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Holiday Stocks 2016

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     It is that time of year again when we give thanks for all the wonderful people and things in our lives.   It is also that time when we publish our list of holiday stock gift recommendations. This year we are featuring 3 companies that embrace that same holiday spirit of giving.  Companies that are grateful to, and for, their shareholders and acknowledge it by returning cash dividends. 
    Many thanks to all of you for your business and support! Wishing you and your families a very Happy Thanksgiving!

Warm regards,
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Catherine Maniscalco Avery
 
The backbone of CAIM is to employ a classic long term investment strategy including dividend paying stocks. CAIM is an independent, women owned investment management firm specializing in managing investment portfolios for women and baby boomers.

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November 22 2016|  Issue No. 77
In This Issue
Holiday Stocks 2016
3Q 2016 Market Update
College Freshman Financially Responsible?
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Find Out More
Call me at 203.966.2712
or visit www.caimllc.com.

 


Holiday Stocks 2016
 
Boeing (BA, $146.35, 2.98% dividend yield). Boeing will be a major beneficiary of a turn in the defense cycle. As geopolitical events continue to be tense, U.S. defense spending should increase. Boeing has been focused on creating more fuel efficient aircraft and airlines are increasingly upgrading to these types of planes. In the past year, Boeing has increased their dividend 19.8%, versus 5.5% for the S&P 500, and has increased the dividend every year for the past 5 years.

Pfizer (PFE, $31.48, 3.81% dividend yield). Pfizer's drug pipeline has recently shown some improvement, especially with Xeljanz which could be successful for rheumatoid arthritis and Ibrance for breast cancer. Pfizer has underperformed the market this year due to the uncertainty of drug pricing. Given the attractive dividend yield, this is a core long term holding for investors.

Cisco Systems Inc. (CSCO, $30.18, 3.45% dividend yield). Cisco is in the process of reshaping their company. It will continue to grow the wireless and security segment but we will also see them move into software and cloud. Along with the attractive dividend yield, this company also sells at a 20% discount to the S&P 500. In the past year they increased the dividend by 20%
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3Q 2016 Market Update

Despite all the uncertainty we have faced this year, the market has had some attractive returns.  The SP 500 is up 7.84% year to date and up 3.85% for the 3rd quarter.  On average, our equity only portfolios are... Read more
  
 
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Is Your College Freshman Financially Responsible? 
 
Going away to college is an exciting time for students. Often it's their first real experience of independence away from their families.   However, with all the new challenges involved, it can also be ... Read more
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