Tuesday, January 20, 2015

Top 10 Dividend Companies To Own For 2014

Genworth Financial Inc. (NYSE: GNW) has not paid a dividend since 2008. That may soon be about to change if an analyst call from Monday turns out to be true. UBS raised the financial services firm up to Buy from Neutral, with a focus on the dividend and return of capital.

In the upgrade, UBS also raised the one-year price target up to $18 from $13. When we did our top analyst upgrades on Monday, we noted that Genworth is still turning around and that shares were up almost 100% from the lows of 2013. What really demands another look is that UBS is opining about Genworth’s prospects of paying a dividend again.

The firm sees Genworth having higher return on equity than its peers over the coming years. UBS is predicting that Genworth will reinstate a dividend on the common stock in 2014. Another bold prediction is that Genworth could start buying back its common stock in 2015.

When we first saw the research summary this morning, it felt a bit late because Genworth has already doubled from its lows of even 2013. The mortgage insurance woes are finally looking as though they are in the rear view mirror. Even the financial products sales may be seeing an improvement.

10 Best Safest Stocks To Buy For 2015: M&T Bank Corporation (MTB)

M&T Bank Corporation operates as the holding company for M&T Bank and M&T Bank, National Association that provide commercial and retail banking services to individuals, corporations and other businesses, and institutions. It offers business loans and leases; business credit cards; deposit products, such as demand, savings, and time accounts; and financial services, including cash management, payroll and direct deposit, merchant credit card, and letters of credit. The company also provides residential real estate loans; multifamily commercial real estate loans; commercial real estate loans; one-to-four family residential mortgage loans; investment and trading securities; short-term and long-term borrowed funds; brokered certificates of deposit and interest rate swap agreements related thereto; and branch deposits. In addition, it offers foreign exchange, as well as asset management services. Further, the company provides consumer loans, and commercial loans and leases; cred it life, and accident and health reinsurance; and securities brokerage, investment advisory, and insurance agency services. As of December 31, 2009, it had 738 banking offices in New York State, Pennsylvania, Maryland, Delaware, New Jersey, Virginia, West Virginia, and the District of Columbia; a commercial banking office in Ontario, Canada; and an office in George Town, Cayman Islands. The company was founded in 1969 and is headquartered in Buffalo, New York.

Advisors' Opinion:
  • [By The Part-time Investor]

    The following stocks met the criteria in January of 2008 and were put into the initial portfolio:

    Abbot Labs (ABT)Advanced data processing (ADP)Associated Banc-Corp (ASBC)Bank of America (BAC)BB&T Corp. (BBT)Bemis Company (BMS)Anheuser Busch (BUD)The Chubb Corporation (CB)Clorox (CLX)Comerica Inc. (CMA)Diebold Inc. (DBD)Emerson Electronics (EMR)First Dollar Corp. (FDO)First Third BanCorp. (FITB)Gannett Co, Inc. (GCI)General Electric (GE)Hershey (HSY)Illinois Tools Works (ITW)Johnson and Johnson (JNJ)Leggett and Platt (LEG)Eli Lilly (LLY)La-Z-Boy (LZB)McDonald's (MCD)Marsh and Ilsley (MI)M&T Bancorp (MTB)PepsiCo (PEP)Pfizer (PFE)Procter & Gamble (PG)Pentair Ltd. (PNR)Regions Financial Corp. (RF)Rohm and Haas (ROH)RPM International (RPM)Sherwin Williams (SHW)Sysco Corp. (SYY)UDR Inc. (UDR)

    Historical quotes were taken from Yahoo Finance. $10,000 was put into each position, to the nearest whole share, so a total of $349,262.89 was invested. From 1/15/08 through 5/16/13 all dividends were reinvested back into the stock that paid them. If a dividend cut was announced, that stock was sold on the ex-div date of the new, lower dividend.

