Out Fox The $treet

Pfizer is down sharply over the last couple of months culminating with a decision to not split into two companies. The company has a stock buyback plan, but chooses to use larger amounts of cash on making acquisitions such as paying $14 billion for Medivation. Pfizer isn't a horrible stock to own, but the signals don't suggest outperformance for the next year. At first glance, the multi-month drop in  Pfizer (NYSE: PFE )  appears to offer an opportunity. After all, the dividend is back to a respectable 3.5%. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details. 

The New Dogs of the Dow had a solid Q1 gain that surpassed the benchmark Dow. The average stock in the Net Payout Yields based list had a yield of 9.2% to start Q2. Due to a large buyback, United Technologies overtook the lead with the highest yield at 13.1%. This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see  The New Dogs Of The Dow - 2015 ) last January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha.  Disclosure: Long AAPL, CAT, IBM, TRV. Please read the disclaimer page for more details.

The New Dogs of the Dow had substantial Q3 losses similar to the benchmark Dow. The average stock in the Net Payout Yields based list has a yield of 9.1% to start Q4. Even after a small gain in Q3, Travelers continues to top the list with a 12.1% yield. This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see The New Dogs Of The Dow - 2015 ) back in January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha. Disclosure: Long AAPL, CAT, IBM, TRV. Please review the disclosure page for more details....

Summary The New Dogs of the Dow had Q2 returns that exceeded the gains of the DJIA, but it failed to match the rebound of the Dogs of Dow theory. The average stock in the Net Payout Yields based list has a yield of 8.3% starting Q3. After a large loss in Q2, Travelers tops the list with a 12.3% yield.    This article will focus on the quarterly returns and changes in the new "Dogs of the Dow" strategy originally introduced (see The New Dogs Of The Dow - 2015 ) back in January. The goal of the series is to highlight that the old theory of buying the Dow stocks with the highest dividend yields is outdated. The more modern version involves using the Net Payout Yield (NPY) that adds the net stock buyback yield to the dividend yield. This yield more accurately reflects the modern corporate structure that utilizes a large amount of stock buybacks. Read the full article on Seeking Alpha .   Disclosure: Long AAPL, CAT, IBM, T...

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. 

Interesting charts on mega caps Intel (INTC) and Pfizer (PFE) presented on Fast Money . It appears that after roughly a decade of no movement, at least some of these huge stocks are starting to break out of long term confined patterns. These stocks will help push the major indices up if the breakouts continue. This is interesting as some mega cap stocks such as INTC appear on the Net Payout Yield list. The yields are incredibly high considering that the 10 year yield remains below 2%. INTC alone has a 3.3% dividend yield without counting any buybacks. Shouldn't be that much of a surprise that investors are finally catching on to these attractive yields.  Disclosure: No positions. Please review the disclaimer page for more details.