Stock Market Update Bulletin – 4/25/15

MktIndex-2015-04-24
Markets:
The market gained solidly this week, with the NASDAQ and the S&P hitting all-time highs. The NASDAQ had its biggest weekly gain since October 2014, helped by better than expected earnings reports.

The US Dollar had a mixed week, and fell vs. major currencies, except for the Yen, Swiss Franc, and NZ $:
$-4-24-15
Better Market Breadth: This week, 21 out of 30 DOW stocks rose, vs. 6 last week. 69% of the S&P 500 rose, vs. 26% last week.

US Economic News:
-Existing Home Sales jumped to 5.19M annualized, best since 2013
-New Home Sales fell to 481K, much lower than 520K forecast
-Durable Goods Ex-transport fell -.4%, vs prior -1.3%, but lower than 0.5% gain forecast
-Initial Claims rose 1K to 295K
-Continuing Claims rose 50K to 2325K

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Our latest Seeking Alpha article: “This High Dividend Stock Yields 6-8%-Plus, Has Big Dividend Growth, & Goes Ex-Dividend Soon”

Our latest Dividend Stocks Blog article: “The 7 Best Performing Dividend Stocks of 2015″ (You can scroll down this page to see our blog articles)

Week Ahead Highlights: Healthcare stocks will be in focus, with many top companies reporting first-quarter earnings, including Bristol-Meyers Squibb Co, Boston Scientific Corp , Merck & Co, Pfizer Inc, Gilead Sciences Inc and Celgene Corp. Apple reports on Monday after the close…the Fed will issue a statement on Wednesday, after its 2-day meeting…Q1 GDP figures will also be issued on 4/29, and may move markets.

Next Week’s US Economic Reports:
Rpts-4-24-15
Sectors & Commodities:
Tech led this week, led by Microsoft’s post-earnings surge:
Sector-4-24-15
Cotton and Lumber futures gained this week, while WTI Crude had a slight loss:
Comm-4-24-15

Stock Market Update Bulletin – 4/18/15

MktIndx-4-17-15
Markets:
The market struggled this week, as worries about Greece, mixed earnings reports, and China’s crackdown on over the counter margin trading combined to send all 4 indexes down over -1% on Friday.
China also had weak exports – they fell 15%, vs. forecasts for a 12% gain.
The VIX rose over 10% on Friday, to finish at 13.89, up 10.41% for the week.

The US Dollar had a down week, and fell vs. major currencies:
$-4-17-15

Weak Market Breadth: This week, 6 out of 30 DOW stocks rose, vs. 27 last week. Only 26% of the S&P 500 rose, vs. 75% last week.

US Economic News:
-Building Permits fell over 5%
-Housing Starts rose 2% in March, vs. 16% forecast
-NY State Mfg. fell -1.9%, vs. prior 6%…3rd straight decline
-Core CPI rose 1.8%, better than forecast
-Core Retail Sales fell -.4%, vs. prior -0.1%
-Capacity Utilization slipped to 78.4, vs. prior 79
-Initial Claims rose 12K to 294K
-Continuing Claims fell 40K, to 2268K
-Consumer Sentiment rose to 95.9, vs. prior 93.0
-Leading Indicators rose 0.2% in March, vs. prior 0.1%

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SUNDAY AM release: Our latest Seeking Alpha article: “A High Dividend Stock Yielding Over 8%, With 18 Straight Dividend Hikes, Going Ex-Dividend Soon”

NEW BLOG article: “The 7 Best Performing Dividend Stocks Of 2015″
(You can scroll below this Bulletin to see our latest blog articles)

Week Ahead Highlights: Q1 Earnings season rolls on, with 13 DOW stocks, and over 25% of the S&P 500 stocks reporting.
Next Week’s Reports:
Rpts-4-17-15

Sectors & Commodities:
Energy stocks led this week, as Industrials lagged.
(Check our our Market Data page for more details on financial news and data
Sctr-4-17-15
Crude Oil and Natural Gas had big gains this week:
COMM-4-17-15

The 7 Best Dividend Stocks In 2015

by Robert Hauver
Are you wondering which dividend stocks outperformed in the first quarter of 2015? The past 6 months have been a roller coaster for many dividend stocks – thanks to the Crude Oil Crash, quite a few Energy-related stocks either trimmed or eliminated their dividends altogether.