  • [By Paul Ausick]

    Sterne Agee�� top pick among regional banks is M&T Bank Corp. (NYSE: MTB). Sterne Agee cut its 2014 earnings per share (EPS) estimate on the Buy-rated bank from $8.20 to $7.90 and the 2015 estimate has been cut from $9.50 to $9.00. The bank�� fundamentals are strong and it continues to experience good organic lending growth. The consensus estimate on M&T shares from Thomson Reuters is around $121.20 yielding an implied gain of 6% based on Friday�� closing price of $114.34. The forward multiple is 13.86 based on the consensus estimate for 2014 EPS of $8.25. Based on the Sterne Agee estimate of $7.90, the forward P/E ratio is around 15.4. M&T�� 52-week range is $95.68 to $119.54.

Top 10 Dividend Companies To Own For 2014: YPF Sociedad Anonima(YPF)

YPF SOCIEDAD ANONIMA, an energy company, engages in the exploration, development, and production of crude oil, natural gas, and liquefied petroleum gas (LPG) in Argentina. The company also involves in refining, marketing, transportation, and distribution of oil and a range of petroleum products, petroleum derivatives, petrochemicals, LPG, and bio-fuels; and gas separation and natural gas distribution operations. As of December 31, 2010, it had proved reserves of approximately 531 million barrels of oil and 2,533 billion cubic feet of gas; and retail distribution network of 1,622 YPF-branded service stations for automotive petroleum products. The company?s crude oil transportation network includes approximately 2,700 kilometers of crude oil pipelines with approximately 640,000 barrels of aggregate daily transportation capacity of refined products; crude oil tankage of approximately 7 million barrels; and terminal facilities at 5 Argentine ports. In addition, it participates in 3 power stations with an aggregate installed capacity of 1,622 megawatts. The company was founded in 1977 and is based in Buenos Aires, Argentina. YPF SOCIEDAD ANONIMA is a subsidiary of Repsol YPF, S.A.

Advisors' Opinion:
  • [By Matt DiLallo]

    In order to expand, Chevron has been working�on a joint venture agreement�with YPF� (NYSE: YPF  ) , which is the national drilling company in the country and a key holder in the Vaca Muerta field. The $1.5 billion venture would help jump-start the development of that field and could be worth up to $15 billion in total future investments. Foreign investments like Chevron's will be important in developing the play; its estimated that about $3 billion would be required just to get the shale gas extraction started, with upwards of $25 billion needed to develop Vaca Muerta's shale oil and gas potential.

  • [By Garrett Cook]

    Energy shares dropped around 0.22 percent in today’s trading. Top decliners in the sector included Daqo New Energy (NYSE: DQ), PDC Energy (NASDAQ: PDCE), and YPF SA (NYSE: YPF).

Top 10 Dividend Companies To Own For 2014: SPX Corporation(SPW)

SPX Corporation provides flow technology products, test and measurement products, thermal equipment and services, and industrial products and services worldwide. The company?s Flow Technology segment provides products and solutions that are used to process, blend, filter, dry, meter, and transport fluids. This segment?s primary offerings include engineered pumps, mixers, process systems, heat exchangers, valves, and dehydration and drying technologies for food and beverage, general industrial, and power and energy markets. Its Test and Measurement segment provides diagnostic service tools, fare-collection systems, and portable cable and pipe locators for the transportation, telecommunications, and utility industries. The company?s Thermal Equipment and Services segment engineers, manufactures, and services cooling, heating, and ventilation products, including dry, wet, and hybrid cooling systems for the power generation, refrigeration, HVAC, and industrial markets, as well as boilers, heating, and ventilation products for the commercial and residential markets. This segment also provides thermal components and engineered services. Its Industrial Products and Services segment designs, manufactures, and markets power systems; industrial tools and hydraulic units; precision machine components for the aerospace industry; crystal growing machines for the solar power generation market; television, radio, and cell phone and data transmission broadcast antenna systems; communications and signal monitoring systems; and precision controlled industrial ovens and chambers. SPX Corporation markets its products through various channels, including stocking distributors, manufacturing representatives, third-party distributors, direct sales, and retailers. The company was formerly known as Piston Ring Company and changed its name to SPX Corporation in 1988. SPX Corporation was founded in 1911 and is headquartered in Charlotte, North Carolina.

