Consumer defensive stocks can add some stability to a portfolio, as they tend to hold up relatively well during downturns while also participating in rising markets.
The sector's relatively sleepy return over the past year led me to wonder if there are any high-quality bargains there. To find competitively advantaged stocks in the sector, I screened all the stocks from the sector and included those with attractive equity story, valuation, and growth figures.
Below are some highlights from our research reports of the companies.
Showing posts with label DLTR. Show all posts
Showing posts with label DLTR. Show all posts
Best Services Stock Picks For 2013 | A Selection Of Growth Stocks
Dividend income investors seeking for a high income
stream from dividends. In addition, capital gains from stocks trades are a welcome
bonus for a long-term investor like me. Over a long period, such capital gains are
much higher than the amount of dividends. I personally have a ratio of 1:2. This
means for every dollar in dividends I could generate additional two dollars of stock
gains. Most of my capital gains are unrealized because I hold them for a very long
time.
However, I started a new screen from the services
sector. I wanted to know what stocks picks could be the best for next year. Last
year’s picks gained 31.16 percent while the sector was up 23.16 percent compared
to the previous year.
These are my criteria:
- Forward P/E under 15
- Past 5Y Sales growth over 10 percent
- Earnings per share growth for the next five
years over 10 percent
- Operating Margin over 10 percent
- Market capitalization above USD 2 billion
Fourteen stocks fulfilled these criteria of which
eight pay dividends and twelve are currently recommended to buy. The results
are dominated by business services stocks and discount, variety store concepts.
Chuck Akre - Akre Capital Management Q4/2011 Fund Portfolio
Chuck Akre - Akre Capital Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Chuck Akre’s - Akre Capital Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he manages 31 stocks with a total portfolio worth of USD 628,555,000.
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