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Stock

Dividend

Debt to

Market Cap

P.E.

Total Cash

Operating margins

Revenue

Operating
Cash flow

SDRL

8.80

144

16.02B

7.3

538M

39.8

4.35B

1.53B

LINE

7.30

84

6.53B

16.12

10.07M

92.3%

792M

573M

SCCO

7.8

67

26B

11.45

1.78B

53.9

6.65B

1.53B

SeaDril LTD (NYSE:SDRL)

It is an offshore drilling contractor, provides offshore drilling services to the oil and gas industries worldwide. It has a market cap of $16 billion and an Enterprise value of $25.29 billion. Transocean LTD (NYSE:RIG) and Noble Corporation New Common S (NYSE:NE) are two competitors of SDRL’s. SDRL leads them both in gross margins. Gross margins (ttm) at SDRL are 57.12%, while at RIG and NE they are 40.66% and 35.77%, respectively. NE does lead SDRL in terms of quarterly revenue growth (yoy); it is 20.5% for NE Vs 7.2% for SDRL, though NE only pays a dividend of 1.4%. RIGs quarterly revenue growth (yoy) is -1.7% and it pays out a dividend of 6.4.

  • Short percentage of float: 1.7%
  • Percentage held by institutions: N/A
  • ROE: 33.9%
  • Qtrly Earnings Growth (yoy): 94.6%
  • Total debt: $9.66B
  • Book value: $14.38
  • 200 day moving average: $32.69
  • Dividend rate: $2.78
  • Payout ratio: 66%
  • Dividend growth rate 3 year average: 29.9%
  • Dividend yield 5 year Average: N/A
  • Consecutive dividend increases: 1 years
  • Paying dividends since 2008
  • Total return last 3 years: 355%
  • Total return last 5 years: 166%

Linn Energy LLC (NASDAQ:LINE)

LINE is organized as an MLP (master limited partnership) and is an independent oil and natural gas company, engaged in the development and acquisition of oil and gas properties in the United States. It has a market cap of $6.53 billion and an enterprise value of $9.66 billion. It mission is to acquire, and develop a growing portfolio of long life oil and natural gas assets and in the process maximize cash flow.

It has grown from a company that managed a handful of wells to a multibillion-dollar entity that is among the top 20 independent US oil and natural gas development companies in the U.S. As of December 31, 2010, it had proved reserves of 2,597 billion cubic feet equivalent of oil and gas, and natural gas liquids, as well as operated 7,097 gross productive wells. LINE is set to increase production by roughly 30% in 2011, which is spectacular to say the least and clearly illustrates that this company is interested in delivering maximum value to its share holders.I believe this company would make for a good investment for those investors seeking capital gains as well as a steady stream of dividend payments.

In 2009 it delivered a 100 percent rate of return to unit holders.In the 3rd quarter Linn Energy announced that it purchased over 500,000 shares at an average price of $32.76. Insiders have also been adding to their positions. Director T. Jacobs purchased 30,000 shares in Aug (Aug 5 and Aug 8) at $32.76 to $34.00 a share. Director A. Walker purchased 4,000 shares at $31.76 to $32.85 a share on August 8. Officer Mark Ellis purchased 5,000 shares at $32.76 a share.

  • Short percentageof float: 1.4
  • Percentage held by institutions: 19.8
  • ROE: 11.9
  • Qtrly Revenue Growth (yoy): 32.8%
  • Total debt: $ 3.12B
  • Book value: $21.00
  • 200 day moving average: $37.67
  • Dividend rate: $2.76
  • Payout ratio: 169
  • Dividend growth rate 5 year average: 22.45%
  • Dividend yield 5 year Average: 9.9
  • Consecutive dividend increases: 1 year
  • Paying dividends since 2006
  • Total return last 3 years: 196%
  • Total return last 5 years: 95%

Southern Copper Corp (NYSE:SCCO)

It engages in mining, exploring, smelting, and refining copper ores in Peru, Mexico, and Chile. It has a market cap of $26 billion and an enterprise value of $27 billion. In a recent article, Motley Fool rated SCCO as one of the top mining stocks.

Forbes stated in a recent article that Southern Copper Corp (has been named as a Top 10 dividend paying metals and mining stock, according to Dividend Channel, which published its weekly ”DividendRank” report. The report noted that among metals and mining companies, SCCO shares displayed both attractive valuation metrics and strong profitability metrics. The report also cited the strong quarterly dividend history at Southern Copper Corp, and favorable long-term multi-year growth rates in key fundamental data points.

There are other stocks in the copper sector that are attractive plays, such as Freeport-McMoRan (NYSE:FCX), but given that SCCO pays a dividend of 7.8% as opposed to the 2.5% FCX pays, we suspect that dividend investors will favour SCCO over FCX. SCCO is certainly a much safer bet than the more speculative Taseko Mines, Ltd. Common Stock (NYSEMKT:TGB), though on a percentage basis TGB will most likely appreciate much more than SCCO once copper prices stabilize.

  • Short percentageof float: 3.4
  • Percentage held by institutions: 14.10
  • Percentage held by insiders: 80.8%
  • ROE: 57.32
  • Qtrly Earnings Growth (yoy): 81.6
  • Qtrly Revenue Growth (yoy): 38.8
  • Total debt: $2.75B
  • Book value: $4.89
  • 200 day moving average: $31.71
  • Dividend rate: $2.46
  • Payout ratio: 90
  • Dividend growth rate 5 year average: 53.4%
  • Dividend growth rate 3 year Average: 88%
  • Dividend yield 5 year Average: 6.8
  • Consecutive dividend increases: 1 year
  • Paying dividends since 1996
  • Total return last 3 years: 196%
  • Total return last 5 years: 95%

Conclusion
All 3 companies would make for great long term investments and appear even more attractive because of the large dividends they all pay out. As the markets have run up quite a bit, I would wait for a pullback before opening up new positions.

Source: 3 Great Materials Plays Paying Excellent Dividends