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...
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label MGA. Show all posts
Showing posts with label MGA. Show all posts
20 Cheap High Growth Dividend Stocks
As an income investor, are you skeptical about finding high-quality dividend stocks at a decent price now that the S&P 500 is heading to record highs? Fret not, for you've come to the right place.
Today I like to introduce a few stock ideas that might be interesting for long-term investors with dividend focus and solid growth expectations.
These are my criteria:
Forward P/E under 15
Debt-to-Equity under 1
Payout Ratio Below 100%
Earnings growth expected over 10% yearly for the next five years.
Here are the cheapest results by forward P/E compiled in a list...
Today I like to introduce a few stock ideas that might be interesting for long-term investors with dividend focus and solid growth expectations.
These are my criteria:
Forward P/E under 15
Debt-to-Equity under 1
Payout Ratio Below 100%
Earnings growth expected over 10% yearly for the next five years.
Here are the cheapest results by forward P/E compiled in a list...
20 Undervalued Dividend Stocks With PE's Below 10
The S&P 500 is currently trading near an all-time high, which is making it quite difficult to find companies that are trading on the cheap.
However, if you're willing to turn over a lot of rocks, you'll find that there are still a handful of stocks out there that are trading for dirt-cheap prices.
With dividend stocks hot this year, some market experts are advising investors to be cautious and selective. Identifying companies with room to raise dividends significantly, rather than focusing on finding the highest yields, might be your best way forward.
I've tried to find a couple of undervalued stocks that might not be overbought or overprices. I've selected those stocks with positive earnings growth and single digit P/E's multiples.
Here are the results of my research...
However, if you're willing to turn over a lot of rocks, you'll find that there are still a handful of stocks out there that are trading for dirt-cheap prices.
With dividend stocks hot this year, some market experts are advising investors to be cautious and selective. Identifying companies with room to raise dividends significantly, rather than focusing on finding the highest yields, might be your best way forward.
I've tried to find a couple of undervalued stocks that might not be overbought or overprices. I've selected those stocks with positive earnings growth and single digit P/E's multiples.
Here are the results of my research...
20 Cheapest Large Cap Stocks With Fat Dividends And Low Debt Ratios
De-risk your portfolio with undervalued dividend payers that you can watch grow inside of your portfolio. With the market pulling back again, now is a great time to start adding shares while they’re cheap.
There are a number of stocks that have taken a beating of late, and that’s created some great buying opportunities. There are close to 350 stocks that pay a 2% plus dividend yield and are down 10% in 2016.
However, not all of these dividends are actually “cheap” from a valuation perspective, nor do all have the balance sheets or cash flows to support their dividends.
The key is to be prudent.
Attached you will see a list of the 20 cheapest dividend paying large cap stocks by forward price to earnings ratio. I've only listed those with a market cap over 10 billion with a debt to equity ratio below one. Those are two very essential restrictions to my screen.
As might see, there is a good mix of all sectors: Financials, Industrials, Services, Technology, Healthcare and Utilites.
These are the 20 cheapest dividend paying large caps by forward P/E ratio...
16 Income Growth Stocks With A PEG Below One
But not all growth stocks are created equal: While some could still deliver extraordinary gains, others appear considerably overvalued, and might instead burden investors with hefty losses.
What exactly is a growth stock? Though it's arbitrary, I'll define a growth stock as any company forecast to grow profits by 10% or more annually during the next five years. To decide what's "cheap," I'll use the PEG ratio, which compares a company's price-to-earnings ratio to its future growth rate.
Any figure around or below one could signal a cheap stock. Attached you can find a list of dividend growth stocks with a history of consecutive dividend hikes of more than 5 years and a PEG ratio below one.
Each stock from the list is a Midcap with a market cap over 2 billion. I've tried to exclude all lower capitalized stocks out of the screen in order to keep the big risks away.
In total, there are 16 companies from my high quality dividend stock screen that fulfilled my criteria.
Here is the list of stocks with a PEG ratio below one....
 |
| 16 Income Growth Stocks With A PEG Below One (click to enlarge) |
19 Jason Fieber Stock Holdings I Would Love To Buy Now!
I'm a great fan of Jason Fiber (Dividend Mantra) and his investment philosophy. For me, he is the real Warren Buffett. I also study his investments he makes.
