Out Fox The $treet

The top 10 net payout yields had a sizable loss that failed to match the small gain in the benchmark for April. The top 10 net payout yield stocks average yields of 18.1% to start May. American Airlines took over the lead with the highest yield at 27.0%. This article is a continuation of a monthly series, highlighting the top net payout yield (NYSE: NPY ) stocks, that was started back in June 2012 (see  article ) and explained in August 2012 (see  article ). The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the  Covestor model  that is now beating the S&P 500 for five out of the last six years. Please review the original articles for more information on the NPY concept. Read there full article on Seeking Alpha.   Disclosure: Long AAL, AMP, M, MSI, NTAP, QCOM. Please read the disclaimer page for more details.

This article is a continuation of a monthly series highlighting the top net payout yield (NPY) stocks that was started back in June, 2012 (see article ) and explained in August, 2012 (see article ). The series highlights the best stocks for the upcoming month. Please review the original articles for more information on the NPY concept. September Returns Below are two charts highlighting the monthly returns of the top 10 stocks from September (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha. Disclosure: Long AMP, CTL, DTV, KSS, MSI, NLY, T. Please review the disclaimer page for more details. 

This article is a continuation of a monthly series highlighting the top net payout yield stocks ( NPY ) that was started back in June, 2012 (see article ) and explained in August, 2012 (see article ). The series highlights the best stocks for the upcoming month. Please review the original articles for more information on the net payout yield concept. August Returns Below are two charts highlighting the monthly returns of the top-10 stocks from August (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha. Disclosure: Long AMP, CTL, DTV, KSS, MSI, NLY, T. Please read the full disclaimer page for more details. 

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started back in June, 2012 (see article ) and explained in August, 2012 (see article ). The series highlights the best stocks for the upcoming month. Please review the original articles for more information on the net payout yield concept. July Returns Below are two charts highlighting the monthly returns of the top ten stocks from July (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha. Disclosure: Long AMP, CTL, DTV, KSS, MSI, NLY, and T. Please read the full disclaimer page for more details. 

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started back in June, 2012 (see article ) and explained in August, 2012 (see article ). The series highlights the best stocks for the upcoming month. Please review the original articles for more information on the net payout yield concept. June Returns Below are two charts highlighting the monthly returns of the top 10 stocks from June (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha. Disclosure: Long AMP, DTV, KSS, WPL. Please read the disclaimer page for more details.

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started back in June, 2012 (see article ) and explained in August, 2012 (see article ). The series highlights the best stocks for the upcoming month. Please review the original articles for more information on the net payout yield concept. May Returns Below are two charts highlighting the monthly returns of the top ten stocks from May (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. The Top 5 stocks had a strong May after a weak April. American International Group ( AIG ), DirecTV ( DTV ) , and Kohl's ( KSS ) had strong gains for the month that easily beat the 2.3% gain of the S&P 500. Seagate Technology ( STX ) though smashed those performances with a phenomenal 17.4% gain. The only disappointment was that L Brands ( LTD ) dropped 0.8% for the month. Read the full article at Seeking Alpha. Disclos...

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started back in June, 2012 (see article ). The series highlights the best stocks for the upcoming month. Please review the original article for more information on the net payout yield concept. March Returns Below are two charts highlighting the monthly returns of the top ten stocks from March (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. The Top 5 stocks had a huge month after a weak February. Seagate Technology ( STX ) and DirecTV ( DTV ) had huge gains in March that easily offset the substantial 5% losses in February. DirecTV had a smashing 17.5% gain followed by 13.7% for Seagate. WellPoint ( WLP ) followed the February loss as well, with a 6.5% gain in March. Both Motorola Solutions ( MSI ) and Kohl's ( KSS ) also had small gains, though smaller than the 3.8% gain of the S&P 500. Read the ful...

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started in June, 2012 (see article ). The series highlights the best stocks for the upcoming month. Please review the original article for more information on the net payout yield concept. February Returns Below are two charts highlighting the monthly returns of the top ten stocks from February (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha. Disclosure: Long AMP, DTV, KSS, MSI, NLY, NOC, and WLP. Please review the disclaimer page for more details. 

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started in June, 2012 (see  article ). The series highlights the best stocks for the upcoming month. Please review the original article for more information on the net payout yield concept. January Returns Below are two charts highlighting the monthly returns of the top ten stocks from January (see list  here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha.  Disclosure: Long AMP, COP, DTV, KSS, MSI, NLY, and WLP. Please review the disclaimer page for more details. 

