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Showing posts with label TOO. Show all posts
Showing posts with label TOO. Show all posts

The Highest Yielding Industrial Dogs

The Highest Yielding Industrial Dogs; Source: Seeking Alpha

19 Shipping Stocks Far Below Book Value; Yields Still Up To 32%

If I screen the market by interesting investing ideas, one industry often popped on my screen: The shipping industry.

For sure, the global trade slows down and commodity costs are at the lowest level for decades. What looks like bad news for shipping stocks but also a great opportunity for long term investors?

Let's try a look. Ships are not equal. These are container ships, tanker etc. and each industry has a different cyclic.

The recent correction in share prices across shipping stocks, barring tanker operators, has transpired into attractive valuations. 

While investors are skeptical of catching falling knives, sitting on the cash means missing good bargains. 

Investors should adopt a diversified portfolio within the maritime space, to insulate from heightened uncertainty in the sector. 

We have followed top-down approach to build our model portfolio, while considering company-specific factors such as the balance sheet strength, financial performance and management profile for stock selection. 

It is important to note that shipping is a high-beta sector and tends to underperform/outperform the financial markets by a wide alpha on both sides.

Attached I've tried to compile a few dividend paying shipping stocks that might look like bargains due to low price to book ratios and earnings multiples. What du you think? Are shipping stocks worth an investment? Leave a comment and we discuss the idea.

Here are the results...

20 Really Cheap Value Income Stocks With Yields Up To 32.21%

Dividend investing has always had a certain appeal with investors. Over time, dividend income has comprised a significant portion of long-term stock gains. That's what I've ever told on this blog.

Even better, over the long run, dividend-paying stocks have delivered better total return performance than non-dividend payers and generally have done so with lower volatility. 

But the big gain or retirement contribution comes from capital gains. If your income doubles, your investment amount should also double. If the market pays a higher multiple, you could even gain more.

Today I would like to navigate the focus to the cheapest stocks by fundamentals. Price to book and price to sales are two additional important criteria to evalueate the cheapness of a stock.

Attached you will find a list of stocks with solid future earnings growth while P/B and P/S are below the magic 1. The forward P/E is expected below 15. Damn Cheap how we would say.

Here are the results....

20 MLPs To Get Money From Without Filling K-1

For investing purposes, MLPs and LLCs can be a great way to maximize the amount of cash that can be paid to investors, because these organizational structures don't pay income tax, but pass that burden along to those who are invested in it. The same goes for some trust structures.

In other words, because these entities don't pay corporate taxes, the full burden falls on those receiving income from them. This differs from dividend income paid to shareholders by a typical corporation in that regular dividends are taxed as long-term capital gains, while much of the income paid and shown on a Schedule K-1 can be classified as regular income. That means it's taxed at your effective income-tax rate, which is often much higher than the 15% or 20% long-term capital gains rate for corporate dividends.

In summary, a Schedule K-1 issuing entity may be able to pass more income along to you, the investor, but you may end up giving more of it back in taxes than if you'd received regular dividends from a corporation. It really boils down to your tax rate, and how much more income the LLC, MLP, or trust is able to pay.

In order to have less effort with your portfolio allocation and your investment, you could avoid such stocks with K-1 schedules.

Nevertheless, if you like to invest into stocks with a master limited status, you could look at the following list. Each of the stocks are MLP's with status Partnership "C" corporation. Those companies create a classical 1099 Filling and don't send you K-1's.

Here is the list...enjoy it and share it with your social friends...

Next Week's 20 Top Yielding Ex-Dividend Shares

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.