The 7 top performers for Q1 2015 are a diverse group, ranging from publishing to business services, to apparel, to home furnishings, to Refining and Energy Services.
Interestingly, 2 of the top 3 performers in this group have a modest dividend yield of less than 2%, and a total of 4 out of 7 have low dividends:
BEST-MKTCAP

PERFORMANCE: Other than Courier Corp., which is being bought out, the main catalyst for the outperformance of these stocks has been good earnings. (More about ALDW’s possible buyout below).
BEST-PERF

Dividends: We’ve been tracking the 2 highest yielding stocks within this group in the Energy section of our High Dividend Stocks By Sectors Tables- CSI Compressco, (CCLP), and Alon Partners LP, (ALDW).
Click here to read more…

Copyright 2015 DeMar Marketing. All Rights Reserved

2 Undervalued Small Cap High Dividend Stocks With Big Earnings Growth

by Robert Hauver

Looking for undervalued high dividend stocks with dependable dividend payouts? We’ve found 2 very different small cap stocks that fit the bill; one is a conglomerate, and the other is a Tech stock. They both have strong earnings growth, and they look undervalued on a PEG basis.
Small Caps have outperformed other groups so far in 2015:
Cap-Style-3-24-15

Our High Dividend Stocks By Sectors Tables track both of these stocks. You can find CODI in the Financials section, and EVOL in the Tech section.
CODI-EVOL-CAP
Click here to read more…

Copyright 2015 DeMar Marketing. All Rights Reserved

3 Top Performing High Dividend Stocks In 2015

by Robert Hauver
Looking for high dividend stocks with market support in 2015? As always, we are too, and we were surprised where we found them – in the Energy sector. It was just weeks ago that this sector took a massive beating, with some energy dividend stocks losing up to 50% of their market value, as the price of crude oil collapsed.
However, it’s a new year and a new day for many Energy stocks – the ever-fickle market has decided that oil isn’t going to $10 a barrel, and that, maybe, some of these companies will survive after all, since they have viable business models.
Our High Dividend Stocks By Sector Tables, has been tracking these 3 high yielding stocks since early 2014. All 3 of them are LP’s, which had relatively recent IPO’s:
DKL-DLNG-IPO
(You can find brief profiles for all 3 stocks at the bottom of this article.)
Click here to read more…

Copyright 2015 DeMar Marketing All rights reserved.

Homebuilder Dividend Stocks With Hidden High Yields

by Robert Hauver
With all of the recent market volatility and dividend cuts in Energy-related dividend stocks, income investors are looking to other sectors for income stability.
(We maintain High Dividend Stocks By Sectors Tables which feature many high yielding stocks for each sector.)

Although it’s not known for having any high dividend stocks, you may want to consider the Housing industry for some income plays and potential price appreciation.

We’ve found 3 homebuilder stocks which have been beating the S&P 500 over the past week, month and quarter. Two of these three stocks have also outperformed the market over the past year:
PHM-DHI-PERF

Strong Growth Ahead in Housing: Economists are predicting a big rise in household formations in 2015, a key figure for Housing. IHS predicts that 2015 will see the addition of 1.08 million new households, with economic growth driving up the rate of new formation. Single family housing production is expected to rise 26% in 2015. DHI and PHM both get a large part of their revenue from sales in warmer states, where home sales growth is expected to continue to outpace national growth, at a pace of 24%. TOL caters more to the upscale market, and has good exposure to the high end areas of New York City, and Washington, DC.

Dividends: PHM cut its quarterly dividend from 2009 through 2012, and reinstated in August 2013 at $.05. It maintained it at $.05 until December 2014, when it raised it by 60%, to $.08. TOL doesn’t pay a dividend yet, but, as you’ll see further below, it does have attractive options yields.
Covered Calls Options: You can greatly improve upon these quarterly dividends by selling options. These 3 trades all have call premiums which pay much more than PHM’s or DHI’s next quarterly dividends. In fact, the DHI call option pays over 15 times DHI’s next 2 quarterly dividend payouts.

Click here to read more…

Disclaimer: This article was written for informational purposes only. Author not responsible for any errors or omissions.
Disclosure: Author is short put options on DHI, PHM, and TOL.
Copyright: 2015 Demar Marketing All rights reserved

3 Healthcare High Dividend Stocks Beating The Market Pullback

by Robert Hauver
Looking for a safe place to hide during this latest market pullback? Healthcare was not only the leading sector in 2014- it has also led the market for most of 2015. Here’s a look at how the Healthcare sector has fared vs. the S&P 500, over the last 3 months, which just about coincides with the market highs of September 18, 2014. The Healthcare sector is up 3.81%, vs. a -1.44% loss for the S&P 500:
XLV-SP-12-17-14
Digging further, we found 2 high dividend stocks within the Healthcare sector, which have both outperformed this sector and the market – HCP Inc., (HCP), (a Dividend Aristocrat), and Sabra Healthcare REIT, Inc., (SBRA).

