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Showing posts with label CP. Show all posts
Showing posts with label CP. Show all posts

16 Canadian Dividend Aristocrats For Global Diversification

Dividend aristocrats, as defined by Standard and Poor’s, are stocks that meet certain size and liquidity standards that “have followed a policy of consistently increasing dividends every year for at least five years.”

That's a much easier rule to fulfill compared the US Dividend Aristocrats Index for which you need a 25 year consecutive dividend hike.


Today I like to share a sample of 16 S&P/TSX Canadian Dividend Aristocrats with you, a premier group of Canadian stocks that have increased their cash dividends for at least five consecutive years.


Below is the list for 2016 sorted by dividend yield. If you like to receive more dividend yield tables of the best long-term dividend raiser, you should subscribe to my blog news by following the link, it's completely free and independent. Thank you for reading.


These are the results...

Ex-Dividend Stocks: Best Dividend Paying Shares On September 25, 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, 44 stocks go ex dividend - of which 13 yield more than 3 percent. 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
Healthcare Trust of America
2.47B
274.00
1.86
8.09
5.29%
Hawaiian Electric Industries Inc.
2.51B
18.43
1.54
0.76
4.87%
Canadian Imperial Bank of Comm.
32.40B
10.17
2.08
2.82
4.59%
Staples, Inc.
9.64B
-
1.60
0.40
3.25%
Nucor Corporation
15.91B
38.37
2.11
0.86
2.95%
Sempra Energy
21.44B
22.12
2.00
2.05
2.86%
Bancolombia S.A.
12.30B
14.55
2.06
2.91
2.86%
Equity LifeStyle Properties, Inc.
2.93B
35.97
3.97
4.10
2.84%
Ryder System, Inc.
R
3.07B
13.83
1.98
0.48
2.28%
ProAssurance Corporation
2.85B
8.81
1.22
3.87
2.17%
Protective Life Corp.
3.35B
11.09
0.87
0.92
1.90%
Weight Watchers International
2.11B
8.85
-
1.18
1.86%
Axiall Corporation
2.66B
12.61
1.10
0.68
1.68%
Stantec Inc.
2.44B
19.46
3.18
1.49
1.21%
Regal Beloit Corporation
3.06B
16.14
1.53
0.99
1.17%
Canadian Pacific Railway Limited
21.97B
32.05
4.03
3.81
1.08%
Ralph Lauren Corporation
14.98B
20.86
3.98
2.14
0.97%
Zimmer Holdings, Inc.
14.17B
20.67
2.41
3.14
0.95%
Flowserve Corp.
8.89B
20.17
5.18
1.84
0.90%
Whole Foods Market, Inc.
21.63B
40.17
5.72
1.68

19 International Dividend Achievers With Double-Digit Earnings Growth Forecasts

International Dividend Achievers stock list with high predicted earnings per share growth for the mid-term originally published at long-term-investments.blogspot.com. Dividend growth investors like you or me should always have a focus on stocks from abroad. It diversifies your portfolio and gives you more opportunities from different countries.

But you always have a currency risk if you stock is traded in a foreign currency. But you also own these risks with U.S. stocks that have a huge share of foreign sales. The corporate manages these risks for you.

Today I would like to discover my International Dividend Achievers list by stocks with the highest earnings per share growth forecast for the mid-term (5 Years). You can find a list attached about those stocks with double-digit earnings predictions by brokerage firms.

Only 19 of 55 dividend growth stocks from abroad with a dividend growth history of more than 5 consecutive years fulfilled my restrictions. Six of them still have a low forward P/E of less than 15 and eleven got a current buy or better rating. The yields are low in this environment thanks to Ben Bernanke who said that the tapering must wait until the economy improves stronger. The highest yielding stock from the list has a 3.45 percent yield.


Is An ‘Activist Mutual Fund’ A Smart Investment?

The following article was written by our guest author Insider Monkey. At Insider Monkey, we use a number of techniques to track investment activity of hedge funds and other notable investors. Our research has shown that the most popular small cap stocks among hedge funds, as determined by quarterly 13F filings, earn an average excess return of 18 percentage points per year (discover the details of our small-cap strategy). Last summer, we put this theory into practice by publishing a portfolio of the most popular small caps and since inception this portfolio has beaten the S&P 500 by 29 percentage points.

The activist

Investors can also receive more up-to-date information about what hedge fund managers are doing through 13D and 13G filings. 13Ds are also known as activist filings—when a hedge fund such as billionaire Carl Icahn’s Icahn Capital or billionaire Bill Ackman’s Pershing Square files a 13D as opposed to a 13G, it usually signals that it intends to push management to make changes at the company either privately or publicly. While activist campaigns do not always work, often these managers are successful in getting a company to sell itself, spin out a non-core business unit, return more cash to shareholders, or take other actions that increase shareholder value.

They also may benefit from improvements in general market conditions that push up the stock price, as with any other hedge fund investment. The combination of these factors sometimes results in high average returns: Icahn, for example, tends to have done well with his 13D filings in the past couple of years.

