Results 551–600 of 622 found.
Bemis Co Inc - Attractive Value, Yield and Growth
Bemis Co Inc (BMS) has achieved a moderate record of long-term earnings growth in a semi-cyclical fashion. However, even though earnings growth had faltered slightly during our last two recessions, the company remained highly profitable. We believe the company appears reasonably valued at its current quotation. This article looks at Bemis Co Inc, a Dividend Champion, through the lens of the F.A.S.T. Graphs Fundamentals Analyzer Software Tool. Since a picture is worth a thousand words, the reader will be provided the essential fundamentals at a glance expressed vividly in pictures.
The US Economy Sitting On The Threshold Of A New Golden Age: Part One
In the past, Ive written numerous articles positing a long-term optimistic outlook for both our economy and the attractive future growth prospects of our great American businesses. Even though I hate to forecast the market in general, I have even presented evidence indicating that the general market as represented by the S&P 500 is currently reasonably priced and even slightly undervalued. My most recent contribution can be found here.
Five Tech Stocks with the Added Benefit of Dividends
Here are five technology-oriented companies that are currently trading at a price earnings ratio that implies that the stocks are attractively valued. Each of these five companies currently offers a dividend yield that is above-average as represented by the S&P 500.
Energize The Growth Component Of Your Portfolio With Chicago Bridge & Iron Co
Chicago Bridge & Iron Co (CBI) potentially offers high growth at a very reasonable price. Although the company does exhibit the occasional bout of cyclicality, long-term earnings growth has averaged over 16% per annum. Consequently, long-term buy and hold shareholders have earned returns that have exceeded the market by a large margin. Some of the best advances are achieved coming out of weak periods as earnings explode off of cyclical lows.
Reynolds American Inc. - Reasonably Priced with a High Yield
Even though Reynolds American Inc. (RAI) has risen substantially off of its lows in 2009, the company looks reasonably valued at todays quotations. Therefore, the dividend growth investor looking for above-average dividend yield with moderate growth might want to look closer. The company claims to be transforming the tobacco industry, and maybe it can transform your income portfolio as well.
On Their 30th Anniversary - Get Your Dividend Portfolio Rolling with Norfolk Southern Corp.
Like most railroads, concerns regarding the coal industry have driven Norfolk Southern Corp.s share price to one of its lowest levels since 1998. Nevertheless, strength in other areas of their business seems to support continued confidence in long-term earnings growth. Therefore, current weakness in the share price may represent an excellent long-term opportunity.
My Best Investment Advice - Watch Your Fellow Investors And Do The Opposite
In my opinion, the recent selloff in stocks defies commonsense and logic, but in truth and fact it usually does. In other words, its not uncommon to see investors selling at precisely the time they should be buying and vice versa. Moreover, when investor pessimism is at a high, like it is today, stocks become cheap causing people to panic and sell. Now when I review the data, I get optimistic and immediately began to suspect that all this pessimism is creating a great long-term opportunity for investors with a more optimistic view of the future.
McGraw-Hill It Provides A Lot of Information, So Let The Pictures Do The Talking!
McGraw-Hill Companies (MHP) looks like a good addition for the dividend growth investor. The market has historically applied a premium valuation to this company. Its historically above-average earnings growth had pushed the company to trade at premium, until recently.At its current valuation, McGraw-Hill sits at a fair valuation.Therefore, we believe today's price represents a sound valuation given McGraw-Hills quality and consistency.
Sysco - Building A Case For A Return To Growth
Sysco Corp is an extremely high quality powerful franchise that is positioning itself for long-term future growth. Currently, the company controls about 17 % of the $225 billion North American food service distribution market. Since this industry is currently experiencing stress, it seems only logical that Sysco is best positioned among its peers to survive and prosper. On the other hand, many of its smaller local and regional competitors may not.
Supply Your Portfolio With Healthy Growth From Medical Suppliers
With baby boomers being one of the biggest population bubbles, medical suppliers can be a healthy addition to a portfolio. Here are five medical supply companies that are trading below their normal historical PE ratios and inline or slightly below their estimated growth rates. Consequently, they represent an opportunity for above-average growth and yield.
Caterpillars Earnings Look Like And Act Like A Caterpillar; Moving Slowly But Steady
This article looks at Caterpillar Inc, a Dividend Contender, through the lens of the F.A.S.T. Graphs Fundamentals Analyzer Software Tool. Since a picture is worth a thousand words, the reader will be provided the essential fundamentals at a glance expressed vividly in pictures. In order to provide you the opportunity to research this company deeper and faster we are providing a link to a live, fully functioning earnings and price correlated set of graphs.
