While technology does not contain many of the highest-yielding dividend stocks, some of the fastest-growing dividend stocks (both in dividend growth and actual growth) can be found in this dynamic sector.
In fact, many large technology companies are in the sweet spot for dividend growth. That’s because their maturing, cash-rich business models allow for management to spend a little less on research and development, and more on returning capital to shareholders — in the form of rising dividends, of course.
Each of the tech stocks on this list have high Dividend Safety Scores, solid track records of paying higher dividends and healthy outlooks for future dividend growth. In fact, almost all of these businesses have grown their payouts by at least 10% annually in recent years, and one is set to join the elite ranks of the Dividend Aristocrats next year.
In order of yield, here are the 10 best dividend stocks in tech right now.
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label JNPR. Show all posts
Showing posts with label JNPR. Show all posts
My Favorite Dividend Paying Buyback Hero Stocks
As you might know, I am a big fan of dividend growth and stock buybacks. Each action is a shareholder friendly way to give money back to the owner of the company.
Dividends are direct and share buybacks are indirect and more tax efficient. Both activities only make sense if the management team has a clear view about the valuation and growth perspectives or potential of the corporation. If there is an opportunity to grow with low risk, dividends shouldn't be paid in a big way. The same is neccessary for buybacks. There must be a mix of both in balance with growth.
Today I like to share a sheet of interesting stocks with good outstanding buyback programs. I've focused my research on growth and dividends while the valuation level doesn't exceed critical levels.
Here are my results...
6 Potential Stocks To Benefit From A Trump Policy
For deep value investors, the U.S. stock market offers slim pickings. A quick glance at the Russell 1000 Value Index will tell you that large capitalization, U.S., companies are not cheap at a price-to-earnings ratio of 19 times.
The S&P 500 is up almost 2.8% since the beginning of February and up over 8% since Donald Trump was elected President. Consequently, it is important to focus on stocks with two characteristics: an attractive relative valuation and sensitivity to policy changes.
The Trump administration has promised to cut corporate regulations and tax rates, and engage in massive fiscal stimulus. Assuming those policy changes can be implemented they are naturally bullish for the stock market. The key is to find companies that are likely to be benefit asymmetrically for those policy changes and which do not already carry unreasonable valuations.
Attached you will find a couple of stocks that might be interesting in this enviroment. I run a screen with a main focus on valuation and growth.
These were my results...maybe you agree. There are some names on the list that are not popular but might be interesting in terms of free cash flow.
Here are the results...
The S&P 500 is up almost 2.8% since the beginning of February and up over 8% since Donald Trump was elected President. Consequently, it is important to focus on stocks with two characteristics: an attractive relative valuation and sensitivity to policy changes.
The Trump administration has promised to cut corporate regulations and tax rates, and engage in massive fiscal stimulus. Assuming those policy changes can be implemented they are naturally bullish for the stock market. The key is to find companies that are likely to be benefit asymmetrically for those policy changes and which do not already carry unreasonable valuations.
Attached you will find a couple of stocks that might be interesting in this enviroment. I run a screen with a main focus on valuation and growth.
These were my results...maybe you agree. There are some names on the list that are not popular but might be interesting in terms of free cash flow.
Here are the results...
12 Dividend Growth Stocks To Create A High Shareholder Return
Dividends offer a number of key advantages for investors. The most obvious is that they can help hedge against inevitable stock market corrections. However, dividends also act as a beacon to attract investors to high-quality companies.
A company would more than likely not issue a quarterly dividend and share a percentage of its profits with investors if it didn't believe those profits were sustainable, or could grow, over the long-term. Lastly, dividends can be reinvested back into more shares of dividend stock, thus leading to a process known as compounding where you wind up with successively more shares of stock and bigger dividend payouts in a repeating cycle.
Today I like to introduce a few dividend paying stocks with potential to give you more than 7 percent per year.
These are my ideas....
18 Fast Growing Dividend Jewels You Should Consider
The news is that those effects are limited. The big cake is still in America and the rest of the world. That’s also one reason why I want to screen the domestic market by stocks which are less affected by currency fluctuations.
I like high margin companies that are big enough to finance its own growth without taking debt or issuing shares.
Finally, shareholders should get a decent amount of money as compensation for their risk and rental for their money.
Today’s stock market screen tries to capture this issue in a special way.
