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Monthly Newsletter & Online Research Tools for Dividend Investors

  • Earn Safe Income to Last a Lifetime
  • Preserve and Grow Your Capital
  • Avoid Costly Dividend Cuts
  • Track Your Portfolio’s Monthly Income
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Your One-Stop Shop for Safe Dividend Investing

Hello, my name is Brian Bollinger. I started Simply Safe Dividends because I am passionate about dividend investing and helping individual investors. Drawing on my professional experience working as an equity research analyst, I built Simply Safe Dividends to be your one-stop shop for safe, responsible dividend investing.

 

Most of our members are nearing retirement or are already retired, and we deliver all of the information and guidance they need to build and maintain a safe, growing stream of dividend income. In fact, many of our members have canceled multiple subscriptions to other services because Simply Safe Dividends more than checks all of the boxes they need to hit their investment goals, and I hope we can do the same for you.

 

Simply Safe Dividends provides a monthly newsletter and a comprehensive, easy-to-use suite of online research tools. Whether you are looking to find and research individual dividend stocks, track your dividend portfolio’s income, or receive guidance on potential stocks to buy, Simply Safe Dividends has you covered. Our service is rooted in integrity and filled with objective analysis and data.

 

Here are some of the key features Simply Safe Dividends provides to help you get closer to reaching your goals:

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Avoid Costly Dividend Cuts

Our Dividend Safety Scores alert you if a company is at risk of cutting its dividend. In one click, you can assess how safe a company’s dividend payment is to avoid risky stocks. Kinder Morgan, ConocoPhillips, BHP Billiton, Potash, and others ranked in the bottom 10-20% for Dividend Safety before their dividend cuts were announced.

  • Reduce the Risk Profile of Your Dividends
  • Build a Resilient, Growing Income Stream
  • Retire Comfortably and Sleep Well at Night
  • View Safety Scores for Thousands of Stocks

Monitor Your Portfolio’s Income & Risk

Our Portfolio Analyzer tool gives you deep insights into your dividend portfolio, saving you time and helping you make better informed decisions to reach your investment goals. Stay on top of your holdings’ Dividend Safety Scores, payment schedules, and key risk metrics to avoid surprises and strengthen the profile of your income stream.

  • Track Your Portfolio’s Monthly Income Schedule
  • Identify Your Riskiest Dividend Stocks
  • Project Your Future Dividend Income
  • Maintain a Safe, Growing Income Machine

Learn from a Real Research Analyst

Simply Safe Dividends is run by Brian Bollinger, who previously worked as an equity research analyst for a large investment fund and is a Certified Public Accountant. Brian writes the monthly newsletter, manages the firm’s model dividend portfolios, and happily assists members with any and all questions they have about dividend investing.

  • Discover Quality, Well-Researched Ideas in Each Month’s Newsletter
  • Follow Portfolios Built for Your Needs (e.g. Conservative Retirees)
  • Read In-Depth Research on 100+ Major Dividend Stocks
  • Discover Tips to Become a Smarter, Safer Investor

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What Members are Saying…

“I am an A plus physician and a D plus stock investor. My individual and mutual fund investments over time have done poorly due to impatience, ignorant choices, and high fees.

 

Brian’s service is an ideal match for me. After years of painful mistakes, I now share his strategy of long term investing in top quality dividend yielding stocks rather than short term speculating. Had I applied his investing strategy years ago my retirement would be secure.  Instead I am playing catch up now. But with Brian’s sensible guidance I am on my way to developing a high quality dividend producing portfolio.

 

I don’t like giving up control of my investments to money managers who rarely beat indices over time, charge high fees, and can put clients at excess risk.

 

Simply Safe Dividends is a bargain. It allows me to be an active investor without making ignorant choices. Brian does the heavy lifting for his clients. He researches each highly selected pick exhaustively. Then he offers easy to understand analysis and data on each recommendation, plus on thousands of other companies if one wishes to invest “off the reservation”.  He offers several groupings of stocks to choose from depending on ones tolerance for risk, time horizon, or strategy. I choose companies from each list to form my own super grouping, with emphasis on “Conservative Retirees” picks.

