Over a long time horizon, high-dividend-growth stocks are a lot more likely to keep pace with inflation. Plus, let’s face it — it’s nice getting a raise every year, and that’s exactly what dividend growth stocks do. With every passing year, the amount of cold, hard cash they put in your pocket increases.
But dividends also tell a far more important story. An exceptionally high dividend yield is often a sign of financial distress … and a sign that dividend cuts are a lot more likely than dividend hikes. But dividend growth is a sign of company health. Company boards of directors only vote to raise the payout if they believe a lot more cash will be coming in to replace it.
I don’t have a crystal ball, and I can’t say with 100% certainty which dividend stocks are going to grow their payout the fastest in the years ahead. But by looking at recent dividend growth history gives us a good starting point.
So, today we’re going to take a look at seven stocks that I expect to double their dividends over the next three years. None are what I consider monster dividend yielders today, but all pay a respectable current dividend that promises to get a lot bigger in the years to come.
Here are the results...
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label KMI. Show all posts
Showing posts with label KMI. Show all posts
Warren Buffett Buys And Sells These Stocks Surprisingly
Warren Buffett and his team of portfolio managers listed some 148 positions worth a whopping $147.9 billion in equities in the official Form 13F filing with the Securities and Exchange Commission. This compared to $128.8 billion as of the end of the third quarter of 2016 and $115.46 billion as of December 31.
It is important to understand that some changes are made by Warren Buffett himself, with 14 sub-entities of Berkshire Hathaway in prior filings. Other changes may have come from the likes of newer portfolio managers Ted Weschler and Todd Combs. It appears as though the Buffett portfolio managers have been given much larger investing amounts.
If there is one key takeaway for the 2017 stocks it would be that this was one of the largest changes we have seen in years. New stakes were added and other stakes were grown. Other stakes were cleaned out or decreased.
Attached you will find a small overview of Warren Buffett's latest stock buys and sells during Q4 in 2016...
It is important to understand that some changes are made by Warren Buffett himself, with 14 sub-entities of Berkshire Hathaway in prior filings. Other changes may have come from the likes of newer portfolio managers Ted Weschler and Todd Combs. It appears as though the Buffett portfolio managers have been given much larger investing amounts.
If there is one key takeaway for the 2017 stocks it would be that this was one of the largest changes we have seen in years. New stakes were added and other stakes were grown. Other stakes were cleaned out or decreased.
Attached you will find a small overview of Warren Buffett's latest stock buys and sells during Q4 in 2016...
Warren Buffett's Buys And Sells Surprisingly These Dividend Stocks
Buffett has for years maintained a strict no-dividends policy at Berkshire Hathaway (BRK.A) (BRK.B). The conglomerate has paid only one dividend during his tenure, in 1967, and he has joked that he "must have been in the bathroom" when the decision was made.
"The question is about evaluating Berkshire when it doesn't pay any dividends," the billionaire said in a 1998 lecture at the University of Florida Business School. "And it won't pay dividends, either. That's a promise I can keep. All you get with Berkshire stock is that you can stick it in your safe deposit box, and every year you take it out and fondle it."
While Buffett won't distribute dividends to Berkshire Hathaway shareholders, he has no qualms about collecting them from others. Most of the companies in his investment portfolio make regular dividend payments.
Attached you will find a list of Warren Buffett's latest stock holding buys and sells. Airlines are a major buy on Warren Buffett's shopping list.
For sure, financials, energy and media stocks are also long investment for the investment guru Warren Buffett.
Take a look at Warren Buffett's latest investment buys and sells.
Here are the latest trades...
These Are Warren Buffett’s 5 Top Dividend Stocks
“The Oracle of Omaha” has maintained a strict no-dividend policy at the insurance giant for years. Since 1962, Berkshire has paid out only one distribution to shareholders; Warren Buffett even joked he, “must have been in the bathroom,” when that decision was made.
