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Showing posts with label PRGO. Show all posts
Showing posts with label PRGO. Show all posts

20 Cheapest Large Cap Healthcare Dividend Stocks

The stock market offers opportunities every day, but healthcare is easily the sector benefiting most from the trend of aging demographics in the U.S. and throughout the developed world. 

This helps explain how over the past decade, the Global Healthcare Sector has outperformed the benchmark S&P 500 by more than 20%.

Looking for cheap stocks that pay dividends? These healthcare leaders are riding the aging demographic trends to profit town and deserve your attention.

The first thing that comes to mind, when determining whether a stock is overvalued or not, is its price-to-earnings (P/E) multiple. We hereby shortlist healthcare stocks with forward P/E ratio trading below 15x. Standard criterion holds that, anything under 15x will be dirt cheap.

Because of the high market valuation, we can say today that high-quality dividend stocks with a P/E under 20 are cheap, compared to bond yields.

Attached you will get a list of the cheapest healthcare dividend stocks by forward P/E. I've excluded all stocks with a market capitalization under 2 billion. Each of the results has a forward P/E under 15 which corresponds with an earnings yield over 6.6%.

These are the 20 cheapest healthcare dividend stocks....

15 Fairly Priced Growth Orientated Dividend Achievers

Investing in dividend stocks isn't the only way to make money in the stock market, but it's a pretty effective one.

Buying dividend stocks and holding them for long periods of time can be a great way to generate income from your portfolio or help build a position over years through dividend reinvestment.

For this to be effective, though, investors need to find stocks of quality companies that are going to crank out dividends at a decent rate quarter after quarter.

A solid ground to start your research is the dividend Achievers list. Those stocks managed to raise dividends each year for more than 10 years in a row.

In total, there are 333 stocks with such an impressive dividend growth history.

Today I want to select only those that might look really interesting in terms of price to growth. 

I selected those stocks with double-digit expected earnings per share growth while the forward P/E is still less than 15 and an acceptable debt burden weights on the balance sheet.

Only 15 stocks fulfilled these criteria. You find the full list at the end of this article.

Here are the top yielding stocks in detail...

18 Cheap Dividend Growth Stocks To Consider Now

Growth at a reasonable price is an investing strategy that blends value and growth investing.

Instead of just buying a stock that’s cheap, or one that’s growing earnings fast, we look for stocks that appear decently priced with respect to year-over-year growth.

For example, a company growing 15% annually with a price-to-earnings (P/E) ratio of 15 or less would be considered cheap by growth at reasonable price standards.

Attached you will find a compilation of dividend growth stocks that which I have screened by growth at reasonable price standards.

I only screened stocks with a 10 year plus dividend growth at 10% earnings growth and less than 15 P/E multiple.


In order to avoid debt overloaded stocks, I decided to select only those stocks with a debt to equity under 1.

18 stocks remain. Attached you will find the results compiled in a list with important fundamentals.


Here are the best yielding results in detail...

20 Stocks With At Least One Billion Share Buyback Plan In 2016

When corporations are profitable and established, they tend to return capital to shareholders. 

This can be achieved via stock buybacks to shrink the float and to support the stock, or it can be done via one-time dividends or by raising their annualized quarterly dividends.

In my blog, I often cover successful long-term dividend growth stocks. Those companies managed to raise dividends over a decade or half century.


I also talk a little about buyback stocks. Those gave more money back vie share repurchases which is in the end the same.


Today I would give you a short introduction into the biggest share buyback announced from the current fiscal year 2016.


As of now, we've noticed 94 companies with fresh, new, or increased buyback plans.


Here are the biggest announcements from fiscal 2016 to date...

17 Oversold Dividend Achievers Trading At Very Attractive Levels

The market pullback is serving up a yield bonanza, and investors who rely on dividends to supplement their income have a wide variety of stocks to choose from. 

