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monthlyincome (< 20)

March 2012

Recs

3

Dividend Champions Trading At A Discount To Fair Value

March 30, 2012 – Comments (1) | RELATED TICKERS: CTAS , NC , HP

Companies that have increased their dividends every year for at least 25 years are classified as Dividend Champions. When you think about companies accomplishing this feat, you generally think of the large blue chip companies. However, there are small- to mid-cap companies on the Dividend Champions list. This will provide some mis-pricing of these stocks as they are still frequently overlooked by investors. I have identified four Dividend Champions with a bullish outlook that are under-priced based on their estimated fair value. These stocks should provide an opportunity for capital gains along with dividend growth. Here is a discussion of the stocks.  [more]

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1

Would Warren Buffett Buy These Stocks?

March 30, 2012 – Comments (0) | RELATED TICKERS: MA , TROW , LULU

I see no need to rehash the legendary performance of Warren Buffett and Berkshire Hathaway (BRK.B), since investors across the board have long heard about his long-term investment results and successes. What I want to do with this article is to discuss stocks that may be similar to what Buffett typically buys.  [more]

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1

Stocks With 10% Dividend Yields Owned By Leading Investors

March 27, 2012 – Comments (0) | RELATED TICKERS: CXS.DL , NLY , PMT

We all see the news about what stocks the big billionaire gurus are buying like Warren Buffett, Carl Icahn and others. Many investors follow these gurus hoping to piggyback on their stock picks. This is a strategy for a short to median trade, as these stocks see price increases as more investors jump on board. What about high dividend stocks? A select group of gurus own stocks with dividend yield above 10%. This is a confirmation that these 10% yielders are worth a look for income investors. Here is a list of stocks to consider for high yield dividends.  [more]

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2

A Recent IPO with an 8.6% Dividend Yield

March 27, 2012 – Comments (0) | RELATED TICKERS: RNDY , MO , PM

Roundy’s Supermarkets (RNDY) is a strong regional food retailer with a local market merchandising strategy that provides high quality food products at competitive prices.  The company was founded in 1872 in Milwaukee and operates 159 retail grocery stores and 97 pharmacies under the Pick ‘n Save, Rainbow, Copps, Metro Market, and Mariano’s Fresh Market retail banners.  The company went public in February 2012 and has a market capitalization of $454 million.  Roundy’s generated $150 million of operating income on $3.8 billion of revenue in 2011.    [more]

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1

Monthly Dividend CEFs Selling At A Discount With Positive YTD Price Performance

March 23, 2012 – Comments (0) | RELATED TICKERS: ETG , AWP , CHW

Dividend investors seeking monthly distributions should look at closed-end funds (CEF) to achieve income objectives. CEFs can trade at a discount to the net asset value (NAV) which means there is a potential capital gain if the CEF price moves up to the NAV. I have identified a list of CEFs that have price momentum throughout 2012 that are still selling at a discount. These CEFs all have distribution yields greater than 8%. Here is a list for further evaluation.  [more]

Recs

2

A-Rated Dividend Stocks With High Earnings Yield

March 22, 2012 – Comments (0) | RELATED TICKERS: CAT , CMI , DOV

As high yield stocks have seen their dividend yields decrease due to investor hunt for income, one alternative is to look for high quality stocks with high earnings yields. The earnings yield is the PE reversed as the earnings divided by the price. The traditional use is to create a stock metric to compare against bond yields on an apples-to-apples basis. With the 10-year bond yielding 2%, most stocks have an earnings yield greater than the bond yield. One alternative to current overpriced high yield stocks is to invest in stocks with a high earnings yield that pays an increasing dividend over time. The following list identifies stocks with an S&P A-rating, high earnings yield among this population and a growing dividend payment.  [more]

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1

Stocks With A Bullish Outlook That Have Increased Their Dividend Payout

March 21, 2012 – Comments (0) | RELATED TICKERS: AMAT , DE , CY

As the earnings season continues, many companies are increasing their dividends. While the dividend increase is positive for stocks, it doesn't indicate that the stock outlook is bullish. For income investors seeking to implement new dividend positions, they should consider if the outlook for the stock is positive so they don't fall into a bear trap. The equity summary score is a consensus ranking among all analyst ratings of the stock. A bullish outlook from the equity summary score is 7.0 or better on a 10 point system. The following list provides stocks that have increased their dividends recently and have a bullish outlook determined by their equity summary score.  [more]

Recs

1

Stocks To Make Money On Lower Natural Gas Prices

March 20, 2012 – Comments (0) | RELATED TICKERS: APA , GM , MOS

Natural gas prices are at a 10-year low as the supply outpaces the demand for this product. There is no anticipated change in the supply demand equation in 2012. The best way to play low natural gas prices is through new uses for the gas such as compressed natural gas used for transportation and increased profits by companies that use natural gas in their production process such as chemical and fertilizer producers. Here are some ideas with companies that will benefit from low natural gas prices.  [more]