But while he may be stingy with shareholders, Buffett doesn’t mind collecting dividends himself. Every year, the conglomerate earns billions in distributions.
His portfolio has become a virtual “who’s who” of top dividend stocks.So if you’re looking for yield, you could do worse than skimming through Berkshire’s holdings.
No, the company isn’t a good idea for income investing, but Warren Buffett’s portfolio is filled with some of the best dividend stocks around. Here are five:
These 20 Dividend Stocks Are The Highest-Yielding Holdings In Warren Buffett's Berkshire Hathaway Portfolio
Recently, I showed you the best performing stocks from the big oracle of Omaha, Warren Buffett.
Today, we pulled 20 highest dividend-paying stocks from Buffett's Berkshire Hathaway portfolio, according to the firm's most recent 13F filing, which reflects holdings as of March 31, 2016.
Each comprises has a dividend yield of 1.76% or higher. The highest yielding stocks has a current yield of 5.07 percent and earnings of him should grow by 14.07% over the next five years.
These 20 dividend stocks are some of the highest-yielding holdings in Warren Buffett's Berkshire Hathaway portfolio....
Warren Buffett's 20 Best Performing Stocks Year-To-Date
Even though the overall stock market hasn't made much headway so far in 2016, the Oracle of Omaha has managed to include some solid year-to-date performers within his own holdings, as Buffett recently reported to the SEC on Form 13-F.
In particular, four of Buffett's stocks have given investors strong double-digit returns in 2016, and shareholders want to know if the Buffett magic will continue.
Let's take a look at these 20 best performing top stocks from the Buffett Portfolio Year-to-date...
7 High Yielding Dividend Stocks With Reliable Dividends
But if you’re willing to take some of the ups and downs of the stock market, there is still plenty of income to be found in dividend stocks.
Sure, the S&P 500’s dividend yield is only 2.1% at today’s prices, not a whole lot better than what you’d find in the bond market.
But year to date through March, the stocks making up the S&P 500 collectively boosted their dividend payments by 7.5%.
And dividends had been growing at a healthy double-digit clip for the previous five years. So, while stock prices bounce around a lot more than bond prices, dividend stocks are your best bet if it’s income you’re after.
Attached you can find 7 top yielding stocks with a reliably dividend payment and solid growth you can count on for your asset allocation.
Here are the results....
Warren Buffett's 8 Latest Strategic Stock Movements In Detail
Specifically, it appears that Buffett is betting on a rebound in energy and commodity prices, and is harvesting some of his gains elsewhere.
Attached, at the end of this article, you will find a detailed view on his latest buys and sells.
Dividend stocks are in main focus and you will find a detailed introduction of Warren's latest dividend stock buys and sells of the quarter.
Here are the dividend stocks Warren Buffett bought and sold out during Q4/2015...
20 MLPs To Get Money From Without Filling K-1
For investing purposes, MLPs and LLCs can be a great way to maximize the amount of cash that can be paid to investors, because these organizational structures don't pay income tax, but pass that burden along to those who are invested in it. The same goes for some trust structures.
In other words, because these entities don't pay corporate taxes, the full burden falls on those receiving income from them. This differs from dividend income paid to shareholders by a typical corporation in that regular dividends are taxed as long-term capital gains, while much of the income paid and shown on a Schedule K-1 can be classified as regular income. That means it's taxed at your effective income-tax rate, which is often much higher than the 15% or 20% long-term capital gains rate for corporate dividends.
In summary, a Schedule K-1 issuing entity may be able to pass more income along to you, the investor, but you may end up giving more of it back in taxes than if you'd received regular dividends from a corporation. It really boils down to your tax rate, and how much more income the LLC, MLP, or trust is able to pay.
In order to have less effort with your portfolio allocation and your investment, you could avoid such stocks with K-1 schedules.
Nevertheless, if you like to invest into stocks with a master limited status, you could look at the following list. Each of the stocks are MLP's with status Partnership "C" corporation. Those companies create a classical 1099 Filling and don't send you K-1's.
