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Showing posts with label PX. Show all posts
Showing posts with label PX. Show all posts

20 Value Income Stocks With Dividend Yields Over 10 Year Treasury Yield

I found a great list of stocks that combine value investing criteria with growth. The list contains a number of attractive looking stocks with current yields above the bond yield. 

It's a classical leveraged view. If you borrow money and put it into investments with a yield over your capital cost, you will make money. Dividends are not stable. 

You need a huge spread yield. However, take a look at the attached list. I believe there are a few good names on it. 

Here is the table....

5 Dividend Stocks With Fresh Billion Share Buyback Programs

Dividend growth is a fantastic value driver for your private wealth. But there are more possibilities to create directly shareholder values. Beside dividends, there is a way to give money back via share repurchase programs.

Recently, I wrote an article about stocks with the most recent billion share buyback programs on the market. Today I would like to expand the list by adding stocks that have announced to spend billions by buying back own shares.


Three names are not included in the list because they don't pay dividends. EBay, Valeant Pharmaceuticals International and Check Point Software Technologies are those stocks.


Ex-Dividend Stocks: Best Dividend Paying Shares On June 05, 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 05, 2013. In total, 63 stocks and preferred shares go ex dividend - of which 63 yield more than 3 percent. The average yield amounts to 2.80%.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Public Service Enterprise Group
16.74B
15.25
1.53
1.73
4.35%
Dominion Resources, Inc.
D
32.09B
97.46
2.89
2.44
4.05%
Williams Companies, Inc.
23.86B
37.99
4.97
3.28
4.03%
Waste Management, Inc.
19.44B
23.78
3.04
1.42
3.51%
Kimberly-Clark Corporation
37.19B
21.02
7.92
1.76
3.35%
Pepsico, Inc.
125.88B
20.87
5.63
1.92
2.79%
Baxter International Inc.
38.17B
16.97
5.49
2.68
2.78%
Genuine Parts Company
12.01B
18.72
3.92
0.92
2.77%
SLM Corporation
10.64B
9.74
2.07
1.67
2.50%
Limited Brands, Inc.
14.67B
19.51
-
1.39
2.37%
Coach, Inc.
16.45B
15.82
7.34
3.28
2.31%
Coca-Cola Enterprises Inc.
10.24B
17.63
4.53
1.27
2.14%
Northern Trust Corporation
13.97B
20.63
1.84
11.32
2.12%
Praxair Inc.
34.16B
20.89
5.54
3.03
2.08%
Johnson Controls Inc.
25.70B
28.21
2.18
0.61
2.03%
Becton, Dickinson and Company
19.27B
17.65
4.20
2.46
2.00%
WPP plc
21.70B
17.97
1.95
1.38
1.63%
Canadian National Railway
43.50B
18.80
4.05
4.50
1.63%
China Life Insurance Co. Ltd.
73.15B
28.76
1.93
1.19
0.87%
McKesson Corporation
25.55B
20.17
3.62
0.21
0.71%

20 Basic Material Dividend Stocks With Top Yields And Low Volatility

Basic material dividend stocks with low betas and large market capitalization originally published at "long-term-investments.blogspot.com". When I buy stocks I ever take a look at the risk fundamentals of a company. Beside the market capitalization, the beta ratio is a meaningful ratio. The ratio shows investors how volatile a stock is compared to the overall market. A beta value of 1.2 means: The stock has a 20 percent higher volatility than the market. I use this tool to identify the underlying risks of a business model. For sure, it’s not perfect but a good first step to evaluate the risk situation.

Today I like to run my screen for the safest basic material stocks. These are my criteria:

- Market Capitalization over USD 10 billion
- Beta ratio below 1

Linked are the 20 best yielding stocks. 14 of them have a current buy or better recommendation and five are high-yields. Oil and gas companies are the dominating category.

Ex-Dividend Stocks: Best Dividend Paying Shares On March 05, 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 March 05, 2013. In total, 14 stocks and preferred shares go ex dividend - of which 5 yield more than 3 percent. The average yield amounts to 3.08%.