 Super-sized payouts should probably be avoided because they come with higher risks and you don’t want to step in just before the distribution gets a nasty haircut. There are, however, a handful of stocks with rock-solid dividends that are now trading at very attractive levels.

Each of the attached stocks have a long dividend growth history of more than 10 years. In addition, the forward P/E is under 15, the debt to equity under 1 and earnigs should grow by more than 5 percent yearly for the next 5 years.

Finally every stock in the attached list is oversold by a RSI value of 0.4.

Here are some of my current ideas....

8 Reliable Dividend Payers To Watch

A stock's dividend yield equals the dollar value of the dividend it pays, divided into the dollar value of the stock that pays it. When the price on that equation gets smaller, the number on the other side of the equation gets bigger -- and the dividend yield increases.

For dividend hunters like me, falling stock prices are good. I will only receive a higher dividend when the company pays the same dividend in the future. Reliability is a key issue when you put money into stocks. 

The most important figure to evaluate business stability is to look at the 10 year fundamentals of the company. If you see earnings changes only at a small level, you might have found a non cyclic business model with a solid dominated market position.

Most of our long-term dividend growth stocks have such a not accounted asset. The price we pay for this invisible value is a premium on the book value on the company accounted assets.

Today I like to show you some interesting Dividend Achievers, stocks with more than 10 years of consecutive dividend growth, with attractive fundamentals.

Here are my screening criteria:

- Beta under 0.5
- 5 Year EPS growth predictions over 5%
- Sales of the past 5 years grown over 5%
- Debt to equity under 0.5

Here are the results in detail...

17 Best Healthcare Dividend Growth Picks Of The Past 20 Years

The healthcare sector should be an important part of every dividend investor's portfolio. Healthcare spending as a portion of GDP in OECD countries is expected to rise steadily over the coming decades. In East Asia, healthcare spending will also rise relative to GDP, given the steep drop in fertility in that region over the last 20 years.

An aging population is a very long-lived, secular trend, and so many well-positioned healthcare businesses have steady growth prospects as far out as the eye can see. Luckily for income investors, the healthcare sector includes many businesses that are stable, dividend-minded and have good balance sheets.




Today, I like to introduce a few of the best dividend growth stocks from the healthcare sector. You might have some great names in your mind, like Johnson & Johnson or Medtronic.

For me, the medical equipment industry is a great way to invest into the future. Pharmacy is also a great but they are more cyclic and threaten by biotech. Those get also pressure from bio-similars.

There is no guarantee for a good return in the future but I feel confident to own some of the best names in the sector.

These are the best Healthcare dividend growth picks of the past 20 years. Which stocks do you like?

Cracking The Best Healthcare Dividend Stock Secret

This Weekend my eyes and thoughts curved around the Healthcare sector. 

I read several interesting articles from the sector, mostly about the biotech’s and new Hepatitis C drugs from Gilead, Sovaldi and Harvoni.

Those are very expensive drugs with potential to kill the current medical systems but they also generate tons of cash for their corporate.

I also noticed that the Healthcare sector grows at a much faster pace than the economy does, with 10+ percent. How can you benefit from this trend? I don't know. Prices are high, even on free cash flow basis.

Second, the old synthetic drug cash cow system from Pfizer doesn't work anymore. PFE is losing revenues. Even Teva, a generic drug manufacturer, struggles.

In order to get an overview about modest valuated growth stocks from the Healthcare sector, I've created a screen for large capitalized sector members with the following main criteria:

- EPS growth next five years: over 5 percent
- Sales growth past five years: over 5 percent
- Forward P/E under 20
- Positive Dividend

14 attractive healthcare growth stocks remain. It's a very selective list with focus on sales and earnings growth. You can find the full results attached. 

You may also interested in my older articles about healthcare dividend stocks.

Below are also five of my favorites. Which stocks do you like? Please let me know.


18 Cool Dividend Growth Large Caps For A Hot Market

What stocks can we buy when the market hits new highs on a regular basis?

