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Showing posts with label SIG. Show all posts
Showing posts with label SIG. Show all posts

6 Potential Stocks To Benefit From A Trump Policy

For deep value investors, the U.S. stock market offers slim pickings. A quick glance at the Russell 1000 Value Index will tell you that large capitalization, U.S., companies are not cheap at a price-to-earnings ratio of 19 times.

The S&P 500 is up almost 2.8% since the beginning of February and up over 8% since Donald Trump was elected President. Consequently, it is important to focus on stocks with two characteristics: an attractive relative valuation and sensitivity to policy changes. 

The Trump administration has promised to cut corporate regulations and tax rates, and engage in massive fiscal stimulus. Assuming those policy changes can be implemented they are naturally bullish for the stock market. The key is to find companies that are likely to be benefit asymmetrically for those policy changes and which do not already carry unreasonable valuations.

Attached you will find a couple of stocks that might be interesting in this enviroment. I run a screen with a main focus on valuation and growth.

These were my results...maybe you agree. There are some names on the list that are not popular but might be interesting in terms of free cash flow.

Here are the results...

20 Cheap High Growth Dividend Stocks

As an income investor, are you skeptical about finding high-quality dividend stocks at a decent price now that the S&P 500 is heading to record highs? Fret not, for you've come to the right place.

Today I like to introduce a few stock ideas that might be interesting for long-term investors with dividend focus and solid growth expectations.

These are my criteria:

Forward P/E under 15

Debt-to-Equity under 1

Payout Ratio Below 100%

Earnings growth expected over 10% yearly for the next five years.

Here are the cheapest results by forward P/E compiled in a list...

17 Fast Growing Dividend Stocks With An Unbelievable Momentum

Growth investors are looking for the next big thing that rules the market. They scout for stocks with enormous growth with hopes to pay later big dividends on a small investment when they have grown out.

Growth is wonderful and if I'm honest, I like stocks like Apple or Facebook too. Regretless, they are not only unicorns, more often prices are skyrocket; more likely in the case of Salesforce or Amazon than for Apple.

Today I've tried to compile a list of the fastest growing dividend stocks with unbelievable high growth rates, stocking not at a rate of more than 10 percent for the latest quarter over quarter reports.

I've selected only those stocks with a very large market capitalization of more than 10 billion in order to keep the big risk off the table.

As a result, 17 stocks joined my finishing list. Four of them have a yield over 2 percent, which is very comfortable in times of low interest rates.

Please let me know your thoughts about the winning list. Do you like some of the stocks?

Here are some highlights....

18 Services Stocks With Low Debt And Payout Ratios To Boost Future Dividends

Services dividend paying stocks with low payout ratios and relatively small debt figures originally published at long-term-investments.blogspot.com. Today I would like to continue my article serial about low leveraged stocks with small payout ratios. I believe that those stocks can pay higher dividends in the future or they have the ability to grow further without capital increases.

The services sector ha s many corporate stocks with small dividend payouts but the most of the stocks are working with small profit margins or they have a modest capitalization. I decided to look only at stocks with more than $2 billion market capitalization in order to get the best results. My other criteria are still the same: Debt to equity under 0.5 with a dividend payout ratio of less than 20 percent.

Eighteen stocks fulfilled the above mentioned criteria of which ten are currently recommended to buy.

The Latest Stock Buys And Sells From Bill Gates

Bill Gates and his latest stock buys and sells originally published at long-term-investments.blogspot.com. Today I would like to introduce you the latest stock buys and sells from Bill Gates.

Bill Gates is not only a self made billionaire who got his wealth from Microsoft. He is a much more diversified guy as you might think. A few years earlier, Bill Gates founded the Bill & Melinda Gates Foundation Trust which has a current portfolio value of around USD 17.8 billion.

The trust owns only 21 stocks of which around half of the value comes from the incurance company led by Warren Buffett, Berkshire Hathaway. 

Financial service is a big theme for Bill Gates. Other important industries he prefers are defensive consumer stocks and industrials. All three sectors combined represent around 80.7 percent of Bill Gates's full asset allocation.

Bill Gates has a similar investment style like his friend Warren Buffett. He is a passive long-term investor but with some different ideas and views about stocks and earnings growth. Why should it be otherwise? He’s a old tech guy.

Last Quarter, Bill Gates made only one stock purchase and sold six companies. Five of them were closed completely. The biggest impact had the reduction of the current Berkshire stake which impacted his portfolio by 3.59 percent.

Five of his seven portfolio moves pay dividends.

