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Showing posts with label Consumer Goods. Show all posts
Showing posts with label Consumer Goods. Show all posts

20 Of The Safest Dividend Champions

20 Of The Safest Dividend Champions originally appeard on long-term-investments. More and more people talk about an overvaluation of the market. Sure P/E ratios skyrocket within the past five years but earnings did also improve.

You might agree with me that the risk of a market correction is improving with rising stock prices. What investors like you and me need to do is to hedge their risks.

I personally look for low beta stocks. Those have a lower correlation to the overall market and should fall less. Below are 20 of the safest Dividend Champions by beta ratio.

I've created a detailed snapshot of my 4 favorites and attached the full list. Let's go forward...

Big Dividend Growth And Share Buybacks: These Are My 5 Top Picks Of The Week

The week comes to an end and I like to show you the latest dividend grower and share buyback companies in this article.

It was also a hard week for short-term orientated investors because volatility rises due to topics like Ebola and a weaker European economy.

The Dow lost 2.73 percent within the past week while the S&P 500 was down 3.12 percent and NASDAQ down 4.44 percent.

You know that I have not sold any of my stockholdings. I'm not a fearful investor who sells his wonderful businesses and cash-in some money, pay taxes and waiting for new opportunities.

You also may like: Yields Of The Dividend Aristocrats - 12 Cheapest Stock Of The Index

I like to make money with stocks by holding them over a decade or more. Only over a long period of time, companies can create value.

I keep my eyes on new targets which were very rare in the past because American stocks are some of the most expensive companies in the whole world but they offer also the biggest insurance for investors. 

The Dollar is a safe heaven and he still dominates the world. I keep my money into USD.


One-Week Performance Major Indices (Click to enlarge)

Within the past week, only one big company - Kimberly-Clark, announced a 2 billion buyback program. The next biggest program came from Liberty Interactive.

On the dividend growth side, twelve companies raised dividend payments. The biggest companies here were Kraft Foods and Plains All American Pipeline.

Many oil- and gas pipeline companies are part of the dividend growers list. Those companies have experienced a big boom by creating energy infratructure but they have also high debt figures, compareable with REITs or Telecoms.

Below are my five favorites from the week. I hope you like my selection. I personally own only KFT and KMB, both are consumer giants.

Compared to the dividend growth results of the past week, the numer of stocks is still weak.

My 5 Favorite Dividend Growth And Share Buybacker of the Week are...

Company Factbook: Coach (COH) - A Luxury Retailer With A 3.94% Dividend Yield

Our current Dividend Idea is the luxury apparel stock Coach (COH). The compay has a really bad sentiment. Operational, same store sales are negative and COH plans to shut down some of it's stores. Competition pressure is rising, especially from Michael Kors and Kate Spate but price ratios of them skyrocked. Coach is one of the cheapest luxury retailer in the market and offers a dividend yield close to the 4 percent.



I've created a small report, based on fundamentals and charts about the company. If you love this work and our investment ideas, you can support us by donating the current Company Factbook. We've published over 2,000 articles for free over the recent years and like to keep them free of charge.

Thank you for supporting us.
Tom Roberts & Dividend Friends


4 Top Dividend Picks From The Discount Variety Stores Industry To Benefit From Black Friday

The last month of the year is the most important month within the whole year because up to 1/4 of the full-year sales are generated within December. 

Everybody loves to buy great things that helps you to improve you life quality, makes living easier and keeps your friends and family members happy.

Black Friday is the first day on which analysts start to measure the consumer activity by spending money. Black Friday gives us a good sign if the shopping season will end at new records or not.


Today I would like to present you four of the most popular 
discount store operators that pay the best industry dividends and have managed to grow them over the past years.

Philip Morris: Position Increase By 50% For The Dividend Yield Passive Income Portfolio

On the last trading day of the week, I decided to buy additional shares of the cigarettes maker Philip Morris. The current position is up 4.77 percent but I believe it’s not too expensive with a forward P/E of 15.07. The current yield is at 4.19 percent, a ratio above the market average.

I purchased 10 shares and increased the current stake by 50 percent to 30 shares. The acquisition price was 89.76 and resulted in around $900 investment costs.

I know it’s not the best way to buy additional shares at higher prices but over the past year, I also received around $70 in dividends from PM and there are no real alternatives with a cheap valuation that offers growth from abroad. The only question is if it makes sense to buy stocks only to reach this aim. I believe that it also makes sense to keep a decent amount of cash in order to be flexible when real bargains are available.

Dividend Yield Portfolio I (Click to enlarge)

Dividend Yield Portfolio II (Click to enlarge)

Latest Portfolio Transactions (Click to enlarge)

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For readers who are new to the matter and my dividend growth philosophy: I funded a virtual portfolio with 100k on October 04, 2012 with the aim to build a passive income stream that doubles each five to ten years. I plan to purchase each week one stock holding until the money is fully invested. The total number of constituents is expected at 50 – 70 companies and the dividend income should be at least at $3,000 per year.
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As of now, the portfolio should generate around $2,670 in dividends over the full year. With $22,800 in deposited cash, it's still possible to hit the $3,000 mark by the end of this year.

Since the date of funding, the portfolio holdings are up 10.53 percent. Because of the high cash amount during the past year, the full performance is only 9.67 percent, a clear underperformance compared to the major indices like Dow Jones or S&P 500.

