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Showing posts with label JCI. Show all posts
Showing posts with label JCI. Show all posts

6 Top Yielding Autoparts Stocks - #MillerIndustries #Autoliv #JohnsonControls #Tenneco

Ticker Company Market Cap P/E P/S P/B Dividend Get the PDF via Mail…
UFAB Unique Fabricating, Inc. 86.21M 15.06 0.49 1.57 7.31% Security Analysis of UFAB
MLR Miller Industries, Inc. 297.18M 10.48 0.48 1.42 2.77% Security Analysis of MLR
JCI Johnson Controls International plc 35.02B 15.4 1.14 1.68 2.75% Security Analysis of JCI
ALV Autoliv, Inc. 8.81B 18.13 0.83 4.3 2.52% Security Analysis of ALV
TEN Tenneco Inc. 2.27B 7.89 0.24 3 2.23% Security Analysis of TEN
PLOW Douglas Dynamics, Inc. 1.08B 13.76 2.22 4.3 2.22% Security Analysis of PLOW

The auto industry is undergoing a period of tremendous disruption as never seen before. 

Influenced by new computer systems, new manufacturing processes and innovative designs, neither vehicles nor auto manufacturing facilities look like they did a decade ago. 

The change is putting tremendous pressure on original equipment manufacturers (OEMs) and auto suppliers to evolve and innovate. Many are changing their business strategies to focus on innovation, rather than production while refining their product offerings to the best that they do. Others are also working more closely with their buyers to be a part of the design-to-market cycle and to make themselves an invaluable supplier. 

Supporting this all is a strong base of digitization to keep up with the pace of change.

9 Stocks That Might Be Interesting For Warren Buffett In Q1/2016

What should investors do when fear rises and the stock market falls? 

The answer is quiet simple:


Invest in high quality dividend paying businesses at reduced prices. Warren Buffett knows this well. It is one of the ways he has grown his fortune to over $60 billion.


Warren Buffett is a great idol and many of us have looked at his portfolio in order to get new ideas and to learn from his investment approach.


Attached you will find a selection of 10 stocks that might be interesting for Warren after the latest market correction.


Maybe you might agree with me or not. The results show some of the best high quality dividend stocks you can catch on the market.


It does not mean that those promise a high return but they could offer more value and stability to your portfolio. 


Here are the results I'm talking about...

10 Stocks With The Longest Dividend Payment History - Over 100 Years

The key to successfully selecting dividend growth stocks is the ability to identify companies that will not only maintain but grow their dividend. 

This week, I screened my dividend growth stocks database for companies with a long-standing pro-dividend culture, exhibited by:

- Paying an uninterrupted dividend more than 115 years
- Increased their dividend for at least the last 20 years

They are presented here in decending rank of how long they have paid a dividend, included also is the first year the dividend was paid:

These Top Dividend Growth Stocks Should Boost Dividends By 15% Next Year

If you want to know what professional investment analysts predict about the best dividend growth stocks, you need to read the latest study from Goldman Sachs. The investment bank created a dividend growth basket of 50 best stocks with potential.

Goldman's Dividend Growth basket consists of 50 stocks with a median expected 2016 dividend yield of 3%. Goldman expects these companies to raise their dividends by an average of 12% in 2016. In comparison, the median S&P 500 stock has an expected dividend yield of 2.2% and an expected median dividend growth of 7% next year.

The basket has a large-cap bias because larger firms are more likely to pay dividends. Investors should use this basket to identify stocks returning cash to shareholders through strong dividend growth and high dividend yields.

Attached are 9 stocks with potential to grow dividends in 2016 by more than 15%. Those stocks have better fundamentals than 40 others in the basket.


These are the results...


12 Stocks With A Fantastic Dividend History But Partly Flat Dividends (Part II)

A growing dividend is the basis for future wealth if they will be paid regular and grown over years.

Dividend growth investors focus on this issue and have strong efforts when selecting a stock.

