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Showing posts with label HAL. Show all posts
Showing posts with label HAL. Show all posts

These Stocks Are The Favorite Picks From The Best Asset Managers

Below is a list of stock picks from the best equity managers of the recent quarter. The list summarizes a few dividend growers like Oracle, Walgreen or Johnson & Johnson.

I hope you can find some values in the list and fresh ideas from the professional money management industry.

I bought recently PG, QCOM. Both pay solid dividends and become a little under pressure in the recent market correction.

Here are the top picks from the industries top managers....

Super Investors Love These 10 Stocks Mostly By Betting On Rising Stock Prices

Today I like to introduce 10 of the top buys from the past quarter by super investors like Warren Buffett or George Soros.

I've posted an article related to the activities of Warren Buffett recently on this blog. Warren is one of the investors I watch closer. I like to stay informed by with most of his decisions, I don't agree.

I like the idea of dividend growth with accent on growth. Growth is more important than yield but you must find a great balance from both.

Google and Berkshire are two top picks on the list who don't pay dividends but generated phenomenal growth in the past. It shows that creating values don't depend on paying dividends or buying back own shares.

The truth is that normal investors like me or maybe you too, need a bigger part of shareholder friendly presents. We don't have the ability to reduce working capital or boost free cash flows by combining several businesses. That's only possible for big investors.

Here are the top dividend results:


10 Most Popular Dividend Stocks Bought By Investment Gurus

Recently I published an article about Warren Buffett's latest dividend stock buys and sells of the recent quarter.

I'm ever surprised about his new investment. He bought Deere, a great company with high market share in the farmer’s equipment segment, while I was selling it due to high debt loads and operational headwinds.

You also may like my article about 10 stocks with the highest Share Buyback Program on the market.

Today I like to show you what the other super investors like George Soros, David Tepper, Bill Ackman, Bruce Berkowitz or others bought during the latest quarter. Each of the attached stocks were bought at least four times by one of the 60+ superinvestors.

It's a clear signal. They put money into the oil services industry. Drilling and exploration companies- Those are suffering mostly from the low oil price. Is it an anti-cyclic bet? What do you think; please share your thoughts by leaving a small comment.

These are my main favorites from the list....

10 Share Buyback Kings With Solid Growing Dividends

Recently, I wrote about stocks thatgave investors a big move in dividend payments. Investors are expecting a 50 percent higher dividend income.

Today I like to show you 10 stocks with the highest share buyback program announcements during the past year.

Nine of them also pay good dividends and the latest company, Gilead Sciences will also pay dividends in the future.


These are my favorite results....

16 Incredible Stocks Converting Growth In Pure Return

5 Top Dividend Paying Growth Stocks with Big Returns on Assets
Growth is wonderful but makes only sense when the company has a high return on assets. 

It's a massive money creating strategy to take cash and upscale a high returning business.

Today I've discovered some growth stock ideas with double digit returns on assets and operating margins with low price and debt ratios.

These are my criteria in detail:

- Large Cap
- Positive Dividend Yield
- Debt to Equity under 1
- Expected 5-Year EPS Growth over 5 percent
- Past 5-Year Sales Growth over 5 percent
- Forward P/E under 15
- 10 Percent ROA and Operating Margin

There were exactly 16 stocks that met my tight criteria. I'm also impressed by the sector diversification. A broad range of stocks from completely different industries stopped with these restrictions but technology stocks still dominating my results.

Technology is not the same. There are old-techs and new-tech companies. The first category delivers "commodities" for the following, new companies. Oracle, Microsoft and AT&T are such investments.

Below are my five favorites from the results, you can also find a table with the full results attached. I hope you enjoy my work and get more stock trading ideas. My focus is dividend, value and growth driven.

5 Top Dividend Paying Growth Stocks with Big Return on Assets are...


My 5 Favorite Stocks With Dividend Growth Of The Week

During the past Week, 64 companies increased their dividend payments. The biggest stocks are AbbVie, Visa, Halliburton, Energy Transfer Equity and the apparel company V.F. Corporation.

Four stocks from the dividend growers list have a forward P/E of less than 10 and eleven have a dividend yield over 5 percent. Below are my five favorites. You might agree or not.

Most of them are different and they don’t look like real Dividend Aristocrats or Dividend Champions as in the past articles.

My focus for this selection was mainly on Large Cap. I personally have no shares of them and don’t like to buy some in the near future but it’s always good to know what companies have hiked dividends because in five years or so, they could become to a new Dividend Challenger.

