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| 50 Technology Dividend Dogs As Of June 2016, Source: Ycharts, Seeking Alpha |
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label Technology. Show all posts
Showing posts with label Technology. Show all posts
50 Technology Dividend Dogs As Of June 2016
The Best Internet Of Things Dividend Stocks You Should Know
The total is
already in kids shoes and should become a multi-billion dollar market within
the next years.
Today, I like to
show you which dividend paying companies can benefit from this new trend. Attached are my five top results in detail. In addition, attached is a nice list of interesting non-dividend paying stocks from the IoT Theme.
On the first view,
there are a lot of companies from the semiconductor and network industry who
should generate money from the connectivity of devices. But on the second view,
software houses like SAP or Oracle should also grab a big piece of the new
cake.
I've not listed companies who produce devices like Apple or maybe Nike or Under Armour who make fitness apps.
You may also like my articles about dividend paying stocks from the technology sector.
I've not listed companies who produce devices like Apple or maybe Nike or Under Armour who make fitness apps.
You may also like my articles about dividend paying stocks from the technology sector.
These are the top results...
9 Dividend Stocks That Tenfold Sales
Google, Facebook and other techies are good growth stocks with deep values but they are definitely too expensive
to make a good return. If not, I am wrong and they boost sales by a higher rate
but that's speculation and not investing.
I've released an
article about growth stocks with a smaller market capitalization that have
doubled sales over the recent decade.
I wrote this article, inspired by a Chinese couple that bought some shares of Apple in the 90's and made a profit on its initial investment of $276,600. That’s really great. Long-term investing brings huge money into your pocket.
Today I like to introduce those dividend stocks that have outperformed the most of the listed stocks by fundamental growth ratios. They have tenfold their sales within the past decade. It is great? Sure it is!
If you would like to receive more dividend stock ideas, you should subscribe to my free e-mail list. Alternatively, you can follow me on Facebook or Twitter.
I wrote this article, inspired by a Chinese couple that bought some shares of Apple in the 90's and made a profit on its initial investment of $276,600. That’s really great. Long-term investing brings huge money into your pocket.
Today I like to introduce those dividend stocks that have outperformed the most of the listed stocks by fundamental growth ratios. They have tenfold their sales within the past decade. It is great? Sure it is!
If you would like to receive more dividend stock ideas, you should subscribe to my free e-mail list. Alternatively, you can follow me on Facebook or Twitter.
9 Dividend stocks with the highest sales growth over the past decade are...
5 Cash-Hoarding Stocks With Top Yields And Strong Cash Flows (PFE, COP, CVX, LLY, MRK)
So, the good thing
is that you can buy stocks in every market cycle but you must be careful with
your investment spending.
Your final return depends in the end on your inital investment cost and if you buy at a high price, your return will fall into a low or negative area.
Good to know that dividends can upper your yield but my experience is that it could be very painful for an investor to look at a suffering return over years.
Your final return depends in the end on your inital investment cost and if you buy at a high price, your return will fall into a low or negative area.
Good to know that dividends can upper your yield but my experience is that it could be very painful for an investor to look at a suffering return over years.
These are my
criteria:
- Market Cap over
15 Billion
- Dividend Yield
in the higher yield space over 3 percent
- Cheapest
Enterprise-To-Ebitda Ratio on the market
My screen
delivered some interesting results in the large cap area: Oil companies are
top.
COP, CVX are the
best results in terms of EV/EBITDA. Both have a ratio of around 5 which is very
comfortable in the current situation but what about Russia and the Middle East
crises?
My second best
results came from the technology space: Intel and Verizon. Warren Buffett added
his VZ stake by one third on the past quarter and he might be right because VZ
is much cheaper than rival AT&T. The EV/EBITDA ratio is only at 6.35 while
T has a ratio of 9.66.
Healthcare is also good positioned
with Merck, Pfizer and Eli Lilly but those are suffering on the patent cliff.
I believe that it
does not make sense to look at stocks with a higher ratio. For sure cash flows
can come down and the full sheet becomes trash but most of the companies serve
values. What are your thoughts about my current screen? How are you invested?
These are the best results in terms of lowest debt-to-equity ratio:
Cisco Systems (CSCO): Position Increase By 44 Percent
I’ve
increased my current stake in Cisco Systems last Friday by 44 percent: I purchased 40
additional shares at $21.28 or $856 total investment cost.
Cisco
yields at 3.2 percent but has only a dividend payout ratio of 33.5 percent. The
company generates over $10 billion free cash flow per year and announced recently to
boost its current share buybackprogramm by $15 billion.
My stake is
down 15.31 percent on average and marked the highest unrealized single trading loss within
the 54 position strong portfolio.
