At the beginning of each month, I make a recap of the dividend yield and ex dividend date of the TSX 60. In addition to this recap, I’ve decided to cover briefly the result of my Best 2013 Dividend Stock Book. This book includes 30 stocks analysis (20 US and 10 CDN) for only $2.99. So far, my results are:
20 US Dividend Stocks: +20.60% (beating the index by 8.85%)
10 CDN Dividend Stocks: +2.32% (beating the index by 0.70%)
If you want to read more, just continue pass the TSX 60 Dividend Yield & Ex-Dividend Date chart…
TSX 60 Dividend Yield & Ex-Dividend Date
Ticker Name Price Dividend Yield Payout Ratio Ex-Dvd
TA TransAlta Corp 14.41 8.05 N/A 8/28/2013
CPG Crescent Point Energy Corp 35.67 7.74 488.53 7/29/2013
COS Canadian Oil Sands Ltd 19.47 7.19 66.67 8/21/2013
ERF Enerplus Corp 15.54 6.95 N/A 07/05/2013
IMG IAMGOLD Corp 4.42 5.92 28.1 12/18/2013
BCE BCE Inc 43.12 5.4 65.51 09/12/2013
CM Canadian Imperial Bank of Commerce/Canada 74.64 5.14 46.33 9/25/2013
PWT Penn West Petroleum Ltd 11.1 5.05 294.25 9/25/2013
ABX Barrick Gold Corp 16.6 4.99 N/A 8/30/2013
BMO Bank of Montreal 61 4.85 45.74 7/30/2013
NA National Bank of Canada 75.04 4.64 32.81 9/17/2013
SLF Sun Life Financial Inc 31.15 4.62 61.12 8/26/2013
ECA Encana Corp 17.79 4.58 N/A 09/11/2013
T TELUS Corp 30.7 4.43 60.35 09/04/2013
ARX ARC Resources Ltd 27.53 4.36 256.75 7/29/2013
HSE Husky Energy Inc 28.02 4.28 59.73 8/19/2013
BNS Bank of Nova Scotia 56.22 4.27 41.39 10/04/2013
RCI/B Rogers Communications Inc 41.2 4.22 47.35 09/11/2013
POW Power Corp of Canada 28.22 4.11 64.18 09/06/2013
RY Royal Bank of Canada 61.28 4.11 50.32 7/23/2013
TRP TransCanada Corp 45.28 4.06 95.52 9/27/2013
SJR/B Shaw Communications Inc 25.24 4.04 47.55 07/11/2013
TCK/B Teck Resources Ltd 22.47 4.01 61.37 12/11/2013
TRI Thomson Reuters Corp 34.32 3.88 51.28 8/23/2013
FTS Fortis Inc/Canada 32.19 3.85 86.19 8/14/2013
TD Toronto-Dominion Bank/The 84.47 3.84 42.47 07/05/2013
POT Potash Corp of Saskatchewan Inc 40.12 3.65 28.96 07/10/2013
CVE Cenovus Energy Inc 30 3.23 66.97 09/11/2013
AEM Agnico Eagle Mines Ltd 29 3.13 56.18 8/28/2013
MFC Manulife Financial Corp 16.83 3.09 61.95 8/16/2013
K Kinross Gold Corp 5.39 3.05 N/A 9/18/2013
ENB Enbridge Inc 44.21 2.85 146.72 8/13/2013
YRI Yamana Gold Inc 10.03 2.71 40.7 9/25/2013
SU Suncor Energy Inc 31 2.58 27.76 8/29/2013
SLW Silver Wheaton Corp 20.61 2.39 21.13 9/18/2013
SC Shoppers Drug Mart Corp 48.52 2.35 36.12 9/25/2013
G Goldcorp Inc 26.12 2.34 25.04 7/16/2013
AGU Agrium Inc 91.18 2.28 10.31 9/27/2013
TLM Talisman Energy Inc 12 2.27 225.2 09/05/2013
BBD/B Bombardier Inc 4.68 2.17 31.66 09/11/2013
ELD Eldorado Gold Corp 6.51 2.15 33.85 08/07/2013
SNC SNC-Lavalin Group Inc 44.43 2.07 43 8/16/2013
L Loblaw Cos Ltd 47.55 2.02 36.8 9/24/2013
WN George Weston Ltd 83.73 1.98 62.44 09/11/2013
CCO Cameco Corp 21.71 1.84 59.42 9/25/2013
THI Tim Hortons Inc 56.88 1.83 32.35 8/22/2013
MG Magna International Inc 74.86 1.77 17.59 8/28/2013
CTC/A Canadian Tire Corp Ltd 79.18 1.77 20.39 7/29/2013
SAP Saputo Inc 48.34 1.74 33.54 07/04/2013
CNQ Canadian Natural Resources Ltd 29.65 1.69 24.35 09/11/2013
CNR Canadian National Railway Co 102.4 1.68 24.33 09/06/2013
BAM/A Brookfield Asset Management Inc 37.8 1.66 27.21 7/30/2013
FM First Quantum Minerals Ltd 15.6 1.47 5.03 8/27/2013
MRU Metro Inc 70.48 1.42 17.65 8/23/2013
IMO Imperial Oil Ltd 40.15 1.2 10.83 8/28/2013
CP Canadian Pacific Railway Ltd 127.53 1.1 47.93 9/25/2013
GIL Gildan Activewear Inc 42.65 0.86 24.55 8/13/2013
VRX Valeant Pharmaceuticals International Inc 90.68 N/A N/A #N/A N/A
CCT Catamaran Corp 51.19 N/A 0 #N/A N/A
BB Research In Motion Ltd 11.08 N/A N/A #N/A N/A
Best 2013 Dividend Stocks Results
At the beginning of the year, I’ve made a list of Best dividend stocks for 2013 (click on the link to get my metrics and to see the list). Out of this exhaustive list, I’ve pulled out 30 stocks to be my “favorite” picks among those lists. Those are not stock recommendations and I strongly suggest you do your own analysis and read financial statements. This book is simply a compilation of my own stock analysis for 30 stocks being either held in my portfolio or being on my watch list.
