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Showing posts with label MRVL. Show all posts
Showing posts with label MRVL. Show all posts

Ex-Dividend Dogs Of The Next Week

Attached is a sheet of higher capitalized ex-dividend stocks with a cheap forward P/E. Potash, AT&T, GAP, Cisco and Comcast are my favorites.

The initial yield of the 20 top yielding cheap ex-dividend stocks starts at 3.56% and ends at 14.35%.


Here are the results. Please let me know if you have some comments about the list. Do you like some of the ex-dividend dogs?



Ex-Dividend Dogs Of The Next Week October 05 - 11, 2015 (click to enlarge)

16 Cheap Dividend Stocks With Low Debt To Boost Share Repurchases

Dividend paying stocks with low debt ratios and big share repurchases originally published at long-term-investments.blogspot.com. I love dividend growth stocks and dividend paying companies in general but it’s also important to see that the corporate buys its own shares back.

The process of share repurchases is a special way to give shareholder’s money back in a very tax-optimized way. 

A low yielding stock with a 2 percent yield can lift the total yield via stock repurchases to 4 percent or so. For sure, share buybacks are no cash yields on your trading account; it’s an indirect way to reduce the current shares and lift the potential share price.

There is an index outside that covers some of the best stocks with share repurchases that bought at least 5 percent of its outstanding shares within the past 12 months.

Today I would like to screen the Buyback Achievers index by the best yielding stocks with a low forward P/E as well as a very low debt-to-equity ratio. Low debt is a good indicator for potential growth or additional share buybacks.

These are my criteria in detail:
- Positive Dividend Yield
- Forward P/E under 15
- Long-Term Debt-To-Equity below 0.2
- Member of the Buyback Achievers Index

In total, sixteen Buyback Achievers Index stocks fulfilled the above mentioned restrictions of which ten have a current buy or better rating.

Ex-Dividend Stocks: Best Dividend Paying Shares On September 10, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

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, 13 stocks go ex dividend - of which 6 yield more than 3 percent. The average yield amounts to 5.36%. Here is a full list of all stocks with ex-dividend date within the current week.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Ship Finance International
1.36B
9.22
1.12
4.80
9.89%
Fidus Investment Corporation
264.00M
13.67
1.20
6.79
7.89%
Medical Properties Trust Inc.
1.79B
16.89
1.47
7.89
6.67%
Mercury General Corporation
2.48B
23.41
1.35
0.89
5.42%
Financial Institutions Inc.
262.55M
11.87
1.15
2.64
3.98%
Lumos Networks Corp.
337.88M
17.88
4.69
1.61
3.52%
MDU Resources Group Inc.
4.98B
1317.50
1.87
1.17
2.62%
GAIN Capital Holdings, Inc.
345.75M
19.44
1.93
1.77
2.06%
G&K Services Inc.
1.03B
22.24
2.20
1.13
2.03%
Marvell Technology Group Ltd.
5.96B
27.41
1.36
1.92
1.99%
Franco-Nevada Corporation
6.72B
87.96
2.19
15.94
1.57%
American International Group
71.14B
10.83
0.73
1.12
0.83%

Hedge Funds’ Small-Cap Picks Crush The Market

Article written by guest author Insider MonkeyPerhaps you've heard by now: Hedge funds have underperformed the S&P 500 year to date as the index is up 13% so far in 2013. 

Of course, hedge funds are often specifically designed to reduce an investor's exposure to the fluctuations of the overall market through long/short or other low-beta strategies, so this is not exactly the most level playing field on which to judge the utility of hedge funds.

In addition, when hedge funds can turn the full power of their research teams on under-served areas of the market, such as small cap stocks, we've shown that, far from being chronic underperformers, they can actually be excellent sources of alpha.

How can we determine this? Several weeks after the end of each quarter, each hedge fund files a 13F with the SEC to disclose many of its long-equity positions as of the end of the quarter. We track these filings in our database for a number of purposes, including to help us research investment strategies.
Last summer we found that, on average, the most popular small-cap stocks among hedge funds (measured by the quantity of funds in our database reporting a position) tended to outperform the S&P 500 by 18 percentage points per year.

At this point, we went to work stock picking — identifying which were the most popular small-cap picks based on 13Fs filed in November 2012. A number of these picks were merger targets; merger arbitrage is one of those low-beta strategies we've mentioned, as whether or not a deal closes is very weakly related to market conditions.

