7 Higher Yielding Large Cap Stocks With Single-Digit Forward P/E's

Long-term investing is important for people who want a higher possibility of big returns. It's clear that you will not make 40% in a day with a solid large cap company.

You need time to get returns but you also need to be careful in terms of the price you pay for your investment. Only at cheap stock prices, you will make a high total return in the years to come.

I recently ran a stock screen to uncover income investments that fit the following criteria:

- Comfortably profitable
- Larger than $1 billion in market value
- Trading for a price-to-earnings ratio of less than 7.5x next year’s earnings
- A dividend yield of more than 3%

A number of companies popped up, including some volatile picks or overseas companies that only pay dividends once or twice a year.

These are the results...

20 Buy Rated Dividend Stocks With Yields Over 8%

One group of investors that has had more than their fill of quantitative easing (QE) is income investors, who rely on investments that pay steady and dependable dividends or distributions that help supplement other sources of income. 

The whole point of QE was to drive down interest rates to make higher risk assets more attractive. 

While that has worked out pretty well for growth stock investors with long time horizons, income and growth and income investors were left with very little to cheer about. 

In the early 2000s, large money center banks were offering certificates of deposit, guaranteed for principal up to $250,000, that yielded anywhere from 5% to 7%. Currently that is in the 2%-plus range.

It's sad but we needed to say goodbye to higher yields with low risks. Today we get only low yields with high risk.

Attached you can find 20 stocks with a buy or better rating that offer you a 8% yield or more.

I've only included those stocks with a market cap over 2 billion in order to avoid the really big risks.

Here are my results....

19 Cheap High-Yielding Large Caps

Income investors with need for a high recurring income should look for stocks with high dividend paying stocks.

Today I like to introduce those companies with a market capitalization over 10 billion that pay dividends over 5 percent yearly. In addition, the companies should have a forward P/E of less than 15.

Only 19 companies do so for the time beeing which you can find in the attached list. That's not much compared to the numbers of the recent years but should a result of the monetary money printing and low interest area.

Here are some of my top picks...

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...

Will the Best Leon Cooperman Picks Please Stand Up?

By guest contributor Insider Monkey author Jake Mann. It’s not uncommon to hear hedge fund managers and other prominent investors sounding off on the economy, companies they’re invested in, or even why they hate Apple. So when Leon Cooperman, the billionaire head of Omega Advisors, was on CNBC earlier this week discussing his favorite stock picks, it would appear that this was rational advice all viewers should pay attention to.

Except it’s not.

According to our research at Insider Monkey, the best opportunity for hedge fund piggybackers to outperform the market lies in the small-cap space. Our newsletter that follows this strategy returned 47.6% in its first year (learn how we did it here), and longer-term returns are equally as promising.

In his interview on CNBC, Cooperman mentioned five of his top value investments: Sprint (S), AIG (AIG), Qualcomm (QCOM), KKR Financial (KFN) and SandRidge Energy (SD). All of these picks are fine and dandy in their own right, but only the last two are actually small-caps. In addition to KKR and SandRidge, Leon Cooperman has a few other small-cap stock picks that you should know about.

Atlas Energy

Atlas Energy (ATLS) is Cooperman’s top small-cap pick, and sits at the seventh largest position in his $6.5 billion equity portfolio. Richard Driehaus and Jim Simons are a couple other names that hold this oil and gas E&P, which is up 45% year-to-date. Shares of Atlas have had such a good 2013 because of a few factors: 1) MLPs have seen rising interest from traditional institutional investors, 2) more ETFs are looking at this space, 3) dividend yields have been growing, and 4) the macro environment for domestic natural gas, oil and NGLs is very bullish.

In addition to the impressive appreciation, Atlas Energy pays a 3.5% dividend yield that has quadrupled since 2011, and the valuation isn’t overblown at an enterprise value 2.3 times its revenue.

