Welcome to the Vitus Capital Blog!
Notes to myself, possibly of interest to others.
-- Bill Northlich
Wednesday, January 4, 2012
Rosenberg Daily - Semi-endorsements of Individual Stocks
There are a slew of names out there like AT&T, 3M, Exxon-Mobil, Emerson Electric, McDonald’s, J&J, Colgate-Palmolive and Wal-Mart, just as examples, whose dividend yields are better than what you can get out of the Treasury market and whose dividend growth has been intact for at least a quarter century (thanks to our good friend Vince Farrell for that list, and our investment team has more names in our new U.S. premium income strategy, which contains low- beta, high-quality and income-focussed securities). Others that fit that bill would be Phillip Morris, P&G and even MSFT, which are defensive-growth stocks and cash cows.