Here is the list...enjoy it and share it with your social friends...
In other words, because these entities don't pay corporate taxes, the full burden falls on those receiving income from them. This differs from dividend income paid to shareholders by a typical corporation in that regular dividends are taxed as long-term capital gains, while much of the income paid and shown on a Schedule K-1 can be classified as regular income. That means it's taxed at your effective income-tax rate, which is often much higher than the 15% or 20% long-term capital gains rate for corporate dividends.
In summary, a Schedule K-1 issuing entity may be able to pass more income along to you, the investor, but you may end up giving more of it back in taxes than if you'd received regular dividends from a corporation. It really boils down to your tax rate, and how much more income the LLC, MLP, or trust is able to pay.
In order to have less effort with your portfolio allocation and your investment, you could avoid such stocks with K-1 schedules.
Nevertheless, if you like to invest into stocks with a master limited status, you could look at the following list. Each of the stocks are MLP's with status Partnership "C" corporation. Those companies create a classical 1099 Filling and don't send you K-1's.
Here is the list...enjoy it and share it with your social friends...
Warren Buffett's Latest Portfolio Transactions
Warren Buffett is a great investor
and his trade decisions are very important for investors who believe on his
further success.
I also cover the
activities of Warren Buffett. Today I will show you the latest portfolio
movements from the oracle of Omaha.
Warren was lazy
during the latest quarter. He bought only five stocks and reduced four stakes.
Wells Fargo,
Deere, Axalta, Libertay Media and finally Kinder Morgan are the latest buys.
Attached you will also find a list of stocks from his asset allocation.
Here is Warren
Buffett's current portfolio...
13 High-Yield Large Caps From The S&P 500 Stock Index
In fact, most Wall
Street strategists predict that by the end of 2017, the fed funds rate will
only be 2% at the very most. It could be even lower if economic growth slows
down between now and then.
With that scenario
very likely, solid stocks with a big yield will remain in demand. I screened
the S&P 500 index for large cap, blue chip stocks that paid a 5% dividend.
As of now, 13 stocks pay such a high yield of which 5 have also a low forward P/E and 8 a buy or better rating.
As of now, 13 stocks pay such a high yield of which 5 have also a low forward P/E and 8 a buy or better rating.
A major worry for many yield-hungry
investors is that when the Federal Reserve begins raising the federal funds
rate, market prices for any yield-producing investment can come under pressure.
When interest rates rise, the value of an existing bond or preferred stock must adjust itself lower so it has the same yield as a similarly rated new security.
When interest rates rise, the value of an existing bond or preferred stock must adjust itself lower so it has the same yield as a similarly rated new security.
A good advice from me is to avoid
stocks with high debt leverage like REITs. Those stocks are living from an
interest margin that could be destroyed.
Here are the large cap high-yields
from the S&P 500...
40 Stocks With Massive Upside Potential Accordance To Goldman Sachs
Goldman Sachs has recently created
a sheet of stocks with high upside and downside targets. They published a list
with 40 stocks with the highest possibility to create or destroy values.
I've attached the
list. The full article with 40 additional stocks with the most downside
potential can be found on Bloomberg.
Mattel, Wynn and Viacom are the top picks in with dividend payments in pipeline.
There is more
value inside. Just look at the results but beware of the debt loaded stocks.
I'm not a fan of casino stocks like Wynn or LVS. Both are very sensitive in fincial crisis. Here are the results listed....
8 Dividend Stocks To Buy And Hold For The Next 10 Years
I'm not talking about technology stocks. Remeber the AOL-Time-Warner Desaster in 2000? Sure, technology offers value but from the time perspective of now, it's hard to discover who owns the must have technology of the next decade.
To make this list of best stocks, the company should meet the following criteria:
- They must be supported by strong underlying macro trends — economic forces that are powerful and highly predictable.
