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Bemis Co Inc - Attractive Value, Yield and Growth
by Team of F.A.S.T. Graphs,
Bemis Co Inc (BMS) has achieved a moderate record of long-term earnings growth in a semi-cyclical fashion. However, even though earnings growth had faltered slightly during our last two recessions, the company remained highly profitable. We believe the company appears reasonably valued at its current quotation. This article looks at Bemis Co Inc, a Dividend Champion, through the lens of the F.A.S.T. Graphs Fundamentals Analyzer Software Tool. Since a picture is worth a thousand words, the reader will be provided the essential fundamentals at a glance expressed vividly in pictures.
Looking Over the U.S. Fiscal Cliff
by Team of Neuberger Berman,
Absent congressional intervention prior to year-end, over $600 billion (about 4% of U.S. GDP) of fiscal tightening is scheduled to take effect in the United States in early 2013. Dubbed the fiscal cliff by those in the financial community, the negative impact on growth caused by expiring spending and tax provisions has the potential to derail the ongoing recovery and, according to some observers, even tip the U.S. economy back into recession.
Monthly Investment Commentary
by Team of Litman Gregory,
Global stock markets dropped sharply in May amid renewed macroeconomic fears. Large-cap U.S. stocks fell 6%, while small and mid-cap stocks lost 6.6% and 6.7%, respectively. Domestic stocks are still well in positive territory for the year, with returns ranging from just over 5% for large-caps to 3.4% for small-caps. Foreign markets fell further, as questions over the stability of the eurozone dominated headlines. Both developed and emerging-markets were down 11% for the month and in negative territory year-to-date (down 3.3% and 0.4%, respectively).
Five Tech Stocks with the Added Benefit of Dividends
by Team of F.A.S.T. Graphs,
Here are five technology-oriented companies that are currently trading at a price earnings ratio that implies that the stocks are attractively valued. Each of these five companies currently offers a dividend yield that is above-average as represented by the S&P 500.
The Specter of Default: How Safe Are U.S. Treasuries?
by Team of Knowledge @ Wharton,
Just how solid are U.S. Treasury bonds, long considered a "riskless" investment? Is a default possible? Desirable? Unthinkable? And what are the options for reducing the annual government deficits that cause the country's debt to grow? Those and other questions were the subject of a recent Wharton conference titled, "Is U.S. Government Debt Different?" The conference was set up in the wake of last summer's debt-ceiling showdown in Washington, which highlighted the risk of a default on government bonds.
Companies with WORSE Valuations Than Facebook (FB)
by Team of Bespoke Investment Group,
We've read quite a few articles showing how far down Facebook (FB) would have to trade to have a valuation that's similar to big blue chip tech names like Apple (AAPL), Google (GOOG) and Microsoft (MSFT). This kind of analysis is done to show that Facebook shares are overvalued. But the analysis can go the other way as well. There are 34 stocks in the Russell 1,000 that have a higher forward P/E (next 4 quarters) than Facebook (FB) right now, and quite a few of them are stocks that are loved by some of the same investors that are likely dumping on Facebook.
Diversify to Take the Edge off Swings in Investor Sentiment
by Team of American Century Investments,
The investor sentiment cycle presented here is an excellent investor education tool. In a single snapshot, it captures both the cyclical nature of financial markets and the subjective, emotional response many investors have to those market movements. After all, saving and investing are relevant to the extent that they help us achieve profoundly important personal goals, such as funding retirement, a childs education, or a bequest to future generations. Under those circumstances, it is easy to understand why market swings would elicit an emotional response from investors.
Energize The Growth Component Of Your Portfolio With Chicago Bridge & Iron Co
by Team of F.A.S.T. Graphs,
Chicago Bridge & Iron Co (CBI) potentially offers high growth at a very reasonable price. Although the company does exhibit the occasional bout of cyclicality, long-term earnings growth has averaged over 16% per annum. Consequently, long-term buy and hold shareholders have earned returns that have exceeded the market by a large margin. Some of the best advances are achieved coming out of weak periods as earnings explode off of cyclical lows.
When OK is Good Enough
by Team of BondWave Advisors,
The US economy continues to grow, but in recent months manufacturing and employment indicators have remained positive but have been flagging. While there might not be a lot to get excited about economically here in the US, OK is better than elsewhere, like Europe. We discuss the situation in the US and Europe and provide a commentary of the US Treasury, Corporate and Municipal bond markets.