 

The Portfolio Analyzer lets me review my portfolio components from all sides: quality rating, dividend risk, yield, distribution frequency, etc. It’s an easy way to plan one’s retirement.

 

I am addicted to Simply Safe Dividends’ monthly newsletter.  Brian’s monthly recommendations allow his clients to dollar cost average into highly rated stocks which are long term dividend yielding winners trading at temporarily depressed prices. It’s a monthly value play styled after Warren Buffett’s success.

 

Lastly, when I email Brian with questions about his or other stocks, he responds promptly, thoughtfully, humbly, and always insightfully. Brian is a like young Richard Russell, and I intend to profit from his passion and skill over time.”

– D.G., Florida

“I am 59 years old and have accumulated savings over a thirty year career and am now faced with the challenges of how to use the savings to provide an income stream in retirement.  I previously had investments in a managed account (charging 1% of assets each year) run by seasoned investment advisors with an impressive 30 year track record whose primary objective was preservation of capital.  After experiencing a 60 percent drawdown in 2008, I gradually liquidated my investment with them, ending up with most of my money in cash by the summer of 2015.  I was determined to do my best to avoid a repeat experience, but recognized that an all-cash approach to retirement investments was not going to work.  I also came to the conclusion that paying ‘experts’ 1% per annum was simply not cost effective in the current extreme low yield environment, so decided that I would try and learn as much as I could about making my own investment decisions.

 

Historically, someone in my situation would have constructed a ‘balanced’ portfolio of fixed income investments and stocks, with the fixed income portion likely making up at least half of the portfolio and yielding five percent or so.  Unfortunately for those of us planning for retirement, we live in an time of unprecedented low rates.  In my search for alternatives, I was drawn to dividend stocks because it is one of the few areas that seemed to at least offer the possibility of providing a reasonable income stream on invested capital.  Having said that, I was well aware that investments in stocks are risky, that there is tremendous demand for yield, and that stocks in general, and many dividend stocks in particular, have had huge gains in recent years.  I needed to find out if there were dividend stocks that offered a reasonable income stream along with reasonable risk-reward characteristics appropriate for someone like me headed into retirement.

 

I researched several dividend sites on the Internet including Simply Safe Dividends (SSD). Several things drew me to SSD. In a relatively short amount of time several things became clear to me:

  • SSD has a thorough knowledge of dividend stocks and is extremely good at teaching others about them.
  • SSD has lots of data and targeted tools for the do-it-yourself dividend stock investor, including a Dividend Screener and Portfolio Analyzer.
  • The site is always improving, having a steady stream of new, informative articles along with continuous additions and upgrades of targeted tools.
  • SSD is cautionary and realistic about the current environment.  Candid about the fact that this is an extremely difficult and risky time to hunt down yield.
  • SSD is passionate about the subject and Brian’s responsiveness to questions and suggestions is outstanding.
  • SSD has actual portfolios with continuous updated commentary on the underlying components.

All of those factors made the relatively inexpensive commitment to join worthwhile.  My general impression from the other sites were that they did not have the in-depth knowledge that SSD has and were more hyped up to sell subscriptions than they were about actual content.  Several of the other sites were simply not realistic about the current environment and send out emails along the lines of this: ‘It’s Time to Buy These 8-11% Dividends’ (a real title of an article link sent in an email) without balanced commentary of the risks involved.”

– John S., New York

“The value of joining Simply Safe Dividends was self-evident. I love that there is not a single advertisement on the site, and the research contains so much more content. Brian also listens to the feedback and needs of his members and is always working to further improve the service. I remember when he added the portfolio analyzer tool with data I had desired. Not that he did it just for me, but we actually talked on the phone about ways to improve the tool. He took my suggestions to heart. This is good business and I know through this experience that Brian is seriously interested in helping others.”

– Ernie B., Texas

“Simply Safe Dividends offers good value for the money. The site is well organized, and Brian’s article flow makes a conscious attempt to educate his readers and steer them out of trouble. At the end of the day, Dividend Safety, Growth, and Yield Scores can be very useful in making the “right” investment decisions.

