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Showing posts with label FDO. Show all posts
Showing posts with label FDO. Show all posts

These S&P 500 Stocks Created The Highest Shareholder Return Over The Past 25 Years

The S&P 500 had total returns of 7.2% a year over the last 25 years. At this rate, the S&P 500 doubled investor wealth every 10 years.

Investors often think of dividend stocks as stodgy slow growers that offer current income but little in the way of capital appreciation. This is often not the case.

In fact, if you look at the top 15 dividend stocks of the past 25 years, you'll see that even the worst of them way outperforms the market.

To find the 15 best-performing dividend stocks of the last 25 years, we reviewed the dividend history of all dividend-paying stocks in the S&P 500. Businesses that paid dividends from 1990 through 2015 without missing more than one year were included as dividend stocks.

Here are the 15 best stocks from the large index with the highest total return of the past 25 years.

4 Long-Term Dividend Growth Picks For 2014

Happy new year for all readers! The year 2014 is really fresh and we must look for new stock ideas that could bring us a great return over the year.

This blog discovers primarily dividend growth stocks but has also income in focus. Below are 4 dividend stocks that have grown dividends in the past. Their management is shareholder friendly and has shared their business success with the owner of the company. 


Not enough: The best thing is that they have big potential to boost future dividends. With low payout ratios and high growth rates, these stocks future dividend growth rates will likely double, triple, or even quadruple the rate of inflation for years to come.

4 picks with potential to boost dividends for the year 2014 are....


13 Dividend Aristocrats With Lowest Payout Ratios To Boost Future Dividends

Dividend Aristocrats with low payout ratios and relatively small debt figures originally published at long-term-investments.blogspot.com. Dividend Aristocrats are stocks with a very long dividend growth history. Those stocks raised their dividends over more than 25 consecutive years and being selected by the credit agency Standard & Poor’s. The index covers 54 companies from the national stock exchanges.

Dividend Aristocrats are nice because they have a huge trust base for long-term orientated investors but a past performance also did not mean that the future performance would be the same. Some Dividend Aristocrats are full of debt and they pay dividends at a very high level.

I started an article serial this month about stocks with low debt and dividend payout ratios. I believe that those companies are much better positioned from the financial perspective to boost future dividends. In addition, they have much more capabilities to grow at a faster pace.

Today I would like to introduce you some of the Dividend Aristocrats with the lowest dividend payout ratios on the market. Half of the results have also acceptable or low debt ratios.

Only thirteen stocks have a dividend payout ratio of less than 30 percent of which seven are currently recommended to buy.

18 Services Stocks With Low Debt And Payout Ratios To Boost Future Dividends

Services dividend paying stocks with low payout ratios and relatively small debt figures originally published at long-term-investments.blogspot.com. Today I would like to continue my article serial about low leveraged stocks with small payout ratios. I believe that those stocks can pay higher dividends in the future or they have the ability to grow further without capital increases.

The services sector ha s many corporate stocks with small dividend payouts but the most of the stocks are working with small profit margins or they have a modest capitalization. I decided to look only at stocks with more than $2 billion market capitalization in order to get the best results. My other criteria are still the same: Debt to equity under 0.5 with a dividend payout ratio of less than 20 percent.

Eighteen stocks fulfilled the above mentioned criteria of which ten are currently recommended to buy.

10 Dividend Champions With Very Low Payout Ratios - The Next Big Dividend Grower?

Dividend Champions with low payout ratios and small debt figures originally published at long-term-investments.blogspot.com. Dividend Champions are stocks with a very long history of consecutive dividend hikes. They have achieved to boost dividends year over year for more than 25 years without an interruption.

Only 105 stocks have managed this very important goal for long-term dividend growth investors. I like those stocks but some of them have a really high dividend payout ratio.

Earlier, I talked about the importance of the dividend growth rate and that it would be better to buy lower yielding stocks with a much higher growth rate than stocks with very big yields. Two main criteria for future dividend growth are the debt ratios and dividend payout figures.


