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dreamzspl
2021-07-15
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dreamzspl
2021-06-24
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This Bull Is Far From Over: 3 Undervalued Blue Chip Dividend Buys
dreamzspl
09-17
Happy mid autumn festival! 🏮🥮🥮🧡☺️🌕
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mid autumn festival! 🏮🥮🥮🧡☺️🌕","listText":"Happy mid autumn festival! 🏮🥮🥮🧡☺️🌕","text":"Happy mid autumn festival! 🏮🥮🥮🧡☺️🌕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350428786737192","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147049863,"gmtCreate":1626322878052,"gmtModify":1703757880156,"author":{"id":"3568100606939801","authorId":"3568100606939801","name":"dreamzspl","avatar":"https://static.tigerbbs.com/ae03e92a5b3cd75f4fc4624c4ee1b02b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568100606939801","authorIdStr":"3568100606939801"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147049863","repostId":"2151751740","repostType":4,"repost":{"id":"2151751740","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1626280020,"share":"https://ttm.financial/m/news/2151751740?lang=&edition=fundamental","pubTime":"2021-07-15 00:27","market":"us","language":"en","title":"19 dividend stocks to help you combat inflation","url":"https://stock-news.laohu8.com/highlight/detail?id=2151751740","media":"Dow Jones","summary":"These stocks have dividend yields that are at least three times as high as the yields on 10-year U.S","content":"<blockquote>\n These stocks have dividend yields that are at least three times as high as the yields on 10-year U.S. Treasury notes.\n</blockquote>\n<p>How can you avoid inflation, or at least make up for it?</p>\n<p>Consumers and investors may be alarmed by rising prices. But a combination of prudent spending and investing can help these overlapping groups of people get through a period of uncertainty brought about by pent-up demand and supply shortages.</p>\n<p>Below are two lists of 19 dividend stocks with attractive yields -- companies that are expected to have plenty of cash flow to cover dividend increases or other actions that may be good for shareholders, including stock repurchases and business expansion.</p>\n<p>The consumer price index rose by 0.9% in only <a href=\"https://laohu8.com/S/AONE\">one</a> month . It's easy to say that you shouldn't buy a car or truck this year. The incredible demand for used vehicles has led to a shortage for many of the most popular new ones, which means dealers will be less likely to haggle.</p>\n<p>Of course you might be in a pickle and need to get another car or truck at the worst time, but maybe you can make a modest selection this time. You might also delay a plan to sell your home and move into a bigger <a href=\"https://laohu8.com/S/AONE.U\">one</a>, considering that every other national housing boom you have ever witnessed has eventually cooled. In other words, it is possible some of your big spending plans can be curbed or delayed.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> dividend stock screens</p>\n<p>What do you want from a dividend stock? The most obvious answer is \"income,\" but what may be more important is that the dividend increases over time. That's how you stay ahead of inflation. Even when official inflation figures are low, your personal inflation can be considerable, depending on your circumstances. Or you may need investment income to replace part of your working income when you retire.</p>\n<p>Here's a recent list of the 30 stocks in the S&P 500 index whose dividends increased the most over the past five years . Their dividend yields may not have been very high to begin with, but if you had held them for five years, the yields on your five-year-old shares would have grown significantly.</p>\n<p>For this new screen, we took a different approach to focus more on higher current dividend yields. Beginning with the S&P Composite 1500 Index (made up of the S&P 500 , the S&P Mid Cap 400 Index <a href=\"https://laohu8.com/S/MID\">$(MID)$</a> and the S&P Small Cap 600 Index ), we started with stocks with dividend yields of at least 4.26% -- three times the 1.42% yield on 10-year U.S. Treasury notes on July 13.</p>\n<p>Then we looked at free cash flow yields. A company's free cash flow is its remaining cash flow after planned capital expenditures. It can be used to increase dividends, buy back stock, pay down debt, business expansion or fund acquisitions. A free cash flow yield that is higher than the dividend yield can provide investors with some comfort that a company is unlikely to cut its dividend and maybe be in a position to increase it.</p>\n<p>A trailing free cash flow yield can be calculated by dividing the past four quarters' free cash flow per share by the current share price. If available, consensus estimates for the next 12 months can be used to calculate a forward FCF yield. If the FCF yield is above the current dividend yield, there is free cash flow \"headroom.\" (The screen below only includes companies for which forward FCF estimates were available from FactSet.)</p>\n<p>Financial companies were excluded from the screen, as FCF yield analysis isn't appropriate for the group. Companies with fewer than five analysts polled for FactSet's estimates were also excluded. For real estate investment trusts, funds from operations (FFO) is the industry standard for gauging dividend-paying ability. So there is a separate screen for that group below.</p>\n<p>Starting with the S&P Composite 1500, here are the eight stocks that made the cut, with dividend yields of at least 4.26%, positive forward and trailing FCF \"headroom\" and no dividend cuts over the past three years, according to data provided by FactSet. The list is sorted by dividend yield:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Dividend yield</td>\n <td>Forward FCF yield</td>\n <td>Forward \"headroom\"</td>\n <td>Trailing FCF yield</td>\n <td>Trailing \"headroom\"</td>\n </tr>\n <tr>\n <td>Williams Cos. Inc. WMB</td>\n <td>6.26%</td>\n <td>9.08%</td>\n <td>2.82%</td>\n <td>7.53%</td>\n <td>1.27%</td>\n </tr>\n <tr>\n <td>B&G Foods Inc. BGS</td>\n <td>6.20%</td>\n <td>11.44%</td>\n <td>5.24%</td>\n <td>11.00%</td>\n <td>4.80%</td>\n </tr>\n <tr>\n <td>Kinder Morgan Inc. Class P KMI</td>\n <td>5.91%</td>\n <td>9.86%</td>\n <td>3.95%</td>\n <td>9.98%</td>\n <td>4.07%</td>\n </tr>\n <tr>\n <td>H&R Block Inc. HRB</td>\n <td>4.57%</td>\n <td>14.83%</td>\n <td>10.25%</td>\n <td>13.28%</td>\n <td>8.71%</td>\n </tr>\n <tr>\n <td>Verizon Communications Inc. VZ</td>\n <td>4.47%</td>\n <td>7.84%</td>\n <td>3.37%</td>\n <td>10.86%</td>\n <td>6.38%</td>\n </tr>\n <tr>\n <td>Dow Inc. DOW</td>\n <td>4.47%</td>\n <td>9.66%</td>\n <td>5.19%</td>\n <td>7.64%</td>\n <td>3.18%</td>\n </tr>\n <tr>\n <td>LyondellBasell Industries NV LYB</td>\n <td>4.43%</td>\n <td>10.82%</td>\n <td>6.39%</td>\n <td>5.30%</td>\n <td>0.87%</td>\n </tr>\n <tr>\n <td>AbbVie Inc. ABBV</td>\n <td>4.41%</td>\n <td>10.19%</td>\n <td>5.77%</td>\n <td>8.61%</td>\n <td>4.20%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Click on the tickers for more about each company, including news, business profiles, price ratios and ratings.</p>\n<p>In case you are wondering about AT&T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a> -- known for its high dividend yield over the long term -- the company hasn't yet announced a dividend cut but said in March that as part of its plan to divest its WarnerMedia properties, it was going to \"resize \" the dividend, taking it down to a payout ratio of about 40% to 43% of free cash flow.</p>\n<p>We don't have the figures to predict how high the slimmed-down company's dividend might be after AT&T's deals are completed, but the yield on the shares as of the close on July 13 was 7.36%, while its forward FCF yield was 11.79%. Ordinarily that would appear to be plenty of headroom to support the dividend. But it implies a payout ratio of 62%, which is much higher than the ratio of the current yield to the forward FCF yield.</p>\n<p>REITs</p>\n<p>For a second screen of real estate investment trusts, we used funds from operations (FFO) instead of free cash flow. FFO adds depreciation on real estate to earnings and nets out gains or losses on the sale of property. Here are the 10 highest-yielding REITs in the S&P Composite 1500 with positive forward and trailing FFO \"headroom\" and no dividend cuts over the past three years, according to data provided by FactSet:</p>\n<table>\n <tbody>\n <tr>\n <td>REIT</td>\n <td>Dividend yield</td>\n <td>Forward FFO yield</td>\n <td>Forward \"headroom\"</td>\n <td>Trailing FFO yield</td>\n <td>Trailing \"headroom\"</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/OHI\">Omega Healthcare Investors</a> Inc. OHI</td>\n <td>7.27%</td>\n <td>9.08%</td>\n <td>1.81%</td>\n <td>8.93%</td>\n <td>1.65%</td>\n </tr>\n <tr>\n <td>LTC Properties Inc. LTC</td>\n <td>5.88%</td>\n <td>7.00%</td>\n <td>1.12%</td>\n <td>5.91%</td>\n <td>0.03%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MPW\">Medical Properties Trust</a> Inc. MPW</td>\n <td>5.58%</td>\n <td>8.91%</td>\n <td>3.33%</td>\n <td>8.07%</td>\n <td>2.49%</td>\n </tr>\n <tr>\n <td>Brandywine Realty Trust BDN</td>\n <td>5.44%</td>\n <td>9.98%</td>\n <td>4.55%</td>\n <td>10.01%</td>\n <td>4.58%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/DOC\">Physicians Realty Trust</a> DOC</td>\n <td>4.99%</td>\n <td>6.02%</td>\n <td>1.03%</td>\n <td>5.75%</td>\n <td>0.76%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ILPT\">Industrial Logistics Properties Trust</a></td>\n <td>4.97%</td>\n <td>7.10%</td>\n <td>2.14%</td>\n <td>7.00%</td>\n <td>2.03%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/GTY\">Getty Realty Corp</a>. GTY</td>\n <td>4.91%</td>\n <td>6.16%</td>\n <td>1.26%</td>\n <td>7.14%</td>\n <td>2.23%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/DEA\">Easterly Government Properties Inc</a>. DEA</td>\n <td>4.83%</td>\n <td>6.14%</td>\n <td>1.31%</td>\n <td>5.95%</td>\n <td>1.12%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/SLG\">SL Green Realty Corp</a>. SLG</td>\n <td>4.71%</td>\n <td>8.73%</td>\n <td>4.03%</td>\n <td>8.89%</td>\n <td>4.18%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/CTRE\">CareTrust REIT Inc.