drbubb Posted February 5, 2019 Report Share Posted February 5, 2019 High Dividend Stocks: Finding Them, Researching them FAVORED few Div stocks - from below Grp-1: ABBV, LVS, MO, PM, T : 1yr: Grp-2: IVZ, MMM, IBM, KSS : 1yr: == PH, HK, USA & Canada Q: I’m reviewing silo options now and looking at dividend stocks with below book value pricing. What do you think of this site as a starting point for research? or would you suggest another screener? Link > https://www.dividendyields.org/hsi-best-dividend-stocks/ 2 > https://www.dividendyields.org/dividend-yields-top-250/ A: Says: "Beware of stocks with an extremely high dividend yield! This can be caused by a stock price that is extremely low, compared to the trailing twelve months (ttm) dividend. Or it can be caused by a special, one-time only super dividend." That is right. The site may be a good starting point. But, like David Webb, you need to dig deeper, and dive into the balance sheet, to see how sustainable the dividends are... & that the high div is not just a "one off" event Can do some more vetting, here on GEI Link to comment Share on other sites More sharing options...
drbubb Posted February 5, 2019 Author Report Share Posted February 5, 2019 High-Dividend Stocks / LINKS + Philippines List : https://www.pinoymoneytalk.com/philippine-stocks-dividend-yield/ + 5 Under-rated, Div Payers (early 2018) : https://www.entrepreneur.com.ph/run-and-grow/financial-adviser-5-underrated-dividend-paying-stocks-that-you-can-buy-to-earn-up-to-14-7-p-a-a23-20180130-lfrm Link to comment Share on other sites More sharing options...
drbubb Posted February 5, 2019 Author Report Share Posted February 5, 2019 Top 5 Recommended for Php in 2018 / How did they do? ( CHARTS ) 1. SPC Power Corporation (SPC: P632) / Price: Php5.45, Yield: 14.7 percent 2. GMA Network Inc. (GMA7: P5.78) / Price: Php5.89, Yield: 12.4 percent 3. Semirara Mining & Power (SCC: P23.60) / Price: Php38.20, Yield: 8.7 percent 4. Manila Electric Co. (MER: P364 ) / Price: Php337.8, Yield: 5.4 percent 5. Shang Properties, Inc. (SHNG: P3.13) / Price: Php3.24, Yield: 5.1 percent === + 5 Under-rated, Div Payers (early 2018) : https://www.entrepreneur.com.ph/run-and-grow/financial-adviser-5-underrated-dividend-paying-stocks-that-you-can-buy-to-earn-up-to-14-7-p-a-a23-20180130-lfrm High Div MER, has solidly outperformed the PSEI ... update : But most of the outperformance came in a single year, 2009 The last great buying window for MER was mid-2017 I dont get excited to buy MER when I see the chart above I still like SHNG's fundamentals and its chart Link to comment Share on other sites More sharing options...
drbubb Posted February 5, 2019 Author Report Share Posted February 5, 2019 GMA7 has been a chronic underperformer. But I imagine it has growth issues. (check this? if GMA is growing it could be interesting) GMA7-Psei : all-data : I think it is very useful to look at a long term chart with ALL DATA, versus the local stock market index, BEFORE diving into a deeper analysis This one, Semirara Mining & Power, seems to be worth a closer look, based on the charts SPC-Psei : all-data : since 9/2014 : Link to comment Share on other sites More sharing options...