This month, I started an article serial about dividend stocks with potential to boost dividends. Today I would like to present you Dividend Champions with the lowest dividend payouts. Only 10 income growth firms have a payout ratio of less than 20 percent. Seven of them are currently recommended to buy.


Most of them are modestly leveraged. Not low but also not too high but the right leverage ratio is also a question of the business model and the strong cash-flow of a corporate as well as the costs for growth.


20 Dividend Champions With Highest Cash Distribution Growth Rates Over The Short-Run

Dividend Champions with the fastest short-term dividend growth originally published at long-term-investments.blogspot.com. A growing dividend is normally a good sign for investors. The corporate shows two characteristics to their owners: Strength and power of a healthy and growing business.

The rate of dividend growth is in this context a great measure to judge the success of a business. A company with a 20 percent dividend growth rate must have a stronger growing underlying business than a corporate with a 3 percent growing dividend. The future looks rosy and the management team is more optimistic to share profits of the company at a high level.

Firms that hike dividends faster than inflation, deliver accelerated growth or maintain growth at a high level, can pass returns to shareholders.

Today I would like to present you the 20 fastest growing dividends from the Dividend Champions list over the short-run. 105 companies are part of the list which is a compilation of stocks with over 25 years of consecutive dividend growth.

And the winners are: Services and industrials. No other sectors have more constituents on the list. It was the best place to be in the past to gain a higher dividend. This is not equal to return or profits.

Bill Ackman’s Highest Yielding Dividend Stock Bets And His Complete Portfolio

Bill Ackman’s latest portfolio transactions and his biggest positions originally published at "long-term-investments.blogspot.com". Some of you might know Bill Ackman because of the phone battle against Carl Icahn on CNBC. He is an activist with around USD 10 billion in assets under management. In his management company “Pershing Square Capital” he has only 10 stock holdings.

As an activist, Ackman tries to increase pressure on the management of a company in order to implement own visions of the company’s future. Nearly half of his positions have voting rights over 10 percent.

His main investment focus is on defensive stocks from the consumer and industrial sector. Around 70 percent of his exposure is related to these two sectors.

Below is a small list of Bill Ackman’s latest Portfolio transactions. He is a lazy guy. Last quarter, he bought only one stock and he needed more than a year to complete his latest 20 transactions.

From his 20 latest transactions are 12 unique positions of which 10 pay dividends. Dividend payments are not in focus of Ackman’s investment strategy. Only one company yields above the 3 percent mark.

The Safest Dividend Aristocrats - 20 Potential Stocks To Beat The Down Going Market

Dividend Aristocrats with lowest beta ratios from the index originally published at "long-term-investments.blogspot.com". 

Dividend Aristocrats are wonderful income growth stocks. They have raised their dividend payments over a period of more than 25 consecutive years and they are selected by the credit rating agency to be a constituent of the popular S&P 500 Dividend Aristocrats index.

Exactly 54 companies are part of the index but some of them are very volatile. They have a bigger risk and you can discover this by the beta ratio. Just in times of a weak and down going market, it’s good to have stocks with a very low beta ratio.

Below is a list of the 20 Dividend Aristocrats with the lowest beta ratio of the index. The ratios are between 0.16 and 0.64. Every stock on the list has a performance which represents roughly 20 to 60 percent of the overall market. In a falling market you will have a performance advantage.

57 Stocks With Dividend Growth From Last Week

Stocks with dividend hikes from last week originally published at “long-term-investments.blogspot.com”. The total number of stocks which announced a dividend hike shrank to 57 over the last week. That’s still a big value compared to figure of the recent months. 

Dividend growth is still a popular source for growing wealth and I discover every weeks the latest growth stocks and publish them in my Dividend Weekly and on my blog.

My favorite pick this week is Colgate. The toothpaste maker hiked its dividends by 9.7 percent. Many stocks from the financial and services sector are on the list. It could be sign for a stronger growth perspective within these areas.

