Showing posts with label AIZ. Show all posts
Showing posts with label AIZ. Show all posts

Wednesday, December 25, 2013

6 Best Risk Rewarded Dividend Stocks From The S&P 500

Investors should take care about the risk when they plan to invest. A good and well-known indicator for the risk assessment is the Shape ratio.

The ratio evaluates the performance of the stock in relation to its volatility. It's also a figure that is based on the past performance data. Future developments are not detected.

Below are 6 stocks from the S&P 500 with very attractive Sharpe ratios. My main criteria are a dividend yield of more than 1 percent at a payout ratio of less than 100 percent of earnings.

The top risk rewarded dividend stocks from the S&P 500 are....

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Thursday, September 26, 2013

12 Dividend Income Growth Stocks Below Book Value

Dividend growth stocks below book value originally published at long-term-investments.blogspot.com. How would it be if you purchase a dollar for 50 cents? I believe it would a great deal but who gives you values for less than the price you pay?

For sure, nobody will gift you something on the market and there is definitely no free lunch. That’s a major rule I’ve learned from my years as a professional investor. But sometimes these are good companies with price to book ratios below the current market valuation. Theoretically, you get more values for each dollar but does it helps you if the corporate produces losses and decreases the book value year for year? I don’t think so. But the answer is always hidden.


Today I would like to present you dividend growth stocks that have hiked their payments uninterrupted over more than five years and have a price-to-book ratio below one at the same time. The financial industry is one of the biggest contributors to the screening results. Are there real values for investors?


Only 12 corporate stocks in total fulfilled these two criteria of which four yield over three percent and six of them have a current buy or better rating.


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Wednesday, August 21, 2013

Ex-Dividend Stocks: Best Dividend Paying Shares On August 22, 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, 16 stocks go ex dividend - of which 3 yield more than 3 percent. The average yield amounts to 2.68%. Here is a full list of all stocks with ex-dividend date within the upcoming week.

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

Company
Ticker
Mcap
P/E
P/B
P/S
Yield
Intersections Inc.
177.93M
17.00
1.72
0.53
8.11%
Pan American Silver Corp.
2.07B
-
0.77
2.26
3.66%
Atmos Energy Corporation
3.77B
17.07
1.46
1.01
3.36%
FirstMerit Corporation
3.63B
17.81
1.42
6.16
2.79%
HollyFrontier Corporation
9.25B
5.91
1.48
0.45
2.62%
Symantec Corporation
18.30B
24.77
3.33
2.63
2.28%
Assurant Inc.
4.27B
11.04
0.89
0.49
1.82%
Dunkin' Brands Group, Inc.
4.66B
36.83
13.14
6.88
1.76%
Robert Half International Inc.
5.13B
22.14
5.95
1.24
1.70%
Old Line Bancshares Inc.
89.93M
12.87
1.20
2.37
1.22%
Apollo Global Management, LLC
3.91B
8.00
3.70
1.06
0.98%
Guaranty Bancorp
240.52M
19.88
1.30
3.49
0.87%
LSB Financial Corp.
37.58M
13.88
0.95
2.47
0.83%
Haverty Furniture Companies
574.87M
28.18
2.11
0.81
0.62%
Hecla Mining Co.
1.13B
-
0.85
3.49
0.27%
Radian Group Inc.
2.26B
-
2.51
3.10
0.08%

Sunday, July 21, 2013

Insurer Aflac: The New Stock Holding For The Dividend Yield Passive Income Portfolio

Last Friday, I purchased the cheapest Dividend Champion with a forward P/E of 9.10. The company is acting within the accident and health insurance sector and is named AFLAC. Insurer AFLAC raised its dividends over a period of 30 consecutive years and yields at 2.36 percent. Earnings per share are expected to grow by 5.58 percent for the next year and 6.92 percent for the upcoming five years. That’s a solid value and if it comes true, a P/E below 10 is damn cheap in my view.

The stock suffers a little bit under recent damage claims as well as the low interest environment. I personally don’t have an idea how big the risks of a rising interest rate could be but I believe that they can be managed.

AFLAC is up 13.2 percent this year and gained 40 percent over the recent year. With a beta ratio of 1.89, AFLAC seems like a very risky and volatile stock but if you look at the fundamentals, you can see that it's not true. Also the debt to equity ratio of 0.28 is low. The company has around USD 4.2 billion in long-term debt at a net income of USD 2.8 billion


Earnings and Dividends From Aflac


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For readers who a new to the matter and my dividend growth philosophy: I funded a virtual portfolio with 100k on October 04, 2012 with the aim to build a passive income stream that doubles each five to ten years. I plan to purchase each week one stock holding until the money is fully invested. The total number of constituents is expected at 50 – 70 companies and the dividend income should be at least at $3,000 per year.

--------------------------------------

The current AFL stake cost me around USD 1,200 bucks and will give me approximately USD 28 dividend income for the full year. The stock is underweighted with 0.75 percent portfolio share.