</a> CTRE</td>\n <td>4.48%</td>\n <td>6.49%</td>\n <td>2.00%</td>\n <td>5.92%</td>\n <td>1.44%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>As always, you should do your own research before considering any stock for investment. For the REITs, it is especially important to consider a company's investment focus. Whether it is retail, office property, health-care property or another area, each has its own opportunities and challenges.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>19 dividend stocks to help you combat inflation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n19 dividend stocks to help you combat inflation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-07-15 00:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n These stocks have dividend yields that are at least three times as high as the yields on 10-year U.S. Treasury notes.\n</blockquote>\n<p>How can you avoid inflation, or at least make up for it?</p>\n<p>Consumers and investors may be alarmed by rising prices. But a combination of prudent spending and investing can help these overlapping groups of people get through a period of uncertainty brought about by pent-up demand and supply shortages.</p>\n<p>Below are two lists of 19 dividend stocks with attractive yields -- companies that are expected to have plenty of cash flow to cover dividend increases or other actions that may be good for shareholders, including stock repurchases and business expansion.</p>\n<p>The consumer price index rose by 0.9% in only <a href=\"https://laohu8.com/S/AONE\">one</a> month . It's easy to say that you shouldn't buy a car or truck this year. The incredible demand for used vehicles has led to a shortage for many of the most popular new ones, which means dealers will be less likely to haggle.</p>\n<p>Of course you might be in a pickle and need to get another car or truck at the worst time, but maybe you can make a modest selection this time. You might also delay a plan to sell your home and move into a bigger <a href=\"https://laohu8.com/S/AONE.U\">one</a>, considering that every other national housing boom you have ever witnessed has eventually cooled. In other words, it is possible some of your big spending plans can be curbed or delayed.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> dividend stock screens</p>\n<p>What do you want from a dividend stock? The most obvious answer is \"income,\" but what may be more important is that the dividend increases over time. That's how you stay ahead of inflation. Even when official inflation figures are low, your personal inflation can be considerable, depending on your circumstances. Or you may need investment income to replace part of your working income when you retire.</p>\n<p>Here's a recent list of the 30 stocks in the S&P 500 index whose dividends increased the most over the past five years . Their dividend yields may not have been very high to begin with, but if you had held them for five years, the yields on your five-year-old shares would have grown significantly.</p>\n<p>For this new screen, we took a different approach to focus more on higher current dividend yields. Beginning with the S&P Composite 1500 Index (made up of the S&P 500 , the S&P Mid Cap 400 Index <a href=\"https://laohu8.com/S/MID\">$(MID)$</a> and the S&P Small Cap 600 Index ), we started with stocks with dividend yields of at least 4.26% -- three times the 1.42% yield on 10-year U.S. Treasury notes on July 13.</p>\n<p>Then we looked at free cash flow yields. A company's free cash flow is its remaining cash flow after planned capital expenditures. It can be used to increase dividends, buy back stock, pay down debt, business expansion or fund acquisitions. A free cash flow yield that is higher than the dividend yield can provide investors with some comfort that a company is unlikely to cut its dividend and maybe be in a position to increase it.</p>\n<p>A trailing free cash flow yield can be calculated by dividing the past four quarters' free cash flow per share by the current share price. If available, consensus estimates for the next 12 months can be used to calculate a forward FCF yield. If the FCF yield is above the current dividend yield, there is free cash flow \"headroom.\" (The screen below only includes companies for which forward FCF estimates were available from FactSet.)</p>\n<p>Financial companies were excluded from the screen, as FCF yield analysis isn't appropriate for the group. Companies with fewer than five analysts polled for FactSet's estimates were also excluded. For real estate investment trusts, funds from operations (FFO) is the industry standard for gauging dividend-paying ability. So there is a separate screen for that group below.</p>\n<p>Starting with the S&P Composite 1500, here are the eight stocks that made the cut, with dividend yields of at least 4.26%, positive forward and trailing FCF \"headroom\" and no dividend cuts over the past three years, according to data provided by FactSet. The list is sorted by dividend yield:</p>\n<table>\n <tbody>\n <tr>\n <td>Company</td>\n <td>Dividend yield</td>\n <td>Forward FCF yield</td>\n <td>Forward \"headroom\"</td>\n <td>Trailing FCF yield</td>\n <td>Trailing \"headroom\"</td>\n </tr>\n <tr>\n <td>Williams Cos. Inc. WMB</td>\n <td>6.26%</td>\n <td>9.08%</td>\n <td>2.82%</td>\n <td>7.53%</td>\n <td>1.27%</td>\n </tr>\n <tr>\n <td>B&G Foods Inc. BGS</td>\n <td>6.20%</td>\n <td>11.44%</td>\n <td>5.24%</td>\n <td>11.00%</td>\n <td>4.80%</td>\n </tr>\n <tr>\n <td>Kinder Morgan Inc. Class P KMI</td>\n <td>5.91%</td>\n <td>9.86%</td>\n <td>3.95%</td>\n <td>9.98%</td>\n <td>4.07%</td>\n </tr>\n <tr>\n <td>H&R Block Inc. HRB</td>\n <td>4.57%</td>\n <td>14.83%</td>\n <td>10.25%</td>\n <td>13.28%</td>\n <td>8.71%</td>\n </tr>\n <tr>\n <td>Verizon Communications Inc. VZ</td>\n <td>4.47%</td>\n <td>7.84%</td>\n <td>3.37%</td>\n <td>10.86%</td>\n <td>6.38%</td>\n </tr>\n <tr>\n <td>Dow Inc. DOW</td>\n <td>4.47%</td>\n <td>9.66%</td>\n <td>5.19%</td>\n <td>7.64%</td>\n <td>3.18%</td>\n </tr>\n <tr>\n <td>LyondellBasell Industries NV LYB</td>\n <td>4.43%</td>\n <td>10.82%</td>\n <td>6.39%</td>\n <td>5.30%</td>\n <td>0.87%</td>\n </tr>\n <tr>\n <td>AbbVie Inc. ABBV</td>\n <td>4.41%</td>\n <td>10.19%</td>\n <td>5.77%</td>\n <td>8.61%</td>\n <td>4.20%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>Click on the tickers for more about each company, including news, business profiles, price ratios and ratings.</p>\n<p>In case you are wondering about AT&T Inc. <a href=\"https://laohu8.com/S/T\">$(T)$</a> -- known for its high dividend yield over the long term -- the company hasn't yet announced a dividend cut but said in March that as part of its plan to divest its WarnerMedia properties, it was going to \"resize \" the dividend, taking it down to a payout ratio of about 40% to 43% of free cash flow.</p>\n<p>We don't have the figures to predict how high the slimmed-down company's dividend might be after AT&T's deals are completed, but the yield on the shares as of the close on July 13 was 7.36%, while its forward FCF yield was 11.79%. Ordinarily that would appear to be plenty of headroom to support the dividend. But it implies a payout ratio of 62%, which is much higher than the ratio of the current yield to the forward FCF yield.