14 High Yielding Dividend Investments Qualified As Safe Heaven

With the S&P 500 down nearly 7% in the last three weeks alone, you can’t be blamed for wanting to throw up your hands and sell all your stocks. That's a stupid idea in my view.

You need to stay disciplined. If you are a long-term investor, sell-offs shouldn't care you because you have studied the long-term fundamentals and persectives of your investment and nothing chageged, you don't need to act.

If you have a long time horizon and you mainly hold dividend-paying US companies your are on the smartest side of the market. Stocks are risky, for sure but long-term dividend growth stocks offer a smaller risk than high leveradged oil drilling companies.

Attached you will find a few Dividend Growth Stocks that might filfill the needs of high-quality dividend investing and also might be hold this rating for years to come.

These are 14 of the results...

These 10 Stocks Gave Investors $50 Billion In Just One Quarter

Attached you will find an interesting list of stocks that gave investors the highest amount of money back. Dividends and buybacks were combined calculated.

Buybacks and dividends are two important issues in corporate finance to create shareholder value via financial engineering.

Apple is still the biggest fish on the list, paying nearly USD 16 billion to its shareholders within the recent quarter. Microsoft follows with USD 7 dividend payments and stock buybacks.

Here are the top yielding results in detail...

3 S&P 500 Stocks With Yields Above The Market And Rising Earnings Estimates

Today we screened for companies in the Standard & Poor’s 500 index with yields over 3%, versus 2.3% for the overall index, and with 2016 earnings estimates that have increased by at least 1% over the past three months.

There are more than 150 companies in the index yielding 3% or more, but fewer than 15% of them have been the subject of such an estimate increase.

Close to 60%, meanwhile, have had their 2016 earnings consensus cut by at least 1% over the past three months. Rising earnings estimates could help signal the ability of the high-yielders below to perform well in the year ahead.

Here are the results from the screener...

Which Stocks To Buy In Market Corrections - 40 Best Dividend Growth Ideas Now!

When the market falls, it tends to drag everything down -- good or bad companies. I think that companies that have increased their dividends by 10% or higher in the last 10-years should be considered good companies. 

One way to combat the market downturn is to buy high growth dividend-growth companies that are fairly valued or undervalued. 

These companies are expected to grow earnings per share at a rate higher than 5% in the foreseeable future and have a history of increasing dividends with payout ratios of less than 60%. 

In addition, I like to invest into low leveraged companies. If rates rise or money is needed for investments, the company doesn’t need to raise capital. It's also a hedge for rising dividends.

I also look for stocks with a midcap market valuation or higher. I love the diversification and developed status of those companies.

63 stocks fulfilled my criteria. I like to show you only the 20 best yielding. Half of them have a beta higher than the market. They seem to be more risky.

For safe heaven investors, I also attached a list of the 20 best yielding stocks with a beta below one. Hope you have some fun by discovering the lists. If you like my work, please subscribe to my free newsletter by leaving your email in the right box above. Thank you for reading. 

These are the results...

Who Makes Money At 28 USD A Barrel Oil?

If you might be concern about the current financial turmoil, there are many questions for the reason for the recent uncertainty.

I believe that one reason in the price corrections is the slowing growth which triggered also the oil price into new lows.

Saudi Arabia and other oil producing countries are pumping oil at record levels. Now at 28 USD per Barrel all market members make losses. That's a fact; just take a look at this chart:

Source: Zerohedge 1/2015 and Aliance Bernstein, 10/2014

No one can sell under production cost at a long time. This will cause also mainly pain, especially in the oil and gas sector and emerging markets. A big wave of market consolidation will come in the future if oil stays at these levels or fall. Only the fittest stocks with the highest financial reserves will survive.

The good thing is that the American economy is doing well. They have no expose to the energy market. Refiners could also benefit a little from the decreasing oil prices.

The biggest risk is the loan portfolio of major banks. According to Bloomberg, JPM has the highest exposure to the energy sector with a 5% Portfolio share. That's a high value compared to the equity. 

The final question is in my view how many of them will be writing down and could they cause a financial crises?

I hope the leaders will have learned from the financial crisis in 2008 and not let one bank go bankruptcy. How do you evaluate the market? Do we see an end of the dark tunnel?