I'm really scared about the ease to trade stocks at such high levels. Markets are valuated far above 20 P/E multiples and the Dollar becomes more and more attractive for foreign investors.

When I look into my dividend stock database, I also see skyrocket price ratios. For sure there are some pretty good stocks in my sheets with deep values but normal investors don't should expect such a big growth for the near future that can justify this valuation.

Today I like to give you some ideas about good growing stocks with a solid dividend growth history and a low debt figure as well.

These are my criteria:

- Large Capitalization (+ 10 Billion USD)
- Expected EPS Growth over 10%
- P/E below 20
- Debt-To-Equity under 0.5
- Consecutive Dividend Payments over 10 years

18 stocks fulfilled my criteria. Not much but some ideas. Would I buy them? I'm not sure. I think that more and more volatility is coming into the market and this could also mean that it is possible to buy them in the near future at a cheaper price.

If you would like to receive more dividend stock ideas, you should subscribe to my free e-mail list. Alternatively, you can follow me on Facebook or Twitter.

High yielding stocks are old-fashioned which is also reasonable to QE programs, overseas crises and the low interest environment as well. 

These are my 4 favorite results:

These Dividend Contenders May Rise Dividends Within The Next 3 Months

Recently, I wrote about DividendChampions that may rise dividends within the next 3 months in order to keep their status as dividend grower alive.

It's fantstic to know what companies should hike it's dividends because the current yields are so low that each investor get tears in his eyes.

A potential dividend hike could lift the current dividend yield on a new level.


Today I like to introduce some Dividend Contenders with potential to hike dividends over the next quarter. As a result, I found 20 companies; nine of them yield over 3 percent.

Dividend Growth is a wonderful investing space on which I personally spend a lot of time. 

I love it to see dividends grow but it's only possible if a company grows and has low debt ratios.

These are my 6 highlights... 

8 Stocks to Beat Warren Buffett's Portfolio Return Easily

Warren Buffett is one of the most trusted investors in the world. When he put money on the table, many institutional investors follow his moves and discover if they could make any money with the stocks he has chosen.

When I look at the recent earnings figures of some of his investments, I saw that many stocks reported results not in-line with investor’s expectations. As a result, they got sold massively out.

IBM, Coca Cola, Tesco, Exxon and now diabetes drug maker Sanofi who lost yesterday nine percent. Are these long-term opportunities or will they run flat in the future? I don't know but what I know is that some of the past results of those companies are not comparable to the current economic environment.

I personally checked some of his new investments and came to the result that Warren is building a new investment company, based on energy and capital intensive stocks. 

I'm a fundamental driven growth investors who love to see that the company is paying a good part of its free cash flow to shareholders.

You also may like: 10 Stocks With The Highest Share Buyback Volume In 2014

The market has many great companies to offer which have doubled sales in the past decade and paid 40 percent of the current stock price in dividends over the recent ten years. That's a good number in my view.

Today, when the markets have recovered, I start a new screen of high-quality dividend stocks with attractive fundamentals. I know that it is hard to find cheap companies in highly valuated markets but sometimes we must be creative to calculate the real values.

Below are five ideas with double digit-expected earnings per share growth figures for the next five years. They have also a lower beta than the overall market and acceptable debt-to-equity ratios.

I've compiled many stocks from different sectors and industries in order to create a good diversification. What do you think about my new ideas? Are they good enough to buy or do you still have some of them? Please let me know and thank you for reading and commenting.

