The year-end prices are actually Merrill Lynch reference prices here rather than actual formal year-end prints on the NYSE or other exchanges. These are 8 top picks with Buy ratings seen out of Merrill Lynch as a kick-off to 2016.
Texas Instruments Inc. (NASDAQ: TXN) closed out 2016 at $72.97, and Merrill Lynch has a price objective of $82.00. If you consider the 2.7% dividend yield, Merrill Lynch is calling for Texas Instruments to generate a return of 15%. What investors might want to consider is that the consensus analyst target price is $74.89, very close to the current price, but Merrill Lynch’s price objective is exactly $10 less than the most aggressive price target on Wall Street. Texas Instruments has a 52-week range of $46.73 to $75.25. RBC was also positive here on Texas Instruments and other large caps.
Norfolk Southern Corp. (NYSE: NSC) is another top pick from Merrill Lynch, with the firm’s $122.00 price objective being higher than the $108.82 most recent price. Norfolk Southern’s consensus analyst price target of $105.19 is actually lower than the current share price. That makes Merrill Lynch much more positive than the street even if they are just calling for 13% upside. Norfolk Southern has a 52-week range of $64.51 to $111.43.
Hess Corp. (NYSE: HES) was last at $62.90, and Merrill Lynch’s price objective was last seen at $80.00. Hess has a 52-week range of $32.41 to $65.56 and its consensus analyst price target is just at $64.75. What matters here is that Merrill Lynch actually has the highest seen street price target of major analysts.
General Dynamics Corp. (NYSE: GD) was last trading at $173.21 versus a Merrill Lynch price objective of $200.00 for the company. That implies a gain of 15% if Merrill Lynch is right, and then there is the 1.8% dividend yield to consider for total return investors. General Dynamics has a consensus analyst target price of $186.06 and a 52-week range of $121.61 to $180.09.
Aetna Inc. (NYSE: AET) closed out the year at $124.45, and the firm has a $149 price objective. Aetna has a consensus analyst target of $138.93 and has a 52-week range of $92.42 to $136.50. That is still down 10% from a peak, and it remains unknown if the Trump administration will be more tolerant of insurance mergers versus that Obama administration.
Dover Corp. (NYSE: DOV) was at $75.19 at the end of 2016 and the firm has a $85.00 price objective. This is 13% in implied upside for Dover, before considering its 2.3% dividend yield.
MGM Resorts International (NYSE: MGM) is also a top pick for the first quarter, and Merrill Lynch’s price objective of $33.00 was versus a recent price of $28.50. The consensus analyst target price is a tad higher at $33.86.
SVB Financial Group (NASDAQ: SIVB) has a Buy rating at the firm, and this top pick among the bank stocks has a price objective of $190 versus a current $170.38 close. The parent of Silicon Valley Bank has a consensus analyst price target of $176.19, and its 52-week range is $77.87 to $176.77.
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label NSC. Show all posts
Showing posts with label NSC. Show all posts
10 High Quality Growth Dividend Contenders Looking Really Cheap
Long term orientated investors need growth to lift its portfolio value.
Dividends are good but the real boost will come from growth. Only growth can make you rich in the long term.
Today I've screened the Dividend Contenders by cheap stocks with double-digit earnings growth for the next five years.
Exactly 10 stocks fulfilled the following criteria:
- Market capitalization over 2 billion
- Low forward P/E of less than 15
- EPS growth for the next five years over 10%
- Positive return on assets
- Debt/Equity under 1
Here are the results...
8 Cheap Long-Term Dividend Growth Stocks Growing At Double-Digit Rates
One important criteria to measure this issue is the PEG ratio. Toady I will not use this ratio but therefore stay at the P/E and EPS growth figures.
Well, I screened the Dividend Contenders list, stocks with consecutive dividend growth of more than 10 year, by the cheapest stocks with double-digit EPS growth expectations.
These are the criteria in detail:
- Market Capitalization over 2 billion
- EPS growth for the next five years over 10%
- Return on Assets over 10%
- Sales growth over the past 5 year's positive
- Low Forward P/E
- Debt/Equity under 1
Only eight stocks fulfilled my criteria. These are the results...
20 Highest Yielding NASDAQ And NYSE Dividend Achievers
Simply investing in dividend-paying stocks, however, hardly limits the investable universe or indicates a realistic strategy.
More than two-thirds of the stocks in the S&P 500 pay dividends, including the majority of the larger companies in the benchmark.
Globally, there are thousands of dividend-paying stocks. There are a number of strategies that further refine the idea of dividend investing, focusing only on dividend payers that meet certain yield, consistency, or balance sheet criteria.
