At the beginning of each month, I produce a recap of the dividend yield and ex dividend dates of the TSX 60. In addition to this recap, I decided to briefly cover the result of my Best 2013 Dividend Stock Book. This book includes 30 stock analyses (20 US and 10 CDN) for only $2.99. So far, my results are:
20 US Dividend Stocks: +19.67% (beating the index by 6.26%)
10 CDN Dividend Stocks: +6.34% (beating the index by 1.81%)
If you want to read more, just continue past the TSX 60 Dividend Yield & Ex-Dividend Date charts…
TSX 60 Dividend Yield & Ex-Dividend Date
Ticker Name Price Dividend Yield Payout Ratio Ex-Dividend Date
PWT Penn West Petroleum Ltd 10.6 10.19 294.25 6/26/2013
TA TransAlta Corp 14.81 7.83 N/A 8/28/2013
CPG Crescent Point Energy Corp 37.54 7.35 488.53 6/26/2013
COS Canadian Oil Sands Ltd 20.07 6.98 66.67 8/21/2013
ERF Enerplus Corp 16.17 6.68 N/A 7/8/2013
BCE BCE Inc 46.59 5 65.51 6/12/2013
CM Canadian Imperial Bank of Commerce/Canada 78.35 4.9 46.33 6/26/2013
BMO Bank of Montreal 61.37 4.82 45.74 7/30/2013
SLF Sun Life Financial Inc 30.36 4.74 61.12 8/26/2013
NA National Bank of Canada 76.29 4.56 32.81 6/18/2013
IMG IAMGOLD Corp 5.43 4.55 28.1 6/26/2013
SJR/B Shaw Communications Inc 23.11 4.41 47.55 6/12/2013
ECA Encana Corp 19.77 4.19 N/A 6/12/2013
ARX ARC Resources Ltd 28.7 4.18 256.75 6/26/2013
HSE Husky Energy Inc 29.29 4.1 59.73 8/19/2013
RY Royal Bank of Canada 61.53 4.1 50.32 7/23/2013
BNS Bank of Nova Scotia 59.04 4.07 41.39 6/27/2013
POW Power Corp of Canada 29.1 3.99 64.18 6/5/2013
TRP TransCanada Corp 47.56 3.87 95.52 6/26/2013
TRI Thomson Reuters Corp 34.5 3.86 51.28 8/23/2013
TD Toronto-Dominion Bank/The 83.99 3.86 42.47 7/5/2013
ABX Barrick Gold Corp 21.78 3.81 N/A 8/30/2013
T TELUS Corp 36.11 3.77 60.35 6/6/2013
FTS Fortis Inc/Canada 33.01 3.76 86.19 8/14/2013
RCI/B Rogers Communications Inc 47 3.7 47.35 6/12/2013
POT Potash Corp of Saskatchewan Inc 43.85 3.3 28.96 7/10/2013
TCK/B Teck Resources Ltd 27.69 3.25 61.37 6/12/2013
MFC Manulife Financial Corp 16.42 3.17 61.95 8/16/2013
CVE Cenovus Energy Inc 31.04 3.12 66.97 6/12/2013
ENB Enbridge Inc 44.97 2.8 146.72 8/13/2013
AEM Agnico Eagle Mines Ltd 33.7 2.69 56.18 8/28/2013
SU Suncor Energy Inc 31.45 2.54 27.76 8/29/2013
SC Shoppers Drug Mart Corp 45.28 2.52 36.12 6/26/2013
K Kinross Gold Corp 6.8 2.42 N/A 9/18/2013
TLM Talisman Energy Inc 12.13 2.25 225.2 9/5/2013
SNC SNC-Lavalin Group Inc 40.83 2.25 43 8/16/2013
YRI Yamana Gold Inc 12.22 2.2 40.7 6/26/2013
AGU Agrium Inc 95.86 2.17 10.31 6/26/2013
BBD/B Bombardier Inc 4.7 2.16 31.66 6/12/2013
SLW Silver Wheaton Corp 24.59 2 21.13 9/18/2013
WN George Weston Ltd 83.37 1.99 62.44 6/12/2013
G Goldcorp Inc 30.77 1.98 25.04 6/11/2013
L Loblaw Cos Ltd 49.7 1.93 36.8 6/12/2013
MG Magna International Inc 69.14 1.92 17.59 8/28/2013
THI Tim Hortons Inc 55.16 1.89 32.35 8/22/2013
CCO Cameco Corp 22.54 1.77 59.42 6/26/2013
BAM/A Brookfield Asset Management Inc 36.56 1.7 27.21 7/30/2013
CTC/A Canadian Tire Corp Ltd 83.3 1.68 20.39 7/29/2013
ELD Eldorado Gold Corp 8.38 1.67 33.85 8/7/2013
SAP Saputo Inc 50.68 1.66 38.61 7/11/2013
CNR Canadian National Railway Co 105.21 1.63 24.33 6/5/2013
CNQ Canadian Natural Resources Ltd 30.9 1.62 24.35 6/12/2013
MRU Metro Inc 69.41 1.44 17.65 8/23/2013
FM First Quantum Minerals Ltd 18.56 1.24 5.03 8/27/2013
IMO Imperial Oil Ltd 40.49 1.19 10.83 8/28/2013
CP Canadian Pacific Railway Ltd 137.84 1.02 47.93 6/26/2013
GIL Gildan Activewear Inc 42.9 0.85 24.55 8/13/2013
VRX Valeant Pharmaceuticals International Inc 95.39 N/A N/A N/A
CCT Catamaran Corp 50.86 N/A 0 N/A
BB Research In Motion Ltd 14.45 N/A N/A N/A
Best 2013 Dividend Stocks Results
At the beginning of the year, I produced a list of Best dividend stocks for 2013 (click on the link to get my metrics and see the list). Out of this exhaustive list, I pulled out 30 stocks to be my “favorite” picks among these lists. They are not stock recommendations and I strongly suggest you do your own analysis and read the financial statements. This book is simply a compilation of my own stock analysis for 30 stocks that are being held in my portfolio or are on my watch list.
