Find A Portfolio/Ticker

Comparison Box

Get Started Now. It's Free!
MyPlanIQ Advanced Investors Advanced Strategies 4 Stocks With Pricing Power

4 Stocks With Pricing Power

live (public) 0.81% April 26

With the continuing turmoil in world markets driven by the extraordinary drama in Greece, there is increasing focus on dividend bearing stocks. The problem is that these become increasingly pricey as people flock to income producing equities.

We continue to look for and evaluate a wide range of ideas and Janice Revell from Money magazine focused in on companies who can ride out these times by virtue of having pricing power. Her argument is that with inflation likely, the companies who can pass on costs to the customer (igrnoring utilities and commodity based companies) and are not over priced should be a good selection to carry us through. Bear in mind that this article was posted back in April 2011 when the Euro melt down was forecasted but the drama was not in full swing.

She selected four stocks that had pricing power and were not over priced.

  • Sanofi-Aventis (SNY) a drug company that has the benefit of patent protection and has recently made acquisitions to extend their patent portfolio
  • LVMH (LVMUY) sells to the uber wealthy who are more recession proof and their recent price rises have not put off their customers
  • Caterpillar (CAT) has the benefit of a strong sales and support network to minimize downtime which is a major cost concern and the fact that many heavy industries are benefitting from commodity price rises
  • Disney (DIS) may have to sharpen their pencils to get people to visit the magic kingdom but with ESPN firing on all cylinders in sport, they have a very handy network of contributors

This will be interesting to compare with our ETF benchmark of  a balanced portfolio of Dividend producing ETFs and we will see how prescient she has been.

Holdings (As of 04/26/2024)
Asset Fund in this portfolio Price change* Percentage
Asset1 SNY (Sanofi ADR) 0.47% 8.47%
Asset1 LVMUY (LVMH Moet Hennessy Louis Vuitton SA ADR) 0.82% 42.79%
Asset1 CAT (Caterpillar Inc) 1.59% 31.66%
Asset1 DIS (Walt Disney Company) 0.04% 17.03%
CASH CASH (CASH) 0.0% 0.05%

* Day change on 04/26/2024.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
| | | | |

Holdings

Transactions

Performance (As of 04/26/2024)

Since 01/19/2010

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
4 Stocks With Pricing Power 11.3% 9.9% 2.7% 12.1% 11.9%
VFINX (Vanguard (S&P 500) Index) 7.3% 27.5% 8.3% 13.5% 12.6% 14.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) 2.7% 15.1% 2.4% 7.6% 7.7% 9.7%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
01/19/2010		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return(%) -0.3 11.3 9.9 2.7 12.1 11.9 13.6 14.8 -12.5 11.5 26.5 36.1 -4.1 29.8 14.3 0.6 6.8 19.1 25.4 -0.8 26.1
Sharpe Ratio NA 0.55 0.32 0.02 0.42 0.5 0.58 0.53 -0.49 0.63 0.7 2.16 -0.22 2.96 0.85 0.03 0.49 1.29 1.31 -0.03 1.02
Draw Down(%) NA 7.2 20.4 33.4 35.8 35.8 35.8 20.4 30.7 12.8 35.8 10.0 22.6 3.7 9.7 16.1 11.0 8.6 14.9 30.7 15.8
Standard Deviation(%) NA 18.5 19.0 22.3 25.3 21.7 22.2 19.7 28.4 18.2 37.3 16.1 24.6 9.9 16.6 18.8 13.7 14.8 19.3 32.5 25.4
Treynor Ratio NA 0.1 0.06 0.0 0.11 0.11 0.12 0.1 -0.14 0.12 0.28 0.34 -0.05 0.33 0.14 0.01 0.07 0.17 0.19 -0.01 0.2
Alpha NA 0.05 -0.05 -0.01 0.01 0.01 0.01 -0.03 0.04 -0.05 0.04 0.02 0.02 0.04 0.02 0.01 -0.02 -0.04 0.03 0.0 0.05
Beta NA 0.98 1.02 1.0 0.97 0.98 1.06 1.01 0.99 0.98 0.95 1.03 1.05 0.88 1.03 0.98 1.0 1.1 1.33 1.32 1.27
RSquared NA 0.38 0.4 0.6 0.67 0.64 0.69 0.45 0.71 0.5 0.77 0.65 0.53 0.35 0.67 0.65 0.69 0.68 0.77 0.9 0.84
Sortino Ratio NA 0.8 0.46 0.03 0.58 0.7 0.81 0.77 -0.7 0.9 0.97 3.22 -0.29 4.77 1.17 0.04 0.7 1.82 2.04 -0.04 1.49
Yield(%) N/A 0.86 1.8 1.63 1.72 2.1 2.3 1.86 1.5 1.32 1.56 1.74 0.4 0.5 4.96 4.38 3.12 2.31 2.88 2.44 2.4
Dividend Growth(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2010

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 01/19/2010 when all charts have data
Strategies

Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.