Dividendaandelen
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Re: Dividendaandelen
www.fool.com; Reuben Gregg Brewer, Mar 25, 2021 at 8:00AM
Kellogg: Out-of-favor opportunity
Kellogg (NYSE:K), offers a roughly 3.8% yield today. It's trading near the high end of its historical yield range. That suggests it's trading at a potentially attractive price point right now.
Most people probably think of Kellogg as a cereal maker. However, over the past few years, it has overhauled its portfolio. Today, snacks make up around half of the company's sales, which puts it in a similar space to PepsiCo. The rest of Kellogg's top line comes from cereal (about a third of sales) and frozen goods (the rest).
Kellogg also generates around 40% of its sales from outside of the United States, which provides geographic diversification. Although Kellogg doesn't make soda, its business has some major similarities to PepsiCo and both definitely fall soundly into the consumer staples sector.
The problem is that Kellogg is calling for sales to drop 1% in 2021. But that's following on material growth in 2020 driven by social distancing and work-from-home trends during the coronavirus pandemic.
When management adjusts for that one-year windfall event, it believes growth will come in at a reasonable 2.5% two-year annualized rate. That's a solid number and suggests that management's repositioning effort is paying off. If you can look past the headline numbers to see the underlying trends, you might want to add the potentially misunderstood Kellogg to your buy list.
Kellogg: Out-of-favor opportunity
Kellogg (NYSE:K), offers a roughly 3.8% yield today. It's trading near the high end of its historical yield range. That suggests it's trading at a potentially attractive price point right now.
Most people probably think of Kellogg as a cereal maker. However, over the past few years, it has overhauled its portfolio. Today, snacks make up around half of the company's sales, which puts it in a similar space to PepsiCo. The rest of Kellogg's top line comes from cereal (about a third of sales) and frozen goods (the rest).
Kellogg also generates around 40% of its sales from outside of the United States, which provides geographic diversification. Although Kellogg doesn't make soda, its business has some major similarities to PepsiCo and both definitely fall soundly into the consumer staples sector.
The problem is that Kellogg is calling for sales to drop 1% in 2021. But that's following on material growth in 2020 driven by social distancing and work-from-home trends during the coronavirus pandemic.
When management adjusts for that one-year windfall event, it believes growth will come in at a reasonable 2.5% two-year annualized rate. That's a solid number and suggests that management's repositioning effort is paying off. If you can look past the headline numbers to see the underlying trends, you might want to add the potentially misunderstood Kellogg to your buy list.
Re: Dividendaandelen
Enbridge, Inc.
We’ll start our look in the Canadian energy sector, where Enbridge is that country’s largest distributor of natural gas. Enbridge boasts a series of ‘bigs’ in the energy transport industry, including a 25% market share in the movement of North American crude oil, and the distribution of 20% of the natural gas used by US consumers. Enbridge also operates the third-largest natural gas utility in North America, counting by total customers.
Enbridge saw big gains in earnings in its Q4 report, showing GAAP EPS increasing by 138% year-over-year to 88 cents per share. The C$2.25 billion in cash from operations was also a significant year-over-year gain. These strong quarterly results came even as the full-year results showed declines from the end of 2019.
Enbridge finished Q4 with C$2.2 billion in distributable cash flow, up 10% from C$2 billion in 4Q19. For the full year 2020, this metric – which is used to fund the dividend payment – came in at C$9.4 billion, a modest gain from the 2019 value of C$9.2 billion. These funds were put to good use; the company raised its quarterly dividend in 1Q21 by 3%, to 83.5 Canadian cents per common share. For US investors, this comes to 65 cents per share. Enbridge has a long history of reliable dividend policy, and has made 26 consecutive annual increases. The current dividend yields 7.27%.
No company exists in a vacuum, and Enbridge has gotten a boost from a recent transaction in the western Canadian oil sands. Brookfield Infrastructure Partners made a large purchase of midstream oil capacity from that region, in what was taken as a vote of industry confidence.
https://finance.yahoo.com/news/2-strong ... 17683.html
We’ll start our look in the Canadian energy sector, where Enbridge is that country’s largest distributor of natural gas. Enbridge boasts a series of ‘bigs’ in the energy transport industry, including a 25% market share in the movement of North American crude oil, and the distribution of 20% of the natural gas used by US consumers. Enbridge also operates the third-largest natural gas utility in North America, counting by total customers.
Enbridge saw big gains in earnings in its Q4 report, showing GAAP EPS increasing by 138% year-over-year to 88 cents per share. The C$2.25 billion in cash from operations was also a significant year-over-year gain. These strong quarterly results came even as the full-year results showed declines from the end of 2019.
Enbridge finished Q4 with C$2.2 billion in distributable cash flow, up 10% from C$2 billion in 4Q19. For the full year 2020, this metric – which is used to fund the dividend payment – came in at C$9.4 billion, a modest gain from the 2019 value of C$9.2 billion. These funds were put to good use; the company raised its quarterly dividend in 1Q21 by 3%, to 83.5 Canadian cents per common share. For US investors, this comes to 65 cents per share. Enbridge has a long history of reliable dividend policy, and has made 26 consecutive annual increases. The current dividend yields 7.27%.
