Five International Dividend Stocks To Consider

After "How big is the yield?" the second question you should ask as an income investor is "How safe is the yield?" Whether you rely on the distributions to pay the bills or reinvest them to boost your returns, you want to know that your investments will continue to pay for years to come. This is why you should look for companies protected by wide economic moats with low payout ratios. These two factors will go a long way toward helping you build a rock-solid dividend portfolio, but I suggest you also look for high yielders with significant international exposure.

Here are five dividend stocks with a huge contribution of international sales:

Yum! Brands (NYSE: YUM) has a market capitalization of $28.20 billion. The company employs 52,920 people, generates revenues of $11,343.00 million and has a net income of $1,178.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2,320.00 million. Because of these figures, the EBITDA margin is 20.45 percent (operating margin 15.60 percent and the net profit margin finally 10.39 percent).

The total debt representing 43.15 percent of the company’s assets and the total debt in relation to the equity amounts to 227.66 percent. Due to the financial situation, a return on equity of 89.04 percent was realized. Twelve trailing months earnings per share reached a value of $2.55. Last fiscal year, the company paid $0.92 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 23.98, Price/Sales 2.49 and Price/Book ratio 18.22. Dividend Yield: 1.86 percent. The beta ratio is 0.95.

Long-Term Stock History Chart Of Yum! Brands, Inc. (Click to enlarge)

Long-Term History of Dividends from Yum! Brands, Inc. (NYSE: YUM) (Click to enlarge)

Long-Term Dividend Yield History of Yum! Brands, Inc. (NYSE: YUM) (Click to enlarge)

Philip Morris Intl. (NYSE: PM) has a market capitalization of $134.30 billion. The company employs 78,300 people, generates revenues of $67,713.00 million and has a net income of $7,498.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12,132.00 million. Because of these figures, the EBITDA margin is 17.92 percent (operating margin 16.54 percent and the net profit margin finally 11.07 percent).

The total debt representing 47.08 percent of the company’s assets and the total debt in relation to the equity amounts to 470.68 percent. Due to the financial situation, a return on equity of 156.71 percent was realized. Twelve trailing months earnings per share reached a value of $4.73. Last fiscal year, the company paid $2.44 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 16.35, Price/Sales 1.98 and Price/Book ratio 39.74. Dividend Yield: 3.98 percent. The beta ratio is 0.85.

Long-Term Stock History Chart Of Philip Morris Intl. Inc. (Click to enlarge)

Long-Term History of Dividends from Philip Morris Intl. Inc. (NYSE: PM) (Click to enlarge)

Long-Term Dividend Yield History of Philip Morris Intl. Inc. (NYSE: PM) (Click to enlarge)

Vodafone Group (NASDAQ: VOD) has a market capitalization of $135.16 billion. The company employs 83,862 people, generates revenues of $70,280.45 million and has a net income of $12,054.47 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12,886.18 million. Because of these figures, the EBITDA margin is 18.34 percent (operating margin 12.20 percent and the net profit margin finally 17.15 percent).

The total debt representing 25.31 percent of the company’s assets and the total debt in relation to the equity amounts to 43.72 percent. Due to the financial situation, a return on equity of 8.96 percent was realized. Twelve trailing months earnings per share reached a value of $2.11. Last fiscal year, the company paid $1.36 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 12.72, Price/Sales 1.91 and Price/Book ratio 1.03. Dividend Yield: 5.48 percent. The beta ratio is 0.81.

Long-Term Stock History Chart Of Vodafone Group Plc (ADR) (Click to enlarge)

Long-Term History of Dividends from Vodafone Group Plc (ADR) (NASDAQ: VOD) (Click to enlarge)

Long-Term Dividend Yield History of Vodafone Group Plc (ADR) (NASDAQ: VOD) (Click to enlarge)

Intel Corporation (NASDAQ: INTC) has a market capitalization of $128.01 billion. The company employs 99,900 people, generates revenues of $43,623.00 million and has a net income of $11,464.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $20,101.00 million. Because of these figures, the EBITDA margin is 46.08 percent (operating margin 35.45 percent and the net profit margin finally 26.28 percent).