Let's take a look at the results since the beginning of this year for the five most popular picks which remain publicly traded: United Rentals (URI) is up 16%; Visteon (VC) has returned 34%; Tripadvisor (TRIP) is up 58%; W.R. Grace (GRA) is trading 13% higher; and Marvell Technology (MRVL) has soared 78%. You don't need a calculator to compare the average return of these names to the S&P's 13% gain, but we'll do it anyway: 39.8%. It's fair to note that small-cap stocks tend to outperform the overall market in good times, but still, Vanguard's small-cap ETF (VB) is up only 19% year to date.
Now consider: this portfolio comes from information released in November of last year, based on information about hedge-fund holdings from September. Buying these stocks at the beginning of 2013 would have been a very easy strategy to implement for investors with sufficient capital to buy five stocks and, even with a very substantial delay, would have resulted in a market-beating portfolio. These results are above what we've found to be typical, but demonstrate that strategies based on hedge-fund activity can realistically work.

Then why is it that overall hedge funds aren't beating the market? A few reasons. First, as we've mentioned, hedge funds often hedge by going short other stocks or the overall market in pursuit of absolute returns; they may also pursue more market-neutral strategies, such as merger arbitrage or investing in global macro instruments.

Second, the largest hedge fund positions — particularly for successful funds that raise billions in capital from investors — tend to be in large-cap stocks almost by necessity. Large caps are more closely followed by large institutional investors and the financial media, and so it is harder to generate alpha in these stocks.

When we looked at billionaire David Einhorn's Greenlight Capital's 13Fs over time, we found that he gets a good deal of his outperformance from small caps (read our analysis here).

Third, of course, investors in hedge funds pay performance fees. There are other reasons less positive for hedge funds as well — for example, a number of funds have been long gold this year, with disastrous results thus far.
Paying heavy fees to invest in a hedge fund is probably not worth it for most investors who don't have to concern themselves with finding investment opportunities uncorrelated with the rest of their portfolio (as many institutional investors do).

However, on average, hedge funds' consensus small-cap picks tend to do quite well. We believe that there are other strategies waiting to be discovered as well, and of course, investors can take advantage of 13Fs and the more up-to-date news from 13D and 13G filings (which occur when a fund or other major investor owns at least 5% of a publicly traded company) to identify free initial investment ideas.

Disclosure: none

David Einhorn's Latest Portfolio Dividend Stock Changes | Greenlight Capital

Latest stock purchases and sales from David Einhorn, Greenlight Capital originally published at long-term-investments.blogspot.com. David Einhorn has around USD 5.3 billion in assets under management in his asset management company Greenlight Capital. Last Quarter he made 28 transactions and bought 7 new stakes. His portfolio has only 30 stock holdings.

In this article I would like to present you the best dividend stocks, bought and sold by David Einhorn. From his nine stock and ETF purchases pay six a dividend. All of the latest dividend buys from David Einhorn yielding between .13 percent and 1.92 percent. David is no long-term dividend player. He wants a quick total return. The most important buys were ING US, Liberty Global and Market Vectors Gold Miners ETF.

On the short side, he reduced or sold out 19 stocks. 15 of them pay a dividend. The biggest impact had Cigna, Seagate Technology and Microsoft with around 3 percent impact to his portfolio.

Apple remains the biggest stock holding bet. The stake has a value of around one billion dollar. The second biggest position of David Einhorn is the car company General Motors which represents around 10.7 percent of his total portfolio. The third biggest company is the technology stock Marvell with a 9.7 percent share. Both are worth over USD 500 million.

Half-Time Report: The Best Performing Technology Dividend Stocks And Which Of Them Are Still Cheap

Technology dividend stocks with highest year-to-date performance originally published at "long-term-investments.blogspot.com". Today I like to continue my monthly screen serial with technology stocks. I screened the technology capital sector by dividend stocks with the highest year-to-date stock performance.

The 20 most successful companies have realized a performance between 192.46 percent and 48.71 percent. You could make real money if you have had the right technology ideas but the risk is also very high. Most of the results are small Caps with a market capitalization below USD 1 billion. The average capital gain was 79.15 percent. Despite the strong stock price hike, eleven of them still have a buy or better rating.

