Each week, I go through the list of dividend increases in order to monitor performance of existing holdings, and uncover hidden dividend gems.
I then narrow down the list by eliminating companies with a dividend growth streak that is less than a decade. I also look at things like trends in earnings per share, dividends per share, dividend payout ratios, in order to determine the likelihood of future dividend growth and growth in intrinsic value.
It's important to have an overview of the latest dividend growers in order to get the future dividend kings on my radar first. With this method, I can also see how big the future yield will be if the calcualte the announced dividend. Sometimes, there could a low yielder become a high yield in just a year only by hiking dividends.
Over the past week, there raised a lot of stocks their payouts. You can find the full compilation of the latest dividend growth stocks attached.
Here are the latest dividend growth stocks....
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label CVR. Show all posts
Showing posts with label CVR. Show all posts
Carl Icahn’s Best Pick Isn’t Apple…These Stocks Are! - How The Big Investor Makes Money
The following article was written by our guest author Insider Moneky. Carl Icahn may have lifted the company’s market cap by $20
billion in less than two days of trading last month, but Apple [s:AAPL] isn’t
his best stock pick. There are four positions in the multi-billionaire’s equity
portfolio that are worth looking at before Cupertino. We’ll show you which ones
and explain why.
At the end of last
quarter, Carl Icahn’s hedge
fund held long positions
in 19 different companies totaling a market value of $21.5 billion. With
Icahn’s pedigree as an elite activist investor, it’s not surprising that he’d
have that much money in U.S. equities, but it is a bit intriguing that four of
his eleven largest picks are small-caps.
According to our
research at Insider Monkey, hedge funds’ small-cap picks have the highest
potential to outperform the market over a sustained period of time. Our premium
newsletter, which employs this strategy, beat the S&P 500 by nearly 30
percentage points in its first year (discover how we did this here).
With that in mind,
let’s run through the four largest small-cap investments in Icahn’s equity
portfolio. Each stock had a market cap between $1 billion and $5 billion at the
end of the last 13F-filing period.
CVR Energy [CVI]
is Icahn’s largest small-cap holding, and his stake comprises more than
four-fifths of its outstanding shares. After grabbing exposure in CVR Energy
last year, Icahn’s initial goal was to push for a sale of the company to a
larger buyer. Once this move failed, he then guided CVR to spin off its
refining subsidiary in January. In his last filing, Icahn held $3.6 billion in
CVR Energy stock and $138 million in the spinoff, CVR Refining [CVRR].
The latter has
returned just 0.2% post-IPO, but CVR Energy shares are up almost 70% since
Icahn first established his stake in early 2012. The bet has been very
profitable for Icahn, and with gushing refining margins in its last few
earnings reports, there may be more appreciation on the horizon for CVR Energy.
Federal Mogul
[FDML], meanwhile, is another high-flier in Icahn’s equity portfolio. The
hedge fund manager’s second largest small-cap holding has been a key investment
since 2011. In the summer of that year, Icahn established his original position
in the auto part maker, and he has held a controlling interest ever since. Shares
of Federal Mogul are up a whopping 177% in the past six months on the back of a
massive earnings beat last quarter and a fairly extensive restructuring
program.
Herbalife [HLF]
needs no introduction, and is the next largest-small cap in Icahn’s portfolio.
The multi-level marketer had a market cap below $5 billion at the end of last
quarter, but its value has since risen by about 50%. Over the longer term,
Herbalife shares have more than doubled since the start of 2013, and the market
hasn’t been convinced by Bill Ackman’s “pyramid scheme” accusations (see his full presentation here).
Icahn has shown no
hesitation to call out Pershing Square’s manager for being “totally wrong” and
“ridiculous” in his words, but Ackman hasn’t shown any signs of closing his
short position in Herbalife. As for Icahn, he thinks the stock is still cheap at current levels.
Hain Celestial
Group [HAIN] is the next largest small-cap in the activist’s equity
portfolio, and surprise, surprise, this stock is having a good 2013 too. Shares
of the organic food and personal care product company are up 37% this year, and
Icahn closed out his $470 million position a little over two weeks ago. Since
he established his Hain stake in early 2010, the stock’s price has risen from
around $22 per share to the upper $70 range.
As CEO Irwin Simon
explains in a recent interview with CNBC, “Hain today is
positioned better than it was when Carl got in … because of the awareness of
healthy eating.” In other words, it’s the secular tailwinds—not just Icahn’s
influence on a couple M&A moves—that have driven Hain’s appreciation. The
organic boom doesn’t look like it will end any time soon according to the USDA, so
we still like Hain Celestial post-Icahn.
Disclosure:
none
Next Week's Cheapest Ex-Dividend Stocks
The Best Yielding And
Biggest Ex-Dividend Stocks Researched By Dividend Yield - Stock, Capital, Investment. 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 cheap price ratios (P/E below 15, P/S and P/B under 2) that have their ex date on the next trading week.
A full list of all stocks
with ex-dividend date can be found here: Ex-Dividend Stocks on December
03 - 09, 2012. In
total, 135 stocks and preferred shares go ex dividend - of which 61 yield more
than 3 percent. The average yield amounts to 3.14%. If you like to receive the
next dividend you need to buy the dividend stocks now.