- They should pay a good current dividend, or we should reasonably expect them to pay one on the very near future.
- They must be reasonably priced with an appropriate margin of safety.
- Paying a dividend of more than 3 percent of its market cap.
These are my results:
How to Retire At The Age Of 40 With Dividends - 10 Helpful Investing Tips From "All About Interest"
I'm
passionate about dividends and share my thoughts about stocks on my blog but
there are also many other bloggers with good ideas.
Most
of them share their personal journey to financial freedom on the internet and
educate people how they grow their passive income with dividend stocks. Their
plan: Retire at the age of 40.
I love those stories and the hard work they do. I'm
also a guy who worked hard for his success. That's the reason why I want to
support them and like to distribute their thoughts to a wider audience.
I
share fresh articles from them on my Twitter and Facebook account. If you like
you can join the conversation there. It’s always great.
Today I'd like to interview a great Blogger who has a nice dividend investing space on the internet, a site calling All About Interest.
Tom: AA Interest, you are a dividend
investor and publishing your journey to a financial independence at the age of
40 on the web. On your blog, you show people your asset structure with a net
worth of $725,000. What are your main growth drivers for your financial freedom
goal?
AA Interest: My main
growth driver is my savings each month that I plow back into investments that
offer passive income streams. These
passive income streams are real estate (rental properties) and dividend growth
stocks.
This passive income is then
added to my savings the following month and put right back to work for me,
causing a compounding, or snowball
effect.
Tom: Out there are so many people who
have the dream to retiree with a high passive dividend income stream. Can you
give them three important tips to follow in order to achieve this aim?
AA Interest: My advice
is simple:
1.) Start investing
as soon as possible
2.) Save as
much as you can each month
3.)
Research your investments
These are
the three biggest factors that will produce your desired retirement amounts:
time, money and rate of return. You need
to know the time you have available for compounding to work its magic. You need to know the amount of money you have
available to invest. You also need to do
your research so you have a good return on your investments.
Tom: Back to stock market financials.
What are the best places to be when you think about putting money into stocks
now; can you tell us something about your recent trades or your current ideas.
AA Interest: Whether the
market is in a bull or bear cycle, I believe there are always companies that
offer a fair value or better. Currently,
I have a large portion of my portfolio in the energy sector.
I'm invested in big names like Chevron,
Conoco Phillips, British Petroleum and Kinder Morgan to name a few. From a p/e standpoint, a lot of these energy
companies offer some of the best values in the market.
They also happen to pay a generous and
growing dividend, usually in excess of 3.5%.
I'm also a fan of companies that generate large amounts of free cash
flow and have little or no debt. A
company like this that I've recently been investing in is Visa.
I also look for short-term, negative
catalysts that can suppress a stock's price. One such company I've been investing in lately is Target.
Shares are trailing the S&P significantly
since the credit card breach and lackluster Canadian results.
However, Target is a dividend champion,
having increased their dividend consecutively for over 47 years! I'm a fan of the company long-term and
believe shares currently offer a good value.
Tom: Final Question: You’ve published a long Watchlist on your Blog. What are your main criteria to
consider a buy? Do you look at P/E multiples, high yields or other ratios?
AA Interest: I actually
laid out a Business Plan so that I could monitor my stock
purchasing like running an actual business. As outlined in this plan, my main criteria to buy are:
1.) At least 90% of all stocks chosen should be in the CCC list,
that is the Champions, Contenders and Challengers list maintained by David
Fish. This list can be found on my Resources tab.
2.) Small-Cap or larger ( >250 million market cap).
3.) 10-year YOC should be 10% or higher (typically using 5-year
CAGR).
4.) Minimum yield of 2.5% (exception can be made as long as target
total portfolio yield holds).
5.) Dividend growth over last 5 years (5-year CAGR) must
be over 4%.
6.) Large moat or competitive advantages.
7.) Sound fundamentals.
These are
the basic rules that I follow. Some of
these rules leave flexibility and some room for being subjective.