Reynolds American Inc. - Reasonably Priced with a High Yield
by Team of F.A.S.T. Graphs,
Even though Reynolds American Inc. (RAI) has risen substantially off of its lows in 2009, the company looks reasonably valued at todays quotations. Therefore, the dividend growth investor looking for above-average dividend yield with moderate growth might want to look closer. The company claims to be transforming the tobacco industry, and maybe it can transform your income portfolio as well.
On Their 30th Anniversary - Get Your Dividend Portfolio Rolling with Norfolk Southern Corp.
by Team of F.A.S.T. Graphs,
Like most railroads, concerns regarding the coal industry have driven Norfolk Southern Corp.s share price to one of its lowest levels since 1998. Nevertheless, strength in other areas of their business seems to support continued confidence in long-term earnings growth. Therefore, current weakness in the share price may represent an excellent long-term opportunity.
Opportunities in Credit Higher Quality High-Yield Bonds
by Team of Columbia Management,
One of the more compelling opportunities across todays fixed-income landscape is within the higher quality segment of the high-yield market bonds rated BB and B. Strong underlying fundamentals driven by a wave of refinancing and solid operating performance have greatly diminished credit risk among these issuers, as demonstrated by exceptionally low current and expected default rates. Despite this, spreads, or yield premiums relative to Treasuries, are generally higher than long-term averages.
Charting the Benefits of a Diversified Approach
by Team of American Century Investments,
Weve written quite a bit about diversification recently. Rather than tell you about the potential benefits of a diversified approach, we thought wed use this initial issue of Chart of the Week to show you how a diversified portfolio can potentially smooth out performance and improve cumulative returns over time.
McGraw-Hill It Provides A Lot of Information, So Let The Pictures Do The Talking!
by Team of F.A.S.T. Graphs,
McGraw-Hill Companies (MHP) looks like a good addition for the dividend growth investor. The market has historically applied a premium valuation to this company. Its historically above-average earnings growth had pushed the company to trade at premium, until recently.At its current valuation, McGraw-Hill sits at a fair valuation.Therefore, we believe today's price represents a sound valuation given McGraw-Hills quality and consistency.
Canada: Untangling Pipeline Projects to Realize Energy Export Potential
by Team of Thomas White International,
Oil production in Canada is set to increase to 6 million barrels a day by the end of this decade, but the country lacks pipeline infrastructure to facilitate exports. For a country richly endowed in natural resources, and with growing energy production, Canada has been facing a perplexing problem in recent years. While its producers are supplying oil and gas to U.S. refineries at prices below the international market, Canadian refineries on the east coast are paying higher international prices for the oil they import.
Sysco - Building A Case For A Return To Growth
by Team of F.A.S.T. Graphs,
Sysco Corp is an extremely high quality powerful franchise that is positioning itself for long-term future growth. Currently, the company controls about 17 % of the $225 billion North American food service distribution market. Since this industry is currently experiencing stress, it seems only logical that Sysco is best positioned among its peers to survive and prosper. On the other hand, many of its smaller local and regional competitors may not.
Supply Your Portfolio With Healthy Growth From Medical Suppliers
by Team of F.A.S.T. Graphs,
With baby boomers being one of the biggest population bubbles, medical suppliers can be a healthy addition to a portfolio. Here are five medical supply companies that are trading below their normal historical PE ratios and inline or slightly below their estimated growth rates. Consequently, they represent an opportunity for above-average growth and yield.
Searching for European Solutions, and Dividends
As the European debt crisis rages on, people in the eurozone are voicing their opinions about austerity measures, bailouts and such, not just on the streets, but also at the polls. As the winds of political change swirl, the future of the eurozone seems to hang in the balance. Tucker Scott, portfolio manager of Templeton Foreign Fund, and a vocal fan of a thorough vetting process, says hes focusing on long-term outlooks, not just todays headlines. And, hes finding select European stocks with dividend-growth potentialin some cases even better opportunities than in the U.S.
Caterpillars Earnings Look Like And Act Like A Caterpillar; Moving Slowly But Steady
by Team of F.A.S.T. Graphs,
This article looks at Caterpillar Inc, a Dividend Contender, through the lens of the F.A.S.T. Graphs Fundamentals Analyzer Software Tool. Since a picture is worth a thousand words, the reader will be provided the essential fundamentals at a glance expressed vividly in pictures. In order to provide you the opportunity to research this company deeper and faster we are providing a link to a live, fully functioning earnings and price correlated set of graphs.