Chimera Investment

Chimera Investment (CIM), on the other hand, is a small-cap REIT that has been held by Cooperman since the second quarter of 2012 (see the full history here). Like the mythological origin of its name suggests, Chimera is a multi-faceted REIT that invests in residential MBS and different types of mortgage loans and it breaths quite a bit of fire with a 12% dividend yield.

Although quarterly dividend payments have fluctuated in value, they’ve been consistent in presence, and free cash flow has more than doubled over the past two years. On average, Wall Street expects funds from operations to grow by 5% to 6% a year over the next half-decade, but be aware that FFO has missed analyst targets in four of Chimera’s past five quarters. Even with the volatility, there’s no denying this REIT’s ridiculously attractive yield.

Atlas Pipeline Partners

Keeping Cooperman’s big bet on Atlas Energy in mind, it’s no surprise that the billionaire is also bullish on another MLP affiliated with the company, Atlas Pipeline Partners (APL). The natural gas processor is the 14th largest holding in Cooperman’s equity portfolio, and shares have had a solid year, up 20.8%.

In comparison to Atlas Energy, Atlas Pipeline’s focus as a full-service midstream company has allowed it to generate about twice the cash as its aforementioned ally, and thus, a higher dividend yield. Atlas Pipeline currently offers a yield of 6.5% on its shares and dividend payments have grown in five consecutive years. 

A couple more

We haven’t even discussed KKR and SandRidge yet. The latter is another oil and gas E&P, but unlike some of Cooperman’s other picks in the energy sector, SandRidge does not currently pay a dividend. With earnings growth of more than 40% expected this year alone, however, there’s much more momentum behind any bullish thesis here, and shares are actually pretty cheaply valued at 1.6 times book and a close parity on a price-to-sales basis.

Cooperman has held SandRidge stock since the fourth quarter of 2012 and depending on when he bought in, he could have booked as much as a 15% return so far on his investment.

KKR Financial, meanwhile, sits just inside Leon Cooperman’s 15 largest holdings and offers a whopping dividend yield of 8%. Yes, they’re up only 3.5% over the past year, but shares of KKR Financial are extremely attractive because of their depressed valuation; they trade at less than 7 times forward earnings and a price-to-earnings growth ratio of a mere 0.6. With double-digit annual earnings growth expected over the next five years and positive free cash flow, dividends appear sustainable.

Disclosure: none

16 High Yielding Dividend Stocks With Singe P/E Ratios

High yielding Mid- and Large capitalized dividend stocks with cheap price ratios originally published at long-term-investments.blogspot.com. I often write about stocks with cheap fundamentals, mostly about those with a low forward P/E. I believe that this is a great first step to find good bargains at the stock market.

But you need also a good initial dividend yield if you like to build a passive dividend income to live off.

Today I would like to create a screen which combines both, yield and cheapness at a very high level.

I’m looking for High-Yield dividend stocks with single-digit P/E ratios. In order to limit my screening results, I observed only higher capitalized companies with a market capitalization over USD 2 billion.

Sixteen stocks fulfilled my criteria. Seven of them have a current buy or better rating and fifteen yielding over 10 percent! 

REITs, asset managers and communication stocks are dominating the screen. That’s where you can find the highest dividend yields but the risk is also much higher.

54 Stocks And 4 Funds With A Higher Dividend Payment

Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. I like it to see dividends grow. It’s a very good sign from the company to give money back to stockholders and share corporate profits.

For the time being, we are in a bullish market and the Federal Reserve is flooding the market with cheap money. These are the main forces for the strong stock market. But a growing dividend is not only a sign of a technical reaction, it’s much more. A dividend growth shows normally that the operating business runs well. Last week, 54 stocks and 4 additional funds announced a higher dividend payment. I published all stocks with dividend growth from the recent week in the attached dividend list. In average, stocks from the list of the latest dividend growth stocks have increased their dividend payments by 17.11 percent.

