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5 Dividend Stocks With A Low P/B Ratio

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A declining market is what value and dividend growth investors long for. There have been times in the past where I struggled to find stocks worthy of purchasing. In a down market, the challenge is to pick the best available stocks that will maximize my chances of future success. When looking for value priced stocks, the Price-To-Book (P/B) ratio is one that I like to focus on...

Five Dividend Paying Companies Rewarding Shareholders With A Raise

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I review the list of dividend increases every week, as part of an effort to monitor my holdings and review promising companies in action. I usually focus on the companies with a minimum ten years of annual dividend increases. I then narrow the list down to companies which are raising distributions by more than a token amount. After that, I review the trends in earnings, dividends/distributions, and decide whether a company is worth it for further research or not. Reasons for not recommending myself to do further research on a company also involves high valuations. This exercise is helpful for my monitoring process, since it provides me with the discipline to go out and do the monitoring work.

Over the past week, there were five of companies that met the above mentioned requirements and raised dividends last week. The companies, along with my commentary are listed below:

Op-Ed: 'Trump trade' is just a fake out. Here's what's really fueling stocks

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  • International stocks, healthcare stocks, tech stocks - these were all supposed to be the losers of the Trump era, not the winners.
  • Overseas, there are more than 25 major foreign stock markets that are up 10% or more, beating the S&P 500.
  • The real fuel for the US stock market - earnings growth - is the only story worth telling.

Sysco Corporation (SYY) Dividend Stock Analysis

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Linked here is a detailed quantitative analysis of Sysco Corporation (SYY). Below are some highlights from the above linked analysis:

Company Description: Sysco Corporation is a large distributor of food and related products, primarily to the foodservice or food-away-from-home industry...

Why Warren Buffett is betting on this software start-up

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  • Whether it's for a social mission or in the field of business, Keywell said Uptake's predictive analytics platform uses machine learning to give it a unique advantage.
  • After a company has started using the Uptake platform, the platform refines the insights it delivers over time as it compares its recommendations offered against what actions technicians in the field performed.

Warren Buffett's Berkshire is betting more on banks and airlines

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  • Warren Buffett's Berkshire Hathaway bought shares of Bank of New York Mellon and Southwest Airlines in the first quarter, according to an SEC filing Monday.
  • CNBC previously reported that Berkshire bought more than 70 million shares of Apple in January.
  • The filing shows all equity holdings for the conglomerate through the end of the first quarter, which Buffett is required to file with the SEC 45 days later.

MLB legend Alex Rodriguez says this baseball lesson helped him succeed in business

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  • "I was always thinking about life after baseball even before my rookie year," said Rodriguez, who signed two of the biggest contracts in baseball with the Texas Rangers and then the New York Yankees.
  • "I played for almost 23 years. I [also] loved business for a long time."
  • Looking to baseball for inspiration, Rodriguez recalled how he sought out the best players in the financial world to learn about business.

Buy and hold is dead. Long live buy and hold.

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  • The books all had a common theme, it was that savvy investors used a technique called "Buy and hold." What this meant was investors should scour the investment universe for anointed blue chip stocks, buy them at any price, and hold them forever.
  • You buy market leading companies, hold them, and throughout time your shares naturally appreciate.
  • Investors would buy, hold, and re-invest their dividends for years.

9 Stocks Delivering Good News With Higher Dividends

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A stock dividend, also known as a "scrip dividend", is a dividend payment made with stock instead of cash. Sometimes when companies are tight on cash, they will declare and pay a stock dividend in lieu of a cash dividend. Most shareholders feel like they are getting something. But are they really? In short, a stock dividend is nothing more than a glorified stock split. At the end of the process, the shareholder has more shares that are worth less. Like a stock split, you can not create value by issuing paper and getting nothing in exchange.

Warren Buffett says if you want steady reliable returns, this instrument 'makes the most sense'

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  • "The record shows that the unmanaged index fund is going to do quite well over time and active investment as a group can't beat it."
  • Most employer-run 401(k) retirement plans offer multiple mutual funds with different assets strategies, but Buffett warned against going with those options, saying "You'll do very well with an S&P index."
  • "Sure, some are going to have better than average just but the fact that if you flip a coin, some are going to call heads and some are going to call tails. And one or the other will be right at that time."

Pershing Square's Q1 Letter

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  • Bill Ackman is out with Pershing Square's first quarter 2017 letter.
  • Pershing returned -2.6% net in the first quarter of the year.
  • His Q1 letter provides updates on other stocks such as Mondelez, Air Products, Restaurant Brands, Chipotle, Fannie Mae/Freddie Mac, as well as Platform Specialty Products, Nomad Foods, and their short of Herbalife.

Graham & Doddsville Spring 2017 Issue: Begg, Sosin, Krishna

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  • Columbia Business School is out with its spring 2017 issue of Graham and Doddsville.
  • The new issue also includes student investment pitches such as long Yum China, long Alaska Airlines, long Corning, and long Dollarama.
  • For more of their past issues, we've also posted up their interview with Kingstown Capital as well as their interview with Meritage Group and MSD Capital.

Hedge Fund Links ~ 5/12/17

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Turbo Charge Your Portfolio With Reinvested Dividends

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It is well-documented that a significant portion of the historical equity returns are a result of reinvested dividends. In Triumph of the Optimists: 101 Years of Global Investment Returns (2002), the authors looked at equity returns from capital gains and dividends from 1900 to 2000. They determined that performance in any given year was driven by capital appreciation, but long-term returns were largely the result of reinvested dividends. Looking at 101 years of data in the U.S.

Why Magellan Midstream Partners Is The Best Dividend Growth Opportunity For 2017

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5
Average: 5 (2 votes)

Energy output has boomed across the country, and this little-known dividend stock could make investors a fortune.

New technologies have unlocked billions of barrels of oil and gas, even at prices that were once unthinkable. Traders betting the farm on drilling stocks over the past few months earned themselves overnight windfalls.

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