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Showing posts with label LMT. Show all posts
Showing posts with label LMT. Show all posts

9/26/2014

My 6 Favorite Dividend Growth And Share Buyback Stocks Of The Week

I've traveled last week which was one of the reasons why I haven’t made a clear post on this blog during the past week. I hope you are not worried about this.

Today I've compiled the latest dividend growth stocks and share buyback announcements. Twelve companies have released a share buyback program but only Lockheed Martin was the company with significant influence.

The military provider to the U.S. Government plans to buy additional $2 billion in own shares in the future. That's good news for shareholders and those will also receive more money by dividends. Lockheed also boosted its dividend payments by 12.78 percent. The new yield will hit the 3.3 percent level.

On the dividend growth side, only 14 companies or funds/trusts announced to pay higher dividends. The biggest company was Lockheed Martin followed by the electric utility stock OGE Energy.

In my view there were no interesting companies on the attached list. For sure you need a second check but for my own asset allocation, which excluded highly cyclical stocks and financials/banks/trusts etc...The research effort was very small for me.

What do you think from the latest dividend grower and share repurchaser? Do you like them or do you own one of them? Please let me known by leaving a little comment on this blog. Thank you for reading my blog.

My favorite Dividend Grower and Share Repurchaser 
of the recent week are...

5/23/2014

6 Top Long-Term Dividend Growth Stocks With A 20% Return On Investment

The markets hit new highs and valuations grow steadily. I notice that the fight for real and high quality assets is very hard. Today, investors pay 30 times for a solid and slow growing free cash flow. That's crazy in my view because you cannot make a good return with such a high price; it's a 3.3 percent initial yield.

Bonds yielding much lower at a yield of 2.5 for US Bonds to 1.5 percent or less for the German Government Paper. That's a damn low ratio.

But investors like you and me need a good yield to head off market fluctuations and to compensate inflation pressure, but most of the high-quality dividend growth stocks yielding below 3 percent.

My goal for today is to present you those stocks that pay more than the expected inflation rate and have a return on investment ratio above 20 percent. In addition, they should grow at a pace of 5 percent or more over the next five years. 

Below are those 6 results that have matched the above mentioned criteria and hiked dividends for 10 years or more. The results are very limited but can give you a good idea about the current market situation.

6 top long-term dividend growth stocks...

2/08/2014

8 Dividend Growth Stocks On The Sweet Spot

Out there happening very exciting moments on the market. Due to the recent stock market crash, stocks look a little bit more attractive than weeks before while the total number of potential dividend growers rise steadily.

The fantastic economic recovery of the recent years was the the most important item which helped to grow the total number of stocks with more than 5 years of consecutive dividend growth to 488! I expect that we would hit the 500 mark by the end of this year.

It's great to see that we've more and more opportunities in the dividend growth investing field but if we look at the valuations on the market, we definitely notice that it's still hard to find real bargains.

Some stocks are too expensive, others are cheap but those companies release falling earnings and sales figures or they are overloaded with debt. What we need are long-term dividend growth stocks on the sweet spot.

After the recent sell-off on the market, I screened my database by stocks with a current dividend yield over 3 percent and a low forward P/E of less than 15. In addition, the expected earnings should grow by at least 5 percent (analyst predictions), year by year for the next five fiscals.

Around 30 companies fulfilled these criteria at the moment. I try to highlight some of the best ideas. Below are 8 stocks, sorted by market capitalization.

10/25/2013

16 Cheap And High-Yielding Stocks From The S&P 500

S&P 500 stocks with low earnings multiples and high dividends originally published at long-term-investments.blogspot.com. I remember times when the popular S&P 500 index had more than 15 constituents of High-Yields. Today we only got seven!

Yes, market getting more and more expensive. The S&P 500 is up 22.85 percent this year and marked All-Time-Highs. In times when P/E’s of 20+ are the new valuation standard, it’s more important to keep an eye on cheaply priced stocks.

That’s the main reason why I would like to produce a screen from the mainstream index S&P 500 by the cheapest and highest yielding stocks measured with a forward P/E of less than 15 and a dividend yield over 4 percent.

Only sixteen corporate stocks fulfilled these criteria of which five have a buy or better rating. Utilities are the dominating investment category.

