MLPs are publicly traded limited partnerships that derive at least 90% of their cash flows from real estate, commodities or natural resources. In the US there are about 120 MLPs with a combined value around $875 billion.
There are three classes of MLPs: upstream (resource extractors like oil and gas partnerships), midstream (those that transport and process resources, like pipeline operators), and downstream (refiners and distributors).
Rather than paying dividends to shareholders, they pay distributions to unit holders. Another difference is that most midstream MLPs have a general partner, who runs the partnership.
Limited partners (investors) don't have a say in how the MLP is run. In addition, general partners typically hold incentive distribution rights (IDRs), which means that a higher proportion of the MLPs marginal cash flow goes to them as the distribution grows (up to 50% of marginal cash flow).
There are three main drawbacks to MLPs. The first is that those partnerships with a general partner will experience slower distribution growth over time, as IDRs increase. Second, MLPs issue K-1 forms which are used instead of 1099's and can add a bit of complexity during tax preparation.
Finally is the fact that they shouldn't be used in tax deferred accounts such as IRAs. This is because they can generate what's known as UBTI (unrelated business taxable income) that can result in you owing taxes even though the investment is in a tax deferred account.
Attached I've compiled a couple of MLP's I like for a deeper research. Each of them pays a high dividend and has a higer market capitalization, over 300 million.
These are the names I like from the MLP space...
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label SPH. Show all posts
Showing posts with label SPH. Show all posts
The Best Performing Utilities And Which Of Them Are Still Cheap
Normally, you should not expect higher capital gains due to the slow growth and high investment costs.
It’s surprising that the best performing utilities
gained 18 percent to 80 percent within the first six months of the year. I my view,
it’s a shift to quality business models with higher yields and stable returns. Investors
look for investment alternatives outside the bond sector and utilities are a place
to be for the time being.
You can find a small list of the 20 best performing utility dividend stocks. I excluded all companies with a market capitalization below
300 million. They are definitely too risky and some of them have an extraordinary
high return. Lower valuated companies dominating the top results. The average market
capitalization amounts to 3.6 billion.
Despite the large price increase of the stocks, twelve
of them still have a buy or better rating.
13 Cheap High Yielding Stocks With Low Volatility
If the low beta stocks also have a low valuation, it could be interesting for me. You can find a full list of higher capitalized high-yield stocks with low beta ratios below. In total, there are 13 companies with a market capitalization over USD 2 billion and a yield above the 5 percent mark that have beta ratios of less than 0.5 and a forward P/E of less than 15.
The results are dominated by residential REITS. I personally don’t like this investment category. Sure you can make money with it but growth is very capital expensive. You sit on your investment and wait for rental price increases or decreasing vacancy rates. That’s not very funny for a long-term growth investor like me. As you see, there is also a huge debt burden on the stocks which exceeds the amount of equity by a few factors. Gas utilities and my favorites from the cigarettes industry are much more interesting.
Five of the results have a very high yield of more than 10 percent and seven have a current buy or better recommendation. What do you think about the screening results? Do you own some of the mentioned stocks? Let me know and discuss the pros and cons in the box below.
High-Yield Income Investing With Dividend Contenders
Best Dividend Contenders To Grow Your Income Researched
By “long-term-investments.blogspot.com”. Most of us have the
dream to safe little money over years and invest it into some fundamental
attractive stocks with great dividends in order to build up a secondary income
source. Starting at a low passive income, the dividends grow, your savings
increases the amount of stock capital and your dividend income grow steadily.
If you made the right investments, you should expect at least an income from
your investing activities which is high enough to pay all of your daily needs
and some extra items. All is only a question of the amount of regular savings
and the return and growth of your dividend stocks. The fundamental basis is that you find
growth stocks that share their business success with you. An investment class
which covers the best dividend growth stocks is the Dividend
Champions category. The prices of those high-quality growth stocks are very
high, so we should take look at the second group of following stocks, the Dividend
Contenders group (stocks with consecutive dividend growth of more than 10
years but less than 25 years).
I made a screen of the best yielding Dividend
Contenders, starting at a yield of more than five percent. Fifteen companies remained
of which five are currently recommended to buy.
The Biggest Ex-Dividend Stocks On November 02, 2012
The Best And Biggest
Ex-Dividend Stocks Researched By Dividend Yield - Stock, Capital, Investment. 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-dividend date on the next trading day.
A full list of all stocks
with ex-dividend date can be found here: Ex-Dividend Stocks on November
02, 2012. In total, 24 stocks and
preferred shares go ex-dividend - of which 15 yield more than 3 percent. The
average yield amounts to 4.63%.