12 Really Cheap Stocks With Extraordinary High Yields - Over 10%

Stocks with very high yields and low price ratios originally published at "long-term-investments.blogspot.com". A good cash return on your in investment is the basis for all dividend investors who want to build up a passive income stream.

If you are focused on low yielding stocks with a yield around the one percent mark, I can tell you that you won’t get a bigger cash return if you have only a few shares. You need higher yielding stocks with a yield of more than five percent or even over 10 percent.

I personally prefer stocks with a yield of 2-3 percent that have a solid growth history and could grow further. In addition, its ever cool when the company has low debt and payout ratios. This gives the company the possibility to hike the next dividends far above the magic 3 percent mark.

However, let’s come back to my daily theme: I like to show the highest yielding stocks with a P/E of less than 15 and a market capitalization over USD 2 billion. Twelve companies fulfilled these criteria of which eight are recommended to buy. Pitney Bowes is the star below the results. Its yield is still over 10 percent but the stock gained nearly 40 percent this year. PBI fights with a changing business environment and investors are more confident about the success of this battle.

11 Cheap Stocks With Unbelievable High Dividends

Stocks with very high yields and low price ratios originally published at "long-term-investments.blogspot.com". Some of my readers often ask themselves what are the highest yielding stocks at the market. When they read articles about the highest dividend paying shares they noticed Pitney Bowes, who is also a S&P 500 member, or Annaly Capital Management.

Both have a double digit yield at a higher market capitalization and investors of the early round have made their first money with these stocks. The market is still in doubt and I am too because I don’t like stocks with a very high yield and huge debt loads. I'm a believer of dividend growth and I like stocks with a yield between 1-2 percent much more when they increase them with a double-digit rate.

PBI has gained 44 percent over the recent quarter and has now a yield below the 10 percent mark but the P/E ratio is still in a single-digit range. Today I like to publish all higher capitalized dividend stocks (over $2 billion market capitalization) with a low P/E ratio (under 15). Eleven stocks fulfilled these criteria of which eight have a buy or better recommendation.

20 Of The Best Dividend Paying Asset Management Stocks

The best dividend paying stocks from the asset management industry originally published at "long-term-investments.blogspot.com". 

Today I like to discover the asset management industry by the best dividend paying stocks. From the industry are 62 companies listed of which 51 pay dividends. All together have a total market capitalization of USD 10 trillion. The average dividend yield amounts to 2.97 percent and the average industry P/E is 23.0. Asset managers are good dividend payers. It's the thirteenth best yielding industry from the financial sector.

Linked is a list of the best dividend paying asset managers with a market capitalization over USD 2 billion and yields above the one percent mark.

Twenty companies remained of which thirteen have a current buy or better rating. On the list are some popular names with dominating leading CEO’s behind. Asset Management is a great people business. Please keep this in mind when you choose stocks from the industry.

10 Stocks With Very High Yields And Expected Earnings Growth

Stocks with over 10% dividend yield and positive earnings growth originally published at "long-term-investments.blogspot.com". Some people believe that a very high yield should help them to boost their dividend income. This may be right for the short-run but a high yield does not guarantee that you will receive the same dividend every year over a long time. Not enough, if your dividend income is not growing you will get poorer because inflation makes the prices of other goods more expensive and your purchasing power sinks.

What you need is a rising dividend income to fight the inflation. Today, I like to screen the market by the highest yielding stocks with growing earnings, expected for the next five years. Sure, these are very rough screening criteria but it’s a first step to get new ideas.

42 stocks matched the mentioned criteria but some of the results have a very low market capitalization. In order to eliminate those risks, I selected only companies with a market capitalization of more than USD 2 billion. Finally, 10 stocks remain of which six have a buy or better recommendation.

Here are my favorite stocks:

If you like to receive more news and regular dividend updates, you should subscribe to my free E-Mail list. Alternative, you can follow me on Facebook or Twitter.