Recently, I wrote about stocks with a wonderful dividend history but they are not part of the Dividend Champions League due to the fact that they have run its dividends flat for a while.

In my view, it's not a reason why you should not own the company. I've selected a few great names and hope you can find some inpirational ideas.

These are the results....

4 Great Dividend Stocks With Double-Digit Earnings Growth

Long-Term dividend growth investors need to look at the expected earnings growth of a company. The idea is simple: A growing company will also raise dividends if they don't strengthen their dividend policy.

What you also need to do is to observe the current market price of the company. If you pay 20 times of actual sales, you must have a very fast growing and highly profitable busienss to achieve a solid return in the future.

Below, I've compiled 4 stocks with double digit earnings forecasts for the mid-term and solid valuation figures.


These are the results:


5 Cheap Dividend Grower With Buy or Better Rating

I've recently focused my thoughts on dividend growth stocks with a longer history of consecutive dividend hikes.

Today I like to show you those stocks with 5-10 years of dividend growth that are currently recommended to buy. In addition, the stocks should have an estimated earnings growth for the next five years of more than 5 percent as well as a low forward P/E.

20 stocks met my criteria. Attached is a full list of the results. In addition, I've highlighted my five favorites below. Which stocks do you like from the selection?

Here are my 5 favorites...

Money Raiser Of The Week: 7 Top Stocks With Fresh Dividend Growth Or Share Buybacks

Dividend growth and share buybacks are two main activities to increase the potential shareholder value and give money back to their owners. 

I like those transactions because it's a clear signal to investors which get rewarded by taking risk and borrowing money.

There is no free lunch and you might agree with me that each good managed company should raise dividends in order to satisfy investors. 

For sure some companies have no possibility to give money back to the financial market because of slipping sales and margin pressure. My answer: Those stocks are not in focus of my research!

Today I like to highlight stocks that gave investors more money via dividend growth or share buybacks within the recent week. These are some of the biggest companies:

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...

11 Cheap High Beta Consumer Goods Dividend Stocks

Cheap high beta dividend stocks from the consumer goods sector originally published at long-term-investments.blogspot.com. You might know that I really love stocks from the consumer goods sector. They offer a very good risk profile for income seeking investors with a desire for future dividend growth. The problem is that they are also highly valuated. This was one of the reasons why I needed to purchase more and more stocks from other sectors like industrials and healthcare stocks.

I’m not worried about this because with every single stock purchase of other industries and sectors, my diversification rises. The second negative item in terms of consumer good stocks is that most of them are low beta stocks. If you like to make money in a strong upside market, you lose performance with low beta stocks.

This is the reason why I discovered some high beta stocks with attractive valuation figures this month in an article serial. If you are interested, here are the links to the articles:


Back the current screen about high beta consumer dividend stocks. I observed this time large capitalized consumer dividend stocks with a low forward P/E and a beta ratio above one.

My screen produced only eleven results with yields between 0.71 percent and 2.58 percent. Nearly all of them (10 stocks) have a current buy or better rating by brokerage firms.

