22 Q1 Attractive All-Star Dogs From AAII And Barron's

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March 2024 AAII Journal, screens, and a Barron’s reporters combined to list two sets of stocks herewith called: “AAII/Barron’s All-Stars Q1/24”.The AII article was titled ’Stock Screen All-Stars’, and...

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Those little (lower-priced) AAII/Barron's All-Star dogs led the pack by over five and two-thirds lengths.   duckycardsForeword This article is based on one AAII Journal article, plus one Barron's article, aimed at finding attractive, stocks for 2024. The title and links to the articles are below: Stock Screen All-Stars “This month’s First Cut for stocks lists those (17) that passed the greatest number of screens tracked by AAII.com\" in its screening [sector]. —by:John Bajkowski March, 2024 in AAII Journal. Cheesecake Factory and 4 More Stocks Ready to Pop Small companies deserve a closer look. Barron’s article in the March 25.2024 issue quotes a client note from the head of U.S equities America for UBS wealth management, David Lefkowitz, who outlined a forthcoming range of catalysts for small-cap outperformance of the market, including upcoming improved access to capital, more opportunities for mergers and acquisitions, sunnier business sentiment, and likely interest rate cuts. To follow-up on Lefkowitz sentiments, Barron’s interviewed Suzanne Franks, the Associate Manager of First Eagle Small Cap Opportunity fund for some recommendations. She sad, “We are looking for companies that can do well regardless of macro environment or industry backdrop.” —by: Resma Kapadia March 21, 2024inBarron’s. Any collection of stocks is more clearly understood when subjected to yield-based (dog catcher) analysis, this collection of AAII and Barron's listings aimed at finding attractive stocks for 2024 was perfect for the dogcatcher process. Below are the March 28, 2024 data for 22 parsed by YCharts. The price of 1 of these 22 AAII and Barron's attractive selections for 2024 made the possibility of owning productive dividend shares from this collection more viable for first-time investors. The dogcatcher ideal was: Euroseas Ltd (ESEA). This month, six more stocks are within 58% of the tipping point for achieving the dogcatcher dividend ideal. That sweet-spot is where annual dividends from $1k invested meet of exceed the price of a single share. The six are, Cheesecake Factory Inc. (CAKE); Shoe Carnival Inc. (SCVL); Kaiser Aluminum ore (KALU); Hyster-Yale Materials Handling (HY); H&E Equipment Services (HEES); Mueller Industries (MLI); Commercial Metals Co. (CMC); Matador Resources Co. (MTDR). [See Recent vs Fair Price Changes in the Afterword of this article.]  Actionable Conclusions (1-10): Brokers Estimated Top Ten AAII/Barron’s All-Stars Q1/24 Could Net 9.68% to 197.7% Gains By March 2025  Four of ten tops-by-yield AAII/Barron’s All-Stars (tinted in the chart below) were also among the top ten gainers for the coming year based on analyst 1 year targets. Thus, the top yield dog strategy for this group, as graded by analyst estimates for this month, proved 40% accurate. Estimated-dividend returns from $1000 invested in each of the highest-yielding stocks and their aggregate one-year analyst-augered median target prices, as reported by YCharts, created the 2023-24 data points for the following summary. (Note: one-year target-prices by lone-analysts were not included.) Ten probable profit-generating 'safer' trades projected to March 28, 2025, by that reckoning, were: Source: YCharts.comSurgepays Inc. (SURG) netted $1,977.01 based on the median of target price estimates from 2 analysts plus dividends less broker fees. The Beta number showed this estimate subject to risk/volatility 59% greater than the market as a whole Euroseas Ltd netted $454.21 based on the median of target price estimates from 2 analysts, plus dividends, less broker fees. The Beta number showed this estimate subject to risk/volatility 12% less than the market as a whole. Hyster-Yale Materials Handling Inc. (HY) netted $358.28, based on dividends plus a target price estimate from 2 analysts, minus broker fees. The Beta number showed this estimate subject to risk/volatility 48% over the market as a whole. Axos Financial Inc. (AX) netted $253.88 based on dividends plus a median target price estimate from 6 analysts, less