6 Potential Stocks To Benefit From A Trump Policy

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...

28 Latest Dividend Growth Stocks Compiled In One List

When you purchase individual stocks, risk is inherent. Sometimes bad things happen to good stocks. Eventually, every investor will hold a stock that falls out of favor and endures a double-digit decline. Understanding this from the onset makes it easier to deal with. To minimize the risk of significant declines, your core portfolio should focus on blue-chip dividend growth stocks.

Listed below are companies that have recently elected to raise their payout and yield by increasing their cash dividends to shareholders. In total, there were 28 companies with higher dividend payments.

Each month, I’ll be sharing with you, for free, the top dividend growth stocks for the US market. You can find them in the list below:

Ex-Dividend Dogs For The Next Week And Dividend Growers Of The Past Week

Below is an overview of the Ex-Dividend Dogs for the next week. Those stocks go ex-dividend and have a low forward P/E of less than 15.

10 companies are on the list of the cheapest Ex-Dividend stocks while 73 go ex-dividend. A full stock list of dividend stocks (common shares, preferred shares and American Depositary Receipts – ADR’s), paying forthcoming dividends and having their ex-dividend within the week October 12, 2015 – October 18, 2015 can be found linked. The average dividend-yield amounts to 5.18 percent.

SJR, ABBV, THO and AET are my personal favorites. Which stocks do you like from the list?

Ex-Dividend Dogs of the next week...

Ex-Dividend Dogs For The Next Week (click to enlarge)

Dividend Growth Stocks of the past week...

Below, you can find the latest dividend growth stocks of the past week. Ony 15 companies raised their dividend output.

Goodyear, Plains All American Pipeline, RPM, YumBrands are the most establised names.

15 Dividend Growth Stocks Of The Past Week - October 05 - 11, 2015

Ken Fisher’s Biggest Dividend Stock Buys And His Latest Portfolio

Ken Fisher’s stock purchases and his portfolio overview originally published at long-term-investments.blogspot.com. I often look at the activities of the big players because some of them know what’s hot on the market. One investment guru I would like to introduce here today is Ken Fisher.

Fisher has assets of around $38 billion under management and he owns around 500 stocks of which 45 were completely new in his portfolio.

Because of the huge number of assets he own, the transaction list is very long and none of his deals had a really huge influence to his portfolio. The biggest move on the long side was the purchase of the UBS Fisher ETN “UBS Fisher Enhanced Big Cap Growth ETN”.

From his 20 biggest long transactions pay 12 a dividend.

Ken Fisher is one of the most diversified guy's I’ve ever seen. The biggest portfolio position has a share of 2.7 percent and is reasonable to the Barclays ETN FI Enhanced Global High Yield ETN. Fisher owns 3 exchange traded funds in his top 20 positions with a total weighting of around 7.1 percent.

Beside ETFs, Fisher loves the Technology sector and bets on financial services stocks. All three categories represent around 47.4 percent of his assets.

Fisher reduced technology, energy and basic material stocks within the recent quarter. On the other side, he increased stocks from the financial services sector, healthcare and defensive consumer goods sector.