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Big Dividend Growth And Share Buybacks: These Are My 5 Top Picks Of The Week

The week comes to an end and I like to show you the latest dividend grower and share buyback companies in this article.

It was also a hard week for short-term orientated investors because volatility rises due to topics like Ebola and a weaker European economy.

The Dow lost 2.73 percent within the past week while the S&P 500 was down 3.12 percent and NASDAQ down 4.44 percent.

You know that I have not sold any of my stockholdings. I'm not a fearful investor who sells his wonderful businesses and cash-in some money, pay taxes and waiting for new opportunities.

You also may like: Yields Of The Dividend Aristocrats - 12 Cheapest Stock Of The Index

I like to make money with stocks by holding them over a decade or more. Only over a long period of time, companies can create value.

I keep my eyes on new targets which were very rare in the past because American stocks are some of the most expensive companies in the whole world but they offer also the biggest insurance for investors. 

The Dollar is a safe heaven and he still dominates the world. I keep my money into USD.


One-Week Performance Major Indices (Click to enlarge)

Within the past week, only one big company - Kimberly-Clark, announced a 2 billion buyback program. The next biggest program came from Liberty Interactive.

On the dividend growth side, twelve companies raised dividend payments. The biggest companies here were Kraft Foods and Plains All American Pipeline.

Many oil- and gas pipeline companies are part of the dividend growers list. Those companies have experienced a big boom by creating energy infratructure but they have also high debt figures, compareable with REITs or Telecoms.

Below are my five favorites from the week. I hope you like my selection. I personally own only KFT and KMB, both are consumer giants.

Compared to the dividend growth results of the past week, the numer of stocks is still weak.

My 5 Favorite Dividend Growth And Share Buybacker of the Week are...

#1 Kraft Foods Group (NASDAQ:KRFT) has a market capitalization of $32.98 billion. The company employs 22,500 people, generates revenue of $18.218 billion and has a net income of $2.715 billion. 

Kraft Foods Group’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $5,266.00 million. The EBITDA margin is 28.91 percent (the operating margin is 25.20 percent and the net profit margin 14.90 percent).

Financials: The total debt represents 43.11 percent of Kraft Foods Group’s assets and the total debt in relation to the equity amounts to 192.40 percent. Due to the financial situation, a return on equity of 61.72 percent was realized by Kraft Foods Group. 

Twelve trailing months earnings per share reached a value of $4.03. Last fiscal year, Kraft Foods Group paid $2.05 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 13.85, the P/S ratio is 1.83 and the P/B ratio is finally 6.46. The dividend yield amounts to 3.91 percent and the beta ratio is not calulable.


Long-Term Stock Price Chart Of Kraft Foods Group (KRFT)
Long-Term Dividend Payment History of Kraft Foods Group (KRFT)
Long-Term Dividend Yield History of Kraft Foods Group (KRFT)

#2 Kimberly-Clark (NYSE:KMB) has a market capitalization of $40.54 billion. The company employs 57,000 people, generates revenue of $21.152 billion and has a net income of $2.016 billion. 

Kimberly-Clark’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $4.071 billion. The EBITDA margin is 19.25 percent (the operating margin is 15.17 percent and the net profit margin 9.53 percent).

Financials: The total debt represents 33.51 percent of Kimberly-Clark’s assets and the total debt in relation to the equity amounts to 130.54 percent. Due to the financial situation, a return on equity of 43.53 percent was realized by Kimberly-Clark. 

Twelve trailing months earnings per share reached a value of $5.57. Last fiscal year, Kimberly-Clark paid $3.24 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 19.47, the P/S ratio is 1.92 and the P/B ratio is finally 8.50. The dividend yield amounts to 3.10 percent and the beta ratio has a value of 0.22.


Long-Term Stock Price Chart Of Kimberly-Clark (KMB)
Long-Term Dividend Payment History of Kimberly-Clark (KMB)
Long-Term Dividend Yield History of Kimberly-Clark (KMB)

#3 RPM International (NYSE:RPM) has a market capitalization of $5.51 billion. The company employs 10,848 people, generates revenue of $4.376 billion and has a net income of $305.98 million. 

RPM International’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $576.90 million. The EBITDA margin is 13.18 percent (the operating margin is 11.19 percent and the net profit margin 6.99 percent).