No company exists in a vacuum, and Enbridge has gotten a boost from a recent transaction in the western Canadian oil sands. Brookfield Infrastructure Partners made a large purchase of midstream oil capacity from that region, in what was taken as a vote of industry confidence.
https://finance.yahoo.com/news/2-strong ... 17683.html
Re: Dividendaandelen
www.fool.com; Chuck Saletta Mar 23, 2021 at 10:30AM
Unum Group
An insurer that focuses on employee benefits
Unemployment spiked during the coronavirus pandemic. Even as vaccinations are becoming more common, jobs haven't yet recovered to their pre-pandemic levels. That combination has weighed heavily on insurance company Unum Group (NYSE:UNM), whose shares are available at around half the company's book value.
Unum Group offers insurance as a part of employee benefits, which makes its fortunes at least somewhat tied to the state of the job market. At least in part because of unemployment uncertainty, the company is not expected to grow all that fast over the next few years. That's weighing on the company's share price and is a big part of the reason its stock is trading so cheaply.
From an investor's perspective, that low price allows it to offer its shareholders a dividend yield of around 4.1%, even though that dividend consumes a mere 30% of the company's earnings. As a result, investors are getting paid decently to wait for more favorable conditions to return, while owning shares that are priced as though that future will not come for a long time. There are no guarantees in the market, but the risk/reward trade off looks like it could be favorable for patient Unum Group investors.
Unum Group
An insurer that focuses on employee benefits
Unemployment spiked during the coronavirus pandemic. Even as vaccinations are becoming more common, jobs haven't yet recovered to their pre-pandemic levels. That combination has weighed heavily on insurance company Unum Group (NYSE:UNM), whose shares are available at around half the company's book value.
Unum Group offers insurance as a part of employee benefits, which makes its fortunes at least somewhat tied to the state of the job market. At least in part because of unemployment uncertainty, the company is not expected to grow all that fast over the next few years. That's weighing on the company's share price and is a big part of the reason its stock is trading so cheaply.
From an investor's perspective, that low price allows it to offer its shareholders a dividend yield of around 4.1%, even though that dividend consumes a mere 30% of the company's earnings. As a result, investors are getting paid decently to wait for more favorable conditions to return, while owning shares that are priced as though that future will not come for a long time. There are no guarantees in the market, but the risk/reward trade off looks like it could be favorable for patient Unum Group investors.
Re: Dividendaandelen
Je had ze beter gekocht toen ik ze aanbeveelde sta nu op 64,51% winstMattia schreef: ↑25 maart 2021, 17:39 Beetje Unum Group gekocht.
https://finance.yahoo.com/quote/UNM?p=U ... c=fin-srch
Re: Dividendaandelen
lop schreef: ↑25 maart 2021, 17:58Je had ze beter gekocht toen ik ze aanbeveelde sta nu op 64,51% winstMattia schreef: ↑25 maart 2021, 17:39 Beetje Unum Group gekocht.
https://finance.yahoo.com/quote/UNM?p=U ... c=fin-srch
Ik ben nog maar een 4 tal maanden aanwezig op dit forum en toen stonden ze nog rond de 20 , ik moet wel toegeven dat ik reeds een analyse van het aandeel had sinds mei 2020 waarmee ik niks gedaan heb.
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anonymous9
Re: Dividendaandelen
Een eerlijke vraag: hechten jullie veel belang/geloof aan die korte artikeltjes op pakweg de Motley Fool of Tipranks?
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anonymous9
Re: Dividendaandelen
Oké, bedankt. En wat die betalende website betreft. Controleer je alle gegevens en details? Of betreft het een website met een uitstekende reputatie zonder foutjes?
Re: Dividendaandelen
De analyses blijven jaren op de website staan en dus is het gemakkelijk te controleren wat ze schreven, bovendien doe ik dan ook nog wat opzoekwerk en beslis pas dan of ik koop of niet, meestal koop ik slechts één op tien ....
Re: Dividendaandelen
Klopt niet helemaal wat ik schreef, op dit ogenblik staan er 28 ondergewaardeerde aandelen in de lijst en ik heb er daar 5 van aangekocht, dat is dus meer dan 1 op 10.
Re: Dividendaandelen
Nee , want alles wat ze daar aanbevelen zijn aanbevelingen die maanden geleden werden gedaan kijk naar UNM als voorbeeld . Was de toppick toen de koers aan 16$ noteerde halfweg verleden jaar.
ABBV , OZK , FRT , voorbeelden genoeg als namen ziet verschijnen dan ben je minstens 50% winst kwijt
Aanbevelingen van betalende analisten klopt wel maar werkt nog steeds met variabele cijfers en gemiddelden .
Klopt 100% maar als de toestand veranderd van het bedrijf tja, niemand heeft een glazen bol
Daarom dat de grootste slaagkans is met bedrijven die standvastig zijn en A score hebben qua risico .
Bedrijven met een c rating of lager kun je al beschouwen als gokken .
Zelf beperk ik me tot A en B
Re: Dividendaandelen
cisco zie je nu ook opduiken als aanbeveling bij gratis sites .
Terwijl ik de aanbeveling heb gehad in november 2020
bijna 40% lager was de koers dan nu
Terwijl ik de aanbeveling heb gehad in november 2020
bijna 40% lager was de koers dan nu
Re: Dividendaandelen
Volgens mijn eigen analyse en observaties is Kellogg totaal niet koopwaardig!!