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Weekend Reading Links July 23-29, 2011

Weekend Reading Links By Dividend Yield - Stock Capital Investment. Find enclosed summary links of published dividend stock and dividend yield articles as well as videos of the last week.


4 Undervalued Steel Dividend Stocks For Your Portfolio

Turning Steel Into Gold: How To Quadruple Your Yield On Dividend Stocks By DoubleDividend. Here are 4 undervalued dividend paying stocks from the Steel & Iron industry, with strong recent earnings growth, conservative debt loads, low 12-month PEG’s, which you can earn double-digit annualized yields on, via selling Covered Calls and Cash Secured Puts:

NUE-MT-DIVS

Related Stock Ticker:
NUE, STLD, WOR, MT,

Source: www.doubledividendstocks.com

Thomas Russo Fund Portfolio Q2/2011

Thomas Russo Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Thomas Russo’s portfolio movements as of Q2/2011 (June 30, 2011). In total, he held 110 stocks with a total portfolio worth of USD 5,292,866,000.

Thomas Russo’s fund positions as of Q2/2011 with actual share movements:
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Thomas Russo Fund Portfolio Q2/2011 Summary (Click to enlarge) 
Thomas Russo Fund Portfolio Q2/2011 Allocation (Click to enlarge)
Thomas Russo Fund Portfolio Q2/2011 Top Positions (Click to enlarge)

Related Stock Ticker of Thomas Russo’s Fund Portfolio:

NSRGY, PM, BRK.A, CFRHF, HKHHF, SBMRY, PDRDF, WFC, MA, UN, MO, BTI, DEO, CMCSK, BUD, MLM, BF.A, BRK.B, SNI, WPO, HAS, JCDXF, ABT, UHR-D, XOM, SWMAF, MLHR, PG, CR, BERN-D, MKL, GS, BF.B, CVX, HRL, HINKY, FMX, MKC, PEP, AXP, V, RDS.A, KO, AMT, SPLS, LUK, MSFT, PX, DANOY, PRGAF

Stocks That Insiders Are Buying and Selling July 2011

An insider is a person who has the function as officer, director, key employee or large shareholder with potential access to non-public information about the company. Insider trades could indicate that insiders, those who probably know the company best, are confident of its future success. Insider buys and sells are no perfect indicators, but they often show the intension of better informed persons to its investments. In many cases, the company was getting worse after insider sold stocks and vice versa. However, I screened the latest buys and sells and created a list of the top transactions.


Top Insider Buys and Sells (Click to enlarge)


Here are my 3 stocks to avoid from the top insider list:
1. Google (GOOG) is acting within the internet service providing industry. The company has a market capitalization of USD 194.9 billion, generates revenues in an amount of USD 33.33 billion and a net income of USD 9.01 billion. It follows Price/Earnings ratio is 21.6, Price/Sales 5.9 and Price/Book ratio 3.7. Google has a wonderful sales growth (36.72 percent over the past five years). The PEG Ratio amounts to 0.7. The stock was sold in an amount of USD 128 million


2. Apollo Group (APOL) is acting within the education and training services industry. The company has a market capitalization of USD 7.0 billion, generates revenues in an amount of USD 4.87 billion and a net income of USD 428 million. It follows Price/Earnings ratio is 17.1, Price/Sales 1.5 and Price/Book ratio 5.1. Sales of Apollo Group rose by 16.95 percent over the past five years. The PEG ratio amounts to 9.4 percent. The stock was sold in an amount of USD 93 million.


3. Autozone (AZO) is acting within the auto parts service industry. The company has a market capitalization of USD 11.86 billion, generates revenues in an amount of USD 7.88 billion and a net income of USD 816 million. It follows Price/Earnings ratio is 15.7, Price/Sales 1.6 and Price/Book ratio -10.6. Autozone grew by 5.21 percent in sales over the past five years. The PEG ratio amounts to 1.0. The stock was sold by insiders in an amount of USD 128 million.


Take a closer look at the Sell/Buy Ratio from the last months.

Top Insider Buy and Sell Ratio July 2011

Related stock ticker symbols sales:
SD, ETE, SPB, AZO, GOOG, GEL, APOL, UCAP, SKUL, HCCI,

Related stock ticker symbols buys:
BTH, TXI, KIOR, IVD, Z, AWAY, NGSX, EMIS, VHI, IROQ

High Profitable Stocks With Growing Dividends and Slowing Payout Ratios

5 Highly Profitable Stocks With Rising Dividends and Decreasing Payout Ratio By Kapitall. We screened highly profitable stocks, beating their industry peers on gross, operating, and pretax margins over the trailing twelve months (TTM) for those that have seen rising dividends (comparing the current year dividend per share estimate to the most recent fiscal year dividend per share) while seeing a falling payout ratio (comparing the trailing-twelve-month ratio to the three-year average).

Here are the shares:

1. BOK Financial Corp. (BOKF): Regional Banks Industry. Market cap of $3.65B. Dividend yield at 2.06%, payout ratio at 27.04%.

2. Nu Skin Enterprises Inc. (NUS): Personal Products Industry. Market cap of $2.38B. Dividend yield at 1.65%, payout ratio at 26.42%.

3. Domtar Corporation (UFS): Paper & Paper Products Industry. Market cap of $3.76B. Dividend yield at 1.58%, payout ratio at 6.18%.

4. Great Lakes Dredge & Dock Corporation (GLDD): Heavy Construction Industry. Market cap of $354.04M. Dividend yield at 1.40%, payout ratio at 14.51%.