Big names on the Buyback side were Pfizer, AbbVie, Canadian National Railway, Parker-Hannfin, Nielsen and CarMax.

In total, 27 stocks announced a new, additional or increased share buyback program. The total buyback volume for the future is over USD 25 billion.

Ex-Dividend Stocks: Best Dividend Paying Shares On August 30, 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.

In total, 18 stocks go ex dividend - of which 4 yield more than 3 percent. The average yield amounts to 2.21%. Here is a full list of all stocks with ex-dividend date within the upcoming week.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Six Flags Entertainment
3.23B
10.16
8.01
2.99
5.33%
Orchids Paper Products Company
216.68M
20.58
2.68
2.05
5.04%
Greenhill & Co., Inc.
1.46B
27.97
5.71
4.55
3.68%
Arthur J Gallagher & Co.
5.31B
23.19
3.12
1.91
3.35%
Avery Dennison Corporation
4.30B
21.00
2.84
0.71
2.68%
Suncor Energy Inc.
52.39B
20.23
1.34
1.41
2.24%
QUALCOMM Incorporated
114.95B
17.70
3.06
4.94
2.10%
Interval Leisure Group, Inc.
1.25B
20.56
4.01
2.56
2.02%
Xylem Inc.
4.54B
19.61
2.21
1.22
1.92%
Forrester Research Inc.
720.58M
33.90
3.31
2.46
1.77%
Computer Sciences Corporation
7.49B
12.53
2.42
0.51
1.60%
Schlumberger Limited
109.72B
17.70
2.97
2.45
1.51%
Joy Global, Inc.
5.20B
7.17
1.81
0.95
1.43%
HSN, Inc.
2.94B
20.74
6.30
0.88
1.31%
Imperial Oil Ltd.
36.23B
11.77
2.17
1.18
1.10%
Alliant Techsystems Inc.
3.13B
11.66
2.01
0.72
1.06%
Halliburton Company
45.23B
24.95
2.95
1.58
1.02%
Itau Unibanco Holding S.A.
59.99B
9.08
1.57
2.03
0.66%

13 Cheap High Beta Basic Material Dividend Stocks

Cheap high beta dividend stocks from the basic material sector originally published at long-term-investments.blogspot.com. The basic material sector is under fire. Nobody wants to go long on raw material producer or related industries. The fear of a slowing growth in China with the result of cheaper commodity prices is still aware.

The whole sector is down 3.1 percent over the recent six months while the best sector gained 17.9 percent during the same period. So many stocks can be bought for a single P/E within the sector but the risk is still high.

Today I would like to proceed my monthly screening serial about high beta dividend stocks. The basic material sector has a huge base of stock ideas on this field. In order to get the best results, I need to increase my limitations like this:


- Market capitalization over USD 10 billion
- Forward P/E below 15
- 5Y future earnings per share growth over 15 percent yearly
- Beta ratio over 1

Thirteen companies fulfilled these criteria of which one is a High-Yield. All results have a current buy or better rating.

Ex-Dividend Stocks: Best Dividend Paying Shares On March 04, 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 March 04, 2013. In total, 15 stocks and preferred shares go ex dividend - of which 2 yield more than 3 percent. The average yield amounts to 2.62%.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Royce Focus Trust, Inc.
144.77M
-
0.97
58.61
9.80%
Tronox Incorporated
2.33B
1.13
0.82
1.34
4.87%
Greenhill & Co., Inc.
1.72B
43.73
6.04
6.04
2.96%
Avery Dennison Corporation
4.07B
25.06
2.57
0.67
2.64%
Banco Bradesco S.A.
68.73B
12.14
1.99
3.26
2.45%
Commerce Bancshares, Inc.
3.48B
13.09
1.61
5.14
2.36%
Banco Bradesco S.A.
66.85B
11.99
1.94
2.56
2.29%
Forrester Research Inc.
612.36M
20.96
2.07
2.09
2.04%
Nielsen Holdings N.V.
12.58B
45.53
2.45
2.24
1.90%
Cooper Tire & Rubber Co.
1.59B
4.47
2.16
0.38
1.66%
Everest Re Group Ltd.
6.44B
7.94
0.95
1.31
1.54%
Fresh Del Monte Produce Inc.
1.51B
10.78
0.84
0.44
1.53%
The Cheesecake Factory
1.86B
18.14
3.23
1.02
1.39%
HSN, Inc.
2.95B
25.00
6.21
0.91
1.35%
Halliburton Company
38.68B
14.93
2.44
1.36
0.87%