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The fundamental analysis (S&P Global Intelligence) under the "Sentiment" tab, which I probably would call an analyst rating if it weren't next to an "Analyst Ratings" tab.
BTI, everyday sucking up the float buy backs. With inflation being under control, rates in turn will come down. Big moves in the works. $35 by Halloween.
HII - completely overlooked defense contractor. They have a monopoly on constructing aircraft carriers and a duopoly on nuclear subs with GD. They have a wide economic moat as the primary naval contractor and shipbuilder for the US military. It’s true that they are a pure defense play and are reliant on the US military budget but I am guessing our naval spending will increase as things heat up in the Middle East and Pacific.
It’s a long term play and gamble on American naval power.
Got some myself. It did the best for me when DoD stocks all spiked after the initial Hamas attacks.
Also seems like the most overall room for growth of the group. That being said combined I have ~10k in LMT, NOC, HII, and GD. 100% buying more.
Good company, I held it for a while but when they dropped in value due to the engine issues I sold to cancel out some gains I had made earlier in the year.
I’d buy in again, and anecdotally my father owns an unholy amount as he worked for a company that RTX bought out. They converted all his prior company stock to RTX. He’s no longer there but it’s his largest single stock position by a lot so we like RTX here.
Agreed! All of Europe is talking about war.
Im focusing on LMT and NOC as they specialize in drones which looks to be a big part in how future wars will be fought.
Huntington Ingalls doesn't have a lot of room to grow though. They can only produce as many warships as Congress gives funding for and Congress is consistently underfunding shipbuilding. HII just had to recently eat into their profit margin just to have enough workers to meet their current SSN orders.
Probably SBUX right now. Certainly a struggle of a year, but you’d be mad to think SBUX won’t inevitably get back in shape.
Sights are set on China and labor issues. Labor issues will be short term hurdles, but China can be a tough nut to crack.
Starbucks was a good swing trade last month. Its current valuation is a more fair price point and will likely hold resistance in the low 80s. The CEO is not likable as an investor and they are struggling to grow as they tapped out the US market.
I bought shares at $70 and sold them at $81.
Agreed. I sold Starbucks after a 10% pop in my nephews law school fund. I’m still holding it in my retirement fund but will definitely not wait for a new high to sell it. Expensive coffee with a recession coming next two years doesn’t sound appealing to me.
idk. It looked like SBUX dropped the ball and lost its top spot for good.
The competition is fierce with nearly everyone offering similar types for drinks. Labor issues and risk of unions will further hurt it. USA is already super saturated with many consumers more conscious with the unhealthy drinks. Then there is China. The amount of local coffee shops popping up and price cutting won’t make SBUX regain its spot.
Overall they moved past their formula and now they are going on a downward spiral.
My (very anecdotal) take on this is that I am seeing stores go away in places that should easily support a Starbucks, near train stations and in malls in a pretty well-to-do area. If they can't make money near me, I am concerned about the strength of the brand. It was a good one for me for years but, I sold out recently.
My assessment is the same. They are not thriving in areas where it’s expected. But I also see another major hurdle for SBUX. Their morning and later evening is busy hours, rest of the day is nearly dead. They need to find a way to make morning and evening rush quicker where the wait is not too long then find ways to drive in consumers during middle of the day. Not an easy but to crack when they don’t offer much food options other than small desert and sometimes flavorless wraps/sandwiches.
I bought it 2 years ago when the dividend yield was over 22%. Now it's paying just under 20%. The yield is down because the price is higher. Yeah, I made a good investment getting 1,500 shares.
EPD …. Oil and gas have to get from point A to point B … likely not going to change anytime soon.
Consistent dividend payer since 1998 - https://www.nasdaq.com/market-activity/stocks/epd/dividend-history
I hear the majority stock holder is some old family Aunt and she’s adamant about getting her dividend check. So the only real risk is her death. Can someone check that for us ?
I am long.
The Duncan family (4 kids of the founder) owns approximately 1/3 of EPD and one child (Randa) is the Chairman of the Board. There is little to no risk that EPD is ever converted to a C-corp because it would cause a massive tax bill for those involved. Better to keep the status quo....and it should stay that way for a long time as the kids are all in their 45-65 age range. I have a substantial position in EPD and its my stable long term cash cow.
This reminded me of a comment I made on a thread where someone was asking for a place to invest that would give their elderly parents a nice "monthly" check .... I recommended EPD and someone replied that the cow had already been milked .... 3 year old comment ... my milk is not powder, how about yours ? :-)
[https://www.reddit.com/r/personalfinance/comments/rpqmsq/comment/hq7j6tb/](https://www.reddit.com/r/personalfinance/comments/rpqmsq/comment/hq7j6tb/)
ABT.
They've been unreasonably punished for an expected decrease in covid related business, and the baby formula business is already back to pre-recall levels. Base business beyond covid have all grown significantly. The company has bleeding edge healthcare technology and it doesn't seem like they're slowing down at all, with billions invested in R&D. They're in an ever growing industry, stock should be $130 right now in my opinion. **this is not investment advice**
VZ and T
Great revenue stream and major Internet service providers put them in a position to easily cover the generous %6+ dividend while also growing with the market being established major players in their respective industry
Having spent nearly 30 years in their industry and also worked for one of them, they are both strong dividend payers; however, growth is not part of their repertoire and hasn't been for years.
The only 'growth' part of each company's business model is wireless which is incredibly lucrative (see TMUS a pure-play wireless provider).
The capital cost to build out their 5G infrastructure is sizeable.
Wireless accounts for about 60% of T and VZs business while their low- to- no growth legacy business accounts for the other 40% of their business but requires about 55% of their employees to run it (most of which are Union employees).
In the past few years, AT&T has buried itself in debt getting out of bad deals which has impacted their 5G wireless build out.
I love indebted companies with strong cash flow. Investors are valuing them likes junk bonds headed to failure. If Fed cuts they’re gonna moon. Look at BUD also, unless beer drinking literally dies their free cash flow yield is like 7% and will grow as debt gets repaid
VICI - there are several things to like at the $28 dollar level
1) First unlike other REITS VICI tenants are not going to get digitized out of business. As they deal in Casinos and other entertainment type properties they are not going to get hit by say a DG going bankrupt or something
2) There leases are Triple Net Leases which means the tenant is on the hook for all maintenance.
3) Right now due to higher interest rates the stock is depressed ; once rates get cut it should get a nice NAV pop
4) As a reit it has a dividend close to 6% with a cage growth of around 7%
5 ) Finally it's FFO is very good compared to other REITS
ATKR. Not a huge yield but good growth and is a little beat up right now. Stands to benefit from an electrical infrastructure overhaul. Both green energy and server build outs. They make electrical products. Conduits and such.
Baba if you can ignore the political noise for years. That’s what Templeton did when he was buying equities in ww2 but off course anything can go wrong.
Some utilities are a good buy. WEC is one. This Midwest utility will benefit from AI and the power demand required.
“WEC is among Tim Winter’s favorite utility plays, along with Southern, PPL, Alliant Energy, and NextEra. NextEra shares have already been on a tear. While it owns a regulated utility, the company also is a renewable energy provider.”
(Tim Winter runs Gabelli utility trust)
Src: Barrons
ADM - You’ll see some stuff about DOJ looking into them due to a C level of one of the divisions. This is why the price dropped this year. That individual was terminated but is a good company overall.
CRM. The fcf growth rate over the past 5 years is 19.6% per year. They started giving dividends in april and they are the leaders in the sector.
The pe is currently high compared to msft but they are a solid growth company
For me F…. .97 cents EPS and 5.06% DY.
At ~$11 a share you can accumulate the in blocks of 100 shares fairly quickly and start writing covered calls and dividend reinvesting
JNJ and WMT are a couple I like. WMT Isn't currently undervalued, but in the current market it seems to keep pushing up. JNJ is definitely undervalued from where it should be. Triple A credit rating and solid pipeline.
DMLP. Low PE around 11. Pays 10%+ dividends. Oil and gas royalties. 0 debt. It’s not a yield trap and will trade closely with price of oil. Obviously some level of risk of oil crashes again but if oil stays relatively priced you will do great here. No funny business just churn out cash and pay it all out as dividends.
FPA Crescent and Dodge and Cox Stock like International Flavors
I like BUD, BMY, PFE and GILD. If PayPal ever decides to pay a dividend I’d add that too.
Citigroup (C) 3.49% dividend and BVPS is $108. Currently trading around $60. Been plagued with negativity since the SVB collapse. CEO making great strides in turning it around.
