On one hand, many would argue that the emphasis on share repurchases is merely a sign of the times – the US economy continues to grow (albeit slowly) while corporates enjoy ample balance sheet flexibility in an entirely unprecedented ultralow interest rate environment characterized by the Fed’s ongoing reluctance to raise rates as much of the world’s government debt has moved to negative yields…
On the other hand, buyback activity near all-time highs could be considered a potential sign that the current Bull Market is approaching its peak. While there is a plausible argument supporting greater share repurchases – return of excess cash in the absence of viable alternative investments – firms have historically exhibited poor timing.
Management tends to repurchase shares in bull markets when profits are high and balance sheets are flush with cash, while cutting back during recessions (precisely the time they should be buying over the long term).
Here are 20 high quality buyback kings at a reasonable price...
Showing posts with label RL. Show all posts
Showing posts with label RL. Show all posts
Is Traditional Apparel Retailing A Buying Opportunity?
Given the recent negative performance of many apparel retailers and some calls that traditional apparel retailing is dead, we are addressing our thoughts on these issues and discussing which subsectors and companies we see as positioned best for long-term success.
In our opinion, there has been a secular shift in apparel retailing that is a persistent force.
We believe the current trend toward value over brand is here to stay. Unless a product can perform notably better than the competition (keep you warmer, keep you drier, perform better in athletic situations), consumers appear unwilling to pay a premium simply to own a brand.
We also think that shifts in wallet share are here to stay, with experience (travel, restaurants) valued over apparel, and other costs--including healthcare, education, and housing--rising in share.
Finally, we think the shift in distribution channel toward digital will persist.
As a result, we agree that apparel retail growth is not likely to return to historical levels. Having acknowledged that, we do believe that we are at a low point in the apparel retail cycle and there is future upside.
We do not believe brick-and-mortar apparel retailing is dead; however, it will look much different in the future. We think there is a place for stores where consumers can touch fabrics, try sizes, and see fit.
However, the apparel industry has experienced much self-inflicted near-term malaise. Many management teams have been overly optimistic regarding inventory levels and have not converted to more modern, responsive supply chains.
This has resulted in a highly promotional retail environment that has forced even well-run companies to discount to remain competitive. Also, we think we are nearing the end of the athleisure fashion trend.
With consumers having enough skinny and yoga pants to clothe themselves for a while and no new fashion must-haves, nothing is driving discretionary purchases.
Check out a summary of the big fishes in traditional retailing:
In our opinion, there has been a secular shift in apparel retailing that is a persistent force.
We believe the current trend toward value over brand is here to stay. Unless a product can perform notably better than the competition (keep you warmer, keep you drier, perform better in athletic situations), consumers appear unwilling to pay a premium simply to own a brand.
We also think that shifts in wallet share are here to stay, with experience (travel, restaurants) valued over apparel, and other costs--including healthcare, education, and housing--rising in share.
Finally, we think the shift in distribution channel toward digital will persist.
As a result, we agree that apparel retail growth is not likely to return to historical levels. Having acknowledged that, we do believe that we are at a low point in the apparel retail cycle and there is future upside.
We do not believe brick-and-mortar apparel retailing is dead; however, it will look much different in the future. We think there is a place for stores where consumers can touch fabrics, try sizes, and see fit.
However, the apparel industry has experienced much self-inflicted near-term malaise. Many management teams have been overly optimistic regarding inventory levels and have not converted to more modern, responsive supply chains.
This has resulted in a highly promotional retail environment that has forced even well-run companies to discount to remain competitive. Also, we think we are nearing the end of the athleisure fashion trend.
With consumers having enough skinny and yoga pants to clothe themselves for a while and no new fashion must-haves, nothing is driving discretionary purchases.
Check out a summary of the big fishes in traditional retailing:
40 Dividend Stocks With Potential To Boost Future Payments
In volatile markets, investors look for both growth and income in their portfolios. This can be achieved by honing in on companies that not only pay dividends but have been consistently increasing their payout.
