| Company | Ticker | New Yield | New Dividend | Old Dividend | Dividend Growth in % |
| Harris Corp | HRS | 1.66 | 0.685 | 0.57 | 20.18% |
| Farmers National Banc | FMNB | 2.06 | 0.08 | 0.07 | 14.29% |
| Greif A | GEF | 3.16 | 0.44 | 0.42 | 4.76% |
| Greif B | GEFB | 4.41 | 0.66 | 0.63 | 4.76% |
| Kimball Intl Cl B | KBAL | 1.82 | 0.08 | 0.07 | 14.29% |
| Meta Financial Group | CASH | 0.71 | 0.15 | 0.13 | 15.38% |
| Pacific Coast Oil Trust | ROYT | 18.47 | 0.04063 | 0.03887 | 4.53% |
| Reinhart Int Bd NextSh | RPIBC | 0.53 | 0.04403 | 0.03879 | 13.51% |
| Saratoga Investment | SAR | 8.43 | 0.52 | 0.51 | 1.96% |
| Avnet | AVT | 1.64 | 0.2 | 0.19 | 5.26% |
| Kewaunee Scientific | KEQU | 2.42 | 0.19 | 0.17 | 11.76% |
| Capital Southwest | CSWC | 7.05 | 0.34 | 0.29 | 17.24% |
| TFS Financial | TFSL | 6.48 | 0.25 | 0.17 | 47.06% |
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label AVT. Show all posts
Showing posts with label AVT. Show all posts
Full List Of Dividend Growth Stocks From The Past The Week
14 Stocks Where Inventory Grows Faster Than Sales
Income investors often use the Cash flow as key element of their stock valuation. The figure is calculated as net income plus several positions from the income statement.
- Start with net income.
- Add back non-cash expenses. (Such as depreciation and amortization)
- Adjust for gains and losses on sales on assets.
- Add back losses Subtract out gains Account for changes in all non-cash current assets.
- Account for changes in all current assets and liabilities except notes payable and dividends payable.
 |
| Source: http://www.investopedia.com |
The problem is often the inventory. If sales run flat and inventory grows, there could be a massive risk for investors.
Goldman’s research shows that in a number of sectors inventory growth is outpacing sales growth and is also above normalized levels. Elevated inventory levels could help companies manipulate cash flow figures throughout 2016.
Here are a few stocks, discovered by Goldman Sachs where inventory sales could outpace sales growth...
24 Stocks With Higher Dividend Payments (Announced Within The Past Week)
24 stocks announced a growing
dividend in the past week. The biggest names were Illinois Tool Works, Expedia,
Hershey and Broadridge Financial Solutions.
Big is beautiful
but to pay a high price for growth or more safety is also irrational. In terms
of cheapness, measured by forward P/E's are Avnet, State National and Ares
Management the top picks.
Asset managers
become the latest stocks on my cheap dividend plays but the industry also faces
a strong headwind of out flooding money. How it will end in the mid-term is a
question of believe. I do think that AUM will growth in the future but there is
still a high sensibility to financial crisis and depressions.
However, let's
face the facts. These are the latest dividend growers. Attached is also a list
of the 20 biggest stocks with dividend growth in the past week. Which do you like?
These are the
latest dividend growers....
82 Shareholder Friendly Stocks of the Week
Below
are the top dividend growth stocks and share buyback companies of the week. On
the list are some pretty good yielding stocks. Big names like Starbucks,
Emerson Electric or Honeywell.
AIG, Motorola and Royal Caribbean Cruises are the
biggest stocks with a fresh buyback announcement during the past week.
Cheap is a question of growth. A faster growing
company can be higher valuated. Only 17 of the stocks have a forward P/E of
less than 15.
The 7 Top Dividend Growth Stocks Of the past Week are...
Ex-Dividend Stocks: Best Dividend Paying Shares On September 06, 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.
In total, 50 stocks go ex dividend
- of which 16 yield more than 3 percent. The average yield amounts to 3.70%.
Here is a full list of all stocks with ex-dividend
date within the current week.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
|
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
|
Linn
Energy, LLC
|
5.63B
|
-
|
1.33
|
3.08
|
12.77%
|
|
|
Pepco
Holdings, Inc.
|
4.61B
|
-
|
1.09
|
1.03
|
5.83%
|
|
|
Reynolds
American Inc.
|
26.08B
|
17.36
|
5.12
|
3.16
|
5.28%
|
|
|
PPL
Corporation
|
18.12B
|
12.39
|
1.66
|
1.57
|
4.79%
|
|
|
SCANA
Corp.
|
6.57B
|
13.79
|
1.46
|
1.46
|
4.32%
|
|
|
TELUS
Corporation
|
21.39B
|
17.54
|
3.01
|
2.01
|
3.93%
|
|
|
H&R
Block, Inc.
|
7.55B
|
16.69
|
5.97
|
2.60
|
2.89%
|
|
|
Occidental
Petroleum
|
72.26B
|
16.38
|
1.73
|
2.99
|
2.85%
|
|
|
Harris
Corp.
|
6.28B
|
14.06
|
4.02
|
1.23
|
2.54%
|
|
|
The
Travelers Companies, Inc.
|
30.47B
|
10.47
|
1.22
|
1.17
|
2.47%
|
|
|
CME
Group Inc.
|
24.48B
|
26.30
|
1.12
|
8.50
|
2.44%
|
|
|
Best
Buy Co. Inc.
|
12.64B
|
-
|
3.51
|
0.30
|
1.83%
|
|
|
V.F.
Corporation
|
20.99B
|
19.10
|
4.05
|
1.91
|
1.81%
|
|
|
WellPoint
Inc.
|
26.17B
|
9.51
|
1.07
|
0.39
|
1.72%
|
|
|
Avnet
Inc.
|
5.44B
|
12.32
|
1.27
|
0.21
|
1.51%
|
|
|
UMB
Financial Corporation
|
2.38B
|
21.29
|
1.94
|
7.01
|
1.44%
|
|
|
W.R.