10/21/2013

17 Cheap Large Cap Dividend Contenders Close To New 52-Week Highs

Cheaply valuated dividend growth stocks close to new 52-Week-Highs originally published at long-term-investments.blogspot.com. I published recently a small article about Large Cap stocks close to new one-year highs with a single P/E.

The idea behind is that there could be more room for a higher stock price due to the low valuation and the break-out signal. I know that this kind of method is more technically but it should give you some new ideas from a different perspective of the capital market.

Today I would like to screen my dividend income growth stock database by shares with 10 to 25 years of consecutive dividend growth that are 5 percent or less away from new one-year highs. In addition, the earnings income multiple for the next year should be under 15 and the market capitalization over USD 10 billion.

Only 17 stocks fulfilled these criteria of which ten are currently recommended to buy.

9/28/2013

14 Top Dividend Growers From Last Week

Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. Only 14 stocks raised their dividend payments within the recent week. Despite the low number of growth stocks, the quality is still available.

Big names are again on the list. The biggest player is Lockheed Martin. The military group announced to boost dividends by 15.7 percent. I love this stock that is so deeply integrated into the U.S. economy.

Five High-Yields are part of the latest dividend growth stocks but only three companies are currently valuated with a forward P/E of less than 15. Also three of fourteen shares are currently recommended to buy.

Basic material stocks as well as financial stocks are dominating the results – A fact that we’ve also seen over the recent weeks. For the financial sector it’s reasonable because of the abnormal dividend cuts in 2008 but basic or raw material stocks? It’s really hard to explain why these stocks hike dividends when the whole sector is under pressure due to falling prices in anticipation of a slowing Chinese economy.

We will see how it develops over the time. I’ve attached, like every week, the full list of the latest dividend growth stocks. You can also find attached the current price ratios in order to find and compare the cheapest stocks from the list.

9/21/2013

17 High Yielding Dividend Achievers | Cheap Income Growth Stocks

Dividend income growth stocks with high yields and low price-to-earnings ratios originally published at long-term-investments.blogspot.com. High yielding stocks in a low interest environment is the only solution to hedge your assets against inflation.

But high yielding stocks are rare when the Fed keeps its leading interest rates close to zero percent and pull the market loan rates via bond purchases to the ground. But the inflation risk is still aware and you will get poorer over the time.

I stopped purchasing stocks for my own accounts since the beginning of the year. It was a wrong decision because equities are now more expensive. I don’t believe that they are still cheap, more likely fair valuated or slightly overpriced. 


It’s very hard to discover good stocks with solid dividend growth and high yields. I talk about yields over 3 percent and not the big risk including stocks with yields far above 5 percent.

Today I would like to screen the High-Dividend Achievers Index by stocks with inflation adequate yields and low price-to-earnings ratios. I prefer a ratio of the forward P/E below 15. Only 17 of 50 index members fulfilled these criteria. You can find a detailed list of these stocks attached.


Two High-Yields are part of the results and five received a current buy or better rating. Banks and utilities are the dominating industries on the list.


9/20/2013

15 Dividend Contenders With Over 20% Return on Equity and Return on Investment

Dividend growth stocks with very high returns on equity and returns on investment originally published at long-term-investments.blogspot.com. A solid investment delivers also solid returns over the time. Dividend growth is not the only criteria for a good investment. There are also many dividend growth stocks outside with low or negative return on investments and return on equity ratios.

Today I screened the Dividend Contenders Database by stocks with high return ratios. I fixed the 20 percent level in order to get the best results.


Only 15 companies fulfilled both, a return on equity as well as a return on investment over 20 percent. The difference between those two ratios is that the return on investment does not include the leverage effect. A corporate with high debts will automatically generate high returns on equity. The second ratio is a performance measure that looks only at the investment by dividing the investment return by the costs of the investment.


One High-Yield is below the results and 10 stocks got a buy or better rating by brokerage firms. Leverage is the key for high returns in my screen. As you might see in the attached sheet, the debt ratios are modestly high but in the end, the investor will pay a higher price for a leveraged company.