5. WSFS Financial Corp. (WSFS): Regional Banks Industry. Market cap of $344.86M. Dividend yield at 1.20%, payout ratio at 26.12%.

Related Stock Ticker:
BOKF, GLDD, NUS, UFS, WSFS

Source: Seeking Alpha

Best Dividends In Healthcare - Birth control

5 High Yielding Birth Control Stocks By Stockerblog. An Institute of Medicine medical advisory panel recently recommended to the Health and Human Services Department that contraception should qualify as preventive care. Since insurers must fully cover the cost of preventative care under the new health care law, then everyone would have access to free birth control. No decision has been made yet by the Obama administration.

Here are some stocks with engagements within the birthcontrol market:


Merck (MRK) - Yield of 4.2%, and a forward PE of 9.1


Pfizer Incorporated (PFE) - 4.0% yield with a forward PE of 8.5


Johnson & Johnson (JNJ) - It trades at 12.3 times forward earnings and provides a yield of 3.4%.


Teva Pharmaceutical Industries Ltd. (TEVA) - The stock trades at 8.3 times forward earnings and pays a yield of 1.7%.


Church & Dwight Co., Inc. (CHD) - The stock sports a forward price to earnings ratio of 16.9, with a 0.8% yield.

Related Stock Ticker:
CHD, JNJ, MRK, PFE, TEVA

Source: Seeking Alpha

High Dividend Financial Stocks To Consider

Investing in High Dividend Financial Stocks By Insider Monkey. Below, we provide a list of the top 30 S&P500 Financial Stocks by market cap and ranked them based on their annualized dividend yields (The sector classifications are sourced from Finviz and the market data are sourced from Fidelity).The stocks with higher and lower dividends, and their performances are shown below:


HIGHER DIVIDEND YIELDS
Dividend Yield
YTD Return
Public Storage
PSA
3.18%
19.56%
BlackRock Inc.
BLK
3.14%
-6.86%
The Travelers Companies Inc.
TRV
2.95%
0.91%
Vornado Realty Trust
VNO
2.94%
14.20%
Simon Property Group
SPG
2.68%
23.01%
AFLAC Inc.
AFL
2.61%
-17.63%
PNC Financial Services Group
PNC
2.56%
-8.90%
BB & T Corp.
BBT
2.48%
-0.23%
The Chubb Corporation
CB
2.47%
7.39%
JPMorgan Chase
JPM
2.46%
-2.89%
Equity Residential
EQR
2.16%
20.24%
ACE Ltd.
ACE
2.09%
8.99%
The Bank of New York Mellon
BK
2.06%
-15.42%
Prudential Financial Inc.
PRU
1.97%
-0.60%
CME Group Inc.
CME
1.97%
-10.92%




AVERAGE


2.06%








LOWERDIVIDEND YIELDS
Dividend Yield
YTD Return
U.S. Bancorp
USB
1.91%
-2.28%
MetLife Inc.
MET
1.86%
-10.42%
State Street Corp.
STT
1.72%
-9.14%
Wells Fargo & Co
WFC
1.70%
-8.18%
Charles Schwab Corp.
SCHW
1.61%
-12.29%
American Express Company
AXP
1.43%
19.17%
Aon Corporation
AON
1.21%
8.03%
The Goldman Sachs Group
GS
1.03%
-18.84%
Morgan Stanley
MS
0.89%
-17.34%
Franklin Resources Inc.
BEN
0.77%
16.85%
Loews Corporation
L
0.62%
3.20%
Capital One Financial Corp.
COF
0.42%
12.12%
Bank of America
BAC
0.41%
-26.50%
Citigroup
C
0.10%
-19.25%
American International Group
AIG
0.00%
-40.06%




AVERAGE


-7.00%


Related Stock Ticker:
ACE, AFL, AIG, AON, AXP, BAC, BBT, BEN, BK, BLK, C, CB, CME, COF, EQR, GS, JPM, L, MET, MS, PNC, PRU, PSA, SCHW, SPG, STT, TRV, USB, VNO, WFC

Source: Seeking Alpha

16 Small Cap Shares With High Yields

These Small Cap Stocks Have Double Digit Yields By David Sterman. Out of curiosity, I went in search of micro-cap and small-cap investments (with a market value below $500 million), and was surprised to find dozens of choices that yield 10% or more. Logic would tell you that if these high payouts were sustainable, then more investors would pile into them, pushing up their price and pushing down their yield. Yet some of these high-dividend investments can keep the payouts coming -- if the chips keep falling their way.

Here are the results of high yielding small cap shares:


Related Stock Ticker:
AI, ALSK, CFP, CLM, CSP, DHF, DX, EOD, HTY, JLA, LPHI, MCGC, NAI, RSO, TICC, WHX, WLL

Source: Seeking AlphaOriginal Post

High Yield Stocks From Investment Gurus

High Yield Dividend Stocks In Gurus' Portfolio By Gurufocus. These are the high yield dividend stocks among gurus' portfolio. These stocks have high guru ownership, and yield at least 4% in dividends.

Here are the high yield shares from investment guru portfolios:

Top High Yield Stocks bought and sold by Investment Gurus (Click to enlarge)


Related Stock Ticker:
PFE, MRK, BMY, LLY, VZ, KMB, T, GSK, VOD, MO, EXC, NLY, NOK, PBI, ORI, STX, PPL, ETR, SKM, RAI, RRD, FE, LO, TOT, MDC, RYAAY, TEF, CINF, AZN, AEP, PBCT, PAYX, FTR, CTL, FNFG, NTRI, PHI, AJG, RDS.B, FII

Source: GuruFocus.com