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Showing posts with label Dividend Challengers. Show all posts
Showing posts with label Dividend Challengers. Show all posts

5 Dividend Grower With 10%+ Upside Potential

Dividends are essential for income investors but if we are honest, stock price growth is also important for wealth creating. The total return separates the good investors from the bad ones.

A high total return cannot achieve with low dividends and higher dividends are risky.

You need stocks with upside potential to boost your expected return, stocks with rising stock prices.


Today I like to show you some dividend growers that may have upside potential.

These are the results:

5 Cheap Dividend Grower With Buy or Better Rating

I've recently focused my thoughts on dividend growth stocks with a longer history of consecutive dividend hikes.

Today I like to show you those stocks with 5-10 years of dividend growth that are currently recommended to buy. In addition, the stocks should have an estimated earnings growth for the next five years of more than 5 percent as well as a low forward P/E.

20 stocks met my criteria. Attached is a full list of the results. In addition, I've highlighted my five favorites below. Which stocks do you like from the selection?

Here are my 5 favorites...

These 8 Dividend Stocks Bubbling Cash Like Lava Gold Mines (Part II)

If you like to make money on the stock market like me, you need a clear vision and strategy about how to make money. 

Are you an income investor who likes to receive dividends or are you a short-term orientated trader with focus on quick profits?

I'm focused on long-term growth with growing income. In my view, only over a long period of time, stocks can double and develop their full asset potential.

I've recently published a small article about stocks with high free cash flows, companies that earn so much money from its operations and they have no need or desire to invest this money. 

I love those companies but the source of income should also be reliable. Only cash that comes over years and decades will deliver a good return for you.

In my first article about Cash Cows that produce money like milk, I've compiled some of the top yielding stocks with low reinvestment rates. 

Most of the top yielding stocks come from the technology sector and they also plan to buyback a significant amount of own shares which is also very good for the stock price.

Today I like to go forward and introduce the rest of my research results. They have in average a smaller yield but should be also attractive. A big part of the results come from the financial sector. Asset Managers and Stock Exchange Operators are top.

Flood of money should come into your pocket

Before we move forward, I have a small pleasure to you: Please share this article to friends who might be interested in this story or give us a facebook like. 

Our blog can only exist when we get support from our readers via sharing or donation. Thank you for your support.


8 latest stocks with strong cash income sources are...

These 7 Dividend Cash Cows Produce Money Like Milk (Part I)

Investing is great. You can spend money on stocks and if your bet goes wild you will make a lot of money. That's a great dream for all of us and I can tell you that it's possible to become an investment Pro.

I'm a guy who looks steadily at stocks and try to find attractive investment stories and cheap stocks in order to make a good return.

I'm not short term focused; plan to hold most of my stocks over years and decades. Due to my long investment horizon, I need good companies that grow over time their business, pay me good dividends, and grow dividends as well.

But the most important question is that the corporate can grow without taking new investors on board. Those actions will grow outstanding shares in general and bring pressure on earnings per share growth.

I look for companies have generated high free cash flows, companies with a business model that don't need much money to keep their operational business alive.

I've tried to find some new ideas with an old screener who has a quick option; it’s called the reinvestment rate. I don't know how they calculate this ratio but when I sort the list of large with high margins by this ratio, companies with low investment spending on their operational cash flow come first.

Big Money Roll In Your Pocket

I talk about companies with a high scalable business, stocks with the lowest need of capital expenditures. First you might think about Facebook or all the great tobacco companies. For sure those shares generate big free cash flows.

But there are much more companies, I talk about technology stocks and money platforms. The key is here the platform business. Each new customer doesn't cause new costs and bring free cash into the corporate. That's a great idea of making money.

The only item to care about is market entry barriers. Can competitors easily enter and push down margins? If yes, keep your fingers away of buy only at low multiples.

Below are seven detailed stocks. I will follow up with 8 additional stocks. That's only a selection; there are much more companies available. Some of them pay no dividends other a low one but dividend is not the key.

Look at Part II here: These 8 Dividend Stocks Bubbling Cash Like Lava Gold Mines (Part II)

Most of the presented results come from the tech and financial space.


7 Dividend Stocks with strong free cashflows are...



4 Hot Dividend Growing Incurance Stocks You Must Know (ACE, AFL, TRV, UNH)

During the past week I've visited my girlfriend and came back home with some ideas about investing. 

Earlier this year, I've noticed that insurance stocks are great cash flow producer and some of them have a really low dividend payout ratio. They invest a huge amount of money to buy back own shares and they are really cheap valuated.

Warren Buffet likes insurer but he prefers today stocks from the cable business. I also see that those companies have a very attractive Price-to-Ebitda ratio.

However, I bought two German insurers last Friday. They yield over 3 percent and I like to increase my positions over the next time if they become cheaper.

The American stock market also has great insurer to look at. Aflac and Travelers are my two favorites followed by Chubb Corp. Those are also long-term dividend grower and part of David Fish's CCC List.

Below I've highlighted a few large cap insurer from the accident & health insurance industry as well as stocks from the property & casualty insurance industry. In addition, I've added large caps from the health care plans industry. From there came only one stock, the United Health Group.

All of the selected stocks have raised dividends by more than five consecutive years. Just dare a glace at my thoughts. I know that those stocks are not very popular but they are very attractive in terms of price for cash.

Are These 8 Great Dividend Grower Underestimated By The Market?

I like it when stocks fall because they become cheaper. That's the reason why I always look at companies with a really bad stock performance.

I personally don't care about analysts and lead investors who are sometimes anxious about the future of the company. In other cases, they need to justify their portfolio risk.

I love it to see bad performing dividend stocks with a very long history of solid growing dividends, especially when the future outlook is still bright.

Below I've highlighted some of the worst performing and most disliked dividend growth stocks on the market with a negative 1-Year performance. They all got low forward P/E and yields over 3 percent.

What do you think, are they underestimated by the market?

8 Cheap Dividend Growth Stars You Must Know....

Dividend stocks are a passion for me but most of the long-term dividend payer and grower underperformed the market within the recent years.


However, I maintain my strategy because I know what I own and how much return they will deliver over the long-run. I don't care about my friends and other investor colleagues and what they might say about my boring strategy. 

Toady I've screened the market by cheap opportunities, stocks that look fundamentally cheap. It does not mean that they perform well in the near future but they offer a good yield with solid fundamentals which is a good seed of future crops.

My criteria are:

- Dividend growth of more than 5 consecutive years
- Debt-to-equity ratio under 0.5
- Dividend Yield above 3 percent
- Market Cap over $2 billion
- Forward P/E below 15

8 companies survived my screening. Below are the detailed stocks in review.

8 Cheap Dividend Stars you must know...

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


8 Top Dividend Stocks I Like In This Capital Market Environment

While I made my daily research, there came a lot of interesting stocks on my screen.
Most of them offer a great opportunity but they still have a risk.

I personally look for stocks with a 10+ billion market cap as well as a P/E ratio of less than 20 combined with a 5+ percent mid-term earnings growth.

Below are eight stocks with solid fundamentals and a good long-term dividend growth history that could be helpful for your own asset allocation. My favorite industries are telecoms and insurer.

8 top long-term dividend grower....

6 Stock Ideas With Dividend Growth And Double-Digit Earnings Growth Forecasts

I always look for investment opportunities that offer growth and dividends combined. 

This weekend, I've summarized some stocks with over 5 years of consecutive dividend growth and expected 5-Year earnings growth above 10 percent yearly. 

It's hard to find cheap stocks that grow safely, especially when the overall market is really ambitious valuated.

Below are six stock ideas from each of the popular dividend growth categories (Dividend Champions, Dividend Contenders as well as Dividend Challengers), with a low forward P/E of less than 15 as well as double-digit earnings predictions by analysts.

8 Dividend Growth Stocks On The Sweet Spot

Out there happening very exciting moments on the market. Due to the recent stock market crash, stocks look a little bit more attractive than weeks before while the total number of potential dividend growers rise steadily.

The fantastic economic recovery of the recent years was the the most important item which helped to grow the total number of stocks with more than 5 years of consecutive dividend growth to 488! I expect that we would hit the 500 mark by the end of this year.

It's great to see that we've more and more opportunities in the dividend growth investing field but if we look at the valuations on the market, we definitely notice that it's still hard to find real bargains.

Some stocks are too expensive, others are cheap but those companies release falling earnings and sales figures or they are overloaded with debt. What we need are long-term dividend growth stocks on the sweet spot.

After the recent sell-off on the market, I screened my database by stocks with a current dividend yield over 3 percent and a low forward P/E of less than 15. In addition, the expected earnings should grow by at least 5 percent (analyst predictions), year by year for the next five fiscals.

Around 30 companies fulfilled these criteria at the moment. I try to highlight some of the best ideas. Below are 8 stocks, sorted by market capitalization.

5 Dividend Stocks With Fresh Billion Share Buyback Programs

Dividend growth is a fantastic value driver for your private wealth. But there are more possibilities to create directly shareholder values. Beside dividends, there is a way to give money back via share repurchase programs.

Recently, I wrote an article about stocks with the most recent billion share buyback programs on the market. Today I would like to expand the list by adding stocks that have announced to spend billions by buying back own shares.


Three names are not included in the list because they don't pay dividends. EBay, Valeant Pharmaceuticals International and Check Point Software Technologies are those stocks.


23 Stocks With Expected Dividend Growth Over The Next 3 Months

Consecutive dividend growth measures the number of years in which the corporate has increased dividends. Everything that a company needs to do is to hike dividends each 12 months or less.

Today I will highlight some special stocks that must increase dividends within the next 3 months in order to keep its dividend grower status alive. 23 companies are on the attached list of which 12 are recommended to buy. The bad thing is that only 4 have a really attractive forward looking P/E ratio of less than 15. The market is still expensive!

15 Fastest Growing And Attractively Valueated Dividend Growth Stocks

Growth is very important for long-term investors. It doesn't make much sense to buy a stock and pay 20 times of earnings when growth is zero.

Today's stock markets are irrational valuated but you must pay this price if you don't get hurt by potential inflation.

Today I've created a small compilation of mid-term and long-term dividend growers with great sales growth over the past five years (over 10 percent annually). In addition, they have a low forward P/E as well as double-digit earnings growth forecasts for the next five years.

The list contains 15 stocks of which half are large capitalized and ten are recommended to buy.

3 Potential Dividend Champions With High Yields And 10 Additional To Consider

Today I've created a small list of stocks with high dividend yields (over five percent) that are close to become a Dividend Champion in the upcoming years. Those stocks have raised dividends over more than 25 years in a row.

Dividend Growth is King

When you read my blog for a longer time, you should know that dividend growth is the key of a successful dividend investing.

In a non-performing market, dividends contribute 100 percent to the total performance or they can reduce their losses.

In my view, dividends are good enough to generate a solid cash income when the market suffers.

Over the past five years, this strategy failed because of the high intention of the Federal Reserve to reduce the unemployment via money printing. As a result, stock markets more than doubled in the most countries of the world and equities got very expensive.

Dividend yields of the best dividend paying stocks declined also by a few percentage points and investors often don't get a compensation for inflation now.

What we need are higher yielding stocks, but those are also more risky and sometimes overloaded with debt.

I've attached a list of the highest yielding potential dividend Champions. Only 13 companies with a consecutive dividend growth history of 10 to 25 years have a current dividend yield above the 5 percent ratio.

19 Cheaply Valuated Stocks With Forces To Become The Next Top Dividend Grower On The Market

Dividend growth stocks on the move to become a real long-term dividend grower originally published at long-term-investments.blogspot.com. Dividend growth is a great and powerful tool for all normal and small investors to participate in a honest and passive way from the economic success of a corporate.

America is definitely the country with the highest amount of stocks that share profits with shareholders fairly. Believe me; I've seen thousands of companies all around the world where investors get robbed by management teams, lead investors or even the government.

My investment focus is on dividend growth stocks but over the recent months and years, we all have seen a significant increase in price multiples. Most of the best long-term dividend growers are valuated with a P/E of 20 or more. If you pay such high ratios, you will definitely not get a good inflation and risk-adjusted return over the long-run if you invest in a slow growing business.

Today, I try to find additional dividend stocks that are near to achieve a consecutive dividend growth history of at least five years.

Around 150 stocks are available with 4 years of dividend growth. With the next hike they could become a real Dividend Challenger. My hope is that some of them are cheaper than the older and well-established stocks.

You can find attached a list of all large capitalized stocks with a low forward price to earnings ratio of less than 15. Only 19 companies fulfilled these criteria of which nearly all (17 shares) are recommended to buy.

Technology Consulting Stock Accenture Is My Next Dividend Pick

I order to fulfill my own goal of a $3,000 dividend income by the end of the year, I purchased 20 shares of the information technology stock and IT consulting company Accenture.

Accenture pays a 2.56 percent dividend and is valuated with a current P/E of 14.93. Earnings are expected to grow by 12 percent yearly for the next five years. I think that are good ratios and the pick is a wise alternative to my current IBM stake.

Accenture also have no debt but compared to IBM, the company is less diversified but also globally positioned. More salt for the Dividend Yield Passive Income Portfolio.

Earnings and Dividends of Accenture

The trade resulted in investing costs of $1,459.20 and will generate around $35 annual dividend income.

Latest Portfolio Transactions (Click to enlarge)

Latest Portfolio I (Click to enlarge)

Latest Portfolio II (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.
--------------------------------------

Over the full year, the expected dividend income amounts to $2,562. With around $26,000 in deposited cash, it’s still possible to reach the $3,000 by the end of this year. The second notice is that I need to speed-up my purchase amounts.

Portfolio Performance (Click to enlarge)

The portfolio holdings are up 7.15 percent since the date of funding and purchase. Due to the high cash values in the portfolio (more than half of the capital was not invested in average), the overall performance is only 6.69 percent. Compared to the other major indices it is a clear underperformance but in line with my strategy to purchase slowly stocks. In times of down-going markets, the strategy would create better results.

The major aim is not to make quick money on the market with hot stocks like Tesla and Facebook. The strategy is to build a passive income portfolio which should double the dividend output each ten years from alone.


Here is the income perspective of the portfolio


Sym
Name
P/E Ratio
Dividend Yield
Buy
# Shrs
Income
Value
TRI
Thomson Reuters C
26.34
3.75
28.90
50
$64.75
$1,735.00
LMT
Lockheed Martin C
14.21
3.63
92.72
20
$92.00
$2,523.40
INTC
Intel Corporation
12.48
3.9
21.27
50
$45.00
$1,162.75
MCD
McDonald's Corpor
17.29
3.26
87.33
15
$46.20
$1,421.10
WU
Western Union Com
11.6
2.72
11.95
100
$50.00
$1,841.00
PM
Philip Morris Int
16.74
4.1
85.42
20
$70.58
$1,700.60
JNJ
Johnson & Johnson
19.49
2.89
69.19
20
$50.80
$1,789.00
MO
Altria Group Inc
16.22
5.07
33.48
40
$72.00
$1,421.60
SYY
Sysco Corporation
19.34
3.47
31.65
40
$44.80
$1,288.80
DRI
Darden Restaurant
17.68
4.22
46.66
30
$63.00
$1,515.00
CA
CA Inc.
12.78
3.42
21.86
50
$50.00
$1,476.00
PG
Procter & Gamble
20.18
2.99
68.72
25
$58.20
$1,962.00
KRFT
Kraft Foods Group
17.21
3.85
44.41
40
$80.00
$2,093.60
MAT
Mattel Inc.
18.5
3.37
36.45
40
$55.60
$1,670.00
PEP
Pepsico Inc. Com
19.01
2.74
70.88
20
$44.20
$1,616.60
KMB
Kimberly-Clark Co
20.4
3.3
86.82
15
$47.55
$1,454.25
COP
ConocoPhillips Co
11.86
3.8
61.06
20
$52.80
$1,434.20
GIS
General Mills In
18.15
2.93
42.13
30
$42.60
$1,450.50
UL
Unilever PLC Comm
17.87
3.54
39.65
35
$47.01
$1,337.35
NSRGY
NESTLE SA REG SHR
18.71
3.21
68.69
30
$65.31
$2,044.80
GE
General Electric
17.95
3.13
23.39
65
$49.40
$1,586.00
ADP
Automatic Data Pr
24.88
2.42
61.65
25
$43.50
$1,812.75
K
Kellogg Company C
23.24
2.93
61.52
25
$44.50
$1,519.00
KO
Coca-Cola Company
19.89
2.9
38.83
40
$43.80
$1,510.80
RTN
Raytheon Company
13.17
2.82
57.04
20
$43.00
$1,524.60
RCI
Rogers Communicat
11.82
3.83
46.5
50
$84.00
$2,204.50
GPC
Genuine Parts Com
18.14
2.61
77.06
20
$42.12
$1,612.20
TSCDY
TESCO PLC SPONS A
N/A
3.99
17.08
110
$75.79
$1,904.10
APD
Air Products and
23.01
2.57
85.71
15
$41.55
$1,630.80
GSK
GlaxoSmithKline P
18.91
4.77
52.16
30
$71.13
$1,494.00
WMT
Wal-Mart Stores
14.56
2.42
79.25
20
$36.16
$1,496.40
BTI
British American
15.9
4.02
111.13
23
$96.14
$2,379.35
CHL
China Mobile Limi
10.76
4.07
55.32
25
$55.95
$1,381.25
MMM
3M Company Common
18.68
2.09
110.27
15
$37.43
$1,810.80
TUP
Tupperware Brands
18.61
2.56
80.98
15
$33.30
$1,320.90
IBM
International Bus
13.12
1.95
197.09
16
$57.60
$2,978.56
HAS
Hasbro Inc.
18.72
3.28
44.09
30
$45.60
$1,401.60
T
AT&T Inc.
26.15
5.27
34.47
30
$54.00
$1,026.00
WAG
Walgreen Co. Comm
21.88
2.04
44.25
30
$34.20
$1,678.80
AFL
AFLAC Incorporate
8.84
2.2
59.39
20
$28.00
$1,289.60
TGT
Target Corporatio
15.29
2.38
68.69
32
$48.32
$2,022.72
CSCO
Cisco Systems In
12.37
2.82
25.12
90
$58.50
$2,095.20
DE
Deere & Company C
9.52
2.4
84.11
15
$29.85
$1,234.65
RGR
Sturm Ruger & Co
14.09
2.89
51.65
20
$38.52
$1,299.40
LO
Lorillard Inc Co
14.34
4.71
42.3
30
$65.00
$1,383.30
UNP
Union Pacific Cor
17.89
1.82
154.75
8
$22.88
$1,258.96
IDA
IDACORP Inc. Com
13.24
3.07
47.94
20
$30.40
$1,002.40
BAX
Baxter Internatio
16.46
2.85
66.38
20
$37.60
$1,320.00
MSFT
Microsoft Corpora
13.09
2.73
33.88
40
$36.80
$1,365.20
ACN
Accenture plc. Cl
14.45
2.44
77.71
20
$34.80
$1,454.20














$2,562.23
$80,935.59














Average Yield
3.17%














Yield On Cost
3.40%