Best Dividend Stocks To Hold For 2012

Maybe it was because Seeking Alpha did not carry my annual list of 10 Clean Energy Stocks for 2012 this year, but no one seems to have noticed that there were actually 11 stocks in the list. Call it the Spinal Tap of top-ten lists.

If anyone did notice the extra pick, they didn't leave a comment. What happened was that I have two number 8 stocks, but there is enough text between them that neither I nor most of my readers could see both 8's at once on the same screen. Oops!

I had 10 originally, but my messed up numbering led me to think I did not have enough, and so I went back and added Honeywell (HON) at the last minute, choosing to play it safe with a large cap energy efficiency company. So far this year, Honeywell has produced the expected safe results, but because clean energy stocks (especially solar) have been on a tear, Honeywell's 10.5% return has dragged down the portfolio's average a little. But who's complaining?

Best Dividend Stocks To Hold For 2012:Cogdell Spencer Inc. (CSA)

 Cogdell Spencer Inc. is a privately owned real estate investment trust. The firm engages in investment and management of properties. It invests in the real estate markets of United States. The firm?s portfolio comprises of office buildings for the medical profession, including medical offices, ambulatory surgery and diagnostic centers. Cogdell Spencer was formed in 2005 and is based in Charlotte, North Carolina.

Best Dividend Stocks To Hold For 2012:QC Holdings Inc. (QCCO)

 QC Holdings, Inc. provides various retail consumer financial products and services in the United States. The company offers payday loans that provide cash to the customers in exchange for a promissory note with a maturity of two to three weeks. It also provides financial products and services, such as installment loans, credit services, check cashing services, title loans, money transfers, and money orders. In addition, QC Holdings operates as a credit services organization that arranges a third-party lender to make a loan to the consumer and for providing related services to the consumer, including a guarantee of the consumer?s obligation to the third-party lender. Further, the company sells used vehicles and earns finance charges from the related vehicle financing contracts; and provides reconditioning services on its inventory of vehicles, and repair services for its customers. As of As of December 31, 2010, the company operated 523 short-term lending branches in 24 states; and 5 buy here, pay here lots located in Missouri and Kansas. QC Holdings, Inc. was founded in 1984 and is headquartered in Overland Park, Kansas.

Best Dividend Stocks To Hold For 2012:R.R. Donnelley & Sons Company (RRD)

 R.R. Donnelley & Sons Company provides pre-media, printing, logistics, and business process outsourcing products and services to private and public sectors worldwide. The company operates primarily in the commercial print portion of the printing industry, with related product and service offerings designed to offer customers solutions for communicating their messages to target audiences. Its products and related service offerings include magazines, catalogs, retail inserts, books, directories, financial print, direct mail, forms, labels, office products, statement printing, pre media, and logistics services. The company also offers business process outsourcing services that comprise transactional print and outsourcing services, statement printing, direct mail, and print management services; and product configuration, customized kitting, and order fulfillment for technology, medical device, and other companies. It distributes its products to end-users through the United States postal services, retail channels, electronically, or by direct shipment to customer facilities. R.R. Donnelley & Sons was founded in 1864 and is based in Chicago, Illinois.

Best Dividend Stocks To Hold For 2012:SuperValu Inc. (SVU)

 SUPERVALU INC., together with its subsidiaries, operates retail food stores in the United States. Its stores offer grocery, general merchandise, health and beauty care, pharmacy, and fuel products. The company operates stores under the Acme, Albertsons, Cub Foods, Farm Fresh, Hornbacher?s, Jewel-Osco, Lucky, Shaw?s, Shop ?n Save, Shoppers Food & Pharmacy, and Star Market banners, as well as in-store pharmacies under the Osco and Sav-on banners. It operates approximately 2,394 traditional and hard-discount retail food stores, including 899 licensed Save-A-Lot stores. The company also offers supply chain services, which include wholesale distribution of products to independent retailers, including single and multiple grocery store independent operators, regional and national chains, mass merchants, and the military customers, as well as provides logistics support services. SUPERVALU was founded in 1871 and is based in Eden Prairie, Minnesota.

Best Dividend Stocks To Hold For 2012:E.I. du Pont de Nemours and Company (DD)

 E. I. du Pont de Nemours and Company operates as a science and technology company worldwide. It operates in seven segments: Agriculture & Nutrition, Electronics & Communications, Performance Chemicals, Performance Coatings, Performance Materials, Safety & Protection, and Pharmaceuticals. The Agriculture & Nutrition segment provides hybrid seed corn and soybean seed, herbicides, fungicides, insecticides, value enhanced grains, and soy protein under the Pioneer brand name. The Electronics & Communications segment supplies materials and systems for photovoltaic products, consumer electronics, displays, and advanced printing. The Performance Chemicals segment offers fluorochemicals, fluoropolymers, specialty and industrial chemicals, and white pigments for various markets, such as plastics and coatings, textiles, mining, pulp and paper, water treatment, and healthcare. The Performance Coatings segment supplies high performance liquid and powder coatings for motor vehicle original equipment manufacturers (OEM); the motor vehicle after-market; and general industrial applications, such as such as coatings for heavy equipment, pipes and appliances, and electrical insulation. The Performance Materials segment provides polymers, elastomers, films, parts, and systems and solutions for the automotive OEM and associated after-market industries, as well as electrical, electronics, packaging, construction, oil, photovoltaics, aerospace, chemical processing, and consumer durable goods. The Safety & Protection segment primarily offers nonwovens, aramids, and solid surfaces for the construction, transportation, communications, industrial chemicals, oil and gas, electric utilities, automotive, manufacturing, defense, homeland security, and safety consulting industries. The Pharmaceuticals segment represents its interest in the collaboration relating to Cozaar/Hyzaar antihypertensive drugs. The company was founded in 1802 and is headquartered in Wilmington, Delaware.