8/27/2013

Ex-Dividend Stocks: Best Dividend Paying Shares On August 29, 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, 64 stocks go ex dividend - of which 18 yield more than 3 percent. The average yield amounts to 3.69%. 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
Realty Income Corp.
O
7.83B
56.38
1.76
12.93
5.45%
Lockheed Martin Corporation
39.50B
13.79
57.01
0.85
3.74%
McDonald's Corp.
94.97B
17.37
6.26
3.42
3.25%
NV Energy, Inc.
5.59B
17.32
1.57
1.90
3.20%
Kellogg Company
K
22.43B
23.26
8.77
1.51
2.99%
Agnico-Eagle Mines Ltd.
5.38B
28.34
1.57
3.09
2.82%
The Wendy's Company
2.98B
253.00
1.52
1.18
2.64%
Northrop Grumman Corporation
21.75B
11.54
2.27
0.86
2.63%
BlackRock, Inc.
44.19B
16.82
1.73
4.51
2.59%
M&T Bank Corporation
14.67B
12.91
1.49
4.94
2.45%
GameStop Corp.
5.82B
-
2.70
0.68
2.23%
Abercrombie & Fitch Co.
2.78B
13.13
1.65
0.63
2.22%
Hillshire Brands Company
3.98B
21.74
8.24
1.02
2.16%
Nordstrom Inc.
11.07B
15.02
5.45
0.89
2.12%
Hartford Financial Services
13.39B
-
0.70
0.47
2.02%
Associated Banc-Corp
2.69B
15.09
0.96
3.79
1.98%
The Interpublic Group of Comp.
6.66B
20.08
3.14
0.95
1.92%
ITC Holdings Corp.
4.62B
23.83
3.07
5.23
1.91%
Martin Marietta Materials Inc.
4.44B
45.36
3.16
2.17
1.66%
Dun & Bradstreet Corp.
3.97B
15.07
-
2.42
1.59%


Find more stocks with ex-dividend date on August 29, 2013 here.

8/25/2013

Sturm, Ruger & Co. Is The New Dividend Stock Holding For My Portfolio

Who don’t like weapons? Americans do. One company that produces each year weapons for hundreds of millions dollars is the defense products stock Sturm, Ruger & Co. Incorporated. I purchased last Friday 20 shares of the weapon maker.

Sturm, Ruger & Company, Inc. engages in the design, manufacture, and sale of firearms in the United States. The company offers single-shot, auto loading, bolt-action, and sporting rifles; single-action and double-action revolvers; and rim fire auto loading and center fire auto loading pistols. It also provides accessories and replacement parts for its firearms. In addition, the company provides investment castings made from steel alloys directly or through manufacturers' representatives.

The company has a current P/E of 10.97 and the forward P/E is expected at 14.76. The current dividend yield of Sturm Ruger is quiet over the High-Yield mark at 5.03 percent. That’s a good value in my view.

Strum Ruger increased Sales by a factor of 3,3 and the net income rose by a factor of 5.8. What great growth figures. Sturm Ruger managed to raise its dividends over 5 consecutive years. It’s a Dividend Challenger with no long-term debt.

Latest Portfolio Transactions (Click to enlarge)

--------------------------------------
For readers who are new to the matter and my dividend growth philosophy: I funded a virtual portfolio with 100k on October 04, 2012 with the aim to build a passive income stream that doubles each five to ten years. I plan to purchase each week one stock holding until the money is fully invested. The total number of constituents is expected at 50 – 70 companies and the dividend income should be at least at $3,000 per year.
--------------------------------------

Portfolio Overview I (Click to enlarge)

Portfolio Overview I (Click to enlarge)

I paid $1,036 for my stake in Sturm Ruger which will give me around $50 bucks in additional dividend income per year if the latest dividend of USD 2.60 should be sustainable.

The full year dividend income is now estimated at $2,258.68. With a current yield on cost of 3.42 percent and USD 34,98.98 in cash deposits, I’m still confident to reach my aim of a USD 3k dividend income by the end of the year 2013.

All stock holdings from the Dividend Yield Passive Income Portfolio are up 6.26 percent. The whole portfolio performance is only at 5.1 percent due to the high cash amount and slow purchasing process.

