Top 100 Dividend Stocks – August 2014 Edition – WIN A Winner?

By: ispeculatornew
Date posted: 08.05.2014 (3:00 am) | Write a Comment  (0 Comments)

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kyoto-bambooIt’s that time of the month again. Things are always slower in the summer in terms of news, dividend increases, etc. There are still some great opportunities out there and I’m always on the lookout for ways to improve my Ultimate Sustainable Dividend portfolio. Why? Because it’s a key part of increasing my monthly passive income (see last update here). There is no “perfect” stock of course. The market is fairly efficient so it’s all about finding high quality stocks that are a good match for my portfolio and provide a good potential/downside risk ratio. Obviously, yield is just one criteria but it’s an important one and for that reason, looking at the top large cap stocks in terms of dividend payout is a great way for me to get started.

A Rare Event At The Top Of these Rankings

You might remember that in the past few months, we’ve often had Winstream Holdings (WIN) at the very top in terms of yield. It has retained that position but the yield decreased a bit after WIN shot up following very solid earnings. Take a look at this chart:

WIN Chart

WIN data by YCharts

Here is the list!

TickerNamePriceDividend YieldPayout RatioEx-Dvd Date
WINWindstream Holdings Inc11.468.73250.779/26/2014
DODiamond Offshore Drilling Inc46.797.4788.698/4/2014
RIGTransocean Ltd40.347.4463.798/20/2014
FTRFrontier Communications Corp6.556.11362.429/10/2014
ESVEnsco PLC50.655.9236.99/11/2014
CTLCenturyLink Inc39.245.5N/A9/4/2014
HCPHCP Inc41.535.25106.928/7/2014
TAT&T Inc35.595.1753.1310/8/2014
TETECO Energy Inc17.465.0496.668/12/2014
HCNHealth Care REIT Inc63.6353110.778/7/2014
SOSouthern Co/The43.294.85107.3611/6/2014
RAIReynolds American Inc55.854.879.19/8/2014
KMIKinder Morgan Inc/DE35.984.78138.4810/31/2014
NENoble Corp plc31.374.7825.28/8/2014
MOAltria Group Inc40.64.7381.439/15/2014
DRIDarden Restaurants Inc46.754.71157.3710/10/2014
FEFirstEnergy Corp31.214.61245.238/5/2014
PMPhilip Morris International Inc82.014.5868.079/23/2014
VTRVentas Inc63.54.57164.069/11/2014
ETREntergy Corp72.834.5683.118/12/2014
PBCTPeople's United Financial Inc14.524.5587.6710/29/2014
PPLPPL Corp32.994.5279.799/9/2014
EDConsolidated Edison Inc56.094.4967.898/11/2014
DUKDuke Energy Corp72.134.4182.388/13/2014
MATMattel Inc35.4254.2955.28/25/2014
PCLPlum Creek Timber Co Inc41.374.25135.518/13/2014
PNWPinnacle West Capital Corp53.494.2460.3110/30/2014
PEGPublic Service Enterprise Group Inc35.174.2158.579/3/2014
VZVerizon Communications Inc50.424.251.7310/8/2014
AEEAmeren Corp38.454.1675.819/8/2014
TEGIntegrys Energy Group Inc65.564.1561.888/27/2014
SPLSStaples Inc11.594.1444.269/24/2014
SCGSCANA Corp50.884.1360.39/8/2014
PCGPG&E Corp44.674.08100.6110/3/2014
LOLorillard Inc60.484.0769.928/27/2014
KIMKimco Realty Corp22.384.02174.4812/29/2014
POMPepco Holdings Inc26.854.02245.459/8/2014
EXCExelon Corp31.083.9973.558/13/2014
WMBWilliams Cos Inc/The56.633.95222.629/10/2014
KRFTKraft Foods Group Inc53.5853.9245.059/26/2014
COHCoach Inc34.563.9133.739/10/2014
CNPCenterPoint Energy Inc24.323.91114.158/13/2014
