Archive for December, 2014

Closing My Final 2014 Long & Short Tech Stock Pick

By: ispeculatornew | Date posted: 12.29.2014 (3:00 am)

$msftAs has been the case in past years, I’m now going to close existing long & short tech stock picks. Why? Mostly because for tracking purposes, I prefer starting from scratch every year and evaluating my returns by year. Many of you know that I only have 1 remaining trade to close:

Long Microsoft (MSFT) & Short AOL Inc (AOL)

As of my writing this, that trade is down 8% or so which is not great but given the year, I won’t complain. More on that in a second. But first, let’s take a quick look at how both stocks performed since opening the trade on May 27th.

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I remain a believer in Microsoft and do still like this trade even though it’s very challenging to short AOL as I’ve learned over the years. The company doesn’t have that much going on for it in terms of actual business but is able to do well through sales of assets, rumors of being taken over, etc. By the way, that Yahoo to buy AOL rumor sounds ridiculous to me. Am I crazy? Yes, buying AOL would make pitches for advertisers more compelling but doesn’t Yahoo have more than enough on its plate in terms of underperforming/outdated web assets? I’ll be VERY disappointed in Marissa Mayer if ever she pulls off something like this. Having a ton of cash to spend is not a problem and doesn’t need to be solved by buying crappy assets.

The Year In Review

No matter how I look at it, 2014 was an incredible year in terms of my long & short stock picks. As I wait to close out the final trade, the average trade has returned around 13% resulting in a 39.82% portfolio return. Too good to be true? I guess in a way it will be difficult to do better next year but I do think I’m getting better at playing my risk vs. reward on these trades which is helping a lot. Look at the returns by trade:

2014

The big number here of course is the “losing trades”. In this type of trading, getting 60% of trades right is more than enough but this year I got 15/21 trades with positive returns. That is one stat I’d really like to either match or surpass next year.

I know several of you replicate some of the trades so hopefully if that was the case you picked among the 75% that I did well on:)

I don’t expect to make too many changes for next year and will be doing several stock picks in the coming weeks as I get my portfolio back. I can’t wait as it’s been a few months now that I’ve been holding back.

With all of that being said, I hope you all had a wonderful 2014 year and I wish you all the best for next year in terms of stock picks. I’ll be back and more active starting in January:)

Top 101 Dividend Stocks – December 2014 Edition

By: ispeculatornew | Date posted: 12.01.2014 (4:57 am)

Saint_Basil_Moscow_cropEvery month I take a universe of stocks (typically the S&P500) and look at the top dividend paying stocks. I’m the first one to admit that yield is (just) one criteria among many others that should be considered but it is a good starting point. It is often among this universe that I’ll start my research when I’m making changes to my Ultimate Sustainable dividend portfolio.

Here is the list!

