Stocks with a high level of cash are better positioned in my view. They have enough room to think about growth opportunities and don't need to manage their debt.
Apple,
Microsoft,
Alphabet,
Cisco
and Oracle
had amassed $504bn of cash by the end of 2015, nearly a third of the total
$1.7tn held on the balance sheets of US non-financial companies, according to a
new report from rating agency Moody’s. The top 50 holders accounted for $1.1tn
of that amount.
These are the 20 most cash-rich companies on the us stock market...
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label EMC. Show all posts
Showing posts with label EMC. Show all posts
What Hedgefund Managers Buy And Sell: Facebook In - Apple Out
Now, 13-F filings provide a ton of information, but you have to know exactly what to look for to make these filings useful.
Waren Buffett also published his latest buys and sells. Buffett is long on Apple. Check out his latest dividend stock buys here.
With that being said here is what caught my eye from the holdings of the world’s best billionaire hedge fund managers:
The Best Portfolio Of Cloud Storage Stocks And Which The Best Dividends Pay
If you are interested in technology stocks with focus on modern themes like cloud computing or social media, you should look at the following selection of stocks from the cloud storage industry.
Over the past decade, stocks from the portfolio generated a total return of 18.83% yearly. In 2014 alone, the return of the dividend paying stocks was 27.2%. Today it would deliver an inital yield of 2.77%. In 2005, the inital yield was only at 0.56%.
Even as cloud technologies and services remain in their early stages, it has become abundantly clear that revenue -- at least significant revenue -- is not going to come from hosting. Many of the big-time cloud providers have essentially made cloud data hosting a commodity, which is ideal for Microsoft and other companies from the field.
Here are the top yielding stocks...
7 Buy-Rated Dividend Stocks With High Cash On Balance
Cash enables canny corporate managers to be convex to volatility, raising the value of that cash, particularly should the Fed begin raising rates
I've created a screen of companies that have 15% of their assets in cash, whose stock has declined at least 15% since their highest point in 2015 and have a 15% or more upside.
Attached are 7 top buy rated stocks with big cash on hands.
Here are the results...
Dividend Growth And Buyback Kings Combined: 5 Top Picks Right Now!
Buybacks and dividends are great ways to unlock
shareholder values. The past has shown that both strategies work well for
long-term orientated investors but you need to watch careful the market
valuation.
I'm looking for companies trading at a 30%-40% discount to intrinsic value, based on the potential optimization of the balance
sheet. Incentive structures based on return on capital, total shareholder
return and economic value added are more important than factors based on
top-line growth.
Attached are 5 big names with solid dividends that
offer a great risk premium right now.
These are the results:
13 Mispriced Dividend Stocks (Growth To Valuation)
Growth plays an important
role in the market valuation and is often the basic reason for a difference in valuation.
Today I like to
start a discussion by introducing 13 stocks that might be higher priced due
to their growth perspectives. I've compiled the stocks from a market screening
that has a strong focus on future growth and low P/E multiples. In addition, a
solid profit situation and adequate initial yield are essential.
Here are stocks that might have a misleading valuation in terms of price to
growth....
8 Bargains To Look For In A Hot Market
The highest yields
on the stock market are paid by telecoms, tobacco stocks, MLPs, REITs or other
high debt-loaded or risky business models. But those yields are falling if you
look at the Reynolds yield which was a few years ago over 5 percent is now close
to the 3 percent ratio.
I've written in
the past about stocks that might pay a higher dividend in the future. In my
view, it's much better to buy low yielding stocks with potential to hike future
dividends. Not only by rising payouts, more by growing the revenues and income.
I’m more of a
dividend-aware investor than just a dividend investor, and I don’t own yield
for yield’s sake.
Today I like to
introduce 10 lower yielding stocks with a high potential to hike dividends. My main criteria
are low debt, little payout ratios and future growth.
If you like to
see all of the 80 results in a fact book, just donate and we send you the PDF
to you PayPal verified e-mail address. Thank you for supporting us.
These are some of the results...
7 Of The Most Underestimated Dividend Stocks
I personally
believe in dividends as a safe haven criteria because cash you have received in the past could
compensate a potential loss.