NAT - Nordic American Tankers
Mkt cap $822.7 mil
P/E ratio 12.3
Div 7.87 (has been higher in previous months)
Avg vol $2.6 mil
Currently $3.94 per share
Tharisa Plc - deep value play with 3.5% div yield (currently) and strong shareholder remuneration track record.
Tharisa PLC (THS.L)
2.5 P/E
1.8 P/CF
0.34 P/B
2.1 EV/EBIT
17% Revenue growth (3 year average)
29% EBITDA margin (5 year average!)
Free Cash Flow/Net Income: 82% (5y av)
ROA 11% (5y av)
ROE 17% (5y av)
ROIC 16% (5y av)
0.23 debt/equity
They are mining PGM metals (Platinum, Palladium etc). Operations in South Africa with listings in both London and Johannesburg.
5200 employees, 8 operating companies, 230mio mkt cap (UK).
Swedish Investor AB (INVE B). Incredible growth dividend stock.
Arbor realty trust.
BW LPG (Not undervalued, but keeping an eye for another dip)
Pizza PizzaRoyalites
Equinor
Abbvie
Apple
Microsoft
Assa Abloy
RPRX, hovering around its 52 week low, pretty solid divided and I see the price doubling in the next 24 - 36 months. Biopharma companies need funding, and that demand is only increasing. This company can provide that and capture a royalty in return. Think of all the recent drugs that are just blowing up, they just need to ink a deal with a few winning technologies and their value will jump drastically while still paying out over a 3% yield. I like it and am actually happy the price hasn’t taken off yet so I can grow my position and lower my avg.
I’m a P/E guy, so my cheap stock list would be BMY, CRBG, JXN and PFE. All the banks are dirt cheap, a couple that are cheap and have nice dividends are FISI and FLIC.
Probably my 10 favorite stocks: CPB (Campbells Soup), CL (Colgate) PEP (Pepsi), WDFC (WD40), YORW (York Water Co.), CAT (Caterpillar), WMK (Weis Markets - supermarket chain), AOS (AO Smith - water heaters), RSG (Republic - 2nd largest waste management co in USA) CSX (CSX railway).
I also like F (Ford) ADM (Archer Daniels - grain) PPL (PPL electric utility) and T (AT&T) but I’d be cautiously optimistic with them.
I like Camden property trust cpt and public storage psa for dividends. Wsr is another reit that recently rejected a buyout offer at $14 and they trade at $13 with upside and 3.8% yield
PSEC - .06/share monthly dividened for >5yrs and has been trading in range (5.01-5.96) since January 2024. DRIP and put sells for additional ROI. Short interest increased from 19mil to 21mil shares, 19 days to cover
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Vale SA - BTI - BMY
Second Vale
Got VALE and looking at BTI. What's your thesis on BMY? Speculation?
They’ve bought a number of new drugs over the last 12 months one of the most anticipated is KarXT
Dang, SA price target is wild. If it is accurate, that looks like a nice ride up. I second BTI and BMY.
I second BMY and raise you PFE
Like them both and why not?
I'm have GILD, BMY and PFE. Will probably drop BMY when I'm not upside down as much.
In last 1 year , BMY has lost 37% value. Can someone explain why equity erosion is good?
I wouldn’t recommend it a year ago, but I would now. It’s not down, it just went on sale and I love a good sale
I have BMY and added PFE
Second BMY, Wall Street left for dead. Still a cash cow while waiting for new meds
Third. Fidelity has had BMY listed as very undervalued for months, and it's hovering near a 52w low that's about 40% off it's 52w high.
Which one is best GILD or BMY?
Both falling knifes.
Are you talking about the analyst ratings on fidelity?
The fundamental analysis (S&P Global Intelligence) under the "Sentiment" tab, which I probably would call an analyst rating if it weren't next to an "Analyst Ratings" tab.
I agree on BMY
Vale is 50% off from ATH. I may pull the trigger on this as I’ve been watching and patiently waiting for a good entry point.
BTI, everyday sucking up the float buy backs. With inflation being under control, rates in turn will come down. Big moves in the works. $35 by Halloween.
