- analyst OK. tgt $26 …. https://www.wsj.com/market-data/quotes/SSREY/research-ratings
- .. we can wait for better valuation.
- π CDY about 5%.
- .. Consecutive years of stable or rising dividend: 11
- https://www.kiplinger.com/investing/stocks/602578/european-dividend-aristocrats-international-stocks — Apr 2021
- bluechipΒ insurer from Switzerland
- 5Y zigzag-flat, half-recovered after early 2020 plunge
Tag: t_divB
RHHBY[Roche] 3%
- 3M down; 5Y up
- 3.6% CDY including buyback yield https://www.morningstar.com/stocks/pinx/rhhby/dividends, but other sites show lower CDY
- .. Consecutive years of stable or rising dividend: 34
- analyst OK.. tgt $48 https://www.wsj.com/market-data/quotes/RHHBY/research-ratings
- π no fractional allowed
- https://www.kiplinger.com/investing/stocks/602578/european-dividend-aristocrats-international-stocks says Roche is the world’s largest biotech company, worth $300B
GSK 7% blue-chip #up to $200
- analyst positive. avg tgt $43
- π 7% CDY .. div maintained through 2020.. https://www.nasdaq.com/market-activity/stocks/gsk/dividend-history
- https://www.macrotrends.net/stocks/charts/GSK/glaxosmithkline/dividend-yield-history shows 32 years of div history.
- π rare CDY among big pharma stocks. Only GILD is close at 4%.
- π 12M down
- 90B established household brand
SBRCY 6.5% Russia bank
- π 12M not recovered
- π CDY 6.5% div maintained through 2020 https://www.morningstar.com/stocks/pinx/sbrcy/dividends
- π good DPR
- π analyst 94%
- 80B established, largest bank in Russia, Central and Eastern Europe
- small quantum
NNN: retail REIT 30Y div trec
- π div increased through 2020 — https://www.nasdaq.com/market-activity/stocks/nnn/dividend-history
- π (NNN, $35.95)Β has increased its dividend for 30 consecutive years.
- Analyst rating: neutral
- π 12M price trend? depressed
Comparable to O:US
DUK + SO: utilities with long div trec
— DUK
- π div increasing through 2020 — https://www.nasdaq.com/market-activity/stocks/duk/dividend-history
- π established ..Β 2020 is the 94th consecutive year that the regulated utility paid a cash dividend. Mkt cap 70B
- π price not fully recovered
— SO
- π div increasing through 2020 — https://www.nasdaq.com/market-activity/stocks/so/dividend-history
- π established .. paying uninterrupted dividends since 1948. Market cap 60B
- π 12M price not fully recovered; 3M up-n-down
- Analyst rating: neutral
A-list dividend stocks #!! hot stocks
— (imprecise) qualifying criteria for A-list or η²ηΊ§ dividend stock: — steady dividend trec
Price? a secondary concern if you mostly focus on current income. Nevertheless, the price trend need to be reassuring, providing long-term confidence of “capital preservation” .. very similar to the criteria I shared with Tanko in my 10 Jan 2021 mail.
If the dividend trec gives us confidence, then the annual profit and free cash flow should protect the stock price. That is in theory, in my theory. PriceΒ in the real world is mostly supply^demand. I can only hope supply^demand catches up with the profit.
— avoid the mass market hot favorites
Similar to principles of value investing and my rEstate investing, I decide to deviate from the mass market norm and pick my own favorites.
My own picks are usually not among the market’s hot favorites like tech stocks. Hot favorites are usually overvalued.
— examples
- sector: oil majors + oil/gas infrastructure
- sector: utility
- sector: tobacco
- sector: venerable REIT
- sector: foreign (not U.S.) banks, insurer
- sector: telco
- — names
- T:US .. the first and defining example
- O:US? A
- XOM? A
— defining div*
- divB: slightly lower than divA, often due to lower CDY. Usually big names OR with proven trec
- Name recognition is same as divA, and higher than divD.
- divD: the DDDDdefault level when we don’t have time to decide.
- Can also be a known brand (incl. ADR) but low CDY.
- divU: UUUnknown names with decent CDY, AND without any article showing its trec or financial strength. Note high CDY alone isn’t enough to lift a name out of this category
MFC(CAN)/UBS: rare financial dividend stocks
- π small unit price. Easy to experiment
— MFC
- reasonable CDY around 5%
- π Canada: Note displayed CDY is pre-tax, but tax is automatically withheld on every div π See my email to Robinhood.
— UBS
- ) div continued through 2020 albeit unstable .. https://ycharts.com/companies/UBS/dividend
- reasonable CDY around 5%