Top 10 Companies By Buyback Yield

The Best Opportunities From The Retail Sector

Physical retailers took it on the chin last year. The retail industry is being disrupted at a rapid pace, due to a shift in consumer buying preferences.

Shopping malls are losing a great deal of customer traffic to online retailers like Amazon and others. Internet retailers often have the same products for lower prices, all while offering consumers the convenience of shopping at home.

This has taken a steep toll on share prices of brick-and-mortar retailers, particularly those that rely on shopping malls.

Although it might seem like Amazon is unstoppable, there are still physical retailers that remain highly profitable. Many of them are aggressively investing in e-commerce to fight back against Amazon and internet retail more broadly.

This could set the stage for a retail rebound in 2017…or not?

With that in mind, the following 7 retail stocks are cheap, generate solid profits, and offer high dividend yields to boot.

10 Best Stocks With Buyback Yields Up To 24.9%

Investors love companies that pay dividends. But dividends aren’t the only way firms send money to shareholders. They can also buy back their own stock.

Companies that aggressively repurchase their shares tend to outperform the market. 

A portfolio made up of the 10% of stocks with the highest buyback yields, rebalanced each year, was the best performer over the long term.

It gained an average of 13.7% annually from 1927 through to the end of 2009. In comparison, the market gained 10.5% per year over the same period and stocks with the lowest 10% of buyback yields climbed only 5.9% per year.

Buybacks, also called share repurchases, are a controversial financial tool. Some companies truly have more cash then they need so they return it to shareholders by buying existing shares in the open market.

This buying support and reduction in outstanding shares helps increase the value of remaining shares, in a fairly tax efficient manner. 

However, companies may also use buybacks as a means to boost earnings per share in order to please short-term investors, analyst estimates, and executives looking to increase their bonuses. Nonetheless, the buyback trend is still going strong.

Attached I've compiled 10 of the S&P 500 stocks with the biggest Buyback Yield.

Here are the best companies by buyback yield...

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...

9 Stocks For Value Investors With Dividend Focus

Value investing, perhaps more than any other type of investing, is more concerned with the fundamentals of a company's business rather than its stock price or market factors affecting its price. 

In the Cabot Benjamin Graham Value Investor, I utilize a value investing strategy developed by Benjamin Graham in the 1920s. 

The details of this value strategy are spelled out clearly in his book, "The Intelligent Investor," published 60 years ago. 

The objective of Graham's strategy is to identify unappreciated stocks and show you how to find undervalued stocks that meet certain criteria for quality and quantity ... stocks that are poised for stellar price appreciation.

Out of the multitude of companies, which ones would legendary value investor Benjamin Graham buy today? I've compiled nine great companies that fit Benjamin Graham's methods and criteria.

The companies in this list pass the rigorous requirements of either the Defensive Investor or the Enterprising Investor and are undervalued by the market.

These are the results:

10 Stocks With Higher Dividends In The Past Week

Let's take a look at last week's dividend growth stocks. In total, only 10 stocks raised dividend payments. The biggest and well-known names are Accenture, Lockheed Martin. Both stocks also announced a buyback programe.

Which of the stocks do you like? Are they fairly priced in your view?

Attached is a small sheet of all stocks with Ex-Dates, Payment Date, increasing rate and total payment amount. You will also find a sheet with the latest Buyback announcements of the past week.

Bed Bath & Beyond, Paccar, Metlife, AmerisourceBergen were the biggest stocks on the list.

These are the results...

5 Cheap Stocks Guru Investors Are Buying

The P/E ratio is a strong indicator of whether a stock is a good value, and the lower the better. For this reason, many of the stocks with the lowest P/E ratios are broadly held by the investors.

However, a low P/E ratio requires further investigation, as the company could be in terminal decline, belong to an industry with endemic problems, or have other unfavorable valuations that make it unattractive as an investment.

 Below are 5 of the cheapest stocks that were bought by investment guru's within the recent quarter. Four of the results pay a dividend. It's only a first step for further research but in my view, there are some interesting stocks on the list.

These are the results:

7 Good Running Companies That May Pay A Dividend For The First Time

Dividends are great but not all companies pay a dividend. Why? Well, there are many reasons, some might put all free cash-flow into the business in order to boost growth or they are buying back own shares and increases your stake in the company.

Those activities make only sense whey they have a stable running and continuous growing business like McDonalds or Coca Cola.

The second reason why a corporate pays no dividend is because they do not earn money and make losses. That's a really bad issue and I can tell you that it doesn't make sense to put money into a loss-generating machine.

Back to the topic of this article, today I like to introduce 7 stocks with a forward-orientated business that did not pay dividends buy may do it in the near future. It's always great to see what kind of stocks may appear on your dividend radar before others might see it.

Don't look to critical at the P/E valuation. The Enterprise Value gives a more fair view of the stocks. Most of them sit on tons of cash. I've written also a good article about stocks with the biggest cash accounts abroad. GE was on the first place there.

If you like more ideas about Dividend Champions with zero debt, you should check out this article: Dividend Champions With Zero Debt And Promising Payout Growth.

These are the results....

15 Cheap Dividend Achievers With Solid Fundamentals (ADM, QCOM, GPS, NSC ...)

While the markets hit new all time highs on a regular basis, each investor fears the power of a strong market correction; me too!

I'm watching the markets and buy only stocks on a very selective and very restrictive basis. I like to buy stock when everybody is anxious.

Today I've compiled 15 Dividend Achievers, stocks with more than 10 years of consecutive dividend growth, with attractive fundamentals and solid growth forecasts.

I believe in return of high yielding and cheap stocks. If the company grows earnings and sales and you pay a good price, you must get a higher price for your investment one day.

Each of the 15 stocks has a market capitalization over USD 2 billion and a low forward price-to-earnings ratio.

In addition, earnings are expected to grow at a double-digit pace within the next five years and more equity is available than debt.

These are my top results...

The Best Performing NASDAQ 100 Stocks Since Tech Bubble Burst In 2001

Nasdaq 100 Stock Performance Since February 2001 By Bespoke. The Nasdaq 100 traded this morning to levels it has not seen since February 6th, 2001. While the index itself is flat since then, just 36 stocks in the index today were also in the index back then. Below we highlight the performance since 2/6/01 of these 36 stocks: