Am currently adjusting my portfolio to minimise risk. Apart from one stk (WOW) all the stks below have divs (incl. fr. credits) above 10% and FY11 PE below 9. This along with solid outlook and strongish macro are my requirements. In order of preference: DWS @ $1.43 CDA @ $1.39 TWO @ $1.58 IMD @ $1.88 WHG @ $0.90 WOW @ $26.50
Am also a huge fan of RQL and MCE and hold former. But neither meet the div criteria. I have an order for a small-cap with very low PE and good divs. Once order is filled will add to list. Unfortunately i hold quite a few dogs in addition to shares listed above.
