For the month of July, 2020, there are 738 dividend paying stocks in the Dividend Investing Universe (those stocks returning a minimum of 5 years of annually increasing dividends). Of those, only 194 are designated ‘Premier,’ the top ranking performers in each sector.
SECTOR LEADERBOARD
The top stocks in each sector are:
» Basic Materials: Celanese Corp (CE) ~ Chemicals [ 61.6 | 35.7 ] +
» Communication Services: Cogent Communications Holdings Inc (CCOI) ~ Telecommunication Services [ 59.9 | 23 ]
» Consumer Cyclical: Pool Corp (POOL) ~ Travel & Leisure [ 33.6 | 25.9 ] +
» Consumer Defensive: Costco Wholesale Corp (COST) ~ Retail – Defensive [ 30.3 | 22.9 ] +
» Energy: Texas Pacific Land Trust (TPL) ~ Oil & Gas [ 96.6 | 55.9 ] +
» 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: American Tower Corp (AMT) ~ REITs [ 39.3 | 17.8 ]
» Technology: Broadcom Inc (AVGO) ~ Semiconductors [ 110.2 | 42.4 ]
» Utilities: Brookfield Infrastructure Partners LP (BIP) ~ Utilities – Regulated [ 56.3 | 15.5 ] +
GROWTH LEADERS
Here are the top Growth Stocks, meeting our criteria, for the month of July, 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: Silgan Holdings Inc (SLGN) ~ Packaging & Containers [ 26.5 | 17.8 ] +
» Consumer Defensive: Church & Dwight Co Inc (CHD) ~ Consumer Packaged Goods [ 20.5 | 33.1 ]
» Financial Services: FactSet Research Systems Inc (FDS) ~ Capital Markets [ 23.3 | 23.8 ]
» Healthcare: UnitedHealth Group Inc (UNH) ~ Healthcare Plans [ 44.1 | 59 ]
» Industrials: Expeditors International of Washington Inc (EXPD) ~ Transportation [ 22.8 | 19.7 ] +
» Real Estate: Jones Lang LaSalle Inc (JLL) ~ Real Estate [ 28.3 | 15.9 ] +
» 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 July, for each sector.
» Basic Materials: Steel Dynamics Inc (STLD) ~ Steel [ 26.9 | 41.9 ]
» Communication Services: Cogent Communications Holdings Inc (CCOI) ~ Telecommunication Services [ 59.9 | 23 ]
» Consumer Defensive: JM Smucker Co (SJM) ~ Consumer Packaged Goods [ 12.3 | 20.2 ]
» Energy: Marathon Petroleum Corp (MPC) ~ Oil & Gas [ 36 | 0 ]
» Financial Services: Eaton Vance Corp (EV) ~ Asset Management [ 36.6 | 21 ] +
» Healthcare: Amgen Inc (AMGN) ~ Drug Manufacturers [ 26.1 | 13.4 ]
» Industrials: Paychex Inc (PAYX) ~ Business Services [ 21.1 | 18.4 ] +
» Real Estate: National Health Investors Inc (NHI) ~ REITs [ 13.1 | 6.9 ] +
» Technology: Broadcom Inc (AVGO) ~ Semiconductors [ 110.2 | 42.4 ]
» Utilities: Brookfield Infrastructure Partners LP (BIP) ~ Utilities – Regulated [ 56.3 | 15.5 ] +
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: Celanese Corp (CE) ~ Chemicals [ 61.6 | 35.7 ] +
» Communication Services: Cogent Communications Holdings Inc (CCOI) ~ Telecommunication Services [ 59.9 | 23 ]
» Consumer Cyclical: Pool Corp (POOL) ~ Travel & Leisure [ 33.6 | 25.9 ] +
» Consumer Defensive: Costco Wholesale Corp (COST) ~ Retail – Defensive [ 30.3 | 22.9 ] +
» Energy: Texas Pacific Land Trust (TPL) ~ Oil & Gas [ 96.6 | 55.9 ] +
» 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: American Tower Corp (AMT) ~ REITs [ 39.3 | 17.8 ]
» Technology: Broadcom Inc (AVGO) ~ Semiconductors [ 110.2 | 42.4 ]
» Utilities: Brookfield Infrastructure Partners LP (BIP) ~ Utilities – Regulated [ 56.3 | 15.5 ] +
SWEET SUGARY GOODNESS
These are the top 10 stocks as ranked through a combo of quality, growth, safety, and stability, but not by sector.
1: Broadcom Inc (AVGO) ~ Semiconductors [ 110.2 | 42.4 ]
2: UnitedHealth Group Inc (UNH) ~ Healthcare Plans [ 44.1 | 59 ]
3: Landstar System Inc (LSTR) ~ Transportation [ 46 | 12 ]
4: Humana Inc (HUM) ~ Healthcare Plans [ 65.8 | 8.3 ]
5: Visa Inc (V) ~ Credit Services [ 39.5 | 60.7 ]
6: Mastercard Inc (MA) ~ Credit Services [ 40.2 | 62.1 ]
7: MSCI Inc (MSCI) ~ Capital Markets [ 87.8 | 18.2 ]
8: MarketAxess Holdings Inc (MKTX) ~ Capital Markets [ 47.1 | 48.4 ]
9: Cogent Communications Holdings Inc (CCOI) ~ Telecommunication Services [ 59.9 | 23 ]
10: Texas Pacific Land Trust (TPL) ~ Oil & Gas [ 96.6 | 55.9 ] +
COMING UP: Stocks on Sale
Next post we will have the list of 222 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 of the few to choose from. Further research is always prudent.
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