For sure, this is not a good return driver,
especially when we are talking about yields of 1-2 percent yearly, but each
penny sums to dollars if you compile enough of them.
Today I run my
daily screen about cheap dividend paying stocks with double-digit earnings growth
forecasts for the next five years.
In addition, the stocks have a very
comfortable debt situation, measured by a debt-to-equity ratio of less than
0.5.
These are my
favorites from the screening results:
11 Dividend Opportunities For Anti-Cyclic Income Investors
The market is
often wrong when he decides to trade a stock below its intrinsic value. Today I
like to show you some great yielding dividend stocks with solid future salesgrowth potential and a bad current sentiment.
Those companies
had a bad RSI momentum in the past but they generate unbelievable profits and they are
comfortable financed.
I've also written some articles about High-Margin Stocks in the past. You can check out my articles here: The best long-term stocks with high margins.
I've also written some articles about High-Margin Stocks in the past. You can check out my articles here: The best long-term stocks with high margins.
These are my favorites...
18 Cheap And Perfect Dividend Stocks To Consider
I personally
believe that those companies offer true values for normal do-it-yourself
investors like you and me.
The great risk is
always that the company is leaving its growth path and cannot hike dividends in
the future.
Today I try finding
a perfect stock. It is a cheaply valuated company with solid debt and growth
perspectives. In addition the corporate should generate a double-digit return
on investment.
16 stocks
fulfilled my criteria. I've selected only companies with a large market cap. I
love bigger capitalized companies because they are often more secure than small
and midcaps. Safety is a key element in my investment philosophy.
Attached is the
list of my 16 results. Most of them are low yielders but in times of low
interest rates, it is no shame to own stocks with a yield below 3
percent.
What is your perfect
stock? Please leave a comment at the end of this article. I hope you have
enjoyed reading my stuff and keep following my news by subscribing. Thank you
so much.
These are my 6 top
results from the list:
14 Technology Dividend Stocks With Huge Potential To Pay Much Higher Dividends
Technology
dividend stocks with low payout ratios and debt figures originally published at
long-term-investments.blogspot.com. Today I would like to go forward
with my article serial about low leveraged stocks from several sectors with
currently small dividend payouts. I will discover some of the greatest low leveraged
technology stocks on the market with also low dividend payout ratios.My criteria are still a low dividend payout ratio of less than 20 percent as well as a debt-to-equity ratio under 0.5. In order to get only higher capitalized stocks, I decided to choose only those companies with a market cap of more than USD 2 billion.
Fourteen shares fulfilled these criteria of which eleven got a buy or better rating.
19 High Beta Technology Dividend Stocks At Reasonable Prices Compared To Growth
Today I would like to continue my monthly screen serial about high beta stocks from several sectors. Technology dividend stocks are in my focus now. Because of the huge amount of high beta dividend paying technology stocks, I implemented three additional criteria in my screen: A very high market capitalization, an expected five year earnings per share growth as well as a low forward price-to-earnings ratio.
Growth should be over 10 percent for the next half decade and the P/E should below 15. In my view, this ratio represents a very good price for the future growth opportunity but the business model could be much riskier because of the high beta ratio. The betas of the 19 results are between 1.3 and 4. Some stocks like Telecom Italia, Orange or Broadcom have a really bad mid-term performance. Others like TE Connectivity from Swiss or Eaton increased during the same period by over 55 percent or more.
Ex-Dividend Stocks: Best Dividend Paying Shares On June 27, 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 June 27,
2013. In total, 28 stocks and
preferred shares go ex dividend - of which 8 yield more than 3 percent. The
average yield amounts to 4.49%.
