Five European Household & Personal Goods Stocks To Consider

Stocks from the Household & Personal Goods industry are attractive to add during any market condition for some of the following reasons:

Five European Household & Personal Goods stocks are listed below for consideration:

1.Company: Reckitt Benckiser Group plc (RBGLY)
Current Dividend Yield: 2.59%
Sector: Household goods
Country: UK

2.Company: adidas AG (ADDYY)
Current Dividend Yield: 2.07%
Sector:Textiles, Apparel & Sports Goods
Country: Germany

3.Company: British American Tobacco PLC(BTI)
Current Dividend Yield: 3.92%
Sector: Tobacco
Country: UK

4.Company:  Imperial Tobacco PLC(ITYBY)
Current Dividend Yield: 4.36%
Sector: Tobacco
Country: UK

5.Company: Henkel AG & Co KGaA (HENKY)
Current Dividend Yield: 1.66%
Sector: Household Products
Country: Germany

Note: Dividend yields noted above are as of July 22, 2014. Data is known to be accurate from sources used.Please use your own due diligence before making any investment decisions.

Disclosure: Long RBGLY, HENKY

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Performance Review: Canadian Pacific vs. Canadian National

Canadian Pacific Railway (CP), one of the two major railroads in Canada, has outperformed Canadian National (CNI) in the past few years. The former CEO of CN, Hunter Harrison became the CEO of CP in mid 2012.

In the past two years CP has soared by over 161% in terms of price appreciation alone while CNI is up by over 56%. The five-year returns for the two railroads are shown in the chart below:

Click to enlarge

Source: Yahoo Finance

In the past 5 years, Canadian Pacific has shot up by over 382%. But Canadian National is up by just over 196%. As of Friday’s close CP has a market cap of over $34.0 billion while CN has a market cap of over $56.0 billion.

Disclosure: Long CNI

Knowledge is Power; Japan Stocks, Sharholders, Debt Edition

The sectors to benefit from the Japanese revival (FE Trustnet)

Americans go into debt to buy food, gas (MarketWatch)

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How a 2% fee adds up to $350,000 over time: Mayers (The Star)

A world run for shareholders (Le Monde)

Britain took more out of India that it put in – could China do the same to Britain? (The Guardian)

4 Mistakes to Avoid in International Investing  (Charles Schwab)

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Punta Cana Beach, Dominican Republic

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The Worst Performing Foreign Bank ADR YTD: National Bank of Greece

On May 31, 2013 I wrote an article on National bank of Greece when it implemented a second reverse split and suggested that investors avoid Greek stocks. From the article:

National Bank of Greece (NBG) has implemented a reverse split for the 2nd time in less than two years. In November, 2011 when the reverse split went into effect in the ratio 1:5 I noted that investors may want to avoid the stock. On May 30th, the bank reverse split the ADR again. This time they seem to be trying to keep the share price above $1.00 for some time and gave shareholders 1 ADR for each 10 held. After closing at $1.22 on May 29th, the stock opened at $5.70 yesterday and end the day at $7.07. From the reverse split made in November, 2011 to the current split, the stock fell by over 50%.

This is an update to that article.

On May 31, 2013 my screenshot of NBG showed a price of $7.22.  On June 6, 2014 the stock price closed at $4.02.  In fact, National Bank of Greece is the worst performing foreign exchnage-listed ADT year-to-date with a loss of over 28%.

The 5-year performance chart of the bank is shown below:

Click to enlarge

 NBG 5 -Years-Return


Source: Google Finance

In the past 5 years the stock is down about 93%.

Related ETF:

Disclosure: No Positions

Dividend Growers Lead In Total Returns Among Canadian Stocks

Dividend-paying stocks generally yield better returns than non-dividend payers in the long run. However companies that increase their dividend payments consistently over the years perform even better in terms of total return than dividend payers.

The following chart shows that dividend growers were the best in total returns for the period shown from a Canadian market perspective:

Click to enlarge

Canada Dividend Growers Outperform

Source: Earning Dividend Income Just Makes SenseAGF Management Limited

Note: The returns shown are based on the domestic market (C$).

Ten Canadian dividend stocks are listed below to consider:

1.Company: Bank of Nova Scotia (BNS)
Current Dividend Yield: 3.65%
Sector: Banking

2.Company: Bank of Montreal (BMO)
Current Dividend Yield: 4.06%
Sector: Banking

3.Company: Royal Bank of Canada (RY)
Current Dividend Yield: 3.77%
Sector: Banking

4.Company: Toronto-Dominion Bank (TD)
Current Dividend Yield: 3.47%
Sector: Banking

5.Company: Suncor Energy Inc. (SU)
Current Dividend Yield: 2.18%
Sector: Oil & Gas

6.Company: Canadian National Railway Co (CNI)
Current Dividend Yield: 1.51%
Sector: Industrials

7.Company: Canadian Natural Resources Limited (CNQ)
Current Dividend Yield: 2.02%
Sector: Oil & Gas

8.Company: Enbridge Inc. (ENB)
Current Dividend Yield: 2.70%
Sector: Oil & Gas

9.Company: Manulife Financial Corporation (MFC)
Current Dividend Yield: 2.60%
Sector: Insurance

10.Company: Canadian Pacific Railway Ltd. (CP)
Current Dividend Yield: 0.76%
Sector: Industrials

Note: Dividend yields noted above are as of June 6, 2014. Data is known to be accurate from sources used. Please use your own due diligence before making any investment decisions.

Disclosure: Long BNS, BMO, CNI, TD and RY

Germany’s Top Trading Partners In 2013

In this post let’s take a brief look at the top trading partners of Germany last year.As Europe’s largest economy and an export-oriented economy Germany trades with some of the other major countries.

The chart below shows the top trading partners of Germany:

Click to enlarge

Germany Top - Trading Partners 2013

Source: De Statis

Among the top five export destinations, three are in Europe. It is interesting that the U.S. is the second largest importer of German goods and services. The U.S. is also a major exporter of goods and services to Germany.

Russia is one of the major exporters of oil and natural gas to Germany. Hence it appears in the top 10 sources of imports.

The three largest export goods(based on Euros) in 2013 were Motor vehicles, trailers and semi-trailers, Machinery and equipment and Chemicals and chemical products. The largest import product was Crude petroleum and natural gas.

Related ETFs:

Disclosure: No Positions