Stocks that have a history of enhancing shareholder returns through consistent dividend hikes make an investor’s portfolio immune to large swings in stock prices in turbulent times.
Simultaneously, these offer outsized payouts or sizable yields on a regular basis irrespective of the market direction. Although these stocks do not necessarily have the highest yields, they are proven outperformers over the long term.
In today's screen you will find a couple of stocks with good potential to hike dividends for the next years. Each of the stocks have attractive fundamentals in my view.
You will find the lists attached at the end of this article. The focus from the screen was growth with solid financials.
Here are the best yielding results in detail....
Stocks that have a history of enhancing shareholder returns through consistent dividend hikes make an investor’s portfolio immune to large swings in stock prices in turbulent times.
Simultaneously, these offer outsized payouts or sizable yields on a regular basis irrespective of the market direction. Although these stocks do not necessarily have the highest yields, they are proven outperformers over the long term.
In today's screen you will find a couple of stocks with good potential to hike dividends for the next years. Each of the stocks have attractive fundamentals in my view.
You will find the lists attached at the end of this article. The focus from the screen was growth with solid financials.
Here are the best yielding results in detail....
8 Bargains To Look For In A Hot Market
Now, following a
six-year bull market, the markets look like inflated valuations in traditional
income areas such as real-estate investment trusts, master limited partnerships
and utilities.
The highest yields
on the stock market are paid by telecoms, tobacco stocks, MLPs, REITs or other
high debt-loaded or risky business models. But those yields are falling if you
look at the Reynolds yield which was a few years ago over 5 percent is now close
to the 3 percent ratio.
I've written in
the past about stocks that might pay a higher dividend in the future. In my
view, it's much better to buy low yielding stocks with potential to hike future
dividends. Not only by rising payouts, more by growing the revenues and income.
I’m more of a
dividend-aware investor than just a dividend investor, and I don’t own yield
for yield’s sake.
Today I like to
introduce 10 lower yielding stocks with a high potential to hike dividends. My main criteria
are low debt, little payout ratios and future growth.
If you like to
see all of the 80 results in a fact book, just donate and we send you the PDF
to you PayPal verified e-mail address. Thank you for supporting us.
These are some of the results...
The Secret Guide to Stocks That Warren Buffett Targets
When you look for attractive investment opportunities, you might have taken a deeper look at the activities of the professionals like George Soros, Bill Ackman or Warren Buffett.
Warren Buffett is one of the most respected investors in the world and his investment criteria are simple: Buy a growing business with inimitable assets at a reasonable price. Here are his criteria from his annual letter in detail:
Warren Buffett is one of the most respected investors in the world and his investment criteria are simple: Buy a growing business with inimitable assets at a reasonable price. Here are his criteria from his annual letter in detail:
(1) Large
purchases (at least $75 million of pre-tax earnings unless the business will
fit into one of our existing units),
(2) Demonstrated
consistent earning power (future projections are of no interest to us, nor are
“turnaround” situations),
(3) Businesses
earning good returns on equity while employing little or no debt,
(4) Management in
place (we can’t supply it),
(5) Simple
businesses (if there’s lots of technology, we won’t understand it),
(6) An offering
price (we don’t want to waste our time or that of the seller by talking, even
preliminarily, about a transaction when price is unknown).
It sounds simple
but often it is hard to find concrete stocks that could meet his restrictions.
Today I like to
close this gap by introducing some stocks that would appear on Warren Buffett's investing radar.
These are the results....
Labels:
Berkshire Hathaway,
Buying Dividend Stocks,
BWA,
Dividends,
HRB,
HRL,
KSU,
MKC,
PFG,
Portfolio Strategies,
RL,
SJM,
Warren Buffett
12 Consumer Goods Stocks With Big Dividend Potential
Consumer
stocks with low debt and dividend payout ratios to boost current yields originally
published at long-term-investments.blogspot.com. You know that I love
stocks form the consumer goods sector because there are so many companies with
a high quality and low cyclic business model. Around 3/4 of my investments have
a deep relationship to the consumer sector.
