Dividend Challengers With The Best And Highest 5-Year Growth Expectations

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Ticker	Company	P/E	Fwd P/E	P/S	P/B	Dividend	Price	Target Price
MPC	Marathon Petroleum Corporation	15.23	10.24	0.44	2.42	2.34%	78.73	103.08
KRG	Kite Realty Group Trust	-	102.13	3.58	0.85	8.29%	15.32	18.80
VLO	Valero Energy Corporation	17.51	10.16	0.43	2.11	2.99%	106.89	134.42
TEX	Terex Corporation	17.13	10	0.58	2.95	1.07%	37.30	44.88
PSX	Phillips 66	17.13	11.06	0.47	2.27	2.92%	109.46	128.19
NATI	National Instruments Corporation	42.28	33.79	4.36	4.87	2.14%	43.08	45.50
WOR	Worthington Industries, Inc.	15.19	12.5	0.67	2.7	2.20%	41.75	46.00
RE	Everest Re Group, Ltd.	43.94	9.01	1.21	1.06	2.42%	215.00	249.10
SRC	Spirit Realty Capital, Inc.	52.29	33.03	5.97	1.21	6.64%	7.53	9.39
WMS	Advanced Drainage Systems, Inc.	17.69	18.21	1.17	10.25	1.15%	27.77	32.50
TILE	Interface, Inc.	16.27	11.29	1.16	3.52	1.29%	20.19	28.00
IRM	Iron Mountain Incorporated	47.95	25.57	2.24	4.38	7.46%	31.50	39.11
GS	The Goldman Sachs Group, Inc.	8.97	8.42	1.66	1.09	1.50%	212.97	275.78
AMTD	TD Ameritrade Holding Corporation	24.17	12.62	5.64	3.56	1.69%	49.77	66.83
CTRE	CareTrust REIT, Inc.	31.43	22.69	9.3	2.03	4.83%	16.97	18.67
VMC	Vulcan Materials Company	38.02	18.93	3.24	2.65	1.12%	100.37	138.58
PEGI	Pattern Energy Group Inc.	13.47	29.29	3.88	1.47	9.51%	17.78	22.08
BAC	Bank of America Corporation	13.37	9.78	4.62	1.2	2.12%	28.36	34.77
CMA	Comerica Incorporated	14.41	10.81	6.18	1.84	2.80%	85.80	105.04
WEN	The Wendy's Company	53.89	24.59	2.8	9.4	2.01%	16.92	20.10

Ticker	Company	Sales past 5Y	Sales Q/Q	EPS Q/Q	EPS next 5Y	Perf Year
MPC	Marathon Petroleum Corporation	-1.80%	22.30%	143.1%	57.9%	40.04%
KRG	Kite Realty Group Trust	30.00%	-1.00%	-113.4%	52.7%	-24.46%
VLO	Valero Energy Corporation	-7.40%	39.40%	59.7%	45.6%	37.18%
TEX	Terex Corporation	-9.00%	18.70%	-25.1%	45.5%	-18.59%
PSX	Phillips 66	-10.60%	21.30%	165.7%	45.4%	16.84%
NATI	National Instruments Corporation	2.40%	7.00%	21.7%	44.4%	-3.77%
WOR	Worthington Industries, Inc.	6.50%	20.70%	-42.4%	41.5%	-3.65%
RE	Everest Re Group, Ltd.	6.00%	-37.30%	-87.2%	40.9%	-3.38%
SRC	Spirit Realty Capital, Inc.	19.60%	-5.70%	557.5%	37.5%	-1.26%
WMS	Advanced Drainage Systems, Inc.	5.50%	8.20%	79.9%	34.2%	40.96%
TILE	Interface, Inc.	1.30%	12.70%	3.8%	33.1%	-8.02%
IRM	Iron Mountain Incorporated	5.10%	11.70%	7.5%	32.0%	-19.11%
GS	The Goldman Sachs Group, Inc.	0.60%	28.80%	51.8%	31.6%	-12.14%
AMTD	TD Ameritrade Holding Corporation	6.80%	48.40%	80.3%	30.9%	3.43%
CTRE	CareTrust REIT, Inc.	25.90%	18.90%	545.4%	30.3%	-9.59%
VMC	Vulcan Materials Company	8.70%	16.40%	44.2%	30.2%	-14.42%
PEGI	Pattern Energy Group Inc.	29.10%	29.80%	105.6%	29.5%	-26.62%
BAC	Bank of America Corporation	0.10%	15.70%	43.2%	29.2%	9.79%
CMA	Comerica Incorporated	3.20%	19.00%	41.9%	28.6%	12.05%
WEN	The Wendy's Company	-13.40%	28.30%	-	27.1%	8.32%

These Stocks Go Ex-Dividend Tomorrow

29 Undervalued Dividend Stocks

Each company has a dividend yield of at least 3% and the ability to increase payouts.

