Watchlist World

Watchlist World

Note: I will upload an upgraded version of this spreadsheet after christmas!

16 Replies to “Watchlist World”

  1. Interesting list! How and why did you choose these stocks to watch? Is the dividend growth rate a significant factor? What are the most important metrics you consider?
    BTW, what do the blue and yellow boxes represent?

    1. Hi Kristina,

      New to Stockles! Welcome 🙂

      Most of the stocks are big international high-quality companies. Therefor, everyone can use it, and not just dividend or DGI investors.

      The data is gathered from google finance, and at the moment, they lack a lot of the metrics I care about. Also, I have had to “hide” several coloumns to make it possible to share it. If “shown” the loading time would take forever. If I could, I would have included several other metrics, but it´s impossible.

      Yeah, about the colours:
      The blue is simply stock movement higher or lower than than 3 % , and yellow is from 1 – 3 % . It´s just to make it easier to see what´s happening, and if a stock has gone down or up significantly. Thanks for commenting!

  2. Good list Stockles.

    Which ones out of the green boxed stocks you like or in other words you think are not value trap?

    For me, the only green one I like is LTC. Valuation basis, it looks fairly valued at current price at a nice yield. My only concern is that many of the healthcare REITs are under pressure due to impending changes to govt. medicare/medicaid payments. Though, I haven’t looked to see how much exposure LTC has to govt. paid programs vs. private. But if I were to pick one, it would probably be LTC. I already own OHI and VTR and feeling some of the pain in OHI.

    Btw, all the percent values in your watch list have comma instead of a decimal point. It’s just a formatting issue. I had the same problem when I picked the percent formatting. Just divide each % number by 100 and it will show the rightly formatted number.

    1. Hi Mr. ATM,

      Thanks! To be honest, this week /month there arn´t many green attractive positions. For quite the time GIS, KMB and HRL was green, and that was a better entry point in my mind. However, I don´t use the list as a “buy rec”, but it´s quite clear that sectors move together and I think this captchers most of it.

      However, I´m keen on updating the spreadsheet. Any good suggestions?

      1. Hi Stockles,

        For blue chip companies, I sometimes only pay attention to how far down they are from their 52 week high and don’t pay much attention to their 52 week lows.

        This is because some of these best of the breed stocks don’t ever get close to their 52 week lows and I don’t want to miss out on them.

        SJM is one of the only food stocks I track in my watch-list and it is about 17% below its 52 week highs with a blended P/E of about 15. So fairly valued according to FastGraphs. It is 19% above its 52 week lows.

        MDT is another one. It is a blue chip medical device maker. Relatively cheap valuation.

        KSS is one from the retail sector. Shorter dividend history but has some good dividend growth and yield. Could be a Amazon buyout candidate. I already own it.

        BTW, your watch list is so damn huge. What are you trying to do? Call the entire stock market as your watch list? 🙂 That would be too funny Stockles!

        I suggest you narrow it down to a smaller list of stocks that is “Stockles’ Approved”. That way your readers would know the stocks you like and the watch list would have more meaning to it. You can then promote it on twitter.

        Take care

        1. Hi Mr. ATM,

          Hehe. The list, watchlist world, is not a “watch this company then maybe buy”, but more a total market overview in the same way as finviz provides.

          I should make a list of Stockles Approved stocks -> Christmas project!

          Let´s go ahead and talk about your stocks:

          SJM looks like a good stock. I see that when you talk about P/E, you talk about Forward P/E and not current. Okey. Good to know. Here are the current data:
          P/E Ratio: 24.0 Sector P/E: 26.6 FCF Yield: 6.7%
          EV / EBIT: 18.6 Div. Yield: 2.63% P/B Ratio: 1.9

          MDT should be on the list. Good call. Current data:
          P/E Ratio: 22.2 Sector P/E: 25.4 FCF Yield: 4.3%
          EV / EBIT: 20.5 Div. Yield: 2.27% P/B Ratio: 2.2

          I know about KSS from before, but the dividend seems a bit unsafe. Here is from SSD:KSS has a Dividend Safety Score of 32, suggesting that the company’s dividend is riskier than the average dividend stock and should be approached with some caution. The company’s earnings payout ratio over the last 12 months is 57%. This is a reasonably safe payout ratio for most types of businesses. Importantly, KSS has been a consistent free cash flow generator and recorded positive free cash flow in 12 of its last 13 fiscal years. Free cash flow is the sign of a healthy business and is needed to fund sustainable dividends. KSS has generated returns on invested capital between 5% and 10% most years and earned a 6% return in its most recent fiscal year. This level of return suggests that KSS’s moat is about average. During the financial crisis, KSS’s sales declined by 1%. Many companies performed worse during the financial crisis, which means that KSS might not be as sensitive to the economy’s overall health as many other dividend stocks. KSS’s stock returned -21% in 2008, outperforming the S&P 500 by 16% and suggesting it could provide greater downside protection in the event of another bear market. You should also be aware that the stock’s price has been a bit more volatile than the market in recent years. This isn’t a big red flag, but it could mean that the company’s fundamentals are more sensitive than other businesses.

          See you!

          1. Oh okay, now I see why you call it ‘Watchlist World’ 🙂

            Thanks for sharing your thoughts on SMJ and KSS.

            The P/E I use is a blended P/E which is a weighted average of current (TTM PE) and forcast P/E. This is the approach FastGraphs uses which is the tool I use to look at valuation. I like this approach because it is both forward and backward looking using a single metric.

            I agree with you on the risks with KSS. I bought it because it was so cheap at the time with a yield over 5.5% that I couldn’t resist it. Even though Kohl has a shorter history of dividend, it has done quite well during recession, mainly because they are famous for offering highly discounted or marked off prices on clothes and other items that people still buy during economic downturn. So could be a good hedge against slowing economy.

            The other thing I like about KSS is its relationship with Amazon. There could be more to it and speculatively speaking, Amazon could acquire them in near future.

            In any case, KSS is a small position for me and I’ve no intention to make it a core. It’s more of a speculative position if anything. Though, it has done quite well and I already have a nice 26% gain on it, but would likely sell it next year and invest the proceeds into an existing core position.

            That will put my portfolio to 40 positions which is where I would keep it.

  3. Looking at the layout and use of colors, good choice.
    Don’t you also think it would be a lot nicer if Price P/P Yield could be auto updated by pressing just 1 button?
    So to have those fields linked to another site that provides this info..

    Asking because it would make my life and website giveaway better..

    1. Thanks! Yes, I have a second version of this spreadsheet and there it shows many more attributes, such as yield, but it takes forever to run those command on wordpress so I had to neglect yield and P/B.
      Once google finance fixes their commands, I will include it.

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