Today I would like to finish my monthly screen about low debt stocks with small dividend payouts. I’ve tried to compile the top picks from the major capital sectors with high potential of a growing dividend.
Here you can find the links to the articles:
The consumer sector offers 12 stocks with a low dividend payout of less than 20 percent combined with a debt to equity ratio below 0.2. Nine of them have a current buy or better rating by brokerage firms.
I own none of the mentioned stocks. This could be reasonable to the fact that most of the results have a very small market capitalization. I do love big companies with strong cash flows and high market entry barriers but those have also high debt burdens.
Today I would like to finish my monthly screen about low debt stocks with small dividend payouts. I’ve tried to compile the top picks from the major capital sectors with high potential of a growing dividend.
Here you can find the links to the articles:
The consumer sector offers 12 stocks with a low dividend payout of less than 20 percent combined with a debt to equity ratio below 0.2. Nine of them have a current buy or better rating by brokerage firms.
I own none of the mentioned stocks. This could be reasonable to the fact that most of the results have a very small market capitalization. I do love big companies with strong cash flows and high market entry barriers but those have also high debt burdens.
Ex-Dividend Stocks: Best Dividend Paying Shares On September 25, 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, 44 stocks go ex dividend - of which 13 yield more than 3 percent. 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
|
Healthcare Trust of America
|
2.47B
|
274.00
|
1.86
|
8.09
|
5.29%
|
|
Hawaiian
Electric Industries Inc.
|
2.51B
|
18.43
|
1.54
|
0.76
|
4.87%
|
|
Canadian Imperial Bank of Comm.
|
32.40B
|
10.17
|
2.08
|
2.82
|
4.59%
|
|
Staples,
Inc.
|
9.64B
|
-
|
1.60
|
0.40
|
3.25%
|
|
Nucor
Corporation
|
15.91B
|
38.37
|
2.11
|
0.86
|
2.95%
|
|
Sempra
Energy
|
21.44B
|
22.12
|
2.00
|
2.05
|
2.86%
|
|
Bancolombia
S.A.
|
12.30B
|
14.55
|
2.06
|
2.91
|
2.86%
|
|
Equity
LifeStyle Properties, Inc.
|
2.93B
|
35.97
|
3.97
|
4.10
|
2.84%
|
|
Ryder
System, Inc.
|
3.07B
|
13.83
|
1.98
|
0.48
|
2.28%
|
|
ProAssurance
Corporation
|
2.85B
|
8.81
|
1.22
|
3.87
|
2.17%
|
|
Protective
Life Corp.
|
3.35B
|
11.09
|
0.87
|
0.92
|
1.90%
|
|
Weight
Watchers International
|
2.11B
|
8.85
|
-
|
1.18
|
1.86%
|
|
Axiall
Corporation
|
2.66B
|
12.61
|
1.10
|
0.68
|
1.68%
|
|
Stantec
Inc.
|
2.44B
|
19.46
|
3.18
|
1.49
|
1.21%
|
|
Regal
Beloit Corporation
|
3.06B
|
16.14
|
1.53
|
0.99
|
1.17%
|
|
Canadian
Pacific Railway Limited
|
21.97B
|
32.05
|
4.03
|
3.81
|
1.08%
|
|
Ralph
Lauren Corporation
|
14.98B
|
20.86
|
3.98
|
2.14
|
0.97%
|
|
Zimmer
Holdings, Inc.
|
14.17B
|
20.67
|
2.41
|
3.14
|
0.95%
|
|
Flowserve
Corp.
|
8.89B
|
20.17
|
5.18
|
1.84
|
0.90%
|
|
Whole
Foods Market, Inc.
|
21.63B
|
40.17
|
5.72
|
1.68
|
19 Consumer Dividend Stocks With Highest Sector Growth
Consumer dividend stocks with highest expected
growth originally published at "long-term-investments.blogspot.com". Growth, that’s the
most important factor when you trade stocks and like to make money over the
long-run.