The good thing for us normal investors is that we can easily discover some the most popular indices with focus on long term dividend growth in order to select high-quality dividend stocks.
Today I like to show you some of the 20 highest yielding stocks from the NASDAQ and NYSE Dividend Achievers Index. The strategy is ideal for high-income investors who don't want to invest into junk.
The NASDAQ US Dividend Achievers Select Index includes dividend-paying stocks that meet the following requirements:
- Be incorporated in the United States.
- Trade on the NYSE or NASDAQ.
- Have increased its annual dividend for the last ten or more consecutive years.
- Meet volume requirements.
- The NASDAQ OMX maintains the NASDAQ US Dividend Achievers Select Index.
These are 20 highest yielding, selected Dividend Achievers, sorted by Dividend Yield...
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...
20 Oversold Dividend Growth Stocks With Cheap P/E's And Yields Over 3%
The markets become more and more volatile. It's a real rollercoaster. One day, the Dow is up 300 points, the second day down 400. No one knows where is the trend. Short-Term it's decreasing.A technical momentum indicator that compares the magnitude of recent gains to recent losses in an attempt to determine overbought and oversold conditions of an asset is the Relative Strength Index - RSI.
The RSI ranges from 0 to 100. An asset is deemed to be overbought once the RSI approaches the 70 level, meaning that it may be getting overvalued and is a good candidate for a pullback. Likewise, if the RSI approaches 30, it is an indication that the asset may be getting oversold and therefore likely to become undervalued.
Today I would use this approach by showing you some undervalued stocks with a RSI of less than 30. It's a small indication that the stock could be overbought.
I've only used my Dividend Achievers List, stocks with 10 years or more of consecutive dividend growth. In addition, each of the stocks have a low forward P/E of less than 15.
These are the 20 highest yielding stocks with a RSI under 30....
These 25 Stocks Are Sold Out To Bargains
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...
Stocks For The Next Decade Each Safe Haven Investor Need To Know
You might have
noticed that the federal banks flooding the markets with cheap money and
investors started to get greedy by taking more and more debt to buy stocks
higher and bonds extraordinary higher.
Those times come
to an end if rates rise or something else crosses like weak economic data. This
time, the strong dollar could bring the rally to an end.
Today I like to
show you 13 stocks with cheap price ratios and an extremely stable business
model that can resist the greatest market storm. It does not mean that the
stock price goes down but with every recession those stocks become stronger and
stronger.
These are my
ideas. What do you guess?
11 Oversold Dividend Growth Stocks With Cheap P/E's And Growth Forecast
Today I like to
share eleven stocks with an oversold label, measured by an RSI-40 level.
I've compiled only
stocks with 10 or more years of consecutive dividend growth. In addition, on
the list are only stocks with a low forward P/E as well as expected earnings
growth of more than 5 percent for the next five years.
These are the results....
7 Dividend Achievers Good Enough To Buy And 10 To Watch
You know that stocks are too expensive but some of
them show good growth ratio and have also attractive price ratios in relation
to the cash income and enterprise values.
This week I've screened all Dividend Achievers by
cheap fundamentals, solid growth figures and low dividend payouts.
Dividend Achievers are stocks that have raised
dividends over a period of 10 consecutive years or more.
These are my criteria in detail:
- Dividend Yield over 2 percent
- Dividend Payout below 40 percent
- Expected 5-Year Earnings Growth over 5 percent
- Forward P/E under 15
- Only Large Caps
- 10 Years of consecutive dividend growth or more
My screen delivered me 17 results. The best yielding
results come from the oil and gas sector. Those stocks suffered under falling
oil and gas prices. Russian crises and recession fears in Europe are main
forces to the cheap fundamentals.
I'm a guy who believes in technology, old school
technology. IBM is a top pick in my view. For sure IBM did not grow over the
past decade but they have a strong focus on profit and shareholder return. Earnings
doubled and due to massive buybacks, EPS skyrocket.
IBM is no island in a raw sea. It's only a big company
with a strong cash flow and they must pay attention to the competition.
Which stocks did you buy from the list below? Or would
you buy some of the top yielder?
Here are seven Dividend Achievers with cheap fundamentals from seven different sectors. A good and broad diversification is good for most investors because they can reduce your portfolio volatility.
7 cheap top yielding Dividend Achievers are....
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%
|
17 Cheap Large Cap Dividend Contenders Close To New 52-Week Highs
The idea behind is that there could be more room for a higher stock price due to the low valuation and the break-out signal. I know that this kind of method is more technically but it should give you some new ideas from a different perspective of the capital market.
Today I would like to screen my dividend income growth stock database by shares with 10 to 25 years of consecutive dividend growth that are 5 percent or less away from new one-year highs. In addition, the earnings income multiple for the next year should be under 15 and the market capitalization over USD 10 billion.