Due to the 44 percent position increase, the current
trading loss shrinks to 11.27 percent but the position size and therefore the
trading risk also rises by a small amount. The overall picture looks still good with a 2.5
percent Cisco portfolio exposure. It’s also the second biggest position behind
IBM.
Cisco
shares should now contribute around 66 bucks per year to the total dividend income
of the portfolio. The full-year estimated dividend income rises to $2,826.
 |
| Latest Portfolio Transactions (Click to enlarge) |
 |
| Latest Portfolio I (Click to enlarge) |
 |
| Latest Portfolio II (Click to enlarge) |
--------------------------------------
For readers
who are new to the matter and my dividend growth philosophy: I funded a virtual
portfolio with 100k on October 04, 2012 with the aim to build a passive income
stream that doubles each five to ten years. I plan to purchase each week one
stock holding until the money is fully invested. The total number of
constituents is expected at 50 – 70 companies and the dividend income should be
at least at $3,000 per year.
--------------------------------------
Stock holdings
of the Passive Income Portfolio are up 10.21 percent on average. Due to the
high cash values over the recent year, the full portfolio performance amounts
to 10.09.
The full portfolio performance is not as good as the values from
major indices like the Dow Jones or S&P 500. Those performed twice as good
as my portfolio. But my strategy is long-term and income orientated. I like to
create an income vehicle that doubles its income each 10 years from alone.
 |
| Latest Portfolio Performance (Click to enlarge) |
Here is the income perspective of the portfolio
|
Sym
|
Name
|
P/E Ratio
|
Dividend Yield
|
Buy
|
# Shrs
|
Income
|
Value
|
|
TRI
|
33.18
|
3.54
|
28.90
|
50
|
$65.00
|
$1,845.50
|
|
|
LMT
|
Lockheed Martin C
|
14.58
|
3.5
|
92.72
|
20
|
$95.60
|
$2,763.80
|
|
INTC
|
Intel Corporation
|
13.12
|
3.71
|
21.27
|
50
|
$45.00
|
$1,241.00
|
|
MCD
|
McDonald's Corpor
|
17.23
|
3.27
|
87.33
|
25
|
$78.00
|
$2,420.00
|
|
WU
|
Western Union Com
|
10.89
|
3.04
|
11.95
|
100
|
$50.00
|
$1,677.00
|
|
PM
|
Philip Morris Int
|
16.23
|
4.13
|
89.76
|
30
|
$105.87
|
$2,574.90
|
|
JNJ
|
Johnson & Johnson
|
20.73
|
2.79
|
69.19
|
20
|
$51.80
|
$1,888.80
|
|
MO
|
Altria Group Inc
|
14.42
|
4.87
|
33.48
|
40
|
$72.00
|
$1,498.40
|
|
SYY
|
Sysco Corporation
|
20.22
|
3.34
|
31.65
|
40
|
$44.80
|
$1,372.40
|
|
DRI
|
Darden Restaurant
|
18.49
|
4.03
|
46.66
|
30
|
$63.00
|
$1,574.40
|
|
CA
|
CA Inc.
|
13.87
|
3.08
|
21.86
|
50
|
$50.00
|
$1,642.50
|
|
PG
|
Procter & Gamble
|
21.01
|
2.86
|
68.72
|
25
|
$59.20
|
$2,113.00
|
|
KRFT
|
Kraft Foods Group
|
17.01
|
3.85
|
44.41
|
40
|
$80.00
|
$2,142.00
|
|
MAT
|
Mattel Inc.