</p>\n<p>REITs</p>\n<p>For a second screen of real estate investment trusts, we used funds from operations (FFO) instead of free cash flow. FFO adds depreciation on real estate to earnings and nets out gains or losses on the sale of property. Here are the 10 highest-yielding REITs in the S&P Composite 1500 with positive forward and trailing FFO \"headroom\" and no dividend cuts over the past three years, according to data provided by FactSet:</p>\n<table>\n <tbody>\n <tr>\n <td>REIT</td>\n <td>Dividend yield</td>\n <td>Forward FFO yield</td>\n <td>Forward \"headroom\"</td>\n <td>Trailing FFO yield</td>\n <td>Trailing \"headroom\"</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/OHI\">Omega Healthcare Investors</a> Inc. OHI</td>\n <td>7.27%</td>\n <td>9.08%</td>\n <td>1.81%</td>\n <td>8.93%</td>\n <td>1.65%</td>\n </tr>\n <tr>\n <td>LTC Properties Inc. LTC</td>\n <td>5.88%</td>\n <td>7.00%</td>\n <td>1.12%</td>\n <td>5.91%</td>\n <td>0.03%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/MPW\">Medical Properties Trust</a> Inc. MPW</td>\n <td>5.58%</td>\n <td>8.91%</td>\n <td>3.33%</td>\n <td>8.07%</td>\n <td>2.49%</td>\n </tr>\n <tr>\n <td>Brandywine Realty Trust BDN</td>\n <td>5.44%</td>\n <td>9.98%</td>\n <td>4.55%</td>\n <td>10.01%</td>\n <td>4.58%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/DOC\">Physicians Realty Trust</a> DOC</td>\n <td>4.99%</td>\n <td>6.02%</td>\n <td>1.03%</td>\n <td>5.75%</td>\n <td>0.76%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/ILPT\">Industrial Logistics Properties Trust</a></td>\n <td>4.97%</td>\n <td>7.10%</td>\n <td>2.14%</td>\n <td>7.00%</td>\n <td>2.03%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/GTY\">Getty Realty Corp</a>. GTY</td>\n <td>4.91%</td>\n <td>6.16%</td>\n <td>1.26%</td>\n <td>7.14%</td>\n <td>2.23%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/DEA\">Easterly Government Properties Inc</a>. DEA</td>\n <td>4.83%</td>\n <td>6.14%</td>\n <td>1.31%</td>\n <td>5.95%</td>\n <td>1.12%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/SLG\">SL Green Realty Corp</a>. SLG</td>\n <td>4.71%</td>\n <td>8.73%</td>\n <td>4.03%</td>\n <td>8.89%</td>\n <td>4.18%</td>\n </tr>\n <tr>\n <td><a href=\"https://laohu8.com/S/CTRE\">CareTrust REIT Inc.</a> CTRE</td>\n <td>4.48%</td>\n <td>6.49%</td>\n <td>2.00%</td>\n <td>5.92%</td>\n <td>1.44%</td>\n </tr>\n <tr>\n <td>Source: FactSet</td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n <td></td>\n </tr>\n </tbody>\n</table>\n<p>As always, you should do your own research before considering any stock for investment. For the REITs, it is especially important to consider a company's investment focus. Whether it is retail, office property, health-care property or another area, each has its own opportunities and challenges.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"美国电话电报","ABBV":"艾伯维公司","VZ":"威瑞森","TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc.","KMI":"金德尔摩根","WMB":"威廉姆斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151751740","content_text":"These stocks have dividend yields that are at least three times as high as the yields on 10-year U.S. Treasury notes.\n\nHow can you avoid inflation, or at least make up for it?\nConsumers and investors may be alarmed by rising prices. But a combination of prudent spending and investing can help these overlapping groups of people get through a period of uncertainty brought about by pent-up demand and supply shortages.\nBelow are two lists of 19 dividend stocks with attractive yields -- companies that are expected to have plenty of cash flow to cover dividend increases or other actions that may be good for shareholders, including stock repurchases and business expansion.\nThe consumer price index rose by 0.9% in only one month . It's easy to say that you shouldn't buy a car or truck this year. The incredible demand for used vehicles has led to a shortage for many of the most popular new ones, which means dealers will be less likely to haggle.\nOf course you might be in a pickle and need to get another car or truck at the worst time, but maybe you can make a modest selection this time. You might also delay a plan to sell your home and move into a bigger one, considering that every other national housing boom you have ever witnessed has eventually cooled. In other words, it is possible some of your big spending plans can be curbed or delayed.\nTwo dividend stock screens\nWhat do you want from a dividend stock? The most obvious answer is \"income,\" but what may be more important is that the dividend increases over time. That's how you stay ahead of inflation. Even when official inflation figures are low, your personal inflation can be considerable, depending on your circumstances. Or you may need investment income to replace part of your working income when you retire.\nHere's a recent list of the 30 stocks in the S&P 500 index whose dividends increased the most over the past five years . Their dividend yields may not have been very high to begin with, but if you had held them for five years, the yields on your five-year-old shares would have grown significantly.\nFor this new screen, we took a different approach to focus more on higher current dividend yields. Beginning with the S&P Composite 1500 Index (made up of the S&P 500 , the S&P Mid Cap 400 Index $(MID)$ and the S&P Small Cap 600 Index ), we started with stocks with dividend yields of at least 4.26% -- three times the 1.42% yield on 10-year U.S. Treasury notes on July 13.\nThen we looked at free cash flow yields. A company's free cash flow is its remaining cash flow after planned capital expenditures. It can be used to increase dividends, buy back stock, pay down debt, business expansion or fund acquisitions. A free cash flow yield that is higher than the dividend yield can provide investors with some comfort that a company is unlikely to cut its dividend and maybe be in a position to increase it.\nA trailing free cash flow yield can be calculated by dividing the past four quarters' free cash flow per share by the current share price. If available, consensus estimates for the next 12 months can be used to calculate a forward FCF yield. If the FCF yield is above the current dividend yield, there is free cash flow \"headroom.\" (The screen below only includes companies for which forward FCF estimates were available from FactSet.)\nFinancial companies were excluded from the screen, as FCF yield analysis isn't appropriate for the group. Companies with fewer than five analysts polled for FactSet's estimates were also excluded. For real estate investment trusts, funds from operations (FFO) is the industry standard for gauging dividend-paying ability. So there is a separate screen for that group below.\nStarting with the S&P Composite 1500, here are the eight stocks that made the cut, with dividend yields of at least 4.26%, positive forward and trailing FCF \"headroom\" and no dividend cuts over the past three years, according to data provided by FactSet. The list is sorted by dividend yield:\n\n\n\nCompany\nDividend yield\nForward FCF yield\nForward \"headroom\"\nTrailing FCF yield\nTrailing \"headroom\"\n\n\nWilliams Cos. Inc. WMB\n6.26%\n9.08%\n2.82%\n7.53%\n1.27%\n\n\nB&G Foods Inc. BGS\n6.20%\n11.44%\n5.24%\n11.00%\n4.80%\n\n\nKinder Morgan Inc. Class P KMI\n5.91%\n9.86%\n3.95%\n9.98%\n4.07%\n\n\nH&R Block Inc. HRB\n4.57%\n14.83%\n10.25%\n13.28%\n8.71%\n\n\nVerizon Communications Inc. VZ\n4.47%\n7.84%\n3.37%\n10.86%\n6.38%\n\n\nDow Inc. DOW\n4.47%\n9.66%\n5.19%\n7.64%\n3.18%\n\n\nLyondellBasell Industries NV LYB\n4.43%\n10.82%\n6.39%\n5.30%\n0.87%\n\n\nAbbVie Inc. ABBV\n4.41%\n10.19%\n5.77%\n8.61%\n4.20%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nClick on the tickers for more about each company, including news, business profiles, price ratios and ratings.\nIn case you are wondering about AT&T Inc. $(T)$ -- known for its high dividend yield over the long term -- the company hasn't yet announced a dividend cut but said in March that as part of its plan to divest its WarnerMedia properties, it was going to \"resize \" the dividend, taking it down to a payout ratio of about 40% to 43% of free cash flow.\nWe don't have the figures to predict how high the slimmed-down company's dividend might be after AT&T's deals are completed, but the yield on the shares as of the close on July 13 was 7.36%, while its forward FCF yield was 11.79%. Ordinarily that would appear to be plenty of headroom to support the dividend. But it implies a payout ratio of 62%, which is much higher than the ratio of the current yield to the forward FCF yield.\nREITs\nFor a second screen of real estate investment trusts, we used funds from operations (FFO) instead of free cash flow. FFO adds depreciation on real estate to earnings and nets out gains or losses on the sale of property. Here are the 10 highest-yielding REITs in the S&P Composite 1500 with positive forward and trailing FFO \"headroom\" and no dividend cuts over the past three years, according to data provided by FactSet:\n\n\n\nREIT\nDividend yield\nForward FFO yield\nForward \"headroom\"\nTrailing FFO yield\nTrailing \"headroom\"\n\n\nOmega Healthcare Investors Inc. OHI\n7.27%\n9.08%\n1.81%\n8.93%\n1.65%\n\n\nLTC Properties Inc. LTC\n5.88%\n7.00%\n1.12%\n5.91%\n0.03%\n\n\nMedical Properties Trust Inc. MPW\n5.58%\n8.91%\n3.33%\n8.07%\n2.49%\n\n\nBrandywine Realty Trust BDN\n5.44%\n9.98%\n4.55%\n10.01%\n4.58%\n\n\nPhysicians Realty Trust DOC\n4.99%\n6.02%\n1.03%\n5.75%\n0.76%\n\n\nIndustrial Logistics Properties Trust\n4.97%\n7.10%\n2.14%\n7.00%\n2.03%\n\n\nGetty Realty Corp. GTY\n4.91%\n6.16%\n1.26%\n7.14%\n2.23%\n\n\nEasterly Government Properties Inc. DEA\n4.83%\n6.14%\n1.31%\n5.95%\n1.12%\n\n\nSL Green Realty Corp. SLG\n4.71%\n8.73%\n4.03%\n8.89%\n4.18%\n\n\nCareTrust REIT Inc. CTRE\n4.48%\n6.49%\n2.00%\n5.92%\n1.44%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nAs always, you should do your own research before considering any stock for investment. For the REITs, it is especially important to consider a company's investment focus. Whether it is retail, office property, health-care property or another area, each has its own opportunities and challenges.","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128507656,"gmtCreate":1624522197875,"gmtModify":1703839209621,"author":{"id":"3568100606939801","authorId":"3568100606939801","name":"dreamzspl","avatar":"https://static.tigerbbs.com/ae03e92a5b3cd75f4fc4624c4ee1b02b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568100606939801","authorIdStr":"3568100606939801"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128507656","repostId":"1182818110","repostType":4,"repost":{"id":"1182818110","kind":"news","pubTimestamp":1624504323,"share":"https://ttm.financial/m/news/1182818110?lang=&edition=fundamental","pubTime":"2021-06-24 11:12","market":"us","language":"en","title":"This Bull Is Far From Over: 3 Undervalued Blue Chip Dividend Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1182818110","media":"seekingalpha","summary":"Summary\n\nThe Fed jolted investors last week, before Powell backpedalled to reassure everyone.