He is a very income focused stock investor with focus on high-quality and growing stock dividends. In addition, he looks for stocks with price appreciation potential. I love to see in which stocks he put his money. Sometimes, we have the same idea at the same time.
As of June 1, 2016, Jason is invested in 98 companies valued at $295,550.27. Please note that daily and monthly market gyrations will obviously skew the figures below and the weights have been rounded up/down accordingly, so the total may not add up to a perfect 100%.
Attached you will find his latest portfolio overview. In order to keep the information on a simple way, I only published his stock holdings weight and current yield of the stock.
Here is his portfolio overview...
He is a very income focused stock investor with focus on high-quality and growing stock dividends. In addition, he looks for stocks with price appreciation potential. I love to see in which stocks he put his money. Sometimes, we have the same idea at the same time.
As of June 1, 2016, Jason is invested in 98 companies valued at $295,550.27. Please note that daily and monthly market gyrations will obviously skew the figures below and the weights have been rounded up/down accordingly, so the total may not add up to a perfect 100%.
Attached you will find his latest portfolio overview. In order to keep the information on a simple way, I only published his stock holdings weight and current yield of the stock.
Here is his portfolio overview...
My Top Stocks From The International Dividend Achievers Index
Dividends help identify well-managed companies; every dividend declaration represents a promise by management and a vote of confidence by the board of directors in the company's leadership.
Companies that consistently raise their dividend payouts also raise the bar on their own performance expectations.
Shares of dividend-paying companies possess built-in value that makes them generally more resilient in down markets, with solid appreciation potential during earnings-driven market upturns — with less price volatility.
That's the theory. In real, there are several indices you can follow in order to discover the best dividend paying stocks.
Very poplular are Dividend Aristocrats and the CCC Lists. But those have in common that they are focussed on national domiciled stocks.
For sure, on an international basis, the number of stocks with a long dividend growth history is very limited. That's the reason why we need to turn down the classic rules of Dividend Growth.
Today I screened the lists of International Dividend Achievers, stocks with more than 5 consecutive years of dividend growth by companies with good looking fundamentals and growth perspectives.
Attached you will find 17 of my top results. The list contains 6 stocks with a yield over 4 percent.
Here are the results...
14 Cheap Large Cap Dividend Stocks You Should Know!
Value investors often use these criteria in order to find cheap stocks.
They also hope that the market will recognize those undervalued asset and buy them until the price reaches the intrinsic value.
Today I like to share a screen of cheap large caps with you. Here are my criteria:
- Positive Dividend Yield
- 5-Year Forward EPS Growth Over 10% Yearly
- Low Forward P/E (Under 15)
- Price To Book Under 2
- Price To Sales Under 1
Fourteen stocks fulfilled the criteria of which two are high-yield stocks. My favorites are Ford, GM, Energy Transfer and CRH. Which stocks do you like?
These are the results from the research...
16 Stocks With Potential To Double Dividends Soon
Dividend stocks can be the foundation of a great retirement portfolio. Dividend payments not only put money in your pocket, which can help hedge against any downward moves in the stock market, but they're usually a sign of a financially sound company. Dividends also give investors a painless opportunity to reinvest in a stock, thus boosting future payouts and compounding gains over time. Yet not all income stocks live up to their full potential.
Utilizing the payout ratio, or the percentage of profits a company returns in the form of a dividend to its shareholders, we can get a good bead on whether a company has room to increase its dividend. Ideally, we like to see healthy payout ratios between 50% and 75%.
Here are three income stocks with payout ratios currently below 50% that could potentially double their dividends within the following years.
Each of the results has fulfilled the following criteria:
- Double Digit EPS Growth For The Next Five Years
- Sales Growth Over 5% Over The Recent Half Decade
- Positive Dividend Payments
- Payout Ratio Below 30%
- Debt/Equity Under 0.2
These are the results...
12 Faster Growing Dividend Stocks With An Attractive Pricing
It is becoming very difficult to find quality investment opportunities that can provide safety through sound valuation, attractive yield and the potential to fight inflation. Most of my recent work has been focused on presenting attractively valued, high quality, higher yielding dividend growth stocks for consideration by retired investors.
