Friday, November 13, 2020

Home Run Number 27

The market's big move on Monday was just the encouragement one of my home run contenders needed to hit a home run! 

Recall that I designate stocks whose total returns exceed my initial capital outlay, home runs. For dividend growth stocks, total returns include both unrealized gains and dividends received. 

Last week, two stocks achieved home run status, Air Products and Chemicals, Inc (APD), and QUALCOMM Incorporated (QCOM). 

Today I'm presenting DivGro's 27th home run, achieved by a stock I first bought in April 2015.

DivGro's Home Runs


Here is a list of DivGro's home runs with updated total returns (and annualized total returns):
  • Home run #1: General Dynamics (GD) — up 55% (16% annualized)
  • Home run #2: Nippon Telegraph & Telephone (NTT) — closed for 125% gain (37% annualized)
  • Home run #3: Digital Realty Trust (DLR) — closed for 102% gain (44% annualized)
  • Home run #4: Altria Group (MO) — up 1% (0% annualized)
  • Home run #5: Reynolds American (RAI) — closed for 180% gain (53% annualized)
  • Home run #6: Main Street Capital (MAIN) — up 100% (19% annualized)
  • Home run #7: Microsoft (MSFT) — up 398% (80% annualized)
  • Home run #8: UnitedHealth Group (UNH) — up 113% (34% annualized)
  • Home run #9: Northrop Grumman (NOC) — closed for 132% gain (46% annualized)
  • Home run #10: McDonald's (MCD) — up 155% (25% annualized)
  • Home run #11: AbbView (ABBV) — up 78% (18% annualized)
  • Home run #12: Lockheed Martin (LMT) — up 43% (22% annualized)
  • Home run #13: Raytheon Technologies (RTX) — up 27% (45% annualized)
  • Home run #14: Netflix (NFLX) — up 135% (51% annualized)
  • Home run #15: Intel (INTC) — up 138% (20% annualized)
  • Home run #16: Valero Energy (VLO) — down 5% (-1% annualized)
  • Home run #17: Aflac (AFL) — up 89% (17% annualized)
  • Home run #18: Apple (AAPL) — up 378% (77% annualized)
  • Home run #19: Xcel Energy (XEL) — up 143% (28% annualized)
  • Home run #20: Amazon.com (AMZN) — up 157% (58% annualized)
  • Home run #21: Salesforce.com (CRM) — up 91% (45% annualized)
  • Home run #22: Procter & Gamble (PG) — up 101% (15% annualized)
  • Home run #23: Taiwan Semiconductor Manufacturing (TSM) — up 123% (59% annualized)
  • Home run #24: Pinterest, Inc (PINS)— up 135% (560% annualized)
  • Home run #25: Air Products and Chemicals, Inc (APD)— up 109% (56% annualized)
  • Home run #26: QUALCOMM Incorporated (QCOM)— up 118% (81% annualized)

      Once a position reaches home run status, it retains that status even if the stock price drops and the total returns dip below the 100% mark. Also, if I buy additional shares of a home run stock at a higher cost basis, the calculated total returns could also drop below 100%.

      I've reopened positions in NOC and DLR, both of which achieved home run status before I closed my original positions. Repeat positions like NOC and DLR will have to earn home run status again... they don't get a free ride!

      Below is a snapshot of DivGro's existing home run stocks, sorted by annualized returns (>1 year):



      Home Run #27


      My 27th home run stock is Cummins Inc (CMI). 

      Monday's big market spike drove CMI to an all-time high of $244.67 per share, easily topping the threshold to become a DivGro home run stock. My average cost basis for CMI is $126.19 and I've received dividend income totaling $1,059 since first buying the stock in April 2015. 

      Here is a table showing the buy dates, number of shares, and the average cost basis of my CMI shares:


      Here is a price chart of CMI indicating my buys since April 2015:


      Home Run Contenders


      There are two stocks that are approaching home run status: 
      1. NextEra Energy, Inc (NEE) -- total returns of 98%
      2. Texas Instruments Incorporated (TXN) -- total returns of 80%



      NEE has the lead and we'll see if and when it achieves home run status!

      Concluding Remarks


      With total returns exceeding my initial investment, CMMI is the latest home run stock in my DivGro portfolio. I'm looking forward to seeing which stock becomes my 28th home run!

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