57 stocks and funds raised dividends last week of which 39 have a dividend growth of more than 10 percent. The average dividend growth amounts to 20.04 percent. Linked is a full free list of all companies and funds with some price ratios to compare.

Below the results are 4 High-Yields, stocks with over 5 percent dividend yield. 27 companies have a current buy or better rating.

19 Dividend Aristocrats With Over 10% EPS Forecasts

The best growing Dividend Aristocrats originally published at "long-term-investments.blogspot.com". Dividend Aristocrats are stocks with a very long dividend growth history. They raised cash distributions to shareholders over a period over more than 25 years in a row and being selected by the well-known credit rating agency Standard & Poor’s. Out there are 105 stocks with such a long-term dividend growth buy only 54 are named by S&P.

As you might know, past performance does not mean a great future performance. You shouldn’t think that if your company had a 20 percent growth in the past, your future growth will be in the same range.

It’s more important that you make your own research. Sure it’s very hard to discover future growth rates especially if you are not familiar with the company and industry - You only make a desk research.

But there are also some useful tools like analysts’ predictions. I personally look at the demand and supply developments: If there are big entry barriers for new competitors in a market with steady growing consumer demand, there will be a slowing supply growth which will result in rising prices. That’s a great perspective for an investor like me.


However, today I like to highlight all Dividend Aristocrats with a double-digit earnings forecast for the next five years. Nineteen stocks fulfilled these criteria of which two are yielding over the three percent mark; fifteen are currently recommended to buy.


12 Cheap Dividend Champions With Double-Digit Earnings Growth

Dividend Champions with strongest growth and cheap forward P/E ratios originally published at "long-term-investments.blogspot.com". Some of us like dividend growth and they want invest money into the best long-term growth picks. I also like to make money by holding a passive stake of a well-managed company and see how they create more and more values over the time.

A great source for high-quality stocks are Dividend Champions. Those are stocks with a dividend growth history of 25 or more consecutive years. 105 companies have created such a fantastic trust relationship to their shareholders.


Today I want to highlight the best growth picks with acceptable price ratios. Sure, cheap stocks with high growth don’t exist especially when you are looking for low risk stocks. Something must be wrong. But see this screening results as an informative tool with which you can adjust your own asset allocation and ask yourself if your current holdings with less growth and higher P/Es are worth to buy or hold.


Twelve Dividend Champions fulfilled my criteria of a low forward P/E (less than 15) at double-digit earnings per share forecast for the next five years. The best yielding pick is Walgreen, the leading drug store operator. Eleven of the results are currently recommended to buy. See the table linked and leave a comment below which of the results you would buy or sell.


Cheap Dividend Champions | 20 Stocks With Highest Growth At Low Valuation

Dividend Champions with highest growth at low pricing figures originally published at "long-term-investments.blogspot.com". Many people want to make money by stock trading but most of them fail. I often tell you that you can only make money if you buy stocks at fair prices with attractive financial ratios. To buy stocks at normal prices gives you the possibility to find more investment opportunities at lower risk.

I don’t want the cheapest stocks with the highest yields because there is something wrong with the business model and the market knows it. I prefer stocks with a P/E ratio in the range of 10 to 20 with positive or even high growth rates for the mid-term. Not enough, the business environment should be low volatile and slow changing.

Today I like to focus on the best class of dividend growth stocks, the Dividend Champions league. Those stocks have raised dividends over a period of more than 25 consecutive years. Exactly 105 companies fulfilled these criteria. Below is a nice list of 20 Dividend Champs at low P/E levels (under 15) with the highest earnings per share growth for the next five years.

Cheap or not is often a question of growth. Only two companies have a yield over 3 percent and thirteen are currently recommended to buy now.

My Best Dividend Aristocrat Growth Picks For 2013

Buying high quality stocks at cheap prices is one of the major missions of a successful trader. Many investors failed to implement this strategy. I have also done a lot of loss-trades within the recent years and lost much money. If I accumulate all this money which is now far away at other investors who sold the stocks earlier, I would be a rich man. I learned a lot from it. People should buy some higher valuated companies with a safer business model. I believe that if you realize a return of 5-9 percent plus a final dividend of 1-3 percent, you have done a real good investment.