Berkley Corporation
|
5.58B
|
11.64
|
1.32
|
0.91
|
0.97%
|
|
|
CBS
Corporation
|
33.25B
|
19.64
|
3.46
|
2.30
|
0.88%
|
|
|
CNO
Financial Group, Inc.
|
3.16B
|
17.89
|
0.69
|
0.72
|
0.84%
|
|
|
Mentor
Graphics Corp.
|
2.54B
|
23.65
|
2.44
|
2.35
|
Robert L. Rodriguez - FPA Capital Q4-2011 Fund Portfolio
Robert L. Rodriguez - FPA Capital Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert L. Rodriguez - FPA Capital - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 25 stocks with a total portfolio worth of USD 863,604,000.
Strategy:
Since 1984, the Fund has been managed by Robert L. Rodriguez, Director, President, and Chief Investment Officer. Two additional portfolio managers, Dennis M. Bryan and Rikard B. Ekstrand, also assist in portfolio management. Analytical support is provided by Pavan Nagpal and Steven Romick.
This price-driven equity style attempts to exploit market inefficiencies among stocks of smaller companies. Intense research is required to build the high level of knowledge and confidence necessary to realistically evaluate unpopular situations. Great attention is paid to the minimization of potential risk. The disciplined selection process is designed to minimize business risk by applying specific fundamental criteria: strong balance sheets, free cashflow, an understandable and successful business strategy under capable management, and unique business characteristics, which may include proprietary technology or a dominant market position. Qualifying companies have a history of generating high return on equity or demonstrate the potential to do so. FPA's value bias focuses on companies with long-term records; over 70% of holdings have at least 10-year histories.
Research concentrates on economic and market sectors either heavily discounted or simply ignored and involves basic computer screens for balance sheet and return data, the study of industry periodicals and research reports from select Wall Street sources, and in-depth interviews with company principals. Valuation considerations are applied to this list of potential investments, seeking to minimize market risk during the process of accumulation. New purchases are concentrated in companies with relatively low Price/Normalized Earnings, low Price/Pretax Cashflow, low Price/Book Value, low Price/Replacement Value and low Market Cap/Total Revenues. A contrarian outlook allows ownership of companies at prices already reflecting a negative perception by the marketplace. FPA believes this to be a relatively low-risk approach to the smaller cap markets given a reasonable time horizon.
Positions are reduced or eliminated when the basis for investment has been revised, the stock is selling at a significant premium P/E to the market, profitability recovery has been attained, a management disappointment without expectation of recovery has occurred, or a superior alternative value has presented itself.
The fund is generally concentrated, with 25-45 equity holdings and a maximum of 25% in an industry. Convertible securities may occasionally be held as an equity alternative. Historically, the fund has remained substantially invested; however, reserves may increase when opportunities for investment and superior values are lacking. A long-term investment horizon of 3 to 5 years and the patience and perseverance required to hold out-of-favor issues produce low portfolio turnover, with the addition of a limited number of new positions during any given year.
Robert L. Rodriguez’s fund positions as of Q4/2011 with actual share movements:
Sym - Stock | Portfolio Weight | Recent activity | Reported Price* |
ESV - ENSCO PLC | 10.33 | 0 | $46.92 |
ARW - Arrow Electronics | 9.67 | 0 | $37.41 |
RDC - Rowan Cos. | 9.25 | 0 | $30.33 |
AVT - Avnet Inc. | 8.84 | 0 | $31.09 |
TRN - Trinity Industries | 7.84 | 0 | $30.06 |
ROSE - Rosetta Resources Inc. | 7.81 | Reduce 9.40% | $43.50 |
WDC - Western Digital | 7.23 | Add 4.85% | $30.95 |
FL - Foot Locker Inc. | 5.01 | Reduce 14.50% | $23.84 |
SIG - Signet Jewelers Ltd. | 4.35 | 0 | $43.96 |
AGP - AMERIGROUP Corp. | 3.4 | Add 12.12% | $59.08 |
OSK - Oshkosh Corp. | 3.14 | Add 1.76% | $21.38 |
ATW - Atwood Oceanics Inc. | 2.9 | Reduce 10.01% | $39.79 |
SM - St. Mary Land & Explor | 2.89 | Reduce 5.00% | $73.10 |
NFX - Newfield Exploration | 2.82 | Add 1.90% | $37.73 |
BHI - Baker Hughes | 2.41 | 0 | $48.64 |
IDCC - InterDigital Inc. | 1.85 | Add 303.11% | $43.57 |
PTEN - Patterson UTI-Energy | 1.7 | Reduce 37.33% | $19.98 |
XEC - Cimarex Energy Co. | 1.65 | 0 | $61.90 |
RS - Reliance Steel & Aluminum | 1.55 | 0 | $48.69 |
HP - Helmerich & Payne | 1.21 | Buy | $58.36 |
FII - Federated Investors Inc. | 1.19 | 0 | $15.15 |
VECO - Veeco Instruments | 1.12 | Add 105.98% | $20.80 |
COG - Cabot Oil & Gas | 0.83 | 0 | $75.90 |
ARRS - Arris Group Inc. | 0.76 | 0 | $10.82 |
DV - DeVRY Inc. | 0.24 | Buy | $38.45 |
Related Stock Ticker:
ESV, ARW, RDC, AVT, TRN, ROSE, WDC, FL, SIG, AGP, OSK, ATW, SM, NFX, BHI, IDCC, PTEN, XEC, RS, HP, FII, VECO, COG, ARRS, DV
Subscribe to:
Posts (Atom)