The total debt representing 3.35 percent of the company’s assets and the total debt in relation to the equity amounts to 4.28 percent. Due to the financial situation, a return on equity of 25.16 percent was realized. Twelve trailing months earnings per share reached a value of $2.31. Last fiscal year, the company paid $0.63 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 10.86, Price/Sales 2.93 and Price/Book ratio 2.80. Dividend Yield: 3.34 percent. The beta ratio is 1.09.

Long-Term Stock History Chart Of Intel Corporation (Click to enlarge)

Long-Term History of Dividends from Intel Corporation (NASDAQ: INTC) (Click to enlarge)

Long-Term Dividend Yield History of Intel Corporation (NASDAQ: INTC) (Click to enlarge)

Diageo (NYSE: DEO) has a market capitalization of $53.40 billion. The company employs 24,020 people, generates revenues of $15,218.96 million and has a net income of $3,089.44 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $4,454.18 million. Because of these figures, the EBITDA margin is 29.27 percent (operating margin 26.12 percent and the net profit margin finally 20.30 percent).

The total debt representing 42.26 percent of the company’s assets and the total debt in relation to the equity amounts to 159.33 percent. Due to the financial situation, a return on equity of 41.07 percent was realized. Twelve trailing months earnings per share reached a value of $4.67. Last fiscal year, the company paid $2.48 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 18.29, Price/Sales 3.50 and Price/Book ratio 6.65. Dividend Yield: 3.04 percent. The beta ratio is 0.75.

Long-Term Stock History Chart Of Diageo plc (ADR) (Click to enlarge)

Long-Term History of Dividends from Diageo plc (ADR) (NYSE: DEO) (Click to enlarge)

Long-Term Dividend Yield History of Diageo plc (ADR) (NYSE: DEO) (Click to enlarge)

Idea from Fool.com

Three Of The Next Big Dividend Stocks?

I've searched around Fooldom and dug up three potential candidates for the next great dividend stock. Let me just say now that dedicated income investors probably won't be too impressed with the yields I've collected here. Normally, I look for yields above or at least approaching 3%. For the purposes of this exercise, I've put a greater emphasis on growth, so I'm willing to settle for a smaller dividend. In theory, as the company grows, so should the dividend yield.

Here are the results:

Activision Blizzard (NASDAQ: ATVI) has a market capitalization of $14.01 billion. The company employs 7,600 people, generates revenues of $4,447.00 million and has a net income of $418.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $667.00 million. Because of these figures, the EBITDA margin is 15.00 percent (operating margin 10.55 percent and the net profit margin finally 9.40 percent).

The total debt representing 0.00 percent of the company’s assets and the total debt in relation to the equity amounts to 0.00 percent. Due to the financial situation, a return on equity of 3.95 percent was realized. Twelve trailing months earnings per share reached a value of $0.64. Last fiscal year, the company paid $0.15 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 19.12, Price/Sales 3.15 and Price/Book ratio 1.42. Dividend Yield: 1.35 percent. The beta ratio is 0.60.

Long-Term Stock History Chart Of Activision Blizzard, Inc. (Click to enlarge)

Long-Term History of Dividends from Activision Blizzard, Inc. (NASDAQ: ATVI) (Click to enlarge)

Long-Term Dividend Yield History of Activision Blizzard, Inc. (NASDAQ: ATVI) (Click to enlarge)

Kennametal (NYSE: KMT) has a market capitalization of $3.28 billion. The company employs 11,612 people, generates revenues of $2,403.49 million and has a net income of $232.28 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $415.14 million. Because of these figures, the EBITDA margin is 17.27 percent (operating margin 13.38 percent and the net profit margin finally 9.66 percent).