Here’s a chart of these 2 dividend paying stocks over the same 3-month period, vs. the S&P 500. HCP is up nearly 10%, and SBRA is up nearly 7% during this period, vs. a -1.44% loss for the S&P 500:
HCP-SBRA-CHART-2014-12-17

Dividends: Our High Dividend Stocks By Sector Tables, lists both of these stocks, in the Healthcare section. In addition, we also follow a third related high yield stock- Sabra’s preferred stock issue, SBRAP, which currently yields nearly 7%, and has also beaten the market during this same 3-month period, having risen 3.08%.
Although HCP has a low 5-year dividend growth rate of 2.94%, it has increased its dividend per share for 29 consecutive years.

SBRA has raised its quarterly dividend from $.32 in 2011, to the current $.39 payout. Sabra amply covers its SBRAP preferred dividends by a factor of 3.22, i.e. its net income is 3.22 times its preferred dividend payout.
HCP-SBRA-DIV
Preferred Long-Term Yield: The table below summarizes your net annualized yield for SBRAP, based upon 2 conditions:
1. You were to hold SBRAP until its 2018 liquidation date
2. Sabra redeems/buys back your SBRAP shares at the call date
Since SBRAP is trading at $1.08 above its $25.00 liquidation price, we subtracted this amount from the dividends that you’d collect between now and 3/21/18. You’d end up with a $4.71 net profit, which equals a 5.54% annualized yield:
SBRAP1-ANN-Yield
Click here to read more…

Disclaimer: This article was written for informational purposes only. Author not responsible for any errors or omissions.
Copyright: 2014 Demar Marketing All rights reserved

These Undervalued Refining Dividend Stocks Have High Options Yields And More Room To Run

by Robert Hauver
As the price of crude oil has fallen this year, most energy-related stocks have gotten hammered…except for some refining stocks. Why? Because lower crude prices mean lower feedstock costs for refiners, and actually pump up refiners’ profit margins. This fact has not gone unnoticed by the market, which has favored some refiners over other energy-related stocks in recent weeks.
This article covers 2 dividend stocks which are beneficiaries of this turn in fortunes – Marathon Petroleum, (MPC), and Phillips 66, (PSX). While these aren’t high dividend stocks, they do have high options yields, which we’ll cover later on in the article.
MPC has done much better than PSX in all of the following time periods:
MPC-PSX-PERF

However, PSX’s fortunes may be about to change – Goldman Sachs analyst Neil Mehta just added PSX and MPC to his recommended Buy list on 11/18/14, and PSX is up over 3.7% over the last week.
Profiles:
MPC is engaged in refining, transporting, and marketing petroleum products primarily in the US. It operates through 3 segments: Refining & Marketing, Speedway, and Pipeline Transportation.
MPC refines crude oil and other feed stocks at its 7 refineries in the Gulf Coast and Midwest regions of the US; and purchases ethanol and refined products for resale. Its refined products include gasoline, distillates, propane, feed stocks and special products, heavy fuel oil, and asphalt.
MPC also sells transportation fuels and convenience products in the retail market through Speedway convenience stores, and transports crude oil and other feedstocks to its refineries and other locations.
MPC markets its refined products to resellers, consumers, independent retailers, wholesale customers, marathon-branded jobbers, its Speedway convenience stores, airlines, transportation companies, and utility companies, as well as exports its refined products.
As of2/4/14, MPC owned, leased, and had ownership interests in approximately 8,300 miles of pipeline, as well as owned and operated 1,480 convenience stores in 9 states of the United States; and operated 5,200 independently owned retail outlets in the 18 states of the United States.

PSX – PSX Phillips 66 operates as an energy manufacturing and logistics company, operating in 4 segments: Midstream, Chemicals, Refining, Marketing and Specialties.
Refining buys, sells, and refines crude oil and other feedstocks into petroleum products, such as gasolines, distillates, and aviation fuels in the United States, Europe, and Asia.
Marketing and Specialties purchases for resale and markets refined petroleum products comprising gasolines, distillates, and aviation fuels in the United States and Europe. This segment manufactures and sells specialty products, such as petroleum coke, waxes, solvents, and polypropylene.
Midstream transports crude oil and other feedstocks to its refineries and other locations, as well as delivers refined and specialty products, also gathers, processes, transports, and markets natural gas; and transports, fractionates, and markets natural gas liquids in the United States.
Chemicals produces and markets ethylene, propylene, and other olefin products. It also manufactures and markets aromatics products, such as benzene, styrene, paraxylene, and cyclohexane, as well as polystyrene and styrene-butadiene copolymers.