 

The fact that there was a system in place to generate Dividend Safety and Growth Scores, as well as the variety and depth of the materials on the site, convinced me that Simply Safe Dividends was a good choice. The quality and organization of the site (e.g. training videos) all point to an organized mind.

 

Brian is a bright investor out of business school and cut his teeth with a large asset management firm. He is continuously looking for ways to improve the site and offer members more value.”

– D. Chen, California

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“Prior to discovering Simply Safe Dividends, I was subscribing to about half a dozen dividend advisory services. However, I was not quite happy with any of them. Why? Because none of those services had all the important data and necessary information I needed for me to make a wise decision to buy top dividend stocks on a long term basis. I felt frustrated since I had to go and dig into several advisory letters to collect my selection criteria items.

 

Then luckily, in early 2016, I just happened to come across Simply Safe Dividends. After subscribing, I knew I had made the right choice. Simply Safe Dividends gives ALL of the criteria items I need in just one place in both numerical as well as graphical format for each stock: dividend yield, P/E ratio, Dividend Safety & Growth scores, EPS & FCF payout ratios, ex-dividend dates, pay dates, 1-, 3-, 5-, and 10-year dividend growth rates, dividend payout history, return on equity, and more. In addition, Simply Safe Dividends supplies other information such as four actively-managed dividend portfolios with different return and risk objectives, a personal watch list tool, a monthly newsletter, various useful articles, and a portfolio analyzer tool.

 

Lastly, please note that as of March, I have canceled ALL of those dividend advisory services except for this one. Also, whenever I have contacted Brian for any advice or question, he has immediately answered me within 24 hours. I shall always remain very grateful for his excellent website.”

– Meer A., Florida

“It’s not news to any investor that we all took a significant hit in 2008. I turned 60 that year and had worked with two advisors getting ready to retire. Fees and poor performance took their toll and I knew I needed to take more control of my portfolio.

 

I had hopes of retiring at 60 or 62 but like many, decided to continue working. A colleague introduced me to and helped me understand the real essence of dividend investing. Previously, dividends were icing on the cake. Now they were much more.

 

Dividend safety and a healthy company trumped day-to-day stock price variation. Now I wanted to collect a safe dividend while trusting in the long term health of a company.

 

Sounded pretty easy to me and as with most things in my life, I jumped in and read everything I could find, no matter how conflicting the information. I subscribed to many services but spotting safety and growth seemed elusive.

 

One day, quite by accident, Simply Safe Dividends was mentioned in a Seeking Alpha article. I looked at the site and was hooked. I subscribed and even asked questions via email. Brian answered my questions, and the more I learned from him the more confident dividend investor I became. I am aware that his site, like others, is algorithm-driven, but unlike most, Brian is monitoring everything constantly.

 

After reading an analysis of a company, did you ever wonder how old the information was? Brian dates his research.

 

The attributes of his site are simply too numerous to mention all of them. All the fundamental metrics you would collect from multiple sites are all in one place in the Stock Analyzer. His recent rollout of the Portfolio Analyzer has set a bar much higher than any other site I’ve seen. Brian also oversees four Portfolios, with their own goals and performance stated, to use as a base for quality long-term ideas as well as a monthly update of the portfolios in his Newsletter.

 

I rely on his metrics heavily but I try my non-accountant best to study the companies I’m interested in. If you want one site you can trust to help you the most, it’s Simply Safe Dividends.

– Joe M., Oregon

“I am a registered investment advisor and focus on buying high quality dividend growth stocks to generate safe income for my clients. We’ve been using investment newsletters as our analyst team for a long time, but never encountered an affordable one which truly met our needs.  They seem to always be in marketing mode with article headlines designed to appeal to fear or greed and to inspire action.  I felt manipulated when reading newsletters as they always seemed to be touting their successes while sweeping the errors into an unseen corner.  Security analysis came across like a sales pitch, accompanied by little discussion of risk.