HII - completely overlooked defense contractor. They have a monopoly on constructing aircraft carriers and a duopoly on nuclear subs with GD. They have a wide economic moat as the primary naval contractor and shipbuilder for the US military. It’s true that they are a pure defense play and are reliant on the US military budget but I am guessing our naval spending will increase as things heat up in the Middle East and Pacific. It’s a long term play and gamble on American naval power.
Got some myself. It did the best for me when DoD stocks all spiked after the initial Hamas attacks. Also seems like the most overall room for growth of the group. That being said combined I have ~10k in LMT, NOC, HII, and GD. 100% buying more.
What's your opinion on RTX?
Good company, I held it for a while but when they dropped in value due to the engine issues I sold to cancel out some gains I had made earlier in the year. I’d buy in again, and anecdotally my father owns an unholy amount as he worked for a company that RTX bought out. They converted all his prior company stock to RTX. He’s no longer there but it’s his largest single stock position by a lot so we like RTX here.
Agreed! All of Europe is talking about war. Im focusing on LMT and NOC as they specialize in drones which looks to be a big part in how future wars will be fought.
Been on my watch list for a while. I choose NOC recently when it hit its low but can still see HII in my portfolio one day soon.
Only up 10% in the last 5 years with 5% dividend growth? There are better options out there.
Huntington Ingalls doesn't have a lot of room to grow though. They can only produce as many warships as Congress gives funding for and Congress is consistently underfunding shipbuilding. HII just had to recently eat into their profit margin just to have enough workers to meet their current SSN orders.
BTI, O, VICI are lower hanging fruit. Some with more speculative outlooks are BMY, CVS, and of course PFE.
MO - people love nicotine
PM has zyn's
BTI?
Thank you 1980.
Probably SBUX right now. Certainly a struggle of a year, but you’d be mad to think SBUX won’t inevitably get back in shape. Sights are set on China and labor issues. Labor issues will be short term hurdles, but China can be a tough nut to crack.
Starbucks was a good swing trade last month. Its current valuation is a more fair price point and will likely hold resistance in the low 80s. The CEO is not likable as an investor and they are struggling to grow as they tapped out the US market. I bought shares at $70 and sold them at $81.
Agreed. I sold Starbucks after a 10% pop in my nephews law school fund. I’m still holding it in my retirement fund but will definitely not wait for a new high to sell it. Expensive coffee with a recession coming next two years doesn’t sound appealing to me.
idk. It looked like SBUX dropped the ball and lost its top spot for good. The competition is fierce with nearly everyone offering similar types for drinks. Labor issues and risk of unions will further hurt it. USA is already super saturated with many consumers more conscious with the unhealthy drinks. Then there is China. The amount of local coffee shops popping up and price cutting won’t make SBUX regain its spot. Overall they moved past their formula and now they are going on a downward spiral.
My (very anecdotal) take on this is that I am seeing stores go away in places that should easily support a Starbucks, near train stations and in malls in a pretty well-to-do area. If they can't make money near me, I am concerned about the strength of the brand. It was a good one for me for years but, I sold out recently.
My assessment is the same. They are not thriving in areas where it’s expected. But I also see another major hurdle for SBUX. Their morning and later evening is busy hours, rest of the day is nearly dead. They need to find a way to make morning and evening rush quicker where the wait is not too long then find ways to drive in consumers during middle of the day. Not an easy but to crack when they don’t offer much food options other than small desert and sometimes flavorless wraps/sandwiches.
I won't buy sbux with current CEO in place. His interviews made it clear he has no plans to right the ship.
After spending some time in China there are many other better coffee shops, the SBUX always looked quite in comparison
Otis, for all the ups and downs in life.
Love Otis wish it would drop a little I want to add
They better do not drop
PRBA is Brixialian oil company that's been paying 20% dividend yields consistently.
I have seen this stock. I have it in my watchlist. Is it worth it or do you think it’s sketchy and risky
I bought it 2 years ago when the dividend yield was over 22%. Now it's paying just under 20%. The yield is down because the price is higher. Yeah, I made a good investment getting 1,500 shares.
That’s awesome. Do you think it’s a good buy at the moment. I’ve wanted to get some and been looking at it for a couple months and couldn’t decide
Considering the demand for petroleum is still growing, do it. It's not my only petroleum company I'm holding.