Here is the sheet of the best yielding, higher
capitalized Ex-Dividend stocks:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
Energy
Transfer Partners LP
|
10.50B
|
9.34
|
1.51
|
1.73
|
8.35%
|
|
Regency
Energy Partners LP
|
3.92B
|
57.65
|
1.04
|
2.74
|
7.98%
|
|
Suburban
Propane Partners
|
1.52B
|
37.07
|
4.53
|
1.49
|
7.93%
|
|
Linn
Co, LLC
|
1.18B
|
-
|
-
|
-
|
7.27%
|
|
Linn
Energy, LLC
|
9.87B
|
-
|
2.36
|
7.47
|
6.89%
|
|
Spectra
Energy Partners, LP
|
2.93B
|
17.93
|
1.73
|
12.64
|
6.59%
|
|
Energy Transfer Equity, L.P.
|
12.32B
|
27.34
|
5.36
|
1.55
|
5.68%
|
|
Health
Care REIT, Inc.
|
15.16B
|
104.26
|
1.58
|
9.16
|
4.98%
|
|
Magellan
Midstream Partners
|
9.82B
|
21.72
|
6.50
|
5.27
|
4.47%
|
|
Dime
Community Bancshares
|
514.90M
|
10.74
|
1.33
|
2.58
|
3.86%
|
|
CDI
Corp.
|
332.28M
|
30.70
|
1.22
|
0.30
|
3.03%
|
|
Duff
& Phelps
|
528.77M
|
18.01
|
1.46
|
1.14
|
2.90%
|
|
Bryn
Mawr Bank Corp.
|
303.38M
|
14.33
|
1.51
|
4.13
|
2.83%
|
|
Sterling
Financial Corp.
|
1.32B
|
3.51
|
1.06
|
3.37
|
2.82%
|
|
StellarOne
Corporation
|
316.93M
|
15.95
|
0.73
|
2.72
|
2.33%
|
|
Kennametal
Inc.
|
2.82B
|
10.24
|
1.67
|
1.04
|
1.81%
|
17 Oversold High-Yields With Growing Business
Oversold High-Yields With Growing Earning Per Share Researched By “long-term-investments.blogspot.com”. Stocks with a massive amount
of sellers could fall very deep in a short period of time. Sometimes, the market
overreacts and companies are traded at very low prices.
I screened the capital market
by high-yields with positive earnings per share growth and signals to be oversold.
A good indicator to measure the degree of oversold is the relative strength index
(RSI). The RSI ranges from 0 to 100. An asset is deemed to be overbought once
the RSI approaches the 70. If the RSI approaches 30, it is an indication that
the asset may be getting oversold and therefore likely to become undervalued.
I listed all stocks with a RSI of less than 40. In order to exclude the
risks of low capitalized companies, I decided to screen only such stocks with a market
capitalization above USD 300 million. Seventeen companies remained of which seven
have a double-digit yield and six a buy or better recommendation.
The Safest And Best Yielding Dividend Contenders
Dividend Contenders With Low Beta And Highest Yields Researched By Dividend Yield - Stock, Capital, Investment. Dividend Contenders are stocks
with consecutive dividend increases of more than 10 years but less than 25 years.
157 stocks with such a great dividend growth history are available for investors
but not all of them are really safe heaven stocks.
I made a little screen within the investment category and searched stocks
with a very low beta ratio (below 0.5) and a dividend yield of more than four percent.
Nineteen stocks remained of which nine are high yields.
The 20 Best Yielding Dividend Achievers
The Best Yielding Dividend Achievers Researched By Dividend Yield - Stock, Capital, Investment. Dividend Achievers are stocks with continuous rising dividends of at least ten years in a row. Only 189 companies have such an impressive dividend growth history. The dividend yield structure is mixed. The investment class has 62 stocks with a yield below two percent, 113 stocks with a yield up to three percent and 150 yielding below four percent. Exactly 11 percent of the Dividend Achievers are high yields.
I screened the investment category by the best yielding stocks. All of the 20 high yields have a market capitalization over USD 300 million but only eight of them are recommended to buy.
The Most Profitable Utility Dividend Stocks
Utility Dividend Stocks With High Return On Investments And Big Operating Margins Researched By Dividend Yield - Stock, Capital, Investment. Utilities are stable dividend payer but they only generate slow growth for investors and they are very capital intensive. Nevertheless, people can make money with utility stocks.
I screened the utility sector by the most profitable stocks (stocks with an operating margin and return on investment over 5 percent) with a dividend yield over 4 percent. Exactly nine companies fulfilled these criteria. Most of the results come from the gas utility industry. Five stocks have a buy or strong buy rating.
