I found a great list of stocks that combine value investing criteria with growth. The list contains a number of attractive looking stocks with current yields above the bond yield.
It's a classical leveraged view. If you borrow money and put it into investments with a yield over your capital cost, you will make money.
Dividends are not stable.
You need a huge spread yield.
However, take a look at the attached list. I believe there are a few good names on it.
Here is the table....
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label PX. Show all posts
Showing posts with label PX. Show all posts
5 Dividend Stocks With Fresh Billion Share Buyback Programs
Recently, I wrote an article about stocks with the most recent billion share buyback programs on the market. Today I would like to expand the list by adding stocks that have announced to spend billions by buying back own shares.
Three names are not included in the list because they don't pay dividends. EBay, Valeant Pharmaceuticals International and Check Point Software Technologies are those stocks.
Ex-Dividend Stocks: Best Dividend Paying Shares On June 05, 2013
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 June 05,
2013. In total, 63 stocks and
preferred shares go ex dividend - of which 63 yield more than 3 percent. The
average yield amounts to 2.80%.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
|
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
|
Public Service Enterprise Group
|
16.74B
|
15.25
|
1.53
|
1.73
|
4.35%
|
|
|
Dominion
Resources, Inc.
|
32.09B
|
97.46
|
2.89
|
2.44
|
4.05%
|
|
|
Williams
Companies, Inc.
|
23.86B
|
37.99
|
4.97
|
3.28
|
4.03%
|
|
|
Waste
Management, Inc.
|
19.44B
|
23.78
|
3.04
|
1.42
|
3.51%
|
|
|
Kimberly-Clark
Corporation
|
37.19B
|
21.02
|
7.92
|
1.76
|
3.35%
|
|
|
Pepsico,
Inc.
|
125.88B
|
20.87
|
5.63
|
1.92
|
2.79%
|
|
|
Baxter
International Inc.
|
38.17B
|
16.97
|
5.49
|
2.68
|
2.78%
|
|
|
Genuine
Parts Company
|
12.01B
|
18.72
|
3.92
|
0.92
|
2.77%
|
|
|
SLM
Corporation
|
10.64B
|
9.74
|
2.07
|
1.67
|
2.50%
|
|
|
Limited
Brands, Inc.
|
14.67B
|
19.51
|
-
|
1.39
|
2.37%
|
|
|
Coach,
Inc.
|
16.45B
|
15.82
|
7.34
|
3.28
|
2.31%
|
|
|
Coca-Cola
Enterprises Inc.
|
10.24B
|
17.63
|
4.53
|
1.27
|
2.14%
|
|
|
Northern
Trust Corporation
|
13.97B
|
20.63
|
1.84
|
11.32
|
2.12%
|
|
|
Praxair
Inc.
|
34.16B
|
20.89
|
5.54
|
3.03
|
2.08%
|
|
|
Johnson
Controls Inc.
|
25.70B
|
28.21
|
2.18
|
0.61
|
2.03%
|
|
|
Becton,
Dickinson and Company
|
19.27B
|
17.65
|
4.20
|
2.46
|
2.00%
|
|
|
WPP
plc
|
21.70B
|
17.97
|
1.95
|
1.38
|
1.63%
|
|
|
Canadian
National Railway
|
43.50B
|
18.80
|
4.05
|
4.50
|
1.63%
|
|
|
China Life Insurance Co. Ltd.
|
73.15B
|
28.76
|
1.93
|
1.19
|
0.87%
|
|
|
McKesson
Corporation
|
25.55B
|
20.17
|
3.62
|
0.21
|
0.71%
|
20 Basic Material Dividend Stocks With Top Yields And Low Volatility
Today I like to run my screen for the safest basic
material stocks. These are my criteria:
- Market Capitalization
over USD 10 billion
- Beta ratio below 1
Linked are the 20 best yielding stocks. 14 of them
have a current buy or better recommendation and five are high-yields. Oil and gas
companies are the dominating category.
Ex-Dividend Stocks: Best Dividend Paying Shares On March 05, 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 05,
2013. In total, 14 stocks and
preferred shares go ex dividend - of which 5 yield more than 3 percent. The
average yield amounts to 3.08%.
Here is the sheet of the best yielding ex-dividend stocks:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
TAL
International Group, Inc.
|
1.46B
|
11.15
|
2.36
|
2.48
|
5.93%
|
|
National
CineMedia, Inc.
|
882.67M
|
41.22
|
-
|
1.97
|
5.77%
|
|
Weingarten
Realty Investors
|
3.75B
|
128.46
|
2.38
|
7.44
|
3.96%
|
|
Harris
Corp.
|
5.38B
|
9.72
|
2.94
|
1.01
|
3.10%
|
|
Destination
Maternity
|
306.36M
|
14.43
|
2.85
|
0.57
|
3.09%
|
|
BlackRock,
Inc.
|
40.15B
|
17.21
|
1.63
|
4.30
|
2.84%
|
|
Praxair
Inc.
|
33.62B
|
20.23
|
5.56
|
3.00
|
2.11%
|
|
Albany
International Corp.
|
902.12M
|
-
|
1.83
|
1.19
|
1.95%
|
|
Bolt
Technology Corp.
|
134.30M
|
48.69
|
2.01
|
2.35
|
1.80%
|
|
Canadian
National Railway
|
43.32B
|
16.97
|
4.02
|
4.48
|
1.66%
|
|
Lender
Processing Services, Inc.
|
2.08B
|
26.03
|
3.83
|
1.04
|
1.63%
|
|
Omnicare
Inc.
|
3.91B
|
24.44
|
1.11
|
0.63
|
1.50%
|
|
Baltic
Trading Limited
|
85.84M
|
-
|
0.32
|
2.58
|
1.06%
|
|
Southwest
Airlines Co.
|
8.61B
|
21.49
|
1.25
|
0.50
|
0.34%
|
Dividend Ideas: Starts Air Products and Chemicals (APD) To Boom?
“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.
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.
Subscribe to:
Posts (Atom)