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Showing posts with label Gas. Show all posts
Showing posts with label Gas. Show all posts

These Dividend Contenders May Rise Dividends Within The Next 3 Months

Recently, I wrote about DividendChampions that may rise dividends within the next 3 months in order to keep their status as dividend grower alive.

It's fantstic to know what companies should hike it's dividends because the current yields are so low that each investor get tears in his eyes.

A potential dividend hike could lift the current dividend yield on a new level.


Today I like to introduce some Dividend Contenders with potential to hike dividends over the next quarter. As a result, I found 20 companies; nine of them yield over 3 percent.

Dividend Growth is a wonderful investing space on which I personally spend a lot of time. 

I love it to see dividends grow but it's only possible if a company grows and has low debt ratios.

These are my 6 highlights... 

21% Return With Investments in American Oil fields

The following post is a sponsored article to review a new investment opportunity of Viscount Resources. They plan to offer their clients a basic material investment opportunity within the Schwarz Oil Wells, an oil field in Illinois Basin.

I know that you are real dividend investors but some of you also like direct investments in oil and gas ventures. America experiences a big energy boom for the time being. There is a huge potential of exploring and drilling oil and shale gas within the United States. Railroads and Pipeline stocks have benefited from higher prices for delivering these energy products and the best is yet to come.

Development of the world's energy production (click to enlarge)

Oil and natural gas accounting for more than half of the world’s energy demand. Combined with coal, fossil fuels dominate the global energy consumption with a market share of around 87 percent. Why are they so dominant? It’s easy to explain: The humans don’t need to pay the price of production from fossil fuels. That’s a major competitive advantage compared to new energy sources like solar, biogas or even wind power.

Today I would like to introduce a company that has a great experience in research of investments within the basic material sector. Viscount Resources, based in Gibraltar, are experts in oil and gas investment management. The company plans to manage a drilling and exploring oil venture in Illinois and wants to purchase a license agreement in the Swartz Oil Wells, an area of 640 acres in the Dale Consolidated Oil Field, a known producing area in the Illinois Basin, USA.  The Project Coordinators, Sunset Oil and Gas LLC, along with Drilling Contractor, George N. Mitchell Drilling Inc, have many years of experience operating together within the Illinois Basin.

You can get a full overview about the partners of the project in the Viscount Swartz Brochure. The project offers a double-digit annual return and should run over a lifespan of around 20 years.

The investment opportunity:
-With a 10,000 GBP investment to generate 10 barrels a day (1.365% Share).
- When oil is found investors will earn between GBP 2,400 & GBP 2,800 per annum (on average).
- Estimated return of 21% for the year after fees
- Monthly paid return when oil is being pumped out of the ground
- Potential to gain a higher return if the oil reserves are bigger than estimated
- A Rising oil price can increase your return
- Long Investment Period of 20 Years
- Currency Gains for a non UK-Investor

Risks:
- Decreasing GBP/USD currency pair for non UK-Investors
- Risk of lower than estimated oil reserves
- Shrinking oil price can reduce your return
- Operational risks e.g. exploring and drilling risk

Costs:
- 5% the fee which is GBP 120 and the small maintenance fee which will be on average GBP 155 for the year (both paid directly out of profits)

You can get a detailed overview about the project’s geological situation in the Swartz Geological Report. The report was prepared on November 17, 2012 and shows the potential of the whole area.

Direct investments in oil and gas are definitely riskier than normal investments in high-quality dividend stocks but they offer a great opportunity for risk-taking and yield seeking investors.

If you like to receive more information about the project or how to become a part of the project, you can submit your request or jump on a call with Viscount Resources at +44 (0) 203 397 6738.

Click here to find out more: www.viscountresources.com

Ex-Dividend Stocks: Best Dividend Paying Shares On May 15, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

