These Stocks Are The Favorite Picks From The Best Asset Managers

Below is a list of stock picks from the best equity managers of the recent quarter. The list summarizes a few dividend growers like Oracle, Walgreen or Johnson & Johnson.

I hope you can find some values in the list and fresh ideas from the professional money management industry.

I bought recently PG, QCOM. Both pay solid dividends and become a little under pressure in the recent market correction.

Here are the top picks from the industries top managers....

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)

11 Stocks That Make Private Investors To Millionaires And Pay Dividends

Long-term buy-and-hold stock investments can make investors rich. All you need is to be disciplined, have patience and a bit of luck. 

The trick to making big money is to pick stocks that grow earnings and dividends year after year and be patient. For sure not every stock created million out of 10 thousand bucks but the possibility is much higher than betting or gambling.

The good thing by investing money into quality stocks is that you could receive a good return. It means that you keep your money alive if you don't have a ten bagger.

Today I like to show you those stocks that make normal investors to millionaires over decades. That's a pretty amazing strategy. Buy and hold stocks and get paid off while you have done nothing.

At the bottom of this article is a table of 13 stocks each of which turned a $10,000 investment into millions of dollars.

These are the dividend paying results...

The Best Internet Of Things Dividend Stocks You Should Know

Everybody is talking about the internet 4.0, the internet of things (IoT). It means that every device and technical gadget or tool is cross linked to each other.

The total is already in kids shoes and should become a multi-billion dollar market within the next years.

Today, I like to show you which dividend paying companies can benefit from this new trend. Attached are my five top results in detail. In addition, attached is a nice list of interesting non-dividend paying stocks from the IoT Theme.

On the first view, there are a lot of companies from the semiconductor and network industry who should generate money from the connectivity of devices. But on the second view, software houses like SAP or Oracle should also grab a big piece of the new cake.

I've not listed companies who produce devices like Apple or maybe Nike or Under Armour who make fitness apps.

You may also like my articles about dividend paying stocks from the technology sector.

These are the top results...

10 Share Buyback Kings With Solid Growing Dividends

Recently, I wrote about stocks thatgave investors a big move in dividend payments. Investors are expecting a 50 percent higher dividend income.

Today I like to show you 10 stocks with the highest share buyback program announcements during the past year.

Nine of them also pay good dividends and the latest company, Gilead Sciences will also pay dividends in the future.

You also may like my article about Dividend Aristocrats with the best potential to grow dividends at a high pace.

These are my favorite results....

16 Incredible Stocks Converting Growth In Pure Return

Growth is wonderful but makes only sense when the company has a high return on assets. 

It's a massive money creating strategy to take cash and upscale a high returning business.

Today I've discovered some growth stock ideas with double digit returns on assets and operating margins with low price and debt ratios.

These are my criteria in detail:

- Large Cap

- Positive Dividend Yield

- Debt to Equity under 1

- Expected 5-Year EPS Growth over 5 percent

- Past 5-Year Sales Growth over 5 percent

- Forward P/E under 15

- 10 Percent ROA and Operating Margin

There were exactly 16 stocks that met my tight criteria. I'm also impressed by the sector diversification. A broad range of stocks from completely different industries stopped with these restrictions but technology stocks still dominating my results.

Technology is not the same. There are old-techs and new-tech companies. The first category delivers "commodities" for the following, new companies. Oracle, Microsoft and AT&T are such investments.

Below are my five favorites from the results, you can also find a table with the full results attached. I hope you enjoy my work and get more stock trading ideas. My focus is dividend, value and growth driven.

5 Top Dividend Paying Growth Stocks with Big Return on Assets are...

16 Stocks Hiked Dividends In The Past Week

What a Week! Scotland vote no and belong further to the United Kingdom but more important to me were the dividend growth announcements of the week which I cover.

I love dividend growth stocks and made a significant amount of money with them as a long-term orientated investor. My strategy is somewhat between growth and value. I’m a fan of Warren Buffett but I have my own experience and strategy.

Within the past week, sixteen stocks hiked dividends. Big names like Microsoft and McDonalds are part of the list.

Below is a small overview of my favorites by biggest market capitalization. At the end of this article, you will also find a full list of all dividend grower and buyback announcements.