Advisors' Opinion:
  • [By Damon Churchwell]

    These companies manufacture processing products used by industries such as food and beverages, oil & gas, and wastewater treatment, among others. They serve a wide range of end markets that are mostly poised for increased earnings and are likely to spend on capital projects. While these positive trends persist, flow technology companies' prospects ought to remain favorable. Let's�highlight several sector participants, starting with a top selection,�SPX�(NYSE: SPW),.

  • [By Ben Levisohn]

    The big question now: What impact will the closure happen to the fund’s biggest stock holding? As an activist investor, Relational doesn’t take many small positions. It holds 1.5% of Hewlett-Packard (HPQ) shares, for instance, 15% of SPX Corp. (SPW), 3.5% of B/E Aerospace (BEAV) and 4.6% of Timken (TKR).

Top 10 Dividend Companies To Own For 2014: Lockheed Martin Corporation(LMT)

Lockheed Martin Corporation engages in the research, design, development, manufacture, integration, operation, and sustainment of advanced technology systems and products in the areas of defense, space, intelligence, homeland security, and government information technology in the United States and internationally. It also provides management, engineering, technical, scientific, logistic, and information services. The company operates in four segments: Aeronautics, Electronic Systems, Information Systems & Global Services (IS&GS), and Space Systems. The Aeronautics segment offers military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. Its products and programs comprise the F-35 multi-role, stealth fighter; the F-22 air dominance and multi-mission stealth fighter; the F-16 multi-role fighter; the C-130J tactical transport aircraft; and the C-5M strategic airlifter modernization program; and support for the P-3 maritime patrol aircraft, and the U-2 high-altitude reconnaissance aircraft. The Electronic Systems segment provides air and missile defense; tactical missiles; weapon fire control systems; surface ship and submarine combat systems; anti-submarine and undersea warfare systems; land, sea-based, and airborne radars; surveillance and reconnaissance systems; simulation and training systems; and integrated logistics and sustainment services. The IS&GS segment offers information technology solutions and advanced technology primarily in the areas of software and systems integration for space, air, and ground systems to various defense and civil government agencies. The Space Systems segment provides government and commercial satellites; strategic and defensive missile systems, including missile defense technologies and systems, and fleet ballistic missiles; and space transportation systems. Lockheed Martin Corporation was founded in 1909 and is based in Bethesda, Maryland.

Advisors' Opinion:
  • [By Rich Smith]

    $132 million? Chicken feed!
    If that sounds like a lot of money -- it's not. At least not relative to the wins that Boeing archrival Lockheed Martin (NYSE: LMT  ) booked last week. On Monday, Lockheed scored a $295 million DoD contract to continue work on upgrading the Aegis air defense system to a configuration capable of shooting down ballistic missiles.

  • [By Tannor Pilatzke]

    How many of the 28 companies had over 15% annual E.P.S growth for the last twenty years? Buffett�� wager was that fewer than 10 had done so. I used net income as a proxy for E.P.S.

    Lockheed Martin (LMT) had the largest CAGR of the bunch, making the earnings cut with 2 Million 1990 earnings compared to 2.745 Billion in 2013 or 36.29% CAGR over the last 23 years.

  • [By Katie Spence]

    Will the Navy remain mission-capable?
    Ships aren't the only area where the Navy is seeing cuts; the service was also planning on purchasing one P-8A maritime surveillance plane from Boeing (NYSE: BA  ) , one E-2D Hawkeye battle management aircraft and two unmanned Fire Scout helicopters from Northrop Grumman (NYSE: NOC  ) , and one F-35C carrier fighter from Lockheed Martin (NYSE: LMT  ) -- all of which face being cut. �

  • [By Dan Carroll]

    Why's the KC-46 so important to Boeing? This $52 billion program is one of the biggest developing projects in the DoD right now. It's logical to question whether Boeing can deliver all of its planes over the project's lifetime, considering the Pentagon needs to cut hundreds of billions of dollars over the next decade. Lockheed Martin's (NYSE: LMT  ) costly F-35 fighter program has already drawn similar criticism after numerous cost overruns, with the $400 million project -- in U.S. costs alone -- planned to deliver more than 2,400 jets over the craft's lifetime. That's money the DoD just doesn't have in today's budget-tightening environment.

