Year-to-date gains: 44%
Dividend yield: 4%
Next up, defense contractor Lockheed Martin (LMT) pays a quarterly dividend of $1.15 per share, good for a yield of 4% even after the steep climb that began in March. That payout has also increased more than fivefold over the last decade, yet still makes up a reasonable 43% of 2014 earnings.
Lockheed Martin stock did suffer a setback during the government shutdown, as the defense contractor was forced to furlough workers and some investors quickly took their huge profits and headed out the door. Since then, though, LMT stock has already regained its losses and then some.
The result: a 44% year-to-date climb that nearly doubles the broader market’s gains and that leaves LMT stock at all-time highs.
Plus, LMT stock doesn’t look frothy despite its soaring year. Lockheed shares can be had for just 13 times expected 2014 earnings. Meanwhile, rivals Boeing (BA) and United Technologies (UTX) go for multiples of 17 and 15, respectively.