Goodfellow LLC Growth & Income Stock Portfolio for 2015

Dear Investors,

Herein please find a diversified portfolio of growth & income stocks for 2015 from which you can fine-tune your investment portfolios.  These are all growing, dividend-paying, profitable companies, with bullish charts.

All three Goodfellow LLC Growth & Income model portfolios from 2012, 2013, and 2014 outperformed the Dow Jones Industrial Average by margins of 34-88%.  I aim to outperform the DJIA again in 2015.   

There are eleven stocks in this year’s portfolio, three of which are foreign stocks.  Agrium Inc. is based in Canada, Electrolux AB is based in Sweden, and Ingersoll-Rand PLC is based in Ireland.

The dividend yields in this portfolio range between 1.49%-3.29%.

The only stock on this list with a fiscal year-end other than December 31st is Johnson Controls Inc., with a September year-end.

Please review How to Structure a Stock Portfolio before proceeding with purchasing more stocks.

Best wishes for a profitable 2015!

 

Crista Huff

President

Goodfellow LLC

 

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Agrium Incorporated (AGU, $94.72) makes nutrients for agricultural and industrial markets.   The company is expected to growth earnings per share (EPS) aggressively in 2015 & ’16; and the 2015 price/earnings ratio (PE) is less than half the ’15 EPS growth rate.  Its dividend yield is the highest in this stock portfolio, at 3.29%.

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Allegheny Technologies (ATI, $34.77) is a diversified specialty metals producer.   Allegheny is the only stock within this portfolio that is expected to take a small loss in 2014.  Earnings per share are then expected to be $1.69 and $2.90 in 2015 & ’16.  Its dividend yield is 2.07%.

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Electrolux AB (ELUXY, $58.64) is a manufacturer of household appliances, and Whirlpool’s (WHR) main competitor.  Its dividend yield is 2.84%.

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Ingersoll-Rand PLC (IR, $63.39) is a global company, serving the climate-control and security industries.  Its dividend yield is 1.58%.

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The Interpublic Group of Companies, Inc. (IPG, $20.77) is a worldwide advertising and marketing company.  Its dividend yield is 1.83%.

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Johnson Controls Inc. (JCI, $48.34) is a manufacturer of temperature regulation systems for buildings.  The stock’s 2015 price/earnings ratio (PE), at 13.4, is quite low within its typical PE range of 12-22.  Its dividend yield is 2.15%.

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Juniper Networks Inc. (JNPR, $22.32) is in the network infrastructure (routing & switching) business.   This company has the lowest, 2013 long-term debt-to-capitalization ratio in this portfolio, at 12%.  The stock’s 2015 price/earnings ratio (PE), at 13.6, is much lower than its typical PE range of 18-33.  Its dividend yield is 1.79%.

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Matson, Inc. (MATX, $34.52) is an ocean-shipping company serving Pacific Ocean routes.  Its dividend yield is 1.97%.

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Motorola Solutions, Inc. (MSI, $67.08) is a communications infrastructure company.  They are expected to growth earnings per share (EPS) aggressively in 2015 & ’16.  The dividend yield is 2.03%.

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M&T Bank Corp. (MTB, $125.62) is a bank holding company.  Their dividend yield is 2.23%.

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PulteGroup, Inc. (PHM, $21.46) is a U.S. home builder, also offering mortgage and title services.  The company is expected to growth earnings per share (EPS) aggressively in 2015 & ’16.  The stock’s 2015 price/earnings ratio (PE) is less than half the ’15 EPS growth rate.  Its dividend yield is 1.49%.

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