Top 10 Dividend Companies To Own For 2014: Smith & Nephew SNATS Inc.(SNN)

Smith & Nephew plc develops, manufactures, markets, and sells medical devices in the orthopaedics, endoscopy, and advanced wound management sectors worldwide. The company operates in three segments: Orthopaedics, Endoscopy, and Advanced Wound Management. The Orthopaedics segment offers reconstruction implants, including hip, knee, and shoulder joints, as well as ancillary products, such as bone cement and mixing systems used in cemented reconstruction joint surgery. This segment also provides trauma fixation products consisting of internal and external devices, and other products, including shoulder fixation and orthobiological materials used in the stabilization of fractures and deformity correction procedures; and clinical therapies products comprising bone growth stimulation, joint fluid therapies, and outpatient spine products. The Endoscopy segment develops and commercializes minimally invasive surgery techniques, educational programs, and value-added services for sur geons to treat and repair soft tissue and articulating joints. It offers specialized devices and fixation systems to repair damaged tissues; fluid management equipment for surgical access; digital cameras, digital image capture, scopes, light sources, and monitors to assist with visualisation; radiofrequency wands, electromechanical and mechanical blades, and hand instruments for resecting damaged tissues. The Advanced Wound Management segment provides initial wound bed preparation and full wound closure products. This segment?s products are targeted at chronic wounds associated with the older population, such as pressure sores and venous leg ulcers; and products for the treatment of wounds, including burns and invasive surgery. The company serves medical and surgical service providers. Smith & Nephew plc was founded in 1856 and is headquartered in London, the United Kingdom.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Top Headline
    Smith & Nephew PLC (NYSE: SNN) announced its plans to buy ArthroCare (NASDAQ: ARTC) for $1.7 billion in cash. Smith & Nephew will pay $48.25 per share in cash to acquire ArthroCare, representing a 6.3% premium to ArthroCare's closing price on January 31.

Top 10 Dividend Companies To Own For 2014: Resource Capital Corp.(RSO)

Resource Capital Corp. operates as a specialty finance company that focuses primarily on commercial real estate and commercial finance in the United States. The company?s commercial real estate-related investments include first mortgage loans, first priority interests in first mortgage real estate loans, subordinate interests in first mortgage real estate loans, mezzanine loans, and commercial mortgage-backed securities. It also invests in commercial finance assets, including senior secured corporate loans, other asset-backed securities, equipment leases and notes, trust preferred securities, and debt tranches of collateralized debt and loan obligations. The company qualifies as a real estate investment trust (REIT) for federal income tax purposes. As a REIT, it is not subject to federal corporate income tax to the extent that it distributes 90% of its REIT taxable income. The company was founded in 2005 and is based in New York, New York.

Advisors' Opinion:
  • [By Eric Volkman]

    Resource Capital (NYSE: RSO  ) is dipping into its coffers for another shareholder payout. The company has declared a dividend for its current quarter of $0.20 per share, which is to be paid on July 26 to shareholders of record as of June 28. That amount matches each of the company's previous five distributions, the most recent of which was paid in late April. Before that, Resource Capital was more generous, dispensing $0.25 per share.

  • [By Wallace Witkowski]

    Shares of Resource Capital Corp. (RSO) �declined 3.8% to $5.82 in moderate volume after the real-estate investment trust said it would launch a $100 million offering in notes due 2018.

