RR Donnelley & Sons
Year-to-Date Gain: 113%
Dividend Yield: 5.6%
Next up, we have our biggest gainer on the list: RR Donnelley & Sons (RRD). I wrote about RRD back in June, noting that the stock had roared back from its five minutes of infamy. At that point, it had bagged a 55% year-to-date gain. Since I wrote that, RRD has tacked on another 36%, representing a doubler so far in 2013.
Of course, there was really nowhere for RRD to go but up, considering the stock shed more than half of its value from the beginning of 2011 to the end of 2012. One reason: Last year, a Google earnings report was accidentally released early last October — a gaffe that helped send Google nearly 10% in the red that day. Google pointed a finger at its financial printer, meaning poor little RR Donnelley also slid.
And it kept on sliding.
But much like the selloff was overdone, there’s a chance the recovery could be, too. While the forward P/E of 11 hardly looks frothy at face value, RRD’s earnings are expected to slip 25% this quarter, and grow by a mere 2% per year for the next half-decade.
Thankfully, RRD is rewarding shareholders with a dividend, though. The company’s payout has only increased by a penny during the past decade, but it still yields 5.6%.