However, I proceed with my 2013 stock picks. Today, Dividend Aristocrats are in my main focus. Those stocks raised dividends over a period of more than 25 consecutive years and being selected by the credit rating agency Standard & Poor’s.

These are my criteria:

- Forward P/E under 15
- Past 5Y Sales growth over 5 percent
- Earnings per share growth for the next five years over 5 percent
- Operating Margin over 5 percent

Fourteen Dividend Aristocrats fulfilled these criteria of which three yielding above three percent. Nine are currently recommended to buy. Dividend Aristocrats are not as cheap as other potential dividend growth stocks because the market has identified the quality of the stocks. Would you pay a higher price for more quality or do you prefer cheaper stocks with more return potential. Let me know your thoughts below in our comment box.

23 Dividend Growth Stocks With Highest Growth And Strongest Buy Recommendation

Dividend Challengers With High Growth And Buy Rating. Originally Published At “long-term-investments.blogspot.com”. I like dividend growth stocks in the second and third range because they are often not in focus of many mainstream investors and they are often much cheaper than dividend growth stocks from the Dow Jones (e.g. Johnson and Johnson).  The third class of dividend growth stocks is the Dividend Challengers class. Those stocks raised dividends over a period of more than five consecutive years but less than 10 years. One day they could become a big dividend hero like Coca Cola or Procter and Gamble. But which stocks should we buy now?

I made a screen of the 105 Dividend Challengers and implemented two restrictions: The Company should have a current buy or better recommendation and the stock should have positive earnings per share growth for the next five years of more than ten percent yearly. Twenty-three stocks fulfilled these criteria. As you can see, the investment category is full of investment opportunities.

Hurricane Sandy Destroys - These 22 Stocks Benefit Most From The Monster Storm Of The Millenium

The hurricane Sandy is forecasted as one of the worst storms ever. Whatever will happen, the stock market will survive and business goes on. I researched some interesting companies that could earn some extra money due to the after-effects of the storm Sandy. We have classified our results in industries and introduced some of the major leaders. These are the results:


1. Home Improvement
People who lost their homes and mobiles need to repurchase these products. Companies within the home improvement industry should benefit from the hurricane. The major leaders are Home Depot (HD) and Lowe’s (LOW).

2. Dining Restaurants
Humans who have left their homes need to stay away from home at friends or near family members. For a few days, diner restaurants could make some extra profits from this. Starbucks (SBUX), Dunkin Brands (DNKN) and McDonalds (MCD) are basic investments but a bit too big and well diversified that the super storm should have a significant influence.

3. Travel Companies
If people leave their homes, they need to choose a provider if they don’t have an own car. Lodging stocks, auto rents, Airlines, railroads are main benefiters.

4. Insurer
Insurer should make a loss. If the damages are higher than expected, reinsurance companies should be the biggest losers. If the damages are lower than estimated, insurer could benefit, especially some players from the property and casualty insurance industry. Market leader are Berkshire Hathaway (BRK.A, BRK.B), American International (AIG), Travelers (TRV) or even Allstate (ALL). 

5. Consumer Goods
People need to buy extra storage of food, water and batteries. Companies like Procter&Gamble (PG) have a big relationship to the consumer battery industry (Duracell). Otherwise, the company should benefit from replacement buys of flooded goods.

6. Diversified Machinery
Some companies from the diversified machinery industry have products against flooding. Companies like Xylem (XYL) and PentAir (PNR) produce pumps used in dewatering, drainage and other applications.

7. Stores
Grocery and discount stores should benefit from hamster purchases. Wal-Mart (WMT), Family Dollar Stores (FDO), Target (TGT) or Costco Wholesale (COST) are basic investments.

