20 Best Consumer Goods Stocks Beyond Procter & Gamble

Procter & Gamble (NYSE: PG) is a titan of the household products industry. The company is nearly 200 years old, worth more than $200 billion, and owns well-known brand names such as Tide, Gillette, and Pampers.

But the company has struggled recently. It's sold off secondary brands like Duracell, Cover Girl, and Zest to cut costs and focus on its core brands. 

Moreover, the company's once-strong pipeline of innovation has yielded little success, and spending on R&D as a percentage of sales is lower than it's been in almost any point in the last 20 years.

The Crest-maker's sales have fallen as it has shed brands, struggled to grow domestic sales, and faced a strengthening dollar. The stock is up 12% this year, but the long term looks challenging.

Here are 20 similar stocks with better prospects than P&G.

20 Quality Buybacks At A Reasonable Price

On one hand, many would argue that the emphasis on share repurchases is merely a sign of the times – the US economy continues to grow (albeit slowly) while corporates enjoy ample balance sheet flexibility in an entirely unprecedented ultralow interest rate environment characterized by the Fed’s ongoing reluctance to raise rates as much of the world’s government debt has moved to negative yields… 

On the other hand, buyback activity near all-time highs could be considered a potential sign that the current Bull Market is approaching its peak. While there is a plausible argument supporting greater share repurchases – return of excess cash in the absence of viable alternative investments – firms have historically exhibited poor timing. 

Management tends to repurchase shares in bull markets when profits are high and balance sheets are flush with cash, while cutting back during recessions (precisely the time they should be buying over the long term).

Here are 20 high quality buyback kings at a reasonable price...

A Solid Portfolio Of Stocks With A Strong Balance Sheet

A Solid Portfolio Of Stocks With A Strong Balance Sheet (click to enlarge)
Source: Goldman Sachs, MarketWatch

This Handful Of Stocks Have Serious Upside Potential In 2016

Equity investors should consider companies with strong balance sheets that will outperform those with weak balance sheets. That's my key investing rule for the next year 2015.

Divergent monetary policies will strengthen the U.S. dollar and benefit some stocks and harm others.

The domestic consumer economy is strong but many industrial companies cite a contraction in business activity.

Growth equities are outperforming value which is a pattern that occurs when economic growth is weak.

Cyclical stocks have lagged sharply led by Energy and Materials but defensive sectors trade at stretched valuations.

As a result, stocks with high sales in the U.S. will outperform those with significant international sales.

Attached you can find 14 stocks that might benefit from the current market environment. Each of the results has a strong balance sheet, growth forecasts above the GDP Growth and margin improvement potential.

Only stocks from the S&P 500 are part of my screen. 

14 dividend paying companies remain. 

Here are the best yielding results...

82 Shareholder Friendly Stocks of the Week

Below are the top dividend growth stocks and share buyback companies of the week. On the list are some pretty good yielding stocks. Big names like Starbucks, Emerson Electric or Honeywell.

AIG, Motorola and Royal Caribbean Cruises are the biggest stocks with a fresh buyback announcement during the past week.

Cheap is a question of growth. A faster growing company can be higher valuated. Only 17 of the stocks have a forward P/E of less than 15.

The 7 Top Dividend Growth Stocks Of the past Week are...

These 6 Dividend Stocks Start To Take-Off

After I've published a few articles about safe dividend stocks and stocks with high cash and low debt ratios, I come back to growth.

Growth is good because it grows the value of your assets too. I ever told that only a growing stock is good but you can only make money with growth stocks if you pay reasonable prices for them.

The market is highly valuated, that's news from the recent quarters and more than true. With P/E multiples above 20, you need high growth to justify this values.

Today, I've created a screen for you that are based on momentum growth. I've discovered stocks with double digit earnings and sales growth.

These are my main criteria:

- Market Cap over $10 billion
- Positive Dividend Yield
- Debt-To-Equity Ratio under 0.5
- 5Y Forecasted Earnings Growth over 5%
- Quarter over Quarter Sales Growth over 10%
- Quarter over Quarter Earnings Growth over 10%
- Only US Home Base

Nineteen stocks fulfilled these criteria of which none yield over 2.5 percent in dividend. That's not much but for growth you can waive a small part of your yield.

Green money should come into your portfolio

6 Top Dividend Momentum Stocks are...

5 Stocks That Warren Buffett Would Love: Part II

Yesterday, I wrote about stocks that Warren Buffett would love. 

I introduced five picks that are often mentioned when analysts talk about potential takeover targets by the guru investor from Omaha.

Today I will continue this stock idea spinning by showing you additional companies that fulfill the following criteria:

- Market Capitalization from $15 Billion to $40 Billion

- Capital Expenditures / Net Fixed Assets under 10%

- 5-Year Average Growth in ROIC in Highest 50%

- P/E Ratio Below Average Company Value in Home Market

- Return on Common Equity over 10%

- Excludes Banks, Brokerages, Asset Managers, Technology, Biotechnology Companies

There are a few stocks available on the market that fulfill these restrictions. Some of those stocks are still in his latest portfolio but there are also many fresh ideas as you might have seen in the first part of this article serial.

Additional 5 stocks that Warren Buffett would love are...

19 Consumer Dividend Stocks With Highest Sector Growth

Consumer dividend stocks with highest expected growth originally published at "long-term-investments.blogspot.com". Growth, that’s the most important factor when you trade stocks and like to make money over the long-run.

Growth is a must have but with rising growth rates, price ratios also go up. You should be careful with stocks that have a P/E ratio over 20 and a huge load of debt.

Today, I like to screen stocks from the consumer goods sector, one of my favorite investment fields. 2/3 of my personal stock holdings have a relation to the consumer area. I love those stocks especially when they are well managed and pay great dividends.

Consumer stocks are normally characterized by low cyclic stocks which produce solid returns on the invested capital. My screening criteria are:

- Positive Dividend Yield

- Market Capitalization over 10 billion

- Relationship to the Consumer Goods Sector

- EPS Growth over 10 Percent for the next 5 Years

Nineteen stocks matched my criteria of which fifteen have a current buy or better ratio. Car maker and supplier of them are dominating the results. Those are also stocks with the highest beta ratios.

Kimberly Clark (KMB): New Stock In My Dividend Yield Passive Income Portfolio

Kimberly Clark (KMB) was my latest choice when I thought about what kind of stock should be the next buy for my Dividend Yield Passive Income Portfolio DYPI. The portfolio has now 16 stocks and was funded virtual with $100,000 on October 03, 2012.

Since the date of funding, I put every Friday one great dividend growth stock into the portfolio. The total purchasing amount was $22,730.35 which gives me a total estimated dividend income of $734.93. Not enough, I like to increase the number of stocks to a total of 50-70 by the end of this year.

Stock acquisitions shouldn’t be a big problem. Sure stocks are not cheap but high quality stocks have a high price and you must pay it. Dividends included, I still have $78,926.55 of free cash to boost my dividend income to a total value of $3,000 - $4,000 per year.

I personally have an annulized five-figure dividend income and made most of my private wealth with dividend growth stocks. One of my trading accounts shows that I have increased my starting capital by the factor of 6.6 over the recent decade. Two-third of my income were capital gains and one-third dividend payments.

What I like to show with the DYPI-Portfolio is that you can make money with dividend stocks in every market situation. All you need is patience, a focus on high quality stocks with a broad diversification and a trustful management as well as a long-term investment horizon.

If you do so, you will make money by stock trading. I am not sure if I should use this word "trading" because it is more a strategy of buy and hold.

Why put I Kimberly-Clark into the DYPI-Portfolio?

First, the company doesn’t appear often on my screens. That show that the company has not yet attractive fundamentals in anyway. KMB is not cheap, the current P/E ratio is at 18.28 and forward P/E is at 15.56. Earnings per share are expected to grow by 6.69 for the next year and 9.37 percent for the upcoming five years.

Earnings and Dividends Of Kimberly-Clark

Past earnings per share growth were possible due to massive stock repurchase programms financed with debt. That’s one of the reasons why I don’t like the company so much as consumer stock. Sure, out there are so many companies with a lower quality but you must know that I talk on highest levels. What I mean is in relation to Coca Cola and Procter & Gamble. That’s the reason for underweighting the stock. The portfolio share of KMB in my DYPI-Portfolio is at 1.3 percent.

What makes Kimberly-Clark?

Kimberly-Clark engages in manufacturing and marketing health care products worldwide. The company operates in four segments: Personal Care, Consumer Tissue, K-C Professional and Other, and Health Care. The Personal Care segment manufactures and markets disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, and related products under the various brand names, including Huggies, Pull-Ups, Little Swimmers, GoodNites, Kotex, Lightdays, Depend, and Poise.

Half of the revenues came from the Americans region, 15.42 percent from Europe, 1.81 percent from Australia and 26.79 percent from Asia.

I bought 15 stocks with a total value of $1,302.30. This buy will give me more stability to my DYPI-Portfolio because KMB is a stock with a very low beta ratio (Beta: 0.3).  

The whole portfolio is 0.82 percent up since the funding date. That is not much because the broad market, measured with the S&P500, increased during the same period 3.08 percent. The Dow Jones was up 1.3 percent.

