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Showing posts with label BHP. Show all posts
Showing posts with label BHP. Show all posts

19 Dividend Achievers Below Book Value

In a rising stock market, all eyes are on the income statement. But in a flat or falling market, the balance sheet moves into the spotlight. Investors want to know the real core accounted values of the company. 

If you look at the book value per share, you can easily identify stocks that are traded below their accounted assets.

If a company’s P/B ratio is less than one, the shares are selling for less than the value of the company’s assets.

What Is Book Value?

Book value is a measure of all of a company's assets: stocks, bonds, inventory, manufacturing equipment, real estate, etc. In theory, book value should include everything down to the pencils and staples used by employees, but for simplicity's sake companies generally only include large assets that are easily quantified.

Today I’ve screened my Dividend Achievers list by stocks with a current P/B ratio below one. 19 stocks matched exactly my criteria. The attached list shows all of them, sorted by the lowest ratio to the highest.

Here are the highest yielding results in detail…


Here Is How Commodities Performed Over The Past 10 Years

Don't worry about the big decrease of the commodity prices. The main reason in my view is that the world economy is slowing down while commodity producer have spend billions of money to wide their production. They searched and explored new mines and increased their output.

As a result we see a massive price decline. But if you believe in long-term growth, you should know the cyclic of the commodity sector.

Here you can see the price fluctuations of the past decade...

10 Year Commodity Return (click to enlarge)

Which Stocks To Buy In Market Corrections - 40 Best Dividend Growth Ideas Now!

When the market falls, it tends to drag everything down -- good or bad companies. I think that companies that have increased their dividends by 10% or higher in the last 10-years should be considered good companies. 

One way to combat the market downturn is to buy high growth dividend-growth companies that are fairly valued or undervalued. 

These companies are expected to grow earnings per share at a rate higher than 5% in the foreseeable future and have a history of increasing dividends with payout ratios of less than 60%. 

In addition, I like to invest into low leveraged companies. If rates rise or money is needed for investments, the company doesn’t need to raise capital. It's also a hedge for rising dividends.

I also look for stocks with a midcap market valuation or higher. I love the diversification and developed status of those companies.

63 stocks fulfilled my criteria. I like to show you only the 20 best yielding. Half of them have a beta higher than the market. They seem to be more risky.

For safe heaven investors, I also attached a list of the 20 best yielding stocks with a beta below one. Hope you have some fun by discovering the lists. If you like my work, please subscribe to my free newsletter by leaving your email in the right box above. Thank you for reading. 

These are the results...

19 Cheap Stocks With A Free Cashflow Yield Over 6.67%

Everyone needs cheap stocks for a solid return. But what cheap really means depends on your growth expectations.

I tell you that earnings are not equal to free cash flow. Some companies need much money to grow or they put large amounts of cash into the business to keep them alive due to high amortizations.

If you look for cheap stocks, you also need to cheap price to free cash flow ratios.

Today I would like to introduce a few dozen or and a few more stocks with a cheap price to free cash flow ratio (less than 15). A ratio under 15 indicates that the potential payout yield is over 6.67%.

In addition, I've only listed those stocks with a positive earnings growth outlook for the next five years. That's in my view a method to filter only well-running business.

Despite the tight criteria, the screen also produced some struggling companies like BHP or Rio Tinto. I like them for sure but I do believe that they are not worth investing while the commodity price still low or at multi-year lows.

Here are the results from my screen...

20 Oversold Dividend Growth Stocks With Cheap P/E's And Yields Over 3%

The markets become more and more volatile. It's a real rollercoaster. One day, the Dow is up 300 points, the second day down 400. No one knows where is the trend. Short-Term it's decreasing.

A technical momentum indicator that compares the magnitude of recent gains to recent losses in an attempt to determine overbought and oversold conditions of an asset is the Relative Strength Index - RSI.