|
19.16
|
3.14
|
36.45
|
40
|
$57.60
|
$1,850.40
|
|
PEP
|
Pepsico Inc. Com
|
19.23
|
2.04
|
70.88
|
20
|
$33.46
|
$1,663.00
|
|
KMB
|
Kimberly-Clark Co
|
21.61
|
2.34
|
86.82
|
15
|
$36.45
|
$1,583.70
|
|
COP
|
ConocoPhillips Co
|
10.84
|
3.81
|
61.06
|
20
|
$52.80
|
$1,415.40
|
|
GIS
|
General Mills In
|
18.83
|
2.83
|
42.13
|
30
|
$42.60
|
$1,545.00
|
|
UL
|
Unilever PLC Comm
|
18.78
|
3.5
|
39.65
|
35
|
$48.83
|
$1,423.10
|
|
NSRGY
|
NESTLE SA REG SHR
|
19.91
|
3.02
|
68.69
|
30
|
$65.31
|
$2,197.20
|
|
GE
|
General Electric
|
19.89
|
2.87
|
23.39
|
65
|
$49.40
|
$1,751.10
|
|
ADP
|
Automatic Data Pr
|
26.71
|
2.22
|
61.65
|
25
|
$43.50
|
$1,991.50
|
|
K
|
Kellogg Company C
|
23.17
|
2.97
|
61.52
|
25
|
$45.00
|
$1,541.00
|
|
KO
|
Coca-Cola Company
|
20.65
|
2.81
|
38.83
|
40
|
$44.80
|
$1,618.40
|
|
RTN
|
Raytheon Company
|
14.81
|
2.5
|
57.04
|
20
|
$43.00
|
$1,733.60
|
|
RCI
|
Rogers Communicat
|
11.97
|
3.8
|
46.5
|
50
|
$84.00
|
$2,245.00
|
|
GPC
|
Genuine Parts Com
|
18.01
|
2.01
|
77.06
|
20
|
$32.22
|
$1,634.40
|
|
TSCDY
|
TESCO PLC SPONS A
|
N/A
|
4.19
|
17.08
|
110
|
$75.79
|
$1,808.40
|
|
APD
|
Air Products and
|
22.74
|
2.6
|
85.71
|
15
|
$41.55
|
$1,642.65
|
|
GSK
|
GlaxoSmithKline P
|
20.59
|
4.61
|
52.16
|
30
|
$72.24
|
$1,579.50
|
|
WMT
|
Wal-Mart Stores
|
15.27
|
1.77
|
79.25
|
20
|
$28.20
|
$1,598.80
|
|
BTI
|
British American
|
15.96
|
4
|
111.13
|
23
|
$96.14
|
$2,413.39
|
|
CHL
|
China Mobile Limi
|
10.73
|
4.09
|
55.32
|
40
|
$89.52
|
$2,200.80
|
|
MMM
|
3M Company Common
|
19.49
|
2
|
110.27
|
15
|
$38.10
|
$1,929.15
|
|
TUP
|
Tupperware Brands
|
19.12
|
2.43
|
80.98
|
15
|
$33.30
|
$1,399.05
|
|
IBM
|
International Bus
|
12.19
|
2.1
|
193.17
|
20
|
$74.00
|
$3,553.40
|
|
HAS
|
Hasbro Inc.
|
24.01
|
2.98
|
44.09
|
30
|
$46.80
|
$1,552.80
|
|
T
|
AT&T Inc.
|
25.07
|
5.26
|
34.47
|
30
|
$54.00
|
$1,035.90
|
|
WAG
|
Walgreen Co. Comm
|
21.92
|
2.1
|
44.25
|
30
|
$35.40
|
$1,701.30
|
|
AFL
|
AFLAC Incorporate
|
10.03
|
2.16
|
59.39
|
20
|
$28.40
|
$1,332.80
|
|
TGT
|
Target Corporatio
|
16.76
|
2.52
|
68.69
|
32
|
$50.56
|
$2,028.16
|
|
CSCO
|
Cisco Systems In
|
11.37
|
2.44
|
23.98
|
130
|
$66.30
|
$2,766.40
|
|
DE
|
Deere & Company C
|
9.34
|
2.35
|
84.11
|
15
|
$29.85
|
$1,279.80
|
|
RGR
|
Sturm Ruger & Co
|
13.77
|
2.92
|
51.65
|
20
|
$42.48
|
$1,435.40
|
|
LO
|
Lorillard Inc Co
|
15.88
|
4.35
|
42.3
|
30
|
$66.00
|
$1,524.00
|
|
UNP
|
Union Pacific Cor
|
17.9
|
1.82
|
154.75
|
8
|
$23.68
|
$1,314.72
|
|
IDA
|
IDACORP Inc. Com
|
15.59
|
3.02
|
47.94
|
20
|
$31.40
|
$1,058.00
|
|
BAX
|
Baxter Internatio
|
16.89
|
2.14
|
66.38
|
20
|
$28.60
|
$1,347.80
|
|
MSFT
|
Microsoft Corpora
|
14.23
|
2.55
|
33.88
|
40
|
$38.80
|
$1,534.40
|
|
ACN
|
Accenture plc. Cl
|
15.36
|
2.3
|
77.71
|
20
|
$34.80
|
$1,510.60
|
|
BCE
|
BCE Inc. Common
|
14.31
|
3.95
|
44.26
|
25
|
$42.98
|
$1,092.50
|
|
VZ
|
Verizon Communica
|
63.68
|
4.24
|
50.31
|
30
|
$62.25
|
$1,484.40
|
|
CVX
|
Chevron Corporati
|
9.9
|
3.22
|
124.03
|
10
|
$39.00
|
$1,222.90
|
|
ORCL
|
Oracle Corporatio
|
14.98
|
1.21
|
35.2
|
40
|
$16.80
|
$1,419.20
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
$2,826.17
|
$93,712.72
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Average Yield
|
3.02%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Yield On Cost
|
3.33%
|
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