The total debt representing 11.36 percent of the company’s assets and the total debt in relation to the equity amounts to 19.10 percent. Due to the financial situation, a return on equity of 15.56 percent was realized. Twelve trailing months earnings per share reached a value of $3.22. Last fiscal year, the company paid $0.48 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 12.81, Price/Sales 1.36 and Price/Book ratio 2.04. Dividend Yield: 1.36 percent. The beta ratio is 1.64.

Long-Term Stock History Chart Of Kennametal Inc. (Click to enlarge)

Long-Term History of Dividends from Kennametal Inc. (NYSE: KMT) (Click to enlarge)

Long-Term Dividend Yield History of Kennametal Inc. (NYSE: KMT) (Click to enlarge)

BEAM Inc (NYSE: BEAM) has a market capitalization of $7.99 billion. The company employs 24,600 people, generates revenues of $7,141.50 million and has a net income of $496.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,006.30 million. Because of these figures, the EBITDA margin is 14.09 percent (operating margin 10.70 percent and the net profit margin finally 6.95 percent).

The total debt representing 33.77 percent of the company’s assets and the total debt in relation to the equity amounts to 75.49 percent. Due to the financial situation, a return on equity of 9.06 percent was realized. Twelve trailing months earnings per share reached a value of $1.10. Last fiscal year, the company paid $0.76 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 46.52, Price/Sales 1.12 and Price/Book ratio 1.39. Dividend Yield: 1.48 percent. The beta ratio is 1.56.

Long-Term Stock History Chart Of BEAM Inc (Click to enlarge)

Long-Term History of Dividends from BEAM Inc (NYSE: BEAM) (Click to enlarge)

Long-Term Dividend Yield History of BEAM Inc (NYSE: BEAM) (Click to enlarge)

Idea from Fool.com

The Best Dividends From Large Capitalized Pharma Stocks

Drugs go off patent, leading to generic competition, which lowers revenue substantially, which in turn hurts cash flow. That cash is needed to pay the dividends; they don't grow on trees, you know.

The dividends are at such a high level now that just sustaining them makes the stock a decent risk-reward proposition. The dividend by itself won't make for a stellar investment, but it should provide a floor for how low the stock can go, which reduces risk.

Then once investors are convinced that the pharmaceutical companies can grow again, they'll increase their valuation metrics and the share price will increase. Dividend yields might return to lower historical levels, but if the companies are actually growing again, dividends will also increase, which results in more capital appreciation. It's a nice cycle that can only benefit investors.

Here are the best big pharma dividend stocks:

Eli Lilly & Co. (NYSE: LLY) has a market capitalization of $46.24 billion. The company employs 38,380 people, generates revenues of $23,076.00 million and has a net income of $5,069.50 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $7,793.60 million. Because of these figures, the EBITDA margin is 33.77 percent (operating margin 28.28 percent and the net profit margin finally 21.97 percent).

The total debt representing 22.34 percent of the company’s assets and the total debt in relation to the equity amounts to 55.77 percent. Due to the financial situation, a return on equity of 46.20 percent was realized. Twelve trailing months earnings per share reached a value of $4.19. Last fiscal year, the company paid $1.96 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 9.54, Price/Sales 2.00 and Price/Book ratio 3.71. Dividend Yield: 4.91 percent. The beta ratio is 0.72.

Long-Term Stock History Chart Of Eli Lilly & Co. (Click to enlarge)

Long-Term History of Dividends from Eli Lilly & Co. (NYSE: LLY) (Click to enlarge)

Long-Term Dividend Yield History of Eli Lilly & Co. (NYSE: LLY) (Click to enlarge)

Bristol Myers Squibb (NYSE: BMY) has a market capitalization of $57.28 billion. The company employs 27,000 people, generates revenues of $19,484.00 million and has a net income of $4,513.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $6,566.00 million. Because of these figures, the EBITDA margin is 33.70 percent (operating margin 31.16 percent and the net profit margin finally 23.16 percent).