 

Then, we found Simply Safe Dividends (SSD).  We discovered a truly analytical service that is very responsive to our questions and particular needs with no marketing hype.  But it wasn’t until about six months into our subscription that we went beyond the site’s data and got hooked by Brian’s dividend portfolios.  We were awash in large cap mature companies with solid dividend growth but lacked in faster growing smaller companies with reliable dividend growth.   With the adoption of the Long Term Dividend Growth portfolio in the monthly newsletter, we’ve been able to tap into the real wealth of SSD – it’s analytical rigor and thoughtful construction.  May SSD never be spoiled by its inevitable success!

– Jim P., Oregon

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  • Bill Gates Portfolio Dividend Stocks

Bill Gates’ Portfolio: Reviewing the Richest Man in the World’s Dividend Stocks – February 2017 Update

Bill Gates is the wealthiest man on the planet with a net worth in excess of $70 billion.   Just like you and me, Bill wants to earn a return on his pile of cash. Of the 16 publicly-traded companies held in the Bill & Melinda Gates Foundation Trust, 11 pay dividends.   In this article, I track and analyze changes in Bill Gates’ portfolio of dividend stocks. During the third quarter of 2016, Gates added to his position in Berkshire Hathaway but didn’t make any other moves. Before diving in to the portfolio’s holdings, let’s review his investment strategy.   Bill Gates’ portfolio is managed by Michael Larson, who has overseen Bill Gates’ personal wealth since 1994.   Bill Gates’ Investment Strategy [...]

Joining Brian at Simply Safe Dividends

Hey there, I'm Matt, Brian's new CTO at Simply Safe Dividends, and here's the story of how I arrived here...   I remember the first time I traded a stock. It was Google in 2008. My thinking was simple: buy low and sell high!   I had no clue what I was doing. Over the course of a few months, I bought and sold Google based solely on whether the price had gone up or down.   Here’s my complete trading history for Google between October 2008 and May 2009:     Let me do the math for you: I lost $55 after trading fees. To be honest, I probably didn’t even realize I lost money back then. I just traded [...]

  • HRL Dividend

Hormel (HRL) Lowers Outlook, Stock Drops 7%: What You Need to Know

Hormel (HRL) released new quarterly earnings results and updated its 2017 guidance this morning.   The company's earnings grew for the 15th consecutive quarter to reach a new record, and adjusted sales and volume increased by 3% and 5%, respectively. Not bad!   However, management lowered the company's 2017 earnings per share guidance to $1.65 to $1.71.   Hormel previously expected full-year earnings of $1.68 to $1.74 a share, so the company's updated guidance represents a 1.8% decrease at the midpoint.   Why the change? Turkey prices declined faster than expected, falling more than 60% from last year to hit a seven-year low.   The slump in turkey prices depressed profits in Hormel's Jennie-O Turkey Store segment, which accounted for 24% of the [...]

  • Special Dividend Definition Rules

Special Dividend Definition, Rules, and Impact on Stock Price

There are numerous reasons to embrace dividend growth investing as the best means to achieving long-term financial independence.   Most discussion focuses on traditional income stocks, those that pay out steadily growing quarterly dividends.   However, occasionally a company will issue a special dividend, which is generally much larger than a regular dividend and therefore tempting for yield-chasers.   As you might suspect, special dividends don’t necessarily benefit investors nearly as much as regular dividends.   Let’s take a closer look at what a special dividend is, how special dividends impact a stock’s price, taxes on special dividends, and everything in between that you need to know.   What are Special Dividends and Why Do Some Companies Pay Them? Generally, [...]

  • Taxes on Dividends

Guide to Taxes on Dividends

With tax season upon us and the world of dividend investing having now matured and expanded into an ever more complex universe of business types, many income investors are understandably confused about taxes on dividends.   Especially since the U.S. tax code has grown into one of the largest and most convoluted parts of our government.   In fact, the number of pages in the federal tax code expanded from 400 in 1913 to 74,608 in 2014, according to Wolters Kluwer.   Let’s take a detailed look at all of the most important considerations you need to keep in mind when it comes to the tax effects of the various dividend investing vehicles.   In this guide to taxes on [...]