However, the return is so low because I have still a huge amount of not invested capital. The invested capital gained 3.18 and beat the return of the S&P 500. I ever told that this strategy will underperform if the market goes sharply up. But this not what I like to show. I don't want to teach you how to make fast money and to get quick rich. I like to show you how to make money with solid dividend growth stocks over a long period. This could result in a yearly double-digit return, a performance that I have realized over the recent decade.

Lastest Transactions of the Portfolio (Click to enlarge)

Portfolio Overview (Click to enlarge)

What do you think about the Dividend Yield Passive Income Portfolio? Do you have some stocks? Let me know and share your thoughts in the comment box below.

Sym	Name	P/E Ratio	Dividend Yield		Buy	# Shrs	Income	Value
TRI	Thomson Reuters C	N/A	4.24		28.90	50	$64.00	$1,506.00
LMT	Lockheed Martin C	10.87	4.38		92.72	20	$83.00	$1,879.40
INTC	Intel Corporation	9.89	3.84		21.27	50	$43.50	$1,062.50
MCD	McDonald's Corpor	17.28	3.13		87.33	15	$43.05	$1,383.90
WU	Western Union Com	6.65	3.16		11.95	100	$42.50	$1,341.00
PM	Philip Morris Int	17.82	3.68		85.42	20	$65.58	$1,799.60
JNJ	Johnson & Johnson	23.88	3.29		69.19	20	$48.00	$1,464.60
MO	Altria Group Inc	17.19	5.15		33.48	40	$68.00	$1,330.80
SYY	Sysco Corporation	16.64	3.48		31.65	40	$43.60	$1,258.80
DRI	Darden Restaurant	12.97	4.25		46.66	30	$57.90	$1,361.40
CA	CA Inc.	12.29	4.13		21.86	50	$50.00	$1,228.50
PG	Procter & Gamble	19.41	3.23		68.72	25	$56.20	$1,748.50
KRFT	Kraft Foods Group	14.32	1.07		44.41	40	$20.00	$1,882.04
MAT	Mattel Inc.	15.67	3.28		36.45	40	$49.60	$1,521.20
PEP	Pepsico Inc. Com	19.29	2.94		70.88	20	$42.56	$1,449.60
KMB	Kimberly-Clark Co	18.21	3.43		86.82	15	$44.40	$1,302.30
							$734.93	$23,520.14
							Average Yield	3.12%
							Yield On Cost	3.23%

* Dividend income is calculated on dividend of the recent 4 quarters and provided by yahoo.finance.

Best Dividend Paying Stocks | Ex-Dividend Shares November 28, 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 November 28, 2012. In total, 139 stocks and preferred shares go ex dividend - of which 61 yield more than 3 percent. The average yield amounts to 4.10%. 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
National Grid plc	NGG	41.62B	11.33	2.87	1.92	5.54%
Lorillard, Inc.	LO	15.77B	14.59	-	2.41	5.09%
Dominion Resources, Inc.	D	28.95B	24.47	2.41	2.21	4.17%
Northeast Utilities	NU	11.96B	19.06	1.28	2.11	3.60%
NextEra Energy, Inc.	NEE	28.34B	13.22	1.81	1.92	3.53%
CSX Corp.	CSX	20.64B	11.18	2.29	1.75	2.80%
The Coca-Cola Company	KO	167.57B	19.46	5.05	3.52	2.73%
Magna International, Inc.	MGA	10.62B	7.69	1.16	0.35	2.41%
Time Warner Cable Inc.	TWC	28.09B	13.41	3.71	1.34	2.41%
TE Connectivity Ltd.	TEL	14.82B	12.94	1.86	1.12	2.39%
Barrick Gold Corporation	ABX	35.28B	10.53	1.40	2.49	2.27%
Union Pacific Corporation	UNP	57.33B	15.10	2.94	2.76	2.26%
Time Warner Inc.	TWX	44.05B	17.62	1.47	1.53	2.24%
Dover Corp.	DOV	11.40B	13.75	2.20	1.35	2.20%
The Allstate Corporation	ALL	19.49B	7.65	0.94	0.59	2.18%
Nordstrom Inc.	JWN	10.90B	16.54	5.78	0.93	1.99%
The Goldman Sachs Group	GS	56.83B	11.64	0.77	1.47	1.65%
AngloGold Ashanti Ltd.	AU	12.05B	9.44	2.12	1.79	1.33%
Estee Lauder Companies	EL	22.97B	26.72	7.60	2.35	0.89%
SunTrust Banks	STI	14.66B	8.86	0.72	2.44	0.74%