Growth is a must have but with rising growth
rates, price ratios also go up. You should be careful with stocks that have a
P/E ratio over 20 and a huge load of debt.
Today, I like to screen stocks from the consumer
goods sector, one of my favorite investment fields. 2/3 of my personal stock holdings
have a relation to the consumer area. I love those stocks especially when they are
well managed and pay great dividends.
Consumer stocks are normally characterized by
low cyclic stocks which produce solid returns on the invested capital. My
screening criteria are:
- Positive Dividend Yield
- Market Capitalization over 10 billion
- Relationship to the Consumer Goods Sector
- EPS Growth over 10 Percent for the next 5
Years
Nineteen stocks matched my criteria of which
fifteen have a current buy or better ratio. Car maker and supplier of them are dominating
the results. Those are also stocks with the highest beta ratios.
20 Best Stocks To Buy Or Sell On Black Friday
The best stocks to trade on Black Friday; originally
published at “long-term-investments.blogspot.com”. Today is Black Friday.
Yes, also for the financial markets is this calendar date a very meaningful
event. It is the first day of the pre Christmas shopping season which indicates
the strength of the full period. People searching for the best offers, the most
attractive deals and spend as much money as their credit card allows. Some companies
will benefit from Black Friday and the pre Christmas shopping season. Investors
should be careful by buying Black Friday stocks.
I made a screen of well-known stocks which have
an exposure to the current event. They are well diversified and should not have
a higher downside risk if the sales numbers are weaker than expected. If you
like the theme shopping and consumer goods and you like to buy stocks from several
industries covering these ideas then you should take a look at the list of the
20 Black Friday stocks below.
The Black Friday shopping stock list consists of
twenty stocks with consumer focus (apparel, jewelry, retail electronics and
food). Most of them pay dividends and the average stocks is expected to grow in
earnings by a double-digit amount. Below the results is one high-yield and sixteen
have a current buy or better rating by brokerage firms.
16 Best Growing Dividend Paying Consumer Goods Stocks
Best Dividend Stocks From The Consumer Goods Sector Researched By “long-term-investments.blogspot.com”. Stocks from the consumer
sector are important for the U.S. Economy. At the capital markets are 403 consumer
goods stocks tradeable. The whole market capitalization of them amounts to USD 165.60
trillion. The average dividend yield has a value of 2.59 percent and the P/E
ratio is 20.40.
In order to find the best dividend paying large cap growth stocks from
the investment sector, I screened all companies with a positive dividend yield,
great earnings per share growth of more than 10 percent and an operating margin
over 10 percent. To get the best results in terms of low debt and high cash,
the debt to equity ratio should be under one. Finally, the market
capitalization should be above USD 2 billion. Sixteen consumer stocks remained
of which twelve are currently recommended to buy.
Stocks With Fastest Dividend Growth In May 2012
Shares
With Highest Dividend Growth by Dividend Yield – Stock, Capital, Investment. Here is a current sheet
of companies with fastest dividend growth compared to the previous dividend
declaration. The dividend growth is often a good indicator for the financial
health of a stock. Companies with a strong increase in dividends judge the future
of their company rosy and they want to give money back to shareholders that
they don’t need for their business.
In
total, 35 companies announced a dividend growth of more than 10 percent within
the recent month. The average dividend yield of the fastest dividend growth
stocks from last month amounts to 3.33 percent and the dividend growth is 46.11
percent.
The Best Stocks With Dividend Growth From Last Week (May 21 – May 27, 2012)
Stocks With Biggest Dividend
Hikes From Last Week 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, 21 stocks and funds raised dividends of which 14 have a
dividend growth of more than 10 percent. The average dividend growth amounts to
19.29 percent. Exactly four stocks have a yield over five percent and seven are
currently recommended to buy.
Stephen Mandel - Lone Pine Capital Q4/2011 Fund Portfolio
Stephen Mandel - Lone Pine Capital Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Stephen Mandel's - Lone Pine Capital - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 48 stocks with a total portfolio worth of USD 13,063,798,000.
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