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.

So we decided to take a deep dive into the S&P 1500 Composite Index, the S&P 400 Mid-Cap Index MID and the S&P Small-Cap 600 Index in order to identify possible dividend-stock bargains in every sector.

Here are all 29 stocks that passed the screen, broken down by sector:

40 Leaders And Laggards Of EPS Surprise / EPS Revision

A huge number of companies have released their Q4 fiscal figures. Market actors are looking deeply into those numbers in order to compare them with their expectations.

If a company does not meet them, it got punished.

Attached you will find the 10 best and worst stocks that beat expectations in Q4/2015. You will also find a list of the 10 best and worst stocks with the highest EPS revisions for the upcoming quarter.

Sometimes it indicates a clear trend.

Here are the top results...

A Portfolio Of Stocks With A High Domestic Sales Share

A Portfolio Of Stocks With A High Domestic Sales Share (click to enlarge),
Source: Goldman Sach, MarketWatch

This Handful Of Stocks Have Serious Upside Potential In 2016

Equity investors should consider companies with strong balance sheets that will outperform those with weak balance sheets. That's my key investing rule for the next year 2015.

Divergent monetary policies will strengthen the U.S. dollar and benefit some stocks and harm others.

The domestic consumer economy is strong but many industrial companies cite a contraction in business activity.

Growth equities are outperforming value which is a pattern that occurs when economic growth is weak.

Cyclical stocks have lagged sharply led by Energy and Materials but defensive sectors trade at stretched valuations.

As a result, stocks with high sales in the U.S. will outperform those with significant international sales.

Attached you can find 14 stocks that might benefit from the current market environment. Each of the results has a strong balance sheet, growth forecasts above the GDP Growth and margin improvement potential.

Only stocks from the S&P 500 are part of my screen. 

14 dividend paying companies remain. 

Here are the best yielding results...

41 Deep Value Stocks Meeting Benjamin Graham Standards

Benjamin Graham is the grandfather of value investing and mentor of Warren Buffett who become popular with his value orientated dividend growth approach.

One question I ask myself often is what stocks Benjamin Graham would find if my dividend growth screener doesn't deliver good results for long-term orientated income investors.

I found a great article on Value walk that discussed the Graham Approach and delivered nice results which I've attached for your research. I hope you will find some values in it and start deeper research.

My personal favorites are Valero, Sands China, Marathon Petroleum, Potash, Garmin and SJM. Which stocks do you prefer from the screen?

From inception during 2002 to date, the stocks qualifying for the screen have returned 15.6% per annum.

Here are the results...

Oil Refinery Dividend Stock Investing - These Portfolio Generated 12.26% Yearly

Oil dropped to just over $40 per barrel, and oil stocks have taken a hit. If you're worried that oil will stay at a low price, then refiners are a good investment.

They do very well when the price of crude is low. Low prices means they can refine more oil, so, apart from the initial hit on inventory, future profit opportunities are strong. People also tend to buy more gas when oil is low, so there's more demand for the refineries.

My latest research focus was the Asset Management, Industrial and finally the Energy Sector.

Within the Energy sector, companies from the downstream segment like Oil refinery stocks look attractive for me. They do not depend highly on the oil price, more on the cracking margin.

The business of the refining players is negatively correlated with crude prices. This is because the companies use oil as an input from which they derive refined petroleum products like gasoline – the prime transportation fuel in the U.S. Hence, lower the oil price, higher will be their profits.

We can say that the decline in crude price, which is expected to continue for some time, will bring more good news for the firms engaged in refining oil.

This means not that downstream companies are better when the oil price slumps. My research result of the past decade was that they also lose value and they are highly volatile. 

In 2008, the year of the financial crisis, the portfolio of the best refinery dividend paying oil stocks lost more than half of its value. After the sell-off, it tripled its value.

Attached is a list of 12 dividend paying oil refinery stocks that gave investors a great past return. Over the last decade, those stocks delivered a 12.26% average yearly return.

The biggest threat is in my view the possibility of a political change in the energy sector. Do politicians want more renewable energy production or put they more money into jobs and growth via the old systems.

Energy is definitely the most important sector that benefits when growth should be created for the economy.

These are the best dividend picks from the Oil Refinery Industry...

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...

These 25 Stocks Are Sold Out To Bargains

Are you worried about the latest sell-off or flash crash, bloody Monday of August 25? I'm not! Many told that the current situation could be a buying opportunity because China is not a problem for the US. The home economy is doing well with expected growth of 2 percent.

Inflation pressure should also come down due to lower commodity prices. The only negative point is the strong dollar.

However, I've attached a small list of 25 attractive domestic stocks with upside potential. Those stocks suffered under a massiv sell-off.

These are some of my favorite dividend stocks...