Portfolio Performance (Click to enlarge)

Here is the income perspective of the portfolio

Sym
Name
P/E Ratio
Dividend Yield

Buy
# Shrs
Income
Value
TRI
Thomson Reuters C
25.77
3.83

28.90
50
$64.75
$1,685.00
LMT
Lockheed Martin C
13.88
3.6

92.72
20
$89.00
$2,520.00
INTC
Intel Corporation
12.03
4.04

21.27
50
$45.00
$1,122.00
MCD
McDonald's Corpor
17.48
3.15

87.33
15
$45.15
$1,426.95
WU
Western Union Com
11.48
2.61

11.95
100
$47.50
$1,830.00
PM
Philip Morris Int
16.36
4.09

85.42
20
$68.78
$1,707.40
JNJ
Johnson & Johnson
19.45
2.9

69.19
20
$50.80
$1,768.20
MO
Altria Group Inc
15.34
5.24

33.48
40
$70.40
$1,371.20
SYY
Sysco Corporation
19.33
3.44

31.65
40
$44.40
$1,290.00
DRI
Darden Restaurant
15.08
4.34

46.66
30
$61.50
$1,410.30
CA
CA Inc.
13.16
3.32

21.86
50
$50.00
$1,512.00
PG
Procter & Gamble
20.67
2.92

68.72
25
$58.20
$2,000.25
KRFT
Kraft Foods Group
17.36
3.79

44.41
40
$80.00
$2,112.80
MAT
Mattel Inc.
18.71
3.21

36.45
40
$53.60
$1,669.20
PEP
Pepsico Inc. Com
18.67
2.75

70.88
20
$43.60
$1,597.00
KMB
Kimberly-Clark Co
20.33
3.24

86.82
15
$46.50
$1,438.35
COP
ConocoPhillips Co
11.03
4.04

61.06
20
$52.80
$1,331.00
GIS
General Mills In
17.67
2.78

42.13
30
$41.10
$1,494.60
UL
Unilever PLC Comm
18.57
3.41

39.65
35
$47.01
$1,391.25
NSRGY
NESTLE SA REG SHR
18.61
3.23

68.69
30
$65.31
$2,025.11
GE
General Electric
17.6
3.11

23.39
65
$48.10
$1,545.70
ADP
Automatic Data Pr
25.1
2.35

61.65
25
$42.50
$1,807.00
K
Kellogg Company C
23.92
2.82

61.52
25
$44.00
$1,568.25
KO
Coca-Cola Company
20.17
2.79

38.83
40
$42.80
$1,540.80
RTN
Raytheon Company
13.24
2.74

57.04
20
$42.00
$1,553.00
RCI
Rogers Communicat
10.45
4.29

46.5
50
$83.30
$1,964.00
GPC
Genuine Parts Com
17.87
2.6

77.06
20
$41.28
$1,588.40
TSCDY
TESCO PLC SPONS A
229.47
4

17.08
110
$75.68
$1,933.80
APD
Air Products and
21.98
2.62

85.71
15
$40.50
$1,560.00
GSK
GlaxoSmithKline P
19.81
4.56

52.16
30
$71.13
$1,565.70
WMT
Wal-Mart Stores
14.3
2.46

79.25
20
$36.16
$1,468.80
BTI
British American
15.9
4.02

111.13
23
$96.14
$2,410.86
CHL
China Mobile Limi
10.49
4.11

55.32
25
$54.95
$1,342.00
MMM
3M Company Common
17.95
2.18

110.27
15
$37.43
$1,716.00
TUP
Tupperware Brands
17.95
2.34

80.98
15
$29.40
$1,268.70
IBM
International Bus
13.15
1.94

197.09
16
$57.60
$2,966.72
HAS
Hasbro Inc.
18.3
3.36

44.09
30
$45.60
$1,383.30
T
AT&T Inc.
25.9
5.29

34.47
30
$53.70
$1,028.70
WAG
Walgreen Co. Comm
21.26
2.35

44.25
30
$34.20
$1,463.70
AFL
AFLAC Incorporate
8.33
2.34

59.39
20
$28.00
$1,196.60
TGT
Target Corporatio
15.09
2.35

71.46
20
$30.20
$1,287.00
CSCO
Cisco Systems In
12.91
2.58

26.19
50
$31.00
$1,193.00
DE
Deere & Company C
9.55
2.33

84.11
15
$29.10
$1,252.50
RGR
Sturm Ruger & Co
10.91
5.03

51.65
20
$38.52
$1,033.00
















$2,258.68
$70,340.14
















Average Yield
3.21%
















Yield On Cost
3.42%

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