20 Stocks With At Least One Billion Share Buyback Plan In 2016

When corporations are profitable and established, they tend to return capital to shareholders. 

This can be achieved via stock buybacks to shrink the float and to support the stock, or it can be done via one-time dividends or by raising their annualized quarterly dividends.

In my blog, I often cover successful long-term dividend growth stocks. Those companies managed to raise dividends over a decade or half century.

I also talk a little about buyback stocks. Those gave more money back vie share repurchases which is in the end the same.

Today I would give you a short introduction into the biggest share buyback announced from the current fiscal year 2016.

As of now, we've noticed 94 companies with fresh, new, or increased buyback plans.

Here are the biggest announcements from fiscal 2016 to date...

The Cheapest Stocks On Deutsche Bank’s List Of The 30 S&P 500 Constituents

Attached you can find a great list from Deutsche Bank. It's a very detailed list with P/E's, EPS growth, yield and buyback yield.

All of the qualifying companies have a market capitalization > $10 billion, trade at a 2015 P/E of less than 22 and are expected to report positive earnings growth this year.

Also, Deutsche Bank’s equity research team has calculated a Net Buyback Yield for each of its 30 stock picks (trailing 12-month buyback expenditures less option exercise proceeds and less stock option expense / Market Cap).

The cheapest stocks on Deutsche Bank’s list of the 30 S&P 500 stocks to buy are Bank of America Corp (2015 P/E of 12.6), JPMorgan Chase & Co (11.3), SunTrust Banks Inc (12.3), Ameriprise Financial Inc (12.4), Mylan Inc (11.9), American Airlines Group Inc (4.7), United Continental Holdings Inc (4.9) and Exelon Corp (11.3).

My top picks are...

Stay Away From These 25 Stocks When The Fed Hikes Rates

Companies with variable/floating-rate debt are more immediately impacted (negatively) by a rate hike than companies with fixed rate debt.

It's easy to understand that a corporate with high debt and rising rates should lose earnings in the end. Attached you can find a list of companies that may lose values due to a soon rate hike.

I'm not a fan of highly leveraged companies. I know the hefty disadvantages from a debt burden but sometimes there could be some advantages appear. Just remember the tax benefits you should gain or return boosts due to a higher leverage.

Also interesting was the development from ABInbev. Those shares fall like a stone during the financial crisis in 2008/2009. After the freefall, when they found their bottom, they created massive values for investors with risk appetite.

It’s not always bad to invest into companies with a high leverage. You must consider each investment isolated.

Sometimes, when the underlying business is stable, you should find a real investment opportunity.

Attached is a small list of stocks that may offer a higher risk when the rates start to rise.

Here is the list...

These 25 Stocks Are Sold Out To Bargains

Are you worried about the latest sell-off or flash crash, bloody Monday of August 25? I'm not! Many told that the current situation could be a buying opportunity because China is not a problem for the US. The home economy is doing well with expected growth of 2 percent.

Inflation pressure should also come down due to lower commodity prices. The only negative point is the strong dollar.

However, I've attached a small list of 25 attractive domestic stocks with upside potential. Those stocks suffered under a massiv sell-off.

These are some of my favorite dividend stocks...

Best Services Stock Picks For 2013 | A Selection Of Growth Stocks

Dividend income investors seeking for a high income stream from dividends. In addition, capital gains from stocks trades are a welcome bonus for a long-term investor like me. Over a long period, such capital gains are much higher than the amount of dividends. I personally have a ratio of 1:2. This means for every dollar in dividends I could generate additional two dollars of stock gains. Most of my capital gains are unrealized because I hold them for a very long time.

However, I started a new screen from the services sector. I wanted to know what stocks picks could be the best for next year. Last year’s picks gained 31.16 percent while the sector was up 23.16 percent compared to the previous year.

These are my criteria:

- Forward P/E under 15

- Past 5Y Sales growth over 10 percent

- Earnings per share growth for the next five years over 10 percent

- Operating Margin over 10 percent

- Market capitalization above USD 2 billion

Fourteen stocks fulfilled these criteria of which eight pay dividends and twelve are currently recommended to buy. The results are dominated by business services stocks and discount, variety store concepts. 

Ronald H. Muhlenkamp - Muhlenkamp Q3-2011 Fund Portfolio

Ronald H. Muhlenkamp - Muhlenkamp Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Ronald H. Muhlenkamp’s - Muhlenkamp - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 37 stocks with a total portfolio worth of USD 362,029,000.

Ronald H. Muhlenkamp’s fund positions as of Q3/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
PM - Philip Morris Intl.	6.73	Reduce 20.38%	$62.38
INTC - Intel Corp.	5.69	0	$21.33
ABT - Abbott Labs	5.65	0	$51.14
MSFT - Microsoft Corp.	5.43	0	$24.89
ADS - Alliance Data Systems	5.38	Add 40.00%	$92.70
BRK.B - Berkshire Hathaway CL B	5.33	0	$71.04
UNH - United Health Group Inc.	5.1	Reduce 40.74%	$46.12
PNC - PNC Financial Services	4.53	0	$48.19
ORCL - Oracle Corp.	4.37	Reduce 26.67%	$28.74
EXC - Exelon Corp.	4.3	Buy	$42.61
COV - Covidien Plc.	4.2	0	$44.10
CSCO - Cisco Systems	3.89	0	$15.49
LH - Laboratory Corp. of America Holding	3.71	Reduce 37.04%	$79.05
CHK - Chesapeake Energy	3.53	0	$25.55
STT - State Street Corp.	3.47	0	$32.16
SAH - Sonic Automotive Inc.	3.06	Reduce 15.64%	$10.79
PFE - Pfizer Inc.	2.69	Reduce 26.67%	$17.68
C - Citigroup Inc.	2.48	Buy	$25.62
CNX - CONSOL Energy Inc.	2.48	0	$33.93
WPRT - Westport Innovations Inc.	2.4	0	$28.93
DAL - Delta Air Lines Inc.	2.07	0	$7.50
HLX - Helix Energy Solutions	1.81	Reduce 16.67%	$13.10
ALGT - Allegiant Travel Company	1.8	Reduce 30.23%	$47.13
T - AT&T Inc.	1.65	0	$28.52
HSP - Hospira Inc.	1.48	Reduce 40.82%	$37.00
GLW - Corning Inc.	1.24	Reduce 52.48%	$12.36
FSYS - Fuel Systems Solutions Inc.	1.22	0	$19.21
RUSHA - Rush Enterprises Inc.	1.21	Add 3.33%	$14.16
LSCC - Lattice Semconductor	0.97	0	$5.25
ISSC - Innovative Solutions & Support Inc.	0.72	0	$4.83
PWER - Power-One Inc.	0.5	0	$4.50
DRWI - DragonWave Inc.	0.34	Reduce 11.32%	$3.30
STLY - Stanley Furniture Co.	0.22	0	$2.95
PHM - PulteGroup Inc.	0.22	Reduce 33.33%	$3.95
RUSHB - Rush Enterprises Inc. - CL B	0.1	0	$11.69
NVGN - Novogen Ltd.	0.04	0	$0.60
MSHL - Marshall Edwards Inc.	0	0	$1.46

Related Stock Ticker:

PM, INTC, ABT, MSFT, ADS, BRK.B, UNH, PNC, ORCL, EXC, COV, CSCO, LH, CHK, STT, SAH, PFE, C, CNX, WPRT, DAL, HLX, ALGT, T, HSP, GLW, FSYS, RUSHA, LSCC, ISSC, PWER, DRWI, STLY, PHM, RUSHB, NVGN, MSHL