The Best National Dividend Growth Stock Portfolio

The latest rise of the dollar index makes it hard to gain extra money from abroad. Companies like Procter&Gamble, Coca Cola, or Oracle suffer under the strong dollar and makes the company less competitive.

In current times, investors looking for stocks with a high shares of national revenues in their income statements.

If you are a domestic investor, you should look at the following list from Goldman Sachs which shows athe best stocks with the highest national sales in each sector.

There are some sectors with a huge amount of 100 domestic players. Financials, Consumer Discretionary, Energy, Healthcare, ... but Techology is a very international business.

These are the top picks from each sector in detail....

9 Of The Cheapest Large Cap Dividend Stocks The Market Has To Offer (GM, MET, AFL)

Today I screened the market by large cap bargains. Those stocks have a market cap over USD 10 billion as well as a future P/E ratio of less than 10.

I know how hard it is to find real investment opportunities. I personally bought some insurance stocks in the past because those are relatively cheap valuated and they offer a little upside with rising interest rates, despite the fact that they also could get hurt due the their huge fixed income portfolio.

Within the dividend growth community, some traders have announced that they have put Deere stocks into their portfolio. I also own stocks of Deere because its one of the leading companies within the farm and soft commodity space.

Below are five dividend ideas with single-digit forward P/E ratios and positive earnings growth for the next five years while debt ratios are acceptable. 

These are the criteria in detail:

- Forward P/E under 10

- 5Y future earnings growth positive

- Large Caps

- Dividends positive

- Long-term debt-to-equity under 1

The selection is not huge. Attached is also a list with all details from the screen. Nine stocks are in focus of the screen.

5 Cheaply Valueated Dividend Stocks...

5 Top Stocks With Over 25 Percent 1-Year Dividend Growth And Potential To Grow Further

I've recently published an article about stocks with the fastest short-term dividend growth on my blog long-term-investments.blogspot.com. The top yielding pick with a double-digit dividend growth was Philipp Morris.

I love tobacco stocks and my own portfolio has around 25 percent of its assets invested into cigarettes producing companies.

Today I would highlight some stocks with more than 25 percent short-term dividend growth.

Technology stocks are the most dominant stock category in my screen in terms of dividend growth potential. They have huge amounts of cash and most of the old tech players are very profitable. 

Over the past few years, companies like eBay, Cisco, Microsoft or even Apple have failed to create new innovative products to boost growth but they still sit on tons of cash. 

As a result, some of them started to pay back a part of the free and growing mountains of money to shareholders via stock repurchases and dividends. I'm happy to see what they do because they are so profitable and don't need all this money.

Another group of stocks with big dividend growth rates is coming from the basic material or energy sector. Normally, I own only a small share of them in my portfolio because I've no idea how long our economy will be addicted by oil and gas. Further, it's also a black box to me because of the cyclic oil price and changing oil reserves.

However, below is a list of five top stocks that have raised their dividend payments over the recent year by more than 25 percent and they still have a good chance to grow their dividends in the future.

Cheapest Dividend Paying Large Caps As of October 2013

Cheap large capitalized stocks with high growth originally published at “long-term-investments.blogspot.com. I always look for stocks with a cheap valuation and modest growth perspectives.

While the interest environment is low, the market valuation is extraordinary high and it’s more important to take care about a solid price in order to ensure not to overpay a stocks.

Each month I create a quick list that allows me to observe the market by the cheapest growth picks. You can find my criteria below.

These are the criteria for my cheapest dividend paying large cap screen:

- Market Capitalization over USD 10 billion

- Expected Earnings per share growth over 10 percent for the next five years

- Forward P/E ratio under 15

- P/S under 1 and P/B ratio under 2

- Positive Dividends

Only fourteen stocks fulfilled these criteria of which twelve have a current buy or better rating by brokerage firms.

Cheapest Dividend Paying Large Caps As of September 2013

Cheap large capitalized stocks with high growth originally published at “long-term-investments.blogspot.com. Cheap stocks, bargains or undervalued companies can promise you good returns if you believe that they receive a better valuation within the next months or years. It’s very difficult to discover those stocks because of the hundreds of thousands technical and fundamental measures.

I often used my static ratios like earnings multiples or book ratios to identify cheaply valuated stocks. Today I like to change my recent criteria about cheapest dividend paying large caps a little bit. I tighten the restriction Price-To-Sales to a value of less than one and look at forward P/E’s. In the past, I’ve looked at current earnings multiples.

These are the criteria for my cheapest dividend paying large cap screen:

- Market Capitalization over USD 10 billion

- Expected Earnings per share growth over 10 percent for the next five years

- Forward P/E ratio under 15

- P/S under 1 and P/B ratio under 2

- Positive Dividends

The number of my results rose. Eighteen stocks fulfilled these criteria of which one pays a high yield of more than five percent. Nearly all, fourteen in total, got a buy or better rating by brokerage firms.