“Fantastic commentary and impeccable timing as always. Thank you both so much.

“I have been looking through the Autonomies and Aristocrats following your various commentaries. I wonder if it is possible (and easy) to provide us with an updated list and table on their current EY and DY, possibly including ranking and comparison over say 3 years, i.e. price and EY and DY for each period. Obviously price action is paramount but it would be good to be able to assess possible opportunities for topping up in the market and possible best fade fundamental returns. Thanks once again for a superb service.”
 

Eoin Treacy's view

Thank you for your kind words and I agree that this represents an interesting time to monitor the Autonomies and Dividend Aristocrats. When I reviewed the Autonomies last week approximately half were in various stages of mean reversion while the uptrend consistency of the other half had deteriorated, some markedly so. 

I’ve created sections in the International Equity Library for the US, Canadian, European and Asian Dividend Aristocrats as well as US Dividend Champions and Contenders. Links to all of these lists can be found at the top of the left column here. 

I created the attached table with Earnings Yield, 12-month Gross Dividend Yield, Historic P/E and Estimated P/E for next year for the Autonomies and the various S&P Dividend Aristocrats indices. From a brief perusal the Chinese constituents of the Pan Asia Dividend Aristocrats continue to stand out both for their high yields and low P/Es.