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Showing posts with label SBY. Show all posts
Showing posts with label SBY. Show all posts

Dividend Growers of the Week

I'm a dividend growth investor and watch daily what companies have raised their dividends. During the past week, seven stocks with a market capitalization of more than 1 billion increased dividends. Five of them have a current yield of more than 4 percent.

I've compiled all stocks with dividend growth in one sheet. Attached, you can find the list. The biggest names are U.S. Bancorp which Warren Buffett also owns. He recently added the company to his portfolio. 

Agilent, Morgan Stanley and the monthly dividend payer Realty Income increased dividends. 

Others are the fast growing semiconductor company Skyworks Solutions (SWKS) who has an unbelievable momentum as well as the Retail REIT W.P. Carey.

Agilent is also a stock that Warren Buffett should love while Morgan Stanley announced a huge dividend hike in April this year. Realty Income is still one of the most favored High-Yield stocks that pay monthly dividends.

Many banks and REITs are on the list. It should be a sign that those stocks benefit from low interest rates and quantitative easing.

Banks benefit not as much as REITs due to the low interest rates, but banks start to hike because their regulation allows it after the shocking financial crises in 2008.

Remember that those two industries are not in my dividend growth focus because they are cyclic and offer a kind of black-box for investors which I don't like. I like to see what I get.

Here are the dividend growers of the week:

20 Highly Shorted Financial Dividend Stocks And Which 11 Are Wrong

Financial dividend stocks with highest float short ratio originally published at "long-term-investments.blogspot.com". Financials are in focus of many investors because they have a great possibility to leverage profits and they benefit if the economy starts to grow. 

But the whole sector is also very vulnerable for systematic risks. Due to the concatenation of many firms, a bail in of one company can hurt the whole system deeply.

This is also one of the reasons why financial stocks are very popular targets for short sellers. If there develops a rumor, it ends in a bank run.

Today I like to show you which stocks from the financial sector (excluded by ETFs) have the highest float short ratio. My only restriction is a market capitalization of more than USD 300 million.

The 20 top results have a float short ratio between 11.56 and 28.67 percent. The Insuring industry is the biggest industry followed by REITs. Despite the negative view of the investors, eleven of the results have a current buy or better recommendation.