TickerNamePriceDividend YieldPayout RatioEx-Dvd
RIGTransocean Ltd21.0114.2863.792/18/2015
DODiamond Offshore Drilling Inc29.3711.9288.6902/12/2015
WINWindstream Holdings Inc10.119.89250.7712/29/2014
ESVEnsco PLC33.88.8836.912/04/2014
NENoble Corp plc17.998.3425.202/12/2015
FTRFrontier Communications Corp7.055.67362.4212/10/2014
CTLCenturyLink Inc40.775.3N/A2/27/2015
TAT&T Inc35.385.253.1301/07/2015
IRMIron Mountain Inc38.015213.9112/03/2014
HCPHCP Inc44.84.87106.9202/05/2015
MATMattel Inc31.554.8255.22/17/2015
FCXFreeport-McMoRan Inc26.854.6684.821/15/2015
PMPhilip Morris International Inc86.934.668.0712/23/2014
HCNHealth Care REIT Inc73.664.483110.7702/05/2015
PBCTPeople's United Financial Inc14.784.4787.671/28/2015
TETECO Energy Inc19.834.4496.662/13/2015
SOSouthern Co/The47.434.43107.3602/05/2015
COPConocoPhillips66.074.4241.6602/12/2015
WMBWilliams Cos Inc/The51.754.41222.6212/10/2014
OKEONEOK Inc54.164.36117.51/28/2015
VZVerizon Communications Inc50.594.3551.7301/07/2015
KMIKinder Morgan Inc/DE41.354.26138.481/30/2015
PCLPlum Creek Timber Co Inc41.684.22135.5102/11/2015
PPLPPL Corp35.534.1979.7912/08/2014
MOAltria Group Inc50.264.1481.2112/22/2014
RAIReynolds American Inc65.914.0679.112/10/2014
VTRVentas Inc71.554.05164.0612/17/2014
EDConsolidated Edison Inc63.153.9967.8902/09/2015
CNPCenterPoint Energy Inc23.943.97114.152/17/2015
ETREntergy Corp83.93.9683.1102/09/2015
HPHelmerich & Payne Inc69.553.9537.522/13/2015
DUKDuke Energy Corp80.93.9382.3802/11/2015
CVXChevron Corp108.873.9334.892/18/2015
POMPepco Holdings Inc27.53.93245.4512/08/2014
SESpectra Energy Corp37.883.9180.5602/04/2015
FEFirstEnergy Corp36.883.9245.2302/04/2015
LOLorillard Inc63.143.969.922/25/2015
DRIDarden Restaurants Inc56.993.86157.3701/09/2015
AEEAmeren Corp43.113.875.8112/08/2014
KIMKimco Realty Corp25.453.77174.4812/30/2014
PNWPinnacle West Capital Corp63.233.7660.311/29/2015
GASAGL Resources Inc52.313.7570.9302/12/2015
TEGIntegrys Energy Group Inc72.843.7361.842/27/2015
AEPAmerican Electric Power Co Inc57.553.6864.4602/10/2015
SCGSCANA Corp57.033.6860.312/08/2014
COHCoach Inc37.123.6447.8812/03/2014
PCGPG&E Corp50.53.6100.6112/30/2014
OXYOccidental Petroleum Corp79.773.634.8412/08/2014
LYBLyondellBasell Industries NV78.863.5529.303/05/2015
XELXcel Energy Inc33.943.5458.4312/23/2014
PEGPublic Service Enterprise Group Inc41.783.5458.5712/08/2014
MCDMcDonald's Corp96.813.5155.762/27/2015
GMEGameStop Corp37.813.4937.2103/05/2015
CINFCincinnati Financial Corp50.953.4552.2212/15/2014
DOWDow Chemical Co/The48.673.4534.1412/29/2014
EXCExelon Corp36.173.4373.552/17/2015
SPLSStaples Inc14.063.4144.2612/24/2014
DTEDTE Energy Co81.463.3968.5312/18/2014
WYNNWynn Resorts Ltd178.613.3696.592/13/2015
GRMNGarmin Ltd57.33.3557.4412/11/2014
PFEPfizer Inc31.153.3457.6802/04/2015
GEGeneral Electric Co26.493.3253.1112/24/2014
DDominion Resources Inc/VA72.553.3172.8803/04/2015
MACMacerich Co/The79.083.29252.352/18/2015
CMSCMS Energy Corp33.13.2659.6902/11/2015
PAYXPaychex Inc47.413.2181.371/30/2015
CACA Inc31.153.2150.392/17/2015
FFord Motor Co15.733.18221/28/2015
WECWisconsin Energy Corp49.43.1656.9602/11/2015
MCHPMicrochip Technology Inc45.153.1671.142/18/2015
LMTLockheed Martin Corp191.563.13522/25/2015
PLDPrologis Inc42.283.12288.8212/18/2014
GISGeneral Mills Inc52.753.1153.4101/09/2015
NUNortheast Utilities50.643.158.8712/09/2014
WMWaste Management Inc48.733.08696.9412/03/2014
XOMExxon Mobil Corp90.543.0534.3102/05/2015
PBIPitney Bowes Inc24.623.0562.6402/11/2015
PSAPublic Storage187.632.98105.0212/11/2014
MRKMerck & Co Inc60.42.98116.5312/11/2014
SYYSysco Corp40.262.9872.3112/30/2014
KKellogg Co66.252.9636.162/27/2015
EMREmerson Electric Co63.752.9556.362/18/2015
CVCCablevision Systems Corp20.322.95122.8603/12/2015
LEGLeggett & Platt Inc42.092.9489.9912/11/2014
HASHasbro Inc59.22.9172.881/30/2015
CLXClorox Co/The101.622.9166.161/26/2015
MROMarathon Oil Corp28.922.931.862/17/2015
MURMurphy Oil Corp48.422.8926.472/13/2015
AVBAvalonBay Communities Inc160.792.89932.9412/29/2014
LLYEli Lilly & Co68.122.8844.892/13/2015
SPGSimon Property Group Inc180.82.88111.9602/11/2015
KMBKimberly-Clark Corp116.592.8858.0812/03/2014
PGProcter & Gamble Co/The90.432.85611/21/2015
BAXBaxter International Inc732.8549.712/03/2014
EQREquity Residential70.842.82N/A12/18/2014
AIVApartment Investment & Management Co37.252.7931414.2702/11/2015
NEENextEra Energy Inc104.392.7865.112/25/2015
NUENucor Corp53.632.7696.7412/30/2014
CPBCampbell Soup Co45.282.7650.8801/08/2015
CAGConAgra Foods Inc36.522.74140.91/28/2015

TransOcean sinking fast….

I often mention that looking at dividend yield only provides a starting point. Imagine being someone who owned RIG a year ago and now holds the top paying spot in our monthly ranking. You’d still have a tough time to find a shareholder that’s been happy with holding the stock over the past year.

 

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What do you think about RIG?

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