Here is the sheet of the best yielding, higher
capitalized ex-dividend stocks:
Company
|
Ticker
|
Mcap
|
P/E
|
P/B
|
P/S
|
Yield
|
Liberty
Property Trust
|
4.24B
|
35.02
|
1.97
|
6.10
|
5.32%
|
|
CBL
& Associates Properties
|
3.41B
|
30.55
|
2.54
|
3.23
|
4.36%
|
|
Air
Products & Chemicals Inc.
|
19.72B
|
19.04
|
3.10
|
1.97
|
3.00%
|
|
Republic
Services, Inc.
|
12.14B
|
22.17
|
1.57
|
1.49
|
2.81%
|
|
CubeSmart
|
2.10B
|
-
|
2.12
|
7.05
|
2.79%
|
|
American
Eagle Outfitters, Inc.
|
3.49B
|
14.60
|
2.89
|
1.01
|
2.76%
|
|
Cardinal
Health, Inc.
|
15.90B
|
13.92
|
2.33
|
0.16
|
2.59%
|
|
Ingredion
Incorporated
|
4.90B
|
11.18
|
1.97
|
0.75
|
2.40%
|
|
Dell
Inc.
|
23.48B
|
12.67
|
2.19
|
0.41
|
2.38%
|
|
Choice
Hotels International Inc.
|
2.28B
|
19.89
|
-
|
3.27
|
1.87%
|
|
Mondelez
International, Inc.
|
51.06B
|
28.91
|
1.60
|
1.45
|
1.82%
|
|
EMC
Corporation
|
49.72B
|
19.23
|
2.19
|
2.26
|
1.69%
|
|
AmTrust
Financial Services, Inc.
|
2.30B
|
11.10
|
1.96
|
1.14
|
1.63%
|
|
State
Street Corp.
|
29.46B
|
15.04
|
1.45
|
10.03
|
1.60%
|
|
HCC
Insurance Holdings Inc.
|
4.18B
|
10.32
|
1.17
|
1.64
|
1.56%
|
|
Raymond
James Financial Inc.
|
5.86B
|
18.25
|
1.69
|
1.30
|
1.32%
|
|
Wolverine
World Wide Inc.
|
2.51B
|
32.47
|
3.73
|
1.28
|
0.92%
|
My Best Technology Stock Picks For 2013
Every time, I am searching for the best investment
opportunities at the market. The year goes by and I have to consider ideas for the
next year. Today, I like to focus on technology, a field that is very underweighted
in my private portfolio. I am looking for growth stocks with cheap price ratios
and high-quality margins. That’s why I screened the technology sector by stocks
with a forward P/E ratio of less than 15, a sales growth over the
past five years of more than 10 percent as well as an operating margin above 10
percent. In order to exclude low capitalized stocks, the market capitalization should
be over USD 10 billion.
Exactly thirteen stocks fulfilled these criteria
of which nine technology stocks pay dividends – Eight have a buy or better recommendation.
524% Return With The Best Technology Growth Portfolio – Cloud Computing
High
Growth Technology Portfolio Researched By “long-term-investments.blogspot.com”. Technology stocks are hot
because they can boost your wealth in a very fast way if you bet on the next big theme.
The current trends are smart phones and cloud computing. If you have had invested your
money in a well diversified cloud computing portfolio, you should have realized
a total return of 524 percent since January 2002. This represents a yearly return
of 18.35 percent. Below is a list of 24 companies that have a business unit in this growth industry. SAP is currently the fastest growing cloud computing stock. Below the results are
six companies with a positive dividend. Twenty IT-stocks have a current buy or better
recommendation.
Robert Hagstrom - Legg Mason Growth Trust Q4-2011 Fund Portfolio
Robert Hagstrom - Legg Mason Growth Trust Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert Hagstrom’s - Legg Mason Growth Trust - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 46 stocks with a total portfolio worth of USD 167,104,000.
Strategy:
The Fund manager analyzes the fundamental quantitative and qualitative aspects of a company — long-term growth characteristics, sustainable competitive advantages, strong management - compared to its stock price. The investment strategy is based on the principle that the return from owning a stock is ultimately determined by the fundamentals of the underlying business and focus should therefore be on the company's long-term economic progress, disregarding short-term nuances.