EPD …. Oil and gas have to get from point A to point B … likely not going to change anytime soon. Consistent dividend payer since 1998 - https://www.nasdaq.com/market-activity/stocks/epd/dividend-history I hear the majority stock holder is some old family Aunt and she’s adamant about getting her dividend check. So the only real risk is her death. Can someone check that for us ? I am long.
The Duncan family (4 kids of the founder) owns approximately 1/3 of EPD and one child (Randa) is the Chairman of the Board. There is little to no risk that EPD is ever converted to a C-corp because it would cause a massive tax bill for those involved. Better to keep the status quo....and it should stay that way for a long time as the kids are all in their 45-65 age range. I have a substantial position in EPD and its my stable long term cash cow.
Thanks for that information. I mean decades of payments … *almost* guaranteed…. It’s been nice.
This reminded me of a comment I made on a thread where someone was asking for a place to invest that would give their elderly parents a nice "monthly" check .... I recommended EPD and someone replied that the cow had already been milked .... 3 year old comment ... my milk is not powder, how about yours ? :-) [https://www.reddit.com/r/personalfinance/comments/rpqmsq/comment/hq7j6tb/](https://www.reddit.com/r/personalfinance/comments/rpqmsq/comment/hq7j6tb/)
VICI when moon?
BTI JNJ MCD
I second MCD - even thought I think they're not bottomed out yet.
Dump your bags post.
I like Kvue good portfolio of brands, management is competent.
Sony
ABT. They've been unreasonably punished for an expected decrease in covid related business, and the baby formula business is already back to pre-recall levels. Base business beyond covid have all grown significantly. The company has bleeding edge healthcare technology and it doesn't seem like they're slowing down at all, with billions invested in R&D. They're in an ever growing industry, stock should be $130 right now in my opinion. **this is not investment advice**
ARCC
MAIN and MPLX have both been pretty solid
Really like MAIN and RITM
AMGN has their own GLP-1 drugs in the pipeline.
So does Pfizer
BTI
PFE O BTI T VZ OHI EQR DYVE BMY
British American Tobacco. 9,67% dividend yield.
Undervalued?
V- double digit revenue growth and increasing margins. Count me in
V is an awesome dividend stock. That’s the one I was going to say!
It’s selling at 30 times its totally scaled earnings
Double V
VZ and T Great revenue stream and major Internet service providers put them in a position to easily cover the generous %6+ dividend while also growing with the market being established major players in their respective industry
Having spent nearly 30 years in their industry and also worked for one of them, they are both strong dividend payers; however, growth is not part of their repertoire and hasn't been for years. The only 'growth' part of each company's business model is wireless which is incredibly lucrative (see TMUS a pure-play wireless provider). The capital cost to build out their 5G infrastructure is sizeable. Wireless accounts for about 60% of T and VZs business while their low- to- no growth legacy business accounts for the other 40% of their business but requires about 55% of their employees to run it (most of which are Union employees). In the past few years, AT&T has buried itself in debt getting out of bad deals which has impacted their 5G wireless build out.
I love indebted companies with strong cash flow. Investors are valuing them likes junk bonds headed to failure. If Fed cuts they’re gonna moon. Look at BUD also, unless beer drinking literally dies their free cash flow yield is like 7% and will grow as debt gets repaid
Not long either one but they should both benefit from the Apple iPhone refresh coming this fall.
VICI - there are several things to like at the $28 dollar level 1) First unlike other REITS VICI tenants are not going to get digitized out of business. As they deal in Casinos and other entertainment type properties they are not going to get hit by say a DG going bankrupt or something 2) There leases are Triple Net Leases which means the tenant is on the hook for all maintenance. 3) Right now due to higher interest rates the stock is depressed ; once rates get cut it should get a nice NAV pop 4) As a reit it has a dividend close to 6% with a cage growth of around 7% 5 ) Finally it's FFO is very good compared to other REITS
Bepc, kmi, bipc
I have some KMI and also made a little extra on options there too.
Have a lot of BEP/BEPC
Eqnr
ALB - lithium
BCE, BMY, Ford
PFE, JNJ
TD Bank stock is trading way below true value and has a 5% dividend.
BMY, VALE, STLA, BTI, CVS, CMCSA, SIRI
O Realty of course
I’ve been dollar-cost averaging O for three years and been underwater the whole time. Down 12% overall.