8. Media Companies
People are sitting in front of their media devices like smart phones, radio, television etc. Facebook (FB), News Corp (NWSA), NY Times (NYT) or even CBS Corporation (CBS) should generate a higher attention.

9. General Building
Cement companies like Eagle Materials (EXP), homebuilder, raw material companies should have a special bull market. Companies like Beacon Roofing Supply (BECN) have a great market position.

Whatever will happen, nothing is so bad to make too fast decisions. But an overreaction could give investors a great opportunity for long-term investors. These are my personal favorites to watch:

The 20 Safest Dividend Growth Stocks – A Summary

Dividend Achievers With Low Beta Ratios Researched By “long-term-investments.blogspot.com”. Dividend growth is an investment strategy that works if you have enough time. At the market are 187 stocks with a consecutive dividend growth of more than five years (Dividend Achievers). I made a list of the 20 dividend growth stocks with the lowest beta ratio, in total a value of less than 0.4. Especially in times of crises like the European debt crisis and the slowing China GDP growth, a safe haven strategy should be a wise decision. The low beta ratio shows that the stock is only low correlated with the market. If he goes 10 percent down, the 0.4 beta stock follows the market only by 4 percent.

Below the 20 results are two High-Yields and five with a buy or better recommendation.

17 Of The Safest Dividend Champions With Acceptable P/E Ratios

Cheap And Safe Dividend Champions Researched By Dividend Yield - Stock, Capital, Investment. Dividend Champions are stocks with consecutive dividend hikes of more than 25 years. At the moment are 103 companies available which have fulfilled these dividend growth criteria. At times of ongoing crises (debt burdens in industrialized economies), we should consider stocks with reliable dividends and stable business models at reasonable prices. Let’s make a screen.

I screened all Dividend Champions by the safest stocks (beta ratio below 0.5). Those companies have a volatility which is half as strong the market. In order to get attractive valuated stocks, the P/E ratio should below twenty. Exactly seventeen Dividend Champions fulfilled these criteria of which nine have a dividend yield of more than three percent and eight are currently recommended to buy.

15 Most Profitable Dividend Aristocrats

Dividend Aristocrats With Highest Return On Investment Researched By Dividend Yield - Stock, Capital, Investment. Dividend Aristocrats are stocks with a history of rising dividend of more than 25 years in a row. In addition they are selected and part of the S&P 500 Dividend Aristocrats Index. Dividend Aristocrats have a high reliability but which one is currently the best in terms of profitability?

I screened the 52 Dividend Aristocrats by the highest return on investment (ROI) and observed only the stocks with a return on investment of more than 15 percent. Fifteen companies fulfilled the mentioned criteria of which eight are currently recommended to buy.

21 Dividend Aristocrats With Double-Digit Growth Potential

Best Yielding Dividend Aristocrats With Highest Expected Growth Researched By Dividend Yield - Stock, Capital, Investment. Dividend Aristocrats are stocks with a consecutive dividend growth history of more than 25 years in a row that are selected by the investment information firm McGraw-Hill Companies who creates the Dividend Aristocrats Index. The index measures the performance of 51 large cap, blue chip companies within the S&P 500 that have followed a policy of increasing dividends every year for at least 25 consecutive years. Additional 54 companies with more than 25 years of dividend growth are on the waiting list - They are named Dividend Champions.

I’ve tried to figure out those Dividend Aristocrats with the highest potential in terms of earnings growth. That’s why I screened the investment category by stocks with a five-year average earnings growth of at least 10 percent yearly. 21 companies fulfilled these criteria of which one is a high yield and four yielding over three percent.

Bill Ackman - Pershing Square Capital Management Q4/2011 Portfolio

Bill Ackman - Pershing Square Capital Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Bill Ackman’s - Pershing Square Capital Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 10 stocks with a total portfolio worth of USD 7,765,656,000. Bill made major changes within the recent quarter. He bought Beam (BEAM) and Fortune Brands (FBHS). Finally, he added Canadian Pacific Railway (CP). His biggest sale was Fortune Brands (FO).