by Kelley Wright, editor IQ Trends
We believe that high-quality stocks purchased at historically low-price
to high-yield offers the best potential for downside protection and
Our Timely Ten list represents represents
our top ten current recommendation; is our reasoned expectation based on
our methodology and experience for what we believe will perform best
over the next five years.
Do we believe that all 10 will go up simultaneously or immediately? Of course not.
four-plus decades of research and experience, however, leads us to
believe that these stocks, purchased at current Undervalued levels, are
well positioned for both growth of capital and income.
Timely Ten consists of undervalued stocks that generally have a S&P
Dividend & Earnings Quality rating of A- or better, exemplary
long-term dividend growth, and a P/E ratio of 15 or less.
positions also have a payout ratio of 50% or less, debt of 50% or less
and technical characteristics on the daily and weekly charts that
suggests the potential for imminent capital appreciation.
The current Timely Ten selections are: Chevron Corp.
) -- yielding 3.4% Johnson & Johnson
) -- yielding 3.6% Exxon Mobil
) -- yielding 2.7% CVS Caremark
) -- yielding 1.4% Eaton Corp.
) -- yielding4.1% Air Products & Chemicals
) -- yielding 3.3% Occidental Petroleum
) -- yielding 2.6% General Dynamics
) -- yielding 3.2% Emerson Electric
) -- yielding 3.6% United Technologies
) -- yielding 3.0%
our view, investors should limit their investment considerations to
high-quality companies that offer good value, holding those positions
until their full value is realized, then rolling the proceeds into
another undervalue opportunity.
The ride may be bumpy at times
and you may have to endure some white knuckle moments. So be it; it is
part of the investing equation.
At the end of the day, though,
you should realize a consistent growth of both capital and income,
which, after all, is the sole reason why we invest.