Dividend growth and share buybacks are two essential ways to give shareholders directly and indirect more money into their pocket.

It also show in most cases that the firm is doing well and like to share their success with the owner of the company.

These 8 Dividend Stocks Bubbling Cash Like Lava Gold Mines (Part II)

If you like to make money on the stock market like me, you need a clear vision and strategy about how to make money. 

Are you an income investor who likes to receive dividends or are you a short-term orientated trader with focus on quick profits?

I'm focused on long-term growth with growing income. In my view, only over a long period of time, stocks can double and develop their full asset potential.

I've recently published a small article about stocks with high free cash flows, companies that earn so much money from its operations and they have no need or desire to invest this money. 

I love those companies but the source of income should also be reliable. Only cash that comes over years and decades will deliver a good return for you.

In my first article about Cash Cows that produce money like milk, I've compiled some of the top yielding stocks with low reinvestment rates. 

Most of the top yielding stocks come from the technology sector and they also plan to buyback a significant amount of own shares which is also very good for the stock price.

Today I like to go forward and introduce the rest of my research results. They have in average a smaller yield but should be also attractive. A big part of the results come from the financial sector. Asset Managers and Stock Exchange Operators are top.

Flood of money should come into your pocket

Before we move forward, I have a small pleasure to you: Please share this article to friends who might be interested in this story or give us a facebook like. 

Our blog can only exist when we get support from our readers via sharing or donation. Thank you for your support.

8 latest stocks with strong cash income sources are...

15 Fastest Growing And Attractively Valueated Dividend Growth Stocks

Growth is very important for long-term investors. It doesn't make much sense to buy a stock and pay 20 times of earnings when growth is zero.

Today's stock markets are irrational valuated but you must pay this price if you don't get hurt by potential inflation.

Today I've created a small compilation of mid-term and long-term dividend growers with great sales growth over the past five years (over 10 percent annually). In addition, they have a low forward P/E as well as double-digit earnings growth forecasts for the next five years.

The list contains 15 stocks of which half are large capitalized and ten are recommended to buy.

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.

Software Giant Microsoft Is The New Stock Buy For My Passive Income Portfolio

Past Friday, I purchased shares of the software giant Microsoft. The company has a P/E of 13.08 which should fall to a ratio of 11.32 by next year. Earnings growth of 8.7 percent for the next five years is forecasted by analysts.

Microsoft announced recently to raise their future dividends by 22 percent and buy back $40 billion in own shares. This should drive trading volume into the stock. The expected dividend yield is 3.31 percent.

I believe that the microsoft stock has still potential to grow dividends in the future. Despite the weakness with the implementation of new technologies, Microsoft is still a growth stock. Sales more than doubled within the past decade and earnings increased by a factor of 2.5x. That's pretty good for the company with $77 billion cash and $12.6 billion long-term debt.

However, I put 40 shares at $33.88 into the Dividend Yield Passive Income Portfolio. The total purchase amount resulted in $1,360 which should bring additional $45 in yearly dividends.

Latest Portfolio Transactions (Click to enlarge)

Portfolio Overview I (Click to enlarge)

Portfolio Overview I (Click to enlarge)

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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.

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Over the full year, the expected dividend income amounts to $2,485. With around $27,400 in deposited cash, it’s still possible to reach the $3,000 by the end of this year.

Portfolio Performance (Click to enlarge)

The full portfolio holdings are up 6.23 percent in average. Due to the high cash amount and slow buying process in a gaining market, the complete portfolio performance is only 5.85 percent.