These are my results:

Best Dividend Paying Stocks | Ex-Dividend Shares November 27, 2012

The Best Yielding And Biggest Ex-Dividend Stocks Researched By Dividend Yield - Stock, Capital, Investment. 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 ex-dividend date can be found here: Ex-Dividend Stocks on November 27, 2012. In total, 21 stocks and preferred shares go ex dividend - of which 10 yield more than 3 percent. The average yield amounts to 3.61%. If you like to receive the next dividend you need to buy the dividend stocks now.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Alto Palermo S.A.
472.35M
13.64
2.75
2.46
14.46%
Nordic American Tankers Limited
505.39M
-
0.56
5.06
12.57%
IRSA Investments and Representations
442.13M
7.72
0.89
1.41
8.48%
Cresud Sociedad An
407.80M
28.03
0.92
0.57
6.19%
Avista Corp.
1.39B
15.78
1.10
0.88
5.00%
Great Plains Energy Incorporated
3.08B
15.43
0.90
1.33
4.34%
Computer Programs & Systems Inc.
569.18M
20.71
8.90
3.20
3.58%
Rockwood Holdings, Inc.
3.47B
8.34
2.06
0.99
3.16%
Cisco Systems, Inc.
100.03B
12.15
1.90
2.14
2.97%
Schnitzer Steel Industries Inc.
734.89M
28.18
0.69
0.22
2.69%
Barnes Group Inc.
B
1.12B
12.49
1.43
0.95
1.93%
The Home Depot, Inc.
97.71B
22.90
5.51
1.35
1.79%
Reliance Steel & Aluminum Co.
4.30B
10.99
1.24
0.50
1.76%
Griffon Corporation
588.45M
32.27
0.91
0.32
1.03%
Westlake Chemical Corp.
5.06B
16.05
2.49
1.39
0.99%
Werner Enterprises Inc.
1.68B
15.91
2.11
0.83
0.87%
Perrigo Co.
9.71B
22.72
4.94
3.02
0.35%
Gardner Denver Inc.
3.39B
12.75
2.48
1.42
0.29%

The Best Stocks With Dividend Growth From Last Week (Nov 05 - 11, 2012)

Stocks With Biggest Dividend Hikes From Last Week And The best Ones To Invest In by Dividend Yield – Stock, Capital, Investment. Here is a current sheet of companies that have announced a dividend increase within the recent week. In total, 45 stocks and funds raised dividends of which 25 have a dividend growth of more than 10 percent. The average dividend growth amounts to 42.41 percent. Exactly 11 stocks/funds have a yield over five percent (High-Yield); 21 above three percent. 31 companies are currently recommended to buy.

Below is a selection of the four best dividend growth stocks to invest in. Not all of the results are cheap stocks but they have some kind of value in their business model.

The Best Healthcare Growth Picks Of The Next Five Years

Healthcare Dividend Stocks With Highest Expected EPS Growth Researched By “long-term-investments.blogspot.com”. I like healthcare companies because the sector is a long-term growth area due to the ongoing aging population. The sector is a 46.1 trillion bet on stronger than expected health diseases with a current dividend yield of 3.20 percent. We know that the sector is very political driven because heath is a question of cost and money. 80 percent of the world’s population cannot finance a solid medical-aid, medical-care ore even an old-care. The best dividend stocks within the sector still come from the major drug manufacturing industry as well as from the medical practitioners industry.

I made a little screen of the best large capitalized stocks with the highest expected earnings per share growth for the next five years. The industry with the biggest earnings forecast is definitely the biotechnology industry, followed by medical appliances and equipment stocks. But those companies pay no dividends. I focused on stocks with a positive yield and a double-digit earnings growth. Finally, fourteen companies remained of which all are currently recommended to buy. The mostly represented companies are from the healthcare plans industry.

The Best Yielding Dividend Stocks At New Highs

High Dividend Yield Stocks Close To New Highs By Dividend Yield – Stock, Capital, Investment. Here is a current sheet of stocks with a positive dividend yield that have crossed a new 52-Week High within the recent days. Despite the turmoil’s at the markets, there are 44 companies at one-year highs and some of them pay very good dividends. I screened the best performing stocks and analyzed all with a positive yield. Sixteen companies fulfilled these criteria of which nine have a buy or better recommendation. The best yielding stock is Apollo Residential Mortgage (AMTG) with a yield over 15 percent. Two additional stocks have a double-digit yield.