Ex-Dividend Date Reminder For January 27, 2012
Here is a current overview of best yielding stocks that have their ex-dividend date on the next trading day. If your broker settles your trade today, you will receive the next dividend. A full list of all stocks with ex-dividend date can be found here: Ex-Dividend Stocks On January 27, 2012. In total, 33 stocks and preferred shares go ex-dividend of which 21 yielding above 3 percent. The average yield amounts to 5.35 percent.
The ex-dividend date is a major date related to the payment of dividends. If you purchase a stock on its ex-dividend date or later, you will not receive the next dividend payment. Instead, the seller gets the dividend. If you purchase before the ex-dividend date, you get the dividend. It is important that your broker settle your trade before the ex-dividend date.
These are the results of the best yielding stocks:
Full Circle Capital Corporation (FULL) has a market capitalization of USD 48.70 Million and operates within the “Credit Services” industry. These are the market ratios of the company:
P/E Ratio: 11.35,
Forward P/E Ratio: -,
Price/Sales Ratio: 5.05,
Price/Book Ratio: 0.86,
Dividend Yield: 11.80%.
 |
| 1-Year Chart Of Full Circle Capital Corporation (Click to enlarge) |
 |
| Long-Term Dividends History of Full Circle Capital Corporation (FULL) (Click to enlarge) |
Prospect Capital Corporation (PSEC) has a market capitalization of USD 1.17 Billion and operates within the “Asset Management” industry. These are the market ratios of the company:
P/E Ratio: 7.55,
Forward P/E Ratio: 9.94,
Price/Sales Ratio: 6.15,
Price/Book Ratio: 1.02,
Dividend Yield: 11.44%.
 |
| 1-Year Chart Of Prospect Capital Corporation (Click to enlarge) |
 |
| Long-Term Dividends History of Prospect Capital Corporation (PSEC) (Click to enlarge) |
Omega Healthcare Investors Inc. (OHI) has a market capitalization of USD 2.13 Billion and operates within the “REIT - Healthcare Facilities” industry. These are the market ratios of the company:
P/E Ratio: 68.83,
Forward P/E Ratio: 22.45,
Price/Sales Ratio: 7.42,
Price/Book Ratio: 2.38,
Dividend Yield: 7.94%.
 |
| 1-Year Chart Of Omega Healthcare Investors Inc. (Click to enlarge) |
 |
| Long-Term Dividends History of Omega Healthcare Investors Inc. (OHI) (Click to enlarge) |
Student Transportation, Inc. (STB) has a market capitalization of USD 75.22 Million and operates within the “Consumer Services” industry. These are the market ratios of the company:
P/E Ratio: 6.50,
Forward P/E Ratio: -,
Price/Sales Ratio: 0.98,
Price/Book Ratio: 2.94,
Dividend Yield: 7.78%.
 |
| 1-Year Chart Of Student Transportation, Inc. (Click to enlarge) |
 |
| Long-Term Dividends History of Student Transportation, Inc. (STB) (Click to enlarge) |
Atlantic Power Corporation (AT) has a market capitalization of USD 5.07 Billion and operates within the “Electric Utilities” industry. These are the market ratios of the company:
P/E Ratio: 5.53,
Forward P/E Ratio: -,
Price/Sales Ratio: 0.59,
Price/Book Ratio: 2.63,
Dividend Yield: 7.67%.
 |
| 1-Year Chart Of Atlantic Power Corporation (Click to enlarge) |
 |
| Long-Term Dividends History of Atlantic Power Corporation (AT) (Click to enlarge) |
Suburban Propane Partners LP (SPH) has a market capitalization of USD 1.66 Billion and operates within the “Gas Utilities” industry. These are the market ratios of the company:
P/E Ratio: 14.56,
Forward P/E Ratio: 13.67,
Price/Sales Ratio: 1.39,
Price/Book Ratio: 4.62,
Dividend Yield: 7.29%.
 |
| 1-Year Chart Of Suburban Propane Partners LP (Click to enlarge) |
 |
| Long-Term Dividends History of Suburban Propane Partners LP (SPH) (Click to enlarge) |
Transmontaigne Partners L.P. (TLP) has a market capitalization of USD 508.07 Million and operates within the “Oil & Gas Pipelines” industry. These are the market ratios of the company:
P/E Ratio: 17.31,
Forward P/E Ratio: 16.34,
Price/Sales Ratio: 3.33,
Price/Book Ratio: 1.45,
Dividend Yield: 7.17%.
 |
| 1-Year Chart Of Transmontaigne Partners L.P. (Click to enlarge) |
 |
| Long-Term Dividends History of Transmontaigne Partners L.P. (TLP) (Click to enlarge) |
Subscribe to:
Posts (Atom)