Top 10 Dividend Companies To Own For 2014: Intel Corporation(INTC)

Intel Corporation engages in the design, manufacture, and sale of integrated circuits for computing and communications industries worldwide. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also provides system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. In addition, it offers chipset products that send data between the microprocessor and input, display, and storage devices, including keyboard, mouse, monitor, hard drive, and CD, DVD, or Blu-ray drives; motherboards designed for desktop, server, and workstation platforms, and that has connectors for attaching devices to the bus; and wired and wireless connectivity products consisting of network adapters and embedded wireless cards used to translate and transmit data across networks. Further, the company provides NAND flash memory products primarily used in portable memory storage devices, digital camera memory cards, and solid-state drives; software products comprising operating systems, middleware, and tools used to develop, run, and manage various enterprise, consumer, embedded, and handheld devices; and software development tools that enable the creation of applications. Additionally, it develops computing platforms, which are integrated hardware and software computing technologies designed to offer an optimized solution. The company sells its products principally to original equipment manufacturers, original design manufacturers, PC components and other products users, and other manufacturers of industrial and communications equipment. It has a strategic alliance with Scientific Conservation Inc. Intel Corporation was founded in 1968 and is based in Santa Clara, California.

Advisors' Opinion:
  • [By Jayson Derrick]

    After the market closed, Intel (NASDAQ: INTC) reported its first quarter results. The company announced an EPS of $0.38, beating the consensus estimate of $0.37. Revenue of $12.8 billion was in-line with the consensus estimate. Shares were trading higher by 1.79 percent at $27.27 following the earnings release.

  • [By Andrew Tonner]

    In this video,�Andrew Tonner offers his opinion on Intel's� (NASDAQ: INTC  ) �announcement of a new CEO. Specifically, while promoting the current acting CFO Brian Krzanich may be a good move on paper, Andrew thinks Intel needs some new blood, new ideas. Krzanich is an entrenched Intel man, not new blood. That said, we should watch carefully what he says as he takes the reins. Intel, as an investment, is a bit touch and go. It does sell at a low multiple and pays a decent dividend, but the future is cloudy. Intel's business remains tightly bound to the shrinking PC market, and Intel really hasn't branched out to other markets. If you want to invest in Intel, be prepared for a long wait for a satisfactory return.

  • [By Eric Bleeker, CFA, Jason Moser, and Chris Hill]

    Gartner predictions show Google's (NASDAQ: GOOG  ) Android devices overtaking Microsoft's (NASDAQ: MSFT  ) Windows last year in terms of units shipped, and Apple's (NASDAQ: AAPL  ) iOS and Mac devices in a dead heat with Windows devices by 2014. While these numbers can be notoriously unreliable, they point toward the future of looking at "computing devices" rather than PCs versus smartphones. Already, Apple sees 50% higher profits than Microsoft and�Intel� (NASDAQ: INTC  ) -- the keystones of the PC industry -- combined.�

  • [By John Udovich]

    Lisa Su, the SVP and GM of Global Business Units for Advanced Micro Devices, Inc (NYSE: AMD)�along with Ruth Cotter, the Director of Investor Relations, have just given a�presentation at the JPMorgan Global Technology, Media and Telecom Conference that investors in the company along with Intel Corporation (NASDAQ: INTC) and NVIDIA Corporation (NASDAQ: NVDA) might want to take a look at. I should first mention that�we�previously had�an open position in Advanced Micro Devices in�our SmallCap Network Elite Opportunity (SCN EO) portfolio from roughly�last summer up until�late January when we locked in a small loss.�We got out not because we don�� believe in�AMD�� long term potential, but because our SCN EO�is a�trading portfolio rather than a long term buy and hold portfolio.�In addition,�AMD�� shares�had sunk�again�after�the company�reported earnings ��a repeat performance of what happened after the last�three�previous earnings reports. With that in mind, here are some highlights from the AMD presentation at the JPMorgan Global Technology, Media and Telecom Conference (Note: There is a transcript available on SeekingAlpha here):

No comments:

Post a Comment