     

    Both the Canadian and US markets are pretty slow since the beginning of the year (about +1% for the S&P500 and +0.75% for the TSX). I feel somewhat lucky to see a healthy +3.7% for my own dividend holdings. On top of following my own portfolio, I also pick 20 US and 10 CDN dividend stocks each year to be the best performers. Here are my results:

     

    Best 2014 Dividend Stock Pick Returns

     

    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)

     

    You can also buy my 2014 Best Dividend Stock Picks on Kindle (Amazon) to get the full analysis:

     

    2014 book cover

     

    2014 Best US Dividend Stocks: -0.14% vs +0.07% (VIG)

    In January and February, I decided to not publish my stock picks and give the benefits for those who bought my book. I thought it was only normal to give them more since they paid for the book (or got it for free if you were on my mailing list back in January). Now that the first quarter is almost done, I thought I would give you a little bit more. You can now see my picks and their returns…. But the book also includes one pager analyses ;-)

    Company
    Ticker
    YTD
    Current Div Yield
     
    AflacAFL-2,86%2,28%
    AppleAAPL-4,34%2,27%
    AutolivALV5,37%2,15%
    Baxter IntlBAX-2,77%2,90%
    CloroxCLX-6,44%3,27%
    Exxon MobilXOM-6,91%2,67%
    Genuine PartsGPC4,32%2,65%
    HasbroHAS-0,78%3,15%
    Helmerich & PayneHP17,03%2,54%
    JPMorgan ChaseJPM-0,96%2,62%
    Kimberly ClarkKMB5,05%3,06%
    Lockheed MartinLMT10,22%3,25%
    LorillardLO0,89%4,81%
    MattelMAT-21,53%4,07%
    McDonald'sMCD1,73%3,28%
    PepsiCoPEP-0,95%2,76%
    Philip MorrisPM-9,14%4,75%
    Wal-MartWMT-4,01%2,54%
    Wells FargoWFC5,99%2,49%
    Wisconsin EnergyWEC7,37%3,51%
    Average-0,14%3,05%
    VIG0,07%1,84%
    Added Value-0,21%1,21%

    I lag the index by a few points mainly because I hold Mattel (MAT) in my portfolio. Their latest quarterly results were a total disappointing and growth expectation is set to flat nothing. The stock dropped by more than 20% and now stands at -21% (reminds me of the current weather outside my window!!).

     

    Philip Morris (PM) was another deceiving stock. Latest forward guidance predicts drops in sales and earnings affected by currency rates. No good news. However, the stock is paying a high dividend yield considering the market (4.75%) and is trading at a relatively low P/E ratio (which means the bad news is already accounted for in the stock value). PM is also investing massively to create new product lines. Since the stock is already on its knees, there is a potential upside for the future and the current drop could represent a great entry point.

     

    2014 Best CDN Dividend Stocks: +0.22% vs -0.04% (XDV)

    Company
    Ticker
    YTD
    Current Div Yield
     
    Scotia BankBNS-1,97%3,93%
    Black Diamond GroupBDI1,33%2,96%
    ChorusCJR.B-5,83%4,50%
    Dorel IndustriesDII.B-9,36%3,61%
    Gluskin & SheffGS22,44%2,54%
    LassondeLAS.A4,00%1,43%
    The North West CompanyNWC-0,54%4,53%
    RogersRCI.B-10,43%4,25%
    Royal BankRY-3,14%3,93%
    TelusT5,66%3,73%
    Average0,22%3,54%
    XDV-0,04%3,93%
    Added Value0,26%-0,39%

    My performance on the Canadian market enables me to slightly beat my benchmark by a few points. This is mainly due to my recent homerun pick; Gluskin Sheff (TSE:GS). Note that the GS return doesn’t show the special dividend of $1.40 per share that was just paid last month. On the other hand, I have Rogers (RCI.B) juggling with stiffer competition and Dorel Industries (DII.B) dealing with sales growth issues.

     

    While I’m not too worried about Rogers, I am a little bit more concerned with Dorel. I believed in their potential considering the current economy but they seem to struggle to deliver. I knew about their problems in 2013 but thought they could benefit from a push by the economy. I’m now sitting with a loser in my portfolio…

     

    Trades on My Best Dividend Stocks are Coming Up

     

    This year, I announced a small change in my stock picking process. During 2012 and 2013, I only could select stocks prior to January 1st and keep them for the following 12 months. This year, I allow trades in both portfolios. I added this rule since I didn’t want to get stuck with a bad news early in the year that would kill my performance during the whole year (as happened with RadioShack (RSH) back in 2012. I will still carry the stock’s bad return in my book, but I will be able to try to make up for it with another trade. For example, I’m expecting to “sell” Mattel and Dorel this month to select two other stocks.

     

    Obviously, Dividend Stocks Rock members will be the first one to know about it.