Here are my criteria:
- Market Capitalization over USD 2 Billion
- Positive Dividend Yield
- EPS to Grow By More Than 10% for The Next Half Decade
- Debt/Equity Under 0.5
- Operating Margin over 15%
- Positive Return on Assets
- Forward P/E under 15
Exactly eighteen stocks fulfilled the above mentioned criteria of which five paying dividends over 3 percent.
16 of the results are currently recommended to buy.
These are my five favorites from the screening results...
19 Dividend Stocks With A Cash Return Yield Over 10%
Dividends and share buybacks help increase value for people holding a stock, and there's a lot of money to be had as companies shovel record amounts of cash back to shareholders.
We recognize activist investors often agitate for firms to return excess cash to shareholders via buybacks. However, while repurchases may lift share prices in the near term, they are a questionable use of cash at the current time when the median S&P 500 multiple is so high. In our view, acquisitions – particularly in the form of stock deals – represent a more compelling strategic use of cash than buybacks given the current stretched valuation of US equities.
I've compiled a list of the top 19 stocks, all with a total cash return yield of more than 10%. Below include how much of the return is from dividends or buybacks. You'll also find a comment about cash returns from company executives on the during their latest quarterly earnings call.
Check out the 19 stocks here...
We recognize activist investors often agitate for firms to return excess cash to shareholders via buybacks. However, while repurchases may lift share prices in the near term, they are a questionable use of cash at the current time when the median S&P 500 multiple is so high. In our view, acquisitions – particularly in the form of stock deals – represent a more compelling strategic use of cash than buybacks given the current stretched valuation of US equities.
I've compiled a list of the top 19 stocks, all with a total cash return yield of more than 10%. Below include how much of the return is from dividends or buybacks. You'll also find a comment about cash returns from company executives on the during their latest quarterly earnings call.
Check out the 19 stocks here...
13 Mispriced Dividend Stocks (Growth To Valuation)
Growth plays an important
role in the market valuation and is often the basic reason for a difference in valuation.
Today I like to
start a discussion by introducing 13 stocks that might be higher priced due
to their growth perspectives. I've compiled the stocks from a market screening
that has a strong focus on future growth and low P/E multiples. In addition, a
solid profit situation and adequate initial yield are essential.
Here are stocks that might have a misleading valuation in terms of price to
growth....
7 Stocks With Current Shareholder Yields Of 15% Or More
A low dividend doesn't mean that the corporate pay low amounts of cash to shareholders. Some companies decided to buy back own shares. The shareholder yield (dividend yield plus buyback yield) is essential and tells the truth.
Today I would like to show you those 7 stocks with the highest shareholder yields. I'm not talking about yields of 5 percent or so. I'm taking the extreme of 15 percent or more. The results came from Goldman Sachs latest Total Cash Return to Shareholders list from April 23, 2015.
These are the top results in detail:
Cisco Systems (CSCO): Position Increase By 44 Percent
I’ve
increased my current stake in Cisco Systems last Friday by 44 percent: I purchased 40
additional shares at $21.28 or $856 total investment cost.
Cisco
yields at 3.2 percent but has only a dividend payout ratio of 33.5 percent. The
company generates over $10 billion free cash flow per year and announced recently to
boost its current share buybackprogramm by $15 billion.
My stake is
down 15.31 percent on average and marked the highest unrealized single trading loss within
the 54 position strong portfolio.
Due to the 44 percent position increase, the current
trading loss shrinks to 11.27 percent but the position size and therefore the
trading risk also rises by a small amount. The overall picture looks still good with a 2.5
percent Cisco portfolio exposure. It’s also the second biggest position behind
IBM.
Cisco
shares should now contribute around 66 bucks per year to the total dividend income
of the portfolio. The full-year estimated dividend income rises to $2,826.
 |
| Latest Portfolio Transactions (Click to enlarge) |
 |
| Latest Portfolio I (Click to enlarge) |
 |
| Latest Portfolio II (Click to enlarge) |
--------------------------------------
For readers
who are new to the matter and my dividend growth philosophy: I funded a virtual
portfolio with 100k on October 04, 2012 with the aim to build a passive income
stream that doubles each five to ten years. I plan to purchase each week one
stock holding until the money is fully invested. The total number of
constituents is expected at 50 – 70 companies and the dividend income should be
at least at $3,000 per year.