Only 17 stocks fulfilled these criteria of which ten are currently recommended to buy.
New Dividend Portfolio Buy: Railroad Company Union Pacific
I purchased
my first railroad stock for the Dividend Yield Passive Income Portfolio last
Friday.
It was the
railroad company Union Pacific (UP). Union Pacific Corporation, through its
subsidiary, Union Pacific Railroad Company, provides rail transportation
services in North America. The company offers freight transportation services
for agricultural products, including grains and commodities, food, and beverage
products; and automotive products, such as imported and exported shipments,
finished vehicles, and automotive parts and materials.
I paid
$154.75 per share which resulted in $1,242.92 net cost. The new stake will give
me only around $25 bucks in dividend income per year. But the potential is
available to get higher dividends in the upcoming years. Earnings are expected
to grow by 13.68 percent of the next five years and the payout ratio is only at
30.2 percent while the long-term-debt to equity ratio is at 0.44.
 |
| Latest Portfolio Transactions (Click to enlarge) |
 |
| Portfolio Holdings Dividend Yield Passive Income I (Click to enlarge) |
 |
| Portfolio Holdings Dividend Yield Passive Income II (Click to enlarge) |
UNP is a Dividend Challenger who raised dividends over a period
of seven consecutive years. The five year dividend growth rate amounts to 29.8
percent.
I believe
that UNP is one of the most stabile railroads on the market. For sure, stocks
like NSC, ARII or CSX pay better dividends but the quality is not the same and
debt ratios of them are also a bit higher.
The current
yield amounts to 2.04 at a forward P/E of 14.14. For the estimated growth a
current P/E of 17.61 for the biggest player in the market is ok in my view.
--------------------------------------
For readers
who are new to the matter and my dividend growth philosophy: I funded a virtual
portfolio with 100k on October 04, 2012 with the aim to build a passive income
stream that doubles each five to ten years. I plan to purchase each week one
stock holding until the money is fully invested. The total number of
constituents is expected at 50 – 70 companies and the dividend income should be
at least at $3,000 per year.
--------------------------------------
The stock
holdings are up 7.63 percent since the date of funding. In addition, I received
around $1,000 in cash dividends. Due to the slow purchase process and high
amount of cash since October 2012, the full portfolio is only up 6.34 percent.
 |
| Portfolio Performance (Click to enlarge) |
The full year dividend income is now estimated at $2,416.32 annualized. With a yield on cost of 3.44 percent it’s still possible to hit the mark of at least $3,000 per year despite the fact that the current trade is far below this ratio.
Here is the income perspective of the portfolio
Sym
|
Name
|
P/E Ratio
|
Dividend Yield
|
Buy
|
# Shrs
|
Income
|
Value
|
TRI
|
26.38
|
3.74
|
28.90
|
50
|
$64.75
|
$1,736.00
|
|
LMT
|
Lockheed Martin C
|
14.19
|
3.64
|
92.72
|
20
|
$92.00
|
$2,545.00
|
INTC
|
Intel Corporation
|
12.23
|
3.98
|
21.27
|
50
|
$45.00
|
$1,172.00
|
MCD
|
McDonald's Corpor
|
17.79
|
3.17
|
87.33
|
15
|
$46.20
|
$1,460.25
|
WU
|
Western Union Com
|
11.68
|
3.24
|
11.95
|
100
|
$60.00
|
$1,841.00
|
PM
|
Philip Morris Int
|
16.77
|
3.99
|
85.42
|
20
|
$68.78
|
$1,755.60
|
JNJ
|
Johnson & Johnson
|
19.76
|
2.85
|
69.19
|
20
|
$50.80
|
$1,771.40
|
MO
|
Altria Group Inc
|
15.79
|
5.21
|
33.48
|
40
|
$72.00
|
$1,393.60
|
SYY
|
Sysco Corporation
|
19.54
|
3.4
|
31.65
|
40
|
$44.40
|
$1,315.20
|
DRI
|
Darden Restaurant
|
15.38
|
4.25
|
46.66
|
30
|
$61.50
|
$1,451.10
|
CA
|
CA Inc.
|
13.31
|
3.28
|
21.86
|
50
|
$50.00
|
$1,519.50
|
PG
|
Procter & Gamble
|
20.27
|
2.97
|
68.72
|
25
|
$58.20
|
$1,976.25
|
KRFT
|
Kraft Foods Group
|
17.48
|
3.69
|
44.41
|
40
|
$80.00
|
$2,169.60
|
MAT
|
Mattel Inc.