Meet one 13D Activist Fund

Northern Lights Distributors, LLC has launched a long-only fund (the 13D Activist Fund) whose managers select stocks from the universe of activist positions. While the fund has a limited performance history, it has outperformed the S&P 500 year to date with a return of 26% compared to the index’s total return of 18%.

The 13D Activist Fund also notes that third-party academic research shows superior performance for activist targets and this is not entirely captured by a pop in the stock price immediately following the announcement. For example, “a further significant increase in share price” occurs after the filing date according to one study on the returns from activism.

To capitalize on this finding, the 13D Activist Fund specifically seeks to take positions in activist targets from a variety of managers, targeting “20 to 40” holdings. For purposes of comparison, Icahn’s most recent 13F only included a total of 19 positions, and some of these were in smaller-cap stocks (the 13D Activist Fund targets stocks with market capitalizations of at least $1 billion) or in companies where he was not making activist moves.

As a result, by construction its portfolio should incorporate ideas from several activists rather than mimicking any particular fund’s portfolio. The fund managers acknowledge that there is little fundamental analysis involved in their strategy; they prefer to defer on that point and analyze the activist investor’s record directly in determining the likelihood of positive returns.

To do this, they analyze both the overall track record of an activist as well as his success in a particular industry or sector; activists who have historically struggled in tech investments might be ignored if they file a 13D on a tech stock. They also evaluate the activist’s plans for creating change at the company. Different activist techniques might be judged more or less likely to succeed.

Recent data

Its most recent publicly disclosed data shows that the 13D Activist Fund’s three largest holdings were Jack in the Box Inc. (NASDAQ:JACK), where Blue Harbour Group has been engaged in an activist strategy for about three years; Valeant Pharmaceuticals Intl Inc (NYSE:VRX), one of the top holdings of Jeffrey Ubben’s ValueAct Capital, and Canadian Pacific Railway Limited (USA) (NYSE:CP), which has more than doubled in the last two years as Ackman has succeeded in transforming the railroad.

Motorola Solutions Inc (NYSE:MSI), another ValueAct holding, and Ackman favorite BEAM Inc (NYSE:BEAM) rounded out the fund’s top five picks. Looking at the rest of its top holdings, it appears that other activists the fund tracks include billionaire Paul Singer’s Elliott Management, Keith Meister’s Corvex Capital, and Richard McGuire’s Marcato Capital Management.

Final thoughts

Given the combination of the fund’s performance and the academic research supporting the concept of imitating activists, the basic concept involved seems to be a good one particularly for investors who are looking for assets with a low correlation to the overall market.

The question is which of the following would be the best way for an interested investor to participate: buy into the fund and pay its fees (likely the only way for most investors to access the entire portfolio of activist opportunities), watch for its public reports and directly buy some of the stocks the managers choose (which has a considerable delay), or follow 13Ds oneself and directly research these for attractive single-stock investments.


Disclosure: I own no shares of any stocks mentioned in this article.

Ex-Dividend Stocks: Best Dividend Paying Shares On June 26, 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.
                                                                                                                                                      
A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks June 26, 2013. In total, 117 stocks and preferred shares go ex dividend - of which 59 yield more than 3 percent. The average yield amounts to 4.64%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Canadian Imperial Bank of Commerce
28.82B
9.35
1.88
2.54
5.25%
TransCanada Corp.
30.19B
22.74
1.96
3.80
4.23%
The Dow Chemical Company
38.21B
39.94
2.25
0.68
3.96%
Kraft Foods Group, Inc.
31.86B
23.50
8.52
1.73
3.72%
Nucor Corporation
13.74B
31.03
1.82
0.73
3.41%
Avalonbay Communities Inc.
15.98B
62.40
1.85
14.47
3.21%
Staples, Inc.
10.10B
-
1.66
0.42
3.12%
Edison International
15.05B
9.64
1.58
1.25
2.92%
Xerox Corp.
10.97B
9.73
0.95
0.49
2.57%
Wipro Ltd.
19.38B
18.53
3.96
3.07
2.56%
Deere & Company
31.53B
9.96
3.81
0.84
2.52%
Agrium Inc.
12.58B
8.86
1.81
0.77
2.37%
Illinois Tool Works Inc.
30.33B
12.57
2.95
1.74
2.26%
St. Jude Medical Inc.
12.79B
18.01
3.42
2.35
2.23%
Western Digital Corp.
13.99B
7.43
1.66
0.85
1.71%
Stryker Corp.
24.59B
19.80
2.91
2.83
1.64%
Humana Inc.
13.44B
9.47
1.47
0.34
1.28%
Canadian Pacific Railway Limited
20.36B
38.05
3.80
3.66
1.18%
Zimmer Holdings, Inc.
12.70B
17.18
2.22
2.84
1.06%
Danaher Corp.
42.67B
17.72
2.17
2.32