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Showing posts with label WFM. Show all posts
Showing posts with label WFM. Show all posts

The Best Consumer Defensive Stocks Now!

Consumer defensive stocks can add some stability to a portfolio, as they tend to hold up relatively well during downturns while also participating in rising markets. 

The sector's relatively sleepy return over the past year led me to wonder if there are any high-quality bargains there. To find competitively advantaged stocks in the sector, I screened all the stocks from the sector and included those with attractive equity story, valuation, and growth figures.

Below are some highlights from our research reports of the companies.

5 Great Dividend Stocks With Top-Shelf Management And Solid Financials

Market whims and whispers can cause stocks to trade violently in the short term, but strong companies with top-shelf management and rock-solid financials can deliver returns that trounce the market long term.

Because investing for longer periods has proven to outperform shorter periods of trading in and out of stocks, we asked us to give us their best ideas of stocks to buy in multi-decade portfolios.

These are the five stocks that came in our minds...

Oversold Dividend Growth Stocks As Buying Opportunity? Check out These 11 Stocks

A lot of people like to “cheer” for higher prices in the short-term. Yet for the long-term net buyer, it’s lower prices that can provide the ultimate benefit.

This allows you to purchase more shares, which creates more income and a greater underlying earnings claim. Personally when I see lower prices, that’s when I tend to get more interested.

It's a first step to discover those stocks that might get cheaper but you need to discover carefully if there is a reason for the cheapness.

Attached you will find a selection of stocks from the dividend growth space that become cheaper over the recent year.

Here are the stocks I'm talking from...

This Handful Of Stocks Have Serious Upside Potential In 2016

Equity investors should consider companies with strong balance sheets that will outperform those with weak balance sheets. That's my key investing rule for the next year 2015.

Divergent monetary policies will strengthen the U.S. dollar and benefit some stocks and harm others.



The domestic consumer economy is strong but many industrial companies cite a contraction in business activity.

Growth equities are outperforming value which is a pattern that occurs when economic growth is weak.

Cyclical stocks have lagged sharply led by Energy and Materials but defensive sectors trade at stretched valuations.

As a result, stocks with high sales in the U.S. will outperform those with significant international sales.

Attached you can find 14 stocks that might benefit from the current market environment. Each of the results has a strong balance sheet, growth forecasts above the GDP Growth and margin improvement potential.


Only stocks from the S&P 500 are part of my screen. 

14 dividend paying companies remain. 

Here are the best yielding results...


82 Shareholder Friendly Stocks of the Week

Below are the top dividend growth stocks and share buyback companies of the week. On the list are some pretty good yielding stocks. Big names like Starbucks, Emerson Electric or Honeywell.

AIG, Motorola and Royal Caribbean Cruises are the biggest stocks with a fresh buyback announcement during the past week.


Cheap is a question of growth. A faster growing company can be higher valuated. Only 17 of the stocks have a forward P/E of less than 15.

The 7 Top Dividend Growth Stocks Of the past Week are...

5 Top Dividend Stocks With No Debt But High Cash On Balance Sheet

I hate it when one of my stock holdings cut its dividends. Tesco did it recently and I will lose now 75 percent of my income from the stake. 

For sure, it’s not much because the stock has only a portfolio share of around one percent but I've bought this share in hopes to get a stable output or a rising long-term dividend with low taxation.

Recently I wrote about stocks that have lower debt amounts on their balance sheets. I made this with thoughts in my mind to avoid a future dividend cut. 


Today I will strengthen my criteria and tighten the focus on stocks with no debt and high cash amounts. That's the highest level of safeness every investor could reach.

I found the graphic on US Today with some interesting stocks in terms of cash and debt (look at the end of this article). 

The list shows 26 U.S. stocks with no debt! There are more available on the market but those are some of the biggest and you might know them.

Cash is king and large capitalization too. I love big capitalized stocks because of their good business diversification. Those stocks have often a well diversified product portfolio and great sales teams all over the world. 

