The Cheapest Basic Material Dividend Stocks | 20 Low Priced Raw Material Shares

Basic material dividend stocks with low forward P/E’s originally published at "long-term-investments.blogspot.com". Yesterday I read an interesting article about the valuation of the market. We got a gaining momentum. This year alone, the market rose around 15 percent and nobody scares this. The analysts from Bloomberg attempted to compare the situation with the second half of the 90ies where stocks started to boost until they burst. Historically we named this burst the technology bubble 2000.

The analyst wrote that the current valuation is still 28 below the mid 90ies. The market is not cheap but not expensive. Other investors talk about a reasonable pricing. They trust the market environment and the FED stimulus and they pay finally the high price.

I’m a long-term growth investor and I’ve also realized that most of the high-quality stocks are too expensive to get a good return. With P/E’s of 20 you will definitely make no greater return. Sure, it could be possible that your investment got a 30 P/E in five years or so but that’s not investing, it’s speculation.

As you might have seen, I started more screens with cheap price ratios as variables. I still try to seek the cheapest opportunities from the market, but there are only a dozen from each sector. Today I like to discover some ideas from the basic material sector. I’m focused on large caps in my screen.

Basic material stocks are still very cheap. The 20 stocks with lowest valuation can be purchased for a multiple between 4 and 9 of expected earnings. That’s very low compared to my other screens. But you should also know that valuation is a question of belief – Do you trust the earnings forecasts?

Great Britain’s Best Yielding Large Cap ADRs With Cheap Price Ratios

Large capitalized stocks from the United Kingdom with low forward P/E’s and good dividends originally published at "long-term-investments.blogspot.com". 

I’ve started a new series of screens on my blog. The best yielding large cap stocks from foreign countries with cheap price ratios. The results from Asia and Latin America were inspirational for me but when I look deeper into the results, I realize that I could not build a deeper relationship to them. They are too far away from my research and their products and services are really unknown for me.

Today I like to come back to the core industrialized countries by screening stocks from the United Kingdom with an U.S. listing. A full list of the best yielding stocks from the FTSE can also be found in my weekly published E-Book “Dividend Weekly”.

My criteria are still the same: A market capitalization over USD 10 billion with a low forward P/E of less than 15. Finally, the dividend yield should be positive. In total, 16 of 38 U.K. stocks fulfilled these criteria. Thirteen companies have a current buy or better rating.

5 Dividend Stocks With Rising Yield

The dividend yield is a very important metric that is used by investors while evaluating dividend stocks to buy. When you purchase a stock to add it in your dividend portfolio, you must look for the current yield. It's more than just a purchasing indicator. The dividend yield is calculated by dividing the current annualized dividend payout per share by current stock price. It's helpful to determine the entrance price and the exit price when the times come.

Here are the five dividend stocks that continuously raising their dividend yield.

Century Link (NYSE: CTL) –

Century Link, Inc. is a multinational communications company. It provides communications and data services to residential, business, governmental and wholesale customers and also long distance services. Its approximately 45% of total employees are represented by two labor unions. The company’s segments include Regional markets, Business markets, Wholesale markets and Savvies operations.

The company has a market capitalization of 22.75 Billion, EPS is 1.25, P/E ratio is 29.15 and the dividend yield is 5.95 percent at the annual dividend payout of 0.54.

Verizon Communications (NYSE: VZ) –

Verizon Communication Inc. is a holding company which provides communications, information and entertainment products and services to its consumers, business and governmental agencies. The company has two segments: Verizon Wireless and Wireline. Verizon Wireless segment include wireless voice and data services and equipment sales which are provided to consumer across the United States. Wireline segment provides the products and services related to voice, internet access, broadband video and data, internet protocol network services, network access, long distance and other services.

It has a market capitalization of 141.12 Billion, EPS is 0.31, P/E ratio is 159.45 and the dividend yield is currently 4.17 at the annual dividend payout of 0.51.

Ford Motor Company (NYSE: F) –

Ford Motor Company is also known as Ford. This is an American multinational automaker that produces cars and trucks. The company and its subsidiaries also engage in other business, including vehicles. It is operating in two sectors: Automotive and Financial services. The automotive sector includes ford North America, Ford South America, Ford Europe and Ford Asia pacific Africa. The financial services include Ford Motor Credit Company and other financial services.

It has a market capitalization of 50.20 billion, EPS is 1.42, P/E ratio is 8.99 and the current dividend yield is 3.12% at the annual dividend payout of 0.10.

General Electric Company (NYSE: GE) –

General Electric Company is an American multinational diversified technology and financial services company. The company operates in more than 100 countries. Its products and services range are from aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing and industrial products.

General Electric Company has a market capitalization of 239.78 billion, EPS is 1.39, P/E ratio is 16.61 and the dividend yield is 3.30 percent at the annual dividend payout of 0.19.

ENSCO (NYSE: ESV) –

Ensco plc. Is a multinational oil and gas service company and is a provider of offshore contract drilling services to the international oil and gas industry. Its customers are from national and international oil companies. There are 7,000 employees and annual revenue in the $2.3 billion range. The company is publicly traded on the New York Stock Exchange with the symbol ESV.

The company has a market capitalization of 22.05 billion, EPS is 5.24, P/E ratio is 11.22 and the dividend yield is 3.40% at the annual dividend payout of 0.50.

Bottom Line –

These are the top solid stocks that are continuously raising their yields.  A dividend can be paid by any company but the best can grow distributions for every year. Those companies that have a solid history of increasing their dividends each year are a good place to start investing. To start your search for best dividend stocks you should consider P/E ratio, current yield and payout ratio. These will help you to maximize your purchases by investing in value companies.

For more information regarding dividend stocks data you can visit the site Dividend Investor.

77 Top Dividend Growth Stocks | A Full Compilation Of Stocks With Recent Dividend Growth

Stocks with dividend hikes from last week originally published at “long-term-investments.blogspot.com”.

77! That’s the number of stocks and funds which raised dividends last week. It’s the highest amount this year and the highest for several months. 

Dividend growth is often a good sign for a healthy business. Corporate leaders like to give money back that they don’t need for their business. They also expect a strong incoming cash flow.

Yesterday, I started to tweet some of those stocks with recent dividend growth via my @DividendSheet account on twitter. You can also follow me there in order get more dividend stock ideas - quick and short informative with current yield and price-earnings figures. I ever try to limit my thoughts but I cover over 50,000 stocks on the world and a few hundreds of them are very good dividend growth investments.

However, 77 stocks and funds raised dividends last week of which 44 have a dividend growth of more than 10 percent. The average dividend growth amounts to 40.67 percent. Linked is a small list of all companies and funds with some price ratios to compare.

Below the results are 14 High-Yields, stocks with over 5 percent dividend yield. 47 companies have a current buy or better rating.

17 Cheap Growth Stocks From The Basic Material Sector With Current Dividend Payments

Basic material dividend stocks with highest expected growth and low price ratios originally published at "long-term-investments.blogspot.com". Good stocks to buy are hard to find. But what are good stocks?

Good investment indicators

Primarily it’s a question of your investment philosophy or screening criteria. I am focused on dividend stocks with great yields, strong market positions and low limitations to grow. I also invest into stocks with no yields or low dividend payments.

Don’t look at the yield alone

The dividend yield is only an expression and should never be a single investment criterion. I know so many people who only look at the P/E ratio and the dividend yield and argue that the stock is cheap at a P/E below 10. That’s too easy. If the company has no debt, you should look the enterprise value.

Growth is the value driver

More important is growth. If a company doubles every 3 years sales and earnings, it’s normal that the stock is highly valuated. Stock valuation is a very complex area.

Today I like to screen some opportunities from the basic material sector. 595 stocks are available with a relationship to the raw material sector – nearly 300 of them pay dividends. The average sector P/E ratio amounts to 11.08 at a yield of 2.98 percent.

I screened large capitalized stocks with very high expected earnings per share growth for the next five years (over 10 percent) and a low forward P/E ratio of less than 15. Seventeen stocks fulfilled my criteria of which twelve are currently recommended to buy. Two High-Yields are below the results.

20 Of Europe’s Best Recommended Dividend Stocks

Best yielding dividend stocks from Europe with buy rating published at "long-term-investments.blogspot.com". Europe’s roof is on fire due to the debt crises. That was one of the major headlines in the press of the recent year. Sure, the fire still burns but the worst seems to be over.

Europe’s economy still has values. It’s also an export-driven mainland with a GDP of 13,076 billion, the second largest figure in the world. Certainly, the economy is weak, unemployment rates are at a high level of 11.8 percent and growth slows with a contracting GDP growth of -0.6 percent year over year.

But the currency market turns and reaches the highest value since the debt crises was debated. More and more money comes back to Europe mainly because the ECBs easing policy which is one of the most reserved below the leading industrialized national banks.

Europe is not dead and I like to show you the best yielding investment opportunities with a current buy rating and a listing in the United States. 162 companies with headquarter in Europe are listed on an American Stock Exchange. 102 of them pay dividends and 57 have a current buy or better rating. In order to exclude the stocks with a higher risk due to a small business model, I selected only stocks with a market capitalization over USD 10 billion. 41 stocks still remain.

You can find a list of the 20 most recommended stocks below. The list shows that Europe has still completive companies with a dominant market position. I think about Novo Nordisk or Anheuser Bush. Also Deutsche Bank and National Grid are leading players.

Best Basic Material Dividend Stock Buy Picks For 2013

Basic material stocks became popular with the increase in raw material prices due to the strong growth of China from the recent year. Not only directly commodity mining stocks exploded, also supplier of mining equipment started to boom. The basic material sector is a small investment field with around 600 listed companies. I made a list of the best stocks picks for next year. My criteria are:

- 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 10 billion

Nine higher capitalized stocks remained the screening criteria of which eight are currently recommended to buy. The results are dominated by stocks from the oil & gas equipment and services industry. I am not sure if these picks could be the best growth driver for your private wealth. Sure, America is expected to have a current energy boom due to shale gas.

Best Dividend Paying Ex-Dividend Shares On December 06, 2012

The Best Yielding And Biggest Ex-Dividend Stocks Researched By ”long-term-investments.blogspot.com”. 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 December 05, 2012. In total, 31 stocks and preferred shares go ex dividend - of which 14 yield more than 3 percent. The average yield amounts to 3.34%.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company	Ticker	Mcap	P/E	P/B	P/S	Yield
Pepco Holdings, Inc.	POM	4.50B	17.07	1.01	0.87	5.50%
PPL Corporation	PPL	16.80B	10.38	1.50	1.26	4.97%
H&R Block, Inc.	HRB	4.84B	14.75	6.69	1.67	4.48%
SCANA Corp.	SCG	5.96B	14.70	1.47	1.46	4.33%
Leggett & Platt, Incorporated	LEG	3.93B	22.46	2.83	1.06	4.17%
CME Group Inc.	CME	18.22B	12.28	0.84	6.09	3.29%
Principal Financial Group Inc.	PFG	8.12B	11.68	0.83	0.90	3.04%
Occidental Petroleum Corporation	OXY	59.70B	10.12	1.48	2.48	2.93%
Extra Space Storage Inc.	EXR	3.83B	37.11	2.92	9.84	2.81%
The Travelers Companies, Inc.	TRV	26.90B	10.08	1.04	1.05	2.61%
Becton, Dickinson and Company	BDX	15.16B	14.44	3.67	1.97	2.57%
Ensco plc	ESV	13.60B	11.50	1.16	3.22	2.56%
V.F. Corporation	VFC	17.21B	17.34	3.49	1.60	2.23%
Lancaster Colony Corporation	LANC	2.10B	20.75	3.61	1.83	1.97%
HollyFrontier Corporation	HFC	9.17B	5.98	1.59	0.46	1.77%
Nike Inc.	NKE	44.01B	21.23	4.38	1.78	1.72%
Canadian National Railway	CNI	38.66B	14.73	3.39	3.93	1.69%
Kansas City Southern	KSU	8.44B	22.18	2.80	3.84	1.02%
CNO Financial Group, Inc.	CNO	2.09B	14.17	0.40	0.48	0.87%
Nexen Inc.	NXY	12.91B	33.82	1.45	1.91	0.83%

