012611 - 2 - AEP, APL, BXS, CAG, CMS, CTL, DUK, ED, EPB, FTR, HEP, KMP, LEG, LLY, LMT, MO, MRK, PAYX, PBI, PGN, POM, Q, RAI, RRD, SFL, TEG, UVV, VZ &

012611 - 2 - AEP, APL, BXS, CAG, CMS, CTL, DUK, ED, EPB, FTR, HEP, KMP, LEG, LLY, LMT, MO, MRK, PAYX, PBI, PGN, POM, Q, RAI, RRD, SFL, TEG, UVV, VZ &

For an explanation of how to reas and use the analysis pages below see the Page: "How do I understand the Analysis? Keys to understanding and reading the analysis!" - The page is located under the banner "PAGES" on the left hand column.

This analysis was performed after the market close of January 26, 2011.
The VIX closed at 16.84
The S&P 500 closed at 1,297.51

* COMMENTARY TO FOLLOW


Symbol Name

AEP American Electric Power
APL Atlas Pipeline Partners LP
BXS BancorpSouth, Inc
CAG ConAgra Foods, Inc
CMS CMS Energy
CTL CenturyLink, Inc
DUK Duke Energy
ED Consolidated Edison, Inc
EPB El Paso Pipeline Partners, LP
FTR Frontier Communications Co
HEP Holly Energy Partners, LP
KMP Kinder Morgan Pipeline
LEG Leggety & Platt Inc
LLY Eli Lilly and Co
LMT Lockheed Martin Corporation
MO Altria Group Inc.
MRK Merk & Co, Inc
PAYX Paychex, Inc.
PBI Pitney Bowes Inc
PGN Progress Energy Inc
POM Pepco Holdings Inc
Q Quest Communications International Inc
RAI Reynolds American Inc
RRD RR Donnelley & Sons Co
SFL Ship Finance International
TEG Integrys Energy Group, Inc
UVV Universal Corp Common
VZ Verizon Communications Inc
WIN Windstream Corp






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As with everything we post, we may or may not have the stock and/or strategy in place in any one of our portfolios or may add it at any time. We do not make any buy or sell recommendations. We provide basic analytical research, some short commentary of the results and encourage you to do your own thorough due diligence prior to any purchase or sale.

012611 - ABT, BMS, CL, FRT, GPC, JNJ, KMB, KO, MCD, MSA, PEP, PG, SON & SYY

012611 - ABT, BMS, CL, FRT, GPC, JNJ, KMB, KO, MCD, MSA, PEP, PG, SON & SYY

This analysis was performed after the market close of January 26, 2011.
The VIX closed at 16.84
The S&P 500 closed at 1,297.51

The list of stocks came from a SeekingAlpha article entitled, "20 Dividend Champions With Great Management Teams", published on January 24, 2011, by Kapital. Of the 20 listed stocks we could only process 14 of the stocks, listed below. The stocks not included do not have active listed options. Thses stocks are: AWR, CTWS, CWT, MGEE, MSEX & SJW.





ABT Abbott Laboratories - Low RVI's - abover average Days Earning

BMS Bemis Company, Inc (NEW) - High RVI's lows Days Earning

CL Colgate-Palmolive Company - Overall #1 rated and #1 on Day Earning - RVI's are very high - needless to say the statistical profile is excellent.

FRT Federal Realty Incestment Trust (NEW) - This is a REIT - we really do not like REITS - RVI's are high, Days Earning and SSR's are low - we still do not like REITS

GPC Genuine Parts Company - SSR #1 rated yet #8 overall - High RVI's ald low Days Earning.

JNJ Johnson & Johnson - The profile is middle of this pack of stocks. March was chosen as best, but this is due to the dividend expectation. RVI's are mid to low.

KMB Kimberly-Clark Corp Common - Again watch the dividend. The near date is very attractive although RVI's are rich but not extreme.

KO The Coca-Cola Company Common - We have looked at this stock two days in a row and it hasn't gotten any better (The VIX is down and KO's volitility followed it lower).

MCD McDonald's Corp - The overall profile is attractive.

MSA Mine Safety Appliances Company (NEW) - We really wanted to like this stock, but the profile is not all that attractive. We will need to do some fundamental work to try to find reasons to justify owning it.

PEP Pepsico, Inc - The profile is just below the mid and the RVI's are Rich.

PG The Procter & Gamble Company - Buy/Write's are not the reason to own this stock

SON Sonoco Products Co. (NEW) - Another new stock that we will need to do more work on to find reasons to own it.

SYY Sysco Corporation Common Stock - We have liked SYY for a while and it's profile in this analysis is compelling.













*Note: the tables shown are embedded .jpg files. This means that you can: 1) double left click them with your mouse to enlarge them, or 2) right click them with your mouse and choose to open them in a new window or tab, print, save, etc.
As with everything we post, we may or may not have the stock and/or strategy in place in any one of our portfolios or may add it at any time. We do not make any buy or sell recommendations. We provide basic analytical research, some short commentary of the results and encourage you to do your own thorough due diligence prior to any purchase or sale.

012511 SLE - Sara Lee - Special situation - SPECULATION

012511 SLE - Sara Lee - Special situation

In the past we have found value in owning stocks that are part of an announced "take over". We view our participation in these stocks as risky and do not necessarily recommend taking a position for investors. However, if you like the stock and it meets your investing criteria ownership is ok. If you do not like the stock but buy it for the ride you are speculating, plain and simple.



Recently, our investments in Potash, Bunge and Air Gas have benefited from take over activity. These were stocks we liked well before the went "into play" and we saw no reason to sell them when tack over activity began.

We did not own SLE and would not own it at this time as an investment.

We view owning SLE as a speculative play, plain and simple. The financials are not particularly attractive and the stock would probably fail making the cut in for most dividend investors screens.


The format of the analysis below is an expanded version of our standard format. We give a lot of ranking information across the board.



When reviewing the array, keep in mind that the March date includes a dividend that is unlikely to be earned as we expect the stock will be called prior to payment.