American Capital Agency (NASDAQ:AGNC) has a market capitalization of $11.02 billion. The company generates revenue of $2.109 billion and has a net income of $1.277 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1.453 billion. The EBITDA margin is 68.90 percent (the operating margin is 61.45 percent and the net profit margin 60.55 percent).

Financial Analysis: The total debt represents 76.33 percent of the company’s assets and the total debt in relation to the equity amounts to 703.80 percent. Due to the financial situation, a return on equity of 14.96 percent was realized. Twelve trailing months earnings per share reached a value of $4.41. Last fiscal year, the company paid $5.00 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 7.38, the P/S ratio is 5.27 and the P/B ratio is finally 1.03. The dividend yield amounts to 15.38 percent and the beta ratio has a value of 0.43.

Long-Term Stock History Chart Of American Capital Agency (AGNC)

Long-Term Dividends History of American Capital Agency (AGNC)

Long-Term Dividend Yield History of American Capital Agency (AGNC)

American Capital Agency (NASDAQ:AGNC) has a market capitalization of $11.02 billion. The company generates revenue of $2.109 billion and has a net income of $1.277 billion. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1.453 billion. The EBITDA margin is 68.90 percent (the operating margin is 61.45 percent and the net profit margin 60.55 percent).

Financial Analysis: The total debt represents 76.33 percent of the company’s assets and the total debt in relation to the equity amounts to 703.80 percent. Due to the financial situation, a return on equity of 14.96 percent was realized. Twelve trailing months earnings per share reached a value of $4.41. Last fiscal year, the company paid $5.00 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 7.38, the P/S ratio is 5.27 and the P/B ratio is finally 1.03. The dividend yield amounts to 15.38 percent and the beta ratio has a value of 0.43.

Long-Term Stock History Chart Of American Capital Agency (AGNC)

Long-Term Dividends History of American Capital Agency (AGNC)

Long-Term Dividend Yield History of American Capital Agency (AGNC)

Penn West Petroleum (NYSE:PWE) has a market capitalization of $4.88 billion. The company employs 2,170 people, generates revenue of $2.826 billion and has a net income of $172.93 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $1.922 billion. The EBITDA margin is 68.00 percent (the operating margin is 8.33 percent and the net profit margin 6.12 percent).

Financial Analysis: The total debt represents 18.56 percent of the company’s assets and the total debt in relation to the equity amounts to 30.31 percent. Due to the financial situation, a return on equity of 1.94 percent was realized. Twelve trailing months earnings per share reached a value of $0.37. Last fiscal year, the company paid $1.07 in the form of dividends to shareholders.

Market Valuation: Here are the price ratios of the company: The P/E ratio is 27.63, the P/S ratio is 1.73 and the P/B ratio is finally 0.55. The dividend yield amounts to 10.65 percent and the beta ratio has a value of 1.44.

Long-Term Stock History Chart Of Penn West Petroleum (PWE)

Long-Term Dividends History of Penn West Petroleum (PWE)

Long-Term Dividend Yield History of Penn West Petroleum (PWE)

Take a closer look at the full list of stocks with very high yields and growth. The average P/E ratio amounts to 14.32 and forward P/E ratio is 8.06. The dividend yield has a value of 15.78 percent. Price to book ratio is 1.17 and price to sales ratio 4.06. The operating margin amounts to 4.15 percent and the beta ratio is 1.06. Stocks from the list have an average debt to equity ratio of 3.09.

Here is the full table with some fundamentals (TTM):

Stocks With Over 10% Yield (Click to enlarge)

If you like this list, please give us a Facebook Like, make a tweet or post a comment below!

Related stock ticker symbols:

OZM, VIP, KKR, AGNC, ARR, PT, CIM, PSEC, PGH, PWE

Selected Articles:

· 17 Higher Capitalized Stocks With Really Huge Dividend Yields (Over 10%)

· 13 Of The Best Dividend Paying High Yields

· The Best Dividend Paying Stocks From The S&P 500

· Cheapest Large Caps With Highest Expected Growth As Of August 2012

* I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I receive no compensation to write about any specific stock, sector or theme.

