21 Stocks With Bigger Dividends

Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. Attached you find a full list of the latest dividend growers of the recent week. In total, 21 companies raised their dividend cash distributions to shareholders of which 18 are currently recommended to buy.

Big names are on the list like Siemens or Disney.

Dividends And Growth Combined: 5 Top Stock Picks That Could Outperform The Market

Who’s not dreaming about a long-term orientated portfolio that increases in value and pays you each year a higher dividend that beats inflation? I do!

The good think is that it's possible to create such a big income source with small money. I've also created a virtual portfolio with income focus in order show how dividend growth investing can look like.

Back to my daily stock idea that I often publish on this blog. I've created some ideas what stocks delivered good returns in the past and can also possibly outperform the overall market within the next years. It’s a combination of growth and dividends. These are my main criteria:

- Market cap is greater than $100 million.

- Dividend yield is greater than the dividend yield of the industry.

- The payout ratio is less than 100%.

- Past 5 years dividend growth rate is bigger than the dividend growth of the industry.

- Average annual earnings growth estimates for the next 5 years is greater than 10%.

- Past 5 years EPS growth is greater than the average industry value.

Attached are my five favorite picks with more fundamentals. The screen delivered some more results like the luxury brand company Coach, the German industrial conglomerate Siemens or the home improvement stock Leggett & Platt.

15 Cheap High Beta Industrial Dividend Stocks

Industrial dividend stocks with high beta ratios at a cheap valuation originally published at long-term-investments.blogspot.com. I love it to look for cheap stocks but bargains at the market are really hard to find especially because of the hundreds of thousands metrics you can use to identify an undervalued stock.

A major criterion which is often used by many investors is the price to earnings ratio. It tells you how many years do you need to get your investment back in corporate earnings. The lower the ratio, the cheaper your investment is. A P/E of 10 also means that the earnings yield is at 10 percent.
This month, I’ve created an article serial about high beta stocks. Those stocks are stronger correlated than the overall market and tend to outperform the broad S&P 500 in bullish times. They also tend to lose performance when the markets are going down.

Today I would like to screen high beta dividend stocks from the industrial sector with a cheap forward P/E ratio. Only fifteen stocks from the sector fulfilled these criteria and eleven of them are currently recommended to buy.

Industrial Dividend Stocks With Cheapest Forward P/E's

Dividend stocks from the industrial sector with very low forward P/E ratios originally published at "long-term-investments.blogspot.com". The cheapest large cap industrial dividend stocks, measured by the lowest forward P/E, are valuated between 8.27 and 14.08. Sixteen of the 20 cheapest industrial stocks have a current buy or better rating.

Industrials are more cyclic by its nature but they can give you a boost for your portfolio, especially when the economy is in a rush. My favorite buying sector is still the consumer sector. I love consumer stocks because of the high-margins and strong consumer loyalty which results in relative robust sales. Consumer stocks are subject of my analysis within the next week.

12 Best Dividend Paying Diversified Machinery Stocks

Stocks from the diversified machinery industry with the highest dividend yields originally published at "long-term-investments.blogspot.com". Industrials are not high margin stocks but they can deliver good returns.

Investors must be careful because an industrial goods stock has no end-consumer as client. They are more volatile, depending on the raw economy, and they can lose in recessions 50 percent of its profits or more.

Not all industrials are highly cyclic. It mainly depends on the degree of diversification. United Technology is an example for a high quality dividend growth stock which is located close to the industrial sector. UTX is also a low beta stock but more likely classifiable as a conglomerate.

Today I like to discover the diversified machinery industry by the highest dividend paying stocks. 69 companies have a relationship to the industry but only 42 pay dividends. The average dividend yield of stocks from the diversified machinery industry amounts to 2.40 percent and the average P/E is 19.0.

Linked is a list of the 12 large caps with the highest yield. Nearly all of them have a current buy or better rating. Diversification is the key for a successful investment.

General Electic (GE) Is The Next Stock Buy For The Dividend Yield Passive Income Portfolio

After the recent buys of Unilever and Nestlé, I want to force the industrial sector in my Dividend Yield Passive Income Portfolio (DYPI). One big player within the sector is General Electric (GE).

General Electric Company operates as a technology and financial services company worldwide. The company's Energy Infrastructure segment offers wind turbines; gas and steam turbines and generators; integrated gasification combined cycle systems; aircraft engine derivatives; nuclear reactors, fuel, and support services; oil and gas extraction and mining motors and control systems; aftermarket services; water treatment solutions; power conversion infrastructure technology and services; and integrated electrical equipment and systems.