broker fees. The Beta number showed this estimate subject to risk/volatility 43% greater than the market as a whole. Stericycle Inc. (SRCL) netted $213.72 based on the median of target estimates from 5 analysts, less broker fees. The Beta number showed this estimate subject to risk/volatility 11% greater than the market as a whole. Lithia Motors (LAD) netted $156.94 based on the median of target prices set by 15 analysts, plus estimated dividends less broker fees. The Beta number showed this estimate subject to risk/volatility 59% greater than the market as a whole. Stride Inc. (LRN) showed a net gain of $128.78 based on estimates from 4 analysts, plus dividends less broker fees. The Beta number showed this estimate subject to risk/volatility 75% less than the market as a whole. Shoe Carnival Inc. netted $124.00 based on dividends plus a median target price estimate from 2 analysts, less broker fees. The Beta number showed this estimate subject to risk/volatility 55% greater than the market as a whole. NAPCO security Technologies (NSSC) netted $111.39 based on estimates from 5 analysts, plus dividends, less broker fees. The Beta number showed this estimate subject to risk/volatility 57% greater than the market as a whole. Matador Resources Co. netted $96.80 based on estimates from 14 analysts, plus dividends, less broker fees. The Beta number showed this estimate subject to risk/volatility 233% greater than the market as a whole. Average net gain in dividend and price was 38.75% on $10k invested as $1k in each of these 10 AAII/Barron’s All-Star Stocks. This gain estimate was subject to average risk/volatility 48% over the market as a whole. Source: Photo by Ash on UnsplashThe Dividend Dogs Rule The \"dog\" moniker was earned by stocks exhibiting three traits: (1) paying reliable, repeating dividends, (2) their prices fell to where (3) yield (dividend/price) grew higher than their peers. Thus, the highest yielding stocks in any collection became known as \"dogs.\" More specifically, these are, in fact, best called, \"underdogs\". Sources: AAII/Barron’s/YCharts22 AAII/Barron’s All-Stars Per Analyst Target Data The top ten AAII/Barron’s All-Star Stocks by analyst targets included five of eleven business sectors in the Morningstar universe. AAII/Barron’s All-Star Stocks representation by targets broke-out, thus: Technology (1); Industrials (4); Financial Services (1); Consumer Cyclical (2); Consumer Defensive (1); Energy (1); Basic Materials (0); Communication Services (0); Healthcare (0); Real Estate (0); Utilities (0). 14 Dividend Stocks Sourced From 22 Candidates by Yield Sources: AAII/Barron’s/YChartsTop ten AAII/Barron’s All-Star Stocks by yield for March represented fiour of eleven Morningstar sectors. First place was held by the the first of four industrials members, Euroseas Ltd [1], The other three placed fourth, fifth, and ninth, Hyster-Yale Materials Handling Inc. [4], H&E Equipment Services Inc. [5], and Mueller Industries Inc. [9]. Three basic materials sector members placed second, seventh and eighth, Kaiser Aluminum Corp [2], Steel Dynamics Inc. (STLD) [7], and Commercial Metals Co. [8]. Two consumer cyclical members took the third and sixth positions, Cheesecake Factory [3], and Shoe Carnival Inc. [6]. Finally, tenth place was claimed by the lone lone energy representative, Matador Resources Co. [10]. Corporate financial fortunes, however, are frequently re-prioritized by boards of directors manipulating company policy to include cancelling or varying the payout of dividends to shareholders. This article asserts that adequate cash flow is a strong justification for a company to sustain annual dividend increases to shareholders. Four additional columns of financial data, listed after the Safety Margin figures above, reveal payout ratios (lower is better), total annual returns, dividend growth levels, and p/e ratios for each stock. This data is provided to reach beyond yield to select reliable payout stocks. Positive results in the five columns after the dividend ratio portend remarkably solid financial signals. To quantify top dog rankings, analyst median price target estimates provide a \"market sentiment\" gauge of upside potential. Added to the simple high yield \"dog\" metric, analyst median price target estimates became another tool to dig out bargains. Yield Metrics Uncovered Major March Bargains From Lowest Priced 