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Showing posts with label SXL. Show all posts
Showing posts with label SXL. Show all posts

My Favorite Master Limited Partnerships - High Yields and Low Taxes

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...

13 Great Safe Dividend Stocks With Yields Over 4%

When the price of a dividend stock climbs, its yield falls. As a result, a rising stock market, such as we've had of late, can make it harder for income investors to find attractive dividend payers.

Indeed, the current dividend yield on Standard & Poor's 500-stock index is just 2.1%, down from 2.3% a year ago. For retirees dependent on investment income, a 2.1% yield won't even keep up with inflation in 2017.

True, investors can buy stocks with unusually high yields, but such names typically come with greater risks. A too-good-to-be-true yield can be a red flag about a company's financial health and an indicator that the dividend isn't sustainable.

That's why dependable, high-quality stocks with above-average dividend yields are such important components of a retirement portfolio. Here are four great dividend stocks that are paying double the yield of the blue-chip S&P 500 index.

Attached, we've tried to compile a couple of stocks which combines both, a high yield, growth and some kind of safeness.

These are the results...

16 High-Yield Dividend Growth Stocks

More often than not, dividend stocks are what form the foundation of any great retirement portfolio. Not only have dividend stocks handily outperformed non-dividend-paying stocks over the long run, but they also offer a number of other advantages that income investors are bound to like.

To begin with, dividend-paying companies often have time-tested business models. A business is unlikely to pay a recurring dividend to investors if its management team didn't believe profits would grow in the future. Thus, dividend stocks are often a beacon of profitability and stability that attract income seekers.

Dividend stocks also help to hedge against inevitable stock market corrections -- there have been 35 stock market corrections of at least 10% since 1950 in the S&P 500 -- and payouts can be reinvested back into more shares of stock via a Dividend Reinvestment Plan, or DRIP. Purchasing more shares of dividend-paying stock with your payout in a repeating cycle can help your nest egg quickly compound in value over time.

Unfortunately, dividend stocks can also harbor a dark side. Income seekers would like the highest dividend yield possible, but they also have to ensure that a payout is sustainable. Dividend yields are a function of a stock's price, meaning a plunging stock price can dramatically lift dividend yields, making them seem attractive, at least on the surface. But, as we know, a plunging stock price could signify a business model that's in trouble. Thus, high-yield dividends, or those with yields of 4% or higher, should be heavily scrutinized by investors.

The yields on dividend stocks rise when their share prices become depressed. That’s an opportunity to chase extra yield. Besides, the best dividend-paying stocks do their most good when they are held for long periods of time. Ideally, the holding period includes many dividend hikes and market cycles.

In the beginning of this New Year, many investors review their portfolios. We all hope for a good year on the market and, most importantly, steady dividend growth increase among our portfolio. I selected some high yielding long term dividend growth stocks I think will perform well in 2017 and will increase their dividend payouts.

These are the results...

20 High Yielding Oversold And Underestimated Dividend Paying Stocks

I get questions from retired and income investors asking about oversold dividend stocks. 

In the current market, a lot of dividends stocks — particularly the more well-known ones — are hitting new 52-week highs on a regular basis.

These investors want to know if buying at all-time or 52-week highs is a mistake. 

The answer is usually, “it depends.” If you have a long-term horizon of, say, ten years or more, it doesn’t really matter.

The other answer, however, is that if the investor is looking for solid dividend stocks, there’s no reason to confine oneself to Johnson & Johnson (JNJ). 

There are other dividend payers out there, and I prefer to look for stock that are 10% or more off their 52-week highs. 

I personally use the technical indicator of the RSI in order to identify really oversold dividend paying stocks.

It suggests that, in an environment where everyone is looking for yield, that the stock has sold off for reasons that aren’t critical to its ongoing operations. That creates a buying opportunity.

Here are 20 higher capitalzied dividend stocks with yields over 4% looking oversold and undervalued:

15 Long-Term Dividend Growth Stocks That Could Reach A 10% Dividend Yield Soon

Achieving a double-digit dividend yield isn't a complicated process, however two key ingredients are essential. First, you'll need to identify and invest in high quality businesses that will grow their dividends for the foreseeable future.

Ideally you're looking for dividend growth of at least 5% per year. Then, you'll need significant patience. A 4% yield won't grow into a 10% yield overnight. You're most likely looking at a 10-15-year holding period to see a 4% or 5% yield transform into double-digits. If you get panicked out of the market at the first sign of volatility, this strategy will be much harder to execute.


However with a little bit of research into quality dividend growth stocks and a buy-and-hold strategy, you'll have every chance of being able to enjoy sizeable returns in the future.


However, what if there was an investing strategy that allowed you to enjoy yields as high as 10%, 15% or even 20%, without taking on any excessive risk or investing in high yielding stocks that could possibly see their dividends cut? The good news is that such a strategy exists.


Welcome to the world of dividend growth investing. Attached you will find a couple of stocks that might achieve a 10% dividend yield in the near future. 


