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...
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...
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 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.
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.
Labels:
ALV,
Bill and Melinda Gates Foundation,
BRK-B,
CAT,
FMX,
ORBK,
Portfolio Strategies,
SIG,
WSH
Ex-Dividend Stocks: Best Dividend Paying Shares On July 31, 2013
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.
|
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.
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.
|
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%
|
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