5 AAII/Barron’s All-Stars Ten AAII/Barron’s All-Star Stocks with the biggest yields March 28, per YCharts data, ranked themselves by yield as follows: Source: YCharts.comActionable Conclusions: Analysts Predicted 5 Lowest Priced, of Ten AAII/Barron’s All-Star Stocks, (11) Delivering 13.54% VS. (12) 8.62% Net Gains from All Ten by March, 2025 Source: YCharts.com $5000 invested as $1k in each of the five lowest priced stocks in the ten AAII/Barron’s All-Star Stocks by yield were projected by analyst 1-year targets to deliver 37.09% more net gain than $5,000 invested as $.5k in all ten. The very lowest-priced AAII/Barron’s All-Star Stock, Euroseas Ltd showed the top gain of 45.42% per broker target estimates.   Source: YCharts.comLowest priced five AAII/Barron’s All-Star Stocks as of March 28 were: Euroseas Ltd; Cheesecake Factory Inc; Shoe Carnival Inc; Mueller Industries Inc; Commercial Metals Co, with prices ranging from $35.65 to $58.77. Higher priced five AAII/Barron’s All-Star Stocks as of March 28 were: H&E Equipment Services Inc; Hyster-Yale Materials Handling Inc; Matador Resources; Kaiser Aluminum Corp; Steel Dynamics Inc, with prices ranging from $64.25 to $148.21. Little, (lower-priced) AAII/Barron’s All-Star Dogs topped the pack by over five and two-thirds lengths in March. This distinction between five low-priced dividend equities and the general field of ten reflects the \"basic method\" Michael B. O'Higgins employed for beating the Dow. The added scale of projected gains based on analyst targets contributed a unique element of \"market sentiment\" gauging upside potential. It provided a here and now equivalent of waiting a year to find out what might happen in the market. It's also the work analysts got paid big bucks to do. Caution is advised, however, as analysts are historically 15% to 85% accurate on the direction of change and about 0% to 15% accurate on the degree of the change. Afterword AAII/Barron's All-Star Articles by Title Sources: AAII.Com, Barrons.com, YCharts.comIf somehow you missed the suggestion of which stocks are ripe for picking at the start of this article, here is a reprise of the list at the end: The prices of 1 of these top 10 AAII/Barron's All-Star selections for 2023 made the possibility of owning productive dividend shares from this collection more viable for first-time investors. Six more show prices within 58% of equaling their dividend return from $1K invested. The dogcatcher ideal one was: Euroseas Ltd. This month, six more stocks are within 58% of the tipping point for achieving the dogcatcher dividend ideal. That sweet-spot is where annual dividends from $1k invested meet of exceed the price of a single share. The six are, Cheesecake Factory Inc; Shoe Carnival Inc; Kaiser Aluminum; Hyster-Yale Materials Handling; H&E Equipment Services; Mueller Industries; Commercial Metals Co; Matador Resources Co.  How All Ten Top AAII/Barron’s All-Stars For Q1/24 Stocks Could Become Ideal Fair Priced Dogs  Source: YCharts.comOne of the top ten AAII/Barron's All-Star Q1/24, stocks shares are now priced less than the annual dividends paid out from a $1K investment. Dollar and percentage differences between recent and fair prices are detailed in the top chart above. The lower charts compare that one ideal performer with the nine outliers at recent prices in the middle chart. Fair pricing of all ten top dogs conforming to the dogcatcher ideal is shown in the bottom chart. With renewed downside market pressure to 70%, it would be possible for all ten highest-yield AAII/Barron's All-Star Q1/24 stocks to become fair-priced with their annual yield (from $1K invested) meeting or exceeding their single share prices. The net gain estimates mentioned above did not factor-in any foreign or domestic tax problems resulting from distributions. Consult your tax advisor regarding the source and consequences of \"dividends\" from any investment. Stocks listed above were suggested only as possible starting points for your safest Inflation Buster Dividend Stocks research process. These were not recommendations. Graphs and charts were compiled by Rydlun & Co., LLC from data derived from www.ycharts.com; www.finance.yahoo.com; analyst mean target prices by YCharts. Proud Dog Photo by Ash on Unsplash  Editor's Note: This article covers one or more microcap stocks. 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