The RSI ranges from 0 to 100. An asset is deemed to be overbought once the RSI approaches the 70 level, meaning that it may be getting overvalued and is a good candidate for a pullback. Likewise, if the RSI approaches 30, it is an indication that the asset may be getting oversold and therefore likely to become undervalued.


Today I would use this approach by showing you some undervalued stocks with a RSI of less than 30. It's a small indication that the stock could be overbought.


I've only used my Dividend Achievers List, stocks with 10 years or more of consecutive dividend growth. In addition, each of the stocks have a low forward P/E of less than 15.


These are the 20 highest yielding stocks with  a RSI under 30....

These 15 Low Leveraged Dividend Stocks Paying Yields Over 10%

If you want to get a high dividend, not a large of 5 percent or more, I'm talking about yields far over 10% yearly, you need to take big risks. 

Normally, a 10% or more yields is normally a tell-tale sign that a dividend payout is unsustainable. A stock that has a dividend yield in the double digits can be incredibly tempting to an investor. The problem with dividend stocks is that so many of those high yields are eventually cut because the businesses can't continue to support the payout. 

That isn't always the case, though. Some companies have monstrously high yields that aren't at much risk of being cut. Attached I've tried to compile a few stocks with a double-digit yields that have fundamental strength to keep paying its investors. 

On the market are 276 companies with a current dividend yield over 10%. Mostly high leveraged companies from the energy and real estate sector are under them.

I've put my eyes on those stocks with a market cap over 2 billion and a debt to equity under 1. Exactly 15 companies have such a good ratio.

Here are the results…

The Safest UK Dividend Stocks With Yields Over 4%

If you like to diversify your portfolio, you should look at stocks abroad. The United Kingdom is a great domicile for income orientated investors.

I've often written about foreign high yielding dividend stocks. But you must keep an eye of the additional currency risk of your investment.

Attached you can find a visual list of more or less safe high yielding stocks from the FTSE 100. It's in my view a great overview.

Here are the safest dividend stocks from the UK...

10 High-Beta High-Yield Dividend Achievers To Beat The Street

There are a number of great companies in the market today but you need to know where the risks are exactly.

There are several ways to identify a risk. First, you can evalueate the business model and try to understand how they make money.

Second, you can look at the debt, equity, income and growth ratios. Both figures tell you something about the financial health of the corporate. If you like to know how volatile the stock is on the market, you should use the beta ratio.

A company's beta indicates the correlation at which its price moves in relation to the market. A beta greater than 1 indicates a company is more volatile than the market.

I've selected 10 Dividend Achievers for value investors with the highest beta.

These are the top Dividend Achievers...

Why Not Investing In A High-Yield Dividend Achievers Portfolio?

Do you want to put your money to work? Then it needs to do more than just sit in a bank account or get traded in and out of stocks. 

Your money needs to get you paid, and the way to do that is through high-dividend stocks. Now, doing that isn't as easy as going out and buying the first high payer you can get your hands on. There are some characteristics to look for that will ensure you'll continue to get paid for years to come. 

Let's look at why an individual investor should be buying high-dividend stocks, and what you need to seek out and what to avoid when picking these stocks for your portfolio.

In order to avoid big investing mistakes, investors should focus on stocks with a higher market capitalization, a broader diversified business model which is also less volatile and finally a constantly growing business. The latest point makes it easier for the company to hike dividends in the future. For income investors like me and you, it is a very essential point.

However, today I like to introduce those dividend growth stocks that offer most of the above mentioned criteria. I like to show you only Dividend Achievers, stocks that have grown dividends over 10+ years without a break.

Attached is a list of the best yielding Dividend Achievers. Which do you like?

These are my 9 favorite results...

9 International Dividend Dogs With Upside Potential

While the domestic stock market is getting hotter and hotter, internationals look cheaper.

I've written in the past about stock opportunities from abroad and like to go forward with this theme today.

Below are 9 international dividend dogs with attractive fundamentals for income investors. Which do you like?