The Best Dividend Paying Stocks From The S&P 500

Best Dividend Paying Stocks From The S&P 500 Index Researched By “long-term-investments.blogspot.com”. The Standard & Poor’s 500 Index is of huge importance for investors and the capital market. The index is one of the most used instruments for the asset allocation and reflects the mood at the market. The index has over USD 5.58 trillion benchmarked, with index assets comprising approximately USD 1.31 trillion of this total. The index includes 500 leading companies in leading industries of the U.S. economy, capturing 75 percent coverage of U.S. equities.

The index also captures the best dividend paying companies in the world. From 500 stocks, 401 pay great dividends and 132 yielding over three percent. I made a small screen of the best dividend paying stocks within the index. I selected stocks with a yield over two percent, an earnings per share growth for the next five years of more than ten percent yearly and an operating margin above 15 percent. In order to get companies with low debt and high potential for growth or dividend hikes, the debt to equity ratio should be under 0.5. Seventeen companies fulfilled my criteria of which thirteen have a buy or better rating.

The Best Stocks With Dividend Growth From Last Week (February 27 - March 04, 2012)

Stocks With Biggest Dividend Hikes From Last Week by Dividend Yield – Stock, Capital, Investment. Here is a current sheet of companies that have announced a dividend increase within the recent week. In total, 34 stocks and funds raised distributions of which 15 have a dividend growth of more than 10 percent. The average dividend growth amounts to 28.32 percent. The biggest hike was announced by North Central Bancshares (FFFD). The NASADQ listed company raised its quarterly dividends from $0.01 to $0.0625, representing a growth of 525 percent.

David Einhorn - Greenlight Capital Q4/2011 Fund Portfolio

David Einhorn - Greenlight Capital Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of David Einhorn’s - Greenlight Capital - portfolio movements as of Q4/2011 (December 31, 2011). In total, he manages 38 stocks with a total portfolio worth of USD 4,804,323,000.

The Best Yielding Dividend Stock Buys From Steven Romick (FPA Crescent Fund)

Best Yielding Stock Buys From Steven Romick By Dividend Yield – Stock Capital, Investment. Here is a current portfolio overview of the best yielding stocks from Steven Romick as of Q4/2011. From his 17 stock holdings he bought pay 13 dividends. He has two high yields and 3 shares yielding above 3 percent.

The Best Yielding Stocks Of Robert L. Rodriguez - FPA Capital Q4/2011 Fund

Robert L. Rodriguez - FPA Capital Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current update of the best yielding dividend stocks form Robert L. Rodriguez - FPA Capital. Rodriguez manages 25 stocks of which all pay dividends and one stock has a yield above 5 percent. Here are his best yielding stocks:

Steven Romick - FPA Crescent Fund Q4-2011 Fund Portfolio

Steven Romick - FPA Crescent Fund Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Steven Romick’s - FPA Crescent Fund - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 44 stocks with a total portfolio worth of USD 4,483,551,000.

Robert L. Rodriguez - FPA Capital Q4-2011 Fund Portfolio

Robert L. Rodriguez - FPA Capital Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert L. Rodriguez - FPA Capital - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 25 stocks with a total portfolio worth of USD 863,604,000.

Strategy:

Since 1984, the Fund has been managed by Robert L. Rodriguez, Director, President, and Chief Investment Officer. Two additional portfolio managers, Dennis M. Bryan and Rikard B. Ekstrand, also assist in portfolio management. Analytical support is provided by Pavan Nagpal and Steven Romick.