The total debt representing 17.52 percent of the company’s assets and the total debt in relation to the equity amounts to 34.65 percent. Due to the financial situation, a return on equity of 20.23 percent was realized. Twelve trailing months earnings per share reached a value of $1.94. Last fiscal year, the company paid $1.29 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 17.42, Price/Sales 2.94 and Price/Book ratio 3.65. Dividend Yield: 4.02 percent. The beta ratio is 0.50.

Long-Term Stock History Chart Of Bristol Myers Squibb Co. (Click to enlarge)

Long-Term History of Dividends from Bristol Myers Squibb Co. (NYSE: BMY) (Click to enlarge)

Long-Term Dividend Yield History of Bristol Myers Squibb Co. (NYSE: BMY) (Click to enlarge)

Merck & Co. (NYSE: MRK) has a market capitalization of $116.80 billion. The company employs 90,000 people, generates revenues of $45,987.00 million and has a net income of $982.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $9,250.00 million. Because of these figures, the EBITDA margin is 20.11 percent (operating margin 3.59 percent and the net profit margin finally 2.14 percent).

The total debt representing 16.90 percent of the company’s assets and the total debt in relation to the equity amounts to 32.89 percent. Due to the financial situation, a return on equity of 1.51 percent was realized. Twelve trailing months earnings per share reached a value of $1.46. Last fiscal year, the company paid $1.52 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 26.18, Price/Sales 2.54 and Price/Book ratio 2.17. Dividend Yield: 4.38 percent. The beta ratio is 0.67.

Long-Term Stock History Chart Of Merck & Co., Inc. (Click to enlarge)

Long-Term History of Dividends from Merck & Co., Inc. (NYSE: MRK) (Click to enlarge)

Long-Term Dividend Yield History of Merck & Co., Inc. (NYSE: MRK) (Click to enlarge)

Of the three, I like Bristol-Myers the best. It has the richest valuation and the lowest dividend yield, but there's a reason for that. Bristol-Myers has the best pipeline of the bunch and therefore the best chance of turning things around post-patent cliff. I'm going to go with Buffett on this: A great company at a fair price trumps a lower quality company with a lower valuation.

Idea from Fool.com

John Charles K. Bobrinskoy - Ariel Focus Q4 2011 Fund Portfolio

John Charles K. Bobrinskoy - Ariel Focus Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of John Charles K. Bobrinskoy’s - Ariel Focus - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 28 stocks with a total portfolio worth of USD 42,768,000.

John Charles K. Bobrinskoy’s fund positions as of Q4/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
MSFT - Microsoft Corp.	6.16	Reduce 6.71%	$25.96
DELL - Dell Inc.	5.71	Reduce 3.53%	$14.63
XOM - Exxon Mobil Corp.	5.47	Reduce 8.61%	$84.75
TGT - Target Corp.	5.03	Reduce 7.49%	$51.21
OMC - Omnicom Group	4.63	Reduce 6.72%	$44.57
JNJ - Johnson & Johnson	4.39	0	$65.59
ZMH - Zimmer Holdings	4.34	Add 14.14%	$53.43
LMT - Lockheed Martin Corp.	4.12	Reduce 6.03%	$80.92
TYC - Tyco International	4.03	Reduce 5.39%	$46.70
IBM - International Bus. Machines	3.87	Reduce 36.17%	$183.89
HSP - Hospira Inc.	3.83	Add 69.50%	$30.37
GS - Goldman Sachs Group	3.79	0	$90.45
MS - Morgan Stanley	3.71	0	$15.13
CCL - Carnival Corp.	3.43	Reduce 25.04%	$32.65
DV - DeVRY Inc.	3.4	Add 50.60%	$38.47
AFL - AFLAC Inc.	3.32	Add 37.82%	$43.26
CHK - Chesapeake Energy	3.29	0	$22.28
BK - Bank of New York	3.14	0	$19.91
ACN - Accenture	3.09	0	$53.23
WAG - Walgreen Co.	3.01	Reduce 25.14%	$33.05
KKR - KKR & Co. L.P.	2.94	Add 16.09%	$12.83
BRK.B - Berkshire Hathaway CL B	2.94	0	$76.30
JPM - JPMorgan Chase & Co.	2.54	Reduce 20.05%	$33.24
C - Citigroup Inc.	2.51	Add 70.86%	$26.31
APOL - Apollo Group	2.38	Reduce 37.62%	$53.86
NTRS - Northern Trust Corp.	2.17	Buy	$39.66
BAX - Baxter International Inc.	1.71	Reduce 36.75%	$49.46
ABT - Abbott Labs	1.08	Reduce 77.96%	$56.22

