However, staying disciplined isn’t as easy as many investors expect. Simply because, different styles and approaches can ebb and flow with the markets direction.
This became evident late last year when interest rates shot through the roof. In less than three months, the 10-year US treasury jumped almost 1%, pushing down many of popular dividend paying stocks. For conservative investors who enjoy the income from stocks sectors like utilities, REITs, MLPs, and even boring consumer defensive stocks, 2017 couldn’t come fast enough.
As a result, many income oriented investors and retirees saw their portfolio’s flat-line despite the Dow and other major indices hitting new all-time highs.
That being said, I don’t think investors should flee from these sectors. While a new administration and Republican Congress might signal changes ahead, the election results have not diminished their long-term brand positioning, cash flow, or ability to make good on their dividends payments.
Attached you will find a couple of stocks that might be interesting for income investors with a long investment horizon.
These are the results...
Welltower -- Yield: 5.19%
Welltower (NYSE:HCN) employs 476 people, generates revenue of $3,859.83 million and has a net income of $629.67 million. The current market capitalization stands at $24.03 billion.Welltower’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,933.00 million. The EBITDA margin is 50.08% (the operating margin is 27.72% and the net profit margin 16.31%).
Financials: The total debt represents 44.68% of Welltower assets and the total debt in relation to the equity amounts to 88.88%. Due to the financial situation, a return on equity of 4.18% was realized by Welltower.
Twelve trailing months earnings per share reached a value of $1.72. Last fiscal year, Welltower paid $3.30 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 38.50, the P/S ratio is 6.23 and the P/B ratio is finally 1.73. The dividend yield amounts to 5.19%.
Stock Charts:
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| Long-Term Stock Price Chart of Welltower (HCN) |
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| Long-Term Dividend Payment History of Welltower (HCN) |
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| Long-Term Dividend Yield History of Welltower (HCN) |
Pfizer -- Yield: 3.83%
Pfizer (NYSE:PFE) employs 97,900 people, generates revenue of $48,851.00 million and has a net income of $6,974.00 million. The current market capitalization stands at $202.87 billion.Pfizer’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $18,790.00 million. The EBITDA margin is 38.46% (the operating margin is 21.14% and the net profit margin 14.28%).
Financials: The total debt represents 23.24% of Pfizer assets and the total debt in relation to the equity amounts to 60.10%. Due to the financial situation, a return on equity of 10.22% was realized by Pfizer.
Twelve trailing months earnings per share reached a value of $1.00. Last fiscal year, Pfizer paid $1.12 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 33.38, the P/S ratio is 4.15 and the P/B ratio is finally 3.19. The dividend yield amounts to 3.83%.
Stock Charts:
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| Long-Term Stock Price Chart of Pfizer (PFE) |
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| Long-Term Dividend Payment History of Pfizer (PFE) |
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| Long-Term Dividend Yield History of Pfizer (PFE) |
Procter & Gamble -- Yield: 3.21%
Procter & Gamble (NYSE:PG) employs 105,000 people, generates revenue of $65,299.00 million and has a net income of $10,027.00 million. The current market capitalization stands at $221.76 billion.Procter & Gamble’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $17,439.00 million. The EBITDA margin is 26.71% (the operating margin is 20.58% and the net profit margin 15.36%).
Financials: The total debt represents 24.07% of Procter & Gamble assets and the total debt in relation to the equity amounts to 53.36%. Due to the financial situation, a return on equity of 16.45% was realized by Procter & Gamble.
Twelve trailing months earnings per share reached a value of $3.53. Last fiscal year, Procter & Gamble paid $2.66 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 23.62, the P/S ratio is 3.42 and the P/B ratio is finally 3.96. The dividend yield amounts to 3.21%.
Stock Charts:
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| Long-Term Stock Price Chart of Procter & Gamble (PG) |
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| Long-Term Dividend Payment History of Procter & Gamble (PG) |
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| Long-Term Dividend Yield History of Procter & Gamble (PG) |
General Electric -- Yield: 3.06%
General Electric (NYSE:GE) employs 333,000 people, generates revenue of $117,385.00 million and has a net income of $1,701.00 million. The current market capitalization stands at $276.19 billion.General Electric’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $15,699.00 million. The EBITDA margin is 13.37% (the operating margin is 7.96% and the net profit margin 1.45%).
Financials: The total debt represents 40.08% of General Electric assets and the total debt in relation to the equity amounts to 201.07%. Due to the financial situation, a return on equity of 1.20% was realized by General Electric.
Twelve trailing months earnings per share reached a value of $0.99. Last fiscal year, General Electric paid $0.92 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 31.84, the P/S ratio is 2.36 and the P/B ratio is finally 2.99. The dividend yield amounts to 3.06%.
Stock Charts:
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| Long-Term Stock Price Chart of General Electric (GE) |
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| Long-Term Dividend Payment History of General Electric (GE) |
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| Long-Term Dividend Yield History of General Electric (GE) |
Diageo -- Yield: 2.94%
Diageo (NYSE:DEO) employs 31,485 people, generates revenue of $12,766.50 million and has a net income of $2,875.96 million. The current market capitalization stands at $66.75 billion.Diageo’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $4,200.71 million. The EBITDA margin is 32.90% (the operating margin is 28.27% and the net profit margin 22.53%).
Financials: The total debt represents 36.40% of Diageo assets and the total debt in relation to the equity amounts to 121.58%. Due to the financial situation, a return on equity of 27.53% was realized by Diageo.
Twelve trailing months earnings per share reached a value of $4.33. Last fiscal year, Diageo paid $2.88 in the form of dividends to shareholders.
Market Valuation: Here are the price ratios of the company: The P/E ratio is 24.44, the P/S ratio is 5.19 and the P/B ratio is finally 6.42. The dividend yield amounts to 2.94%.
Stock Charts:
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| Long-Term Stock Price Chart of Diageo (DEO) |
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| Long-Term Dividend Payment History of Diageo (DEO) |
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| Long-Term Dividend Yield History of Diageo (DEO) |