  • GNC Cuts Dividend

GNC Suspends Dividend: An Important Lesson on Dividend Safety

GNC (GNC) surprised many income investors when management recently announced that the company’s dividend will be suspended.   After all, GNC has been in business for more than 80 years, maintains a payout ratio below 40%, generates solid free cash flow, and even increased its dividend every year since it began paying one in 2012 - including an 11% boost just last year.   These are some of the qualities we look for when evaluating companies for our Conservative Retirees dividend portfolio.   None of these strengths mattered, however.   GNC’s double-digit yield was wiped out immediately, adding insult to injury after the stock’s 70%+ decline over the past year.   Dividend safety and capital preservation are two keys for [...]

Best Weekly Performers



Worst Weekly Performers

TickerCompany_NameSectorIndustryCategoryMarket Cap ($M)Size_Details1-Wk ReturnRecent Price% Above 52-Wk Low52-Week Low52-Week HighSafety ScoreGrowth ScoreDiv YieldDividend_Growth_StreakEPS PayoutFCF_PayoutEx_Dividend_DatePay_Date1yr Dividend Growth5yr Dividend CAGRTen_year_dividend_growthP/E RatioFCF_YieldEV_EBITPB_RatioOperating_MarginROE1yr Sales GrowthFive_year_saless_growth1yr EPS GrowthFive_year_EPS_growthDebt to CapitalDebt_to_Capital_DetailsOne_year_TSRFive_year_TSR
AA Alcoa Inc. Basic Materials Non Ferrous Mining 0.0 5,913 Mid: $2B to $10B -5.9 34.48 0.7 20.00 39.78 < 5 Years 69.0 -100 -100 -100 0.64 0.7 100.0 0.0 0.1 Low Debt: 0.1 to 0.3
ABX Barrick Gold Corporation Basic Materials Gold Mining -0.2 22,595 Large: $10B to $100B -4.0 19.54 0.6 12.64 23.47 22 7 0.6 < 5 Years -4 6.0 02/24/2017 03/15/2017 -43 -34 -10 7.15 2.3 -26.2 -32.9 -1 -4.0 -165 0.5 Average Debt: 0.3 to 0.5 49.0 -18.0
AEG Aegon NV Finance Multi Line Insurance 1.5 10,607 Large: $10B to $100B -6.0 5.28 0.6 3.36 6.09 50 26 6.9 < 5 Years 107 20.0 05/22/2017 06/23/2017 7 -7 22.9 22.90 6.26 0.5 6.1 2.6 11 -4.0 -164 -23 0.4 Average Debt: 0.3 to 0.5 18.0 11.0
APA Apache Corporation Energy Oil Exploration & Production 1.2 19,553 Large: $10B to $100B -4.1 53.41 0.5 36.09 69.00 3 2 1.9 < 5 Years -3 -91.0 04/19/2017 05/22/2017 0 11 8 2.6 -443.4 -538.3 -6 -12.0 -85 0.5 High Debt: 0.5 to 0.7 50.0 -6.0
BBL BHP Billiton plc Basic Materials Mining 1.2 94,647 Large: $10B to $100B -4.9 32.67 0.7 19.23 37.44 28 2 0.9 < 5 Years -25 48.0 08/31/2016 09/20/2016 -76 -22 -2 3.85 104.08 3.8 -10.3 -31 -15.0 -435 0.3 Low Debt: 0.1 to 0.3 71.0 -7.0
