2012 Stock Picks

[clifp]

Quote:

Originally Posted by clifp Here is my Q1 performance for my picks. My safe picks ABT 9.0% + .9% dividend KMI 20.14% +1% dividend My speculative picks RBCAA 4.4% + .67% dividend AWX 93.2%

Update for Q2 performance 1/4/2012- July 3

Safe picks
ABT 14.7%+1.8% dividend =16.5%
KMI 2.1%+2% dividend =4.1%

Speculative picks
RBCAA -.6^+ 1.3% dividend= .7%
AWX=30.2%

Average= 12.9%
SPY 7.6%+1% =8.6% dividend
darn just noticed that the first trading day was actually 1/3/2012 not 1/4/2012 so figures are off a fraction from the true YTD performance.

Since I'm primarily a dividend investor, it is worth noting the dividend increases announced so far this year. ABT 6.3%, KMI 6.7% RBCAA 10%. All nicely exceed inflation.

[utrecht]

Quote:

Originally Posted by utrecht I like AAPL, PM, HD, FAST, MA and GWW

1st half results for my picks:

AAPL..+44.2%
PM.....+11.2% +1.7% dividend= +12.9%
HD.....+26.0% + 1.1% dividend= +27.1%
FAST...-7.5% +0.8% dividend= -6.7%
MA.....+15.4%
GWW..+2.2% +0.8% dividend= +3.0%

Avg...+16.0%

SP500...+8.6%

[Running_Man]

My 1st Half report
MO: +17.67 +2.8% dividend = +20.47%
CVX -0.35% 1.7% Dividend +1.35 %
AMGN +15.76 1.1% divided +16.86 %

Average = 12.9%

[nvestysly]

okay... we're halfway through the second half - any new picks out there?

In general I prefer to find stocks that are down, have potential to rebound and pay a dividend along the way. Call that value investing, call it "dogs", or something else.

Some of the things I'm considering:

CLF
INTC
SPLS
COP

I realize these four are in entirely different industries so I'm not comparing them to each other but comparing them against their peers and I think these show some potential.

[Lcountz]

NI... Nisource. check it out.

[utrecht]

I'll stick with my original 6 stocks. So far this year:

AAPL..+61.1%
PM.....+19.4% +2.6% dividend= +22.0%
HD.....+50.3% + 1.7% dividend= +52.0%
FAST...+1.3% +1.2% dividend= +2.5%
MA.....+27.5%
GWW..+15.1% +1.2% dividend= +16.3%

Avg...+30.2%

SP500...+16.4%+1.4% dividend= +17.8%

[urn2bfree]

Don't mistake bulls for brains!

[oldnews]

I put 300k into DIS...getting the dividend on 12/28/12