High And Low Performers In 2018


NFLX is one of my non-dividend-paying stocks or, as I like to call them, my future dividend payers. After making an all-time high of $423.21 in June, the stock has stumbled badly. At years-end, NFLX is down 37% from that all-time high!

Given that NFLX do not pay dividends, why am I holding onto my shares given the poor performance since June? Well, I can't really justify my choice here, except to say that I don't think selling now would be a good move. I'm going to wait until the company reports  earnings in January, and then decide what to do.

Last year, OHI was the second worst performer. This year, it is the second best performer! While I'm very happy with OHI's excellent performance, I trimmed my position in November. Before doing so, my position represented a portfolio yield of 5.95%. I consider that level too risky for a stock with a Dividend Safety Score of 43.

I'm happy with the size of my current position, and I think OHI will be fine in the long run. At least, in my view, the juicy 7.5% yield is worth the risk of owning the stock.

Rounding out the top three is another of my future dividend payers, Amazon (AMZN). Like NFLX, AMZN ascended to an all-time high in 2018 of $2,050.50 per share, before correcting to its current price of $1,501.97 per share, some 27% lower. 

Somehow, I have even more confidence in AMZN's future than NFLX's. The company is the dominant force in e-commerce, while AWS is larger than its next four Cloud Computing competitors, combined. And with Amazon Prime and Alexa, the company has synergies for its commerce that perhaps are not yet fully appreciated.

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Disclaimer: I'm not an investment professional or a licensed financial advisor. This blog represents my personal views and ...

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