Consequently, my primary focus has been on above-average yield, safety and dividend growth. Stated more plainly, my objective was to present high quality income and income growth investments over total return investments.
My quest to find 10 faster growing dividend stocks that were also attractively valued proved challenging. As I screened the universe, I did come up with just over 30 stocks that I initially found attractive based solely on valuation.
However, as I begin looking for above-average earnings growth, my choices dwindled rapidly. Nevertheless, my screens produced 12 stocks that I felt met the above reader's requirements, and more importantly, that also met some important considerations of my own.
These are the top results...
19 Cheaply Valuated Stocks With Forces To Become The Next Top Dividend Grower On The Market
America is definitely the country with the highest amount of stocks that share profits with shareholders fairly. Believe me; I've seen thousands of companies all around the world where investors get robbed by management teams, lead investors or even the government.
My investment focus is on dividend growth stocks but over the recent months and years, we all have seen a significant increase in price multiples. Most of the best long-term dividend growers are valuated with a P/E of 20 or more. If you pay such high ratios, you will definitely not get a good inflation and risk-adjusted return over the long-run if you invest in a slow growing business.
Today, I try to find additional dividend stocks that are near to achieve a consecutive dividend growth history of at least five years.
Around 150 stocks are available with 4 years of dividend growth. With the next hike they could become a real Dividend Challenger. My hope is that some of them are cheaper than the older and well-established stocks.
You can find attached a list of all large capitalized stocks with a low forward price to earnings ratio of less than 15. Only 19 companies fulfilled these criteria of which nearly all (17 shares) are recommended to buy.
18 Services Stocks With Low Debt And Payout Ratios To Boost Future Dividends
The services sector ha s many corporate stocks with small dividend payouts but the most of the stocks are working with small profit margins or they have a modest capitalization. I decided to look only at stocks with more than $2 billion market capitalization in order to get the best results. My other criteria are still the same: Debt to equity under 0.5 with a dividend payout ratio of less than 20 percent.
Eighteen stocks fulfilled the above mentioned criteria of which ten are currently recommended to buy.
Ex-Dividend Stocks: Best Dividend Paying Shares On August 28, 2013
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.
In total, 154 stocks go ex dividend
- of which 59 yield more than 3 percent. The average yield amounts to 4.49%.
Here is a full list of all stocks with ex-dividend
date within the upcoming week.
|
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
|
Lorillard,
Inc.
|
16.35B
|
13.51
|
-
|
2.42
|
5.06%
|
|
|
Eni
SpA
|
83.52B
|
28.46
|
1.01
|
0.49
|
4.86%
|
|
|
CRH
plc
|
15.88B
|
30.32
|
1.17
|
0.66
|
4.17%
|
|
|
NextEra
Energy, Inc.
|
33.98B
|
22.19
|
2.05
|
2.37
|
3.28%
|
|
|
Weyerhaeuser
Co.
|
15.46B
|
25.65
|
2.64
|
1.97
|
3.15%
|
|
|
Analog
Devices Inc.
|
14.60B
|
22.59
|
3.14
|
5.51
|
2.88%
|
|
|
Corning
Inc.
|
21.67B
|
11.35
|
1.01
|
2.72
|
2.71%
|
|
|
Ford
Motor Co.
|
64.54B
|
10.80
|
3.36
|
0.45
|
2.44%
|
|
|
Time
Warner Cable Inc.
|
31.33B
|
14.97
|
4.67
|
1.43
|
2.40%
|
|
|
CSX
Corp.
|
26.01B
|
13.83
|
2.70
|
2.20
|
2.36%
|
|
|
The
Allstate Corporation
|
22.83B
|
10.42
|
1.17
|
0.67
|
2.05%
|
|
|
Union
Pacific Corporation
|
72.83B
|
17.81
|
3.55
|
3.41
|
2.02%
|
|
|
TE
Connectivity Ltd.
|
20.72B
|
16.48
|
2.63
|
1.57
|
2.00%
|
|
|
Whirlpool
Corp.
|
10.62B
|
16.62
|
2.34
|
0.58
|
1.88%
|
|
|
Time
Warner Inc.
