Stocks to watch

My recommendations are the following:

Claymore Dividend growth ETF. CDZ on the Toronto exchange. Nobody ever lost money long term in companies that increase their dividends and this one is an ETF full of companies that do just that. It takes the stress and work out of researching and rebalancing. On a pullback I will definitely be adding this to my portfolio.

Telefnica. TEF on the NYSE. This company has one of the largest dividend yields at 7% and its growing thanks to their exposure in latin America. This Spanish stock has recently been hurt due to the debt worries in Europe but they are faily diversified through ownership of O2 which is in the UK amongst other countries. Forward P/E is just over 9, making it cheap.

Vodafone. VOD on the NYSE. Almost identical to the above except the growth here comes from India and China, with a kicker that they own 40% of Verizon. They should start collecting dividends from that soon and I believe that is currently not reflected in analysts estimates.

Check back for more picks later.

Dr A Willis PhD

Quantitative analyst

Introductions

As this is a new blog some introductions are in order. Firstly who am I: The answer is a Canadian independent blogger, and that is not a contradiction in terms or as the Americans might say an Oxymoron. There are quite a few normal people here, we are not all loony lefties in the demented dominion. So Human Rights commissions not withstanding I intend in the coming months to keep readers informed of current Canadian and (while I'm at it) international issues from my perspective. 

Are you onboard? Good. While we're at it we may also stray into the murky areas of Economics and business from time to time and even inject a few light hearted comments now and again. Yes despite what you might have heard to the contrary the right has a sense of humour too, so liberal comments are welcome here too :-). About my name, well I actually do have a PhD and that is all I wlll say for now. Happy reading.