Eq: Large Cap

(New York)

Barron’s has published an article presenting what it says are the best ten dividend stocks on the market. The picks come directly from Barron’s, not an outside manager, and try to choose stocks with great yields and nice prices. All the picks have yields between 2.4% and 4.3%, and generally have “above-market yields, below-market price/earnings ratios, and other favorable payout- and earnings-related characteristics”.  The stock picks are as follows: Verizon Communications (ticker: VZ), MetLife (MET), AbbVie (ABBV), Dow Chemical (DOW), Qualcomm (QCOM), Cisco Systems (CSCO), Target (TGT), Carnival (CCL), JPMorgan Chase (JPM), and U.S. Bancorp (USB).

FINSUM: We like JP Morgan chase here. The bank is yielding 2.9% and looks favorable because of the increasing chance the Fed will hike rates, which will be good for financials. The bank also has a low dividend payout ratio, which might allow it to raise its dividend as rates rise, keeping it competitive (though regulations may limit this).

Source: Barron’s

(New York)

There has been a lot of bearish news out there in the last week, which is odd because some indicators say bullishness is peaking. Nonetheless, this article communicates Goldman’s picks of what you should buy to weather the rough period that may be ahead for stocks. The bank says that with valuations so high, risk-adjusted returns are where you should be focusing, and that companies that can increase their dividends as rates rise would also be a good bet. With that in mind, Goldman chooses Starbucks, Nike, Salesforce.com, and Visa as good risk-adjusted stocks, with Amgen and Corning as dividend plays, and Alphabet and Amazon, as good growth stocks.

FINSUM: This is an interesting mix of picks from Goldman. We particularly like the idea of stocks that can increase their dividends as rates rise, as this will mean they stay more competitive versus other high-paying investments.

Source: CNBC

(New York)

Small cap stocks have been doing well this year, but there are still values to be had, says this piece. Many say the stocks may do well either in the face of a stronger Dollar or alongside increased trade protectionism. The stock picks here come from a small New Orleans-based manager that runs two mutual funds. The picks are iPhone supplier Skyworks Solutions (SWKS), UK cleaning specialist Steris (STE), and 401(k) robo advisor Financial Engines (FNGN). The manager likes stocks with modest debt and “plenty” of cash flow. The article features a discussion of each of the names.

FINSUM: These are some niche choices if you are used to large caps, but a good read if you are interested in adding some small caps to your portfolio.

Source: Barron’s

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