\nThis s","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Fed jolted investors last week, before Powell backpedalled to reassure everyone.</li>\n <li>This shows just how difficult it will be for the Fed to actually rein in the economy.</li>\n <li>Some value names are once again on our \"buy list\". Here are three great ones.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>On a recent Bloomberg video call, Ray Dalio suggested that the Fed will have a lot of trouble doing any rate hike without having significantly adverse effects on stocks.</p>\n<p>Following the Fed meeting last week, the news that rates might be raised in two years rather than three gave the markets a jolt, as the message was interpreted as hawkish by the investing community.</p>\n<p>This caused Jerome Powell to backpedal, reminding everyone of his favorite word: \"transitory\". It was important that he once again reminded everyone that inflation would head back to 2%, and that nobody needs to worry.</p>\n<p>He did cover his 6 however,stating:</p>\n<blockquote>\n <i>We have to be very humble about our ability to really try to draw a signal out of it [...] It might take some patience to really see what’s happening.</i>\n</blockquote>\n<blockquote>\n Larry Summers had adifferent take on it: \n <i>I don't think the arithmetic is terribly difficult.</i>\n</blockquote>\n<blockquote>\n <i> You're looking at an average GDP gap deficit to potential GDP of 2%, and we're looking at a 14% of GDP fiscal stimulus. [...] The important question is whether there is 6 points of transitory inflation or 2 points of transitory inflation.</i>\n</blockquote>\n<p>This idea is very important. Rather than asking whether inflation is transitory or not, we should be asking how much of it is transitory.</p>\n<p>And this is where the risk currently lies. While the S&P 500 (SPY) performed a roundtrip from 4250 to 4250 with a 90 point drop in between, a lot of the more cyclical stocks took a hit which put them back in our \"Buy List\".</p>\n<p>Our take is that the Fed is realizing that it can't really increase rates without causing ruckus in markets.</p>\n<p>When you add this to the fact that they might not have any choice but to keep printing money to buy bonds as the supply of bonds might overshoot the demand of these from foreign countries who already hold lots of US debt and show limited interest in purchasing the debt at negative real interest rates. This is according to Ray Dalio in the same call with Larry Summers mentioned above.</p>\n<p>The risk of monetary inflation is very real. The likelihood of demand to continue increasing dramatically as money stored in financial markets hits the economy is also very high.</p>\n<p>What we've learned in investing, is that investors are too eager to wrap up a trade and move on to the \"next thing\". Many times, this is shortsighted, as even when the train has left the station, there is a lot of track left ahead.</p>\n<p>This is one of these situations.</p>\n<p>Valuations in high quality blue chips which are sensitive to the economy reopening are still so far from pre-Covid levels.</p>\n<p>The fact that they are taking a breather doesn't detract from their ultimate destination, which is a lot higher.</p>\n<p>In this article I highlight 3 such stocks.</p>\n<p>Plus in the meantime you get to sleep well at night, knowing that they offer a great combination of dividend yield and dividend growth.</p>\n<p>Heads you win, tails you win more.</p>\n<p><b>IBM (IBM)</b></p>\n<p>While IBM has increased from our latest mention of it in a public article, when we were purchasing the stock at a 5%+ yield, it still hovers just below our target \"Buy Below\" price of $150, courtesy of a small pull back last week.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a8abbcb78d88ebe9b82eb258078cd4c\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>Dividend growth has come to a stand still, and while we loaded up lower, it is still a great opportunity.</p>\n<p>The real value lies in the fact that investors are not pricing Krishna's operational excellence since taking over.</p>\n<p>IBM stunned investors with its Q1 results. Fellow author Virginia Backaitis states in her excellent articleanalyzing IBM'soperations:</p>\n<blockquote>\n <i>I like how Krishna is thinking, and I like former Red Hat CEO Jim Whitehurst at his side. They are making purchases that align with IBM's strategy which hasn't always been the case at the company. The product lines that IBM is selling off now are smart choices... and they have others left to sell (but maybe there isn't a buyer).</i>\n</blockquote>\n<p>This value will likely be realized following the spin-off of the legacy business into an entity which will benamed kyndryl.</p>\n<p>Investors will likely be left with a high yield managed infrastructure business, and a low yield high growth cloud stock.</p>\n<p>When it happens, we'll decide which of both we'll hold onto, but we're quite confident that the two pieces will be worth than the sum of the part.</p>\n<p>And while you wait for this, you still get paid 4.5% by a super safe Blue Chip stock, which has the pricing power to fight inflation.</p>\n<p><b>KeyCorp (KEY)</b></p>\n<p>One thing the last round of stress tests showed, was that US banks are resilient, and well capitalized. Yet last week they took a hit after the fed meeting. This week stress tests will be released, and most large banks are expected to do really well.</p>\n<p>After that, dividend increases will come in July as banks are eager to start returning wealth to shareholders.</p>\n<p>Keycorp is no exception. For an analysis of KEY's earnings development you can read Sheen Bay Research'sarticleon the stock.</p>\n<p>Where I differ from his opinion is on the question of the dividend. While he doesn't expect a dividend hike, I expect all major banks to compete in their dividend increases.</p>\n<p>What investors must not forget is that in 2008 KEY paid a dividend of $0.38 per quarter, or double the current dividend.</p>\n<p>Since then, the company has been slowly redeeming itself, increasing the dividend every year.</p>\n<p>The pandemic restrictions stopped KEY in their tracks.</p>\n<p>A look at our MAD Chart shows how eager the bank was at returning capital to shareholders in the past 10 years. Each time the dividend increases, the inferred value ranges shown on the MAD chart goes up.</p>\n<p>In the past 10 years the dividend grew at 20% per annum, the rate dropped to 15% in the past 5 years, hindered by 0 growth last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce032ffe59e73db2d6a1e09b4ff723b4\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>I believe that a 10-15% increase is very likely this year.</p>\n<p>In this event, KEY's current yield of 3.6% would effectively become a 4% yield.</p>\n<p>But to get fantastic income from KEY, you don't even need that much growth.</p>\n<p>At a 3.6% yield, if you can get 7.5% annual dividend growth you get a fantastic income opportunity.</p>\n<p>Let's look at a simulation.</p>\n<p>Let's suggest a $10K investment in KEY, with dividends reinvested and dividend growth of 7.5% per annum.</p>\n<p>In year 10, you'd expect $1,004 of income, or 10% of your original investment, which is our threshold for a \"great\" income opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96c24e62697eb475528e1b9f04686a12\" tg-width=\"615\" tg-height=\"240\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>In our mind there is no way that KEY doesn't grow at this rate, which would suggest hitting its pre 2008 dividend in 10 years.</p>\n<p>As such we believe KEY to be a great pick for income investors. As KEY's dividend growth is on the back of growth in earnings and tangible book value per share, there is no doubt in our mind that sooner or later, the price will catch up with the higher income. The fed stress tests might be the catalyst banks need to move higher.</p>\n<p>In the meantime get paid to wait.</p>\n<p><b>Chevron (CVX)</b></p>\n<p>Chevron is another stock which is hovering just below our target \"Buy Below\" price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/100902df9308eeb7576e22704f403240\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>We're surprised that the oil trade is taking so long to play out. In late 2015, early 2016, the recovery to historically normal yields was a lot faster.