The stock market has begun the year with impressive results showing the best month of January since 1997! I wasn’t even trading at that time! Investors are enthusiast about the US economy and it starts showing on the overall market. Known for more modest and stable performance, dividend stocks benefited from this rally as well.
On February 12th, I’ve decided to pull out 35 dividend stocks outperforming the S&P500. I’ve included both stock growth to dividend payouts and selected stocks showing a 10% total return minimum. My other metrics were as follow:
Stocks over $10
Paying between 3% and 6% dividend yield
Dividend payout ratio under 75%
P/E ratio under 20
I’ve taken off 4 stocks from the original list since I couldn’t get the dividend payout ratio properly from my screener. This should gives you some interesting stock picking ideas…
This makes 35 top performer dividend stocks for 2013:
Ticker Name Price Dividend Yield Payout Ratio Industry P/E Ratio Total Return
TGH Textainer Group Holdings Ltd 43.2 4.16 32.99 Transport-Equip&Leasng 11.49 37.67
HRB H&R Block Inc 24.52 3.26 60.35 Commercial Serv-Finance 18.31 32.09
SXL Sunoco Logistics Partners LP 60.63 3.6 54.37 Pipelines 15.15 22.99
BOX SeaCube Container Leasing Ltd 23 5.22 47.04 Finance-Leasing Compan 9.58 21.96
TAL TAL International Group Inc 43.87 5.65 58.79 Transport-Equip&Leasng 14.67 20.59
PETS PetMed Express Inc 13.15 4.56 0.07 Retail-Pet Food&Supplies 15.86 19.96
FRD Friedman Industries Inc 11.95 4.35 43.38 Steel-Producers 10.58 19.47
TUP Tupperware Brands Corp 76.29 3.25 41.26 Consumer Products-Misc 15.92 18.99
FF FutureFuel Corp 13.91 3.16 47.1 Energy-Alternate Sources 14.81 17.57
RMCF Rocky Mountain Chocolate Factory Inc 12.39 3.55 63.07 Food-Confectionery 19.67 17.33
NL NL Industries Inc 13.23 3.77 30.79 Diversified Manufact Op 9.9 15.9
SPLS Staples Inc 13.1399 3.35 28.23 Retail-Office Supplies 14.94 15.31
STX Seagate Technology PLC 34.82 4.35 12.8 Computers-Memory Devices 4.61 14.81
ALE ALLETE Inc 46.9 4.05 66.2 Electric-Integrated 19.87 14.45
BLX Banco Latinoamericano de Comercio Exterior SA 24.29 4.94 36.89 Regional Banks-Non US 10.57 14.22
UVV Universal Corp/VA 56.06 3.56 58.37 Tobacco 11.74 13.57
CINF Cincinnati Financial Corp 44.4834 3.67 62.98 Multi-line Insurance 18.51 13.43
CA CA Inc 24.84 4.03 20.47 Enterprise Software/Serv 12.48 13.01
SWY Safeway Inc 20.32 3.44 36.31 Food-Retail 10.11 12.33
BKU BankUnited Inc 27.42 3.06 35.07 S&L/Thrifts-Southern US 12.75 12.19
FNB FNB Corp/PA 11.9 4.03 60.49 Commer Banks-Eastern US 14 12.05
IMKTA Ingles Markets Inc 19.283 3.42 35.35 Food-Retail 10.62 11.72
GBCI Glacier Bancorp Inc 16.42 3.41 50.48 Commer Banks-Western US 15.63 11.55
PACW PacWest Bancorp 27.62 3.62 49.63 Commer Banks-Western US 14.1 11.55
CHCO City Holding Co 38.49 3.64 53.22 Commer Banks-Southern US 13.65 11.51
HAS Hasbro Inc 39.96 4.01 55.74 Toys 14.22 11.28
MAT Mattel Inc 40.53 3.55 55.12 Toys 16.22 10.73
AYR Aircastle Ltd 13.8633 4.76 30.23 Finance-Leasing Compan 8.16 10.61
CFR Cullen/Frost Bankers Inc 59.94 3.2 49.11 Commer Banks-Central US 15.58 10.52
OKS ONEOK Partners LP 58.92 4.82 57.07 Pipelines 16.2 10.5
CLX Clorox Co/The 80.19 3.19 58.8 Consumer Products-Misc 18.43 10.43
MDP Meredith Corp 38.05 4.29 60.36 Multimedia 13.73 10.36
BOH Bank of Hawaii Corp 48.54 3.71 49.16 Commer Banks-Western US 13.01 10.15
QSII Quality Systems Inc 19.07 3.66 54.43 Medical Information Sys 18.55 10.08
HLF Herbalife Ltd 36.21 3.31 20.72 Vitamins&Nutrition Prod 9.34 10.02
My 4 Favorite Dividend Stocks from the List
At the beginning of the year, I’ve compiled 30 dividend stock analyses (20 US and 10 Canadian) and created the 2013 Best Dividend Stocks guide. From the Top 35 performer I’ve listed in this article, I have 4 picks in my book! This is without counting Heinz (HNZ) which recently gone up by 20% after the announcement made by Warren Buffett offering $23 Billion to buy the company. It’s still not too late for you to check my top picks 😉
STX – Seagate Technology +14.81%
The company’s financial metrics are currently very strong. STX has overcome the 2011 flood in Thailand with strong financial results. STX is currently buying back shares along with increasing significantly their dividend payouts (19% in 2012).
CA – CA inc +13.01%
CA has a low payout ratio (note; it will increase due to the huge dividend growth in 2012) combined with a very high margin (28-29%) is a great combination for any dividend growth stock. Since CA’s core business is to manage complex IT environments and make it more flexible, we can forecast a great future for such a business model. At a relatively low P/E ratio, CA could not only offer a great dividend payout in the future but also offer stock value gains.
SWY – Safeway +12.33%
Safeway has been able to avoid most of the “Wal-Mart” effect so far due to its leadership position in its markets. It has aggressively bought back shares over the past few years pushing the EPS growth to a higher level while the P/E ratio is lower than its peers. SWY has met financial analysts’ expectations. SWY is part of my book for 2 reasons: high dividend yield and constant dividend growth over the past 5 years.
MAT – Mattel +10.73%
In October 2012, Mattel topped estimates and even raised Holiday sales forecasts. With a very strong brand portfolio combined with an increasing consumer confidence, MAT is going through the Holidays with a smile. With its world leader position, Mattel will continue to rack-up the sales in 2013. The dividend payout ratio is low and the 5 years dividend growth (12.28%) shows a strong dividend policy.
Buy the Best 2013 Dividend Stocks Guide at a Ridiculously Low Price!
If you are looking for a more in depth analysis of those stocks along with the rest of my picks for 2013, you can download my guide for the very low price of $2.99. Just click on the image below to proceed:
