Dividend Ideas: Starts Air Products and Chemicals (APD) To Boom?

Recently, one of my readers sends me a note about Air Products Chemicals (APD) in order to get some minds from me. Here is his analysis of the situation:

“I’m financial analyst in Hungary, Europe since 15 years in various multi-nationals like GE and Citicorp. I got an idea for 3-5 yrs-investment and I would like to know your opinion about it.

Air Products is a div. Aristocrat and also in very healthy financial standing (equity, profit margins, cash level, indebtedness, etc are OK). On the other hand they are world-leading supplier of H and He. He (Helium) is the key, because it is limited and disappears when used for the planet forever. 

Currently it can be extracted from natural gas, where the best concentration is int he USA (2%), and only a few other places are on Earth with much lower concentration (Russia, Quatar, Algeria etc. around 0,3% only) Nobel laureate Robert Richardson has proclaimed few years ago that it will be a very rare resource within 25 years according to present level of usage (needed for various industries like electronics, medical equipment). 

Largest global reserve is in Texas (near to Amarillo), under public sale according to USA government act, the transaction is to be finished by 2015. APD is always making acquisitions and it may have the money to buy the state’s reserve. If it happens, APD will control Helium-price for a growing need-end market. This is the story. I wonder what do you think?”

My first thought was that the guy has a very good taste in asset picking and he is operational deeply involved.

I am a guy who acts more objective. I cannot evaluate risks from my desk and I don’t like to invest huge amounts of my money into a single stock. My diversification works in a way that I put only 0.5% – 1% of my net worth into a single growth stock.

Please, don’t love your investment and make research. In the end, you will ever oversee the really big risks. You cannot know more than the market.

On a big picture I can tell you that APD is wonderful growth stock that is also on my watch list. The company is globally diversified with over 50 percent sales abroad and has a great profitability (+10 percent net margin). APD is working in a growing industry and creates a really good work.

But the stock is more cyclic than their competitors. Earnings decreased by a half during the financial crises. Look at Linde (German) or Air Liquide (France). Those are two rivals with a lower cyclic business model. Their yields and valuation levels are in a similar range.

You see that APD is not a monopoly. They cannot raise prices how they like. That’s the big burden of a commodity trader or volume producer. Sure, APD is much more but they don’t have patents on their products like drug manufacturer and they don’t have created a monopolistic situation. In the long-run, competitors can enter into the market and flood the market with cheaper gases.

I heard from some companies in the industry that they are looking for a deeper chain. They try to build an independence from industrial gases where only the price is the essential point. Linde bought a healthcare gas company in the United States and produces food gas which helps to improve the durable time of foods.

The key solution for growth and higher margin is a deeper value chain and a specialization on customer needs. If your client makes a gain with your products and they are unique, he will share the profits with you. The higher the uniqueness of your produces, the higher your margins are.

It could be possible that there are bottlenecks in the short-run that could boost APD’s earnings but I believe that they are not available for the long-run because of the unlimited market access for all competitors. For me is APD a long-term pick because of the leading market position. I also like Linde and Air Liquide and several other special chemical and gas stocks. I only own PX and AI for the time being.

Do you have some stock ideas? Let me know and we share our thoughts.

Sysco: Dividend Idea Of The Week | Long-Term Dividend Growth Stock With 13.74% Upside

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly dividend idea is the U.S. based foods wholesale company Sysco (SYY). 

Sysco Corporation (Sysco), along with its subsidiaries and divisions, is a North American distributor of food and related products primarily to the foodservice or food-away-from-home industry. The Company provides products and related services to approximately 400,000 customers, including restaurants, healthcare and educational facilities, lodging establishments and other foodservice customers. Sysco provides food and related products to the foodservice or food-away-from-home industry. It has aggregated its operating companies into a number of segments, of which only Broadline and SYGMA are the main segments. Broadline operating companies distribute a line of food products and a variety of non-food products to their customers. SYGMA operating companies distribute a line of food products and a variety of non-food products to chain restaurant customer locations. In May 2011, it acquired Goldberg & Solovy Foods, Inc. (G&S). On October 3, 2012, the Company acquired Keelings Foods. More on Reuters here.

Here is the full stock analysis report, also free for download:



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* I am long in SYY shares. I receive no compensation to write about these specific stocks, sector or theme. I don't plan to increase or decrease positions or obligations within the next 72 hours.

For the other stocks: I have no positions in other stocks mentioned, and no plans to initiate any positions within the next 72 hours. I receive no compensation to write about any specific stock, sector or theme.

The stock analysis, including the rating and up/down potential, is based on historical information and provided by several data provider like Thompson Reuters, Morningstar, GoogleFinance, YahooFinance and MSN. The analysis assumes the stock will perform in the future as it has in the past. This is generally never true. Material presented here is for informational purposes only. Before buying or selling a security, you should do your own research and reach your own conclusion.

Altria: Dividend Idea Of The Week | Long-Term Dividend Growth

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly dividend idea is the U.S. based cigarettes company Altria (MO). 

Altria Group, Inc. is a holding company. As of December 31, 2011, Altria Group, Inc.’s wholly owned subsidiaries included Philip Morris USA Inc. (PM USA), which is engaged in the manufacture and sale of cigarettes and certain smokeless products in the United States; UST LLC (UST), which through its direct and indirect wholly owned subsidiaries including U.S. Smokeless Tobacco Company LLC (USSTC) and Ste. Michelle Wine Estates Ltd. (Ste. Michelle), is engaged in the manufacture and sale of smokeless products and wine; and John Middleton Co. (Middleton), which is engaged in the manufacture and sale of machine-made large cigars and pipe tobacco. Philip Morris Capital Corporation (PMCC), another wholly owned subsidiary of the Company, maintains a portfolio of leveraged and direct finance leases. As of December 31, 2011, Altria Group, Inc.’s segments included cigarettes, smokeless products, cigars, wine and financial services. More on Reuters here.

Here is the full stock analysis report, also free for download:



Do you like this report? Subscribe here for free.

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* I am long in MO shares. I receive no compensation to write about these specific stocks, sector or theme. I don't plan to increase or decrease positions or obligations within the next 72 hours.

For the other stocks: I have positions in LO, BTI and PM. No positions in other stocks mentioned, and no plans to initiate any positions within the next 72 hours. I receive no compensation to write about any specific stock, sector or theme.

The stock analysis, including the rating and up/down potential, is based on historical information and provided by several data provider like Thompson Reuters, Morningstar, GoogleFinance, YahooFinance and MSN. The analysis assumes the stock will perform in the future as it has in the past. This is generally never true. Material presented here is for informational purposes only. Before buying or selling a security, you should do your own research and reach your own conclusion.

My Stock Trade Report | Intel Stock Buy

For people who read this post for the first time: I am a private investor and live off dividends. I am not yet a millionaire but I still make money with dividend stocks over years. With my blog "long-term-investments.blogspot.com" I write down my trading activities and thoughts about dividend stocks. I learned a lot about investing and also made bad mistakes by investing money. You will never hear a buy or sell recommendation from me - that's my promise. I don't want to sell you something. The only think I like to do is to show you how I work and make money with dividend stocks.

The Intel Stock Trade
Yesterday I made a spontaneously buy of Intel (INTC) shares. The stock lost yesterday at peak times over 4 percent and closed at $19.51. The trigger news was a downgrade rating by the Swiss bank UBS. Intel was downgraded from buy to neutral. The new target price is $21.50 (before $29).

I bought 100 shares at $19.39. The total value of $1,939 is not significant for my net worth. I often buy little positions of companies in order to observe them. If the business don't weaken and market prices are still attractive, I like to increase my position to a normal level of up to 1.5 percent of my full portfolio. I believe that the stock will fall again. At the current level, Intel is at multi-annual year lows. Due to the economic environment, I believe that the sell-off should go on.

It is my first buy of Intel shares. I never had shares from the company before and I regret not to bought them in 2008/2009 when the company had a quarter dividend yield of 0.91 percent. Today, the quarter yield amounts to 1.15 percent. Intel has a net cash position and is traded at an EV/EBITDA ratio of around 4!

The stock is also in our virtual Dividend Yield Portfolio which is funded with 100,000 dollar and will be released within the next months. Within this portfolio, Intel is now one of the worst performing stock holdings (8.7 percent unrealized losses).

Divided Stock Idea Of The Week: Philip Morris International (PM)

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly dividend idea is the global cigarettes and tobacco stock Philip Morris International (NYSE:PM); The Leading Tobacco Stock With 3.98% Yield And 7.7% Upside Potential. 


Philip Morris International (PMI) is a leading international tobacco company, encompassing eight of the world’s top 15 international brands which includes Marlboro, the number one cigarette brand worldwide. PMI has become the world's leading international tobacco company and the third most profitable international consumer goods company. While US sales revenues have been in decline as Altria struggles to cope with higher state tobacco tariffs and the tobacco industry's negative image in the US, international sales continue to grow for PMI.

Philip Morris International’s subsidiaries and affiliates and their licensees are engaged in the manufacture and sale of cigarettes and other tobacco products in markets outside of the United States of America. Its products are sold in approximately 180 countries. The Company divides its markets into four geographic segments: The European Union (EU) Region, The Eastern Europe, Middle East & Africa (EEMA) Region, The Asia Region and The Latin America & Canada Region. In June 2011, it completed the acquisition of a cigarette business in Jordan, consisting primarily of cigarette manufacturing assets and inventories. January 1, 2011, it established a business structure with Vietnam National Tobacco Corporation (Vinataba) in Vietnam, further developing its joint venture with Vinataba through the licensing of Marlboro and establishing a PMI-controlled branch for the building of its brands. More on Reuters here.

Philip Morris International is a buy for all dividend growth investors. The company increased dividends over a period of 5 consecutive years with a double-digit rate. Dividends grew faster than the earnings per share due to the fact that the company stock up its payout ratio to a current value of 63%. After the spinn-off from Altria, the company was nearly debt-free and raised its loans to banks and other creditors to a current value of $22.4 billion. In relation to the strong operating cash-flow, measured by an EBITDA of $14.58 billion, the leverage seems to be ok for a consumer goods company with a high degree of addictiveness. The valuations are not cheap especially if you look the disappointing Q3/figures, the slowing growth an Europe and the reinforcing legal restrictions. 

On September 12, 2012 PMI increased its dividend by 10.4% to 0.85 quarter dividend or $3.40 full year dividend. Analyst's from Morningstar estimated the fair value of the company at $92.0 which include a current upside potential of 7.70%. Philip Morris International is also a bet on China. Nearly half of Philip Morris International's sales were generated in Asia, the strongest growth region in the world.

Dividend Idea Of The Week: Western Union (NYSE:WU) - A Major Player In Global Payment Services With Over 4% Yield And Potential To Double

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly Dividend Idea is the global payment services stock Western Union (NYSE:WU). 

The money transfer company was sold-off by many investors after the disappointing the third-quarter results of the company. The company announced a 1% increase in sales and raised dividends by 25 percent and increased share buybacks to $750 million, but lowered the guidance in accordance to lower second-half revenues and a higher competition. The stock dropped around thirty percent and the current dividend yield after the dividend hike is over 4% at a P/E ratio of less than 7. Morningstar analysts estimated the fair value of the company at $25.0 which represents a potential to double.

McDonald's (NYSE:MCD): Dividend Idea Of The Week - A Restaurant Leader With 3.55% Yield And 7.64% Upside Potential

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly Dividend Idea is the leading restaurant operator and franchises company McDonald's (NYSE:MCD). McDonald's owns and franchises its restaurants all over the world. By the end of 2011, the company had 33,510 restaurants in 119 countries, of which 27,075 were operated by franchisees and 6,435 were operated by the company. McDonald’s menu includes hamburgers and cheeseburgers, Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, Snack Wraps, French fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages and other beverages. More on Reuters here. 

MCD operates a proven business model with a well diversifed global structure. The company is a strong established Dividend Champion and raised dividends over a period of 36 consecutive years with a double-digit long-term growth rate. Morningstar estimates the fair value of the company at $94.0, an upside potential of 7.64% compared to the previous close price of $87.33.

We like the strong brand and consumer focus of McDonald's. The huge cash flow of $7.1 billion allows the company to pay $2.6 billion dividends and to repurchase $3.0 billion own shares as of fiscal year 2011. Roughly $2.7 billion were used for CAPEX. 

Dividend Idea Of The Week: Intel (NYSE:INTC) Offers A Yield Of 4.23% At 26.94% Upside Potential

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly Dividend Idea is the leading technology and semiconductor company Intel Corporation (NYSE:INTC). Intel Corporation designs and manufactures integrated digital technology platforms. A platform consists of a microprocessor and chipset. The Company sells these platforms primarily to original equipment manufacturers (OEMs), original design manufacturers (ODMs), and industrial and communications equipment manufacturers in the computing and communications industries. The Company’s platforms are used in a range of applications, such as personal computers (PCs) (including Ultrabook systems), data centers, tablets, smartphones, automobiles, automated factory systems and medical devices. On February 2012, QLogic Corp. sold the product lines and certain assets associated with its InfiniBand business to the Company. In May 2012, Cray Inc. completed the sale of its interconnect hardware development program and related intellectual property to the Company. In September 2012, InterDigital, Inc.’s subsidiaries sold around 1,700 patents and patent applications to the Company. More on Reuters here. 

We like the company due to the high market share within the semiconductor industry (The biggest rival is Texas Instruments with a market capitalization of $32 billion, one third from the valuation of Intel). The stock is a basic investment for technology investors with one of the most attractive dividend yields within the sector. The company is acting in a very cyclic industry but has a beta ratio of only 1.06. Despite the fact that the company is near one-year lows, we believe that the sell-off could go on due to recession items. Another big burden is the low market share in the very fast growing Smartphone market. Intel raised dividends for 9 consecutive years (Dividend Challenger) and has a long-term dividend growth rate over 25 percent. The company serves $10.5 billion on cash and short-term investments at $7.2 billion debt. The strong operating cash flow (EBITDA of $23.2 billion) leads to an investment payback of 4.4 years.

Lockheed Martin (NYSE:LMT) - Dividend Idea Of The Day With 4.95% Yield

Weekly Dividend Stock Ideas Researched by The Dividend Yield Weekly. Our weekly Dividend Idea is the aerospace and defense related stock Lockheed Martin (LMT). The company is estimated at $84.0 by Morningstar which represents a downside of 9.4%. LMT has a 7/10 rating and is an attractive dividend growth stocks with big values. The company raised dividends over 10 consecutive years and raised dividends in average with a double-digit yield. The payout is only at 43.9% at twelve-trailing month basis. The strong cash flow of $4.3 billion from last fiscal year is a solid basis for further dividend hikes. In 2011, the company paid $1.1 billion in dividends and bought $2.5 billion own shares. We like the strong cash flow of LMT and the high exposure to the U.S. economy (85% of sales are generated in the United States) as well as the networking to the government. This could be also a big burden if the U.S. government cuts military budgets due to financial spending problems. It could also an accelerator if the budgets would be raised in the long-run. In addition, we see the company as a highly profitable early stage commodity trader. LMT is one of the largest military supplier.

Thomson Reuters (TRI) - Dividend Idea Of The Week With 4.4% Dividend-Yield And 31.76% Upside

Our Dividend Idea of the day is the financial information provider Thomson Reuters (NYSE:TRI). The stock price closed at $28.84 and the fair value is expected by Morningstar at $38.00, which represents an upside of 31.76%.

Five International Dividend Stocks To Consider

After "How big is the yield?" the second question you should ask as an income investor is "How safe is the yield?" Whether you rely on the distributions to pay the bills or reinvest them to boost your returns, you want to know that your investments will continue to pay for years to come. This is why you should look for companies protected by wide economic moats with low payout ratios. These two factors will go a long way toward helping you build a rock-solid dividend portfolio, but I suggest you also look for high yielders with significant international exposure.

Here are five dividend stocks with a huge contribution of international sales:

Yum! Brands (NYSE: YUM) has a market capitalization of $28.20 billion. The company employs 52,920 people, generates revenues of $11,343.00 million and has a net income of $1,178.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2,320.00 million. Because of these figures, the EBITDA margin is 20.45 percent (operating margin 15.60 percent and the net profit margin finally 10.39 percent).

The total debt representing 43.15 percent of the company’s assets and the total debt in relation to the equity amounts to 227.66 percent. Due to the financial situation, a return on equity of 89.04 percent was realized. Twelve trailing months earnings per share reached a value of $2.55. Last fiscal year, the company paid $0.92 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 23.98, Price/Sales 2.49 and Price/Book ratio 18.22. Dividend Yield: 1.86 percent. The beta ratio is 0.95.

Long-Term Stock History Chart Of Yum! Brands, Inc. (Click to enlarge)

Long-Term History of Dividends from Yum! Brands, Inc. (NYSE: YUM) (Click to enlarge)

Long-Term Dividend Yield History of Yum! Brands, Inc. (NYSE: YUM) (Click to enlarge)

Philip Morris Intl. (NYSE: PM) has a market capitalization of $134.30 billion. The company employs 78,300 people, generates revenues of $67,713.00 million and has a net income of $7,498.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12,132.00 million. Because of these figures, the EBITDA margin is 17.92 percent (operating margin 16.54 percent and the net profit margin finally 11.07 percent).

The total debt representing 47.08 percent of the company’s assets and the total debt in relation to the equity amounts to 470.68 percent. Due to the financial situation, a return on equity of 156.71 percent was realized. Twelve trailing months earnings per share reached a value of $4.73. Last fiscal year, the company paid $2.44 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 16.35, Price/Sales 1.98 and Price/Book ratio 39.74. Dividend Yield: 3.98 percent. The beta ratio is 0.85.

Long-Term Stock History Chart Of Philip Morris Intl. Inc. (Click to enlarge)

Long-Term History of Dividends from Philip Morris Intl. Inc. (NYSE: PM) (Click to enlarge)

Long-Term Dividend Yield History of Philip Morris Intl. Inc. (NYSE: PM) (Click to enlarge)

Vodafone Group (NASDAQ: VOD) has a market capitalization of $135.16 billion. The company employs 83,862 people, generates revenues of $70,280.45 million and has a net income of $12,054.47 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $12,886.18 million. Because of these figures, the EBITDA margin is 18.34 percent (operating margin 12.20 percent and the net profit margin finally 17.15 percent).

The total debt representing 25.31 percent of the company’s assets and the total debt in relation to the equity amounts to 43.72 percent. Due to the financial situation, a return on equity of 8.96 percent was realized. Twelve trailing months earnings per share reached a value of $2.11. Last fiscal year, the company paid $1.36 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 12.72, Price/Sales 1.91 and Price/Book ratio 1.03. Dividend Yield: 5.48 percent. The beta ratio is 0.81.

Long-Term Stock History Chart Of Vodafone Group Plc (ADR) (Click to enlarge)

Long-Term History of Dividends from Vodafone Group Plc (ADR) (NASDAQ: VOD) (Click to enlarge)

Long-Term Dividend Yield History of Vodafone Group Plc (ADR) (NASDAQ: VOD) (Click to enlarge)

Intel Corporation (NASDAQ: INTC) has a market capitalization of $128.01 billion. The company employs 99,900 people, generates revenues of $43,623.00 million and has a net income of $11,464.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $20,101.00 million. Because of these figures, the EBITDA margin is 46.08 percent (operating margin 35.45 percent and the net profit margin finally 26.28 percent).

The total debt representing 3.35 percent of the company’s assets and the total debt in relation to the equity amounts to 4.28 percent. Due to the financial situation, a return on equity of 25.16 percent was realized. Twelve trailing months earnings per share reached a value of $2.31. Last fiscal year, the company paid $0.63 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 10.86, Price/Sales 2.93 and Price/Book ratio 2.80. Dividend Yield: 3.34 percent. The beta ratio is 1.09.

Long-Term Stock History Chart Of Intel Corporation (Click to enlarge)

Long-Term History of Dividends from Intel Corporation (NASDAQ: INTC) (Click to enlarge)

Long-Term Dividend Yield History of Intel Corporation (NASDAQ: INTC) (Click to enlarge)

Diageo (NYSE: DEO) has a market capitalization of $53.40 billion. The company employs 24,020 people, generates revenues of $15,218.96 million and has a net income of $3,089.44 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $4,454.18 million. Because of these figures, the EBITDA margin is 29.27 percent (operating margin 26.12 percent and the net profit margin finally 20.30 percent).

The total debt representing 42.26 percent of the company’s assets and the total debt in relation to the equity amounts to 159.33 percent. Due to the financial situation, a return on equity of 41.07 percent was realized. Twelve trailing months earnings per share reached a value of $4.67. Last fiscal year, the company paid $2.48 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 18.29, Price/Sales 3.50 and Price/Book ratio 6.65. Dividend Yield: 3.04 percent. The beta ratio is 0.75.

Long-Term Stock History Chart Of Diageo plc (ADR) (Click to enlarge)

Long-Term History of Dividends from Diageo plc (ADR) (NYSE: DEO) (Click to enlarge)

Long-Term Dividend Yield History of Diageo plc (ADR) (NYSE: DEO) (Click to enlarge)

Idea from Fool.com

Three Of The Next Big Dividend Stocks?

I've searched around Fooldom and dug up three potential candidates for the next great dividend stock. Let me just say now that dedicated income investors probably won't be too impressed with the yields I've collected here. Normally, I look for yields above or at least approaching 3%. For the purposes of this exercise, I've put a greater emphasis on growth, so I'm willing to settle for a smaller dividend. In theory, as the company grows, so should the dividend yield.

Here are the results:

Activision Blizzard (NASDAQ: ATVI) has a market capitalization of $14.01 billion. The company employs 7,600 people, generates revenues of $4,447.00 million and has a net income of $418.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $667.00 million. Because of these figures, the EBITDA margin is 15.00 percent (operating margin 10.55 percent and the net profit margin finally 9.40 percent).

The total debt representing 0.00 percent of the company’s assets and the total debt in relation to the equity amounts to 0.00 percent. Due to the financial situation, a return on equity of 3.95 percent was realized. Twelve trailing months earnings per share reached a value of $0.64. Last fiscal year, the company paid $0.15 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 19.12, Price/Sales 3.15 and Price/Book ratio 1.42. Dividend Yield: 1.35 percent. The beta ratio is 0.60.

Long-Term Stock History Chart Of Activision Blizzard, Inc. (Click to enlarge)

Long-Term History of Dividends from Activision Blizzard, Inc. (NASDAQ: ATVI) (Click to enlarge)

Long-Term Dividend Yield History of Activision Blizzard, Inc. (NASDAQ: ATVI) (Click to enlarge)

Kennametal (NYSE: KMT) has a market capitalization of $3.28 billion. The company employs 11,612 people, generates revenues of $2,403.49 million and has a net income of $232.28 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $415.14 million. Because of these figures, the EBITDA margin is 17.27 percent (operating margin 13.38 percent and the net profit margin finally 9.66 percent).

The total debt representing 11.36 percent of the company’s assets and the total debt in relation to the equity amounts to 19.10 percent. Due to the financial situation, a return on equity of 15.56 percent was realized. Twelve trailing months earnings per share reached a value of $3.22. Last fiscal year, the company paid $0.48 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 12.81, Price/Sales 1.36 and Price/Book ratio 2.04. Dividend Yield: 1.36 percent. The beta ratio is 1.64.

Long-Term Stock History Chart Of Kennametal Inc. (Click to enlarge)

Long-Term History of Dividends from Kennametal Inc. (NYSE: KMT) (Click to enlarge)

Long-Term Dividend Yield History of Kennametal Inc. (NYSE: KMT) (Click to enlarge)

BEAM Inc (NYSE: BEAM) has a market capitalization of $7.99 billion. The company employs 24,600 people, generates revenues of $7,141.50 million and has a net income of $496.00 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,006.30 million. Because of these figures, the EBITDA margin is 14.09 percent (operating margin 10.70 percent and the net profit margin finally 6.95 percent).

The total debt representing 33.77 percent of the company’s assets and the total debt in relation to the equity amounts to 75.49 percent. Due to the financial situation, a return on equity of 9.06 percent was realized. Twelve trailing months earnings per share reached a value of $1.10. Last fiscal year, the company paid $0.76 in form of dividends to shareholders.

Here are the price ratios of the company: The P/E ratio is 46.52, Price/Sales 1.12 and Price/Book ratio 1.39. Dividend Yield: 1.48 percent. The beta ratio is 1.56.

Long-Term Stock History Chart Of BEAM Inc (Click to enlarge)

Long-Term History of Dividends from BEAM Inc (NYSE: BEAM) (Click to enlarge)

Long-Term Dividend Yield History of BEAM Inc (NYSE: BEAM) (Click to enlarge)

Idea from Fool.com

Best Financial Stock Picks For 2012

Top Financial Shares To Buy For 2012 by Dividend Yield - Stock, Capital, Investment. Here is a current sheet of large capitalized stocks from the financial sector with an interesting market valuation, a great past growth performance as well as good earnings situation. Such stocks have a forward price to earnings ratio of less than 15, a sales growth over the past five years of more than 10 percent as well as an operating margin above 10 percent. Exactly 10 stocks with a market capitalization of more than USD 10 billion fulfilled these criteria.

Here are the 3 top dividend stocks by yield figures:

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Annaly Capital Management (NYSE:NLY) has a market capitalization of $16.28 billion. The company employs 114 people, generates revenues of $2,683.13 million and has a net income of $1,267.28 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1,349.56 million.


The total debt representing 79.92 percent of the company’s assets and the total debt in relation to the equity amounts to 669.88 percent. Due to the financial situation, the return on equity amounts to 13.11 percent. Finally, earnings per share amounts to $1.92 of which $2.65 were paid in form of dividends to shareholders last fiscal.


Here are the price ratios of the company: The P/E ratio is 8.75, Price/Sales 6.01 and Price/Book ratio 1.08. Dividend Yield: 13.73 percent. The beta ratio is 0.30.

Long-Term Stock Chart Of Annaly Capital Managem... (Click to enlarge)

Westpac Banking (NYSE:WBK) has a market capitalization of $62.30 billion. The company employs 33,898 people, generates revenues of $38,387.44 million and has a net income of $7,112.63 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $19,854.71 million.


The total debt representing 28.95 percent of the company’s assets and the total debt in relation to the equity amounts to 463.97 percent. Due to the financial situation, the return on equity amounts to 17.45 percent. Finally, earnings per share amounts to $11.33 of which $7.86 were paid in form of dividends to shareholders last fiscal.


Here are the price ratios of the company: The P/E ratio is 9.07, Price/Sales 3.53 and Price/Book ratio 1.47. Dividend Yield: 7.81 percent. The beta ratio is 1.46.

Long-Term Stock Chart Of Westpac Banking Corp. ... (Click to enlarge)

Banco Bradesco (NYSE:BBD) has a market capitalization of $63.30 billion. The company employs 98,317 people, generates revenues of $34,229.87 million and has a net income of $5,287.07 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $10,114.94 million.


The total debt representing 39.20 percent of the company’s assets and the total debt in relation to the equity amounts to 462.25 percent. Due to the financial situation, the return on equity amounts to 27.22 percent. Finally, earnings per share amounts to $2.64 of which $0.51 were paid in form of dividends to shareholders last fiscal.


Here are the price ratios of the company: The P/E ratio is 6.27, Price/Sales 1.55 and Price/Book ratio 2.98. Dividend Yield: 3.52 percent. The beta ratio is 1.66.

Long-Term Stock Chart Of Banco Bradesco SA (ADR) (Click to enlarge)

Here is the full table with some fundamentals (TTM):

Best Financial Stock Picks For 2012 (Click to enlarge)

Take a closer look at the full table. The average price to earnings ratio (P/E ratio) amounts to 9.73 while the forward price to earnings ratio is 9.83. The dividend yield has a value of 3.53 percent. Price to book ratio is 1.20 and price to sales ratio 2.79. The operating margin amounts to 35.43 percent.

Related stock ticker symbols:

NLY, WBK, BLK, PNC, CME, WFC, DFS, BBD, COF, BRK-A

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Dividend Stock Idea of the Day – Associated British Foods (LON:ABF)

Dividend Stock Ideas by Dividend Yield – Stock, Capital Investment. Our Dividend Idea of the day is the global food company British Foods (LON:ABF). The current dividend yield amounts to 2.25 percent.

Associated British Foods plc (ABF) is a holding company. The Company is engaged in the processing and manufacture of food worldwide and textile retailing in the United Kingdom and continental Europe. The Company operates in five segments: grocery, sugar, agriculture, ingredients and retail. Grocery segment is engaged in the manufacture of grocery products. Sugar segment is engaged in the growing and processing of sugar beet and sugar cane for sale to industrial users and to Silver Spoon. Agriculture segment is engaged in the manufacture of animal feeds and the provision of other products for the agriculture sector. Ingredients segment is engaged in the manufacture of bakers’ yeast, bakery ingredients, speciality proteins, enzymes, lipids and yeast extracts. Retail segment is engaged in the buying and merchandising value clothing and accessories through the Primark and Penneys retail chains (More on Reuters).

Here are some Fundamental Figures:

Sales	10.58 Bil
Income	538.00 Mil
Net Profit Margin	5.28%
Return on Equity	10.13%
Debt/Equity Ratio	0.31
Revenue/Share	13.43
Earnings/Share	0.68
Book Value/Share	6.94
Dividend Rate	24.1
Dividend Yield	2.25%
Payout Ratio	35.00%

Here are some Pricing Figures:

Price/Earnings	15.7
Price/Book	1.57
Price/Sales	0.82
Price/Cash Flow	9
Dividend Yield %	2.25

Here are some Trading Figures:

Previous Close	1,090
Open	1,080.00
Day's High	1,082.00
Day's Low	1,061
Volume	969,443
Avg Daily Vol (13 Wks)	1.22 Mil
Bid	940
Bid Size	5,000
Ask	112500
Ask Size	57000
52-Wk High	119700
52-Wk Low	917

Sales and Income of Associated British Foods (Click to enlarge)

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