Robert Hagstrom’s fund positions as of Q4/2011 with actual share movements:
Sym - Stock | Portfolio Weight | Recent activity | Reported Price* |
DEO - Diageo plc | 3.92 | 0 | $87.43 |
FFIV - F5 Networks | 3.49 | Reduce 21.43% | $106.13 |
CELG - Celgene Corp. | 3.44 | Reduce 32.00% | $67.60 |
LOW - Lowe's Cos. | 3.39 | Reduce 25.67% | $25.38 |
ABT - Abbott Labs | 3.3 | Reduce 14.78% | $56.23 |
CNX - CONSOL Energy Inc. | 3.29 | 0 | $36.70 |
AAPL - Apple Inc. | 3.27 | Reduce 28.95% | $405.04 |
NBR - Nabors Industries Ltd. | 3.27 | 0 | $17.34 |
JNJ - Johnson & Johnson | 3.24 | Reduce 2.94% | $65.58 |
ADBE - Adobe Systems | 3.21 | Reduce 36.67% | $28.27 |
MDT - Medtronic Inc. | 3.2 | 0 | $38.25 |
BLK - BlackRock Inc. | 3.2 | Reduce 34.07% | $178.23 |
EBAY - eBay Inc. | 2.99 | Reduce 17.50% | $30.33 |
EMC - EMC Corp. | 2.84 | Reduce 26.67% | $21.54 |
QCOM - QUALCOMM Inc. | 2.62 | Reduce 36.00% | $54.70 |
MON - Monsanto Co. | 2.6 | Reduce 4.62% | $70.06 |
NKE - NIKE Inc. | 2.48 | Reduce 4.44% | $96.37 |
PM - Philip Morris Intl. | 2.47 | Add 5.00% | $78.48 |
RHHVF - Roche Holdings AG | 2.42 | Add 5.56% | $42.55 |
RAX - Rackspace Hosting Inc. | 2.32 | Add 5.88% | $43.01 |
AMZN - Amazon Corp. | 2.28 | 0 | $173.09 |
PG - Procter & Gamble | 2.2 | Reduce 26.67% | $66.71 |
PWR - Quanta Services | 2.19 | Reduce 22.73% | $21.54 |
PEP - PepsiCo Inc. | 2.18 | Reduce 31.25% | $66.35 |
LUV - Southwest Airlines | 2.18 | 0 | $8.56 |
MSFT - Microsoft Corp. | 2.17 | Reduce 45.10% | $25.96 |
CSCO - Cisco Systems | 2.16 | Reduce 39.39% | $18.08 |
MYGN - Myriad Genetics Inc. | 2.13 | 0 | $20.94 |
SLB - Schlumberger Ltd. | 2.04 | 0 | $68.32 |
CTSH - Cognizant Technology Solutions | 2.02 | Add 110.00% | $64.30 |
ADSK - Autodesk Inc. | 1.95 | 0 | $30.33 |
MMM - 3M Co. | 1.71 | 0 | $81.74 |
SCHW - Charles Schwab | 1.68 | Reduce 28.57% | $11.26 |
RHT - Red Hat Inc. | 1.45 | 0 | $41.30 |
GRPN - Groupon Inc. | 1.23 | Buy | $20.63 |
LCCTF - LOccitane Int. | 1.21 | Add 26.25% | $2.01 |
MRVL - Marvell Technology Group Ltd. | 1.16 | 0 | $13.85 |
ALV - Autoliv Inc. | 1.12 | Buy | $53.49 |
JIVE - Jive Software Inc. | 1.1 | Buy | $16.00 |
ATHN - athenahealth Inc. | 1.03 | Buy | $49.11 |
APKT - Acme Packet Inc | 0.93 | Buy | $30.92 |
SINA - Sina Corp. | 0.93 | Add 53.85% | $52.00 |
PRDSF - PRADA SPA | 0.6 | Buy | $4.53 |
CTRP - Ctrip.com International Ltd. | 0.49 | Buy | $23.40 |
YNGDF - YINGDE GASES GROUP | 0.46 | Buy | $1.02 |
YOKO - Youku.com Inc. | 0.42 | 0 | $15.67 |
Related Stock Ticker:
DEO, FFIV, CELG, LOW, ABT, CNX, AAPL, NBR, JNJ, ADBE, MDT, BLK, EBAY, EMC, QCOM, MON, NKE, PM, RHHVF, RAX, AMZN, OG, PWR, PEP, LUV, MSFT, CSCO, MYGN, SLB, CTSH, ADSK, MMM, SCHW, RHT, GRPN, LCCTF, MRVL, ALV, JIVE, ATHN, APKT, SINA, PRDSF, CTRP, YNGFD, YOKO
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