Ex-Dividend Stocks: Best Dividend Paying Shares On June 05, 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 June 05, 2013. In total, 63 stocks and preferred shares go ex dividend - of which 63 yield more than 3 percent. The average yield amounts to 2.80%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Public Service Enterprise Group
16.74B
15.25
1.53
1.73
4.35%
Dominion Resources, Inc.
D
32.09B
97.46
2.89
2.44
4.05%
Williams Companies, Inc.
23.86B
37.99
4.97
3.28
4.03%
Waste Management, Inc.
19.44B
23.78
3.04
1.42
3.51%
Kimberly-Clark Corporation
37.19B
21.02
7.92
1.76
3.35%
Pepsico, Inc.
125.88B
20.87
5.63
1.92
2.79%
Baxter International Inc.
38.17B
16.97
5.49
2.68
2.78%
Genuine Parts Company
12.01B
18.72
3.92
0.92
2.77%
SLM Corporation
10.64B
9.74
2.07
1.67
2.50%
Limited Brands, Inc.
14.67B
19.51
-
1.39
2.37%
Coach, Inc.
16.45B
15.82
7.34
3.28
2.31%
Coca-Cola Enterprises Inc.
10.24B
17.63
4.53
1.27
2.14%
Northern Trust Corporation
13.97B
20.63
1.84
11.32
2.12%
Praxair Inc.
34.16B
20.89
5.54
3.03
2.08%
Johnson Controls Inc.
25.70B
28.21
2.18
0.61
2.03%
Becton, Dickinson and Company
19.27B
17.65
4.20
2.46
2.00%
WPP plc
21.70B
17.97
1.95
1.38
1.63%
Canadian National Railway
43.50B
18.80
4.05
4.50
1.63%
China Life Insurance Co. Ltd.
73.15B
28.76
1.93
1.19
0.87%
McKesson Corporation
25.55B
20.17
3.62
0.21
0.71%

20 Cheapest Consumer Dividend Stocks

Consumer dividend stocks with cheap price ratios originally published at "long-term-investments.blogspot.com". 

I love consumer dividend stocks. Nearly 60 percent of my own stock allocation have a relationship to the sector. For sure they also had a very low performance compared to other stocks but they give me stability and trust to invest bigger amounts of money into the stock markt.

A few years before, I purchased consumer stocks for an average yield of 3.5 percent. Today the sector has a yield of 2.78 percent despite the fact that most of the consumer stocks raised year over year their dividends. Consumer stocks getting more and more expensive and the only core reason for this development is the expansive monetary policy.


Today I like to go forward with my monthly screens of the cheapest dividend stocks measured by the lowest forward P/E. The 20 cheapest stocks with a higher market capitalization are valuated between 7.8 and 12.5. Only one High-Yield is part of the results. Nearly all companies, 17 in total, are currently recommended to buy.


Ex-Dividend Stocks: Best Dividend Paying Shares On March 06, 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 March 06, 2013. In total, 50 stocks and preferred shares go ex dividend - of which 17 yield more than 3 percent. The average yield amounts to 2.74%.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Reynolds American Inc.
24.36B
19.67
4.64
2.93
5.36%
PPL Corporation
18.01B
11.85
1.72
1.47
4.73%
Public Service Enterprise Group
16.80B
13.23
1.56
1.72
4.34%
Williams Companies, Inc.
22.88B
28.69
6.81
3.04
4.05%
Ventas, Inc.
20.91B
69.52
2.27
8.41
3.74%
Rio Tinto plc
93.27B
-
1.99
1.83
3.70%
BHP Billiton plc
165.12B
17.23
0.98
2.47
3.68%
Occidental Petroleum Corporation
65.76B
11.21
1.63
2.73
3.14%
Kimberly-Clark Corporation
36.84B
21.50
7.42
1.75
3.11%
BHP Billiton Ltd.
195.97B
20.45
1.77
2.93
3.10%
Genuine Parts Company
11.15B
17.38
3.73
0.86
2.99%
CME Group Inc.
20.30B
22.55
0.95
6.96
2.96%
Automatic Data Processing, Inc.
29.99B
22.16
4.69
2.74
2.81%
Baxter International Inc.
37.77B
16.51
5.45
2.66
2.60%
Coach, Inc.
13.84B
13.58
6.64
2.81
2.44%
WellPoint Inc.
18.80B
7.60
0.79
0.30
2.43%
Johnson Controls Inc.
21.54B
18.86
1.82
0.51
2.41%
The Travelers Companies, Inc.
30.43B
12.82
1.20
1.18
2.29%
Becton, Dickinson and Company
17.20B
16.00
3.85
2.21
2.23%
Northern Trust Corporation
12.88B
19.16
1.71
10.00
2.23%