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A few days late, but it’s that time of the month again. We’re starting to see a bit more volatility which always provides a few more investing and trading options. 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.
Here is the list!
| Ticker | Name | Price | Dividend Yield | Payout Ratio | Ex-Dvd |
|---|---|---|---|---|---|
| DO | Diamond Offshore Drilling Inc | 33 | 10.62 | 88.69 | 10/30/2014 |
| RIG | Transocean Ltd | 30.15 | 9.95 | 63.79 | 11/12/2014 |
| WIN | Windstream Holdings Inc | 10.94 | 9.14 | 250.77 | 12/31/2014 |
| ESV | Ensco PLC | 38.26 | 7.84 | 36.9 | 12/11/2014 |
| NE | Noble Corp plc | 20.24 | 7.41 | 25.2 | 11/13/2014 |
| FTR | Frontier Communications Corp | 6.44 | 6.21 | 362.42 | 12/09/2014 |
| IRM | Iron Mountain Inc | 33.1 | 5.74 | 213.91 | 12/24/2014 |
| HCP | HCP Inc | 40.1 | 5.44 | 106.92 | 11/06/2014 |
| CTL | CenturyLink Inc | 41 | 5.27 | #VALUE! | 12/04/2014 |
| T | AT&T Inc | 35.36 | 5.2 | 53.13 | 10/08/2014 |
| HCN | Health Care REIT Inc | 62.78 | 5.07 | 3110.77 | 11/06/2014 |
| TE | TECO Energy Inc | 17.75 | 4.96 | 96.66 | 11/10/2014 |
| MAT | Mattel Inc | 31.775 | 4.78 | 55.2 | 11/24/2014 |
| SO | Southern Co/The | 44.14 | 4.76 | 107.36 | 11/06/2014 |
| PM | Philip Morris International Inc | 84.51 | 4.73 | 68.07 | 12/23/2014 |
| VTR | Ventas Inc | 62.74 | 4.62 | 164.06 | 12/17/2014 |
| PBCT | People's United Financial Inc | 14.46 | 4.56 | 87.67 | 10/29/2014 |
| RAI | Reynolds American Inc | 59.44 | 4.51 | 79.1 | 12/10/2014 |
| MO | Altria Group Inc | 46.19 | 4.5 | 81.21 | 12/22/2014 |
| PCL | Plum Creek Timber Co Inc | 39.22 | 4.49 | 135.51 | 11/12/2014 |
| PPL | PPL Corp | 33.48 | 4.45 | 79.79 | 12/09/2014 |
| KMI | Kinder Morgan Inc/DE | 38.86 | 4.43 | 138.48 | 10/31/2014 |
| VZ | Verizon Communications Inc | 49.71 | 4.42 | 51.73 | 10/08/2014 |
| ED | Consolidated Edison Inc | 57.03 | 4.42 | 67.89 | 11/10/2014 |
| SCG | SCANA Corp | 48.52 | 4.33 | 60.3 | 12/10/2014 |
| FE | FirstEnergy Corp | 33.49 | 4.3 | 245.23 | 02/04/2015 |
| ETR | Entergy Corp | 77.82 | 4.27 | 83.11 | 11/10/2014 |
| DRI | Darden Restaurants Inc | 51.59 | 4.26 | 157.37 | 10/08/2014 |
| DUK | Duke Energy Corp | 75.17 | 4.23 | 82.38 | 11/12/2014 |
| TEG | Integrys Energy Group Inc | 65.62 | 4.15 | 61.84 | 11/28/2014 |
| AEE | Ameren Corp | 38.89 | 4.11 | 75.81 | 12/08/2014 |
| KIM | Kimco Realty Corp | 21.96 | 4.1 | 174.48 | 12/29/2014 |
| PNW | Pinnacle West Capital Corp | 55.53 | 4.09 | 60.31 | 10/30/2014 |
| LO | Lorillard Inc | 60.27 | 4.08 | 69.92 | 11/26/2014 |
| POM | Pepco Holdings Inc | 26.79 | 4.03 | 245.45 | 12/12/2014 |
| SPLS | Staples Inc | 11.955 | 4.02 | 44.26 | 12/24/2014 |
| PCG | PG&E Corp | 45.5 | 4 | 100.61 | 12/30/2014 |
| PEG | Public Service Enterprise Group Inc | 37.26 | 3.97 | 58.57 | 12/05/2014 |
| XEL | Xcel Energy Inc | 30.61 | 3.92 | 58.43 | 12/23/2014 |
| COP | ConocoPhillips | 74.77 | 3.91 | 41.66 | 10/09/2014 |
| FCX | Freeport-McMoRan Inc | 32.32 | 3.87 | 84.82 | 10/10/2014 |
| MAC | Macerich Co/The | 64.32 | 3.86 | 252.35 | 11/12/2014 |
| COH | Coach Inc | 35.11 | 3.85 | 47.88 | 12/05/2014 |
| CNP | CenterPoint Energy Inc | 24.73 | 3.84 | 114.15 | 11/14/2014 |
| GAS | AGL Resources Inc | 51.26 | 3.82 | 70.93 | 11/19/2014 |
| GRMN | Garmin Ltd | 50.45 | 3.81 | 57.44 | 12/11/2014 |
| AEP | American Electric Power Co Inc | 52.87 | 3.78 | 64.46 | 11/10/2014 |
| KRFT | Kraft Foods Group Inc | 56.3 | 3.73 | 45.05 | 10/13/2014 |
| CINF | Cincinnati Financial Corp | 47.63 | 3.7 | 52.22 | 12/15/2014 |
| CVX | Chevron Corp | 117.71 | 3.67 | 34.89 | 11/19/2014 |