General Mills: Food for Thought!
General Mills has an impressive dividend yield for the income investor. Its estimated earnings growth is on the mark at about 7.2% and would make a nice contribution to an income portfolio. This article looks at General Mills Inc (GIS), a Dividend Challenger, through the lens of the F.A.S.T. Graphs Fundamentals Analyzer Software Tool. Since a picture is worth a thousand words, the reader will be provided the essential fundamentals at a glance expressed vividly in pictures.
Blue-Chip Dividend Growth Stocks Todays Strong Option For Retirement Portfolios - Part 1
There is a confluence of factors that are painting a very odd picture of current investor behavior. Common sense and a careful analysis of the market dynamics between equities and bonds today would indicate that investors should be acting in the exact opposite manner than they are. Interest rates are hovering at a 100-year low, which creates two problems for investors. First, there is not enough return from bonds to fund a retirees income needs or to fight inflation. Second, investing in bonds with interest rates so low makes it riskier to own bonds today than it has been in over a century.
Repair Your Dividend Portfolios With Genuine Parts
Genuine Parts Co (GPC) has over 80 years of distribution expertise in replacement parts for automotives and industrial parts, as well as office and electrical materials. It appears to be a company poised for continued earnings and dividend growth. The company is a Dividend Champion with 25 years of raising its dividend. The strong dividend yield should attract a conservative investor looking for income and steady growth.
Gilead Sciences Inc Strong Growth At An Unreasonably Low Price
Gilead Sciences Inc (GILD) is an innovative healthcare company with a strong record of historical earnings growth and expectations for above-average growth into the future. Nevertheless, Mr. Market seems unwilling to recognize the past and future earnings power of this niche pharmaceutical growth stock. Consequently, the company trades at a single digit PE ratio that we believe significantly undervalues both the companys past and future potential. Therefore, investors seeking high growth at a reasonable level of risk might want to look further into this undervalued growth opportunity.
Blue-Chip Dividend Growth Stocks Todays Strong Option For Retirement Portfolios - Part 1
There are many pundits and prognosticators that never weary of attempting to convince investors on how risky it is to invest in equities, even high-quality dividend blue-chip paying equities. Invariably, they will always point to volatility as the evidence supporting their thesis that stocks are too risky of an investment for retirees. I believe this is a great travesty that is prominently promogulated upon an unwary investing public. The inevitable interruptions in the business cycle have conditioned people into believing that stocks are riskier than they really are, at least in my opinion.
Five Conservative Utilities From The Wild And Wooly West
Utility stocks have historically been known as conservative investments with above-average dividend yields. Therefore, investors seeking income from equities within a reasonable level of risk may find opportunities within the utility sector. However, the reader should note that the dividend records from utility stocks can be somewhat spotty and therefore, moderately unpredictable. Consequently investors seeking a growing dividend income stream may want to look elsewhere in spite of the above-average yield these companies offer.
Keep Your Portfolio Rolling Along With Canadian National Railway
We believe at its current quotation CNI offers dividend growth investors an above-average total return at below levels of risk. Although the company only offers a market average dividend rate, we would expect its dividend to grow commensurate with its above-average expected earnings growth. We consider this a high quality dividend growth stock that is ideally suited for the long-term buy and hold conservative investor. As always, we recommend you conduct your own thorough due diligence.
Cummins Inc: Gear Up Your Dividend Portfolio For Strong Growth With A Dividend Kicker
The recent pull-back in Cummins' stock price has created an excellent opportunity for prudent investors seeking growth and income an opportunity to achieve above-average long-term results. The company has little debt on their balance sheet, the potential for strong growth and a recent history of increasing their dividend consistent with their earnings growth. A quick glance at their historical earnings and price correlated graph show that anytime the company could be purchased at a PE ratio below 14, like it is today, represents an excellent long-term buying opportunity.
McDonald's Back In Value, Above Average Growth And Yield
McDonald's represents an excellent choice for the prudent dividend growth investor seeking both capital appreciation, and above-average current yield and the opportunity to grow both in the future. With its recent pull-back, McDonald's is priced at the upper end of our valuation corridor. Therefore, although the company is not cheap, we do consider it a sound long-term investment at these levels. Furthermore, we would suggest that if the stock continued to drop from these levels, the prudent investor could use the lower price as an opportunity to average down their cost basis.
Five Consumer Staples For A Hearty Portfolio With Yield
The old adage that people got to eat apply to the five consumer staple companies covered in this report. From the farm to the table these companies provide sustenance to a hungry world. Therefore, we believe that conservative investors that are craving the opportunity for growth and income might want to look closer at these five consumer staples. Each appears to be reasonably priced, and the group provides various combinations of growth and yield.