drbubb Posted February 5, 2019 Author Report Share Posted February 5, 2019 Hang Seng High Dividend Yield Index > link: https://www.hsi.com.hk/eng/indexes/all-indexes/hshdyi 4 Dividend Value Stocks In Hong Kong To Look At Aug.2018 === Hk1382 / Pacific Textile ... All-Data : HK1310 / HKBN (H K Broadband Network) ... All-Data : HK$11.92 Hk6823 / HKT Trust ... All-Data : HK$11.54 Hk3988 / Bank of China ... All-Data : HK$3.61 Symbol : Company Name. : $price : PE-R : Div. : Yield : BkVal.: P/ BV : ye’17 : chg. Hk1382 / Pacific Textile ----- : $6.84 : 11.46: 0.00: 9.36%: $0.00 : 00.0%: HK1310 / HKBN Broadband : 11.92 : 30.18: 0.00: 5.03%: $0.00 : 00.0%: Hk6823 / HKT Trust ———— : 11.54 : 19.10: 0.00: 5.05%: $0.00 : 00.0%: Hk3988 / Bank of China —— : $3.61 : 4.90 : 0.00: 5.86%: $0.00 : 00.0%: Hk2919 / Haitong Int’l ——— : $2.90 : 5.99 : 0.00: 5.24%: $0.00 : 00.0%: Hk0639 / Shougang Fushan- : $1.80 : 9.03 : 0.00: 9.22%: $0.00 : 00.0% Hk1928 / Sands China ——— : 37.30 : 20.2 : 0.00: 5.31%: $0.00 : 00.0% Hk0008 / PCCW ————---—- : $4.65 : 31.5 : 0.00: 3.83%: $0.00 : 00.0% Hk0551 / Yue Yuan Industrial: 27.45 : 14.1 : 0.00 : 2.91%: $0.00 : 00.0% Hk0336 / Huabao Int’l ——— : $3.69 : 7.45 : 0.00 : 5.42%: $0.00 : 00.0% Hk0868 / Xinyi Glass Hldg.— : $9.44 : 8.75 : 0.00 : 5.30%: $0.00 : 00.0% Hk0303 / VTech Holdings -— : 78.29 : 13.0 : 0.00 : 3.40%: $0.00 : 00.0% Hk0272 / Shui On Land —-— : $2.02 : 6.85 : 0.00 : 3.56%: $0.00 : 00.0% Hk0004 / Wharf Hldg. ———- : 23.70 : 4.42 : 0.00 : 2.11% : $0.00 : 00.0% > http://aspire.sharesinv.com/57497/4-dividend-value-stocks-in-hong-kong-to-look-at/ Highest Hong-Kong dividend stocks - Dividends Ranking As shown above, HK2919 / Haitong International (Financial Services) - Shougang Fushan Reso (Mining) - Sands China (Travel and Leisure) - ... are the companies that currently pay a higher dividend in Hong-Kong, offering yields of - 10.00% - 9.81% - 9.68% - respectively. Coming up next, we show the full list of stocks traded in Hong-Kong, including their dividend return and payout. Highest Hong-Kong stocks ordered by its dividend yield (3.06% average) > http://www.dividendsranking.com/country-Hong-Kong.html Link to comment Share on other sites More sharing options...
drbubb Posted March 12, 2019 Author Report Share Posted March 12, 2019 TRENDING ARTICLES Vereit Is A Diamond In The Rough That Yields 6.8% High Yield Of 7.1% And Insiders Buying At Cedar Fair / 1 / Vereit Is A Diamond In The Rough That Yields 6.8% Mar. 12, 2019 68 comments About: VEREIT, Inc. (VER), Includes: AFIN, GNL, NNN, O Brad Thomas Dividend growth investing, REITs, newsletter provider, value Summary Sometimes, REIT investors must dig deep inside the jungle to uncover a true diamond in the rough. But you don't have to travel to the jungle today because I have done all of the heavy lifting myself. Vereit is an affirmative buy and we believe that shares could generate returns of ~15% over the next 12-18 months. This idea was discussed in more depth with members of my private investing community, Rhino Real Estate Advisors. Get started today » When reviewing the list of net lease REITs today, it's not hard to separate the "wheat from the chaff." In terms of relative value, the chart below provides a good visual of the blue-chip names and the so-called "sucker yield" names: xx As you can see, Realty Income (O), +19.5% and National Retail Properties (NNN), +13.7% have outperformed (for six months) vs. Global Net Lease (GNL), -16.5% and American Finance Trust (AFIN), -34.1% - two externally-managed REITs, both screaming for a dividend cut. Of course, as most value investors recognize, it's awfully hard to pick up shares in a blue-chip net lease REIT, or most all blue-chips as far as that's concerned. And sometimes REIT investors must dig deep inside the jungle to uncover a true diamond in the rough. Guess what? You don't have to travel to the jungle today because I have done all of the heavy lifting myself. My only request is that you sit back and read the entire article and then you can determine whether or not Vereit (VER) is a diamond in the rough. / 2 / High Yield Of 7.1% And Insiders Buying At Cedar Fair Mar. 12, 20193 comments About: Cedar Fair, L.P. (FUN) Rida Morwa Research analyst, REITs, energy, Dividend income for retirees Summary Amusement parks are simple yet predictable businesses. Cedar Fair is one of the world’s largest amusement park owners and it's currently on sale. While most of the market has ripped higher in the past month, Cedar Fair was left behind and remains in the bargain bin despite strong momentum going into 2019. This is a battle-tested company with a superior track record and has survived several recessions. With a 7.1% dividend yield, 4% expected growth, and a historically low valuation, we expect up to 30% upside. Insiders are buying. Link to comment Share on other sites More sharing options...
