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[Rasec]

Ok, what do you see that I don't on BDX?

I don't know the business, just had a quick look at the numbers: Low yield, high payout ratio, ridiculous valuation, high debt... what did I miss?

[EricL]

(02-11-2016, 06:38 PM)Rasec Wrote: Ok, what do you see that I don't on BDX?

I don't know the business, just had a quick look at the numbers: Low yield, high payout ratio, ridiculous valuation, high debt... what did I miss?

It is trading for 16X 2016 estimates and has a payout ratio of 31% based on those earnings.

Has a 43-year streak of dividend increases, BBB+ credit rating. Generally grows at around 10% per year.

It isn't a high yielding stock, more growth than income. But a near 2% yield with a 10% growth rate gives some nice total returns over the years.

[EricL]

The third segment in the series was posted on Seeking Alpha this afternoon.

Dumpster Diving The 2016 Dividend Challengers

I'm long UNP and AMGN from the list, and of the others would probably be most interested in VTR and CSCO.

After the market correction, I was surprised at how few stocks are trading below fair value. There are 404 companies on the Challenger's list, and these are the best that I could come up with.

[divmenow]

(09-28-2015, 04:56 PM)kayboy Wrote:

(09-28-2015, 01:55 PM)Rasec Wrote: ohh boy, the market is taking another beating today



But funny enough no sales for MMM, JNJ, MO, KO, etc...


Seeing Amazon dropping 5% makes me dizzy...

...and INTC is in the green. I remember when INTC "missed mobile and was "dead money". My brokerage account sees it WAAAYY differently. Still holding my dead money.

Anyone follow NextEra Energy (NEE) This stock has been on a great run and pays a 3% yield. Its on my watch list but too high to buy now.

[Rasec]

Looking to nibble some utilities today (maybe DUK and SO) and maybe PEP as well but it look so painfully expensive :S

[divmenow]

(02-26-2016, 12:18 PM)Rasec Wrote: Looking to nibble some utilities today (maybe DUK and SO) and maybe PEP as well but it look so painfully expensive :S

I nibbled a bit on CLX and RAI today.

[Dividendsrule]

I would buy CLX around 90 per share, max. I would be careful about valuations.

[Rasec]

What are your thoughts on KR? Is it worth a buy on this huge dip?

[crimsonghost747]

(03-03-2016, 03:03 PM)Rasec Wrote: What are your thoughts on KR? Is it worth a buy on this huge dip?

Was it worth a buy last month when it was lower? Or was it maybe worth it during 2015 when it traded below the current price for the majority of the year? I have a feeling this popped in your radar due to the 7% decline today but that is more about bringing the stock down to a normal level rather than a "oh dear lord it's cheap I must buy" situation.

[crimsonghost747]

Very little to do with dividends right now but Trina Solar (TSL) is certainly looking lovely after that report. I'm surprised it ended up trading flat for the day.

[Rasec]

I'm looking to deploy some capital in the Tech sector, I have 3 candidates right now, I was basically deciding between 2 when a 3rd showed up with solid numbers:

Candidate 1
Dividend: 3.73%
PE: 13.8
FPE: 11.69
Debt/Equity: 0.4
Payout: 41.2%
Dividend 5‑Year Avg (%) 51.6%

Candidate 2
Dividend: 3.28%
PE: 13.54
FPE: 11.99
Debt/Equity: 0.37
Payout: 41.2%
Dividend 5‑Year Avg (%) 7.5%

Candidate 3
Dividend: 3.74%
PE: 16.99
FPE: 10.76
Debt/Equity: 0.36
Payout: 60.80%
Dividend 5‑Year Avg (%) 20.4%

Without knowing more than the metrics above, I'm inclined to go with 1 (half position) and 3 (1/3 position). However #2 looks really solid in the numbers, I'm just not too sure about the company's long term future.

What do you reckon?

[EricL]

CSCO, INTC, QCOM?

Of those three I'd probably go with CSCO right now. 

I think it has the most predictable path for future growth as its business isn't quite as volatile as the chip sector.