Monthly Yield Fact Book | Yields Dividend Champions | Yields Dividend Contenders | Yields Dividend Kings | High-Yield Large Cap | +10% Yielding Stocks | Dividend Aristocrats |

5 Of The Best Stocks With Dividend Growth From Last Week (Oct 29 – Nov 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, 49 stocks and funds raised dividends of which 24 have a dividend growth of more than 10 percent. The average dividend growth amounts to 19.91 percent. Exactly 19 stocks/funds have a yield over five percent (high yield); 25 above three percent. 35 companies are currently recommended to buy.

The biggest dividend hike came from the beverage and softdrink company Cott (COT) and he savings and loans stock Capital Federal Finl (CFFN). Both increased their dividend distributions by 140 percent.

50 Top Stocks With The Highest Dividend Growth In October 2012

Shares With Highest Dividend Growth by Dividend Yield – Stock, Capital, Investment. Here is a current sheet of companies with fastest dividend growth compared to the previous dividend declaration. The dividend growth is often a good indicator for the financial health of a stock. Companies with a strong increase in dividends judge the future of their company rosy and they want to give money back to shareholders that they don’t need for their business.

In total, the 50 fastest dividend growth companies realized an average dividend growth of 73.09 percent. The average dividend yield of the stocks amounts to 3.29. The P/E ratio is 22.05, P/B 3.41 and P/S finally 4.51.

Five companies had a triple digit-growth and 48 announced a double-digit dividend increase.  90 percent of the ten highest dividend growth stocks came from the financial or services sector.

14 Cheap High Yield Mid Capitalized Stocks

Midcap High Yields With Cheap Forward P/E Ratios Researched by Dividend Yield - Stock, Capital, Investment. Here is a current sheet of stocks with a market capitalization between USD 2 and 9.9 billion (mid capitalized), a dividend yield of more than 5 percent (high yield) as well as a cheap forward price to earnings ratio of less than 10. The screen produced 14 results of which 5 have a double digit yield. Two stocks are recommended with a strong buy by brokerage firms.

Here are my favorite stocks:

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Enerplus (NYSE: ERF) has a market capitalization of $4.28 billion. The company employs 709 people, generates revenues of $1,111.22 million and has a net income of $-177.32 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $214.76 million. Because of these figures, the EBITDA margin is 19.33 percent (operating margin -27.57 percent and the net profit margin finally -15.96 percent).


The total debt representing 13.34 percent of the company’s assets and the total debt in relation to the equity amounts to 22.00 percent. Due to the financial situation, a return on equity of -4.80 percent was realized. Twelve trailing months earnings per share reached a value of $2.57. Last fiscal year, the company paid $2.13 in form of dividends to shareholders.


Here are the price ratios of the company: The P/E ratio is 9.23, Price/Sales 3.86 and Price/Book ratio 1.28. Dividend Yield: 8.88 percent. The beta ratio is 1.20.

Long-Term Stock History Chart Of Enerplus Corp (USA) (Click to enlarge)

Long-Term History of Dividends from Enerplus Corp (USA) (NYSE: ERF) (Click to enlarge)

Long-Term Dividend Yield History of Enerplus Corp (USA) (NYSE: ERF) (Click to enlarge)

Pitney Bowes (NYSE: PBI) has a market capitalization of $3.86 billion. The company employs 30,700 people, generates revenues of $5,425.25 million and has a net income of $328.81 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $951.31 million. Because of these figures, the EBITDA margin is 17.53 percent (operating margin 9.85 percent and the net profit margin finally 6.06 percent).


The total debt representing 50.84 percent of the company’s assets and the total debt in relation to the equity amounts to percent. Due to the financial situation, a return on equity of percent was realized. Twelve trailing months earnings per share reached a value of $1.84. Last fiscal year, the company paid $1.46 in form of dividends to shareholders.