This price-driven equity style attempts to exploit market inefficiencies among stocks of smaller companies. Intense research is required to build the high level of knowledge and confidence necessary to realistically evaluate unpopular situations. Great attention is paid to the minimization of potential risk. The disciplined selection process is designed to minimize business risk by applying specific fundamental criteria: strong balance sheets, free cashflow, an understandable and successful business strategy under capable management, and unique business characteristics, which may include proprietary technology or a dominant market position. Qualifying companies have a history of generating high return on equity or demonstrate the potential to do so. FPA's value bias focuses on companies with long-term records; over 70% of holdings have at least 10-year histories.

Research concentrates on economic and market sectors either heavily discounted or simply ignored and involves basic computer screens for balance sheet and return data, the study of industry periodicals and research reports from select Wall Street sources, and in-depth interviews with company principals. Valuation considerations are applied to this list of potential investments, seeking to minimize market risk during the process of accumulation. New purchases are concentrated in companies with relatively low Price/Normalized Earnings, low Price/Pretax Cashflow, low Price/Book Value, low Price/Replacement Value and low Market Cap/Total Revenues. A contrarian outlook allows ownership of companies at prices already reflecting a negative perception by the marketplace. FPA believes this to be a relatively low-risk approach to the smaller cap markets given a reasonable time horizon.

Positions are reduced or eliminated when the basis for investment has been revised, the stock is selling at a significant premium P/E to the market, profitability recovery has been attained, a management disappointment without expectation of recovery has occurred, or a superior alternative value has presented itself.

The fund is generally concentrated, with 25-45 equity holdings and a maximum of 25% in an industry. Convertible securities may occasionally be held as an equity alternative. Historically, the fund has remained substantially invested; however, reserves may increase when opportunities for investment and superior values are lacking. A long-term investment horizon of 3 to 5 years and the patience and perseverance required to hold out-of-favor issues produce low portfolio turnover, with the addition of a limited number of new positions during any given year.

Robert L. Rodriguez’s fund positions as of Q4/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
ESV - ENSCO PLC	10.33	0	$46.92
ARW - Arrow Electronics	9.67	0	$37.41
RDC - Rowan Cos.	9.25	0	$30.33
AVT - Avnet Inc.	8.84	0	$31.09
TRN - Trinity Industries	7.84	0	$30.06
ROSE - Rosetta Resources Inc.	7.81	Reduce 9.40%	$43.50
WDC - Western Digital	7.23	Add 4.85%	$30.95
FL - Foot Locker Inc.	5.01	Reduce 14.50%	$23.84
SIG - Signet Jewelers Ltd.	4.35	0	$43.96
AGP - AMERIGROUP Corp.	3.4	Add 12.12%	$59.08
OSK - Oshkosh Corp.	3.14	Add 1.76%	$21.38
ATW - Atwood Oceanics Inc.	2.9	Reduce 10.01%	$39.79
SM - St. Mary Land & Explor	2.89	Reduce 5.00%	$73.10
NFX - Newfield Exploration	2.82	Add 1.90%	$37.73
BHI - Baker Hughes	2.41	0	$48.64
IDCC - InterDigital Inc.	1.85	Add 303.11%	$43.57
PTEN - Patterson UTI-Energy	1.7	Reduce 37.33%	$19.98
XEC - Cimarex Energy Co.	1.65	0	$61.90
RS - Reliance Steel & Aluminum	1.55	0	$48.69
HP - Helmerich & Payne	1.21	Buy	$58.36
FII - Federated Investors Inc.	1.19	0	$15.15
VECO - Veeco Instruments	1.12	Add 105.98%	$20.80
COG - Cabot Oil & Gas	0.83	0	$75.90
ARRS - Arris Group Inc.	0.76	0	$10.82
DV - DeVRY Inc.	0.24	Buy	$38.45

Related Stock Ticker:

ESV, ARW, RDC, AVT, TRN, ROSE, WDC, FL, SIG, AGP, OSK, ATW, SM, NFX, BHI, IDCC, PTEN, XEC, RS, HP, FII, VECO, COG, ARRS, DV