Recs

2

Healthcare Stocks For Growth And Income

March 19, 2012 – Comments (0) | RELATED TICKERS: AMGN , UNH , ABT

Investors looking for growth and income should look at healthcare stocks. This sector has experienced a stabilization of profits over the past year. The healthcare sector had an EPS growth last quarter of 27% compared to a year ago quarter. The aging demographics are a positive, as healthcare usage increases with age. This results in an increase in spending for healthcare services and pharmaceuticals. There is uncertainty related to healthcare reform and deficient reduction. The patent expiration of blockbuster drugs is likely to increase merger and acquisition activity. The healthcare sector had dividend growth of 43% last year versus a year earlier. There are several stocks that are looking very bullish for growth and income in the coming years. Here is a list of healthcare stocks worth further evaluation  [more]

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1

Small Cap Stocks For Growth

March 16, 2012 – Comments (0) | RELATED TICKERS: NGLS , TRGP , CYT

After a 12% rally to start the year, the Russell 2000 traded sideways throughout most of February, and has faded in March. We continue to be constructive on small caps for 2012. Our year-end 2012 Russell 2000 target, put in place on January 3, remains 850 for a 15% annual return, which is a good year by historical standards for the small-cap benchmark. Investors with money still on the sideline may take on more risk as the economic data continues to improve through 2012. Stock selection in small caps may be more important than sector selection today. Here is a list of small caps ideas for the remainder of 2012.  [more]

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1

ETFs For High Yield Investing Across Asset Classes

March 15, 2012 – Comments (0) | RELATED TICKERS: AMLP , PCEF , PGX

Investors seeking income through ETFs have a difficult time determining where to invest for yield. I like to look at ETF investments from an asset class perspective. This allows investors to identify where to find high yields comparable across different market sectors. I have identified five different investments by asset class, each with a high dividend yield. These assets include: closed end funds, preferred stocks, master limited partnerships, corporate bonds and utilities. Using the Ned Davis Research rating, look to purchase an ETF rated 4 or 5 from the list below. All 3 rated ETFS are considered holds if you already own them. Here is the list of ETFs for consideration.  [more]

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0

Undervalued Small-Cap Stocks With High-Dividend Yields

March 12, 2012 – Comments (0) | RELATED TICKERS: ARKR , UNTD , INTX

Most income investors look for dividends from the large-cap, blue-chip stocks. However, there are some small-cap stocks that pay high yields despite their market size. Since these small caps are frequently overlooked, some are trading at a discount to fair value. These small-cap stocks provide a potential for three positive income gains: current high dividend yield, price appreciation due to being undervalued; and potential for a dividend increase as they increase sales and profits in the future. Here is a list of high-yield small caps trading at a discount to fair value.  [more]

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0

Main Street Capital (MAIN) Increases Monthly Dividend 7.7%

March 12, 2012 – Comments (0) | RELATED TICKERS: MAIN

Main Street Capital Corporation (MAIN) announced that its Board of Directors declared monthly dividends of $0.14 per share for each of April, May and June 2012. These monthly dividends, which will be payable pursuant to the table below, equal a total of $0.42 per share for the second quarter of 2012. The second quarter 2012 dividends represent a 7.7% increase from the dividends declared for the second quarter of 2011 and a 3.7% increase compared to the first quarter of 2012. Including the dividends declared for the second quarter of 2012, Main Street will have paid $7.14 per share in cumulative dividends since its October 2007 initial public offering.  [more]

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1

Stocks with Dividend Yields Above 10%

March 09, 2012 – Comments (0) | RELATED TICKERS: PZN , CXS.DL , NYMT

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1

High Yielding CEFs With Strong Financials To Sustain Dividends

March 09, 2012 – Comments (0) | RELATED TICKERS: EVT , PSF , HYV

CEFs are the chosen investment for current high yield income. These investments were created to provide income to investors wanting high yield distributions without the time to wait for dividends to grow over time. One important aspect to consider when evaluating CEFs is the financial strength. The high yield distributions can only be sustained when the CEF is generating excess income to support the distributions. Here is a list of CEFs with strong financials defined as having excess income following expenses and distributions.  [more]

Recs

2

Stocks For Super-Compounding Your Dividends In The Future

March 08, 2012 – Comments (0) | RELATED TICKERS: MO , CVS , AHGP

The best method to generate wealth in the stock market is to compound your money over long periods of time. One way to accomplish this objective is to buy stocks that continue to grow their dividends each year to compound the dividend yield on cost. Over time, the yield on cost will grow each time the stock increases its dividend. For example, you may buy a stock yielding 2% today, but in 10 years following annual dividend increases its yield on cost may be 10%. This is the way to super-compound dividends over time.  [more]

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0

Best Retail Brands In The U.S. - Buy, Sell Or Hold?