Big companies also have more money for research and development and offer more money and social benefits to the best talented people in the world.

If one country or currency suffers, a different one can eliminate the problems with sales growth. No every problem can be solved so easy but investors have a better chance to make a good return.



No debt could also mean more money for shareholders (Dividends or Share Buybacks) or a higher growth. The company can invest into the future by acquisitions or product investments.

In the end, everything is a question of the ability of the management team; a good team can boost the company while a bad head can bring them down.

Below are five of my favorite stocks with no debt and high cash mountains.


Ex-Dividend Stocks: Best Dividend Paying Shares On September 25, 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, 44 stocks go ex dividend - of which 13 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 stocks:

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Healthcare Trust of America
2.47B
274.00
1.86
8.09
5.29%
Hawaiian Electric Industries Inc.
2.51B
18.43
1.54
0.76
4.87%
Canadian Imperial Bank of Comm.
32.40B
10.17
2.08
2.82
4.59%
Staples, Inc.
9.64B
-
1.60
0.40
3.25%
Nucor Corporation
15.91B
38.37
2.11
0.86
2.95%
Sempra Energy
21.44B
22.12
2.00
2.05
2.86%
Bancolombia S.A.
12.30B
14.55
2.06
2.91
2.86%
Equity LifeStyle Properties, Inc.
2.93B
35.97
3.97
4.10
2.84%
Ryder System, Inc.
R
3.07B
13.83
1.98
0.48
2.28%
ProAssurance Corporation
2.85B
8.81
1.22
3.87
2.17%
Protective Life Corp.
3.35B
11.09
0.87
0.92
1.90%
Weight Watchers International
2.11B
8.85
-
1.18
1.86%
Axiall Corporation
2.66B
12.61
1.10
0.68
1.68%
Stantec Inc.
2.44B
19.46
3.18
1.49
1.21%
Regal Beloit Corporation
3.06B
16.14
1.53
0.99
1.17%
Canadian Pacific Railway Limited
21.97B
32.05
4.03
3.81
1.08%
Ralph Lauren Corporation
14.98B
20.86
3.98
2.14
0.97%
Zimmer Holdings, Inc.
14.17B
20.67
2.41
3.14
0.95%
Flowserve Corp.
8.89B
20.17
5.18
1.84
0.90%
Whole Foods Market, Inc.
21.63B
40.17
5.72
1.68

Ex-Dividend Stocks: Best Dividend Paying Shares On July 02, 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 July 02, 2013. In total, 33 stocks and preferred shares go ex dividend - of which 11 yield more than 3 percent. The average yield amounts to 2.98%.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
DCT Industrial Trust Inc.
2.01B
-
1.50
7.40
3.92%
Sysco Corp.
20.13B
19.75
3.90
0.46
3.28%
BankUnited, Inc.
2.47B
12.81
1.34
3.40
3.23%
Bristol-Myers Squibb Company
73.20B
50.78
5.36
4.52
3.13%
Banco Bradesco S.A.
54.52B
10.58
1.60
2.54
3.07%
Erie Indemnity Co.
3.73B
26.39
5.86
0.67
2.97%
JPMorgan Chase & Co.
201.56B
9.43
1.02
3.68
2.88%
General Dynamics Corp.
27.56B
-
2.38
0.88
2.86%
Banco Bradesco S.A.
58.21B
10.34
1.71
2.33
2.67%
Gentex Corp.
3.29B
19.70
2.82
3.05
2.43%
Medtronic, Inc.
52.20B
15.23
2.80
3.15
2.02%
Royal Gold, Inc.
2.73B
32.88
1.16
9.34
1.90%
Masco Corporation
6.82B
-
24.06
0.88
1.54%
Monsanto Co.
52.77B
21.48
3.80
3.58
1.52%
American Express Company
82.16B
18.93
4.26
2.42
1.23%
Torchmark Corp.
6.10B
11.80
1.42
1.67
1.04%
Whole Foods Market, Inc.
19.08B
37.04
5.25
1.52
0.78%