6 Potential Stocks To Benefit From A Trump Policy

For deep value investors, the U.S. stock market offers slim pickings. A quick glance at the Russell 1000 Value Index will tell you that large capitalization, U.S., companies are not cheap at a price-to-earnings ratio of 19 times.

The S&P 500 is up almost 2.8% since the beginning of February and up over 8% since Donald Trump was elected President. Consequently, it is important to focus on stocks with two characteristics: an attractive relative valuation and sensitivity to policy changes. 

The Trump administration has promised to cut corporate regulations and tax rates, and engage in massive fiscal stimulus. Assuming those policy changes can be implemented they are naturally bullish for the stock market. The key is to find companies that are likely to be benefit asymmetrically for those policy changes and which do not already carry unreasonable valuations.

Attached you will find a couple of stocks that might be interesting in this enviroment. I run a screen with a main focus on valuation and growth.

These were my results...maybe you agree. There are some names on the list that are not popular but might be interesting in terms of free cash flow.

Here are the results...

20 Cheap High Growth Dividend Stocks

As an income investor, are you skeptical about finding high-quality dividend stocks at a decent price now that the S&P 500 is heading to record highs? Fret not, for you've come to the right place.

Today I like to introduce a few stock ideas that might be interesting for long-term investors with dividend focus and solid growth expectations.

These are my criteria:

Forward P/E under 15

Debt-to-Equity under 1

Payout Ratio Below 100%

Earnings growth expected over 10% yearly for the next five years.

Here are the cheapest results by forward P/E compiled in a list...

20 Undervalued Dividend Stocks With PE's Below 10

The S&P 500 is currently trading near an all-time high, which is making it quite difficult to find companies that are trading on the cheap.

However, if you're willing to turn over a lot of rocks, you'll find that there are still a handful of stocks out there that are trading for dirt-cheap prices.

With dividend stocks hot this year, some market experts are advising investors to be cautious and selective. Identifying companies with room to raise dividends significantly, rather than focusing on finding the highest yields, might be your best way forward.

I've tried to find a couple of undervalued stocks that might not be overbought or overprices. I've selected those stocks with positive earnings growth and single digit P/E's multiples.

Here are the results of my research...

16 Oversold Dividend Stocks Are Now Cheap Enough To Buy Now

As the markets reached recently fresh new highs, income investors are on the lookout for stocks with solid dividend yields that have strong fundamentals and are oversold due to the year's volatility. 

It's hard to find cheaply priced stocks in such a hot priced environment.

Looking at the stocks' technical charts can help determine whether the fundamentals can be further supported. 

Not surprisingly, this year's market volatility has wreaked havoc on many strong dividend stocks. 

Today we've screened the market by cheap stocks (forward P/E under 15) with an oversold definition by RSI 40.

We also excluded all stocks with a market capitalization over 2 billion. In addition, the ROA is positive and the debt-to equity under 1.

16 stocks are meeting the above mentioned criteria of which 2 a High-Yields.

These are the results in detail...