SADNESS and HOPE
The month of May 2020 came to a shocking and tragic end amidst a worldwide pandemic. Perhaps our society, with its sad, unrelenting focus on vapid celebrities and hollow, selfish wealth, has grown numb to the plight of other Americans. The ongoing protests show that all do not enjoy the same American freedoms and that there is much work left to do. The blatant, unapologetic denial of the constitutional and human rights of one American erodes the foundations of freedom for everyone, and it will not be tolerated any longer. Please join us in contributing to the advancement of civil rights and the fight against systemic racism, and racism of any kind. Here’s a list of vetted charities that would welcome your donations: Donate Here.
We hope to increase the financial literacy of all people, especially those at the most challenging end of the spectrum, so that everyone has the opportunity to rise to financial stability.
MAY DIVIDEND STOCK SUMMARY
For the month of May, 2020, there are 197 qualified stocks in the Dividend System™ galaxy, from a total of 754 in our Dividend Investing Universe (those stocks returning a minimum of 5 years of annually increasing dividends.)
SECTOR LEADERBOARD
The top stocks in each sector are:
» Basic Materials: Balchem Corp (BCPC) ~ Chemicals [ 19.1 | 28.8 ]
» Communication Services: Activision Blizzard Inc (ATVI) ~ Interactive Media [ 20.4 | 13.1 ]
» Consumer Cyclical: Packaging Corp of America (PKG) ~ Packaging & Containers [ 31.7 | 49.4 ]
» Consumer Defensive: Tyson Foods Inc (TSN) ~ Consumer Packaged Goods [ 53.1 | 42 ] +
» Financial Services: Visa Inc (V) ~ Credit Services [ 39.5 | 60.7 ]
» Healthcare: UnitedHealth Group Inc (UNH) ~ Healthcare Plans [ 44.1 | 59 ]
» Industrials: Lennox International Inc (LII) ~ Industrial Products [ 45.4 | 37 ] +
» Real Estate: CubeSmart (CUBE) ~ REITs [ 27.9 | 28.6 ]
» Technology: Accenture PLC (ACN) ~ Software [ 24.1 | 25.5 ]
» Utilities: Sempra Energy (SRE) ~ Utilities – Regulated [ 38.8 | 9.6 ] +
GROWTH LEADERS
Here are the top Growth Stocks, meeting our criteria, for the month of May, for each sector.
» Basic Materials: Balchem Corp (BCPC) ~ Chemicals [ 19.1 | 28.8 ]
» Communication Services: Activision Blizzard Inc (ATVI) ~ Interactive Media [ 20.4 | 13.1 ]
» Consumer Cyclical: Nike Inc (NKE) ~ Manufacturing – Apparel & Accessories [ 29.1 | 27.6 ] +
» Consumer Defensive: Church & Dwight Co Inc (CHD) ~ Consumer Packaged Goods [ 20.5 | 33.1 ]
» Financial Services: Visa Inc (V) ~ Credit Services [ 39.5 | 60.7 ]
» Healthcare: UnitedHealth Group Inc (UNH) ~ Healthcare Plans [ 44.1 | 59 ]
» Industrials: Lennox International Inc (LII) ~ Industrial Products [ 45.4 | 37 ] +
» Technology: Accenture PLC (ACN) ~ Software [ 24.1 | 25.5 ]
HIGH INCOME
Here are the top income producing stocks that meet our criteria, also for the month of May, for each sector.
» Consumer Cyclical: Douglas Dynamics Inc (PLOW) ~ Vehicles & Parts [ 9.1 | 12.7 ]
» Consumer Defensive: JM Smucker Co (SJM) ~ Consumer Packaged Goods [ 14.6 | 20.3 ]
» Financial Services: Employers Holdings Inc (EIG) ~ Insurance [ 34.2 | 30.4 ] +
» Healthcare: Johnson & Johnson (JNJ) ~ Drug Manufacturers [ 13.4 | 11.5 ] +
» Industrials: C.H. Robinson Worldwide Inc (CHRW) ~ Transportation [ 14.7 | 17.3 ]
» Real Estate: National Health Investors Inc (NHI) ~ REITs [ 13.1 | 6.9 ] +
» Technology: Cisco Systems Inc (CSCO) ~ Hardware [ 22.9 | 7.5 ]
» Utilities: Idacorp Inc (IDA) ~ Utilities – Regulated [ 22.6 | 9 ] +
OVERALL RANK by SECTOR
These are the top stocks ranked for a balance of quality, growth, safety, and stability, with the top choice for each sector.
» Basic Materials: Ecolab Inc (ECL) ~ Chemicals [ 19 | 25.9 ]
» Communication Services: Activision Blizzard Inc (ATVI) ~ Interactive Media [ 20.4 | 13.1 ]
» Consumer Cyclical: Packaging Corp of America (PKG) ~ Packaging & Containers [ 31.7 | 49.4 ]
» Consumer Defensive: Costco Wholesale Corp (COST) ~ Retail – Defensive [ 30.3 | 22.9 ] +
» Financial Services: Visa Inc (V) ~ Credit Services [ 39.5 | 60.7 ]
» Healthcare: UnitedHealth Group Inc (UNH) ~ Healthcare Plans [ 44.1 | 59 ]
» Industrials: Landstar System Inc (LSTR) ~ Transportation [ 46 | 12 ]
» Real Estate: Getty Realty Corp (GTY) ~ REITs [ 25.1 | -1.3 ]
» Technology: Intuit Inc (INTU) ~ Software [ 34.3 | 13.8 ]
» Utilities: Idacorp Inc (IDA) ~ Utilities – Regulated [ 22.6 | 9 ] +
OVERALL SUGARY GOODNESS
These are the top 10 stocks as ranked through a combo of quality, growth, safety, and stability, but not by sector.
1: UnitedHealth Group Inc (UNH) ~ Healthcare Plans [ 44.1 | 59 ]
2: Landstar System Inc (LSTR) ~ Transportation [ 46 | 12 ]
3: Visa Inc (V) ~ Credit Services [ 39.5 | 60.7 ]
4: MarketAxess Holdings Inc (MKTX) ~ Capital Markets [ 47.1 | 48.4 ]
5: Humana Inc (HUM) ~ Healthcare Plans [ 65.8 | 8.3 ]
6: Exponent Inc (EXPO) ~ Business Services [ 34.6 | 11.8 ]
7: MSCI Inc (MSCI) ~ Capital Markets [ 87.8 | 18.2 ]
8: Intuit Inc (INTU) ~ Software [ 34.3 | 13.8 ]
9: Costco Wholesale Corp (COST) ~ Retail – Defensive [ 30.3 | 22.9 ] +
10: Badger Meter Inc (BMI) ~ Industrial Products [ 40.6 | 31.8 ] +
COMING UP: Stocks on Sale
Next week we will have the list of 80 stocks that are on sale, at PEs less than their 10 year median.
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‘+’ indicates upward direction of DivSys™ score for stocks with positive 10 year dividend growth rates, basically giving us enough years of performance to mathematically determine if they are doing better or doing worse over time.
[ X | Y ] indicates X, the five year DivSys score, and Y, the 10 year DivSys score.
Note: Some sectors don’t have many qualified stocks, such as ‘Communication Services’ and ‘Energy’, so you may see one or two stocks appear many times in our lists, and that’s simply because it’s one fo the few to choose from. Further research is always prudent.