Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. 27 companies increased their dividends within the recent week. You can find the full list attached and some of my favorites in the article below.
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Showing posts with label BEN. Show all posts
Showing posts with label BEN. Show all posts
Monday, December 16, 2013
Friday, October 18, 2013
What we’ve seen over the recent months is that the market get’s more and more expensive due the low interest environment. It’s really hard to find low valuated stocks with a high quality and proven business model.
Today I would highlight some of the cheapest Dividend Aristocrats on the market. Those stocks have a forward P/E of less than 15.
Only sixteen companies from the index have such a low valuation and one of them has a yield over five percent. Ten are currently recommended to buy.
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Thursday, October 10, 2013
I believe that these two ratios have a big impact to judge the ability of a corporate to grow at a faster pace and hike dividends in the future.
Today I would like to discover the financial sector by stocks with a less than 20 percent dividend payout ratio and a debt to equity leverage of less than one. Because of the huge amount of results, I will only look at those stocks with a market capitalization over USD 10 billion.
Exactly thirteen financial stocks fulfilled these criteria of which one is a High-Yield.
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Wednesday, October 9, 2013
Dividend Aristocrats are nice because they have a huge trust base for long-term orientated investors but a past performance also did not mean that the future performance would be the same. Some Dividend Aristocrats are full of debt and they pay dividends at a very high level.
I started an article serial this month about stocks with low debt and dividend payout ratios. I believe that those companies are much better positioned from the financial perspective to boost future dividends. In addition, they have much more capabilities to grow at a faster pace.
Today I would like to introduce you some of the Dividend Aristocrats with the lowest dividend payout ratios on the market. Half of the results have also acceptable or low debt ratios.
Only thirteen stocks have a dividend payout ratio of less than 30 percent of which seven are currently recommended to buy.
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Friday, October 4, 2013
Only 105 stocks have managed this very important goal for long-term dividend growth investors. I like those stocks but some of them have a really high dividend payout ratio.
Earlier, I talked about the importance of the dividend growth rate and that it would be better to buy lower yielding stocks with a much higher growth rate than stocks with very big yields. Two main criteria for future dividend growth are the debt ratios and dividend payout figures.
This month, I started an article serial about dividend stocks with potential to boost dividends. Today I would like to present you Dividend Champions with the lowest dividend payouts. Only 10 income growth firms have a payout ratio of less than 20 percent. Seven of them are currently recommended to buy.
Most of them are modestly leveraged. Not low but also not too high but the right leverage ratio is also a question of the business model and the strong cash-flow of a corporate as well as the costs for growth.
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Saturday, September 14, 2013
Stocks with dividend hikes from last week originally published at long-term-investments.blogspot.com. Only 15 stocks announced last week to hike dividends. The average dividend growth amounts to 26.37 percent.
Two big names are on the list. They are Philip Morris and Franklin Resources. The biggest dividend increases come from Axiall, Royal Caribbean and Sasol. All three plan to double or more dividends.
It’s good to see that the dividend growth goes into a next round. Dividend growth shows that the management team is optimistic about the company’s future and they like to give money back to shareholders they don’t need in this environment.
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Saturday, September 7, 2013
Dividend Aristocrats with low P/E’s and buying recommendations originally published at long-term-investments.blogspot.com. We all love a growing dividend and one of the most popular indices that cover the best dividend growth stocks is the S&P 500 Dividend Aristocrats index.
The index has currently 54 constituents. My goal in this article is to show you the currently cheapest stocks from the Dividend Aristocrats Index with current buy or better ratings.
I know, it’s a little bit easy to trust others work but the high-quality dividend stocks are already discovered. The only thing we must do is to screen the current valuations and market opinions.
Only twelve stocks fulfilled both, a forward P/E below 15 combined with a buy or better rating by brokerage firms. Half of the results have a projected double-digit mid-term earnings growth forecast.
I really like Dividend Aristocrats but because of the highly predictable business model and well known asset class, most of them are no longer cheap. Only eighteen stocks have an expected P/E under 15! That’s only one third of the full database and only around 20 percent of all Aristocrats are recommended to buy.
Read More »Friday, August 9, 2013
In my current article serial, I write about high beta stocks and the possibility to make more money in a bullish market with high beta stocks. High beta stocks are stronger correlated with the market and can result in a higher performance.
Today I would like to observe those Dividend Champions with a beta ratio above one as well as a forward P/E below 15. It’s very important to make sure that the companies are cheap because only with a high initial earnings yield you can increase the possibility of a good long-term total return. Thirteen stocksfulfilled the above mentioned criteria of which ten are currently recommended to buy.