--------------------------------------
Stock holdings
of the Passive Income Portfolio are up 10.21 percent on average. Due to the
high cash values over the recent year, the full portfolio performance amounts
to 10.09.
The full portfolio performance is not as good as the values from
major indices like the Dow Jones or S&P 500. Those performed twice as good
as my portfolio. But my strategy is long-term and income orientated. I like to
create an income vehicle that doubles its income each 10 years from alone.
 |
| Latest Portfolio Performance (Click to enlarge) |
Here is the income perspective of the portfolio
|
Sym
|
Name
|
P/E Ratio
|
Dividend Yield
|
Buy
|
# Shrs
|
Income
|
Value
|
|
TRI
|
33.18
|
3.54
|
28.90
|
50
|
$65.00
|
$1,845.50
|
|
|
LMT
|
Lockheed Martin C
|
14.58
|
3.5
|
92.72
|
20
|
$95.60
|
$2,763.80
|
|
INTC
|
Intel Corporation
|
13.12
|
3.71
|
21.27
|
50
|
$45.00
|
$1,241.00
|
|
MCD
|
McDonald's Corpor
|
17.23
|
3.27
|
87.33
|
25
|
$78.00
|
$2,420.00
|
|
WU
|
Western Union Com
|
10.89
|
3.04
|
11.95
|
100
|
$50.00
|
$1,677.00
|
|
PM
|
Philip Morris Int
|
16.23
|
4.13
|
89.76
|
30
|
$105.87
|
$2,574.90
|
|
JNJ
|
Johnson & Johnson
|
20.73
|
2.79
|
69.19
|
20
|
$51.80
|
$1,888.80
|
|
MO
|
Altria Group Inc
|
14.42
|
4.87
|
33.48
|
40
|
$72.00
|
$1,498.40
|
|
SYY
|
Sysco Corporation
|
20.22
|
3.34
|
31.65
|
40
|
$44.80
|
$1,372.40
|
|
DRI
|
Darden Restaurant
|
18.49
|
4.03
|
46.66
|
30
|
$63.00
|
$1,574.40
|
|
CA
|
CA Inc.
|
13.87
|
3.08
|
21.86
|
50
|
$50.00
|
$1,642.50
|
|
PG
|
Procter & Gamble
|
21.01
|
2.86
|
68.72
|
25
|
$59.20
|
$2,113.00
|
|
KRFT
|
Kraft Foods Group
|
17.01
|
3.85
|
44.41
|
40
|
$80.00
|
$2,142.00
|
|
MAT
|
Mattel Inc.
|
19.16
|
3.14
|
36.45
|
40
|
$57.60
|
$1,850.40
|
|
PEP
|
Pepsico Inc. Com
|
19.23
|
2.04
|
70.88
|
20
|
$33.46
|
$1,663.00
|
|
KMB
|
Kimberly-Clark Co
|
21.61
|
2.34
|
86.82
|
15
|
$36.45
|
$1,583.70
|
|
COP
|
ConocoPhillips Co
|
10.84
|
3.81
|
61.06
|
20
|
$52.80
|
$1,415.40
|
|
GIS
|
General Mills In
|
18.83
|
2.83
|
42.13
|
30
|
$42.60
|
$1,545.00
|
|
UL
|
Unilever PLC Comm
|
18.78
|
3.5
|
39.65
|
35
|
$48.83
|
$1,423.10
|
|
NSRGY
|
NESTLE SA REG SHR
|
19.91
|
3.02
|
68.69
|
30
|
$65.31
|
$2,197.20
|
|
GE
|
General Electric
|
19.89
|
2.87
|
23.39
|
65
|
$49.40
|
$1,751.10
|
|
ADP
|
Automatic Data Pr
|
26.71
|
2.22
|
61.65
|
25
|
$43.50
|
$1,991.50
|
|
K
|
Kellogg Company C
|
23.17
|
2.97
|
61.52
|
25
|
$45.00
|
$1,541.00
|
|
KO
|
Coca-Cola Company
|
20.65
|
2.81
|
38.83
|
40
|
$44.80
|
$1,618.40
|
|
RTN
|
Raytheon Company
|
