Seeking Alpha

Douglas Denhartog

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  • 4 Mining Companies To Bury And Forget
    Fri, Jun. 27 RGLD, SLCA, FNV 19 Comments

    Summary

    • All of these companies are up at least 75% in the last 52 weeks and may be due for a correction.
    • 100%+ earnings payout ratios may require these companies to cut their dividend.
    • These companies trade for more than twice their peer’s price to earnings, book and sales ratios.
  • Scrap These 8 Wood And Metal Companies
    Fri, Jun. 27 CRS, ATI, NUE 9 Comments

    Summary

    • The median dividend yield of these companies is only 1%.
    • These companies have an implied downside of 35% should they converge to the median of their peers.
    • The price to earnings of these companies is nearly twice that of the S&P 500 and their peers.
  • Sidestep These 2 Overvalued Chemical Companies
    Thu, Jun. 26 BCPC, FMC 1 Comment

    Summary

    • Both of these companies currently trade for more than twice the S&P 500’s price to earnings.
    • Neither of these companies has a dividend yield above 1%.
    • One of these companies is the second most expensive company by price to book among its 51 peers.
  • 3 Undervalued Metal Companies To Fuse Into Your Portfolio
    Tue, Jun. 24 CLF, PKX, GGB 15 Comments

    Summary

    • Each of these 3 companies currently trades for less than 1 times price to book value.
    • Median percent above 52-week low values of these three companies implies a potential 16% upside.
    • The price to earnings ratio of each of these companies is below the S&P 500’s.
  • 2 Undervalued Chemical Companies To Snatch Up Before They Evaporate
    Tue, Jun. 24 ODC, SHI, OLN 7 Comments

    Summary

    • Both of these companies currently trades for less than 1 times price to sales.
    • The earnings payout ratio of each of these companies is less than 45%.
    • Each of these company’s price to earnings is less than the S&P 500’s.
  • 3 Undervalued Mining Companies Revealed
    Tue, Jun. 24 KALU, LXFR, TCK 6 Comments

    Summary

    • These three companies have a 10-20% implied upside potential should they converge to the median of their peers.
    • My favorite of these three companies has a dividend yield of 2% and an earnings payout ratio of only 30%.
    • Investment in these companies could result in more than an additional $20,000 over the next decade in dividends compared to their peers.
  • The 5 Worst Water And Gas Companies I Could Find
    Thu, Jun. 19 YORW, AWK, NFG 15 Comments

    Summary

    • The dividend yield of each of these companies is below 2.6%.
    • Earnings payout ratios of these five companies are between 80% and 500%.
    • The median prices to sales of these five companies is nearly 4.8 times the median of their top five peers.
  • 5 Water And Gas Companies Surging With Potential
    Tue, Jun. 17 ARTNA, EGAS, DGAS 5 Comments

    Summary

    • A $10,000 investment in these 5 companies would yield an additional $1,100 in dividends over the next decade.
    • The earnings payout ratio of each of these 5 companies is less than 50%.
    • Each of these 5 companies P/E ratio is currently less than the 19.1 of the S&P 500.
  • 2 Electric Utilities You Should Avoid
    Thu, Jun. 12 D, ENOC 51 Comments

    Summary

    • One of these 2 utilities does not pay a dividend.
    • These 2 electric utilities are approximately 3 times as expensive by price to EBITDA compared to their peers.
    • Each of these 2 utilities currently trade for approximately twice the P/E of their peers.
  • The 7 Best Electric Utilities Americans Can Own
    Wed, Jun. 11 TEG, ED, HE 52 Comments

    Summary

    • The median dividend yield of these 7 electric utilities is 4.5%.
    • These 7 electric utilities have a median price-to-book value of 1.1.
    • The median percent above 52-week low of these 7 electric utilities is only 9%.
  • Now Is The Time To Consider Consolidated Edison
    Fri, May. 30 ED 33 Comments

    Summary

    • Consolidated Edison is trading at a discount compared to most Dividend Aristocrats on several key metrics.
    • Consolidated Edison provides electricity to approximately 3.7 million customers, gas to approximately 1.2 million customers and steam to approximately 1,700 customers.
    • Consolidated Edison owns and operates the largest steam distribution system in the United States.
  • 5 Dividend Aristocrats To Avoid Buying Right Now
    Sun, Apr. 27 BCR, BF.B, MHFI 22 Comments

    Summary

    • The dividend yield of these 5 Aristocrats is half that of the average Aristocrat.
    • The price-to-book ratio of these 5 Aristocrats is nearly three times that of the average Aristocrat.
    • The price-to-sales ratio of these 5 Aristocrats is more than twice the average Aristocrat.
  • 4 Dividend Aristocrats You Should Consider Buying
    Thu, Apr. 24 CB, CVX, ED 26 Comments

    Summary

    • There are currently 48 other Dividend Aristocrats you could be making the mistake of buying instead.
    • These 4 Aristocrats have a dividend yield 58% higher than the average Aristocrat.
    • These 4 Aristocrats' price-to-book value is 1/4 that of the average Aristocrat.
  • Citi's 50 World Champions Examined
    Wed, Apr. 23 AAPL, BUD, BX 6 Comments

    Summary

    • Citi release last week its latest World Champions list, which is a list of companies with a long track record of strong financial performance.
    • World Champions are nominated by Citi analysts and selected by a committee.
    • 39 of the 50 World Champions trade on a non-OTC American exchange. Read more» Read the article»
  • 3 Telecom ADRs To Consider Before China's Economy Rises
    Mon, Apr. 21 CHA, CHL, CHU 4 Comments

    Summary

    • According to PWC, GDP per capita in China is expected to increase by 5% annually through 2050.
    • Per capita GDP (USD) in China is expected to rise from $6,091 to $37,042 by 2050.
    • Population in China is expected to be approximately 1.5 billion in 2050.
  • 2 BRICS You Should Use To Build Your Portfolio
    Wed, Apr. 2 VOD, CHA, CHL 13 Comments

    Summary

    • The World Bank Group predicts global population will reach 9.4 billion by 2050.
    • Between now and 2050, population increases in BRIC states alone will eclipse total United States population.
    • Per capita standard of living in BRICS countries will rise on average 36% compared to 6% in the United States.
  • Coca-Cola: Don't Miss Out Like I Did
    Mon, Mar. 17 KO 45 Comments

    Summary

    • Coca Cola is the largest beverage company worldwide, yet only accounts for 3.3% of worldwide annual beverage sales.
    • By unit case volume, Coca Cola has grown 4% annually over the last decade.
    • 81% of unit case volume occurs outside the United States.
  • With IBM Down, Buy And Sleep Sound Like Buffett
    Oct. 18, 2013 IBM 120 Comments
  • Roadmap To Higher Returns: Earnings Vs. Cash Flow
    Aug. 9, 2013 LEG, NKE 4 Comments
  • 5 Upcoming Dividend Aristocrats You May Be Looking Past
    Jul. 23, 2013 IBM, CHRW, NVO 10 Comments
  • 4 Opportunities Using Dividend Growth Rate And Yield On Cost
    Jul. 8, 2013 GWW, VFC, PG 49 Comments