General Mills: Food for Thought!
by Team of F.A.S.T. Graphs,
General Mills has an impressive dividend yield for the income investor. Its estimated earnings growth is on the mark at about 7.2% and would make a nice contribution to an income portfolio. This article looks at General Mills Inc (GIS), a Dividend Challenger, through the lens of the F.A.S.T. Graphs Fundamentals Analyzer Software Tool. Since a picture is worth a thousand words, the reader will be provided the essential fundamentals at a glance expressed vividly in pictures.
Europe's Tragedy Nears the End of Act One, but the Drama Continues
by Team of Knowledge @ Wharton,
What a difference a year can make. When a group of European Union experts met at a workshop in Italy's Tuscan hills in the spring of 2011, the center of attention was Greece and its ever-growing sovereign debt crisis. Could it, should it, default on debt repayments? And what would happen then? The delegates wondered whether the result might be a meltdown not just of the Greek economy but of Europe as a whole.
Repair Your Dividend Portfolios With Genuine Parts
by Team of F.A.S.T. Graphs,
Genuine Parts Co (GPC) has over 80 years of distribution expertise in replacement parts for automotives and industrial parts, as well as office and electrical materials. It appears to be a company poised for continued earnings and dividend growth. The company is a Dividend Champion with 25 years of raising its dividend. The strong dividend yield should attract a conservative investor looking for income and steady growth.
Measuring Active Management: The Basics of Active Share and Tracking Error
by Team of American Century Investments,
Every investor needs to understand the basics of portfolio management. In a broad sense, portfolio management can be divided into actively managed and passively managed categories. Although we describe both approaches at the outset, we fasten our attention on active portfolio management in this piece. Specifically, we focus on the Active Share and Tracking Error approaches to measuring active management in equities. The goal is to further develop an appreciation for the multi-faceted complexion of active portfolio management.
Return to Normalcy: The False Argument of "Austerity" vs. Growth
by Team of Institutional Risk Analyst,
To rescue Europe, to reinvigorate the United States, and to set the global economy on a sustainable path toward expansion, the current debate offers a so-called "choice": either slash government spending or spend your way to growth. In Europe, German Chancellor Angela Merkel is one of the most prominent proponents of fiscal restraint -- in part because Germany is picking up the tab for the continent's debt crisis. And in the United States, economist and New York Times columnist Paul Krugman is the fullest-throated supporter of more government spending.
Assessing the European Elections
by Team of Neuberger Berman,
In the two years since the onset of the European sovereign debt crisis, policymakers have struggled with the issue of fiscal integration and the tradeoff between growth and austerity. Although many observers hoped that some clarity would emerge from the recent elections in Greece, France and Germany, political paralysis continues throughout Europe. In this edition of Strategic Spotlight, we discuss the fiscal and growth outlooks for key eurozone countries and the region overall.
Gilead Sciences Inc Strong Growth At An Unreasonably Low Price
by Team of F.A.S.T. Graphs,
Gilead Sciences Inc (GILD) is an innovative healthcare company with a strong record of historical earnings growth and expectations for above-average growth into the future. Nevertheless, Mr. Market seems unwilling to recognize the past and future earnings power of this niche pharmaceutical growth stock. Consequently, the company trades at a single digit PE ratio that we believe significantly undervalues both the companys past and future potential. Therefore, investors seeking high growth at a reasonable level of risk might want to look further into this undervalued growth opportunity.
Emerging Markets Real Estate Securities April 2012 Review and Outlook
by Team of Cohen & Steers,
In a global economy characterized by moderating inflation and tepid growth in developed markets, we believe emerging markets real estate securities offer attractive upside potential on a risk-adjusted basis. Policymakers in emerging economies have indicated increasing comfort with accommodative monetary policies, while domestic demand remains robust, creating a positive operating environment for both landlords and developers. On a relative value basis, we are finding more opportunities in residential developers, as we believe share prices remain depressed following their poor 2011 returns.
Global Listed Infrastructure Investment Review and Outlook April 2012
by Team of Cohen & Steers,
The predictable income, modest volatility and long-term growth potential of infrastructure securities continue to offer an attractive combination in the present market environment. We remain focused on subsectors we believe offer attractive relative valuations and compelling growth dynamics, such as pipelines, water and communications infrastructure. We are significantly underweight electric utilities given continued sector-specific fundamental and regulatory risks.