12 Healthcare Dividend Stocks With Gaining Earnings Momentum

Healthcare Dividend Stocks With Accelerated Growth Researched By Dividend Yield - Stock, Capital, Investment. Growth stocks are wonderful especially if they are at the beginning of their growth path. Growth normally creates shareholder value and if the company doesn’t need much money to finance the growth, you can benefit already within the early stage.

I screened the healthcare sector by stocks with a recent earnings growth of more than ten percent (past five years). In order to catch up only those stocks with a gaining earnings growth, I observed only stocks with a quarter over quarter sales and earnings per share growth of more than 10 percent. Exactly twelve companies fulfilled these criteria. All of them are recommended to buy.

Richard T. Cunniff – Sequoia Q4/2011 Fund Portfolio

Richard T. Cunniff – Sequoia Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 37 stocks with a total portfolio worth of USD 3,651,210,000.

Richard T. Cunniff – Sequoia Q3-2011 Fund Portfolio

Richard T. Cunniff – Sequoia Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 35 stocks with a total portfolio worth of USD 3,000,849,000.

Richard T. Cunniff’s fund positions as of Q3/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
VRX - Valeant Pharmaceuticals Int'l
14
0
$37.12
BRK.A - Berkshire Hathaway CL A
11.69
Add 0.34%
$106799.94
TJX - TJX Companies Inc.
9.49
Add 4.05%
$55.47
FAST - Fastenal
7.71
0
$33.28
IDXX - IDEXX Laboratories
5.06
Reduce 12.86%
$68.97
PCP - Precision Castparts
4.91
0
$155.46
AAP - Advance Auto Parts
4.84
Add 2.07%
$58.10
RYCEF - Rolls-Royce GP Plc
3.83
0
$9.28
MHK - Mohawk Industries
3.8
0
$42.91
ORLY - O'Reilly Automotive
3.68
0
$66.63
MA - Mastercard Inc.
3.15
0
$317.16
GOOG - Google Inc.
2.78
0
$514.38
IBM - International Bus. Machines
2.78
0
$175.03
BRK.B - Berkshire Hathaway CL B
2.77
Add 66.86%
$71.04
TGT - Target Corp.
2.4
0
$49.04
PRGO - Perrigo Co.
1.71
0
$97.11
WMT - Wal-Mart Stores
1.64
0
$51.90
PX - Praxair Inc.
1.42
Add 27.21%
$93.48
QNTQF - Qinetiq Group Plc.
1.4
0
$1.82
GS - Goldman Sachs Group
1.37
0
$94.55
GLW - Corning Inc.
1.24
Buy
$12.36
HCXLF - Hiscox Ltd.
1.2
0
$5.75
OMC - Omnicom Group
1.15
0
$36.84
DHR - Danaher Corp.
1.07
0
$41.94
BDX - Becton Dickinson
1.02
0
$73.32
RBA - Ritchie Bros. Auctioneers Inc.
1.02
0
$20.19
FSLR - First Solar Inc.
0.72
0
$63.21
BRO - Brown & Brown Inc.
0.67
0
$17.80
TRMB - Trimble Navigation Ltd.
0.53
Add 510.74%
$33.55
EXPD - Expeditors Int'l
0.35
0
$40.55
SMTGF - SMA Solar Technology AG
0.19
Reduce 75.35%
$52.75
CNQ - Canadian Natural Resources
0.18
0
$29.27
COST - Costco Co.
0.11
0
$82.11
MTD - Mettler-Toledo International Inc.
0.09
0
$139.97
VRSK - Verisk Analytics Inc.
0.02
0
$34.76





Related Stock Ticker:
VRX, BRK.A, TJX, FAST, IDXX, PCP, AAP, RYCEF, MHK, ORLY, MA, GOOG, IBM, BRK.B, THT, PRGO, WMT, PX, QNTQF, GS, GLW, HCXLF, OMC, DHR, BDX, RBA, FSLR, BRO, TRMB, EXPD, SMTGF, CNQ, COST, MTD, VRSK