| CA | CA Inc | 27.46 | 3.64 | 50.39 | 11/18/2014 |
| CMS | CMS Energy Corp | 29.99 | 3.6 | 59.69 | 11/05/2014 |
| DTE | DTE Energy Co | 76.87 | 3.59 | 68.53 | 12/18/2014 |
| MCD | McDonald's Corp | 94.86 | 3.58 | 55.76 | 11/26/2014 |
| OKE | ONEOK Inc | 64.25 | 3.58 | 117.5 | 11/05/2014 |
| WEC | Wisconsin Energy Corp | 43.81 | 3.56 | 56.96 | 11/12/2014 |
| PFE | Pfizer Inc | 29.22 | 3.56 | 57.68 | 11/05/2014 |
| EXC | Exelon Corp | 34.88 | 3.56 | 73.55 | 11/17/2014 |
| LEG | Leggett & Platt Inc | 34.99 | 3.54 | 87.71 | 12/10/2014 |
| PLD | Prologis Inc | 37.63 | 3.51 | 288.82 | 12/18/2014 |
| GE | General Electric Co | 25.4 | 3.46 | 53.11 | 12/24/2014 |
| NU | Northeast Utilities | 45.55 | 3.45 | 58.87 | 12/09/2014 |
| F | Ford Motor Co | 14.59 | 3.43 | 22 | 10/28/2014 |
| PAYX | Paychex Inc | 44.32 | 3.43 | 81.37 | 10/31/2014 |
| D | Dominion Resources Inc/VA | 70.04 | 3.43 | 72.88 | 12/03/2014 |
| CVC | Cablevision Systems Corp | 17.77 | 3.42 | 122.86 | 11/13/2014 |
| SE | Spectra Energy Corp | 39.26 | 3.41 | 80.56 | 11/12/2014 |
| LMT | Lockheed Martin Corp | 178.34 | 3.36 | 52 | 11/26/2014 |
| PSA | Public Storage | 167.6 | 3.34 | 105.02 | 12/08/2014 |
| GME | GameStop Corp | 40.46 | 3.26 | 37.21 | 11/28/2014 |
| AVB | AvalonBay Communities Inc | 142.69 | 3.26 | 932.94 | 12/30/2014 |
| GIS | General Mills Inc | 50.47 | 3.25 | 53.41 | 10/08/2014 |
| AIV | Apartment Investment & Management Co | 32.22 | 3.24 | 31414.27 | 11/12/2014 |
| K | Kellogg Co | 61.19 | 3.2 | 36.16 | 11/28/2014 |
| EQR | Equity Residential | 62.61 | 3.19 | #VALUE! | 12/18/2014 |
| WM | Waste Management Inc | 47.6 | 3.15 | 696.94 | 11/28/2014 |
| SPG | Simon Property Group Inc | 165.81 | 3.14 | 111.96 | 11/10/2014 |
| KMB | Kimberly-Clark Corp | 107.7 | 3.12 | 58.08 | 12/03/2014 |
| ADI | Analog Devices Inc | 47.58 | 3.1 | 60.32 | 12/03/2014 |
| HAS | Hasbro Inc | 55.42 | 3.1 | 72.88 | 10/30/2014 |
| MCHP | Microchip Technology Inc | 46.13 | 3.09 | 71.14 | 11/18/2014 |
| SYY | Sysco Corp | 37.7 | 3.08 | 72.31 | 01/07/2015 |
| WU | Western Union Co/The | 16.24 | 3.08 | 34.72 | 12/18/2014 |
| PBI | Pitney Bowes Inc | 24.38 | 3.08 | 62.64 | 11/12/2014 |
| NEE | NextEra Energy Inc | 94.23 | 3.08 | 65.11 | 11/26/2014 |
| STX | Seagate Technology PLC | 56.08 | 3.07 | 35.85 | 11/03/2014 |
| CLX | Clorox Co/The | 96.47 | 3.07 | 66.16 | 10/27/2014 |
| PG | Procter & Gamble Co/The | 83.79 | 3.07 | 61 | 10/15/2014 |
| CSCO | Cisco Systems Inc | 25.31 | 3.01 | 47.85 | 01/02/2015 |
| OXY | Occidental Petroleum Corp | 95.96 | 3 | 34.84 | 12/08/2014 |
| CAG | ConAgra Foods Inc | 33.33 | 3 | 140.9 | 10/29/2014 |
| LLY | Eli Lilly & Co | 65.67 | 2.98 | 44.89 | 11/14/2014 |
| CPB | Campbell Soup Co | 42.45 | 2.94 | 50.88 | 10/08/2014 |
| MRK | Merck & Co Inc | 59.9 | 2.94 | 116.53 | 12/11/2014 |
| VNO | Vornado Realty Trust | 99.82 | 2.93 | #VALUE! | 11/05/2014 |
| NUE | Nucor Corp | 51.98 | 2.85 | 96.74 | 12/30/2014 |
| BMY | Bristol-Myers Squibb Co | 50.85 | 2.84 | 90.44 | 01/07/2015 |
| WYNN | Wynn Resorts Ltd | 182.28 | 2.74 | 96.59 | 11/07/2014 |
| MWV | MeadWestvaco Corp | 41.36 | 2.42 | 55.31 | 11/25/2014 |
| CME | CME Group Inc/IL | 80.95 | 2.32 | 151.06 | 12/05/2014 |
It’s Not All About Yield
Of course, as I always mention, dividend yield is one criteria and Diamond Offshore Drilling Inc (DDO) is a great example of that fact. Yes, it has a solid 10% dividend yield but look at the trajectory of its earnings, revenues and dividends:
oh and the stock price hasn’t been doing too well either:
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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