The ex dividend date is the final date on which the new stock buyer couldn’t receive the next dividend. If you like to receive the dividend, you need to buy the stock before the ex dividend date. I made a little screen of the best yielding stocks with a higher capitalization that have their ex date on the next trading day.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks May 15, 2013. In total, 53 stocks and preferred shares go ex dividend - of which 16 yield more than 3 percent. The average yield amounts to 3.22%.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Veolia Environnement S.A.
7.10B
679.50
0.75
0.19
5.74%
Royal Dutch Shell plc
226.27B
8.63
1.26
0.49
4.82%
AGL Resources Inc.
5.11B
17.29
1.45
1.21
4.35%
Duke Energy Corporation
50.63B
21.68
1.24
2.31
4.26%
Sonoco Products Co.
3.59B
18.10
2.35
0.76
3.49%
Chevron Corporation
238.14B
9.29
1.70
1.00
3.26%
Black Hills Corporation
2.16B
22.32
1.71
1.82
3.12%
Apartment Investment & Management
4.70B
-
5.29
4.53
2.98%
Linear Technology Corp.
8.83B
22.01
9.23
6.87
2.75%
Invesco Ltd.
15.14B
21.82
1.85
3.53
2.64%
L-3 Communications Holdings Inc.
7.56B
10.11
1.37
0.57
2.62%
Simon Property Group Inc.
55.81B
51.71
9.62
11.21
2.56%
Ritchie Bros. Auctioneers
2.16B
27.41
3.31
4.94
2.42%
BOK Financial Corporation
4.46B
12.47
1.47
5.70
2.34%
United Technologies Corp.
87.29B
17.55
3.32
1.46
2.25%
Aqua America Inc.
4.50B
22.66
3.17
5.81
2.19%
Allison Transmission Holdings, Inc.
4.34B
9.00
3.09
2.17
2.05%
The J. M. Smucker Company
11.17B
22.20
2.15
1.89
2.00%
Murphy Oil Corporation
12.02B
13.71
1.31
0.42
1.99%
Whirlpool Corp.
10.08B
18.18
2.25
0.56
1.96%

Dividend Ideas: Starts Air Products and Chemicals (APD) To Boom?

Recently, one of my readers sends me a note about Air Products Chemicals (APD) in order to get some minds from me. Here is his analysis of the situation:

I’m financial analyst in Hungary, Europe since 15 years in various multi-nationals like GE and Citicorp. I got an idea for 3-5 yrs-investment and I would like to know your opinion about it.

Air Products is a div. Aristocrat and also in very healthy financial standing (equity, profit margins, cash level, indebtedness, etc are OK). On the other hand they are world-leading supplier of H and He. He (Helium) is the key, because it is limited and disappears when used for the planet forever. 

Currently it can be extracted from natural gas, where the best concentration is int he USA (2%), and only a few other places are on Earth with much lower concentration (Russia, Quatar, Algeria etc. around 0,3% only) Nobel laureate Robert Richardson has proclaimed few years ago that it will be a very rare resource within 25 years according to present level of usage (needed for various industries like electronics, medical equipment). 

Largest global reserve is in Texas (near to Amarillo), under public sale according to USA government act, the transaction is to be finished by 2015. APD is always making acquisitions and it may have the money to buy the state’s reserve. If it happens, APD will control Helium-price for a growing need-end market. This is the story. I wonder what do you think?”

My first thought was that the guy has a very good taste in asset picking and he is operational deeply involved.

I am a guy who acts more objective. I cannot evaluate risks from my desk and I don’t like to invest huge amounts of my money into a single stock. My diversification works in a way that I put only 0.5% – 1% of my net worth into a single growth stock.

Please, don’t love your investment and make research. In the end, you will ever oversee the really big risks. You cannot know more than the market.

On a big picture I can tell you that APD is wonderful growth stock that is also on my watch list. The company is globally diversified with over 50 percent sales abroad and has a great profitability (+10 percent net margin). APD is working in a growing industry and creates a really good work.

But the stock is more cyclic than their competitors. Earnings decreased by a half during the financial crises. Look at Linde (German) or Air Liquide (France). Those are two rivals with a lower cyclic business model. Their yields and valuation levels are in a similar range.


You see that APD is not a monopoly. They cannot raise prices how they like. That’s the big burden of a commodity trader or volume producer. Sure, APD is much more but they don’t have patents on their products like drug manufacturer and they don’t have created a monopolistic situation. In the long-run, competitors can enter into the market and flood the market with cheaper gases.

I heard from some companies in the industry that they are looking for a deeper chain. They try to build an independence from industrial gases where only the price is the essential point. Linde bought a healthcare gas company in the United States and produces food gas which helps to improve the durable time of foods.

The key solution for growth and higher margin is a deeper value chain and a specialization on customer needs. If your client makes a gain with your products and they are unique, he will share the profits with you. The higher the uniqueness of your produces, the higher your margins are.