     

    TSX60 Ex-Dividend Date & Dividend Yield

    Ticker
    Name
    Price
    Dividend Yield
    Payout Ratio
    Ex-Dvd Date
    TATransAlta Corp14.38.1N/A2/21/2014
    CPGCrescent Point Energy Corp37.667.33488.532/26/2014
    COSCanadian Oil Sands Ltd19.867.0481.292/19/2014
    PWTPenn West Petroleum Ltd8.166.86294.253/26/2014
    ERFEnerplus Corp19.615.53N/A3/6/2014
    BCEBCE Inc46.065.0665.513/14/2014
    SJR/BShaw Communications Inc24.414.5161.582/12/2014
    BMOBank of Montreal67.624.546.864/29/2014
    CMCanadian Imperial Bank of Commerce/Canada85.814.4844.493/26/2014
    POTPotash Corp of Saskatchewan Inc34.994.4564.424/8/2014
    NANational Bank of Canada83.24.4438.363/25/2014
    ARXARC Resources Ltd28.494.21256.752/26/2014
    FTSFortis Inc/Canada30.524.273.332/12/2014
    BNSBank of Nova Scotia60.594.1246.063/28/2014
    SLFSun Life Financial Inc35.434.0761.122/24/2014
    RYRoyal Bank of Canada68.53.9445.24/23/2014
    POWPower Corp of Canada29.63.9264.183/19/2014
    TRPTransCanada Corp48.283.8295.523/26/2014
    TTELUS Corp38.443.7560.353/5/2014
    RCI/BRogers Communications Inc46.073.7547.353/12/2014
    HSEHusky Energy Inc32.53.6959.733/5/2014
    TDToronto-Dominion Bank/The47.893.6146.724/2/2014
    TRIThomson Reuters Corp39.443.4651.282/25/2014
    TCK/BTeck Resources Ltd26.293.4261.376/11/2014
    CVECenovus Energy Inc28.533.3866.973/7/2014
    AGUAgrium Inc95.953.3410.313/28/2014
    ENBEnbridge Inc46.33.02146.722/12/2014
    YRIYamana Gold Inc10.262.740.73/26/2014
    MFCManulife Financial Corp19.622.6461.952/21/2014
    AEMAgnico Eagle Mines Ltd35.212.6456.182/26/2014
    BBD/BBombardier Inc3.962.5531.663/12/2014
    TLMTalisman Energy Inc11.712.41225.23/6/2014
    GGoldcorp Inc27.482.425.042/11/2014
    LLoblaw Cos Ltd42.392.2636.83/12/2014
    SUSuncor Energy Inc35.642.2527.762/27/2014
    CNQCanadian Natural Resources Ltd36.152.2124.353/12/2014
    WNGeorge Weston Ltd76.242.1762.443/12/2014
    BAM/ABrookfield Asset Management Inc41.592.1527.214/29/2014
    SNCSNC-Lavalin Group Inc45.692.02434/2/2014
    SCShoppers Drug Mart Corp58.31.9636.123/26/2014
    MRUMetro Inc63.21.8912.942/13/2014
    CTC/ACanadian Tire Corp Ltd94.891.8520.394/28/2014
    THITim Hortons Inc56.491.8332.353/6/2014
    CCOCameco Corp22.411.7859.423/26/2014
    SAPSaputo Inc51.891.7733.543/6/2014
    CNRCanadian National Railway Co58.711.727.723/6/2014
    SLWSilver Wheaton Corp23.921.5821.134/2/2014
    ECAEncana Corp19.61.51N/A3/12/2014
    MGMagna International Inc92.091.4817.593/5/2014
    IMOImperial Oil Ltd45.451.1414.673/3/2014
    ABXBarrick Gold Corp21.420.98N/A2/26/2014
    CPCanadian Pacific Railway Ltd163.40.8627.983/26/2014
    GILGildan Activewear Inc57.820.7913.662/18/2014
    FMFirst Quantum Minerals Ltd19.670.595.034/15/2014
    ELDEldorado Gold Corp70.2833.858/12/2014
    VRXValeant Pharmaceuticals International Inc148.11N/AN/AN/A
    KKinross Gold Corp5.06N/AN/A3/19/2014
    BBBlackBerry Ltd10.08N/AN/AN/A
    CCTCatamaran Corp52.72N/A0N/A
    GIB/ACGI Group Inc33.35N/A0N/A

    3 Comments   |   Read more >
  •  

     

    We had a very bad month of January when investors started to sell and get pessimistic. Then, February arrives with Janet Yellen and everything seems better now. The market is up (both Canadian and American) and investors are smiling again. I’m already up over 2% this year with my own portfolio and I think that dividend stocks are the best investment ever.

     

    What do you think? Do you think the market will continue rising in the upcoming months?

     

    I’m bullish for the year, what about you?

     

    Btw, I’ll be late for my TSX ex-dividend date report and late as well for my Best 2014 performance (though I am beating both benchmarks on February 27th…) since I’m currently on the beaches of Hawaii. I’ll be back mid March J

    8 Comments   |   Read more >
  • It has been a few crazy weeks in February as we got sick again… how can this be possible???

    Anyway, I’m (finally) back with some great dividend reads for the weekend:

     

    I have a huge $100 Rebate for you on The Successful Investor (only $39!)

    Should you buy a stock at its 52 week high? The answer may surprise you ;-)

     

    Strong Ecosystem will push Apple higher

     

    100th post at Dividend Ladder – CONGRATULATION!

     

    8 Stocks raising both dividends and expectation @ Dividend Growth Stocks – I have 2 of them in my portfolio

     

    The best investment decision made by Passive Income Earner

     

    What’s the best argument against blue chips @ Conservative Investor

     

    Hot dividend stocks for cold winter @ Dividend Ladder – I love the title!

     

    DRIP session @ Dividend Growth Investing & Retirement

     

    Retire with Dividend Growth book from Dan Mac – the best retire plan includes dividend investing

     

    Recent buys from Dividend Mantra – Got Coke?

     

    Canadian Aristocrats Review by Dividend Ninja

     

    Liquid bank with high dividend yield @ Dividends 4 life

     

    Dividend Stocks Analysis:

     

    Coca-Cola (KO) @ Passive Income Pursuit

    Coca-Cola (KO) @ Captain Dividend

    Colgate-Palmolive (CL) @ Dividend Growth Investor

    Bell (BCE) @ Dividend Engineering

    5 Comments   |   Read more >
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