</p>\n<p>Yet CVX still yields 5%, after proving its resilience, superior balance sheet and increasing the dividend by 4% this year, sustaining their history of higher dividends every year for the past three decades.</p>\n<p>Consider the following slide from their latestearnings call:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b49cefbd9ee55c299d2b3a03211a3b6b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Earnings Call.</span></p>\n<p>At $40 brent, the dividend is covered with a little extra debt. As the energy major with the best balance sheet, it can afford this. At $60 brent, there would be excess cash above $25bn, or enough to fund the dividend for two and a half years.</p>\n<p>Brent is currently above $70. The longer it stays above that level, the higher the likelihood that CVX will actually have the excess cash suggested in the latter scenario.</p>\n<p>Back in August last year we suggested that you'll belaughing your wayto the bank with CVX's 6% yield.</p>\n<p>Since then, CVX has marginally beaten the S&P 500, but is far from over.</p>\n<p>In the past 10 years CVX has yielded a median 3.86%. Its forward outlook is arguably better now than it was in much of the past decade, which had the energy market dealing with endemic oversupply. With underinvestment, the opposite is likely to be true in upcoming years.</p>\n<p>If anything CVX should gravitate back towards its median yield which suggests further upside of 20%, much of which we expect will be realized in the latter half of 2021.</p>\n<p>If you simulate a $10K investment in CVX assuming a 5% yield and 4% dividend growth, and reinvest dividends, then in year 10 you'd expect $1,154 in dividends of which $409 is expected to come from dividend reinvestments.</p>\n<p>This equates to 11.54% of the initial investment, making CVX also an excellent income opportunity at current prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53e365890df23b4af31565c7b170c14f\" tg-width=\"615\" tg-height=\"240\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p><b>Conclusion</b></p>\n<p>As long term dividend investors, we're always eager to get top companies at great valuations. The fed meeting changed nothing to the reopening trade. If anything it gave them a warning that even the slightest hint of a rate increase would be interpreted as hawkish, which will likely have the consequence of them acting later than they should, which exacerbates the likelihood of the value trade continuing.</p>\n<p>Don't confuse the market taking a breather with the end of the trade.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Bull Is Far From Over: 3 Undervalued Blue Chip Dividend Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Bull Is Far From Over: 3 Undervalued Blue Chip Dividend Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 11:12 GMT+8 <a href=https://seekingalpha.com/article/4436276-this-bull-is-far-from-over-3-undervalued-blue-chip-dividend-buys><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Fed jolted investors last week, before Powell backpedalled to reassure everyone.\nThis shows just how difficult it will be for the Fed to actually rein in the economy.\nSome value names are...</p>\n\n<a href=\"https://seekingalpha.com/article/4436276-this-bull-is-far-from-over-3-undervalued-blue-chip-dividend-buys\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KEY":"KeyCorp","IBM":"IBM","CVX":"雪佛龙"},"source_url":"https://seekingalpha.com/article/4436276-this-bull-is-far-from-over-3-undervalued-blue-chip-dividend-buys","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1182818110","content_text":"Summary\n\nThe Fed jolted investors last week, before Powell backpedalled to reassure everyone.\nThis shows just how difficult it will be for the Fed to actually rein in the economy.\nSome value names are once again on our \"buy list\". Here are three great ones.\n\nIntroduction\nOn a recent Bloomberg video call, Ray Dalio suggested that the Fed will have a lot of trouble doing any rate hike without having significantly adverse effects on stocks.\nFollowing the Fed meeting last week, the news that rates might be raised in two years rather than three gave the markets a jolt, as the message was interpreted as hawkish by the investing community.\nThis caused Jerome Powell to backpedal, reminding everyone of his favorite word: \"transitory\". It was important that he once again reminded everyone that inflation would head back to 2%, and that nobody needs to worry.\nHe did cover his 6 however,stating:\n\nWe have to be very humble about our ability to really try to draw a signal out of it [...] It might take some patience to really see what’s happening.\n\n\n Larry Summers had adifferent take on it: \n I don't think the arithmetic is terribly difficult.\n\n\n You're looking at an average GDP gap deficit to potential GDP of 2%, and we're looking at a 14% of GDP fiscal stimulus. [...] The important question is whether there is 6 points of transitory inflation or 2 points of transitory inflation.\n\nThis idea is very important. Rather than asking whether inflation is transitory or not, we should be asking how much of it is transitory.\nAnd this is where the risk currently lies. While the S&P 500 (SPY) performed a roundtrip from 4250 to 4250 with a 90 point drop in between, a lot of the more cyclical stocks took a hit which put them back in our \"Buy List\".\nOur take is that the Fed is realizing that it can't really increase rates without causing ruckus in markets.\nWhen you add this to the fact that they might not have any choice but to keep printing money to buy bonds as the supply of bonds might overshoot the demand of these from foreign countries who already hold lots of US debt and show limited interest in purchasing the debt at negative real interest rates. This is according to Ray Dalio in the same call with Larry Summers mentioned above.\nThe risk of monetary inflation is very real. The likelihood of demand to continue increasing dramatically as money stored in financial markets hits the economy is also very high.\nWhat we've learned in investing, is that investors are too eager to wrap up a trade and move on to the \"next thing\". Many times, this is shortsighted, as even when the train has left the station, there is a lot of track left ahead.\nThis is one of these situations.\nValuations in high quality blue chips which are sensitive to the economy reopening are still so far from pre-Covid levels.\nThe fact that they are taking a breather doesn't detract from their ultimate destination, which is a lot higher.\nIn this article I highlight 3 such stocks.\nPlus in the meantime you get to sleep well at night, knowing that they offer a great combination of dividend yield and dividend growth.\nHeads you win, tails you win more.\nIBM (IBM)\nWhile IBM has increased from our latest mention of it in a public article, when we were purchasing the stock at a 5%+ yield, it still hovers just below our target \"Buy Below\" price of $150, courtesy of a small pull back last week.\nSource: Dividend Freedom Tribe.\nDividend growth has come to a stand still, and while we loaded up lower, it is still a great opportunity.\nThe real value lies in the fact that investors are not pricing Krishna's operational excellence since taking over.\nIBM stunned investors with its Q1 results. Fellow author Virginia Backaitis states in her excellent articleanalyzing IBM'soperations:\n\nI like how Krishna is thinking, and I like former Red Hat CEO Jim Whitehurst at his side. They are making purchases that align with IBM's strategy which hasn't always been the case at the company. The product lines that IBM is selling off now are smart choices... and they have others left to sell (but maybe there isn't a buyer).\n\nThis value will likely be realized following the spin-off of the legacy business into an entity which will benamed kyndryl.\nInvestors will likely be left with a high yield managed infrastructure business, and a low yield high growth cloud stock.\nWhen it happens, we'll decide which of both we'll hold onto, but we're quite confident that the two pieces will be worth than the sum of the part.\nAnd while you wait for this, you still get paid 4.5% by a super safe Blue Chip stock, which has the pricing power to fight inflation.\nKeyCorp (KEY)\nOne thing the last round of stress tests showed, was that US banks are resilient, and well capitalized. Yet last week they took a hit after the fed meeting. This week stress tests will be released, and most large banks are expected to do really well.\nAfter that, dividend increases will come in July as banks are eager to start returning wealth to shareholders.\nKeycorp is no exception. For an analysis of KEY's earnings development you can read Sheen Bay Research'sarticleon the stock.\nWhere I differ from his opinion is on the question of the dividend. While he doesn't expect a dividend hike, I expect all major banks to compete in their dividend increases.\nWhat investors must not forget is that in 2008 KEY paid a dividend of $0.38 per quarter, or double the current dividend.\nSince then, the company has been slowly redeeming itself, increasing the dividend every year.