Here are the price ratios of the company: The P/E ratio is 10.50, Price/Sales 0.71 and Price/Book ratio is not calculable. Dividend Yield: 7.66 percent. The beta ratio is 1.03.

Long-Term Stock History Chart Of Pitney Bowes Inc. (Click to enlarge)

Long-Term History of Dividends from Pitney Bowes Inc. (NYSE: PBI) (Click to enlarge)

Long-Term Dividend Yield History of Pitney Bowes Inc. (NYSE: PBI) (Click to enlarge)

Portugal Telecom (NYSE: PT) has a market capitalization of $4.71 billion. The company employs 83,619 people, generates revenues of $4,766.53 million and has a net income of $324.34 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $2,168.81 million. Because of these figures, the EBITDA margin is 45.50 percent (operating margin 11.06 percent and the net profit margin finally 6.80 percent).


The total debt representing 47.50 percent of the company’s assets and the total debt in relation to the equity amounts to 164.06 percent. Due to the financial situation, a return on equity of 3.74 percent was realized. Twelve trailing months earnings per share reached a value of $0.53. Last fiscal year, the company paid $0.02 in form of dividends to shareholders.


Here are the price ratios of the company: The P/E ratio is 10.14, Price/Sales 1.00 and Price/Book ratio 0.84. Dividend Yield: 5.09 percent. The beta ratio is 0.69.

Long-Term Stock History Chart Of Portugal Telecom, SGPS... (Click to enlarge)

Long-Term History of Dividends from Portugal Telecom, SGPS... (NYSE: PT) (Click to enlarge)

Long-Term Dividend Yield History of Portugal Telecom, SGPS... (NYSE: PT) (Click to enlarge)

Veolia Environnement (NYSE: VE) has a market capitalization of $5.52 billion. The company employs 287,043 people, generates revenues of $44,307.93 million and has a net income of $1,116.66 million. The firm’s earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $4,941.35 million. Because of these figures, the EBITDA margin is 11.15 percent (operating margin 6.06 percent and the net profit margin finally 2.52 percent).


The total debt representing 40.98 percent of the company’s assets and the total debt in relation to the equity amounts to 265.00 percent. Due to the financial situation, a return on equity of 7.84 percent was realized. Twelve trailing months earnings per share reached a value of $-0.59. Last fiscal year, the company paid $1.54 in form of dividends to shareholders.


Here are the price ratios of the company: The P/E ratio is not calculable, Price/Sales 0.13 and Price/Book ratio 0.52. Dividend Yield: 15.88 percent. The beta ratio is 1.71.

Long-Term Stock History Chart Of Veolia Environnement (Click to enlarge)

Long-Term History of Dividends from Veolia Environnement (NYSE: VE) (Click to enlarge)

Long-Term Dividend Yield History of Veolia Environnement (NYSE: VE) (Click to enlarge)

Here is the full table with some fundamentals (TTM):

14 Cheap High Yield Mid Capitalized Stocks (Click to enlarge)

Take a closer look at the full table. The average price to earnings ratio (P/E ratio) amounts to 10.77 while the forward price to earnings ratio is 7.69. The dividend yield has a value of 8.59 percent. Price to book ratio is 2.15 and price to sales ratio 3.08. The operating margin amounts to 5.73 percent.

Related stock ticker symbols:

VE, CIM, MFA, HTS, OZM, RNO, ERF, RRD, TEO, PBI, SKM, TNE, PT, KKR

Selected Articles:

· 8 Cheap High Yield Stocks With Buy Or Better Recommendation

· 9 High Yield Stocks With Highest Earnings Growth

· 12 Crises Resistant High Yield Stocks Near 52-Week Highs

· 10 MidCap High Yields With Highest Expected EPS Growth

* I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I receive no compensation to write about any specific stock, sector or theme.