Preferred Securities Review & Outlook for April 2012
by Team of Cohen & Steers,
Barring meaningful erosion in the economic backdrop, preferreds can continue to deliver attractive total returns due to generally improving credit fundamentals and historically wide credit spreads. In addition, favorable technicals should continue to support the asset class, as investor appetite for income is likely to remain strong and the overall size of the market could shrink as banks retire issues that may lose Tier 1 capital status. Preferreds offer an average yield close to 7%, which is significantly higher than other investment-grade alternatives such as corporate bonds and Treasurys.
U.S. Real Estate Securities Review & Outlook for April 2012
by Team of Cohen & Steers,
We have a generally favorable view of key office markets, including life sciences, technology and media, as well as NY offices broadly. We have decreased our allocation to apartments based on valuations and the prospects for more direct and indirect (housing rentals) competition. We continue to favor prime retail owners, while staying cautious toward health care properties, suburban offices and secondary retail.
Solutions in Search of Problems
by Team of Dana Investment Advisors,
The American Institute for Economic Research has developed a new way of measuring inflation. They call it the Everyday Price Index. The EPI, which is a proprietary index, measures things people buy frequently such as food, gasoline, prescription drugs, TV and phone service, and child care. The Consumer Price Index by contrast measures large ticket items such as cars, appliances, houses and everyday goods. The CPI increased 0.8% in March while the EPI was up 1.9% in March. Most people would agree, that inflation is higher than what the CPI would indicate.
Real Assets
by Team of Cohen & Steers,
Chinas economic growth is a key theme that drives our outlook for real asset categories. As the worlds dominant consumer of most commodities, China is the largest importer of iron ore, producer of steel and consumer of copper. About 65% of the worlds soybean production is imported to the region. Thus, we were encouraged by central bank easing in response to the first-quarter slowdown, as it seems to have orchestrated a soft landing. Should there be further policy actions, it could spur opportunities in a number of natural resource categories.
U.S. Large Cap Value Investment Commentary As of April 30, 2012
by Team of Cohen & Steers,
The economic expansion is likely to continue, but at a pace that is modest both in absolute terms and relative to previous recoveries. Many stocks are still attractively valued, in our view, and they have the potential to advance in the coming months. At the same time we are watchful of global economic developments, particularly in Europe and the Middle East. A winding down of monetary stimulus (such as the Federal Reserves Operation Twist program) could create headwinds.
S&P 500 vs. Obama Re-Election Odds
by Team of Bespoke Investment Group,
Last year when the market tanked, Obama's odds tanked as well. Then they picked back up again nicely as the market rallied during the first quarter of this year. Since the start of the second quarter, however, the President's odds of winning have started to tick lower once again, just as the market has dropped. Continued market weakness would surely hurt the President's re-election chances, which makes us think he'll do as much as he can (which may not be enough) to keep things from falling apart before November.
European Real Estate Securities April 2012 Reivew & Outlook
by Team of Cohen & Steers,
Valuations for many listed real estate companies have reached levels that are likely too low on a relative basis. We continue to closely monitor macroeconomic developments, and remain focused on companies that we think are best positioned to shield themselves from the adverse effects of deleveraging. Specifically, we generally favor high-quality companies with strong balance sheets and relatively low cash flow multiples. We continue to like London offices and the Berlin residential market.
Closed-End Funds April 2012 Review and Outlook
by Team of Cohen & Steers,
Given various risks to the domestic and global economies and generally modest inflation, monetary policy in the US will remain accommodative. With borrowing rates likely to remain low for an extended period, the yield advantage of leveraged closed-end funds will continue to draw investor interest. As a result, we see potential for the broad closed-end fund market to maintain historically narrow discounts, or even at times trade at premiums to NAV.
Our Fixed Income Insights on Yield Traps
by Team of American Century Investments,
From a fixed income perspective, we explain why aggressive yield-enhancing strategiesresulting from this extended period of historically low U.S. interest rates and yieldscan threaten the potentially valuable long-term portfolio benefits from holding fixed income positions. In particular, chasing yieldand stumbling into yield trapscan derail the important volatility reduction and diversification benefits offered by carefully selected and well-managed fixed income holdings.
Five Conservative Utilities From The Wild And Wooly West
by Team of F.A.S.T. Graphs,
Utility stocks have historically been known as conservative investments with above-average dividend yields. Therefore, investors seeking income from equities within a reasonable level of risk may find opportunities within the utility sector. However, the reader should note that the dividend records from utility stocks can be somewhat spotty and therefore, moderately unpredictable. Consequently investors seeking a growing dividend income stream may want to look elsewhere in spite of the above-average yield these companies offer.