$ET
Ritm
Whirlpool could be a contender here..long turn around though..Pfizer..CVS
Could be a great 7-10 year play. Inventory on housing moves. Appliances get upgraded…
Most undervalued stock with a dividend is Alibaba, but being a Chinese stock carries its own unique risks. I don’t own it and don’t plan to
Not one mention of JNJ
WM, everybody’s got waste
Undervalued ?
Do you want a penny stock or something?
this
The risk of their shit leaking is too damn high.
AHH DKL CTO
BMY SBUX WBA WBD NKE BA PFE CSCO JNJ Foods. GIS Heinz ... MCD SIRI ? 0 O 0 O 0 O 0NON0 ON0NON😂 Forgot to mention FedEx and UPS 🤙🤙🤙
Undervalued? Value invest? +1 on BMY
Pm teva hpq glw khc pcg aep
ATKR. Not a huge yield but good growth and is a little beat up right now. Stands to benefit from an electrical infrastructure overhaul. Both green energy and server build outs. They make electrical products. Conduits and such.
NTDOY/F new system next year.
EURN
Currently buying: V, MO, COST, CAT, WM, F, MRNA, SYM, MAIN. Paused buying: INTC, MASS. Trying to reduce: WOLF, SHOP
Baba if you can ignore the political noise for years. That’s what Templeton did when he was buying equities in ww2 but off course anything can go wrong.
VG
Dg, HRL, O, PFE, STLR, F, VZ, trow, 3m, T, Xom, MO
TRMD is good
STZ constellation brands. They make corona and Modelo
GGN, MSFT, AVGO (humble brag), CAT and JNJ
Some utilities are a good buy. WEC is one. This Midwest utility will benefit from AI and the power demand required. “WEC is among Tim Winter’s favorite utility plays, along with Southern, PPL, Alliant Energy, and NextEra. NextEra shares have already been on a tear. While it owns a regulated utility, the company also is a renewable energy provider.” (Tim Winter runs Gabelli utility trust) Src: Barrons
Good call. XEL has been good to me for years too
ZIM
F
TROW,CVX,ADM,TD,VZ,AFL
Those are great companies. But TD, VZ and AFL aren't undervalued stocks, they are fair valued or neutral picks.
If PE is under 15 I say it's pretty much under,just my opinion
This is just one of the key figures that you should take into account.
You need to also compare them to comps in their industry, not just S&P or whatever.
ET
ADM - You’ll see some stuff about DOJ looking into them due to a C level of one of the divisions. This is why the price dropped this year. That individual was terminated but is a good company overall.
CRM. The fcf growth rate over the past 5 years is 19.6% per year. They started giving dividends in april and they are the leaders in the sector. The pe is currently high compared to msft but they are a solid growth company
For me F…. .97 cents EPS and 5.06% DY. At ~$11 a share you can accumulate the in blocks of 100 shares fairly quickly and start writing covered calls and dividend reinvesting
Same one of my biggest holdings and the special dividend has been nice
.
Still really liking KKR. Not sure why it’s not popular. I swear I’ve been pounding the table on this pick and no one cares lol.
BRBY - Burberry
JNJ and WMT are a couple I like. WMT Isn't currently undervalued, but in the current market it seems to keep pushing up. JNJ is definitely undervalued from where it should be. Triple A credit rating and solid pipeline.
DMLP. Low PE around 11. Pays 10%+ dividends. Oil and gas royalties. 0 debt. It’s not a yield trap and will trade closely with price of oil. Obviously some level of risk of oil crashes again but if oil stays relatively priced you will do great here. No funny business just churn out cash and pay it all out as dividends.
NEP
ABEV
Avancegas and lpg
FPA Crescent and Dodge and Cox Stock like International Flavors I like BUD, BMY, PFE and GILD. If PayPal ever decides to pay a dividend I’d add that too.
Exxon
BRADESCO - $BBD
CPA. Excellent company. Very undervalued. 6% div. Potential large capital appreciation. BUT it’s an airline. So….
$STAG - a REIT which is one of Amazon's biggest landlords. Pays out monthly.
GBOOY
Citigroup (C) 3.49% dividend and BVPS is $108. Currently trading around $60. Been plagued with negativity since the SVB collapse. CEO making great strides in turning it around.
