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Deep Value Dividend Growth Index 1 Year Review: Crushing The Market By 58% By Bargain Hunting

Posted On November 16, 2017 1:25 pm
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Portfolio Update:

It’s been a wild month, thanks to REITs (malls and retail REITs in particular) at times getting crushed, and recently MLPs falling out of favor, creating numerous buying opportunities.

And of course, even among regular c-Corps there are plenty of value opportunities to be found, all of which we added at the end of the month, per the portfolio rules.

  1. Hanesbrands (HBI): 44% undervalued
  2. CVS Health (CVS): 35%
  3. McKesson (MCK): 32%
  4. British Telecom (BT): 32%
  5. Cardinal Health (CAH): 31%
  6. Enbridge Inc (ENB): 31%
  7. L Brands (LB): 29%
  8. Expedia (EXPE): 27%
  9. AmerisourceBergen (ABC): 24%
  10. General Motors (GM): 22%
  11. Compass Minerals International (CMP): 22%
  12. Kroger (KR): 22%
  13. Valero Energy Partners (VLP): 21%
  14. Omnicom Group (OMC): 21%
  15. Walt Disney (DIS): 20%
  16. Delta Airlines (DAL): 20%
  17. Ford Motor Company (F): 20%
  18. Williams-Sonoma (WSM): 19%
  19. Lazard (LAZ): 19%
  20. Enterprise Products Partners (EPD): 19%
  21. Wells Fargo (WFC): 18%
  22. Medtronic (MDT): 18%
  23. Spectra Energy Partners (SEP): 17%
  24. Twenty-First Century Fox (FOXA): 16%
  25. Lowe’s Companies (LOW): 15%

 

And for those medium-high risk investors looking for maximum yield? Here’s the top choices (we also added to these) for maximum income that’s still relatively safe (covered by cash flow with manageable balance sheets):

  1. Uniti Group (UNIT): 14.76%
  2. Dynagas LNG Partners (DLNG): 12.98%
  3. Alliance Holdings (AHGP): 11.49%
  4. New Residential Investment Corp (NRZ): 11.47%
  5. Golar LNG Partners (GMLP): 10.75%
  6. PBF Logistics (PBFX): 9.97%
  7. KNOT Offshore Partners (KNOP): 9.88%
  8. Sprague Resources (SRLP): 9.84%
  9. Delek Logistics Partners (DKL): 9.81%
  10. Hoegh LNG Partners (HMLP): 9.64%
  11. Ciner Resources (CINR): 9.33%
  12. Ladder Capital (LADR): 9.24%
  13. GasLog Partners (GLOP): 8.92%

 

About author

Dividend Sensei
Dividend Sensei

I’m an Army veteran and former energy dividend writer for The Motley Fool. I currently write for both Seeking Alpha, Simply Safe Dividends, Investorplace.com, and TheStreet.com.

My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 20 years of investing experience, I’ve learned what works and more importantly, what doesn’t, when it comes to building long-term wealth and income streams. I’m currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that:

1. Pays a 4% to 5% yield
2. Offers 9% to 10% annual dividend growth
3. Pays dividends AT LEAST on a weekly, but preferably, daily basis

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