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


Company
Ticker
Mcap
P/E
P/B
P/S
Yield
TAL International Group, Inc.
1.46B
11.15
2.36
2.48
5.93%
National CineMedia, Inc.
882.67M
41.22
-
1.97
5.77%
Weingarten Realty Investors
3.75B
128.46
2.38
7.44
3.96%
Harris Corp.
5.38B
9.72
2.94
1.01
3.10%
Destination Maternity
306.36M
14.43
2.85
0.57
3.09%
BlackRock, Inc.
40.15B
17.21
1.63
4.30
2.84%
Praxair Inc.
33.62B
20.23
5.56
3.00
2.11%
Albany International Corp.
902.12M
-
1.83
1.19
1.95%
Bolt Technology Corp.
134.30M
48.69
2.01
2.35
1.80%
Canadian National Railway
43.32B
16.97
4.02
4.48
1.66%
Lender Processing Services, Inc.
2.08B
26.03
3.83
1.04
1.63%
Omnicare Inc.
3.91B
24.44
1.11
0.63
1.50%
Baltic Trading Limited
85.84M
-
0.32
2.58
1.06%
Southwest Airlines Co.
8.61B
21.49
1.25
0.50
0.34%

Dividend Ideas: Starts Air Products and Chemicals (APD) To Boom?

Recently, one of my readers sends me a note about Air Products Chemicals (APD) in order to get some minds from me. Here is his analysis of the situation:

I’m financial analyst in Hungary, Europe since 15 years in various multi-nationals like GE and Citicorp. I got an idea for 3-5 yrs-investment and I would like to know your opinion about it.

Air Products is a div. Aristocrat and also in very healthy financial standing (equity, profit margins, cash level, indebtedness, etc are OK). On the other hand they are world-leading supplier of H and He. He (Helium) is the key, because it is limited and disappears when used for the planet forever. 

Currently it can be extracted from natural gas, where the best concentration is int he USA (2%), and only a few other places are on Earth with much lower concentration (Russia, Quatar, Algeria etc. around 0,3% only) Nobel laureate Robert Richardson has proclaimed few years ago that it will be a very rare resource within 25 years according to present level of usage (needed for various industries like electronics, medical equipment). 

Largest global reserve is in Texas (near to Amarillo), under public sale according to USA government act, the transaction is to be finished by 2015. APD is always making acquisitions and it may have the money to buy the state’s reserve. If it happens, APD will control Helium-price for a growing need-end market. This is the story. I wonder what do you think?”

My first thought was that the guy has a very good taste in asset picking and he is operational deeply involved.

I am a guy who acts more objective. I cannot evaluate risks from my desk and I don’t like to invest huge amounts of my money into a single stock. My diversification works in a way that I put only 0.5% – 1% of my net worth into a single growth stock.

Please, don’t love your investment and make research. In the end, you will ever oversee the really big risks. You cannot know more than the market.

On a big picture I can tell you that APD is wonderful growth stock that is also on my watch list. The company is globally diversified with over 50 percent sales abroad and has a great profitability (+10 percent net margin). APD is working in a growing industry and creates a really good work.

But the stock is more cyclic than their competitors. Earnings decreased by a half during the financial crises. Look at Linde (German) or Air Liquide (France). Those are two rivals with a lower cyclic business model. Their yields and valuation levels are in a similar range.


You see that APD is not a monopoly. They cannot raise prices how they like. That’s the big burden of a commodity trader or volume producer. Sure, APD is much more but they don’t have patents on their products like drug manufacturer and they don’t have created a monopolistic situation. In the long-run, competitors can enter into the market and flood the market with cheaper gases.

I heard from some companies in the industry that they are looking for a deeper chain. They try to build an independence from industrial gases where only the price is the essential point. Linde bought a healthcare gas company in the United States and produces food gas which helps to improve the durable time of foods.

The key solution for growth and higher margin is a deeper value chain and a specialization on customer needs. If your client makes a gain with your products and they are unique, he will share the profits with you. The higher the uniqueness of your produces, the higher your margins are.

It could be possible that there are bottlenecks in the short-run that could boost APD’s earnings but I believe that they are not available for the long-run because of the unlimited market access for all competitors. For me is APD a long-term pick because of the leading market position. I also like Linde and Air Liquide and several other special chemical and gas stocks. I only own PX and AI for the time being.

Do you have some stock ideas? Let me know and we share our thoughts.