Here is the sheet of the best yielding and cheapest ex-dividend stocks for next week:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
SeaCube
Container Leasing Ltd.
|
372.73M
|
8.02
|
1.51
|
1.92
|
6.53%
|
|
PPL
Corporation
|
17.02B
|
10.52
|
1.52
|
1.28
|
4.91%
|
|
Public Service Enterprise Group
|
15.22B
|
10.82
|
1.41
|
1.52
|
4.72%
|
|
Westar
Energy, Inc.
|
3.63B
|
14.72
|
1.26
|
1.63
|
4.60%
|
|
Gannett
Co., Inc.
|
4.11B
|
9.73
|
1.69
|
0.79
|
4.47%
|
|
American
National Insurance Co.
|
1.85B
|
10.21
|
0.48
|
0.62
|
4.46%
|
|
Tower
Group Inc.
|
648.62M
|
12.25
|
0.61
|
0.34
|
4.44%
|
|
SCANA
Corp.
|
6.04B
|
14.90
|
1.49
|
1.48
|
4.27%
|
|
Laclede
Group Inc.
|
918.01M
|
14.54
|
1.53
|
0.82
|
4.18%
|
|
Kronos
Worldwide Inc.
|
1.87B
|
5.79
|
1.67
|
0.93
|
3.72%
|
|
Miller
Industries Inc.
|
158.30M
|
13.12
|
1.02
|
0.43
|
3.64%
|
|
ManTech
International
|
924.26M
|
8.76
|
0.81
|
0.35
|
3.36%
|
|
Principal
Financial Group Inc.
|
7.97B
|
11.46
|
0.81
|
0.89
|
3.09%
|
|
SLM
Corporation
|
7.65B
|
7.63
|
1.55
|
1.20
|
3.02%
|
|
Chicago
Rivet & Machine Co.
|
19.59M
|
11.95
|
0.85
|
0.59
|
2.97%
|
|
Kohl's
Corp.
|
10.47B
|
10.26
|
1.72
|
0.55
|
2.87%
|
|
The
Travelers Companies, Inc.
|
27.01B
|
10.12
|
1.04
|
1.05
|
2.60%
|
|
Acme
United Corp.
|
34.27M
|
10.20
|
1.13
|
0.42
|
2.54%
|
|
The
Men's Wearhouse, Inc.
|
1.65B
|
13.75
|
1.56
|
0.69
|
2.22%
|
|
WellPoint
Inc.
|
16.97B
|
7.37
|
0.74
|
0.28
|
Best Dividend Paying Ex-Dividend Shares On December 03, 2012
The Best Yielding And
Biggest Ex-Dividend Stocks Researched By Dividend Yield - Stock, Capital, Investment. 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 ex-dividend date can be found here: Ex-Dividend Stocks on December
03, 2012. In total, 20 stocks and
preferred shares go ex dividend - of which 8 yield more than 3 percent. The
average yield amounts to 2.74%. If you like to receive the next dividend you
need to buy the dividend stocks now.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
|
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
|
American Strategic Income Portfolio III
|
162.12M
|
-
|
-
|
-
|
5.93%
|
|
|
REGAL
ENTERTAINMENT GROUP
|
2.46B
|
21.97
|
-
|
0.91
|
5.31%
|
|
|
Cedar
Fair, L.P.
|
1.85B
|
16.88
|
9.93
|
1.70
|
4.81%
|
|
|
Ecology
& Environment, Inc.
|
47.28M
|
58.68
|
0.98
|
0.30
|
4.30%
|
|
|
Greenhill
& Co., Inc.
|
1.35B
|
33.47
|
4.07
|
4.69
|
3.79%
|
|
|
CVB
Financial Corp.
|
1.06B
|
13.89
|
1.41
|
4.00
|
3.35%
|
|
|
Avery
Dennison Corporation
|
3.35B
|
21.42
|
2.12
|
0.56
|
3.21%
|
|
|
Hancock
Holding Co.
|
2.70B
|
22.08
|
1.11
|
3.51
|
3.02%
|
|
|
Chicago
Rivet & Machine Co.
|
19.59M
|
11.95
|
0.85
|
0.59
|
2.97%
|
|
|
Kohl's
Corp.
|
10.56B
|
10.35
|
1.73
|
0.56
|
2.84%
|
|
|
Forrester
Research Inc.
|
625.74M
|
21.42
|
2.11
|
2.14
|
2.00%
|
|
|
Cass
Information Systems Inc.
|
488.28M
|
20.87
|
2.80
|
10.49
|
1.53%
|
|
|
HSN,
Inc.
|
2.86B
|
24.67
|
6.13
|
0.88
|
1.36%
|
|
|
Old
Line Bancshares Inc.
|
80.80M
|
10.47
|
1.09
|
2.14
|
1.35%
|
|
|
ChipMOS
TECHNOLOGIES (Bermuda)
|
369.16M
|
31.09
|
0.78
|
0.59
|
1.29%
|
|
|
KBW
Inc.
|
591.16M
|
-
|
1.37
|
2.57
|
1.17%
|
|
|
Ross
Stores Inc.
|
12.89B
|
17.39
|
7.59
|
1.38
|
0.97%
|
|
|
Itau Unibanco Holding S.A.
|
69.20B
|
10.44
|
1.87
|
2.37
|
0.59%
|
|
|
Fair
Isaac Corp.
|
1.51B
|
16.92
|
3.17
|
2.23
|
0.19%
|
|
|
TSR
Inc.
|
10.06M
|
-
|
0.81
|
0.22
|
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