Advisors' Opinion:

  • By Fit! z Gerald At 2012-1-11

    DuPont rated very well on our EquityAnalytics scoring led by its focus on specialty chemicals that have higher economic moats than more general chemicals that have higher competition. The company, additionally, offers an outstanding dividend at 3.5%. We believe the company is also undervalued at a 12.7 PE ratio and should be trading at a higher multiple in 2012. The company has done a solid job of improving profitability over the past three years, and we believe that improvement should continue in 2012. If margins do get a bump, the PE ratio becomes even more suspect at these levels. We have a $59 PT.

    Allocation: $2500

    Entry: 46.85

    Target: $51.54, $56.22, and $59

  • By David Sterman At 2011-12-6

    DuPont Co. (NYSE: DD) is a diversified chemical giant with operations in 90 countries. Smart acquisitions, strong earnings growth from emerging markets and “Megatrends” in alternative energy and food production could lead to annual earnings growth of about 12% in the next five years. Dupont shares offer an above average yield and represent a great value at current prices.

    < /Reasons>
  • By Lowell At 2011-10-6

    DuPont offers agriculture and food, building and construction, electronics and communications, general industrial and transportation products and services. Cramer holds 500 shares of DD stocks. DD has a dividend yield of 3.57% and returned -3.52% since the beginning of this year. It has a market cap of $42.94B and a P/E ratio of 12.77. Phill Gross and Robert Atchinson had $55 million in DD shares.

  • By Karim At 2011-9-28

    EI DuPont de Nemours & Co. (NYSE:DD): Down 2.86% to $40.46. E. I. du Pont de Nemours and Company is a global chemical and life sciences company, with businesses that include agriculture and industrial biotechnology, chemistry, biology, materials science and manufacturing. The Company operates globally and offers a wide range of products and services for markets including agriculture and food, building and construction, electronics and communications.

  • By Harding At 2011-9-10

    DuPont (NYSE:DD) offers a broad range of products for agricultural and the food industries, building and general industrial and transportation sectors of the economy.?The stock is in a broad and powerful bull market supported by a major breakout on the long-term charts when it hit a new high at $57 in late April. The recent market decline resulted in profit-taking on DD, which drove it to its major support line at $49 where is reversed up on heavy volume.?The reversal popped the stock through a short-term resistance line (red dash) confirming the reversal.

    DD is a “cornerstone” stock for many institutional buyers, and fundamental analysts from several sources indicate a 12-month target of $60-plus.?Technically, if the stock is successful in holding above the major support, look for it to break above this year’s high with a possible run to the mid-$60s.?The annual dividend is $1.64 providing a yield of 3.17%.?Insiders have been very strong buyers, especially in the last three months.

  • By Jim Cramer At 2011-9-7

    CEO Ellen Kullman may very well be the one of the most transformative managers in America, taking a company many thought was the ultimate cyclical chemical business, one totally at the mercy of worldwide growth -- or lack of it -- and remaking it into a life sciences, agricultural and health care powerhouse with some terrific chemical production. Do you remember when, last year at this time, people believed a cut in the dividend could be in the cards? I expect her to RAISE the dividend. DuPont could trade to $58 as more and more people recognize this is not the same old dowdy company that always fell on hard times when the U.S. construction industry took a header. No more. Kullman doesn't get enough credit. Maybe 2011 will change that. Fabulous for the shareholders.

Best Dividend Stocks To Hold For 2012:Koppers Holdings Inc. (KOP)

 Koppers Holdings Inc., through its subsidiaries, provides carbon compounds and commercial wood treatment products to aluminum, railroad, specialty chemical, utility, rubber, concrete, and steel industries. The company operates in two segments, Carbon Materials and Chemicals, and Railroad and Utility Products. The Carbon Materials and Chemicals segment engages in the distillation of coal tar in North America, Europe, Australia, and China. It supplies carbon pitch used in the production of aluminum and for the production of steel in electric arc furnaces; naphthalene used for the production of phthalic anhydride and as a surfactant in the production of concrete; phthalic anhydride used in the production of plasticizers, polyester resins, and alkyd paints; creosote used in the treatment of wood; carbon black feedstock used in the production of carbon black; and carbon black used primarily in the production of rubber tires. This segment also sells refined tars, benzole, and specialty chemicals. The Railroad and Utility Products segment sells treated and untreated wood products and services primarily to the railroad and public utility markets in the United States and Australia. This segment involves in procuring and treating items, such as crossties, switch ties, and various types of lumber used for railroad bridges and crossings. It also offers utility products, including transmission and distribution poles and pilings to electric and telephone utility industries. The company was formerly known as KI Holdings, Inc. Koppers Holdings Inc. was founded in 1988 and is based in Pittsburgh, Pennsylvania.

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