You also may like: 4 Great Dividend Value Picks From The Old Country

9 international dividend dogs are....

10 Sustainable Dividend Growth Stocks With High Yields And Low Payouts

If you're looking for income in retirement, a classic source of that are dividend payments.

Dividend income may not guaranteed but they can easily deliver a sustainable income source. And while not guaranteed, many dividend payouts are exceedingly reliable.

Even better, dividends from healthy, growing companies tend to be increased over time, while the stock price should grow in tandem.

For safe and steady dividend income, seek out companies that: Pay reasonably generous dividends, such as 2.5% or more.

By the way, you may also like my article about the 20 safest Dividend Champions. Always good to know what stocks have the lowest beta ratio.

--- Have a track record of hiking their payouts regularly.

--- Have low payout ratios -- no more than 30%.

--- Are stable, growing, and easy for you to understand.

Below are 10 stock ideas from the dividend growth investing space that fulfills some of these criteria. Which from the results do you like? Please share your thoughts by leaving a comment. Thank you.


10 Sustainable Dividend Growth Stocks With High Yields And Low Payouts



If you would like to receive more dividend stock ideas, you should subscribe to my free e-mail list. Alternatively, you can follow me on Facebook or Twitter.

These are my 5 highlights...

9 Most Undervalued Dividend Stocks On The Market

Most investors look for undervalued stocks. They like to buy below the intrinsic value, wait and sell when the market carries the stock far above core price.

Dividend stocks often fall off the radars of investors looking for total returns but dividend paying stocks greatly outperformed non-dividend paying stocks from the period from 1972 through 2013. 

Sure, Dividend Stocks are not a one-way ticket for success. There are also many companies that have underperformed the market in recent years, remember Avon Products.

Dividend paying stocks have been a better investment than non-dividend paying stocks over the past 40 years. Investing in those stocks is not the only strategy that has a long history of outperformance.

Below are 10 stock ideas for investors who look for undervalued stocks with growth perspectives and dividends.

The most underestimated stock are...

8 Cheap Dividend Growth Stars You Must Know....

Dividend stocks are a passion for me but most of the long-term dividend payer and grower underperformed the market within the recent years.


However, I maintain my strategy because I know what I own and how much return they will deliver over the long-run. I don't care about my friends and other investor colleagues and what they might say about my boring strategy. 

Toady I've screened the market by cheap opportunities, stocks that look fundamentally cheap. It does not mean that they perform well in the near future but they offer a good yield with solid fundamentals which is a good seed of future crops.

My criteria are:

- Dividend growth of more than 5 consecutive years
- Debt-to-equity ratio under 0.5
- Dividend Yield above 3 percent
- Market Cap over $2 billion
- Forward P/E below 15

8 companies survived my screening. Below are the detailed stocks in review.

8 Cheap Dividend Stars you must know...

Best Dividend Paying Stock List As Of October 2013

Best Dividend Paying Stock Lists By Dividend Yield – Stock, Capital, Investment. At the beginning of each month, I screen the market with my best dividend paying stock screening criteria which are listed below.

I believe that it makes sense to observe the market by good valuated long-term growth stocks. For sure many of the results are lucky strikes, companies that have had an extraordinary good financial strength and growth due to a fantastic business environment. But the developments are not sustainable.

But sometimes there are new ideas on my list like Herbalife or recently the weapon maker Sturm & Ruger. Those were corporate stocks in special situations.

The best dividend paying stock list is a small compilation with seven tough investing criteria, summarized below. The list includes each month around 20 to 30 results. It’s a quick dividend list (from low-yield to high-yield paying stocks) of stocks with interesting performance and valuation figures. Stocks from that list are mid- and large caps (market capitalization of more than USD 1 billion) with double-digit long-term earnings growth rates. The companies are traded at AMEX, NYSE, NASDAQ and part of the Dow Jones, S&P 500 or Nasdaq Composite. The list is selected by the following criteria and sorted by dividend yield.

