For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week:
For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week:
“The bank’s financials continue to recover after the financial crisis, with rising interest rates forecasted next year I think investors will see more stock buybacks and dividend increases.”
“I’ll go a bit more conservative than everyone here and say $T. Last I checked, the dividend for AT&T was pushing 6%. People are overreacting to the pushback on the Time Warner deal. It’s still a great business with a strong legacy and steady cash flow. The only real problem is its debt, but either the deal goes through and that extra cash flow pays down the debt, or it doesn’t go through and they don’t take on that extra debt. Either way, AT&T is an amazing and safe company that’s yielding in the high 5%’s, and it’s one of the rare exceptions to the time tested rule of avoiding high yielding stocks due to their danger.”
“As a deep value investor I like to buy companies that are completely out of favor. Investors believe GME is Blockbuster Video, but I believe they are wrong. This stock is priced as if GME will eventually go bankrupt. However, management has been preparing for declining revenues by diversifying and preparing for future growth. In the meantime they are generating tons of cash flow and sell at a bargain basement price of 3.3 EV/EBITDA, a 14% Free Cash Flow Yield, and a dividend yield in excess of 8.4% at the current price of $18.07.”
(no reason provided)
“I’m repeating my pick from last year. Obviously, UEX doesn’t represent the safe, dividend growth type stocks I usually write about. But seeing as this is a stock picking competition, I always like to swing for the fenses. Last year, UEX performed good enough to earn me a 7th place finish. This year, I think it could get me to the top of the pack… or dead last.Mr. Market has still priced uranium irrationally low. Spot rates still sit below the industry’s cost of production. That means miners lose money on every pound of uranium they haul out of the ground and make it up in volume. This situation is clearly not sustainable. As we saw last year from Cameco, miners will cut production, supplies will tighten, and uranium prices will slowly rise. That could send beaten down names like UEX soaring.”
“I’m bullish on crude in 2018, as I think this run to $60 is just the beginning. XOM shares haven’t really participated in the run-up yet like CVX has, so I think there is some catching up to do. XOM isn’t as levered to the price of oil as some other smaller E&P’s, but the risk/reward at a 3.7% is compelling.”
For your weekend reading pleasure, the articles listed below contain some of the best dividend and value investing insights found on the web. They were written by various members of the Dividend Investing and Value Network over the past week:
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