For instance, Visa doesn't meet rule number
4. However, since my portfolio average
yield is well above 3.5%, I made an exception.
In a nutshell, I'm looking for companies that pay and raise dividends at
a rate higher than inflation, have a large barrier to entry and are
fundamentally sound. This is why I
consider myself a dividend growth investor.
Tom: Thank you for
your great interview. If you like to follow AA Interest, please visit his Blog
at http://www.allaboutinterest.com.
If
you also like to be interviewed or release a guest article, please contact
us.
Next Week's 20 Top Yielding Large Cap Ex-Dividend Shares
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 week.
In total, 175 stocks go ex dividend
- of which 89 yield more than 3 percent. Here is a full list of all stocks with ex-dividend
date within the current week.
|
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
|
Telefonica
Brasil, S.A.
|
25.37B
|
13.29
|
1.29
|
1.60
|
6.82%
|
|
|
Energy
Transfer Partners LP
|
19.09B
|
30.41
|
1.60
|
0.54
|
6.61%
|
|
|
Kinder
Morgan Energy Partners
|
34.70B
|
25.54
|
2.59
|
3.30
|
6.28%
|
|
|
Cheniere
Energy Partners LP.
|
10.24B
|
-
|
5.66
|
38.30
|
5.48%
|
|
|
ONEOK
Partners, L.P.
|
11.99B
|
21.97
|
2.80
|
1.12
|
5.29%
|
|
|
Southern
Company
|
37.11B
|
21.44
|
2.06
|
2.20
|
4.78%
|
|
|
Plains All American Pipeline, L.P.
|
18.19B
|
19.17
|
2.66
|
0.46
|
4.49%
|
|
|
Kinder
Morgan
|
37.80B
|
37.23
|
2.77
|
2.87
|
4.38%
|
|
|
Telefonica,
S.A.
|
79.56B
|
14.72
|
3.15
|
0.97
|
4.28%
|
|
|
Enterprise
Products Partners LP
|
57.33B
|
23.28
|
4.05
|
1.30
|
4.22%
|
|
|
Bank
of Montreal
|
45.16B
|
11.54
|
1.57
|
3.50
|
4.11%
|
|
|
Energy Transfer Equity, L.P.
|
19.23B
|
51.17
|
12.99
|
0.53
|
3.82%
|
|
|
Paychex,
Inc.
|
15.71B
|
27.22
|
8.98
|
6.67
|
3.26%
|
|
|
The
Clorox Company
|
11.65B
|
20.52
|
79.86
|
2.07
|
3.20%
|
|
|
ConAgra
Foods, Inc.
|
13.36B
|
20.08
|
2.49
|
0.82
|
3.15%
|
|
|
NiSource
Inc.
|
10.09B
|
22.92
|
1.77
|
1.88
|
3.09%
|
|
|
Texas
Instruments Inc.
|
44.37B
|
22.35
|
4.01
|
3.61
|
2.98%
|
|
|
Weyerhaeuser
Co.
|
17.35B
|
28.80
|
2.96
|
2.21
|
2.80%
|
|
|
Norfolk
Southern Corp.
|
27.53B
|
16.17
|
2.70
|
2.52
|
2.37%
|
|
|
Eaton
Corporation
|
33.91B
|
21.64
|
2.20
|
1.77
|
2.35%
|
30 Top Stocks With Dividend Growth From Last Week
Stocks with dividend hikes from last week originally
published at long-term-investments.blogspot.com.
30 companies announced a dividend hike within the recent week. Only six of them
are large capitalized stocks and five are really cheap in terms of a low forward
P/E.
It’s in line with our recognition of rising stock market
multiples. Real cheap stocks are very rare. The most dangerous item are growth expectations.
Growth let earnings multiples grow but you need low multiples with a solid growing
business to make a good return.
The biggest results are Itau Unibanco, Goldman Sachs and
Abbott Laboratories as well.
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