14.81
|
2.5
|
57.04
|
20
|
$43.00
|
$1,733.60
|
|
RCI
|
Rogers Communicat
|
11.97
|
3.8
|
46.5
|
50
|
$84.00
|
$2,245.00
|
|
GPC
|
Genuine Parts Com
|
18.01
|
2.01
|
77.06
|
20
|
$32.22
|
$1,634.40
|
|
TSCDY
|
TESCO PLC SPONS A
|
N/A
|
4.19
|
17.08
|
110
|
$75.79
|
$1,808.40
|
|
APD
|
Air Products and
|
22.74
|
2.6
|
85.71
|
15
|
$41.55
|
$1,642.65
|
|
GSK
|
GlaxoSmithKline P
|
20.59
|
4.61
|
52.16
|
30
|
$72.24
|
$1,579.50
|
|
WMT
|
Wal-Mart Stores
|
15.27
|
1.77
|
79.25
|
20
|
$28.20
|
$1,598.80
|
|
BTI
|
British American
|
15.96
|
4
|
111.13
|
23
|
$96.14
|
$2,413.39
|
|
CHL
|
China Mobile Limi
|
10.73
|
4.09
|
55.32
|
40
|
$89.52
|
$2,200.80
|
|
MMM
|
3M Company Common
|
19.49
|
2
|
110.27
|
15
|
$38.10
|
$1,929.15
|
|
TUP
|
Tupperware Brands
|
19.12
|
2.43
|
80.98
|
15
|
$33.30
|
$1,399.05
|
|
IBM
|
International Bus
|
12.19
|
2.1
|
193.17
|
20
|
$74.00
|
$3,553.40
|
|
HAS
|
Hasbro Inc.
|
24.01
|
2.98
|
44.09
|
30
|
$46.80
|
$1,552.80
|
|
T
|
AT&T Inc.
|
25.07
|
5.26
|
34.47
|
30
|
$54.00
|
$1,035.90
|
|
WAG
|
Walgreen Co. Comm
|
21.92
|
2.1
|
44.25
|
30
|
$35.40
|
$1,701.30
|
|
AFL
|
AFLAC Incorporate
|
10.03
|
2.16
|
59.39
|
20
|
$28.40
|
$1,332.80
|
|
TGT
|
Target Corporatio
|
16.76
|
2.52
|
68.69
|
32
|
$50.56
|
$2,028.16
|
|
CSCO
|
Cisco Systems In
|
11.37
|
2.44
|
23.98
|
130
|
$66.30
|
$2,766.40
|
|
DE
|
Deere & Company C
|
9.34
|
2.35
|
84.11
|
15
|
$29.85
|
$1,279.80
|
|
RGR
|
Sturm Ruger & Co
|
13.77
|
2.92
|
51.65
|
20
|
$42.48
|
$1,435.40
|
|
LO
|
Lorillard Inc Co
|
15.88
|
4.35
|
42.3
|
30
|
$66.00
|
$1,524.00
|
|
UNP
|
Union Pacific Cor
|
17.9
|
1.82
|
154.75
|
8
|
$23.68
|
$1,314.72
|
|
IDA
|
IDACORP Inc. Com
|
15.59
|
3.02
|
47.94
|
20
|
$31.40
|
$1,058.00
|
|
BAX
|
Baxter Internatio
|
16.89
|
2.14
|
66.38
|
20
|
$28.60
|
$1,347.80
|
|
MSFT
|
Microsoft Corpora
|
14.23
|
2.55
|
33.88
|
40
|
$38.80
|
$1,534.40
|
|
ACN
|
Accenture plc. Cl
|
15.36
|
2.3
|
77.71
|
20
|
$34.80
|
$1,510.60
|
|
BCE
|
BCE Inc. Common
|
14.31
|
3.95
|
44.26
|
25
|
$42.98
|
$1,092.50
|
|
VZ
|
Verizon Communica
|
63.68
|
4.24
|
50.31
|
30
|
$62.25
|
$1,484.40
|
|
CVX
|
Chevron Corporati
|
9.9
|
3.22
|
124.03
|
10
|
$39.00
|
$1,222.90
|
|
ORCL
|
Oracle Corporatio
|
14.98
|
1.21
|
35.2
|
40
|
$16.80
|
$1,419.20
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
$2,826.17
|
$93,712.72
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Average Yield
|
3.02%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yield On Cost
|
3.33%
|
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