Top 100 Dividend Stocks – September 2014 Edition – WIN Remains On Top

By: ispeculatornew
Date posted: 09.03.2014 (3:41 am) | Write a Comment  (0 Comments)

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maldivesIt’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.

WIN Takes A (small) Step Back

WIN continues to look very solid although it did take a slight step back in the past few weeks. Take a look at this chart:

WIN Chart

WIN data by YCharts

Here is the list!

TickerNamePriceDividend YieldPayout RatioEx-DVD
WINWindstream Holdings Inc11.059.05250.779/26/2014
DODiamond Offshore Drilling Inc42.968.1588.6910/30/2014
RIGTransocean Ltd37.987.963.7911/12/2014
ESVEnsco PLC48.936.1336.99/4/2014
FTRFrontier Communications Corp6.795.89362.429/10/2014
NENoble Corp plc27.475.4625.211/6/2014
CTLCenturyLink Inc40.865.29#VALUE!12/4/2014
TAT&T Inc34.845.2853.1310/8/2014
HCPHCP Inc43.095.06106.9211/6/2014
TETECO Energy Inc17.844.9396.6611/10/2014
MOAltria Group Inc43.194.8281.439/11/2014
SOSouthern Co/The43.84.79107.3611/6/2014
HCNHealth Care REIT Inc67.264.733110.7711/6/2014
DRIDarden Restaurants Inc47.754.61157.3710/10/2014
RAIReynolds American Inc59.084.5479.19/8/2014
VTRVentas Inc65.414.43164.069/10/2014
EDConsolidated Edison Inc57.164.4167.8911/10/2014
PMPhilip Morris International Inc85.494.468.079/23/2014
MATMattel Inc34.584.455.211/24/2014
PBCTPeople's United Financial Inc15.044.3987.6710/29/2014
ETREntergy Corp76.384.3583.1111/10/2014
PPLPPL Corp34.274.3579.799/8/2014
PCLPlum Creek Timber Co Inc40.584.34135.5111/12/2014
DUKDuke Energy Corp73.454.3382.3811/12/2014
KMIKinder Morgan Inc/DE39.864.31138.4810/31/2014
FEFirstEnergy Corp33.694.27245.2311/7/2014
VZVerizon Communications Inc49.774.2651.7310/8/2014
LOLorillard Inc59.524.1369.9211/26/2014
SCGSCANA Corp51.324.0960.39/8/2014
AEEAmeren Corp39.344.0775.819/8/2014
TEGIntegrys Energy Group Inc66.974.0661.8811/28/2014
PEGPublic Service Enterprise Group Inc36.584.0558.579/3/2014
PNWPinnacle West Capital Corp56.154.0460.3110/30/2014
POMPepco Holdings Inc27.533.92245.459/8/2014
PCGPG&E Corp47.293.85100.6110/3/2014
CNPCenterPoint Energy Inc24.743.84114.1511/14/2014
KIMKimco Realty Corp23.533.82174.4810/1/2014
SPLSStaples Inc12.633.844.269/24/2014
MACMacerich Co/The65.523.79252.3511/12/2014
XELXcel Energy Inc31.693.7958.439/16/2014
AEPAmerican Electric Power Co Inc52.883.7864.4611/10/2014
EXCExelon Corp32.833.7873.5511/17/2014
WMBWilliams Cos Inc/The59.293.78222.629/10/2014
GASAGL Resources Inc53.13.6970.9311/19/2014
COHCoach Inc36.753.6747.889/5/2014
CINFCincinnati Financial Corp48.283.6552.229/15/2014
PAYXPaychex Inc41.93.6381.3710/31/2014
KRFTKraft Foods Group Inc58.553.5945.059/26/2014
CMSCMS Energy Corp30.243.5759.6911/5/2014
DTEDTE Energy Co77.423.5668.539/11/2014
GRMNGarmin Ltd53.923.5657.449/11/2014
PFEPfizer Inc29.263.5557.6811/5/2014
FCXFreeport-McMoRan Inc35.493.5284.8210/16/2014
LEGLeggett & Platt Inc35.393.5187.719/11/2014
HSTHost Hotels & Resorts Inc22.833.5169.529/26/2014
WECWisconsin Energy Corp44.73.4956.9611/12/2014
CACA Inc28.653.4950.3911/18/2014
MCDMcDonald's Corp92.83.4955.7611/28/2014
TGTTarget Corp60.193.4653.3211/14/2014
NUNortheast Utilities45.443.4659.459/11/2014
DDominion Resources Inc/VA69.473.4572.8812/3/2014
GMGeneral Motors Co34.83.4509/8/2014
WYWeyerhaeuser Co33.993.4184.9511/5/2014
GEGeneral Electric Co25.853.453.119/18/2014
CVXChevron Corp127.543.3634.8911/19/2014
CLXClorox Co/The88.663.3466.1610/20/2014
NAVINavient Corp17.983.34#VALUE!9/10/2014
OKEONEOK Inc70.233.28117.511/5/2014
HASHasbro Inc52.6653.2772.8810/30/2014
CVCCablevision Systems Corp18.523.24122.8611/13/2014
PLDPrologis Inc40.913.23288.829/11/2014
SESpectra Energy Corp41.723.2180.5611/12/2014
PSAPublic Storage175.33.19105.029/11/2014
WMWaste Management Inc47.263.17696.949/3/2014
CAGConAgra Foods Inc32.113.11140.910/29/2014
KMBKimberly-Clark Corp1083.1158.089/3/2014
PGProcter & Gamble Co/The82.983.16110/15/2014
LLYEli Lilly & Co63.683.0844.8911/14/2014
GISGeneral Mills Inc53.363.0753.4110/10/2014
SPGSimon Property Group Inc170.123.06111.9611/10/2014
LMTLockheed Martin Corp173.83.065211/27/2014
ABBVAbbVie Inc55.073.0576.9910/15/2014
CSCOCisco Systems Inc24.883.0547.999/30/2014
SYYSysco Corp38.23.0472.3110/1/2014
KKellogg Co64.793.0336.1611/28/2014
EQREquity Residential66.33.02#VALUE!9/18/2014
GMEGameStop Corp43.753.0237.2111/28/2014
AVBAvalonBay Communities Inc154.153.01932.949/30/2014
AIVApartment Investment & Management Co34.523.0131414.2711/12/2014
IRMIron Mountain Inc36.092.99213.919/24/2014
NEENextEra Energy Inc97.232.9865.1111/26/2014
MRKMerck & Co Inc59.792.94116.539/11/2014
KOCoca-Cola Co/The41.642.9357.859/11/2014
MCHPMicrochip Technology Inc48.7752.9271.1411/18/2014
ADIAnalog Devices Inc50.622.9260.329/3/2014
AVYAvery Dennison Corp48.152.9145.8512/1/2014
IPInternational Paper Co48.462.8941.0511/14/2014
DEDeere & Co83.772.8721.139/26/2014
DDEI du Pont de Nemours & Co65.832.8658.8211/14/2014

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% and a dividend yield over 3%, I get very few results but these are clearly high potential stocks:

TickerNamePriceDividend YieldPayout RatioEx-DVDEPS 5Y GrowthDVD 5Y GrowthSales 5Y Growth
NENoble Corp plc27.475.4625.211/6/201424.6345.059.14
NUNortheast Utilities45.443.4659.459/11/201432.5410.448.7
CVXChevron Corp127.543.3634.8911/19/201446.259.59.6

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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