Baker's Dozen Plus One Make Up My New Buyback/Dividend Growth Portfolio

A tax-day celebratory trip through Wendy's drive-thru yesterday (yes, pathetically, that's how some value investors celebrate) was both eye-opening and a reminder of the past. It was eye-opening because the double with cheese I bought cost six bucks; as good as it was, that's a hefty price and displays some major burger inflation, but I'll save that topic for another day. The trip also was a reminder of the past because Wendy's (WEN) is a former holding that I finally gave up on several years after the merger between Wendy's and Triarc (parent of Arby's) merger bore no fruit. I pulled the plug too early, and it wasn't the first time.

Fast forward, and Wendy's shares not only have had a decent run -- more than tripling since 2013 -- bit the company also meets the criteria for inclusion in my new Buyback/Dividend Growth tracking portfolio, pursuant to last week's column on the potential of combining growing dividends with stock buybacks. ...278 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.