I’ve broken down the results per market:
Best 2013 US Dividend Stocks Results
Company Ticker YTD Current Div Yield
Abbott Laboratories ABT 11.97% 1.53%
Autoliv Inc ALV 16.42% 2.55%
CA Inc CA 24.25% 3.66%
Campbell Soup Co CPB 22.69% 2.71%
Chesapeake Utilities Corp CPK 16.62% 2.91%
Chevron Corp CVX 13.50% 3.26%
Darden Restaurants Inc DRI 14.92% 3.86%
General Mills Inc GIS 16.48% 3.23%
Heinz HNZ 25.44% 2.85%
Genuine Parts Co GPC 22.26% 2.77%
Intel Corp INTC 17.75% 3.71%
Johnson & Johnson JNJ 20.08% 3.14%
Kellogg Co K 11.09% 2.84%
Kimberly-Clark Corp KMB 14.68% 3.35%
Mattel Inc MAT 22.19% 3.22%
McDonald\'s Corp MCD 9.48% 3.19%
Microsoft Corp MSFT 30.58% 2.64%
Procter & Gamble Co/The PG 13.07% 3.13%
Safeway Inc SWY 27.19% 3.48%
Seagate Technology PLC STX 41.61% 3.53%
Walgreen Co WAG 29.05% 2.30%
Western Union Co/The WU 20.35% 3.05%
Wisconsin Energy Corp WEC 10.75% 3.33%
Average 19.67% 3.05%
VIG 13.41% 2.11%
Added Value 6.26% 0.94%
The average portfolio is showing an amazing return of 19.67% that is 6.26% over my benchmark (VIG with 13.41%). Oh! Did I mention that my portfolio also produced 1% more in dividend yield than VIG? ;-).
After such high returns over the first five months of the year, you may ask if there is still room in this list to make more money by the end of the year. I recently bought shares of McDonald’s (MCD) and the stock is only up by 9.48% which is below the benchmark. Since MCD has been trailing this so far this year, I think this is one of the stocks that could benefit from the present stock squeeze situation. Another interesting stock to consider from this list is Kellogg. While most food stocks jumped this year, Kellogg is another company trailing with an YTD performance of +11.09%. I’m pretty sure it can continue to grow in the upcoming months. As an example, Western Union (WU) has jumped by 10% last month after announcing strong revenue guidance for 2014.
If you want to learn more about those companies, you should buy my book for only $2.99:
Best 2013 Canadian Dividend Stocks Results
Company Ticker YTD Current Div Yield
Andrew Peller Ltd ADW/A 18.32% 3.01%
Royal Bank of Canada RY 3.39% 4.07%
National Bank of Canada NA -1.15% 4.57%
Calian Technologies Ltd CTY -3.87% 5.56%
Emera Inc EMA 1.61% 3.96%
Power Corporation POW 15.05% 3.96%
Evertz Technologies Ltd ET -3.77% 4.20%
Black Diamond Group Ltd BDI 18.75% 3.53%
TELUS Corp T 10.93% 3.77%
Rogers Communications Inc RCI/B 4.09% 3.70%
Average 6.34% 4.03%
XDV 4.53% 4.19%
Added Value 1.81% -0.16%
I continue to offer strong performances on both the US and Canadian stock markets. The Canadian stock list is beating its benchmark by 1.81% (6.34% vs 4.53% for XDV). BTI is now showing a 18.75% YTD return and raised its dividend back in March by 17%. I would expect a better performance of my banking stocks National Bank (NA) and Royal Bank (RY) as they both beat analyst estimates while BMO and BNS were trailing behind.
Readers, which stock is your favorite among my lists?