I’ve broken down the result per market:
Best 2013 US Dividend Stocks Results +20.60% and 3.04% Dividend Yield
Company Ticker YTD Current Div Yield
Abbott Laboratories ABT 6.44% 1.61%
Autoliv Inc ALV 15.30% 2.57%
CA Inc CA 27.30% 3.57%
Campbell Soup Co CPB 28.94% 2.58%
Chesapeake Utilities Corp CPK 12.89% 3.00%
Chevron Corp CVX 10.17% 3.36%
Darden Restaurants Inc DRI 12.96% 4.32%
General Mills Inc GIS 21.64% 3.09%
Heinz HNZ 25.67% 2.85%
Genuine Parts Co GPC 30.91% 2.58%
Intel Corp INTC 15.02% 3.79%
Johnson & Johnson JNJ 23.50% 3.05%
Kellogg Co K 16.57% 2.70%
Kimberly-Clark Corp KMB 14.93% 3.34%
Mattel Inc MAT 22.98% 3.20%
McDonald\'s Corp MCD 13.28% 3.08%
Microsoft Corp MSFT 27.07% 2.71%
Procter & Gamble Co/The PG 15.53% 3.07%
Safeway Inc SWY 30.89% 3.38%
Seagate Technology PLC STX 48.64% 3.36%
Walgreen Co WAG 20.12% 2.47%
Western Union Co/The WU 23.44% 2.98%
Wisconsin Energy Corp WEC 9.68% 3.36%
Average 20.60% 3.04%
VIG 11.75% 2.18%
Added Value 8.85% 0.86%
**Please note that Heinz (HZN) stock is now in my portfolio as a reference only since it was bought earlier this year. Therefore the stock won’t pay dividends any further.
Even with the recent announcement from the FED, my portfolio keeps going up and the average portfolio is showing an amazing return of 20.60 that is 8.85 over my benchmark (VIG with 11.75%). I was curious to see how I would perform in a more hostile market and I’m happy to see that my Best Dividend Stocks portfolio continues to outperform its benchmark.
I’ve built this portfolio based on the metrics and investing strategies describe in my 4.5 Stars Rated Amazon book: Dividend Growth. You can read about my book here.
Best 2013 Canadian Dividend Stocks Results
Company Ticker YTD Current Div Yield
Andrew Peller Ltd ADW/A 29.70% 3.05%
Royal Bank of Canada RY 1.75% 4.14%
National Bank of Canada NA -3.54% 4.67%
Calian Technologies Ltd CTY -6.67% 5.73%
Emera Inc EMA -5.20% 4.25%
Power Corporation POW 11.58% 4.10%
Evertz Technologies Ltd ET -8.07% 4.39%
Black Diamond Group Ltd BDI 12.57% 3.72%
TELUS Corp T -2.73% 4.30%
Rogers Communications Inc RCI/B -6.17% 4.11%
Average 2.32% 4.25%
XDV 1.62% 4.34%
Added Value 0.70% -0.09%
The Canadian dividend market has taken quite a beating in June. Resources are not doing so great (explaining my bad performance on Emera (EMA)) and the telecom industry has been hit by the decision of Verizon (VZ) to enter in the Canadian market. So far, Telecoms has been under a “government rule” umbrella similar to what Canadian Banks benefits. They are 4 big players and set the rules. The arrival of an even bigger play is scaring the market. This is why both Telus (T) (-2.73% ytd) and Rogers (RCI.B) (-6.17% ytd) has been severely hit.
Nonetheless, my portfolio still outperforms the index by 0.70% (2.32% vs 1.62% for XDV) and my dividend yield is slightly under (4.25% vs 4.34% for XDV). Overall, I’m still doing better than the Canadian dividend market.
I’ve built my portfolio based on both my Dividend Growth book, and The Successful Investor newsletter published by Pat McKeough who’s a reference in Canada. I even got a special rebate for my readers if you subscribe to this link (hey! You can save $50 off from the listed price!).
Readers, which stock is your favorite among my list?
Disclaimer: I’m long NA, T, CVX, INTC, JNJ, MCD
Hi Mike,
Good job on beating the indices!
My favorite in the list is Potash Corp. I know there are fears for a supply glut, but Potash has dealt with that before. They know how to keep fertilizer prices at a decent level. The long-term story remains compelling (growing population, intensifying use of land, global warming degrading more and more farm land, …).