Each of the stocks I show you have a dividend yield of at least 2% while earnings are expected to grow by more than 10 percent for the next five years. In addition, every stock has managed to grow dividends over a period of more than 10 years without a break.


These are the results...

15 Best Energy Dividend Growth Stocks With Yields Up To 8.65%

While it is easy to get caught up in dividend stocks with a high yield, investors tend to earn higher returns by investing in companies that pay a growing dividend. 

While several energy stocks have managed to grow their dividends in good times, only the best handful have succeeded in raising their payout throughout more than one energy cycle.

For sure engery dividend stocks are cyclic but some of them have strong assets and cash flows, generated by these assets.

Here are 15 dividend achievers that have delivered consistent dividend growth for more than a decade:

20 Midcap High-Yield Stocks With Dividend Yields Between 5.05% and 20.21%

When you year the term "high yield dividend stock," probably the thing that comes to mind is a stock with a dividend yield in the 5%-7% range. 

If you are looking at the highest yielding stocks out there, then we're talking about companies with yields in the teens, twenties, and even as high as 70%! 

If that kind of return sounds too good to be true, that's because it is. Here's a list of the 20 highest yielding dividend stocks that are traded on the major U.S. exchanges and have market caps of greater than $2 billion.

Each of the results have a positve return on asset ratio which means that the corporate makes money on its assets. In addition, these income should grow over the next five years.

I also implemented a ratio to experess the debt load of the company. The stocks should have a debt-to-equity ratio of less than 1.

The 20 top results have a yield ratio between 5.05% and 20.21%

Here are the 20 highest yielding results from the list...

17 Profitable Growing High-Yielding Stocks

Growth is important for many investment strategies. More important is that the firm has a profitable growth. 

Today I like to come back to my high-yield session. I like to screen companies with a positive return on assets and growing earnings. 


The market cap of each company should be bigger than 2 billion. That's in my view enough to keep the big risks of smaller capitalized stocks away.


In addition, the debt-to-equity ratio should be under one.


Only seventeen stocks fulfilled the above mentioned criteria of which financials and basic materials are dominating the screen.


Here are my favorites of the results...

Dividend Growth Dogs As Of July 2016

Top CCC Combo Dogs; 
Source: Seeking Alpha

16 High-Yield Dividend Growth Stocks Good Enough To Buy

There are lots of stocks on the market that pay high dividends. For example, you can easily find mortgage REITs, shipping stocks or business development companies with yields of 10% or more.

Just because a stock pays a high dividend doesn't necessarily make it a good long-term investment. But it could make sense to put small amounts of money into high yielding stocks in order to boost your dividend income.

Attached you will find a compilation of stocks with high-yields that might boost your portfolio cash income in the futre. I hope you will find some new ideas on the list. Do you like any of them or do you still own a few of the selected stocks?

Here are a few great long-term investments with yields above 5%...

20 Low Yielding Dividend Achievers That Might Deliver A Better Total Return Than High-Yield Stocks

This blog is mainly focused on high-quality dividend paying stocks that delivered a solid trustful dividend growth history in the past.

I'm also focused on higher yielding stocks because I do believe that those companies offer a better risk compensation and their business model allows it to generate a higher amount of free cash which could be distributed to shareholders.


But you need to look more into the balance sheets and income statements of a company in order to identify such a cash flow strength. 

A high yield doesn't mean that you will also get a high total return. If you get big dividends but the stock price falls, your return will turn negative.

The attached chart spells out the cost to the investor of focusing on yield over a long period of investing history. 


Investors who emphasized yield when purchasing stocks from this group of beloved cherry-picked Dividend Growth stocks missed out on earning the equivalent of a year's worth of a nice middle-class salary over the 18 years studied here.




You might see that a portfolio with lower yielding stocks delivered more total return due to a larger stock price appreciation than higher yielding stocks with lower growth possibilities.


Today I would like to introduce a few lower yielding Dividend Achievers with a fantastic future prediction. The attached list ranks midcap plus Dividend Achievers by its future EPS growth forecast. Only stocks with a debt to equity ratio under 1 were observed.


Here are the 20 top results, sorted by growth...


20 Low Yielding Dividend Achievers
That Might Deliver A Better Total Return
Than High-Yield Stocks
(click to enlarge)

19 Dividend Achievers Below Book Value

In a rising stock market, all eyes are on the income statement. But in a flat or falling market, the balance sheet moves into the spotlight. Investors want to know the real core accounted values of the company. 

If you look at the book value per share, you can easily identify stocks that are traded below their accounted assets.

If a company’s P/B ratio is less than one, the shares are selling for less than the value of the company’s assets.

What Is Book Value?

Book value is a measure of all of a company's assets: stocks, bonds, inventory, manufacturing equipment, real estate, etc. In theory, book value should include everything down to the pencils and staples used by employees, but for simplicity's sake companies generally only include large assets that are easily quantified.

Today I’ve screened my Dividend Achievers list by stocks with a current P/B ratio below one. 19 stocks matched exactly my criteria. The attached list shows all of them, sorted by the lowest ratio to the highest.

