Current Watch List June

Hey guys, it has been a while since I posted an article about my stock considerations. Well as I have written in the past I want to stay a little on the sideline to increase my cash rate and also a lot of dividend stocks are overvalued and currently do not fit in my investing strategy. Nevertheless there are a few stocks, which fit into my criteria. Additionally I am also planing to increase my ETF position in the near future. But let’s have a look, which stocks are worth to have a look at.

Cisco Systems

As I recently wrote about CSCO is priced at a fair value and definitely worth an investment.

The stock price almost did not move in the last 52 weeks. In May there was even a decent dip in the share price by around 7%. At the same time CSCO did increase its dividend by 11.54%, which makes it a current yield of 3.61% based on yearly dividend of 1.16 USD per share. The next ex dividend date will be at the 5th of July, so still time to collect the July dividends :). Generally I think CSCO is a very good addition to your portfolio as it still has a decent growth potential. In the DGI community CSCO seems to be also one of the favorite stocks currently.

W.W. Grainger

I also mentioned this stock in an article, as it has experienced a major correction in the last year.

GWW has an impressive dividend history by increasing the dividend for 45 years in a row. The current share price is about 33% below its 52 week high. This decrease in the share price makes it a yield of 2.90% based on a yearly dividend of 5.12 USD. Considering the low pay out ratio of around 50% I still see enough room for future dividend growth. The next ex-dividend date will be at the 4th of August so also still enough time to buy some shares. Even though I think GWW will not be a large position in my portfolio it is definitely a good addition to everyone’s portfolio. I will keep this stock on my watch list and I am hoping for a little more decrease.

iShares STOXX Global Select Dividend 100 UCITS ETF (DE)

Last but not least there is also one ETF on my watch list. Why do I want to invest in ETF’s? Well first of all I have the chance to have stocks in my portfolio I would not buy because of high fees, taxation etc. and secondly it increases my diversification. This ETF will be my second one and it more or less covers companies from all around the world just to name a few:

  • ASTRAZENECA PLC
  • LI & FUNG LTD
  • ROYAL DUTCH SHELL PLC CLASS B
  • SUNCORP GROUP LTD
  • TELSTRA CORPORATION LTD

The ETF is currently priced at 27.69 EUR and paid dividends of of 1.02 in 2016. The next payouts will be in July.

Conclusion

I think all 3 possibilities are worth an investment, but I think I will end up with CSCO or the ETF. The main reason for the ETF is especially the further diversification and that one of my goals is to increase my ETF positions. Besides the stocks I mentioned above there also companies like GIS and T, which also look attractive right now.

What do you think about my watch list? Do you also the same stocks or other companies on your radar?

I do not recommend any decision to the reader or any user, please consult your own research. Thank you for your understanding!

8 Comments

  1. I’m not familiar with that particular ETF, but it looks like CSCO and GWW are popular options right now. In fact, there’s a decent chance I’ll be adding CSCO to my dividend portfolio soon, as well as GIS. I already have T for good reason.

    • Hi Mr. Robot,

      thanks always glad if someone finds new stocks but do not forget to make your own research 🙂

    • Hi,
      thanks for the comment. Yes you are right already being in the 100 EUR per month in the second year is a great feeling :).

  2. Very cool – Lanny has had both those companies on his watch list and even purchased shares in two. I didn’t have as much cash available, otherwise I would have purchased shares in both companies myself. I don’t think you could go wrong purchasing either of these great companies on your watchlist.

    Take care,

    Bert

    • Hi Bert,

      you are right with both companies you can’t go wrong but I think for me the focus will be more on ETF’s until the end of the year. If there is a huge drop in CSCO I will not say no…

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