What I notice is that the Passive Income Portfolio gets stronger within the recent month and the power of dividends comes slowly. I hope that the portfolio will beat the market within the next years.

Dividend Yield Portfolio Performance (Click to enlarge)


Here is the income perspective of the portfolio

Sym
Name
P/E Ratio
Dividend Yield
Buy
# Shrs
Income
Value
TRI
Thomson Reuters C
28.66
3.45
28.90
50
$64.75
$1,905.00
LMT
Lockheed Martin C
14.23
3.45
92.72
20
$92.00
$2,691.00
INTC
Intel Corporation
13.23
3.68
21.27
50
$45.00
$1,216.25
MCD
McDonald's Corpor
17.42
3.19
87.33
25
$77.00
$2,431.00
WU
Western Union Com
11.27
2.94
11.95
100
$50.00
$1,748.00
PM
Philip Morris Int
16.92
3.96
89.76
30
$105.87
$2,692.80
JNJ
Johnson & Johnson
20.65
2.74
69.19
20
$50.80
$1,867.40
MO
Altria Group Inc
14.53
4.83
33.48
40
$72.00
$1,493.20
SYY
Sysco Corporation
19.37
3.46
31.65
40
$44.80
$1,302.40
DRI
Darden Restaurant
18.31
4.08
46.66
30
$63.00
$1,544.40
CA
CA Inc.
13.57
3.15
21.86
50
$50.00
$1,586.25
PG
Procter & Gamble
20.52
2.93
68.72
25
$59.20
$2,028.75
KRFT
Kraft Foods Group
17.8
3.72
44.41
40
$80.00
$2,185.12
MAT
Mattel Inc.
18.58
3.13
36.45
40
$55.60
$1,792.40
PEP
Pepsico Inc. Com
19.74
2.63
70.88
20
$44.20
$1,691.20
KMB
Kimberly-Clark Co
22.46
2.94
86.82
15
$47.55
$1,620.15
COP
ConocoPhillips Co
12.23
3.68
61.06
20
$52.80
$1,461.80
GIS
General Mills In
18.89
2.82
42.13
30
$42.60
$1,509.60
UL
Unilever PLC Comm
19.12
3.31
39.65
35
$47.01
$1,404.90
NSRGY
NESTLE SA REG SHR
20
3.01
68.69
30
$65.31
$2,156.70
GE
General Electric
19.65
2.91
23.39
65
$49.40
$1,725.10
ADP
Automatic Data Pr
26
2.32
61.65
25
$43.50
$1,882.75
K
Kellogg Company C
24.23
2.81
61.52
25
$44.50
$1,557.25
KO
Coca-Cola Company
20.51
2.77
38.83
40
$43.80
$1,584.40
RTN
Raytheon Company
14.18
2.61
57.04
20
$43.00
$1,675.00
RCI
Rogers Communicat
12.3
3.7
46.5
50
$84.00
$2,269.00
GPC
Genuine Parts Com
17.67
2.67
77.06
20
$42.12
$1,579.80
TSCDY
TESCO PLC SPONS A
N/A
3.89
17.08
110
$75.79
$1,927.20
APD
Air Products and
23.27
2.54
85.71
15
$41.55
$1,620.00
GSK
GlaxoSmithKline P
20.75
4.51
52.16
30
$71.13
$1,595.70
WMT
Wal-Mart Stores
14.94
2.36
79.25
20
$36.16
$1,541.40
BTI
British American
16.88
3.78
111.13
23
$96.14
$2,529.54
CHL
China Mobile Limi
10.19
4.3
55.32
40
$89.52
$2,086.40
MMM
3M Company Common
19.34
1.98
110.27
15
$37.43
$1,888.50
TUP
Tupperware Brands
18.75
2.48
80.98
15
$33.30
$1,364.10
IBM
International Bus
12.41
2.01
193.17
20
$72.00
$3,584.60
HAS
Hasbro Inc.
19.27
3.02
44.09
30
$46.80
$1,555.20
T
AT&T Inc.
26.64
4.97
34.47
30
$54.00
$1,087.20
WAG
Walgreen Co. Comm
23.14
1.92
44.25
30
$34.20
$1,815.60
AFL
AFLAC Incorporate
9.03
2.15
59.39
20
$28.00
$1,302.00
TGT
Target Corporatio
15.62
2.33
68.69
32
$48.32
$2,067.84
CSCO
Cisco Systems In
12.13
2.88
25.12
90
$58.50
$2,030.85
DE
Deere & Company C
9.39
2.43
84.11
15
$29.85
$1,224.60
RGR
Sturm Ruger & Co
13.85
2.94
51.65
20
$38.52
$1,362.60
LO
Lorillard Inc Co
16.03
4.25
42.3
30
$65.00
$1,541.70
UNP
Union Pacific Cor
16.69
1.89
154.75
8
$22.88
$1,222.16
IDA
IDACORP Inc. Com
13.8
2.21
47.94
20
$22.80
$1,032.40
BAX
Baxter Internatio
16.68
2.85
66.38
20
$37.60
$1,315.00
MSFT
Microsoft Corpora
13.26
2.6
33.88
40
$36.80
$1,421.00
ACN
Accenture plc. Cl
14.9
2.37
77.71
20
$34.80
$1,460.00














$2,670.89
$87,177.21














Average Yield
3.06%














Yield On Cost
3.39%