Out Fox The $treet

The top ten net payout yields outperformed the market in July due to several stocks with monthly gains in excess of 9%. The top ten net payout yield stocks average yields of 14.7% to start August. Motorola Solutions continues to hold the highest yield now at 25.7%. 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 has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article at Seeking Alpha. Disclosure: Long GM, HIG, MSI, NLY, NOC, NTAP, TRV, VIAB. Please review the disclaimer page for more details. 

The top ten net payout yields underperformed the market in June due to several stocks with larger losses than the S&P 500 index. The top ten net payout yield stocks average yields of 14.0% to start July. Motorola Solutions continues to hold the highest yield now 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 has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article on Seeking Alpha. Disclosure: Long HIG, MSI, NLY, NOC, NTAP, TRV, VIAB. Please review the disclaimer page for more details. 

The top ten net payout yields underperformed the market in April due to a couple of weak individual stocks. The top ten net payout yield stocks averaged yields of 13.6% to start May. Motorola Solutions continues to hold the highest yield now at 25.8%. 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 has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article on Seeking Alpha. Disclosure: Long HIG, MSI, NLY, NOC, NTAP, TRV, VIAB.

The top ten net payout yield stocks underperformed the market in March due to a couple of weak individual stocks. The top ten net payout yield stocks averaged yields of 13.3% to start April. Motorola Solutions continues to hold the highest yield now at 18.7%. 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 has beaten the S&P 500 for four consecutive years. Please review the original articles for more information on the NPY concept. Read the full article on Seeking Alpha. Disclosure: Long HIG, IBM, MSI, NLY, NTAP, TRV, VIAB. Please review the disclaimer page for more details. 

Summary Net Payout Yield stocks outperformed the market in March. The Top 10 Net Payout Yield stocks averaged 11.9% yields. Dollar Tree joined the list for April and Halliburton dropped off. 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. Read the full article at Seeking Alpha. Disclosure: Long AAPL, CTL, HAL, NLY, NOC, SDRL, T. Please review the disclaimer page for more details. 

Summary List of top net payout yield stocks for March. Reviews returns from the February list. Discusses the benefits of net payout yields. 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. 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 on Seeking Alpha. Disclosure: Long CTL, DTV, HAL, MSI, NLY, NOC, and T. Please review the disclaimer page for more details. 

This article follows previous articles listing stocks starting with a G , C , and S that are attractive stocks for 2014. Over the last several years, a lot of the small-cap, growth stocks struggled to achieve market returns. Typically these high beta stocks would outperform the market during strong periods, so Stone Fox Capital is focusing on several lists of these stocks that offer potential high returns. When reviewing attractively priced stocks for 2014, groups of stocks happened to cluster into ones starting with the same letter. Instead of focusing solely on an industry or specific sector, this list will link far-flung sectors that might not typically attract the same investment crowd. The list of 'N' stocks is Annaly Capital Management ( NLY ), Nuverra Environmental Solutions ( NES ) , and Nuance Communications ( NUAN ). Read the full article here. Disclosure: Long NES and NLY. Please review 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 ). 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. 

As the market for mortgage real estate investment trusts (mREITs) has lost some steam over the last couple of weeks, the investor day for Two Harbors Investment Corp (TWO) provided an ideal time to review the prospects for this company. The company acquires, owns and manages a portfolio of Agency and non-Agency residential mortgage-backed securities and related investments. The investment approach focuses on security selection and the relative value of various sectors within the mortgage market. Two Harbors currently has a total residential mortgage-backed securities (RMBS) portfolio of over $15B, providing for a significant hybrid mREIT that now has substantially reduced the expense ratio to 0.8%. Read the full article at Seeking Alpha. Disclosure: Long NLY. Please review the disclaimer for more details. 

--> This model was up 4.8% in August versus a 2.0% gain for the benchmark S&P 500. The model rebounded sharply from a weak performance in July. Trades As mentioned previously, one goal of this model is to slowly trim the amount of positions back closer to 20 after reaching 26 a few months back due to mergers and partial positions. Hence, the model only made a sell during August to reduce the position total down to 24. Express Scripts (ESRX) was sold as the merger with Medco Health (MHS) led to the reduction of share buybacks. Considering the company doesn’t pay dividends, it left the Net Payout Yield (NPY) heading towards zero. The stock was sold at $62.49 on the spike higher following strong earnings. This sell further highlights the ability of the model to be opportunistic when a position no longer meets the set criteria. Instead of having a rigid sell point at a quarter end, the model is able to trade positions when the market presents an ideal time. ...