Dividends: Click here to read more…

Disclaimer: This article was written for informational purposes only. Author not responsible for any errors or omissions.
Copyright: 2014 Demar Marketing All rights reserved

These 2 Undervalued, Oversold High Dividend Stocks Yield 10-12% & Go Ex-Dividend Soon

by Robert Hauver
Looking for bargains in the high dividend stocks department? This article covers 2 relatively new dividend paying stocks, both of which have been hammered along with the rest of the Energy/Basic Materials complex over the past month. In October alone, the Energy sector is down over -13%, while the Basic Materials sector is down over -10%. A rising US $, plus fears of a global recession, and a glut of oil have put pressure on these groups.
However, we have 2 stocks which we feel represent attractive long term values for income investors, due to certain advantages that their operations enjoy:
NSLP-OCIR-INDUSTRY-IPO

Company Profiles:
New Source Energy Partners L.P.: NSLP is engaged in the acquisition and development of oil and natural gas properties in the United States, and is rapidly growing its Oilfield Services division. Asof 12/13/13, NSLP had 124,759 gross acres in the Golden Lane field in east-central Oklahoma; and 161 gross proved undeveloped drilling locations. Its estimated proved reserves on its properties consisted of 20.6 MMBoe. NSLP is based in Oklahoma City, Oklahoma.

OCI Resources LP: OCIR is engaged in the trona ore mining and soda ash production businesses in the US and internationally. As a natural soda ash producer, OCI Resources has a big cost advantage over synthetic producers. It has approx. 23,500 acres of subsurface leased/licensed mining areas in the Green River Basin of Wyoming. OCIR also processes trona ore into soda ash, which is a raw material in flat glass, container glass, detergents, chemicals, paper, and other consumer and industrial products. OCI Resources LP is based in Atlanta, Georgia.

Dividends: Our High Dividend Stocks By Sectors Tables, lists both of these dividend stocks, (in the Energy and Basic Materials sections).
Both stocks have whopper dividend yields, thanks to the fall pullback – OCIR’s dividend yield is nearly 10%, and NSLP’s is over 12%.
They should both be going ex-dividend soon, sometime around 1/30/15:
NSLP-OCIR-DIV
Click here to read more…

Disclaimer: This article was written for informational purposes only. Author not responsible for any errors or omissions.

This Brand New High Dividend Stock Offers Good Price Gain Potential And A 6.7% Dividend Yield

By Robert Hauver
Who says you can’t have it both ways? Preferred stocks, often pooh-poohed as being stodgy, with minimal price gains, are having a good year in 2014, with many issues outperforming the market via price gains alone.
If you want well-covered dividend income, but, also some potential for price gains, you ought to consider buying the newest preferred shares issued by CHS Inc., (CHSCM), a large cooperatively-owned Midwestern US company which deals in both Energy and Agriculture.
CHS is a bit different from most publicly traded companies – they don’t have common stock. Instead, they issue preferred shares, which trade on the NASDAQ.
Profile: CHS Inc. is a globally integrated Fortune 100 company supplying energy, crop nutrients, grain marketing services, animal feed, insurance, financial & risk management services and food & food ingredients. CHS employs over 10,000 people across North America and in 24 other countries around the globe.
CHS is committed to a cooperative business model, as reflected by its ownership, made up of 600,000 producers, the majority whom are throughout 1,100 member cooperatives and 77,000 are served through CHS local service centers. CHS also has 16,000 preferred stockholders. (CHS doesn’t have any common shares). The company is governed by a 17-member board of farmers and ranchers, who are elected by its cooperative-owners and producer-owners.

Dividends: We’ve had our sights on CHSCP for years, having listed it in our High Dividend Stocks By Sector Tables, (and all of the CHS preferred shares are now listed in the Consumer Staples section). The thing is, we’ve never been able to buy any of its shares near their $25 liquidation price, due to price gains on them…until now.
Last week, CHS issued its newest series of preferred shares -

Click here to read more…
Disclaimer: This article was written for informational purposes only. Author not responsible for any errors or omissions.