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Tuesday, August 6, 2013
Dividend Aristocrats normally have a lower volatility than other stocks. This could also be an disadvantage because you give up performance in a strong up moving market. The solution is simple: Look at high beta stocks. They can give you a better return when the market is very bullish.
I observed all current 54 Dividend Aristocrats by the highest rate of beta, starting with a value above one. Only 16 of them are more volatile than the overall market. It’s how I told it: Only a few Dividend Aristocrats, around 30 percent, are riskier than the market but they can also deliver you a better performance in return. For the time being, twelve of the High Beta Dividend Aristocrats have a buy or better rating.
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Monday, July 22, 2013
Standard & Poor’s has created an index family with focus on dividend growth stocks. One member of the index family is the popular S&P High Yield Dividend Aristocrats Index. Around 84 companies are part of the income product. The index is designed to measure the performance of companies within the S&P Composite 1500® that have followed a managed-dividends policy of consistently increasing dividends every year for at least 20 years.
Below is a small list of the cheapest stocks from the index with expected double-digit earnings per share growth for the next five years. In addition to the growth figures, they have a low forward P/E, fewer than 15. Only ten stocks fulfilled these criteria of which nine have a buy or better rating.
Thursday, July 18, 2013
Cheap Dividend Aristocrats with buy or better ratings originally published at long-term-investments.blogspot.com. Dividend Aristocrats are some of the best dividend income growth stock you can buy at the market. Those stocks have raised their cash distributions to shareholders over a period of more than 25 years without a break. For sure, it's no guarantee to receive a higher dividend next year but the possibility of a dividend hike is very high.
I wrote recently that high quality stocks are also highly priced and the Dividend Aristocrats are definitely highly priced. It’s very hard to find real bargains and to receive a good long-term total return.
Today I would like to give you an update of the most recommend stocks from the Dividend Aristocrats Index with some fundamentals. 29 of 54 companies from the index have a current buy or better rating and nearly half of the results still have a low forward P/E of less than 15. That’s very interesting because all of the 20 most recommended Dividend Aristocrats have positive earnings per share predictions for the mid-term – in average 10.14 percent.
Below is a list of the 20 highest recommended Aristocrats with a detailed look on the three cheapest results.
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Tuesday, July 9, 2013
If you pay a big premium on your asset, you will not get a good return in the end. It’s very simple. All you need to do is to scout for attractive bargains at the capital market.
Today I would like to screen the Dividend Aristocrats Index by the cheapest companies in terms of forward P/E. Only 19 stocks have a current forward P/E ratio below 15. Some of them have bigger amounts of debt and others are slow growing. However, nearly 70 percent of the results have a current buy or better rating by brokerage firms.
All members of the Dividend Aristocrats Index generated a positive year-to-date performance. It’s also a sign for the quality of the index. In average, they have a stock price performance of 16.03 percent. 1.02 percent points better than the broader S&P 500.
Wednesday, May 8, 2013
Today I like to screen my Dividend Champions database by the most profitable stocks, measured by the operating margin. Because of the higher amount of screening members – the Dividend Champions list is nearly twice as big as the Dividend Aristocrats index; the results show some fresh ideas.
The 20 top stocks have a margin between 24.8 and 45.7 percent. Eleven of them are currently recommended to buy.
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Monday, May 6, 2013
The margins are important for investors. They show if a company is getting stronger or even weaker within its business area. A very high margin shows that the company has products with a big customer satisfaction and desire. Clients need those products and they pay a high price because they can’t find a better provider.
Sometimes margins are very high due to one-off effects. Basic material companies benefitted from high raw commodity prices. They are in a one-off situation which can also keep up for years.
Today I like to look at the Dividend Aristocrats list and show you the most profitable companies, measured by the highest operating margin. The index has 54 constituents and the top 20 stocks have a margin between 16 and 45 percent. That’s well above the index average. 14 of the results have a current buy or better rating.
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Wednesday, April 24, 2013
In my view it’s for every high-quality stock possible to manage a 50 year dividend growth. The only requirement is a stable growing business with a high degree of self-financing. So, the only big difference between the longest dividend growers is the rate of the dividend growth. There are fast growing stocks and slow hikers. Which should you buy?
If you want to make money with dividend growth stocks, you need fast growth but it makes only sense to purchase them for an acceptable price. What return will you make when you pay a price that is 100 times of the expected earnings?
Today, I like to screen the investment category “Dividend Champions” by stocks with the highest rate of dividend growth over the recent 10 years. Linked is a full list of the top 20 champs with a double-digit dividend growth. Fourteen of the results have a current buy or better rating.
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