Speed Up Your Portfolio Performance With Comcast
Comcast has been a very consistent growth stock since 2004. However, as we previously stated, overvaluation kept shareholders from earning the returns that Comcasts excellent operating achievements deserved. However, valuation became aligned with earnings in late 2008, and the company instituted a dividend in calendar year 2008. Today the combination of above-average past and expected future growth with an above market and potentially growing yield, position the company for attractive future returns.
Use Snail Mail to Place Your FedEx Order
After suffering from shrinking earnings during the great recession, FedEx (FDX) appears on track to once again deliver the goods profitably. However, the market seems to have already recognized the current opportunity and pushed valuation to the outer limits of fair value. Therefore, FedEx may be an investment that requires patience. Aggressive investors could take a position here, but more conservative investors may want to wait for a more attractive entry point.
Baidu Inc: High Priced or Valued to Buy?
Baidu Inc is most commonly referred to as the Chinese version of Google. On the one hand, the stock is cheap relative to expected growth. While on the other hand, its current valuation is more than twice the average company. Therefore, we believe that although the company appears attractively valued based on earnings growth, it should be recognized that it is only appropriate for the aggressive investor seeking maximum capital appreciation. Furthermore, there are additional risks that the discerning investor should consider before investing in Baidu Inc.
Southern Co: A Solid Dividend Choice Worth Waiting For
We believe that Southern Company represents an extremely high-quality option for the investors seeking a high level of current income with an opportunity to grow moderately. However, we believe the current valuation is a little extended. Although Southern Co's current stock price is currently within our corridor of value, it is at the high end. Therefore, we would be more comfortable in recommending Southern Company if the PE ratio were a couple of points lower. On the other hand, Southern Company is an extremely high-quality and stable utility that may be worth waiting for.
Five Healthy Dividend Growth Stocks to Cure What Ails Your Portfolio
These 5 above-average growing opportunities in the healthcare sector provide dividend growth investors potential alternatives to the traditional large-cap pharmaceuticals. This is a high quality group of healthcare companies that possess above-average growth potential plus an above-average dividend yield that is expected to grow at above-average future rates. Consequently, we believe these candidates offer the total package. Each of these nontraditional healthcare opportunities are attractively valued, provide an attractive dividend, and the opportunity for above-average total return.
Newsflash: The Dividend Aristocrats Found The Lost Decade
Volatility can only hurt you if you react to it. And you should not react to it unless there is a real fundamental deterioration with the fundamentals of the businesses you own. If fundamentals are strong and price falls, then buy more if you can, or hold if you cant buy more. The very best companies can remain profitable even during our most severe economic challenges. Consequently, when you can find these companies on sale, regardless of what caused it, I believe you should consider optimistically investing in them. It sure beats taking losses that you dont need to absorb.
Yes, They Do: Low Interest Rates Do Make Stocks Cheap
Im inspired to write this article because I am so frustrated by the plethora of all the so-called expert market prognosticators that continuously bombard the public with negative forecasts. I consider this to be both erroneous and irrational. When the markets are doing well, we are immediately inundated with articles talking about how the market has surely topped and a big drop is imminent. The real truth of the matter is that nobody really knows. Not the Fed, nor any of the so-called experts. Pessimism is pervasive, but optimism is, in fact, more accurate and rational in my opinion.
Maybe Diversification Is Not All It's Cracked Up To Be
As I began digging into the many faces of diversification, I quickly learned that it is a much more complex concept than at first meets the eye. I feel I learned that there is no one-size-fits-all or even a set of universally applicable rules or principles. To a great extent, diversification turns out to be a very personal issue. How much or how little depends more on your goals and objectives, the knowledge and experience you possess, the time you can allocate to your investment portfolio, and of course, your tolerance for risk. Some of us need a great deal of diversification.
Volatility Is Not Risk
Rogers blog dealt with his feelings about a recurring theme in Barrons over the weekend referencing peoples complacency for risk. The first part of his writing dealt with the risks associated with the utilization of puts. On this subject, Roger and I are in agreement. However, the second part of his blog talked about what he felt was the great risk of using dividend paying equities as an alternative investment choice. The following analysis utilizing the F.A.S.T. Graphs earnings and price correlated research tool illuminates the important parts that I feel Roger left out.