|
18.64
|
3.35
|
36.45
|
40
|
$55.60
|
$1,681.20
|
PEP
|
Pepsico Inc. Com
|
18.82
|
2.77
|
70.88
|
20
|
$44.20
|
$1,606.40
|
KMB
|
Kimberly-Clark Co
|
20.17
|
3.34
|
86.82
|
15
|
$47.55
|
$1,435.35
|
COP
|
ConocoPhillips Co
|
11.47
|
3.88
|
61.06
|
20
|
$52.80
|
$1,383.80
|
GIS
|
General Mills In
|
17.52
|
2.8
|
42.13
|
30
|
$41.10
|
$1,477.50
|
UL
|
Unilever PLC Comm
|
18.29
|
3.46
|
39.65
|
35
|
$47.01
|
$1,375.15
|
NSRGY
|
NESTLE SA REG SHR
|
18.27
|
3.29
|
68.69
|
30
|
$65.31
|
$2,007.00
|
GE
|
General Electric
|
17.65
|
3.1
|
23.39
|
65
|
$48.10
|
$1,545.70
|
ADP
|
Automatic Data Pr
|
25.7
|
2.35
|
61.65
|
25
|
$43.50
|
$1,852.25
|
K
|
Kellogg Company C
|
23.03
|
2.96
|
61.52
|
25
|
$44.50
|
$1,516.00
|
KO
|
Coca-Cola Company
|
20.24
|
2.85
|
38.83
|
40
|
$43.80
|
$1,547.60
|
RTN
|
Raytheon Company
|
13.4
|
2.71
|
57.04
|
20
|
$42.00
|
$1,569.60
|
RCI
|
Rogers Communicat
|
11.2
|
4.04
|
46.5
|
50
|
$84.00
|
$2,092.50
|
GPC
|
Genuine Parts Com
|
18.07
|
2.62
|
77.06
|
20
|
$42.12
|
$1,596.00
|
TSCDY
|
TESCO PLC SPONS A
|
236
|
3.89
|
17.08
|
110
|
$75.68
|
$1,951.18
|
APD
|
Air Products and
|
22.57
|
2.55
|
85.71
|
15
|
$40.50
|
$1,592.25
|
GSK
|
GlaxoSmithKline P
|
19.49
|
4.63
|
52.16
|
30
|
$71.13
|
$1,542.30
|
WMT
|
Wal-Mart Stores
|
14.39
|
2.45
|
79.25
|
20
|
$36.16
|
$1,487.20
|
BTI
|
British American
|
15.99
|
3.99
|
111.13
|
23
|
$96.14
|
$2,425.58
|
CHL
|
China Mobile Limi
|
10.88
|
4.03
|
55.32
|
25
|
$55.95
|
$1,403.75
|
MMM
|
3M Company Common
|
18.5
|
2.11
|
110.27
|
15
|
$37.43
|
$1,779.00
|
TUP
|
Tupperware Brands
|
18.05
|
2.33
|
80.98
|
15
|
$29.40
|
$1,275.00
|
IBM
|
International Bus
|
13.54
|
1.89
|
197.09
|
16
|
$57.60
|
$3,074.72
|
HAS
|
Hasbro Inc.
|
18.8
|
3.27
|
44.09
|
30
|
$45.60
|
$1,404.60
|
T
|
AT&T Inc.
|
26.32
|
5.21
|
34.47
|
30
|
$53.70
|
$1,029.60
|
WAG
|
Walgreen Co. Comm
|
23.31
|
2.14
|
44.25
|
30
|
$34.20
|
$1,603.80
|
AFL
|
AFLAC Incorporate
|
8.46
|
2.3
|
59.39
|
20
|
$28.00
|
$1,220.80
|
TGT
|
Target Corporatio
|
15.45
|
2.36
|
68.69
|
32
|
$48.32
|
$2,040.32
|
CSCO
|
Cisco Systems In
|
13.06
|
2.55
|
25.12
|
90
|
$55.80
|
$2,188.80
|
DE
|
Deere & Company C
|
9.55
|
2.33
|
84.11
|
15
|
$29.10
|
$1,237.35
|
RGR
|
Sturm Ruger & Co
|
12.36
|
3.3
|
51.65
|
20
|
$38.52
|
$1,189.40
|
LO
|
Lorillard Inc Co
|
13.54
|
4.99
|
42.3
|
30
|
$65.00
|
$1,320.60
|
UNP
|
Union Pacific Cor
|
17.65
|
1.85
|
154.75
|
8
|
$22.88
|
$1,238.00
|
$2,416.32
|
$75,796.80
|
||||||
Average Yield
|
3.19%
|
||||||
Yield On Cost
|
3.44%
|
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