\nThe pandemic restrictions stopped KEY in their tracks.\nA look at our MAD Chart shows how eager the bank was at returning capital to shareholders in the past 10 years. Each time the dividend increases, the inferred value ranges shown on the MAD chart goes up.\nIn the past 10 years the dividend grew at 20% per annum, the rate dropped to 15% in the past 5 years, hindered by 0 growth last year.\nSource: Dividend Freedom Tribe.\nI believe that a 10-15% increase is very likely this year.\nIn this event, KEY's current yield of 3.6% would effectively become a 4% yield.\nBut to get fantastic income from KEY, you don't even need that much growth.\nAt a 3.6% yield, if you can get 7.5% annual dividend growth you get a fantastic income opportunity.\nLet's look at a simulation.\nLet's suggest a $10K investment in KEY, with dividends reinvested and dividend growth of 7.5% per annum.\nIn year 10, you'd expect $1,004 of income, or 10% of your original investment, which is our threshold for a \"great\" income opportunity.\nSource: Dividend Freedom Tribe.\nIn our mind there is no way that KEY doesn't grow at this rate, which would suggest hitting its pre 2008 dividend in 10 years.\nAs such we believe KEY to be a great pick for income investors. As KEY's dividend growth is on the back of growth in earnings and tangible book value per share, there is no doubt in our mind that sooner or later, the price will catch up with the higher income. The fed stress tests might be the catalyst banks need to move higher.\nIn the meantime get paid to wait.\nChevron (CVX)\nChevron is another stock which is hovering just below our target \"Buy Below\" price.\nSource: Dividend Freedom Tribe.\nWe're surprised that the oil trade is taking so long to play out. In late 2015, early 2016, the recovery to historically normal yields was a lot faster.\nYet CVX still yields 5%, after proving its resilience, superior balance sheet and increasing the dividend by 4% this year, sustaining their history of higher dividends every year for the past three decades.\nConsider the following slide from their latestearnings call:\nSource: Earnings Call.\nAt $40 brent, the dividend is covered with a little extra debt. As the energy major with the best balance sheet, it can afford this. At $60 brent, there would be excess cash above $25bn, or enough to fund the dividend for two and a half years.\nBrent is currently above $70. The longer it stays above that level, the higher the likelihood that CVX will actually have the excess cash suggested in the latter scenario.\nBack in August last year we suggested that you'll belaughing your wayto the bank with CVX's 6% yield.\nSince then, CVX has marginally beaten the S&P 500, but is far from over.\nIn the past 10 years CVX has yielded a median 3.86%. Its forward outlook is arguably better now than it was in much of the past decade, which had the energy market dealing with endemic oversupply. With underinvestment, the opposite is likely to be true in upcoming years.\nIf anything CVX should gravitate back towards its median yield which suggests further upside of 20%, much of which we expect will be realized in the latter half of 2021.\nIf you simulate a $10K investment in CVX assuming a 5% yield and 4% dividend growth, and reinvest dividends, then in year 10 you'd expect $1,154 in dividends of which $409 is expected to come from dividend reinvestments.\nThis equates to 11.54% of the initial investment, making CVX also an excellent income opportunity at current prices.\nSource: Dividend Freedom Tribe.\nConclusion\nAs long term dividend investors, we're always eager to get top companies at great valuations. The fed meeting changed nothing to the reopening trade. If anything it gave them a warning that even the slightest hint of a rate increase would be interpreted as hawkish, which will likely have the consequence of them acting later than they should, which exacerbates the likelihood of the value trade continuing.\nDon't confuse the market taking a breather with the end of the trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":147049863,"gmtCreate":1626322878052,"gmtModify":1703757880156,"author":{"id":"3568100606939801","authorId":"3568100606939801","name":"dreamzspl","avatar":"https://static.tigerbbs.com/ae03e92a5b3cd75f4fc4624c4ee1b02b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568100606939801","authorIdStr":"3568100606939801"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147049863","repostId":"2151751740","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128507656,"gmtCreate":1624522197875,"gmtModify":1703839209621,"author":{"id":"3568100606939801","authorId":"3568100606939801","name":"dreamzspl","avatar":"https://static.tigerbbs.com/ae03e92a5b3cd75f4fc4624c4ee1b02b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568100606939801","authorIdStr":"3568100606939801"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128507656","repostId":"1182818110","repostType":4,"repost":{"id":"1182818110","kind":"news","pubTimestamp":1624504323,"share":"https://ttm.financial/m/news/1182818110?lang=&edition=fundamental","pubTime":"2021-06-24 11:12","market":"us","language":"en","title":"This Bull Is Far From Over: 3 Undervalued Blue Chip Dividend Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=1182818110","media":"seekingalpha","summary":"Summary\n\nThe Fed jolted investors last week, before Powell backpedalled to reassure everyone.\nThis s","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Fed jolted investors last week, before Powell backpedalled to reassure everyone.</li>\n <li>This shows just how difficult it will be for the Fed to actually rein in the economy.</li>\n <li>Some value names are once again on our \"buy list\". Here are three great ones.</li>\n</ul>\n<p><b>Introduction</b></p>\n<p>On a recent Bloomberg video call, Ray Dalio suggested that the Fed will have a lot of trouble doing any rate hike without having significantly adverse effects on stocks.</p>\n<p>Following the Fed meeting last week, the news that rates might be raised in two years rather than three gave the markets a jolt, as the message was interpreted as hawkish by the investing community.</p>\n<p>This caused Jerome Powell to backpedal, reminding everyone of his favorite word: \"transitory\". It was important that he once again reminded everyone that inflation would head back to 2%, and that nobody needs to worry.</p>\n<p>He did cover his 6 however,stating:</p>\n<blockquote>\n <i>We have to be very humble about our ability to really try to draw a signal out of it [...] It might take some patience to really see what’s happening.</i>\n</blockquote>\n<blockquote>\n Larry Summers had adifferent take on it: \n <i>I don't think the arithmetic is terribly difficult.</i>\n</blockquote>\n<blockquote>\n <i> You're looking at an average GDP gap deficit to potential GDP of 2%, and we're looking at a 14% of GDP fiscal stimulus. [...] The important question is whether there is 6 points of transitory inflation or 2 points of transitory inflation.</i>\n</blockquote>\n<p>This idea is very important. Rather than asking whether inflation is transitory or not, we should be asking how much of it is transitory.</p>\n<p>And this is where the risk currently lies. While the S&P 500 (SPY) performed a roundtrip from 4250 to 4250 with a 90 point drop in between, a lot of the more cyclical stocks took a hit which put them back in our \"Buy List\".</p>\n<p>Our take is that the Fed is realizing that it can't really increase rates without causing ruckus in markets.</p>\n<p>When you add this to the fact that they might not have any choice but to keep printing money to buy bonds as the supply of bonds might overshoot the demand of these from foreign countries who already hold lots of US debt and show limited interest in purchasing the debt at negative real interest rates. This is according to Ray Dalio in the same call with Larry Summers mentioned above.</p>\n<p>The risk of monetary inflation is very real. The likelihood of demand to continue increasing dramatically as money stored in financial markets hits the economy is also very high.</p>\n<p>What we've learned in investing, is that investors are too eager to wrap up a trade and move on to the \"next thing\". Many times, this is shortsighted, as even when the train has left the station, there is a lot of track left ahead.</p>\n<p>This is one of these situations.</p>\n<p>Valuations in high quality blue chips which are sensitive to the economy reopening are still so far from pre-Covid levels.</p>\n<p>The fact that they are taking a breather doesn't detract from their ultimate destination, which is a lot higher.</p>\n<p>In this article I highlight 3 such stocks.</p>\n<p>Plus in the meantime you get to sleep well at night, knowing that they offer a great combination of dividend yield and dividend growth.</p>\n<p>Heads you win, tails you win more.</p>\n<p><b>IBM (IBM)</b></p>\n<p>While IBM has increased from our latest mention of it in a public article, when we were purchasing the stock at a 5%+ yield, it still hovers just below our target \"Buy Below\" price of $150, courtesy of a small pull back last week.