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started in June (see article ). The series highlights the best stocks for the upcoming month. Please review the original article for more information on the net payout yield concept. December Returns Below are two charts highlighting the monthly returns of the top 10 stocks from December (see list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha. Disclosure: Long AMP, COP, DTV, KSS, MSI, NLY, WLP. Please review the disclaimer page for more details. 

This article is a continuation of a monthly series highlighting the top net payout yield stocks that was started in June (see article ). The series highlights the best stocks for the upcoming month. Please review the original article for more information on the net payout yield concept. November Returns Below are two charts highlighting the monthly returns of the top 10 stocks from November (see original list here ). Due to limitations with YCharts, the chart was broken into the Top 5 and Next 5 lists. Read the full article at Seeking Alpha. Disclosure: Long AMP, COP, DTV, GS, KSS, MSI, NLY, WLP. Please review the disclaimer page for more details. 

This model was up 5.2% in June versus a 4.0% gain for the benchmark S&P 500. As expected the model jumped back after a weak May as investors jumped back into high yielding stocks. Trade No trades were made this month, but several stocks remain on the radar to sell as dividend stocks continue to outperform the market. Some of these stocks are reaching valuation levels were capital gains are likely to be limited for possibly the next few years. Bottom Performers With a strong market in June, it is always worthwhile to review the losing stocks to confirm the long term story remains intact. The model ended the month with 26 stocks, which is slightly higher than normal, and only two stocks had a negative price change. WellPoint (WLP) was particularly weak following the Supreme Courts upholding of Obamacare.  The stock had a nice gain for June until the ruling came out and caused the stock to plummet from near $70 to close the month at $63.79. The company ha...

Not too surprisingly, the top net payout yield stocks from June (see article ) remained mostly intact as the month ended. Only Motorola Solutions, Inc. (MSI) was confirmed as a new addition to the list. Both Ameriprise Financial, Inc. (AMP) and Time Warner Inc. (TWX) tied for tenth on the July list with a 15.37% yield. So technically, no stock rolled off the list. The Covestor model typically holds over 20 stocks so neither stock would need to be sold, but anybody playing at home with ten stocks could just leave the model alone in order to avoid trading costs. Look to add Motorola Solutions to the model as one of those stocks lowers the yield via more stock gains or the reduction of a buyback. For those not familiar with net payout yields, it is the combination of the dividend yield and the net buyback yield. In essence, it is the percentage paid to investors. A typical fund focuses on dividends while some focus on buybacks, but recent history has shown that the stocks paying the l...

This model was down 7.7% in May versus a 6.3% loss for the benchmark S&P 500. In a rare occasion, the model underperformed the market by more than 100 basis points. While disappointing, this does happen sometimes. The benefit is that the stocks with large buybacks are able to purchase more shares at these cheaper prices. Trade Only one major position change was initiated in May with the addition of Ameriprise Financial (AMP) in two transactions. The company has a spectacular net payout yield exceeding 15% with the dividend portion at nearly 3%. The other major transaction was switching out of Phillips 66 (PSX) and back into a full position on ConocoPhillips (COP) after the spinoff back in April. After some research, ConocoPhillips provides the higher guaranteed yields while Phillips 66 remained uncommitted on buybacks. A half position in Home Depot (HD) was sold to reduce exposure to the home improvement sector since both Home Depot and Lowes (LOW) had become t...

After a big selloff, the advantages of Net Payout Yield stocks really comes into focus. These companies benefit from the strategic ability to repurchase shares and issue dividends. The market is currently enamored with dividend stocks, but those stocks don't exactly benefit investors when the stock drops. Investors are stuck with capital losses while collecting dividends, but the company can't do anything with the lower stock price to benefit shareholders. Companies that participate in large buybacks though have the ability to repurchase shares at much cheaper levels now. This benefit has largely been ignored by the markets over the years with the general sentiment that share repurchases aren't effective. The key though is that most investors don't focus on net share repurchases. Companies that greatly reduce the stock float provide more earnings for shareholders. Read the full article at Seeking Alpha. Disclosure: Long AMP, COP, DTV, GPS, GS, KSS, and TWX. Please...

Ameriprise Financial (AMP) has one of the juiciest yields in the markets these days, but most investors don't even know it. How could a company with a nearly $12B market cap have a large yield without the market realizing it? Maybe it goes back to Ameriprise Financial splitting from American Express (AXP) several years ago. Combine the split with the financial crisis and maybe most investors don't know or trust what appears to be a new name in the financial world. After all, American Express has much lower yields and forecasted growth rates, so investors appear to trust the old parent more. The other culprit is that investors remain completely focused on the dividend yield while ignoring the buyback yield or even more importantly, the earnings yield. Read the full article at Seeking Alpha. Disclosure: No position, but might initiate a position in AMP this week. Please read the disclaimer page for more details.