Here is the income perspective of the portfolio

Sym	Name	P/E Ratio	Dividend Yield	Buy	# Shrs	Income	Value
TRI	Thomson Reuters C	26.32	3.75	28.90	50	$64.75	$1,725.50
LMT	Lockheed Martin C	13.78	3.75	92.72	20	$92.00	$2,450.00
INTC	Intel Corporation	12.21	3.98	21.27	50	$45.00	$1,140.50
MCD	McDonald's Corpor	17.33	3.25	87.33	15	$46.20	$1,420.50
WU	Western Union Com	11.77	2.68	11.95	100	$50.00	$1,878.00
PM	Philip Morris Int	17	4.03	85.42	20	$70.58	$1,740.80
JNJ	Johnson & Johnson	19.22	2.93	69.19	20	$50.80	$1,746.20
MO	Altria Group Inc	15.86	5.19	33.48	40	$72.00	$1,386.00
SYY	Sysco Corporation	18.9	3.55	31.65	40	$44.80	$1,268.80
DRI	Darden Restaurant	16.32	3.37	46.66	30	$46.50	$1,401.60
CA	CA Inc.	12.77	3.42	21.86	50	$50.00	$1,478.50
PG	Procter & Gamble	19.65	3.07	68.72	25	$58.20	$1,900.50
KRFT	Kraft Foods Group	17.17	3.76	44.41	40	$80.00	$2,128.80
MAT	Mattel Inc.	18.93	3.3	36.45	40	$55.60	$1,702.00
PEP	Pepsico Inc. Com	18.71	2.78	70.88	20	$44.20	$1,592.40
KMB	Kimberly-Clark Co	20.08	3.36	86.82	15	$47.55	$1,413.90
COP	ConocoPhillips Co	11.7	3.81	61.06	20	$52.80	$1,419.40
GIS	General Mills In	17.85	2.18	42.13	30	$31.20	$1,438.50
UL	Unilever PLC Comm	18.06	3.5	39.65	35	$47.01	$1,334.55
NSRGY	NESTLE SA REG SHR	19.1	3.15	68.69	30	$65.31	$2,058.00
GE	General Electric	17.84	3.15	23.39	65	$49.40	$1,563.25
ADP	Automatic Data Pr	24.64	2.45	61.65	25	$43.50	$1,788.00
K	Kellogg Company C	22.56	3.02	61.52	25	$44.50	$1,484.00
KO	Coca-Cola Company	19.57	2.95	38.83	40	$43.80	$1,488.00
RTN	Raytheon Company	12.94	2.87	57.04	20	$43.00	$1,485.00
RCI	Rogers Communicat	11.39	3.97	46.5	50	$84.00	$2,150.00
GPC	Genuine Parts Com	17.87	2.65	77.06	20	$42.12	$1,613.00
TSCDY	TESCO PLC SPONS A	N/A	3.87	17.08	110	$75.68	$1,931.60
APD	Air Products and	22.5	2.63	85.71	15	$41.55	$1,594.65
GSK	GlaxoSmithKline P	19.35	4.66	52.16	30	$71.13	$1,503.30
WMT	Wal-Mart Stores	14.24	2.47	79.25	20	$36.16	$1,456.00
BTI	British American	15.78	4.05	111.13	23	$96.14	$2,363.71
CHL	China Mobile Limi	10.81	4.06	55.32	25	$55.95	$1,373.75
MMM	3M Company Common	18.56	2.1	110.27	15	$37.43	$1,791.00
TUP	Tupperware Brands	18.61	2.56	80.98	15	$33.30	$1,313.40
IBM	International Bus	13.05	1.96	197.09	16	$57.60	$2,945.60
HAS	Hasbro Inc.	18.99	3.24	44.09	30	$45.60	$1,422.90
T	AT&T Inc.	25.76	4.01	34.47	30	$40.50	$1,012.50
WAG	Walgreen Co. Comm	21.86	2.04	44.25	30	$34.20	$1,673.70
AFL	AFLAC Incorporate	8.74	2.23	59.39	20	$28.00	$1,274.60
TGT	Target Corporatio	15.29	2.38	68.69	32	$48.32	$2,029.12
CSCO	Cisco Systems In	12.37	2.83	25.12	90	$58.50	$2,071.80
DE	Deere & Company C	9.42	2.42	84.11	15	$29.85	$1,238.25
RGR	Sturm Ruger & Co	13.77	2.96	51.65	20	$38.52	$1,301.40
LO	Lorillard Inc Co	14.17	4.77	42.3	30	$65.00	$1,347.90
UNP	Union Pacific Cor	17.69	1.84	154.75	8	$22.88	$1,231.20
IDA	IDACORP Inc. Com	12.83	3.17	47.94	20	$30.40	$962.80
BAX	Baxter Internatio	16.08	2.92	66.38	20	$37.60	$1,300.20
MSFT	Microsoft Corpora	13.12	2.72	33.88	40	$36.80	$1,355.20
						$2,485.92	$78,690.28
						Average Yield	3.16%
						Yield On Cost	3.37%