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.

 

 

 

 

 

 

 

 

 

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

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.

 

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

 

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!

 

 

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

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!

S&P TSX 60 DIVIDEND YIELD AND EX DIVIDEND DATE

 

Ticker	Name	Price	Dividend Yield	Payout Ratio	Ex-Dvd Date
CPG	Crescent Point Energy Corp	44.45	6.21	746.54	6/27/2014
COS	Canadian Oil Sands Ltd	22.81	6.14	81.29	8/22/2014
PWT	Penn West Petroleum Ltd	10.07	5.56	N/A	6/26/2014
TA	TransAlta Corp	13	5.54	N/A	8/29/2014
BCE	BCE Inc	49.84	4.96	91.52	06/12/2014
ERF	Enerplus Corp	24.68	4.38	452.03	06/03/2014
NA	National Bank of Canada	45.5	4.22	38.36	6/24/2014
RCI/B	Rogers Communications Inc	43.82	4.18	53.69	06/11/2014
CM	Canadian Imperial Bank of Commerce/Canada	95.66	4.18	44.49	6/25/2014
BMO	Bank of Montreal	76.28	4.09	46.86	7/30/2014
SJR/B	Shaw Communications Inc	26.99	4.08	61.58	06/11/2014
PPL	Pembina Pipeline Corp	42.81	4.06	149.14	6/25/2014
POW	Power Corp of Canada	29.18	3.98	54.63	06/05/2014
FTS	Fortis Inc/Canada	32.54	3.93	78.38	8/13/2014
SLF	Sun Life Financial Inc	36.7	3.92	50.86	8/25/2014
POT	Potash Corp of Saskatchewan Inc	39.35	3.86	64.42	07/09/2014
ARX	ARC Resources Ltd	31.25	3.84	155.38	6/26/2014
TRI	Thomson Reuters Corp	37.59	3.83	848.03	8/22/2014
TRP	TransCanada Corp	50.48	3.8	76.81	6/26/2014
RY	Royal Bank of Canada	74.64	3.8	45.2	7/22/2014
TCK/B	Teck Resources Ltd	24.17	3.72	53.9	06/12/2014
T	TELUS Corp	40.95	3.71	67.26	06/06/2014
BNS	Bank of Nova Scotia	69.63	3.68	46.06	6/27/2014
TD	Toronto-Dominion Bank/The	53.76	3.5	46.72	07/07/2014
AGU	Agrium Inc	97.36	3.34	34.01	6/26/2014
CVE	Cenovus Energy Inc	32.27	3.3	110.57	06/11/2014
HSE	Husky Energy Inc	36.57	3.28	64.96	06/03/2014
BBD/B	Bombardier Inc	3.69	2.75	32.52	06/11/2014
ENB	Enbridge Inc	51.53	2.72	234.16	8/13/2014
MFC	Manulife Financial Corp	19.85	2.62	31.96	8/15/2014
TLM	Talisman Energy Inc	11.2	2.61	N/A	06/11/2014
G	Goldcorp Inc	25.52	2.56	N/A	6/17/2014
SU	Suncor Energy Inc	41.73	2.2	28.02	06/02/2014
THI	Tim Hortons Inc	58.72	2.18	36.8	8/21/2014
L	Loblaw Cos Ltd	45.7	2.14	41.94	06/11/2014
WN	George Weston Ltd	79	2.13	36.25	06/11/2014
CNQ	Canadian Natural Resources Ltd	44.13	2.04	27.58	06/11/2014
YRI	Yamana Gold Inc	8.09	2.01	N/A	6/26/2014
CTC/A	Canadian Tire Corp Ltd	104.59	1.91	21.38	7/29/2014
CCO	Cameco Corp	21.68	1.85	49.66	6/26/2014
SNC	SNC-Lavalin Group Inc	52.38	1.83	389.78	8/15/2014
MRU	Metro Inc	66.97	1.79	12.94	8/25/2014
SAP	Saputo Inc	58.63	1.57	33.54	07/10/2014
CNR	Canadian National Railway Co	65.76	1.52	27.72	06/05/2014
BAM/A	Brookfield Asset Management Inc	46.6	1.49	18.41	8/27/2014
MG	Magna International Inc	110.94	1.49	18.19	8/27/2014
SLW	Silver Wheaton Corp	22.52	1.35	42.61	9/17/2014
ABX	Barrick Gold Corp	17.6	1.24	N/A	8/27/2014
ECA	Encana Corp	25.25	1.2	209.32	06/11/2014
AEM	Agnico Eagle Mines Ltd	32.99	1.05	N/A	8/29/2014
IMO	Imperial Oil Ltd	53.39	0.97	14.67	06/02/2014
FM	First Quantum Minerals Ltd	22.87	0.81	21.13	8/27/2014
GIL	Gildan Activewear Inc	59.03	0.8	13.66	08/12/2014
CP	Canadian Pacific Railway Ltd	181.48	0.77	28.11	6/25/2014
ELD	Eldorado Gold Corp	6.22	0.32	N/A	08/12/2014
VRX	Valeant Pharmaceuticals International Inc	142.34	N/A	N/A	N/A
K	Kinross Gold Corp	4.08	N/A	N/A	9/17/2014
BB	BlackBerry Ltd	8.27	N/A	N/A	N/A
CCT	Catamaran Corp	47.77	N/A	0	N/A
GIB/A	CGI Group Inc	36.9	N/A	0	N/A

 

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