BHP BHP Billiton Limited Basic Materials Mining 1.2 94,832 Large: $10B to $100B -4.6 37.97 0.7 22.06 41.79 28 2 0.7 < 5 Years -25 48.0 08/31/2016 09/20/2016 -76 -22 -2 3.31 104.24 3.8 -10.3 -31 -15.0 -435 0.3 Low Debt: 0.1 to 0.3 73.0 -9.0
CF CF Industries Holdings, Inc. Basic Materials Fertilizers 1.3 6,955 Mid: $2B to $10B -5.1 31.15 0.5 20.77 37.72 7 2 3.9 < 5 Years -100 -16.0 02/15/2017 02/28/2017 0 4 31 86.44 1.0 27.7 16.7 -22 2.0 -1,250 23 0.4 Average Debt: 0.3 to 0.5 10.0 2.0
CPB Campbell Soup Company Consumer Staples Miscellaneous Food 0.5 18,116 Large: $10B to $100B -5.6 59.11 0.1 52.58 67.89 96 48 2.4 < 5 Years 82 37.0 01/09/2017 01/30/2017 3 2 5 36.7 6.13 22.53 11.4 12.1 36.7 -1 2.0 -61 -6 0.6 High Debt: 0.5 to 0.7 -1.0 17.0
ECA Encana Corporation Energy Oil Exploration & Production 1.9 10,816 Large: $10B to $100B -8.4 11.19 2.1 3.57 13.85 1 0 0.5 < 5 Years -4 -29.0 03/13/2017 03/31/2017 -79 -40 -17 1.7 -141.5 -83.8 -25 -13.0 -125 0.4 Average Debt: 0.3 to 0.5 308.0 -3.0
FCX Freeport-McMoran, Inc. Basic Materials Non Ferrous Mining 2.5 17,714 Large: $10B to $100B -10.6 13.25 1.0 6.79 17.06 2 0 0.0 < 5 Years -6 -23.0 -100 -100 -100 2.0 -84.3 -100.4 -1 -4.0 -106 0.7 High Debt: 0.5 to 0.7 95.0 -16.0
FLS Flowserve Corporation Industrial Products Industrial Machinery 1.6 5,989 Mid: $2B to $10B -7.9 47.72 0.2 39.13 52.50 50 13 1.6 10+ Years 43 69.0 03/22/2017 04/07/2017 32 17 43.0 2.26 25.92 3.7 7.0 8.9 -17 -2.0 -7 -15 0.5 Average Debt: 0.3 to 0.5 17.0 9.0
GG Goldcorp Inc. Basic Materials Gold Mining 0.1 14,090 Large: $10B to $100B -4.8 16.57 0.4 11.91 20.38 29 3 0.5 < 5 Years -2 29.0 12/13/2016 12/23/2016 -73 -24 -4 1.68 145.93 1.1 -111.2 -32.7 -17 3.0 -130 0.2 Low Debt: 0.1 to 0.3 11.0 -18.0
GGB Gerdau S.A. Basic Materials Steel Producers 2.3 6,285 Mid: $2B to $10B -4.4 4.10 3.7 0.87 4.39 22 1 0.3 < 5 Years -2 3.0 11/22/2016 12/08/2016 -76 -42 -27 11.15 0.8 -7.3 -14.2 -21 -6.0 -105 0.4 Average Debt: 0.3 to 0.5 340.0 -14.0
GPC Genuine Parts Company Auto, Tires, Trucks Auto & Truck Replacement Parts 0.9 14,168 Large: $10B to $100B -4.3 96.25 0.1 86.61 105.97 98 80 2.8 20+ Years 57 45.0 03/08/2017 04/03/2017 7 8 7 20.8 6.06 13.38 4.3 7.4 22.3 1 6.0 0 9 0.1 Very Low Debt: < 0.1 9.0 13.0
HRL Hormel Foods Corporation Consumer Staples Meat Products 0.5 17,341 Large: $10B to $100B -5.2 34.66 0.0 33.18 44.73 100 96 2.0 20+ Years 37 44.0 01/12/2017 02/15/2017 16 18 15 21.1 3.95 13.24 4.1 13.9 20.0 9 4.0 29 14 0.1 Very Low Debt: < 0.1 -12.0 22.0
HSBC HSBC Holdings plc Finance Foreign Banks 1.1 159,450 Mega: > $100B -7.0 40.67 0.4 28.62 44.18 3 3 10.3 < 5 Years 232 -420.0 02/22/2017 04/06/2017 28 6 -6 37.0 -8.23 0.8 0.0 7.6 -36 -2.0 -112 -2 0.3 Low Debt: 0.1 to 0.3 42.0 7.0