March 07, 2012 – Comments (0) | RELATED TICKERS: WMT , CVS , COH

Brand plays an important role in the shopping decisions made each day by consumers. It is the brand that creates value for a company that is translated into financial profit. A brand touches and benefits its organization from attracting and retaining talent to delivering on customer expectation. The parts come together so that forecast financial performance project economic profits that are multiplied by the Role of Brand to reveal branded earnings. These branded earnings are discounted back to a present value, based on the Brand Strength, and totaled to arrive at a Brand Value. The results are published by Interbrand in the "Best Retail Brands 2012." Using the brand information from this report, I have evaluated the stock valuation of each company to determine if their stock is a buy, hold or sell. This is how the top brands measure up in terms of their stock valuations.  [more]

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0

Finding High Yield In Energy Partnerships

March 07, 2012 – Comments (0) | RELATED TICKERS: CMLP , ETP , BPL

One of the best places for investors to find high yield stocks is in the energy sector. While many energy investments are based on the price of the commodity itself, the energy pipelines are different. What's notable about these investments is that their success is tied to demand as opposed to the underlying price of the given commodity, so they experience much less volatility than, say, oil prices, which makes their cash distribution payments more reliable.   [more]

Recs

0

The 5 Best Stocks To Play Liquefied Natural Gas

March 05, 2012 – Comments (0) | RELATED TICKERS: NGL , CQP , LNG

The fundamental outlook for natural gas liquids remains a win, win, win situation for all players involved including E&Ps, MLPs and Petrochemicals. The key underlying fundamental driver is a low natural gas to crude oil price environment. As long as gas prices stay low relative to oil, producer economics will benefit from the uplift provided by NGLs and petrochemical companies will be incented to maximize the use of ethane and propane given their attractive margins relative to alternative oil-based stocks. We continue to believe the NGL growth story is intact and will be a dominant trend impacting MLPs over the course of the decade. MLPs will be presented with numerous opportunities to invest in the infrastructure required to connect growing supply and growing demand. Here are the stocks with the most exposure to NGLs.  [more]

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1

Best Solid-Yielding Stocks In The Banking Sector

March 03, 2012 – Comments (0) | RELATED TICKERS: NYCB , BKU , FFBC

The larger regional banks are showing signs of growing loan demand in their quarterly results, pointing to an improving U.S. economy. While consumer and industrial lending have been bright spots for U.S. regional banks, demand for new mortgages has remained relatively lackluster. Recently, larger U.S. regional banks like SunTrust Banks (STI), PNC Financial (PNC) and US Bancorp (USB) showed loan growth and improving credit quality in their quarterly earnings reports. The regional bank stocks are looking like great opportunities for investors seeking high-yield stocks. Here is a discussion of potential high yield buys in the banking sector.  [more]

Recs

2

Get a Special Dividend of $10.50 (28% Yield)

March 02, 2012 – Comments (0)

This stock is offering a special dividend of $10.50 which is a 28% yield on current trading price.

Recs

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3 Dividend Stocks Added To Conviction Buy List

March 02, 2012 – Comments (0) | RELATED TICKERS: BX , WMB , MAR

Goldman Sachs has added 3 dividend stocks to its conviction buy list. The conviction buy list is a listing of stocks the investment bank's research team expects to outperform. Goldman's Sachs' regional Conviction Buy and Sell lists represent investment recommendations focused on either the size of the potential return or the likelihood of the realization of the return. Here is a discussion of the 3 dividend stocks added to the buy list.  [more]

Recs

1

Buy These Utilities Following An Industry Pullback

March 01, 2012 – Comments (0) | RELATED TICKERS: AEP , ED , AVA

Utility stocks have retraced from the great price gains in 2011. Year to date through February 17, the S&P Utilities Index fell 3.2%, versus an 8.2% gain for the S&P 500. In 2011, this sector index was up 14.8%, versus a flat showing for the 500. There are four sub-industry indices in this sector, with Electric Utilities being the largest at 53.7% of the sector's market value. With only modest improvement expected in the housing and power markets for 2012, the sector's EPS outlook is below average. However, I expect the sector's high dividend yield (recently at 4.2%) to at least be maintained, if not rise slightly, and the electric utility revenues and gas utility gross margins will increase. Investors should focus on highly rated utilities that have pulled back from the 2011 price run up. Here is a starting list of potential stocks worth consideration.  [more]

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The Case For Target As A Long-Term Buy

March 01, 2012 – Comments (0) | RELATED TICKERS: TGT

Target Corporation's (TGT) operations include general merchandising and food discount stores and a fully integrated online business. Target also offers credit to qualified applicants through its branded proprietary credit cards. TGT is trading at $55 with a market capitalization of $37 billion. TGT has a current dividend yield of 2.2% that is projected to grow at a 12% compound annual growth rate in the future. Looking forward, TGT will have a 6.7% dividend yield on current costs in 10 years.  [more]

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