Skip to main content

U.S. News & World Report Recommendations: Here's My Take

In a recent article U.S. News and World Report recommended 11 stocks that pay "great" dividends.

Here's my take. The whole purpose of this exercise is to illustrate that while a lot of people are making recommendations, only you can do the research and exercise due diligence before investing your own money. My recommendation if you're looking for yield is to search for an ETF that offers decent yield, and can spread the risk among dozens of companies. While you might get a little less yield, you get less risk.

Altria Group (MO)
Current Yield: 6.7%
Besides investing in cigarette brands, its PE is twice the sector average, earning are not growing and its dividend payout ratio is high. Sales and earnings growth is anemic. I would avoid.

Macherich Co. (MAC)
Current Yield: 11%
This is a REIT that invests in malls. That for me says no. There are better REITS out there.

Macy's (M)
Current Yield: 9.9%
At one time, Barron's recommended Macy's when it sold for $35 per share. It now sells for $15. The company has no sales or earnings growth, so there is a reason for the high yield. Unless you want to take the risk of a turn around play, I'd avoid this stock.

Helmerich & Payne (HP)
Current Yield: 7.4%
This is an energy firm that provides drilling rigs to larger firms. The rig count is down about 20% over the last couple of years, so I don't see a lot of growth. Why am I worried about growth? Without growth, dividends can't keep up. While I'd do more research, I do have some energy in my portfolio, but mostly pipelines and delivery companies. Tread with caution.

Williams Companies (WMB)
Current Yield: 6.9%
Another energy company, but one that operates natural gas and oil services in the processing and transportation area. This might be a good contrarian play, but their payout ratio is over 100%, so there is risk here.

Iron Mountain (IRM)
Current Yield: 7.6%
This company started out as a document storage company and has moved into information management and security. It stock price is fairly stable and it has been growing dividends. Probably one of the magazine's better recommendations.

L Brands (LB)
Current Yield: 6.7%
A specialty retailer, which includes Victoria's Secret, Bath & Body Works, White Barn and others. Probably a better play in the retail sector, with a low payout ratio. I still am leery of the retail space, but this might be a good investment if you are knowledgeable about retail.

Invesco Ltd. (IVZ)
Current Yield: 7.5%
This firm offers ETFs. Its share price is down about 50%. A turnaround play? Why not check out their ETFs instead.

CenturyLink (CTL)
Current Yield: 7.1%
A telecom company who has been growing through acquisitions, so the company has a lot of debt. If you're interested in telecom, you might check out AT&T, Disney, or Verizon. These have lower dividends yields but might be better choices.

Comments

Popular posts from this blog

California: A Model for the Rest of the Country, Part 2

Part 1 here . On Leaving the Golden State Guest Post by NicklethroweR . Posted on the Burning Platform. The fabled Ventura Highway is all that separates my artist loft from the beach where surfing first came to the United States. Both my balcony and front patio face the freeway at about eye level and I could easily smack a tennis ball right on to the ever busy 101. Access to the beach and boardwalk is very important to a Tourist Town such as mine and I can see one underpass from my balcony and another underpass from the patio. Further up the street are two pedestrian bridges. Both have been recently remodeled so that people can not use it to kill themselves by leaping down into traffic. The traffic, just like the spice, must flow and the elites that live here do not like to be inconvenienced as they dart about between Malibu and Santa Barbara. Another feature of living where I live would have to be the homeless, the insane and the drug addicts that wander this particular

Proper way to calculate CAGR using T-Sql for SQL Server

After reading (and attempting the solutions offered in some) several articles about SQL and CAGR,  I have reached the conclusion that none of them would stand testing in a real-world environment. For one thing, the SQL queries offered as examples are overly complex or don't use the correct math for calculating proper CAGR. Since most DBAs don't have an MBA or Finance degree, let me help.  The correct equation for calculating Compound Annual Growth Rate (as a percentage) is:  Some key points about CAGR:  The compounded annual growth rate (CAGR) is one of the most accurate ways to calculate and determine returns for anything that can rise or fall in value over time. Investors can compare the CAGR of two alternatives to evaluate how well one stock performed against other stocks in a peer group or a market index. The CAGR does not reflect investment risk. You can read a full article about CAGR  here .  To calculate the CAGR for an investment in a language like VB is pretty straight

Top Five Consumer Cyber Security FAQs

Business, technology, environmental and economic changes are a part of life, and they are coming faster all the time. All of these changes and advancements can be distracting and make us more vulnerable to cyber scams. That's why protecting your credit is a critical part of protecting yourself from cyber security threats. Security researchers have reported that hackers and scammers are using any opportunity or vulnerability to target both individuals and companies. You may have already seen these attempts in the form of fake emails or calls. Here are the top five questions Equifax ®  has received about how individuals can protect themselves from cyber security threats and help to improve your credit protection. 1. How can I better protect my credit? Check your credit reports frequently. You can get free credit reports from the nationwide credit reporting agencies (Equifax, Experian ®  and TransUnion ® ) at annualcreditreport.com. Check your credit reports frequently to closely moni