My Criteria to find the best dividend stock

Market Capitalization: > 1 Billion
Price/Earnings Ratio: > 0 < 100
Dividend Yield: > 3 < 20
Return on Investment: > 10 < 100
Operating Margin: > 10 < 100
10 Year Revenue Growth: > 8 < 200
10 Year EPS Growth: > 10 < 100

28 companies are part of the best dividend paying stock list for October 2013. The top pick is still Southern Copper, a commodity based stock with a double-digit dividend yield. 8 additional stocks have a dividend yield over 5 percent and fourteen got a buy or better rating by brokerage firms.

Ex-Dividend Stocks: Best Dividend Paying Shares On September 04, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

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, 75 stocks go ex dividend - of which 24 yield more than 3 percent. The average yield amounts to 3.08%. Here is a full list of all stocks with ex-dividend date within the upcoming week.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
American Realty Capital Propert.
2.18B
-
1.52
22.78
6.79%
CenturyLink, Inc.
20.01B
19.14
1.09
1.10
6.52%
China Petroleum & Chemical
81.24B
8.09
0.97
0.18
6.18%
Old Republic International Corp.
3.65B
19.72
1.02
0.69
5.07%
Public Service Enterprise Group
16.40B
13.45
1.48
1.66
4.44%
BHP Billiton plc
154.58B
14.27
2.19
2.34
4.06%
Dominion Resources, Inc.
D
33.73B
104.20
3.07
2.58
3.86%
China Mobile Limited
216.97B
10.32
1.75
2.22
3.82%
BHP Billiton Ltd.
168.42B
15.55
2.38
2.55
3.73%
Waste Management, Inc.
18.92B
22.22
2.91
1.38
3.61%
PetroChina Co. Ltd.
199.13B
10.25
1.11
0.54
3.47%
Kimberly-Clark Corporation
35.96B
19.89
8.22
1.70
3.47%
Gannett Co., Inc.
5.51B
12.42
2.24
1.03
3.32%
American National Insurance
2.81B
11.59
0.72
0.93
2.93%
Pepsico, Inc.
123.42B
18.80
5.45
1.87
2.85%
Baxter International Inc.
37.77B
17.30
5.19
2.63
2.82%
Genuine Parts Company
11.94B
17.31
3.88
0.89
2.79%
HollyFrontier Corporation
8.96B
5.73
1.43
0.44
2.70%
SLM Corporation
10.56B
8.00
2.17
1.59
2.50%
CH Robinson Worldwide Inc.
9.09B
15.58
6.06
0.75
2.46%

Best Dividend Paying Stock List As Of September 2013

Best Dividend Paying Stock Lists By Dividend Yield – Stock, Capital, Investment. I’m looking for cheap stocks with a solid dividend. That’s my basic premise in stock hunting. In order to get new ideas, I make every month a screen about the best dividend paying stocks on the market.

The best dividend paying stock list is a small compilation with seven tough investing criteria, summarized below. The list includes each month around 20 to 30 results. It’s a quick dividend list (from low-yield to high-yield paying stocks) of stocks with interesting performance and valuation figures. Stocks from that list are mid- and large caps (market capitalization of more than USD 1 billion) with double-digit long-term earnings growth rates. The companies are traded at AMEX, NYSE, NASDAQ and part of the Dow Jones, S&P 500 or Nasdaq Composite. The list is selected by the following criteria and sorted by dividend yield.

Market Capitalization: > 1 Billion
Price/Earnings Ratio: > 0 < 100
Dividend Yield: > 3 < 20
Return on Investment: > 10 < 100
Operating Margin: > 10 < 100
10 Year Revenue Growth: > 8 < 200
10 Year EPS Growth: > 10 < 100

29 companies are part of the best dividend paying stock list for September 2013. The top pick is now Southern, a commodity based stock with a double-digit dividend yield. 15 stocks have a dividend yield over 4 percent, a good value in a low interest environment.