Forbes Dividend Investor – February 7 Weekly Review

The Forbes Dividend Investor portfolio gained an average of 1.91% for the week. Our best weekly performers were hotel REIT Hersha Hospitality Trust (HT +6.17%), Air Products and Chemicals (APD +4.70%), master limited partnership Phillips 66 Partners, L.P. (PSXP +4.52%), and RPT Realty (RPT +3.44%).

Forbes Dividend Investor – January 24 Weekly Review

Utilities were strong as interest rates tumbled. American Electric Power (AEP +3.65%) was a bullish bright spot this week, and so was Air Products and Chemicals (APD +2.93), which beat earnings estimates with its quarterly report on Friday. No stocks violated 10% trailing stop loss levels.

Forbes Dividend Investor – January 17 Weekly Review

The Forbes Dividend Investor model portfolio gained an average of 2.55% for the week, with the biggest advance coming from Mercer International (MERC +11.91%). Also posting above-average performance were Tapestry (TPR +5.32%), Newell Brands (NWL +5.30%), and American Electric Power (AEP +4.47%).

Forbes Dividend Investor – December 27 Weekly Review

Last week’s new addition, Ethan Allen Interiors (ETH +1.94%) was the best performer, followed by Mercer International (MERC +1.75%), and Starwood Property Trust (STWD +1.31%). The biggest loser was Meredith Corp. (MDP -5.00%), which remained above a 10% trailing stop despite the steep decline.

Heritage Commerce Corp: New FDI Portfolio Addition

The stock yields 3.9%, and the $0.48 in annual dividends is well below $1.12 in free cash flow per share over the past 12 months. Insiders have been bullish with three board members making significant purchases at prices just below where the stock currently trades at $12.33 per share.