Earnings for Standard & Poor’s 500 companies appear to have fallen for a fifth consecutive quarter in the three months through June, but earnings grew in half of the sectors, including industrials, health care, technology, and consumer discretionary, and would have grown overall without the downward pull of the energy sector.
The six companies that follow have steadily grown their earnings in recent years and are expected to do so in coming ones. They pay dividends and trade at discounts to the market. They don’t sell packaged food, tobacco, booze, or power, but their statistical profiles resemble companies that do.
These are the results....
Showing posts with label HBI. Show all posts
Showing posts with label HBI. Show all posts
Is Traditional Apparel Retailing A Buying Opportunity?
Given the recent negative performance of many apparel retailers and some calls that traditional apparel retailing is dead, we are addressing our thoughts on these issues and discussing which subsectors and companies we see as positioned best for long-term success.
In our opinion, there has been a secular shift in apparel retailing that is a persistent force.
We believe the current trend toward value over brand is here to stay. Unless a product can perform notably better than the competition (keep you warmer, keep you drier, perform better in athletic situations), consumers appear unwilling to pay a premium simply to own a brand.
We also think that shifts in wallet share are here to stay, with experience (travel, restaurants) valued over apparel, and other costs--including healthcare, education, and housing--rising in share.
Finally, we think the shift in distribution channel toward digital will persist.
As a result, we agree that apparel retail growth is not likely to return to historical levels. Having acknowledged that, we do believe that we are at a low point in the apparel retail cycle and there is future upside.
We do not believe brick-and-mortar apparel retailing is dead; however, it will look much different in the future. We think there is a place for stores where consumers can touch fabrics, try sizes, and see fit.
However, the apparel industry has experienced much self-inflicted near-term malaise. Many management teams have been overly optimistic regarding inventory levels and have not converted to more modern, responsive supply chains.
This has resulted in a highly promotional retail environment that has forced even well-run companies to discount to remain competitive. Also, we think we are nearing the end of the athleisure fashion trend.
With consumers having enough skinny and yoga pants to clothe themselves for a while and no new fashion must-haves, nothing is driving discretionary purchases.
Check out a summary of the big fishes in traditional retailing:
In our opinion, there has been a secular shift in apparel retailing that is a persistent force.
We believe the current trend toward value over brand is here to stay. Unless a product can perform notably better than the competition (keep you warmer, keep you drier, perform better in athletic situations), consumers appear unwilling to pay a premium simply to own a brand.
We also think that shifts in wallet share are here to stay, with experience (travel, restaurants) valued over apparel, and other costs--including healthcare, education, and housing--rising in share.
Finally, we think the shift in distribution channel toward digital will persist.
As a result, we agree that apparel retail growth is not likely to return to historical levels. Having acknowledged that, we do believe that we are at a low point in the apparel retail cycle and there is future upside.
We do not believe brick-and-mortar apparel retailing is dead; however, it will look much different in the future. We think there is a place for stores where consumers can touch fabrics, try sizes, and see fit.
However, the apparel industry has experienced much self-inflicted near-term malaise. Many management teams have been overly optimistic regarding inventory levels and have not converted to more modern, responsive supply chains.
This has resulted in a highly promotional retail environment that has forced even well-run companies to discount to remain competitive. Also, we think we are nearing the end of the athleisure fashion trend.
With consumers having enough skinny and yoga pants to clothe themselves for a while and no new fashion must-haves, nothing is driving discretionary purchases.
Check out a summary of the big fishes in traditional retailing:
16 Large Caps With Skyrocket Dividends
Dividend growth is important, no discussion about that. Many analysts and investors say that a fast growing dividend is a result of a rosy business which runs very well.
Others research studies say that high dividend raiser perform better than the market.
However, I like to show you which large capitalized stocks increased their dividends over the past year at the highest rate, more than 50 percent.
Purchasing high growth is better than buying high yielding stocks. A list Dividend Aristocrats with the fastest dividend growth rates can be found here: 10 Dividend Aristocrats With The Highest Possibility To Grow Dividends At The Fastest Pace...
You can find the full list at the end of this post. I hope you get some new inspirations which help you to structure your investments. Thank you for reading and commenting.
If you would like to receive more dividend stock ideas, you should subscribe to my free e-mail list. Alternatively, you can follow me on Facebook or Twitter.
These are my favorite stocks...
Others research studies say that high dividend raiser perform better than the market.