Ex-Dividend Stocks: Best Dividend Paying Shares On June 11, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

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.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks June 11, 2013. In total, 22 stocks and preferred shares go ex dividend - of which 11 yield more than 3 percent. The average yield amounts to 3.58%.


Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Mercury General Corporation
2.41B
21.96
1.29
0.86
5.58%
Medical Properties Trust Inc.
2.28B
22.37
1.86
10.44
5.26%
Golar LNG Ltd.
2.76B
3.01
1.46
7.62
4.95%
Yanzhou Coal Mining Co. Ltd.
4.98B
4.92
0.69
0.53
4.94%
Lumos Networks Corp.
340.29M
19.15
4.97
1.64
3.61%
DDR Corp.
6.20B
-
1.66
7.55
3.08%
El Paso Electric Co.
1.45B
15.17
1.74
1.68
2.95%
MDU Resources Group Inc.
4.81B
849.67
1.81
1.16
2.71%
Marvell Technology Group Ltd.
5.53B
22.94
1.31
1.78
2.14%
T. Rowe Price Group, Inc.
19.63B
21.50
4.78
6.31
2.01%
Franco-Nevada Corporation
6.11B
66.08
1.95
14.18
1.73%
PolyOne Corporation
2.49B
36.32
2.86
0.83
0.96%
J&J Snack Foods Corp.
1.44B
23.63
2.91
1.67
0.84%
HDFC Bank Ltd.
6.01B
27.80
27.03
1.04
0.74%
Berry Petroleum Co.
2.46B
14.69
2.35
2.43
0.71%
AAON Inc.
779.52M
26.09
5.39
2.56
0.63%

David Einhorn’s Best Yielding Dividend Stock Buys

David Einhorn and his highest yielding dividend stock buys originally published at "long-term-investments.blogspot.com". On May 15, a full range of professional fund managers released its quarter statements. Today I like to look at the best dividend stock buys of David Einhorn. He is the head of Greenlight Capital and serves around 6.5 billion in assets. In total he has 38 stocks of which six were bought within the recent quarter. Below is a list of his 20 biggest transaction within the recent quarters.

His biggest move was related to Apple. He added the position by 83.45%, a change to his portfolio of 7.37%.

15 of his 20 largest stock buys from the recent quarters are dividend stocks. Apple is his biggest bet with a value above a billion dollar.

Ex-Dividend Stocks: Best Dividend Paying Shares On March 12, 2013

The best yielding and biggest ex-dividend stocks researched by ”long-term-investments.blogspot.com”. Dividend Investors should have a quiet overview of stocks with upcoming ex dividend dates.

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.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks March 12, 2013. In total, 28 stocks and preferred shares go ex dividend - of which 13 yield more than 3 percent. The average yield amounts to 4.73%.

Here is the sheet of the best yielding, higher capitalized ex-dividend stocks:

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
KKR Financial Holdings LLC
2.33B
5.95
1.10
4.19
7.39%
Mercury General Corporation
2.02B
17.25
1.10
0.72
6.67%
Medical Properties Trust Inc.
2.25B
26.40
1.95
11.19
5.32%
NYSE Euronext, Inc.
9.23B
27.51
1.45
2.46
3.16%
Rayonier Inc.
7.18B
26.56
4.95
4.57
3.05%
DDR Corp.
5.58B
-
1.67
6.97
3.05%
El Paso Electric Co.
1.36B
14.97
1.64
1.59
2.96%
MDU Resources Group Inc.
4.68B
-
1.72
1.15
2.78%
Federal Realty Investment Trust
6.91B
45.26
5.36
11.36
2.75%
Marvell Technology Group Ltd.
5.72B
18.43
1.22
1.82
2.25%
Wyndham Worldwide
8.68B
23.02
4.52
1.91
1.83%
The Home Depot, Inc.
106.71B
23.79
6.01
1.43
1.63%
Nasdaq OMX Group Inc.
5.31B
15.70
1.01
1.70
1.62%
Airgas Inc.
7.76B
23.49
4.34
1.57
1.57%
Franco-Nevada Corporation
6.83B
211.95
2.12
15.84
1.54%
Legg Mason Inc.
3.89B
-
0.79
1.50
1.46%
SPX Corporation
3.82B
26.43
1.80
0.77
1.23%
Ametek Inc.
10.32B
22.56
4.07
3.10
0.57%
Gardner Denver Inc.
3.67B
14.13
2.53
1.56
0.27%