Dividends and Earnings Of General Electric (GE)

GE is a diversified machinery stock with $245 billion market capitalization and sales of $147 billion. The current P/E ratio amounts to 16.83 and the dividend yield is at 3.25 percent. Earnings are expected to grow for the mid-term by a double-digit rate. The forward P/E is 12.71.

I bought 65 shares for a price of 23.39. The total purchase amount was $1,525.35 and will give me around $50 per year in additional dividends. The total portfolio income is now forecasted at $1,131.18 per year.

The average portfolio yield is 3.56 percent and the yield on cost (yield when I bought the stocks) amounts to 3.75 percent). The yield ratio declined because of the small capital gain of 4.87 percent.

Dividend Yield Portfolio Overview (Click to enlarge)

Latest Portfolio Transactions (Click to enlarge)

The virtual portfolio has now 21 stock holdings. Combined they have a current market value of $31,428.4. I purchased all stocks for a total cost of $29,968.25. Stocks of the DYPI-Portfolio are up 4.87 since the date of funding – October 04, 2012.

Only 30 percent of the 100k funded asset vehicle is currently invested. Roughly 70 percent or $70,177.80 in cash is still available for further stock acquisitions. With this money, I plan to increase the total number of stocks to 50-70 by the end of this year. With this in mind, the whole dividend income should grow to $3,000 to $4,000 per year. Over the next decade, this amount should double.

The total portfolio performance is 1.61 percent of which 1.56 percent was generated this year.

Dividend Yield Passive Income Portfolio Performance (Click to enlarge)

GE is a high debt loaded company. The total long-term loans amounted to $414 billion as of Q4/2012 and cash of $125.7 billion was accounted. The company has also a strong cash flow of $33 billion and an EBITDA in a range of $18 billion. So the EV/EBITDA ratio is around 17 - that's a damn high value. But capital business works different. In times of rising financial costs or financial crises, the business model could be hurt.

Sym	Name	P/E Ratio	Dividend Yield		Buy	# Shrs	Income	Value
TRI	Thomson Reuters C	11.95	4.31		28.90	50	$64.25	$1,496.00
LMT	Lockheed Martin C	10.47	4.74		92.72	20	$83.00	$1,762.40
INTC	Intel Corporation	9.51	4.37		21.27	50	$44.25	$1,021.00
MCD	McDonald's Corpor	17.57	3.05		87.33	15	$43.05	$1,428.75
WU	Western Union Com	8.22	3.06		11.95	100	$42.50	$1,402.00
PM	Philip Morris Int	18.01	3.52		85.42	20	$65.58	$1,868.40
JNJ	Johnson & Johnson	19.76	3.2		69.19	20	$48.80	$1,525.00
MO	Altria Group Inc	17.1	4.83		33.48	40	$68.00	$1,412.80
SYY	Sysco Corporation	17.95	3.34		31.65	40	$43.60	$1,310.00
DRI	Darden Restaurant	12.78	4.31		46.66	30	$57.90	$1,386.90
CA	CA Inc.	12.41	4.1		21.86	50	$50.00	$1,228.00
PG	Procter & Gamble	17.49	2.92		68.72	25	$56.20	$1,924.75
KRFT	Kraft Foods Group	17.04	4.21		44.41	40	$80.00	$1,898.40
MAT	Mattel Inc.	18.2	3.19		36.45	40	$51.60	$1,620.80
PEP	Pepsico Inc. Com	19.22	2.82		70.88	20	$42.56	$1,511.40
KMB	Kimberly-Clark Co	20.79	3.22		86.82	15	$44.40	$1,417.50
COP	ConocoPhillips Co	8.64	4.54		61.06	20	$52.80	$1,164.00
GIS	General Mills In	16.73	2.86		42.13	30	$38.85	$1,370.10
UL	Unilever PLC Comm	20.02	3.14		39.65	35	$43.89	$1,408.05
NSRGY	NESTLE SA REG SHR	19.34	3.06		68.69	30	$63.15	$2,079.33
GE	General Electric	18	3.1		23.39	65	$46.80	$1,520.35
							$1,131.18	$31,755.93
							Average Yield	3.56%
							Yield On Cost	3.75%