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+--- Thread: GS Predicts Huge Dividend Increases (/showthread.php?tid=1335)
GS Predicts Huge Dividend Increases - Kerim - 09-15-2015
So just read this article: Goldman Sachs Picks 10 Stocks Set for Huge Dividend Increases in 2016.
Not sure what their source is. I looked for another link because TheStreet's website is a f*ing disaster, but didn't find one quickly. To save you the headache, here is the list of companies, with GS's "2015-2016 Expected Dividend Growth":
Ford (F) – 20%
Johnson Controls Inc. (JCI) – 15%
Harley-Davidson Inc. (HOG) – 16%
Marathon Petroleum Corp. (MPC) – 16%
Host Hotels & Resorts Inc. (HST) – 30%
Regions Financial Corp. (RF) – 17%
Amgen Inc. (AMGN) – 19%
Cummins Inc. (CMI) – 18%
Pentair Plc (PNR) – 17%
Nielsen Holdings Nv (NLSN) – 48%
There is more information provided for each company, most of which seem to have pleasantly low payout ratios, which I assume is the basis for the optimistic predictions about big raises.
RE: GS Predicts Huge Dividend Increases - rapidacid - 09-15-2015
Thanks for the info. On first glance the predictions aren't all that bold since I only found one of those companies to have a 3 year average dividend increase of less than 20%
I only own CMI but I know they just bumped in July so by time July 2016 rolls around the prediction will likely be forgotten anyway
RE: GS Predicts Huge Dividend Increases - Roadmap2Retire - 09-15-2015
I just just one from this list - Amgen Inc (AMGN) - and if I remember correctly their prediction was for a 30% increase this year...the announcement is expected in Oct. So, 19% next year - as rapid put its - isnt exactly bold.
Still good to have an overview of who the high dividend growers are. Thx for sharing, Kerim.
RE: GS Predicts Huge Dividend Increases - Dividendsrule - 09-15-2015
Yep, always nice to read...Thanks for sharing. CMI is a holding of mine as well. Been looking at Amgen.
RE: GS Predicts Huge Dividend Increases - KenBob - 09-16-2015
Ford, Harley Davidson, Johnson Controls, Marathon, and Cummins appear to be benefiting from the low cost of oil. Marathon is helped, because this was the refining spin-off, so the low cost of oil helps their materials costs.
Considering the low cost of oil, I don't know how Pentair can grow rapidly in the near term, since they are a fluid equipment supplier. This would however be a good long term play, considering the equipment purchases that would be required as the price of oil rises.