Tech Dividend Stocks With High Options Yields

by Robert Hauver
Who are the winners so far in 2017? We looked at sectors from a variety of angles – trailing valuations, future earnings valuations, dividend yield, and performance, to see which sectors have outperformed, and which ones hold the most promise for the future.

Not surprisingly, Tech was a clear winner in Performance- it leads all other sectors so far in 2017:

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2 Dividend Aristocrats With Room To Run

by Robert Hauver
Looking for dividend stocks with a long term record of dividend increases? The S&P Dividend Aristocrats index contains 50 such stocks, all of which have increased their dividends paid per share yearly for the past consecutive 25 years.
This group contains many household names across various industries – some of the largest companies on the planet. Here are the top 15 companies, sorted by market cap. Healthcare giant Johnson & Jonson, (JNJ), tops the list, followed by Exxon Mobil, (XOM), after which the market cap drops to the mid-$200B range, with Procter & Gamble, (PG), Walmart, (WMT), and AT&T, (T):

The sector breakdown shows Consumer Staples as the leading weighted sector in the index by far, with a 26% weighting, followed by Industrials, with 17.4%, and Healthcare, with 13.4%: Click here to read more…

2 Specialty Foods Stocks For Income Investors

by Robert Hauver
Have you noticed how radically the offerings at your local markets have changed? Consumers are demanding more variety, and more healthful choices. Specialty foods, previously seen as exotic, such as artisanal cheeses, meats, smoked seafood, formerly hard-to-find exotic cooking ingredients or sauces, an increasingly wider array of beverages, and organic foods of all types now fill the grocery aisles.

The growth of the organic food industry has been accelerating over the past decade, and now represents over 4% of $760 billion annual food sales in the U.S.  Many specialty and organic items come from small, privately held firms, but there are ways than investors can access the specialty foods industry.

We examined the specialty food industry, with an eye to solid, publicly traded companies that income investors could benefit from, and we came up with these 2 dividend stocks:
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2017 Healthcare Update: 2 Healthcare Dividend Stocks With Low Debt

by Robert Hauver
Looking at Sector performance for 2017, it appears that Healthcare has regained some of its luster – it’s the 2nd leading sector, behind Tech, and is up nearly 8% in 2017:

Even though there’s a lot of uncertainty in the US revolving around the future of the Affordable Care Act, the bottom line is that America, like most industrialized nations, is aging rapidly. You’ve probably heard that attention-grabbing statistic – “10,000 Americans are turning 65 every day”. That certainly means that we’ll be needing more, not less, healthcare in coming years, regardless of what happens in DC.
With this in mind, we searched for some healthcare dividend stocks with steady payouts, good dividend coverage, an attractive dividend yield, and, to keep the rate hike fears at bay, low debt.
We came up with 2 companies, both of which are micro cap stocks, in the $50M – $300M range, in the Medical Equipment sub-industry: Click here to read more…

2 Low Beta Utility Dividend Stocks Beating The Market

Looking for low beta dividend stocks, that don’t march to the beat of the market? It’s a common theme these days, with P/E’s of traditional value stocks and defensive stocks getting a bit stretched. Thanks to their dividend yields, and defensive attributes, normally stodgy Utilities stocks have led the pack in 2016, by a wide margin:

With this market-leading success in mind, we wondered if there were any low-beta utility dividend stocks left, which were still reasonably priced. We came up with two stocks, Public Service Enterprise Group, (PEG), and South Jersey Industries, (SJI), both of which have low betas, and a dividend yield over 3%.

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Top High Dividend Stocks In 2016

by Robert Hauver
Trying to make sense of this market? Join the club – it’s been a topsy-turvy ride so far in 2016, with the market getting off to its worst start in history, thanks to the December Fed rate hike, and plunging oil prices.
Then, in early February, oil prices bottomed, and the market started coming back. This chart uses the USO oil ETF as a proxy for oil. It’s a pretty good directional correlation between oil and the S&P 500:
(Chart Source: YahooFinance)

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5 Utility Dividend Stocks With Upside Potential

by Robert Hauver

With the S&P 500 finally in positive territory year-to-date, we took a look at what’s been working in 2016. Topping the list is the Utility sector, which has been the go-to sector for income investors, and even non-income investors in this volatile market.

Healthcare, formerly the leading sector for quite a while, has fallen out of favor, thanks to political headline risk due to prescription overpricing by some firms. meanwhile, the Utility sector is up over 12% in 2016, leading all others by a wide margin. Even the resurgent Energy sector, which is up 12% over the past month, trails Utilities by a wide margin:
With all of the strong price performance in the Utility sector, we wondered if there were any dividend stocks left that weren’t already above their consensus analyst price targets. We came up with these 5 stocks…
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2 Small Bank Dividend Stocks Outperforming The Market

by Robert Hauver
With the specter of Fed interest rate hikes looming over the market for the past 2 years, many interest-rate sensitive stocks have gotten sold off. However, there are some stocks which will benefit from higher rates, namely banks, and, in particular, small banks.
Why small banks vs. large ones? Because smaller banks stick to traditional lending and deposits as their business model, whereas larger banks also play with derivatives and other forms of trading to make $.

We found 2 small/micro cap bank stocks, which have gotten good support from the market in 2015: Click here to read more…

High Dividend Stocks Going Ex-Dividend In November

by Robert Hauver

We searched through our High Dividend Stocks By Sector Tables to find some stocks going ex-dividend this coming week. Not surprisingly, we found some of the most attractive dividend yields in the Energy sector. However, before you run away in fright from this beaten-down group, let us reassure you that these aren’t just your run-of-the-mill, hated drillers or exploration companies. In fact, they all provide services to the Energy sector, via long-term, fee-based contracts.

4 out of these 6 stocks, (GMLP, NAP, DLNG, and GLOP) provide contract shipping to the natural gas industry, and the other 2,(GPP and ETP), provide pipeline, storage, and logistics services to the oil and gas industry.:

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This Week’s Top 5 Performing Dividend Stocks

by Robert Hauver
With all of the recent market turmoil, we thought we’d take a look at which dividend stocks performed the best this past week. While these aren’t high dividend stocks, we screened for stocks with a dividend yield above 3%, and a moderate dividend payout ratio.

Not surprisingly, these top 5 dividend stocks are from 2 well-known defensive sectors – Utilities and Consumer Staples, which are also the 2 best performing sectors of the past month.

Performance: These stocks have all outperformed the market this week, and over the past trading month, vs. a -1.36% weekly decline and a -2.07% monthly decline for the S&P 500. One of the big reasons for their strong support by the market right now is that they all have low beta’s, which signifies a low correlation to market volatility.

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