ICL Israel Chemicals Shs Basic Materials Specialty Chemicals 1.1 5,522 Mid: $2B to $10B -6.3 4.32 0.2 3.52 5.02 4.1 < 5 Years -348 88.0 03/20/2017 04/04/2017 -36 4.56 173.42 1.8 14.2 15.9 0 -370 0.5 High Debt: 0.5 to 0.7 18.0
ING ING Group, N.V. Finance Life Insurance 1.4 52,875 Large: $10B to $100B -4.1 13.84 0.5 9.26 15.02 32 32 4.2 < 5 Years 52 14.0 05/09/2017 05/25/2017 81 -6 12.0 0.0 9.3 2 -34.0 -4 0 0.7 Very High Debt: > 0.7 32.0 16.0
KAR KAR Auction Services, Inc Consumer Discretionary Diversified Retail 1.4 6,108 Mid: $2B to $10B -4.3 44.51 0.3 34.48 47.03 42 85 2.9 5+ Years 73 59.0 03/20/2017 04/04/2017 10 27.5 4.50 16.87 4.2 16.2 15.5 16 8.0 5 24 0.6 High Debt: 0.5 to 0.7 40.0 30.0
LAMR Lamar Advertising Company Real Estate Other REIT 1.5 6,160 Mid: $2B to $10B -5.1 74.57 0.4 54.13 79.09 33 69 4.1 < 5 Years 59 73.0 12/15/2016 12/30/2016 10 14.6 5.56 19.85 6.9 28.3 25.7 10 4.0 -2 0.7 High Debt: 0.5 to 0.7 53.0 23.0
LB L Brands, Inc. Consumer Discretionary Apparel & Shoe Retail 0.8 12,276 Large: $10B to $100B -14.9 50.99 0.1 47.93 88.77 21 51 4.7 5+ Years 61 74.0 02/15/2017 03/03/2017 10 3 22 12.9 6.35 8.29 -12.3 18.0 -485.7 4 5.0 -24 12 1.3 Very High Debt: > 0.7 -29.0 13.0
MLM Martin Marietta Materials, Inc. Construction Cement & Concrete 1.4 12,706 Large: $10B to $100B -5.8 210.05 0.5 140.44 243.98 66 70 0.8 < 5 Years 25 39.0 11/29/2016 12/30/2016 2 0 5 31.7 2.01 21.49 3.2 13.5 7.1 12 16.0 23 15 0.3 Low Debt: 0.1 to 0.3 60.0 25.0
MOS Mosaic Company (The) Basic Materials Fertilizers 1.3 10,573 Large: $10B to $100B -4.0 31.42 0.4 22.77 34.36 16 9 3.5 < 5 Years 129 91.0 02/28/2017 03/16/2017 2 41 37.0 3.83 43.00 1.1 4.5 3.1 -14 -6.0 -91 -31 0.3 Low Debt: 0.1 to 0.3 44.0 -9.0
MT ArcelorMittal Basic Materials Steel Producers 2.1 25,828 Large: $10B to $100B -5.2 8.64 1.6 3.36 9.37 5 1 < 5 Years -5 -115.0 -100 -100 -100 13.9 9.14 0.8 -6.5 -30.6 -20 -4.0 626 0.3 Low Debt: 0.1 to 0.3 161.0 -15.0
NEM Newmont Mining Corporation Basic Materials Gold Mining 0.2 19,075 Large: $10B to $100B -4.6 36.08 0.5 24.59 46.07 71 33 0.6 < 5 Years -12 6.0 03/07/2017 03/23/2017 25 -34 -11 5.72 16.55 1.4 15.1 1.9 15 -4.0 -260 -38 0.2 Low Debt: 0.1 to 0.3 48.0 -10.0
NUE Nucor Corporation Basic Materials Steel Producers 1.5 18,663 Large: $10B to $100B -4.3 60.86 0.6 38.79 68.00 84 24 2.5 20+ Years 66 41.0 03/29/2017 05/11/2017 1 1 -4 26.6 6.02 15.73 2.4 5.3 6.4 14 1.0 -350 21 0.4 Average Debt: 0.3 to 0.5 71.0 11.0
