Value Investing News

32 best dividend stocks selected for 2012 based on valuation and earnings.

Who wouldn't like to earn a safe 15% on their original investment? Normally double-digit returns are the fodder of con artists or associated with extraordinarily risky investments. In either of these cases, the person is usually left holding despair in one hand and an empty wallet in the other. However, I have discovered that you can actually enjoy high yields with minimal risk...

Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers. Linked here is a detailed analysis and commentary.

Owens & Minor Inc. is a leading domestic distributor of medical and surgical supplies to the acute care market, a health care supply chain management company, and a direct-to-consumer (DTC) supplier of testing and monitoring supplies for diabetes. Linked here is a detailed analysis and commentary.

I have stated many times that my goal is to create an ever growing income stream from dividend growth stocks. Secondarily, it is my desire to beat the S&P 500 over time. With that said, I rarely look at the capital performance of individual stocks. What I do watch is the ability of the stocks I own to sustain their dividend growth.

“I skate to where the puck is going to be, not where it has been.” - Wayne Gretzky - I know very little about hockey, but I have always loved this quote. It can be applied to so many things in life, including investing. Just as Gretzky has a vision as to where the puck is going, investors need to have a similar vision, and not get caught up on short-sighted distractions.

Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers. Linked here is a detailed analysis and commentary.

Owens & Minor Inc. is a leading domestic distributor of medical and surgical supplies to the acute care market, a health care supply chain management company, and a direct-to-consumer (DTC) supplier of testing and monitoring supplies for diabetes. Linked here is a detailed analysis and commentary.

Dividend sustainability is paramount for the high-yield investor. Having a stock cut its dividend could potentially crush their income. A high-yield investor is less concerned about dividend growth than maintaining the current high-yield.

Cardinal Health, Inc. provides health care products and services primarily in the United States. The company is a member of the Dividend Achievers index and has raised dividends for 21 years in a row. The company last raised its dividend by 11% to 21.50 cents/share in May 2010.

In the past we have looked at the importance of a company’s ability to sustain its dividend. However, as an investor in dividend growth stocks, it is not enough to simply sustain the dividend – I want to own companies that are capable of sustained dividend growth. Needless to say, this is a little more difficult to evaluate, but here are few important things to consider…

Magic Formula Investing is a great way to find good investment sectors along with attractively priced stocks of high-quality companies.

In an economic downturn many investors turn to dividend stocks which are sometimes referred to as defensive stocks. These stocks offer sustainable dividends providing the investor with a minimum level of positive return, which helps buffer the downward pressure from the market. But what happens when the market turns up?

Impax Pharmaceuticals is a generic drug maker. While the company is a "Magic Formula mirage" due to the 8-week generic Flomax exclusivity period, it still is an attractive Magic Formula stock for a variety of reasons.

During what was a turbulent week in the markets, several companies expressed enough confidence in their long-term prospects to boost distributions.