In total, 33 stocks go ex dividend - of which 18 yield more than 3 percent. Here is a full list of all stocks with ex-dividend date within the current week.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Teekay LNG Partners LP.
2.96B
18.05
2.39
7.57
6.37%
Teekay Offshore Partners LP
2.75B
19.31
3.46
3.13
6.32%
Hospitality Properties Trust
4.21B
37.23
1.60
2.97
6.23%
Pembina Pipeline Corporation
10.15B
32.08
2.12
2.21
4.98%
CommonWealth REIT
2.96B
60.93
0.97
2.76
4.00%
Royal Bank of Canada
97.53B
12.97
2.34
4.81
3.82%
HSBC Holdings plc
204.44B
13.34
1.17
3.87
3.62%
Williams-Sonoma Inc.
5.14B
19.56
4.21
1.22
2.34%
Sinopec Shanghai Petrochemical
2.81B
177.64
1.04
0.18
2.10%
Fastenal Company
14.60B
32.58
8.35
4.47
2.03%
Unum Group
8.48B
9.70
1.01
0.81
1.82%
Tyco International Ltd.
16.65B
-
3.54
1.57
1.78%
Xylem Inc.
5.16B
22.26
2.51
1.38
1.69%
Pentair, Inc.
13.19B
-
2.26
2.08
1.53%
Lowe's Companies Inc.
50.85B
24.07
3.89
0.98
1.51%
Pier 1 Imports, Inc.
2.23B
18.30
4.24
1.26
0.95%
West Pharmaceutical Services
3.17B
32.88
4.04
2.42
0.88%
SM Energy Company
5.78B
-
3.78
3.09
0.11%

Ex-Dividend Stocks: Best Dividend Paying Shares On October 21, 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.

In total, 9 stocks go ex dividend - of which 5 yield more than 3 percent. Here is a full list of all stocks with ex-dividend date within the current week.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Compass Diversified Holdings
894.52M
-
2.35
0.94
7.78%
Teekay LNG Partners LP.
2.93B
17.86
2.37
7.50
6.43%
Teekay Offshore Partners LP
2.77B
19.49
3.49
3.16
6.26%
Costamare Inc.
1.34B
14.40
2.26
3.50
6.05%
LTC Properties Inc.
1.28B
24.99
2.15
12.88
5.23%
Xylem Inc.
5.10B
21.99
2.48
1.36
1.71%
Lowe's Companies Inc.
52.30B
24.76
4.00
1.01
1.47%
Pier 1 Imports, Inc.
2.15B
17.65
4.08
1.22
0.99%
West Pharmaceutical Services
3.16B
32.71
4.02
2.41
0.88%

Best Dividend Paying Ex-Dividend Shares On January 30, 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 January 30, 2013. In total, 31 stocks and preferred shares go ex dividend - of which 12 yield more than 3 percent. The average yield amounts to 3.95%.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Hi-Crush Partners LP
500.32M
6.22
5.43
6.94
10.36%
PAA Natural Gas Storage
1.20B
20.40
1.38
2.76
7.08%
Teekay Offshore Partners LP
2.32B
-
3.65
2.41
7.04%
Teekay LNG Partners LP.
2.91B
24.96
2.36
7.44
6.44%
Unitil Corp.
369.59M
15.43
1.46
1.06
5.14%
People's United Financial
4.35B
18.95
0.85
4.11
5.12%
Genesis Energy LP
3.26B
39.77
3.52
0.90
4.83%
Bank of Montreal
41.81B
10.48
1.44
3.08
4.49%
Plains All American Pipeline
17.54B
21.88
2.71
0.47
4.28%
Pinnacle West Capital
5.83B
15.80
1.44
1.78
4.09%
Pfizer Inc.
197.61B
21.47
2.42
3.26
3.58%
Donegal Group Inc.
466.31M
12.10
1.57
1.43
2.35%
Coca-Cola Bottling Co.
604.10M
27.38
3.95
0.38
1.53%
Brookfield Asset Management
21.72B
18.04
1.17
1.29
1.49%
The AES Corporation
8.07B
-
1.98
0.46
1.47%
Brinks Co.
1.46B
18.82
2.98
0.37
1.31%
AZZ Incorporated
1.09B
18.55
3.32
1.96
1.31%
Wausau Paper Corp.
480.38M
-
2.35
0.54
1.23%
Aon Corporation
18.31B
19.95
2.21
1.61
1.10%
Fastenal Company
14.57B
34.58
9.34
4.65