Related Stock Ticker:

MSFT, DELL, XOM, TGT, OMC, JNJ, ZMH, LMT, TYC, IBM, HSP, GS, MS, CCL, DV, AFL, CHK, BK, CAN, WAG, KKR, BRK.B, JPM, C, APOL, NTRS, BAX, ABT

Robert Zagunis, Robert Millen - Jensen Q4-2011 Fund Portfolio

Robert Zagunis and Robert Millen - Jensen Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert Zagunis and Robert Millen’s - Jensen - portfolio movements as of Q4/2011 (December 31, 2011). In total, they have 29 stocks with a total portfolio worth of USD 3,776,834,000.

Robert Zagunis and Robert Millen’s fund positions as of Q4/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
PG - Procter & Gamble	5.36	0	$66.71
PEP - PepsiCo Inc.	5.35	0	$66.35
OMC - Omnicom Group	5.07	0	$44.58
TROW - T. Rowe Price Group	5	0	$56.95
EMR - Emerson Electric	4.7	0	$46.59
MMM - 3M Co.	4.62	0	$81.73
UTX - United Technologies	4.55	0	$73.09
PX - Praxair Inc.	4.3	Reduce 6.12%	$106.90
MSFT - Microsoft Corp.	4.25	0	$25.96
ABT - Abbott Labs	4.12	Reduce 10.94%	$56.23
APH - Amphenol Corp.	3.96	Add 3.45%	$45.39
CTSH - Cognizant Technology Solutions	3.78	0	$64.31
ORCL - Oracle Corp.	3.69	Add 9.24%	$25.65
ADP - Automatic Data Processing Inc.	3.63	0	$54.01
CL - Colgate-Palmolive	3.55	Add 6.69%	$92.39
BDX - Becton Dickinson	3.5	Reduce 12.37%	$74.72
EFX - Equifax Inc.	3.43	Reduce 13.67%	$38.74
ADBE - Adobe Systems	3.4	Reduce 27.32%	$28.27
SYK - Stryker Corp.	3.09	Reduce 6.38%	$49.71
CHRW - C.H. Robinson Worldwide	2.92	0	$69.78
NKE - NIKE Inc.	2.62	0	$96.37
WAT - Waters Corp.	2.61	0	$74.05
MDT - Medtronic Inc.	2.42	0	$38.25
KO - Coca Cola Co.	1.94	0	$69.97
BCR - Bard (C.R.) Inc.	1.92	Reduce 13.28%	$85.50
VAR - Varian Medical Systems	1.69	Buy	$67.13
LH - Laboratory Corp. of America Holding	1.63	0	$85.97
PAYX - Paychex Inc.	1.48	Reduce 36.10%	$30.11
ECL - Ecolab Inc.	1.41	Reduce 17.07%	$57.81

Related Stock Ticker:

PG, PEP, OMC, TROW, EMR, MMM, UTX, PX, MSFT, ABT, APH, CTSH, ORCL, ADP, CL, BDX, EFX, ADBE, SYK, CHRW, NKE, WAT, MDT, KO, BCR, VAR, LH, PAYX, ECL