Financials: The total debt represents 30.87 percent of RPM International’s assets and the total debt in relation to the equity amounts to 97.74 percent. Due to the financial situation, a return on equity of 22.08 percent was realized by RPM International. 

Twelve trailing months earnings per share reached a value of $2.13. Last fiscal year, RPM International paid $0.93 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 19.42, the P/S ratio is 1.29 and the P/B ratio is finally 4.09. The dividend yield amounts to 2.26 percent and the beta ratio has a value of 1.39.


Long-Term Stock Price Chart Of RPM International (RPM)
Long-Term Dividend Payment History of RPM International (RPM)
Long-Term Dividend Yield History of RPM International (RPM)

#4 Thor Industries (NYSE:THO) has a market capitalization of $2.69 billion. The company employs 9,400 people, generates revenue of $3.525 billion and has a net income of $175.52 million. 

Thor Industries’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $277.80 million. The EBITDA margin is 7.88 percent (the operating margin is 7.17 percent and the net profit margin 4.98 percent).

Financials: The total debt represents 0.00 percent of Thor Industries’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 18.77 percent was realized by Thor Industries. 

Twelve trailing months earnings per share reached a value of $3.29. Last fiscal year, Thor Industries paid $0.92 in the form of dividends to shareholders.

Valuation: Here are the price ratios of the company: The P/E ratio is 15.38, the P/S ratio is 0.77 and the P/B ratio is finally 2.78. The dividend yield amounts to 2.12 percent and the beta ratio has a value of 1.73.


Long-Term Stock Price Chart Of Thor Industries (THO)
Long-Term Dividend Payment History of Thor Industries (THO)
Long-Term Dividend Yield History of Thor Industries (THO)

#5 Pall Corporation (NYSE:PLL) has a market capitalization of $8.76 billion. The company employs 10,400 people, generates revenue of $2.789 billion and has a net income of $363.96 million. 

Pall Corporation’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $625.49 million. The EBITDA margin is 22.43 percent (the operating margin is 16.81 percent and the net profit margin 13.05 percent).

Financials: The total debt represents 23.07 percent of Pall Corporation’s assets and the total debt in relation to the equity amounts to 46.89 percent. Due to the financial situation, a return on equity of 19.62 percent was realized by Pall Corporation. 

Twelve trailing months earnings per share reached a value of $3.26. Last fiscal year, Pall Corporation paid $1.08 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 25.19, the P/S ratio is 3.16 and the P/B ratio is finally 4.78. The dividend yield amounts to 1.33 percent and the beta ratio has a value of 1.42.


Long-Term Stock Price Chart Of Pall Corporation (PLL)
Long-Term Dividend Payment History of Pall Corporation (PLL)
Long-Term Dividend Yield History of Pall Corporation (PLL)

5-Year Performance (Click to enlarge)

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Dividend Growth Stocks of the Week


Company
Yield in %

 Dividend Growth
Pall Corp
1.49

10.91%
RPM Intl
2.52

8.33%
PolyOne
1.2

25.00%
4.65% Fltg. Rate STRATS
0.92

0.07%
Genesis Energy
4.58

2.65%
Kraft Foods Group Inc.
3.89

4.76%
Northwest Natural Gas
4.23

1.09%
Plains All Amer Pipeline
4.63

2.33%
Plains GP Holdings Cl A
2.64

4.01%
Tallgrass Engy Ptrs LP
3.85

7.89%
Capitala Finance Corp.
10.29

0.02%
MV Oil Trust
13.39

13.29%
Thor Indus
2.04

17.39%


Dividend Growth Stocks Of The Week (click to enlarge)
Researched By long-term-investments.blogspot.com
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Share Buyback Companies of the Week


Company
Stock Buyback Volume or No. Of Shares
Liberty Interactive Corporation
$650 Mln
Bassett Furniture Industries Inc
$14 Mln
Oxford Lane Capital
$35 Mln
jmp group inc.
722.11 K
Resource Capital Corp.
$50 Mln
Interface Inc.
500 K
Kimberly-Clark Corp
$2 Bln
LPL Financial Holdings Inc.
$150 Mln

Share Buyback Stocks Of The Week (click to enlarge)
Researched By long-term-investments.blogspot.com
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*I am long KFT, KMB. I receive no compensation to write about these specific stocks, sector or theme. I don't plan to increase or decrease positions or obligations within the next 72 hours.

For the other stocks: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I receive no compensation to write about any specific stock, sector or theme.