Latest Portfolio Transactions (Click to enlarge)

Dividend Yield Passive Income Portfolio I (Click to enlarge)

Dividend Yield Passive Income Portfolio II (Click to enlarge)

The full-year dividend yield income of the portfolio is now estimated at USD 2,090.33.  With USD 41.436,05 in cash on hands and bank accounts, it should be possible to hit my aim of a USD 3,000 dividend income by the end of the year. All I need to do is to buy stocks with a yield on cost for around 3 percent.

The current yield on cost amounts to 3.49 percent while the actual portfolio yield is a little bit lower at 3.21 percent due to the capital gains.


Portfolio Performance (Click to enlarge)

All stock holdings from the Dividend Yield Passive Income Portfolio are up in average by 9.28 percent since the date of funding. The underperformance to the main indices is reasonable to the slow purchasing process. In a down-going market, my strategy would perform better than the market. But I am not interested in quick money. I want to build a long-term dividend growth portfolio which doubles each ten years from alone.

Here is the income perspective:


Sym
Name
P/E Ratio
Dividend Yield

Buy
# Shrs
Income
Value
TRI
Thomson Reuters C
16.44
3.73

28.90
50
$64.50
$1,725.50
LMT
Lockheed Martin C
13.33
3.86

92.72
20
$89.00
$2,311.00
INTC
Intel Corporation
11.62
3.87

21.27
50
$45.00
$1,152.00
MCD
McDonald's Corpor
18.58
3

87.33
15
$45.15
$1,504.05
WU
Western Union Com
10.47
2.73

11.95
100
$47.50
$1,732.00
PM
Philip Morris Int
17.16
3.85

85.42
20
$68.78
$1,772.20
JNJ
Johnson & Johnson
24.49
2.76

69.19
20
$49.80
$1,844.60
MO
Altria Group Inc
17.12
4.76

33.48
40
$70.40
$1,486.00
SYY
Sysco Corporation
20.85
3.1

31.65
40
$44.40
$1,441.20
DRI
Darden Restaurant
15.97
4.09

46.66
30
$61.50
$1,484.70
CA
CA Inc.
14.37
3.36

21.86
50
$50.00
$1,482.50
PG
Procter & Gamble
17.99
2.9

68.72
25
$58.20
$2,034.25
KRFT
Kraft Foods Group
21.25
3.47

44.41
40
$80.00
$2,306.40
MAT
Mattel Inc.
18.96
3.07

36.45
40
$53.60
$1,695.20
PEP
Pepsico Inc. Com
22.24
2.51

70.88
20
$43.60
$1,728.20
KMB
Kimberly-Clark Co
21.52
3.13

86.82
15
$46.50
$1,492.35
COP
ConocoPhillips Co
10.6
4.09

61.06
20
$52.80
$1,320.00
GIS
General Mills In
18.37
2.67

42.13
30
$41.10
$1,550.40
UL
Unilever PLC Comm
21.06
3.06

39.65
35
$44.91
$1,473.50
NSRGY
NESTLE SA REG SHR
18.84
3.25

68.69
30
$65.31
$2,017.50
GE
General Electric
17.5
3.13

23.39
65
$48.10
$1,606.80
ADP
Automatic Data Pr
24.77
2.33

61.65
25
$42.50
$1,822.00
K
Kellogg Company C
26.18
2.64

61.52
25
$44.00
$1,683.00
KO
Coca-Cola Company
21.36
2.62

38.83
40
$42.80
$1,643.60
RTN
Raytheon Company
12.22
3.01

57.04
20
$42.00
$1,396.00
RCI
Rogers Communicat
11.83
4.1

51.06
50
$83.30
$2,030.00
GPC
Genuine Parts Com
19.88
2.51

77.06
20
$41.28
$1,648.00
TSCDY
TESCO PLC SPONS A
225.6
4.07

17.98
110
$75.68
$1,859.00
APD
Air Products and
17.35
2.79

85.71
15
$40.50
$1,454.85
GSK
GlaxoSmithKline P
19.17
4.47

52.16
30
$70.38
$1,564.50
WMT
Wal-Mart Stores
15.24
2.24

79.25
20
$34.72
$1,561.60
BTI
British American
16.92
3.86

114.6
23
$95.22
$2,448.35
CHL
China Mobile Limi
10.37
4.18

55.32
25
$54.95
$1,316.75
MMM
3M Company Common
18.21
2.12

110.27
15
$36.75
$1,742.85
TUP
Tupperware Brands
22.87
2.48

80.98
15
$29.40
$1,177.95
IBM
International Bus
13.65
1.77

206.35
8
$28.00
$1,548.32
HAS
Hasbro Inc.
18.43
3.18

44.09
30
$44.40
$1,361.40
T
AT&T Inc.
27.64
5.01

34.47
30
$53.70
$1,074.30
WAG
Walgreen Co. Comm
22.11
2.18

44.25
30
$33.00
$1,518.30
AFL
AFLAC Incorporate
9.37
2.33

59.39
20
$27.60
$1,187.80
















$2,090.33
$65,198.92
















Average Yield
3.21%
















Yield On Cost
3.49%