drbubb Posted November 24, 2019 Author Report Share Posted November 24, 2019 20 Bargain S&P 500 Stocks Gushing Dividends Common sense would dictate that companies with high dividend payout ratios (dividends divided by earnings) would exhibit slower subsequent earnings growth than companies that retain the majority of their earnings to fund future growth. However, a study of S&P 500 stocks going back to 1871 by Robert Arnott and Clifford Asness (Surprise! Higher Dividends = Higher Earnings Growth, Financial Analysts Journal, 2003) observed the exact opposite. The authors suggested that managers of companies with high payout ratios may have confidence in the stability and growth of their earnings and tend to be much more selective in their capital investments. For low or no payout ratio firms, managers may retain too much of their firm’s earnings because of a desire to build up empires and subsequently use their cash hoard in a wasteful fashion. The 20 stocks that made the AAII Journal’s First Cut are among those with the current highest payout ratios in the S&P 500 index. The seven-year average payout ratio provides a historical company perspective. While more than 80% of S&P 500 member companies pay a dividend, just 187 pay out at least 40% of their earnings as dividends. Since a high payout ratio can signal an inability to grow or maintain the dividend, we required the passing stocks to meet two additional criteria. First, the indicated dividend must be above the dividend paid for the most recently completed fiscal year. Secondly, the I/B/E/S consensus earnings estimate must signal earnings growth for the current fiscal year. Real estate investment trusts (REITs) were also excluded since they pay distributions instead of qualified dividends. Link to comment Share on other sites More sharing options...
drbubb Posted November 24, 2019 Author Report Share Posted November 24, 2019 FAVORED few Div stocks - from above Grp-1: ABBV, LVS, MO, PM, T : 1yr: Grp-2: IVZ, MMM, IBM, KSS : 1yr: ABBV: AbbVie: All : 3yr: 1yr: 10d/ $86.05 x 5.49% = $4.72 / PER: 39.6 ( $2.17: 218%) x LVS : Las Vegas Sands: All : 3yr: 1yr: 10d/ $61.30 x 5.02% = $3.08 / PER: 24.9 ( $2.46: 124%) x MO. : Altria Group: All : 3yr: 1yr: 10d/ $49.00 x 6.86%= $3.36 / PER: 52.3 ( $0.94: 357%) x PM. : Philip Morris: All : 3yr: 1yr: 10d/ $82.38 x 5.68%= $4.68 / PER: 17.2 ( $4.78: 97.9%) xT : AT&T : LOG : All : 3yr: 1yr: 10d/ $37.75 x 5.40%= $2.04 / PER: 16.9 ( $2.23: 91.5%)IVZ. : Invesco : LOG : All : 3yr: 1yr: 10d/ $17.33 x 7.16%= $1.24 / PER: 14.9 ( $1.16: 107%)MMM : 3M Co. : LOG : All : 3yr: 1yr: 10d/ $167.60 x 3.44%= $5.76 / PER: 19.9 ( $8.42: 68.4%)IBM. : Int’l Business Machines: All : 3yr: 1yr: 10d/ $134.34 x 4.82%= $6.48 / PER: 15.6 ( $8.61: 75.3%)KSS. : Kohl’s Corp: All : 3yr: 1yr: 10d/ $47.00 x 5.70%= $2.68 / PER: 10.8 ( $4.35: 61.6%) ==== Link to comment Share on other sites More sharing options...
drbubb Posted November 27, 2019 Author Report Share Posted November 27, 2019 Kohl's / KSS KSS ... 3yr /Last: $47.94 Maybe BUY Jan.$46 Call at $2.70 : B/e: $48.70 Link to comment Share on other sites More sharing options...
drbubb Posted December 4, 2019 Author Report Share Posted December 4, 2019 The "cheapest" two: Ave. Yield: 6.63% KSS / Kohl's Stores: $45.94, 5.83% yield + IVZ / Invesco: $16.69, 7.43% ... 5-yr: Ratio-2.75x Ratio-2.75x Link to comment Share on other sites More sharing options...
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