Out Fox The $treet

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. April Returns Below are two charts highlighting the monthly returns of the top 10 stocks from April (see list here ). Due to limitations with YCharts, the chart was broken into the Top Five and Next Five lists. The Top Five stocks had a disappointing month after a strong April. American International Group ( AIG ) and Kohl's ( KSS ) had solid gains for the month that easily beat the 2.4% gain of the S&P 500. Both Seagate Technology ( STX ) and DirecTV ( DTV ) performed ok with flat results for the month. The biggest problem was that Motorola Solutions ( MSI ) plunged 10.2% after an earnings warning. Read the full article at Seeking Alpha. Disclosure: Long all sto...

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 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. Net Payout Yields Defined The net payout yield is the combination of the dividend yield and the net buyback yield added together to calculate the yield returned to shareholders. The net buyback yield adds stock repurchases and subtracts shares issued. The yield is calculated using the amount of buybacks over the last four quarters divided by the current market cap. Read the full article at Seeking Alpha. Disclosure: Long COP, DTV, GS, KSS, MSI, 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. Net Payout Yields Defined The net payout yield is the combination of the dividend yield and the net buyback yield added together to calculate the yield returned to shareholders. The net buyback yield adds stock repurchases and subtracts shares issued. The yield is calculated using the amount of buybacks over the last four quarters divided by the current market cap. Read the full article at Seeking Alpha. Disclosure: Long COP, GS, KSS, MSI, and WLP. Please review the disclaimer page for more details. 

Last Thursday morning, The Gap, Inc. (GPS) reported August 2012 net sales that showed surging comp sales for all of the domestic brands. This news sent the stock surging to a new 52-week high of $36.60 before closing at $36.11. The company is a leading global specialty retailer offering clothing, accessories, and personal care products under the Gap, Banana Republic, Old Navy, Piperlime, and Athleta brands. With the stock now up 100% for the year, many investors wonder when will the rally end and what could've predicted these gains. At Stone Fox Capital, the one predictive reason all year continued to be the huge Net Payout Yields (NPY). The company had consistently been in the top of the monthly NPY list , telling investors to stay invested. Read the full article at Seeking Alpha. Disclosure: Long GPS. Please review the disclaimer page for more details. 

This article is a continuation of a series highlighting the top net payout yield stocks that was started in June (see article) and repeated in July (see article). The series is meant to highlight the best stocks for the upcoming month so this report is clearly late. Though with the majority of the month left, it is still worth reviewing last month's results and the updated list as of data from August 10th. Read the full article on Seeking Alpha. Disclosure: Long all positions mentioned. Please review the disclaimer page for more details. 

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...

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...

After about 14 months of running a Net Payout Yields Model on Covestor, I'm still stunned how few people understand the concept or even incorporate it into investing. Net Payout Yields are the combination of the ever popular dividend yield and the always controversial net stock buyback yield. Or another way, the yield a company pays out to shareholders. No preference is given to whether the yield is obtained via dividends or buybacks. It seems that most investors are in love with the dividend paying stocks, but hardly anybody can get behind stock buybacks. Oddly though, very few investors take advantage of the combination. Read the full article at Seeking Alpha.  Disclosure: Long DTV, LMT, TRV, LO, WLP. Please read the disclaimer page for more details.