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a8abbcb78d88ebe9b82eb258078cd4c\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>Dividend growth has come to a stand still, and while we loaded up lower, it is still a great opportunity.</p>\n<p>The real value lies in the fact that investors are not pricing Krishna's operational excellence since taking over.</p>\n<p>IBM stunned investors with its Q1 results. Fellow author Virginia Backaitis states in her excellent articleanalyzing IBM'soperations:</p>\n<blockquote>\n <i>I like how Krishna is thinking, and I like former Red Hat CEO Jim Whitehurst at his side. They are making purchases that align with IBM's strategy which hasn't always been the case at the company. The product lines that IBM is selling off now are smart choices... and they have others left to sell (but maybe there isn't a buyer).</i>\n</blockquote>\n<p>This value will likely be realized following the spin-off of the legacy business into an entity which will benamed kyndryl.</p>\n<p>Investors will likely be left with a high yield managed infrastructure business, and a low yield high growth cloud stock.</p>\n<p>When it happens, we'll decide which of both we'll hold onto, but we're quite confident that the two pieces will be worth than the sum of the part.</p>\n<p>And while you wait for this, you still get paid 4.5% by a super safe Blue Chip stock, which has the pricing power to fight inflation.</p>\n<p><b>KeyCorp (KEY)</b></p>\n<p>One thing the last round of stress tests showed, was that US banks are resilient, and well capitalized. Yet last week they took a hit after the fed meeting. This week stress tests will be released, and most large banks are expected to do really well.</p>\n<p>After that, dividend increases will come in July as banks are eager to start returning wealth to shareholders.</p>\n<p>Keycorp is no exception. For an analysis of KEY's earnings development you can read Sheen Bay Research'sarticleon the stock.</p>\n<p>Where I differ from his opinion is on the question of the dividend. While he doesn't expect a dividend hike, I expect all major banks to compete in their dividend increases.</p>\n<p>What investors must not forget is that in 2008 KEY paid a dividend of $0.38 per quarter, or double the current dividend.</p>\n<p>Since then, the company has been slowly redeeming itself, increasing the dividend every year.</p>\n<p>The pandemic restrictions stopped KEY in their tracks.</p>\n<p>A look at our MAD Chart shows how eager the bank was at returning capital to shareholders in the past 10 years. Each time the dividend increases, the inferred value ranges shown on the MAD chart goes up.</p>\n<p>In the past 10 years the dividend grew at 20% per annum, the rate dropped to 15% in the past 5 years, hindered by 0 growth last year.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce032ffe59e73db2d6a1e09b4ff723b4\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>I believe that a 10-15% increase is very likely this year.</p>\n<p>In this event, KEY's current yield of 3.6% would effectively become a 4% yield.</p>\n<p>But to get fantastic income from KEY, you don't even need that much growth.</p>\n<p>At a 3.6% yield, if you can get 7.5% annual dividend growth you get a fantastic income opportunity.</p>\n<p>Let's look at a simulation.</p>\n<p>Let's suggest a $10K investment in KEY, with dividends reinvested and dividend growth of 7.5% per annum.</p>\n<p>In year 10, you'd expect $1,004 of income, or 10% of your original investment, which is our threshold for a \"great\" income opportunity.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96c24e62697eb475528e1b9f04686a12\" tg-width=\"615\" tg-height=\"240\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>In our mind there is no way that KEY doesn't grow at this rate, which would suggest hitting its pre 2008 dividend in 10 years.</p>\n<p>As such we believe KEY to be a great pick for income investors. As KEY's dividend growth is on the back of growth in earnings and tangible book value per share, there is no doubt in our mind that sooner or later, the price will catch up with the higher income. The fed stress tests might be the catalyst banks need to move higher.</p>\n<p>In the meantime get paid to wait.</p>\n<p><b>Chevron (CVX)</b></p>\n<p>Chevron is another stock which is hovering just below our target \"Buy Below\" price.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/100902df9308eeb7576e22704f403240\" tg-width=\"640\" tg-height=\"298\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p>We're surprised that the oil trade is taking so long to play out. In late 2015, early 2016, the recovery to historically normal yields was a lot faster.</p>\n<p>Yet CVX still yields 5%, after proving its resilience, superior balance sheet and increasing the dividend by 4% this year, sustaining their history of higher dividends every year for the past three decades.</p>\n<p>Consider the following slide from their latestearnings call:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b49cefbd9ee55c299d2b3a03211a3b6b\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Earnings Call.</span></p>\n<p>At $40 brent, the dividend is covered with a little extra debt. As the energy major with the best balance sheet, it can afford this. At $60 brent, there would be excess cash above $25bn, or enough to fund the dividend for two and a half years.</p>\n<p>Brent is currently above $70. The longer it stays above that level, the higher the likelihood that CVX will actually have the excess cash suggested in the latter scenario.</p>\n<p>Back in August last year we suggested that you'll belaughing your wayto the bank with CVX's 6% yield.</p>\n<p>Since then, CVX has marginally beaten the S&P 500, but is far from over.</p>\n<p>In the past 10 years CVX has yielded a median 3.86%. Its forward outlook is arguably better now than it was in much of the past decade, which had the energy market dealing with endemic oversupply. With underinvestment, the opposite is likely to be true in upcoming years.</p>\n<p>If anything CVX should gravitate back towards its median yield which suggests further upside of 20%, much of which we expect will be realized in the latter half of 2021.</p>\n<p>If you simulate a $10K investment in CVX assuming a 5% yield and 4% dividend growth, and reinvest dividends, then in year 10 you'd expect $1,154 in dividends of which $409 is expected to come from dividend reinvestments.</p>\n<p>This equates to 11.54% of the initial investment, making CVX also an excellent income opportunity at current prices.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53e365890df23b4af31565c7b170c14f\" tg-width=\"615\" tg-height=\"240\" referrerpolicy=\"no-referrer\"><span>Source: Dividend Freedom Tribe.</span></p>\n<p><b>Conclusion</b></p>\n<p>As long term dividend investors, we're always eager to get top companies at great valuations. The fed meeting changed nothing to the reopening trade. If anything it gave them a warning that even the slightest hint of a rate increase would be interpreted as hawkish, which will likely have the consequence of them acting later than they should, which exacerbates the likelihood of the value trade continuing.</p>\n<p>Don't confuse the market taking a breather with the end of the trade.</p>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Bull Is Far From Over: 3 Undervalued Blue Chip Dividend Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Bull Is Far From Over: 3 Undervalued Blue Chip Dividend Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 11:12 GMT+8 <a href=https://seekingalpha.com/article/4436276-this-bull-is-far-from-over-3-undervalued-blue-chip-dividend-buys><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Fed jolted investors last week, before Powell backpedalled to reassure everyone.\nThis shows just how difficult it will be for the Fed to actually rein in the economy.\nSome value names are...</p>\n\n<a href=\"https://seekingalpha.com/article/4436276-this-bull-is-far-from-over-3-undervalued-blue-chip-dividend-buys\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KEY":"KeyCorp","IBM":"IBM","CVX":"雪佛龙"},"source_url":"https://seekingalpha.com/article/4436276-this-bull-is-far-from-over-3-undervalued-blue-chip-dividend-buys","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1182818110","content_text":"Summary\n\nThe Fed jolted investors last week, before Powell backpedalled to reassure everyone.\nThis shows just how difficult it will be for the Fed to actually rein in the economy.\nSome value names are once again on our \"buy list\". Here are three great ones.\n\nIntroduction\nOn a recent Bloomberg video call, Ray Dalio suggested that the Fed will have a lot of trouble doing any rate hike without having significantly adverse effects on stocks.\nFollowing the Fed meeting last week, the news that rates might be raised in two years rather than three gave the markets a jolt, as the message was interpreted as hawkish by the investing community.\nThis caused Jerome Powell to backpedal, reminding everyone of his favorite word: \"transitory\". It was important that he once again reminded everyone that inflation would head back to 2%, and that nobody needs to worry.\nHe did cover his 6 however,stating:\n\nWe have to be very humble about our ability to really try to draw a signal out of it [...] It might take some patience to really see what’s happening.