The early parts of 2019, for me, have been spent bargain-hunting in the markets. Though stocks have rebounded nicely in the first two weeks of the year, the late 2018 crash still weighs heavily on many names, creating plenty of bargain opportunities.
One of the most exciting companies to me at the moment is AT&T (T). The telecom giant fits nicely into any income portfolio, with its recent stock slide contributing to a rich dividend yield, while also offering growth opportunities as the stock attempts to rebound to mid-2018 highs.
T data by YCharts
AT&T's precipitous fall over the past year, of course, is not just linked to overall market troubles. The company has its own fair share of woes that has contributed to the decline in share price. The dragging of the... more
As discussed previously, this article is part of a three part series in the hunt for dividend paying international investments. Due to the uncertainty in the US economy and recent volatility, I anticipate a flock to normal safe havens. However, some established companies in developing economies look like good deals. These investments should meet Benjamin Graham's definition of an investment, one that protects the principal and delivers growth. The benefit of a dividend and international exposure have been added.
Compania Cervecerias Unidas SA (CCU) is headquartered in Chile with high local exposure, good growth in nearby markets, and some international exposure. The company is a diversified beverage producer and distributor, but also has partnerships with international companies.... more
I have focused my articles and analyses mostly on industrial, consumer staples, and utility sectors to date with some exceptions. But my general theme has been to write about stocks with decent income and a growing dividend over time with the potential for capital appreciation. In this article, I discuss Qualcomm Inc. (QCOM) which has a dividend yield > 4%, a growing dividend and is undervalued based on PE ratio relative to the S&P 500. But despite this, I am not a buyer of Qualcomm due to its ongoing legal disputes with the FTC and regulators in other countries, and Apple Inc. (AAPL) and other companies over licensing and royalty practices.
Dividend Power’s Investment Process
As a small investor, one is always seeking suitable entry points or to add to a... more
Actionable Conclusion (1): Brokers Say One 'Safer' Dividend Barron's Best Yield PlayNet A 5.82% Gains To January, 2020
Just one of thirty-eight top dividend-yielding Barron's best yield plays (tinted green in the chart above) was the 'safer' dividend producer for the coming year based on 1-year target estimates. So the dog strategy Barron's best yield plays graded out with 2.6% accuracy.
The following probable profit-generating stock trades were distinguished by estimated dividend returns from $1000 invested in each of the highest yielding stocks and positive gaining funds. Those dividends and their aggregate one year analyst median target prices, as reported by YCharts, created the 2018-19 data points.
The Board of Directors of Liberty All-Star Growth Fund, Inc. (NYSE: ASG) has declared a distribution of $0.10 per share payable on March 11, 2019 to shareholders of record on January 25, 2019 (ex-dividend date of January 24, 2019). This distribution is in accordance with the Fund’s current distribution policy of paying distributions on its shares totaling approximately 8 percent of its net asset value per year, payable in four quarterly installments of 2 percent. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all distributions in 2019 for tax reporting purposes, including the percentage of qualified... more
The Board of Trustees of Liberty All-Star Equity Fund (NYSE: USA) has declared a distribution of $0.15 per share payable on March 11, 2019 to shareholders of record on January 25, 2019 (ex-dividend date of January 24, 2019). This distribution is in accordance with the Fund’s current distribution policy of paying distributions on its shares totaling approximately 10 percent of its net asset value per year, payable in four quarterly installments of 2.5 percent. A portion of the distribution may be treated as paid from sources other than net income, including but not limited to short-term capital gain, long-term capital gain and return of capital. The final determination of the source of all distributions in 2019 for tax reporting purposes, including the percentage of qualified... more
One of the best equity investments for income-seeking investors are business development companies. This is due to the fact that the overall business model of these companies is designed to generate large (6%+) payouts to shareholders. Swiss banking giant UBS (UBS) has decided to take advantage of this by marketing an ETN that offers investors an interesting way to take advantage of the high yields offered by these entities. That ETN is the UBS ETRACS 2X Leveraged Long Wells Fargo Business Development Company ETN (BDCL).
About The Notes
As the formal name implies, BDCL is designed to deliver the returns of a 2x leveraged investment in the Wells Fargo Business Development Company Index. Leverage can be a powerful took in finance since it boosts your returns in strong markets. In... more
During the last week, the iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA: HYG) gained 1.82% (182 bps) due to higher oil prices, dovish comments from Fed policymakers, as well as renewed talks on trade beginning. It was the third consecutive week when HYG gained positive return. There was negative sentiment regarding U.S. high yield bonds in December. Moreover, no U.S. high yield bonds were offered in December marked the first month since the 2008 crisis without any junk bonds being issued. However, investors waited any positive news and when Fed Chair Powell gave support to markets, the investors have changed their view on the U.S. high yield in January and quickly increased their allocation to the asset class. Last week, subsidiary of Targa Resources (TRGP), an oil and natural... more
Well, folks, the picture for Hi-Crush Partners (HCLP) has changed dramatically, hasn’t it? The management team at the firm recently announced not only some significant underperformance for its fourth quarter of last year but also made a drastic and painful decision regarding the firm’s distribution for the foreseeable future. Though this may cause some shareholders to suffer financially in the short term, the long-term outlook for Hi-Crush still looks remarkably appealing, but only for investors who can deal with the volatility investing in the business entails.
Some unsavory developments
In an article I published on January 4th of this year, I detailed, among other things, management’s prior thoughts regarding the fourth quarter of last year, namely that the... more
Bluegreen Vacations Corporation (NYSE: BXG) ("Bluegreen Vacations" or the “Company") announced today that its board of directors has declared a quarterly common stock cash dividend of $0.17 per share. The dividend is payable February 15, 2019 to shareholders of record as of the close of trading on January 31, 2019.... more