However, I like to show you which large capitalized stocks increased their dividends over the past year at the highest rate, more than 50 percent.
Purchasing high growth is better than buying high yielding stocks. A list Dividend Aristocrats with the fastest dividend growth rates can be found here: 10 Dividend Aristocrats With The Highest Possibility To Grow Dividends At The Fastest Pace...
You can find the full list at the end of this post. I hope you get some new inspirations which help you to structure your investments. Thank you for reading and commenting.
If you would like to receive more dividend stock ideas, you should subscribe to my free e-mail list. Alternatively, you can follow me on Facebook or Twitter.
These are my favorite stocks...
Ex-Dividend Stocks: Best Dividend Paying Shares On August 09, 2013
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 payment dates can be found here: Ex-Dividend Stocks August 09,
2013. In total, 2 stocks go ex dividend
- of which none yield more than 3 percent. The average yield amounts to 1.75%.
Labels:
Dividends,
EBTC,
Ex-Div Date,
HBI
Consumer Goods Stocks With Highest YTD Performance And Cheap Price Ratios
Consumer goods dividend stocks with highest year-to-date
performance originally published at long-term-investments.blogspot.com. Consumer dividend stocks
are my favorite investments when I think about how to make money on the stock market.
I prefer those stocks because of the low cyclic they have. Most of them
generate stable cash flows and pay good dividends as well as buy own shares
back. Not to forget: They still have possibilities to grow in a developed
market.
Today I would close my monthly screening serial
of the best performing dividend stocks from several sectors with the consumer
goods sector. These are the latest articles of the serial:
The 20 best performing dividend stocks from the consumer sector with a
market capitalization over USD 200 million gained from 44.89 percent to 112.16
percent this year. The best performing non dividend paying stock is more an
industrial stock than a consumer company. It’s the electric vehicle producer
Tesla. The company’s stock price quadrupled since the start of the year. The
top dividend payer is the multi-marketing level company Nu Skin Enterprises.
Despite the strong stock price increase, 16 of
the top 20 performing sector dividend stocks still have a buy or better rating.
Ex-Dividend Stocks: Best Dividend Paying Shares On May 16, 2013
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 payment dates can be found here: Ex-Dividend Stocks May 16,
2013. In total, 22 stocks and
preferred shares go ex dividend - of which 9 yield more than 3 percent. The
average yield amounts to 4.43%.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
Seaspan
Corp.
|
1.45B
|
28.52
|
1.15
|
2.19
|
5.48%
|
|
Giant
Interactive Group
|
1.92B
|
11.96
|
3.73
|
5.47
|
5.24%
|
|
Select
Medical Holdings
|
1.15B
|
8.22
|
1.55
|
0.39
|
4.87%
|
|
Atmos
Energy Corporation
|
4.02B
|
17.22
|
1.58
|
1.17
|
3.15%
|
|
PartnerRe
Ltd.
|
5.32B
|
6.15
|
0.78
|
0.96
|
2.75%
|
|
Teva
Pharmaceutical Industries
|
37.56B
|
17.77
|
1.49
|
1.85
|
2.74%
|
|
Deluxe
Corp.
|
1.99B
|
11.62
|
4.27
|
1.30
|
2.56%
|
|
Honeywell
International Inc.
|
62.28B
|
20.45
|
4.63
|
1.65
|
2.07%
|
|
Ryder
System, Inc.
|
3.20B
|
15.31
|
2.14
|
0.51
|
2.01%
|
|
Snap-on
Inc.
|
5.33B
|
16.91
|
2.91
|
1.81
|
1.66%
|
|
Hanesbrands
Inc.
|
5.01B
|
16.61
|
5.28
|
1.11
|
1.57%
|
|
Bunge
Limited
|
10.61B
|
28.75
|
0.93
|
0.17
|
1.50%
|
|
FLIR
Systems, Inc.
|
3.50B
|
16.34
|
2.35
|
2.49
|
1.46%
|
|
Moody's
Corp.
|
14.86B
|
21.44
|
32.53
|
5.28
|
1.20%
|
|
Watts
Water Technologies
|
1.66B
|
23.55
|
1.77
|
1.15
|
1.11%
|
|
Woodward,
Inc.
|
2.54B
|
17.91
|
2.38
|
1.35
|
0.87%
|
|
Tractor
Supply Company
|
8.00B
|
29.63
|
7.74
|
1.69
|
0.70%
|
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