A Taylor-ed View of Dividends
The baby boomer generation, people born in the U.S. from 1946 19601, numbers some 78 million and is now moving into retirement. Taylor challenges this group in particular to think differently about their investments given the current economic climate. We are currently in a low-growth, very low interest rate environment and I really dont think thats going to change too much anytime soon. Dividends and dividend yield in the equity market matter a lot more than they did before..."
Keep Your Portfolio Rolling Along With Canadian National Railway
by Team of F.A.S.T. Graphs,
We believe at its current quotation CNI offers dividend growth investors an above-average total return at below levels of risk. Although the company only offers a market average dividend rate, we would expect its dividend to grow commensurate with its above-average expected earnings growth. We consider this a high quality dividend growth stock that is ideally suited for the long-term buy and hold conservative investor. As always, we recommend you conduct your own thorough due diligence.
ProVise Bullets
by Team of ProVise Management Group,
If you listened carefully to the CEOs during their earnings announcements, they were tepidly upbeat but upbeat nonetheless, as they looked forward into the remainder of the year. On a day-to-day basis the markets will be driven by the headlines and emotions. We encourage you to refrain from getting caught up in that fray. At the end of the day it will be about an economy that moves forward creating jobs and not one built on the back of debt.
A Growing Attraction to Municipal Bonds
by Team of Hennion & Walsh,
For income oriented investors, bonds can provide for a dependable and consistent stream of income, and principal protection when held to maturity. Bonds, whether they are Municipal, Government or Corporate bonds, can also provide for compounded growth opportunities when the income received from the bonds is reinvested. Additionally, for growth-oriented investors, fixed income securities can provide investors with downside protection and diversification within a growth portfolio especially in a highly volatile market where additional, measured, short-term flights to quality are likely.
Cummins Inc: Gear Up Your Dividend Portfolio For Strong Growth With A Dividend Kicker
by Team of F.A.S.T. Graphs,
The recent pull-back in Cummins' stock price has created an excellent opportunity for prudent investors seeking growth and income an opportunity to achieve above-average long-term results. The company has little debt on their balance sheet, the potential for strong growth and a recent history of increasing their dividend consistent with their earnings growth. A quick glance at their historical earnings and price correlated graph show that anytime the company could be purchased at a PE ratio below 14, like it is today, represents an excellent long-term buying opportunity.
McDonald's Back In Value, Above Average Growth And Yield
by Team of F.A.S.T. Graphs,
McDonald's represents an excellent choice for the prudent dividend growth investor seeking both capital appreciation, and above-average current yield and the opportunity to grow both in the future. With its recent pull-back, McDonald's is priced at the upper end of our valuation corridor. Therefore, although the company is not cheap, we do consider it a sound long-term investment at these levels. Furthermore, we would suggest that if the stock continued to drop from these levels, the prudent investor could use the lower price as an opportunity to average down their cost basis.
Diversification 301: Tailored Solutions for Your Portfolio
by Team of American Century Investments,
We continue our discussion of diversification and its application to investor portfolios. We explain how there is no single universal diversified portfolio suited to all investors and occasions. Instead, diversification is a highly customizable framework that can and should be uniquely tailored to suit each individual investors goals and risk tolerances. Earlier articles in the series discussed the basic benefits and rationale for diversification and a discussion of alternative investments that can be used to diversify a traditional balanced portfolio of stocks and bonds.
Five Consumer Staples For A Hearty Portfolio With Yield
by Team of F.A.S.T. Graphs,
The old adage that people got to eat apply to the five consumer staple companies covered in this report. From the farm to the table these companies provide sustenance to a hungry world. Therefore, we believe that conservative investors that are craving the opportunity for growth and income might want to look closer at these five consumer staples. Each appears to be reasonably priced, and the group provides various combinations of growth and yield.
A Mixed Fixed Landscape
The lingering low-rate environment in the U.S, Eurozone, Japan and some other nations has many yield-seeking investors feeling stuck in the mud. At its April policy meeting, the Federal Reserve pledged to keep its key short-term interest rate exceptionally low at least through late 2014. Some other global central banks, even in emerging nations, have pushed their rates lower too this year to spur growth. On top of that, many countries are also still trying to dig out of debt, but seem to be spinning their wheels.
Results 2,101–2,150
of 2,793 found.