It could be possible that there are bottlenecks in the short-run that could boost APD’s earnings but I believe that they are not available for the long-run because of the unlimited market access for all competitors. For me is APD a long-term pick because of the leading market position. I also like Linde and Air Liquide and several other special chemical and gas stocks. I only own PX and AI for the time being.

Do you have some stock ideas? Let me know and we share our thoughts.

12 Best Yielding Utilities With Double-Digit EPS Growth Potential

Utilities with best dividend yields and high earnings per share growth forecasts originally published at "long-term-investments.blogspot.com". Utilities are well-known for its stability and high dividend payments but they offer also high debt and low growth rates. Sure, utilities can give you some kind of safeness but the only thing that let’s your wealth grow is growth.

Growth is very expensive within the utility sector and I am not sure how it works in the United States but in many countries on the world, utilities are regulated by the government, so they cannot increase prices how they like.

Utilities are essential supplier for basic consumptions products like electricity, water, garbage and so on. Prices should be low in order to realize an optimized prosperity of the nation. If prices are too high, the government will be changed at the next election.

For investors is this fact a very hard environment to make money. You can do it but it is much easier in other sectors. If you invest money in foreign utilities, you bet mainly on an inflation growth and a currency gain.

However, a high dividend is not the only solution of wealth. Growth is more important. I prefer low yielding stocks with no legislative rules and high growth. This will help me to grow faster than the inflation.

Today, I like to show you some of the best yielding utilities with the highest expected earnings per share growth for the next half-decade. From 123 listed utilities pay 107 a dividend but only for 12 companies, earnings per share is expected to grow yearly by more than 10 percent.


Gas utilities are the dominant players on my screening result - There are five stocks from the industry. It could be possible that analysts expecting lower gas prices for the mid-term due to the shale gas boom.


Best Ex-Dividend Stock List For November 14, 2012

The Best Yielding And Biggest Ex-Dividend Stocks Researched By Dividend Yield - Stock, Capital, Investment. Dividend Investors should have a quiet overview of stocks with upcoming ex-dividend dates. The ex-dividend date is the final date on which the new stock buyer couldn’t receive the next dividend. If you like to receive the dividend, you need to buy the stock before the ex-dividend date. I made a little screen of the best yielding stocks with a higher capitalization that have their ex-dividend date on the next trading day.

A full list of all stocks with ex-dividend date can be found here: Ex-Dividend Stocks on November 14, 2012. In total, 73 stocks and preferred shares go ex-dividend - of which 36 yield more than 3 percent. The average yield amounts to 3.64%.

Here is the sheet of the best yielding, higher capitalized Ex-Dividend stocks:

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Pitney Bowes Inc.
2.39B
6.59
19.23
0.47
12.58%
Terra Nitrogen Company, L.P.
4.27B
14.14
16.72
5.51
7.31%
GlaxoSmithKline plc
105.88B
13.70
10.52
2.50
5.39%
Oaktree Capital Group, LLC
7.69B
-
4.54
55.06
5.25%
Duke Energy Corporation
43.27B
19.51
1.06
2.50
4.98%
AGL Resources Inc.
4.50B
20.64
1.33
1.29
4.82%
CenterPoint Energy, Inc.
8.62B
21.67
2.03
1.15
4.02%
Sonoco Products Co.
3.07B
17.12
2.02
0.65
3.94%
Plum Creek Timber Co. Inc.
6.90B
37.44
5.76
5.30
3.94%
Questar Corporation
3.42B
16.38
3.24
3.08
3.55%
Chevron Corporation
207.32B
8.69
1.56
0.86
3.40%
Emerson Electric Co.
36.61B
18.78
3.51
1.50
3.26%
Corning Inc.
16.66B
8.87
0.76
2.15
3.19%
Apartment Investment
3.69B
-
4.22
3.48
3.16%
Linear Technology Corp.
7.50B
19.30
9.32
5.90
3.08%
Simon Property Group Inc.
47.06B
30.61
8.06
10.00
2.89%
Aqua America Inc.
3.49B
23.06
2.65
4.69
2.81%
Protective Life Corp.
2.04B
6.70
0.45
0.56
2.79%
United Technologies Corp.
70.53B
13.31
2.83
1.25
2.78%
American Water Works Company, Inc.
6.46B
16.99
1.45
2.29