Cullen/Frost Bankers Inc.: A Financial Institution Investors Can Bank On
We believe Cullen/Frost Bankers Inc. represents an excellent opportunity for investors seeking a well-managed financial with an above-average dividend yield and excellent track record based on conservative and prudent business practices. The fact that this financial has strung together 18 years of dividend increases through the financial services industrys most difficult times is a testament to the quality and management of this banking institution. Therefore, investors seeking an attractive and growing dividend yield might want to consider a position in Cullen/Frost Bankers Inc.
Carlisle Companies Inc.: Accelerated Earnings Potential and a Growing Dividend
Carlisle Companies Inc. appears to be poised for accelerated earnings and dividend growth. Even though this company offers a below-market current yield, it is a Dividend Champion with 25 years of raising their dividend. On the other hand, the accelerated expected earnings growth should lead to a rapidly increasing future growth yield that could reward shareholders that are more concerned with future income than current. Investors seeking above-average capital appreciation, coupled with a dividend that could grow at above market rates might want to look deeper into Carlisle Companies Inc.
If You Think All Utility Stocks Are The Same - Think Again
Utility stocks, especially regulated utility stocks share certain characteristics that differentiate them from the typical dividend growth stock. On the plus side, utilities are thought of as predictable stocks with low volatility characteristics. Utility stocks also tend to provide a higher current yield than many dividend growth stocks. On the other hand, all of this consistency comes at a sacrifice of growth. Since the typical utility has a significant portion of their businesses regulated, their ability to grow earnings and dividends is restricted.
CACI - Growth at a Ridiculously Low Price
We believe that CACI it is extremely high-quality Defense Company with a niche that is currently being unfairly discounted by Mr. Market. The company possesses a predictable and consistent opportunity for continued double-digit earnings growth that is significantly in excess of the average company. Nevertheless, it can currently be purchased at a significant discount to the average company. This company pays no dividends; it is purely an opportunity for growth that can currently be purchased at a significant discount to its True Worth.
Five Undervalued Dividend Paying Retailers
We believe the retail sector is currently a mixed bag where some of the best names are currently too pricey to buy. Retailers such as Costco (COST), Ross Stores (ROST) and T.J. Maxx (TJX) have seen their share prices skyrocket over the last year or so. On the other hand, not all leading retailers have followed suit even when their operating results have been comparable. We have identified five well-known and even leading retailers that offer attractive valuation, good dividend yields and the opportunity for double-digit total returns over the next five years.
Apple Does Not Need its Cash to Grow as Much as its Shareholders Need it to Spend
The debate surrounding active versus passive investment management continues to attract a growing share of investor interest. After several years of underperformance, active managers are finally outperforming their benchmarks YTD, but it may be too late. Investors, frustrated with the underperformance and higher fees, are piling en masse into exchange-traded funds (ETFs) and other low cost solutions. The time for an all-passive solution may not be right now, but active managers are undoubtedly concerned about what the future may hold.
The Truth About Earnings and How They Drive Stock Values and Shareholder Returns
I wanted to clearly establish the importance of a comprehensive fundamental analysis before an investment decision is made. However, determining fair value from the perspective of the right market price to pay to buy a stock is a function of applying the appropriate PE ratio to reported earnings, and the recognition that, long-term rates of return are going to be a function of the companys earnings. Finally, my objective was to provide, conclusive and undeniable evidence that this theory actually works under real-world conditions. Fair market value is clearly a function of earnings.
Investors In Common Stocks Must Get Valuation Right; Heres How
Investors should be careful and willing to always run the numbers out to their logical conclusions. But, it all starts with knowing what you are buying (investing in) in the first place. True investors, like Peter Lynch, and many of the other renowned investing greats such as Phil Fischer, Warren Buffett, etc., all invest as owners in businesses with a focus on the strength of the business behind the stocks they buy. Therefore, these investor greats are always buying the earnings power of the respective businesses they are investing in, relative to their goals and objectives.
Oracle Is Too Cheap To Ignore Any Longer
We believe that Oracle Corp. is just one of many technology titans that we believe the market is mispricing. Furthermore, we believe part of that stems from the general pessimism that has created the so-called flight to safety get out of equities. Pessimism thrives on uncertainty; and one of the main attributes of technology is uncertainty. We believe that investors seeking maximum capital appreciation at reasonable levels of risk might do well to take a hard look at not only Oracle, but the technology sector in general.
Nike (NKE): Just Do It - Sell
A close examination of the earnings and price correlated graphs, coupled with the historic valuations that the market has applied to Nike shares, it becomes clear and obvious that Nike shares are overpriced today. Even with its high expected future earnings growth, the headwind of such overvaluation seems likely to make it extremely difficult to achieve any acceptable long-term rate of return. On the other hand, its also obvious that the market has decided to price Nike at todays rich valuation, and therefore, its at least possible that it can continue to do so.