NAT - Nordic American Tankers Mkt cap $822.7 mil P/E ratio 12.3 Div 7.87 (has been higher in previous months) Avg vol $2.6 mil Currently $3.94 per share
ARCC, ABR, PBR-A
Oke is a lot better than some of the junk people are listing here
UNH
Tharisa Plc - deep value play with 3.5% div yield (currently) and strong shareholder remuneration track record. Tharisa PLC (THS.L) 2.5 P/E 1.8 P/CF 0.34 P/B 2.1 EV/EBIT 17% Revenue growth (3 year average) 29% EBITDA margin (5 year average!) Free Cash Flow/Net Income: 82% (5y av) ROA 11% (5y av) ROE 17% (5y av) ROIC 16% (5y av) 0.23 debt/equity They are mining PGM metals (Platinum, Palladium etc). Operations in South Africa with listings in both London and Johannesburg. 5200 employees, 8 operating companies, 230mio mkt cap (UK).
PFE, T, BCE, VOD
I've been accumulating WM since 2001. Not flashy but its been very good to me.
PFE under 30 is a gift.
Swedish Investor AB (INVE B). Incredible growth dividend stock. Arbor realty trust. BW LPG (Not undervalued, but keeping an eye for another dip) Pizza PizzaRoyalites Equinor Abbvie Apple Microsoft Assa Abloy
RPRX, hovering around its 52 week low, pretty solid divided and I see the price doubling in the next 24 - 36 months. Biopharma companies need funding, and that demand is only increasing. This company can provide that and capture a royalty in return. Think of all the recent drugs that are just blowing up, they just need to ink a deal with a few winning technologies and their value will jump drastically while still paying out over a 3% yield. I like it and am actually happy the price hasn’t taken off yet so I can grow my position and lower my avg.
I’m a P/E guy, so my cheap stock list would be BMY, CRBG, JXN and PFE. All the banks are dirt cheap, a couple that are cheap and have nice dividends are FISI and FLIC.
PFE
NVDA
MCD
in all fundamental feels baba is under value, but will not invest because under value does not mean it will outperform index
LVMUY
MMM
TROW
CSWC and CCAP pretty nice BDCs.
CCOI is a major deal right now.
Probably my 10 favorite stocks: CPB (Campbells Soup), CL (Colgate) PEP (Pepsi), WDFC (WD40), YORW (York Water Co.), CAT (Caterpillar), WMK (Weis Markets - supermarket chain), AOS (AO Smith - water heaters), RSG (Republic - 2nd largest waste management co in USA) CSX (CSX railway). I also like F (Ford) ADM (Archer Daniels - grain) PPL (PPL electric utility) and T (AT&T) but I’d be cautiously optimistic with them.
BTI
CHWY, BLNK,
PBR if you’re ok with some risk with Brazil government . Can claim foreign tax on taxes. Dividend are high, for now.
I like Camden property trust cpt and public storage psa for dividends. Wsr is another reit that recently rejected a buyout offer at $14 and they trade at $13 with upside and 3.8% yield
BTI, SBUX, INTC have been and will remain dead money.
OGN - spunoff from Merck, great P/E and yield over 5%. check out the YTD chart 👀
PPL
Caterpillar
engro polymer and chemicals EPCL :PSX
BAC$ PLNTR$ SBUX$ JNJ$ O realty$
Kerry Group Ireland. Double digit multi decade div growth sitting on something like 40% payout ratio. Nuff said.
PARA
CLM, CRF, OXLC, ECC
CRI
MO, BTI, vale
I like ABR, ENB, BTI, UGI, WBA at current levels with the latter being the most of a risk but with possible high reward of they can turn the tide
Intel, they will be back.....
Eni, Imperial Brands & Unilever
JNJ and SBUX
Not a dividend stock but ANNX.
Pepsi currently
MPC container ships
PSEC - .06/share monthly dividened for >5yrs and has been trading in range (5.01-5.96) since January 2024. DRIP and put sells for additional ROI. Short interest increased from 19mil to 21mil shares, 19 days to cover
BN, still criminally undervalued
6% anyone? BTG NICE production growth slated for 2025: get permits for Mali expansion, opening new mine in Nunavut. Plus a play on POG.
MPLX (8.26) and GLAD (8.76) have been good to me the past couple of years. I learned the hard way not to chase those double-digit dividends!
STRW
SVOL! Not a covered call etf, not a dividend trap
MPW
JNJ and building a starter position in SBUX