Here are the highest yielding results in detail…


20 Highest Yielding Ex-Dividend Stocks Of The Next Week

Attached is a list of the highest yielding stocks that go ex-dividend within the upcoming week. The full list can be found here: Ex-Dividend Stocks Of The Next Week August 03 - 09, 2015. Only MidCaps with a market cap over 2 billion were included.

IBM and Intel are the biggest stocks from the tech sector. The highest yielding stocks come from the oil and gas pipeline industry.

Below is a current stock list of dividend stocks (common shares, preferred shares and American Depositary Receipts – ADR’s), paying forthcoming dividends and having their ex-dividend August 03, 2015 – August 09, 2015. The average dividend-yield amounts to 4.32 percent.



66 Dividend Growth Stocks Of The Week

Attached is a full list of the latest Dividend Growers. Those stocks have announced a dividend hike during the past trading week.

66 stocks raised their dividends within the past week. 19 of them have a cheap forward P/E of less than 15.

You can find the biggest stocks in the attached list. Regional Banks are the cheapest growth stocks with expected EPS growth over 5 percent for the next half-decade.

The best yielding stocks with a 2 billion+ market cap can be found the following list. Oil and gas pipeline stocks dominating.


66 Dividend Growth Stocks Of The Week

Mondelez, Siomon Property, Energy Transfer Partners, Amphenol, Stanley Black & Decker, Magellan Midstream and Republic Services are the biggest stocks with dividend growth. Which stocks do you like?


Here are the all of the 66 dividend growers of the past week....

Ex-Dividend Stocks: Best Dividend Paying Shares On August 06, 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 August 06, 2013. In total, 24 stocks go ex dividend - of which 6 yield more than 3 percent. The average yield amounts to 2.75%.


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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Navios Maritime Partners L.P.
1.02B
9.82
1.54
4.90
11.70%
Entergy Corporation
12.15B
12.67
1.32
1.13
4.87%
Sunoco Logistics Partners L.P.
6.33B
13.38
1.21
0.48
3.93%
Computer Programs & Systems
638.87M
20.30
10.30
3.26
3.54%
Federated Investors, Inc.
2.96B
16.41
5.53
3.16
3.27%
United Financial Bancorp
308.77M
43.50
1.03
3.63
2.81%
Berkshire Hills Bancorp Inc.
656.15M
15.22
0.97
3.36
2.72%
Boston Private Financial Holdings
876.03M
23.14
1.56
4.09
2.47%
S&T Bancorp Inc.
737.58M
15.13
1.35
4.79
2.42%
Peabody Energy Corp.
4.31B
-
0.95
0.57
2.11%
Sensient Technologies
2.20B
19.36
1.89
1.49
2.08%
Discover Financial Services
25.00B
9.97
2.53
3.36
1.56%
Cardinal Financial Corp.
502.66M
11.23
1.59
4.56
1.46%
Starbucks Corporation
55.65B
35.52
9.69
3.85
1.13%
Southwest Airlines Co.
10.13B
27.29
1.49
0.59
1.13%
MarketAxess Holdings Inc.
1.95B
29.10
7.22
8.88
0.98%
Wintrust Financial Corporation
1.56B
16.27
0.94
2.50
0.86%
Franklin Electric Co. Inc.
1.84B
23.41
3.36
1.98
0.81%
Arkansas Best Corporation
583.52M
73.42
1.30
0.27
0.53%

Ex-Dividend Stocks: Best Dividend Paying Shares On May 07, 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 07, 2013. In total, 18 stocks and preferred shares go ex dividend - of which 5 yield more than 3 percent. The average yield amounts to 2.80%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Box Ships Inc.
116.06M
6.12
0.49
1.80
18.92%
Entergy Corporation
12.69B
10.90
1.33
1.21
4.67%
Computer Programs & Systems
565.08M
18.09
9.60
3.00
4.00%
Sunoco Logistics Partners L.P.
6.28B
14.26
1.03
0.48
3.79%
S&T Bancorp Inc.
558.14M
12.78
1.03
3.60
3.19%
United Financial Bancorp
295.86M
44.94
0.97
3.76
2.97%
Koninklijke Philips Electronics NV
27.05B
157.00
1.76
0.84
2.94%
Wynn Resorts Ltd.
14.01B
28.86
-
2.72
2.88%
MetLife, Inc.
44.40B
19.09
0.69
0.64
2.72%
Matson, Inc.
1.04B
20.18
3.72
0.67
2.46%
Sensient Technologies
1.94B
16.54
1.68
1.33
2.27%
Discover Financial Services
22.52B
10.03
2.20
3.33
1.74%
Fox Chase Bancorp, Inc.
207.93M
34.61
1.16
5.10
1.42%
Starbucks Corporation
46.32B
31.41
8.97
3.30
1.36%
MarketAxess Holdings Inc.
1.62B
26.15
6.41
7.97
1.21%
First Financial Holdings Inc.
336.88M
11.85
1.11
2.10
0.98%
EverBank Financial Corp.
1.93B
18.98
1.31
2.75
0.51%
Embraer SA
6.50B
18.38
1.99
1.05
0.23%