Fastenal (FAST): A Vivid Case of Overvaluation
We believe that the Fastenal Company is an extremely high-quality stock with a very bright future. Nevertheless, we feel that the current valuation the market is placing on their shares is not only higher than their fundamentals justify, but also seem excessive in light of the valuations that the market is generally applying to other businesses. Consequently, we believe that shareholders would be prudent to either sell their shares or at least take some of their profits off the table. The stock has had a great run over the last three years but valuation now appears to be excessive.
Has McDonalds Become Too Pricey To Buy or Hold?
There are two primary reasons for writing this particular article at this particular time. First of all, weve seen a running debate regarding whether McDonalds (MCD) is fairly valued or overvalued at todays valuation levels. Second, weve been challenged to write articles that were depicting full value or overvaluation because we have typically only written articles on undervalued selections. We believe that because McDonalds had such a strong run in calendar year 2011, that many people believe that it now must be overvalued after rising so much.
Becton Dickinson- A Healthy Dividend Growth Stock On Sale
Becton Dickinson & Co. is a blue-chip dividend growth stock that is on sale. Becton Dickinson is also a Dividend Aristocrat and Dividend Champion, that Value Line Investment Survey has awarded high scores for financial strength, price stability, earnings predictability and price growth persistence and a low beta of .65. The company has shown great persistence and strength through the last two recessions, and we believe that estimates for future growth are well reasoned and well defined.
Net1 UEPS Technologies (UEPS) Rises Over 30 Percent Rewarding Undervaluation
Primary reason this is happening is because the market was grossly undervaluing this company shares. Consequently, a piece of good news stimulated an incredible 30% advance in one single trading day. Common sense would tell us that the intrinsic value of a business, even a small business like Net1 UEPS Technologies, could not logically change by a magnitude of over 30% that quickly. Unless of course, it was through a merger, that increased the size and the value of the business by that much. The win of a contract would be unlikely to have such an impact.
The Top 25 Best Dividend Challengers To Buy Today
This is the third and final article of a series of articles we have prepared on dividend paying stocks with a history and legacy of increasing their dividends each year. Our first article covered Dividend Champions, dividend paying stocks with a history of increasing every year for 25 years. Our second article covered Contenders, companies that have increased their dividend every year for 10-24 years. This final article in the series will cover Challengers, companies that increased their dividend every year for a minimum of five, to up to nine consecutive years.
42 Dividend Contenders for Above-Average Total Return
With interest rates hovering near all-time lows, investors needing income are faced with very limited choices. The traditional high yield available from bonds and other fixed income vehicles are no longer available to meet the needs of retirees needing income to live off. Moreover, it is almost a certainty that todays low yields are not adequate enough to fight inflation. Consequently, there is a growing investor interest in dividend paying common stocks, especially those that have a long record of increasing their dividend every year.
Wal-Mart - The Worlds Greatest Retailer, After a Long Hiatus, is a Solid Buy
We are going to start the new year off by looking at Wal-Mart which we believe is a blue-chip growth and dividend income selection that can be purchased at a sound and attractive valuation. We believe it is currently fairly valued. Therefore, it represents a very attractive candidate for the long-term investor interested in above-average capital appreciation, with an attractive dividend yield that is greater than the 10-year Treasury bond yield and potentially growing at double-digit rates.The company represents an ideal long-term buy-and-hold investment for the prudent fundamental investor.
Dividend Champions a Rare Undervalued Opportunity
We believe that based on earnings, 2012 is starting out with the stock market undervalued. We believe in the long-term ownership of great businesses purchased at sound and attractive valuations. Consequently, we view the stock market as merely the store that we shop at in order to buy the businesses we want to own.
Americas Best Companies are Cheap - So Merry Christmas and a Prosperous New Year!
Investors have been fleeing US equities at unprecedented levels. Yet, I believe there is compelling evidence that suggests that this may be the best opportunity to invest in high-quality U.S. common stocks that we have seen in many years. The list of 100 stocks presented in this article represents only a sampling of the many companies that are selling at valuations which are lower than their fundamentals justify. The only logical reason that I can come up with for this, is extreme pessimism.
Growth and Value: Esterline Technologies - a Leading Defense Contractor
With the amount of volatility seen in the equity markets today, many people seem to believe that the old proven practices of investing in solid businesses for the long run no longer apply. But its important to remember that there is a significant distinction between true investing and speculating. And its even more important to recognize that the level of risk taken by speculators is significantly greater than the amount of risk assumed by investors.
Results 551–600 of 622 found.