XELXcel Energy Inc30.83.958.439/23/2014
AEPAmerican Electric Power Co Inc51.993.8564.128/6/2014
CINFCincinnati Financial Corp46.023.8252.229/15/2014
MACMacerich Co/The65.013.82252.358/18/2014
GASAGL Resources Inc51.643.870.938/13/2014
DTEDTE Energy Co73.823.7468.539/11/2014
CMSCMS Energy Corp28.933.7359.6911/5/2014
PAYXPaychex Inc41.013.7181.3710/31/2014
HSTHost Hotels & Resorts Inc21.743.68169.529/26/2014
LEGLeggett & Platt Inc32.83.6687.719/12/2014
PFEPfizer Inc28.73.6257.6811/5/2014
NUNortheast Utilities43.93.5859.459/11/2014
WECWisconsin Energy Corp43.583.5856.968/12/2014
OKEONEOK Inc64.433.57117.511/5/2014
DDominion Resources Inc/VA67.643.5572.888/27/2014
GMGeneral Motors Co33.823.5509/12/2014
COPConocoPhillips82.53.5441.6610/16/2014
GEGeneral Electric Co25.153.553.119/18/2014
NAVINavient Corp17.23.49N/A9/3/2014
TGTTarget Corp59.593.4953.328/18/2014
GRMNGarmin Ltd55.043.4957.449/11/2014
CACA Inc28.883.4650.398/19/2014
HASHasbro Inc49.963.4472.881/30/2015
MCDMcDonald's Corp94.563.4355.768/28/2014
CLXClorox Co/The86.873.4160.0610/20/2014
FCXFreeport-McMoRan Inc37.223.3684.8210/16/2014
WMWaste Management Inc44.893.34696.949/5/2014
PGProcter & Gamble Co/The77.323.3358.8210/15/2014
CAGConAgra Foods Inc30.133.32140.910/29/2014
CVXChevron Corp129.243.3134.898/15/2014
KKellogg Co59.833.2836.168/28/2014
GISGeneral Mills Inc50.153.2753.4110/10/2014
SESpectra Energy Corp40.923.2780.568/8/2014
PSAPublic Storage171.613.26105.029/11/2014
SYYSysco Corp35.693.2565.9910/8/2014
PLDPrologis Inc40.813.23288.829/11/2014
KMBKimberly-Clark Corp103.873.2358.089/3/2014
IRMIron Mountain Inc33.513.22213.919/24/2014
ABBVAbbVie Inc52.343.2176.9910/15/2014
LLYEli Lilly & Co61.063.2144.898/13/2014
LMTLockheed Martin Corp166.973.19528/28/2014
MCHPMicrochip Technology Inc45.023.1671.148/19/2014
GMEGameStop Corp41.973.1537.218/28/2014
AVBAvalonBay Communities Inc148.083.13932.949/30/2014
CVCCablevision Systems Corp19.223.12122.868/13/2014
KOCoca-Cola Co/The39.293.1157.859/11/2014
MRKMerck & Co Inc56.743.1116.539/11/2014
EQREquity Residential64.653.09N/A9/18/2014
SPGSimon Property Group Inc168.193.09111.968/13/2014
NEENextEra Energy Inc93.893.0965.118/27/2014
AIVApartment Investment & Management Co34.183.0431414.278/13/2014
CSCOCisco Systems Inc25.233.0133.169/30/2014
CPBCampbell Soup Co41.59352.8710/9/2014
ADIAnalog Devices Inc49.632.9860.328/27/2014
AVYAvery Dennison Corp47.212.9745.858/29/2014
PEPPepsiCo Inc88.12.9751.29/3/2014
NUENucor Corp50.222.9596.749/30/2014
IPInternational Paper Co47.52.9541.058/13/2014

It’s Not All About Yield

Of course, as I always mention, dividend yield is one criteria but there’s a lot more involved here and finding a stock with strong overall fundamentals is key. I generally try to get stocks that respect the 7-7-7 rule. That is 7% of 5 year growth in dividends, earnings and sales.  If I remove those with a payout ratio over 80%, I get very few results:

TickerName
ESVEnsco PLC
INTCIntel Corp
NENoble Corp plc
CVXChevron Corp
LOLorillard Inc
COHCoach Inc
SPGSimon Property Group Inc

I will be writing more about these names soon in our free mailing list, join now if you have not done so yet:

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