NVDA NVIDIA Corporation Technology General Semiconductors 1.3 49,248 Large: $10B to $100B -6.2 101.46 2.3 31.04 120.92 93 100 0.6 5+ Years 19 23.0 02/22/2017 03/17/2017 21 39.8 2.11 23.41 10.3 14.9 13.7 55 7.0 183 20 0.3 Low Debt: 0.1 to 0.3 255.0 52.0
PAA Plains All American Pipeline, L.P. Energy Oil & Gas Production MLP 0.9 20,410 Large: $10B to $100B -4.1 31.33 0.6 19.71 33.95 20 8 7.0 < 5 Years 490 -1,035.0 01/27/2017 02/14/2017 -4 6 6 61.4 28.01 1.4 5.5 11.4 -7 -2.0 67 -8 0.5 High Debt: 0.5 to 0.7 73.0 3.0
PHI Philippine Long Distance Telephone Company Utilities International Wireline 1.3 5,960 Mid: $2B to $10B -4.5 27.67 0.1 25.50 47.92 15 8 3.8 < 5 Years 180 191.0 08/09/2016 -22 -10 6 22.3 4.25 16.08 2.7 24.3 19.5 -4 3.0 -49 -14 0.6 High Debt: 0.5 to 0.7 -34.0 -9.0
PXD Pioneer Natural Resources Company Energy Oil Exploration & Production 1.0 30,940 Large: $10B to $100B -4.3 185.36 0.6 115.17 199.83 4 6 0.0 < 5 Years -2 -5.0 09/28/2016 10/12/2016 0 0 -11 3.0 1.9 -3.2 9 15.0 -94 0.2 Low Debt: 0.1 to 0.3 62.0 13.0
RIO Rio Tinto Plc Basic Materials Mining 1.2 75,158 Large: $10B to $100B -5.2 41.69 0.7 25.07 47.11 30 7 4.1 < 5 Years 59 59.0 02/22/2017 04/06/2017 -32 5 6 16.3 6.18 11.10 18.4 -3.9 -27 -9.0 -114 0.3 Average Debt: 0.3 to 0.5 79.0 0.0
RRC Range Resources Corporation Energy Oil Exploration & Production 1.1 6,605 Mid: $2B to $10B -7.4 27.64 0.3 21.69 46.96 1 0 0.3 < 5 Years -2 -10.0 12/14/2016 12/30/2016 -50 -13 -1 1.3 -25.6 -25.9 -14 11.0 -87 0.4 Average Debt: 0.3 to 0.5 35.0 -9.0
RS Reliance Steel & Aluminum Co. Industrial Products Metal Products Distribution 1.3 5,916 Mid: $2B to $10B -4.3 84.08 0.4 59.18 88.58 60 56 2.1 5+ Years 40 23.0 03/08/2017 03/24/2017 3 28 22 20.2 8.46 15.07 1.5 5.9 8.0 2 8.0 -13 10 0.3 Low Debt: 0.1 to 0.3 51.0 11.0
STLD Steel Dynamics, Inc. Basic Materials Steel Producers 1.4 8,248 Mid: $2B to $10B -5.0 35.59 1.1 17.00 40.17 35 60 1.6 5+ Years 36 17.0 12/28/2016 01/13/2017 2 7 14 22.8 9.51 13.41 3.1 -1.0 -5.7 20 4.0 -108 0.5 Average Debt: 0.3 to 0.5 119.0 23.0
BRFS BRF SA (ADR) Consumer Staples Miscellaneous Food 0.8 10,623 Large: $10B to $100B -6.3 13.06 0.1 12.36 18.12 76 68 1.4 < 5 Years 29 36.0 07/13/2016 08/25/2016 -10 0 14 11.5 10.84 2.7 13.5 21.3 11 -5.0 -98 16 0.5 High Debt: 0.5 to 0.7 -2.0 -5.0
JEC Jacobs Engineering Group Inc Industrial Products Construction & Mining Machinery 1.7 6,700 Mid: $2B to $10B -5.0 56.03 0.5 37.92 63.42 67 67 0.3 < 5 Years 8 3.0 02/15/2017 03/17/2017 30.3 10.23 17.27 1.6 3.1 5.0 -10 1.0 32 -8 0.1 Very Low Debt: < 0.1 202.0 17.0


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