|
57.66B
|
17.01
|
1.94
|
1.96
|
1.85%
|
|
|
Broadcom
Corp.
|
14.46B
|
35.73
|
1.83
|
1.74
|
1.76%
|
|
|
Dover
Corp.
|
14.90B
|
16.37
|
2.99
|
1.78
|
1.72%
|
|
|
Magna
International, Inc.
|
18.57B
|
12.41
|
1.97
|
0.57
|
1.59%
|
|
|
Silver
Wheaton Corp.
|
10.08B
|
20.16
|
3.13
|
12.28
|
1.41%
|
|
|
Barclays
PLC
|
56.31B
|
23.69
|
0.71
|
0.93
|
1.35%
|
Cheapest Dividend Paying Large Caps As of August 2013
+Dividends.png)
Cheap large
capitalized stocks with high growth originally published at “long-term-investments.blogspot.com. Dividend stocks with great looking fundamentals and cheap price ratios
can promise you a good return but they are also very rare and hard to find in my
view. The higher your efforts of your screen are, the lower the number of
results you get.
Today I would
like to update my monthly screen about the cheapest dividend paying stocks on
the capital market. I use six very strong criteria and only around a dozen
companies remain each month.
My criteria for the cheap large cap screen are:
- Market Capitalization
over USD 10 billion
- Expected Earnings
per share growth over 10 percent for the next year.
- P/E ratio under
15
- P/S and P/B
ratio under 2
- Positive
Dividends
Twelve companies fulfilled the above mentioned criteria and ten of them have a current
buy or better rating. One stock has a high yield (5 percent dividend yield or more).
To buy cheap stocks is no guarantee for a return but you get value for what you
pay and the possibility to overpay a stock is also low if the business model is stable.
18 High Beta Services Dividend Paying Stocks With High Growth And Low Valuation
In bullish markets, you can make a better performance if you have high beta stocks in your portfolio. Today I would like to show you which of the services dividend stocks have the highest betas. Because of the huge amount of results, I needed to implement additional criteria. All stocks should have a low valuation measured by a forward P/E under 15 at earnings per share growth rates for the next five years of more than 10 percent yearly. Not enough, all stocks must have a market valuation over USD 10 billion.
Eighteen stocks fulfilled the above mentioned criteria. Sixteen have a current buy or better rating. The disadvantage is that the best results are low yielders. The highest dividend yield amounts to 2.81 percent. Low yields don’t mean low returns: The stocks generated a return between 8.94 percent and 76.75 percent since the beginning of the trading year.
Cheapest Dividend Paying Large Caps As of July 2013
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My criteria for the cheap large cap screen are:
- Market Capitalization
over USD 10 billion
- Expected Earnings
per share growth over 10 percent for the next year.
- P/E ratio under
15
- P/S and P/B
ratio under 2
- Positive
Dividends
Thirteen companies fulfilled this time the criteria and nine of them have a current buy or
better rating. One stock has a high yield on a twelve trailing month basis (5 percent
dividend yield). To buy cheap stocks is no guarantee for a return but you get value
for what you pay and the possibility to overpay a stock is also low is the business
model is somehow stable.
Cheapest Dividend Paying Large Caps As of June 2013
Cheap large
capitalized stocks with high growth originally published at “long-term-investments.blogspot.com. It's always good to own cheap stocks in order to gain a return.
For sure, cheapness is a question
of definition and in the end its growth that makes a stock cheap or expensive.
I
make each month a screen about the cheapest large capitalized dividend stocks. Below
are screening criteria; they are very sternly in my view. I use this screen to find some attractive bargains. In a
hot market it's ever hard to find low valuated stocks with great earnings growth
perspectives. Especially within the recent months, the number of results decreased
rapidly. Let’s look if the recent crisis 5/21 had some positive effects for the
screen.
My criteria for the cheap large cap screen are:
- Market Capitalization
over USD 10 billion
- Expected Earnings
per share growth over 10 percent for the next year.
- P/E ratio under
15
- P/S and P/B
ratio under 2
- Positive
Dividends
Thirteen companies
fulfilled these criteria. It’s exactly one stock less than last month. Two High-Yields
are below the results and eight stocks have a current buy or better rating.
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