\n\n\n Larry Summers had adifferent take on it: \n I don't think the arithmetic is terribly difficult.\n\n\n You're looking at an average GDP gap deficit to potential GDP of 2%, and we're looking at a 14% of GDP fiscal stimulus. [...] The important question is whether there is 6 points of transitory inflation or 2 points of transitory inflation.\n\nThis idea is very important. Rather than asking whether inflation is transitory or not, we should be asking how much of it is transitory.\nAnd this is where the risk currently lies. While the S&P 500 (SPY) performed a roundtrip from 4250 to 4250 with a 90 point drop in between, a lot of the more cyclical stocks took a hit which put them back in our \"Buy List\".\nOur take is that the Fed is realizing that it can't really increase rates without causing ruckus in markets.\nWhen you add this to the fact that they might not have any choice but to keep printing money to buy bonds as the supply of bonds might overshoot the demand of these from foreign countries who already hold lots of US debt and show limited interest in purchasing the debt at negative real interest rates. This is according to Ray Dalio in the same call with Larry Summers mentioned above.\nThe risk of monetary inflation is very real. The likelihood of demand to continue increasing dramatically as money stored in financial markets hits the economy is also very high.\nWhat we've learned in investing, is that investors are too eager to wrap up a trade and move on to the \"next thing\". Many times, this is shortsighted, as even when the train has left the station, there is a lot of track left ahead.\nThis is one of these situations.\nValuations in high quality blue chips which are sensitive to the economy reopening are still so far from pre-Covid levels.\nThe fact that they are taking a breather doesn't detract from their ultimate destination, which is a lot higher.\nIn this article I highlight 3 such stocks.\nPlus in the meantime you get to sleep well at night, knowing that they offer a great combination of dividend yield and dividend growth.\nHeads you win, tails you win more.\nIBM (IBM)\nWhile IBM has increased from our latest mention of it in a public article, when we were purchasing the stock at a 5%+ yield, it still hovers just below our target \"Buy Below\" price of $150, courtesy of a small pull back last week.\nSource: Dividend Freedom Tribe.\nDividend growth has come to a stand still, and while we loaded up lower, it is still a great opportunity.\nThe real value lies in the fact that investors are not pricing Krishna's operational excellence since taking over.\nIBM stunned investors with its Q1 results. Fellow author Virginia Backaitis states in her excellent articleanalyzing IBM'soperations:\n\nI like how Krishna is thinking, and I like former Red Hat CEO Jim Whitehurst at his side. They are making purchases that align with IBM's strategy which hasn't always been the case at the company. The product lines that IBM is selling off now are smart choices... and they have others left to sell (but maybe there isn't a buyer).\n\nThis value will likely be realized following the spin-off of the legacy business into an entity which will benamed kyndryl.\nInvestors will likely be left with a high yield managed infrastructure business, and a low yield high growth cloud stock.\nWhen it happens, we'll decide which of both we'll hold onto, but we're quite confident that the two pieces will be worth than the sum of the part.\nAnd while you wait for this, you still get paid 4.5% by a super safe Blue Chip stock, which has the pricing power to fight inflation.\nKeyCorp (KEY)\nOne thing the last round of stress tests showed, was that US banks are resilient, and well capitalized. Yet last week they took a hit after the fed meeting. This week stress tests will be released, and most large banks are expected to do really well.\nAfter that, dividend increases will come in July as banks are eager to start returning wealth to shareholders.\nKeycorp is no exception. For an analysis of KEY's earnings development you can read Sheen Bay Research'sarticleon the stock.\nWhere I differ from his opinion is on the question of the dividend. While he doesn't expect a dividend hike, I expect all major banks to compete in their dividend increases.\nWhat investors must not forget is that in 2008 KEY paid a dividend of $0.38 per quarter, or double the current dividend.\nSince then, the company has been slowly redeeming itself, increasing the dividend every year.\nThe pandemic restrictions stopped KEY in their tracks.\nA look at our MAD Chart shows how eager the bank was at returning capital to shareholders in the past 10 years. Each time the dividend increases, the inferred value ranges shown on the MAD chart goes up.\nIn the past 10 years the dividend grew at 20% per annum, the rate dropped to 15% in the past 5 years, hindered by 0 growth last year.\nSource: Dividend Freedom Tribe.\nI believe that a 10-15% increase is very likely this year.\nIn this event, KEY's current yield of 3.6% would effectively become a 4% yield.\nBut to get fantastic income from KEY, you don't even need that much growth.\nAt a 3.6% yield, if you can get 7.5% annual dividend growth you get a fantastic income opportunity.\nLet's look at a simulation.\nLet's suggest a $10K investment in KEY, with dividends reinvested and dividend growth of 7.5% per annum.\nIn year 10, you'd expect $1,004 of income, or 10% of your original investment, which is our threshold for a \"great\" income opportunity.\nSource: Dividend Freedom Tribe.\nIn our mind there is no way that KEY doesn't grow at this rate, which would suggest hitting its pre 2008 dividend in 10 years.\nAs such we believe KEY to be a great pick for income investors. As KEY's dividend growth is on the back of growth in earnings and tangible book value per share, there is no doubt in our mind that sooner or later, the price will catch up with the higher income. The fed stress tests might be the catalyst banks need to move higher.\nIn the meantime get paid to wait.\nChevron (CVX)\nChevron is another stock which is hovering just below our target \"Buy Below\" price.\nSource: Dividend Freedom Tribe.\nWe're surprised that the oil trade is taking so long to play out. In late 2015, early 2016, the recovery to historically normal yields was a lot faster.\nYet CVX still yields 5%, after proving its resilience, superior balance sheet and increasing the dividend by 4% this year, sustaining their history of higher dividends every year for the past three decades.\nConsider the following slide from their latestearnings call:\nSource: Earnings Call.\nAt $40 brent, the dividend is covered with a little extra debt. As the energy major with the best balance sheet, it can afford this. At $60 brent, there would be excess cash above $25bn, or enough to fund the dividend for two and a half years.\nBrent is currently above $70. The longer it stays above that level, the higher the likelihood that CVX will actually have the excess cash suggested in the latter scenario.\nBack in August last year we suggested that you'll belaughing your wayto the bank with CVX's 6% yield.\nSince then, CVX has marginally beaten the S&P 500, but is far from over.\nIn the past 10 years CVX has yielded a median 3.86%. Its forward outlook is arguably better now than it was in much of the past decade, which had the energy market dealing with endemic oversupply. With underinvestment, the opposite is likely to be true in upcoming years.\nIf anything CVX should gravitate back towards its median yield which suggests further upside of 20%, much of which we expect will be realized in the latter half of 2021.\nIf you simulate a $10K investment in CVX assuming a 5% yield and 4% dividend growth, and reinvest dividends, then in year 10 you'd expect $1,154 in dividends of which $409 is expected to come from dividend reinvestments.\nThis equates to 11.54% of the initial investment, making CVX also an excellent income opportunity at current prices.\nSource: Dividend Freedom Tribe.\nConclusion\nAs long term dividend investors, we're always eager to get top companies at great valuations. The fed meeting changed nothing to the reopening trade. If anything it gave them a warning that even the slightest hint of a rate increase would be interpreted as hawkish, which will likely have the consequence of them acting later than they should, which exacerbates the likelihood of the value trade continuing.\nDon't confuse the market taking a breather with the end of the trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350428786737192,"gmtCreate":1726581810994,"gmtModify":1726582005467,"author":{"id":"3568100606939801","authorId":"3568100606939801","name":"dreamzspl","avatar":"https://static.tigerbbs.com/ae03e92a5b3cd75f4fc4624c4ee1b02b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568100606939801","authorIdStr":"3568100606939801"},"themes":[],"htmlText":"Happy mid autumn festival! 🏮🥮🥮🧡☺️🌕","listText":"Happy mid autumn festival! 🏮🥮🥮🧡☺️🌕","text":"Happy mid autumn festival! 🏮🥮🥮🧡☺️🌕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350428786737192","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
