Stocks that Perform plus a Couple of Possible Values.

The past week or so has seen a sell off in the market and smart investors and traders know that when sell offs happen you look for which stocks held up well under selling pressure. These are stocks that we can depend on longer term to keep value and make money with less risk.  Below is a list of stocks we have positions in that have done well. 

AGNC...We continue to love agency reits. Even those that have not only held value, but added capital gains in the past month. AGNC reported solid earnings and the market has rewarded the security with a nice bump up in value.  We also like HTS as well.  Great dividends, government guaranteed mortgages, and little risk until The Fed decides to raise interest rates.  

BCE... This Canadian telecommunications company frankly might be overvalued at $40, but it refuses to go below that price for long.  Good dividend too. 

T... AT&T continues to move upward in price since the merger denial with T-Mobile. The company has been an aggressive buyer or bandwidth and has challenged the federal government to give it more. Another nice and rising dividend. 

DUK...Has moved up a couple of dollars in the last month or so and in our opinion is overvalued. But if you own it that is a plus of course. Once the merger with Progress Energy is decided this stock will be even better. One the negative side the current CEO is one of the worst in the country. Goes to show good regulated utilities are almost bullet proof in this market even with bad management. 

NNN...This is the one security we own that has withstood every downturn before and since the economic troubles of 2008.  We sleep like a baby nightly with it in my portfolio. Good and rising payout. 

O...Current stock price is too high.  Only consider if you can own around $35 per share, 

CTL... Continues to be our favorite stock for long term value currently at $38 or so. Reported solid earnings and continues an above average pay out. 

TCAP...We continue to like this company long term and for the nice rising dividend.  Note if you buy this security you must opt out of the reinvestment dividend plan if you want direct payment. 

SO..Overvalued, but continues to be the safest stock to own on the planet in our opinion.  If you would like a 4% dividend as opposed to government bonds or CD's this is your pick. 

Here are some current values in the market with a little more risk. 

ARCC..If this stock goes below $15 buy it. Great dividend and solid safety.  Frankly it is a good value right now. 

BP... If you like some more risk then BP below $40 makes for some interesting capital gains opportunities. The dividend is reaching almost 5% as well.   Think about this BP is selling at around $38, at the worst of the Gulf oil spill it was selling at $30 per share, surely there is some value at this level.