Ex-Dividend Stocks: Best Dividend Paying Shares On July 31, 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.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks July 31, 2013. In total, 17 stocks go ex dividend - of which 8 yield more than 3 percent. The average yield amounts to 4.13%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
CCA Industries Inc.
24.62M
-
1.08
0.51
8.02%
PAA Natural Gas Storage, L.P.
1.56B
21.73
1.29
3.83
6.51%
Main Street Capital Corporation
1.06B
9.18
1.64
11.10
6.08%
Plains All American Pipeline, L.P.
18.38B
1.82
2.73
0.38
4.30%
CMS Energy Corp.
7.48B
17.46
2.25
1.14
3.61%
Tesoro Logistics LP
2.42B
32.18
6.38
13.41
3.56%
Pfizer Inc.
212.30B
20.95
2.58
3.69
3.25%
MOCON Inc.
78.95M
39.72
2.35
1.43
3.08%
PNM Resources, Inc.
1.89B
19.22
1.18
1.39
2.79%
Capitol Federal Financial, Inc.
1.84B
26.37
1.12
5.89
2.37%
Ford Motor Co.
F
67.00B
11.54
3.80
0.49
2.34%
Ocean Shore Holding Co.
96.61M
20.67
0.91
2.68
1.61%
Coca-Cola Bottling Co.
597.02M
25.35
4.27
0.37
1.55%
SB Financial Group, Inc.
38.62M
7.49
0.71
1.49
1.51%
Pall Corp.
7.81B
25.17
4.50
2.94
1.43%
PetSmart, Inc.
7.47B
19.60
7.10
1.09
0.91%
Signet Jewelers Limited
5.81B
15.87
2.48
1.42
0.83%

Bill Gates’ Best Yielding Dividend Stocks | Biggest Bets Of The Bill & Melinda Gates Foundation

Bill & Melinda Gates Foundation Trust and their highest yielding dividend stock buys originally published at "long-term-investments.blogspot.com". Bill Gates is a self-made billionaire and started to manage his investments by himself. 

He created the Bill & Melinda Gates Foundation Trust which has assets of USD 18.1 billion under management. The money is distributed on 26 stocks. Bill’s approach is similar to the investment philosophy of Warren Buffett but he has his own investment style and invested money into different stock holdings.

Within the recent quarter, Bill bought no new stocks. Today I like to show you the latest 20 stock picks and the biggest positions of the trust. Bill is a great believer of Warren Buffett and he holds around USD 8.4 billion in Berkshire Hathaway shares. Additional billion stakes are Coca-Cola and Coca-Cola FEMSA.

Of his 20 latest transactions are 16 unique and twelve of them pay dividends.

Ex-Dividend Stocks: Best Dividend Paying Shares On May 01, 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.

A full list of all stocks with payment dates can be found here: Ex-Dividend Stocks May 01, 2013. In total, 21 stocks and preferred shares go ex dividend - of which 10 yield more than 3 percent. The average yield amounts to 3.36%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
PAA Natural Gas Storage, L.P.
1.34B
22.79
1.53
3.45
6.34%
American Strategic Income P III
158.49M
-
-
-
6.06%
Barclays PLC
58.27B
-
0.67
1.72
4.58%
Reed Elsevier NV
32.78B
14.78
6.79
6.69
4.36%
Reed Elsevier plc
23.00B
16.41
7.64
4.59
4.26%
National Penn Bancshares Inc.
1.41B
26.24
1.24
4.59
4.12%
Plains All American Pipeline, L.P.
19.15B
23.74
2.88
0.51
4.04%
CMS Energy Corp.
7.85B
17.31
2.43
1.21
3.47%
Tesoro Logistics LP
2.66B
33.86
-
16.95
3.30%
MOCON Inc.
78.08M
31.38
2.30
1.76
3.12%
Ford Motor Co.
F
53.71B
9.63
3.36
0.40
2.93%
Credit Suisse Group
43.76B
32.67
0.97
1.87
2.74%
Capitol Federal Financial, Inc.
1.81B
25.28
1.08
5.63
2.53%
Boston Private Financial Holdings
765.99M
17.62
1.24
3.49
2.06%
Coca-Cola Bottling Co.
563.69M
25.08
4.16
0.35
1.64%
Ocean Shore Holding Co.
102.81M
19.93
0.98
2.79
1.63%
Enersis S.A.
18.40B
15.75
1.50
1.32
1.07%
PetSmart, Inc.
6.88B
18.82
6.28
1.02
0.99%
Signet Jewelers Limited
5.46B
15.44
2.35
1.37
0.89%
Empresa Nacional de Electricidad
14.31B
28.76
2.68
2.85
0.59%