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Now Is The Time To Dive Into POOL
- POOL has outperformed the NASDAQ by a wide margin in recent times.
- The current payout ratio is only 34%, leaving plenty of room for dividend increases.
- Plenty of room for international growth. However, this does expose the company to further currency risks.
- Balance sheet perfection: Low long-term debt, high current ratio.
Up 56%, Cracker Barrel Old Country Store Is Looking Very Expensive
- An amazing Q2 has pushed up the price per share for CBRL.
- The company beat analyst estimates by over 19%.
- However, as the price per share has increased, the dividend yield has dropped. The current yield is only 2.65%, compared to 4+% 6 months ago.
Don't Buy Hershey Near Its 52-Week High
- Shares in HSY are currently trading at a price of $104.33, just slightly below the 52-week high.
- Growth in EPS and revenue is expected to be lower than in the past 5 years. However, p/e and p/s ratios are above historical averages.
- I'll wait for a pullback before buying.
Up 37% In 6 Months, Casey's General Stores Is Incredibly Overvalued
- Shares in CASY have gone up by 37% since I recommended buying them 6 months ago.
- At these prices, the dividend yield has dropped to only 0.88%.
- The yield on cost will be quite low for years to come, even if the company manages to increase the dividend by 15% to 20% annually.
- I'm steering clear for now but may reconsider if the stock makes a significant pullback.
Why I'm Not Interested In Kimberly-Clark At Current Prices
- Despite a drop from its 52-week high, KMB appears expensive.
- The company's p/e and p/s ratios are well above historical averages.
- The dividend yield has dropped to only 3.05%.
- I'll wait for a better entry price.
Here's Why I'm Not Buying Foot Locker Right Now
- Shares are up 368.6% over the past 5 years.
- Dividend yield has dropped to only 1.62%.
- Even if the dividend grows by 10% to 15% annually, getting in now will provide a low yield on cost for the next 5 years.
Cheesecake Factory Appears Overvalued
- Shares in CAKE are up 23.3% in six months.
- Valuations are now well above their five-year averages.
- Dividend yield has dropped to only 1.25%.
- Now is not the time to buy.
Now Might Not Be The Best Time To Buy VF Corp
- Investors in VFC have seen amazing returns in recent years.
- However, part of this is due to multiples expanding.
- Despite a very impressive dividend increase, shares currently yield only 1.85%.
- I wouldn't recommend buying at these levels.
Visa Remains A Great Stock For Long-Term Investors
- High EPS and revenue growth expectations justify higher p/e and p/s ratios.
- Low payout ratio means there's plenty of room left for a high dividend growth rate.
- V buys back large amounts of its own shares, boosting EPS. It has managed to do so without taking on debt.
Now Is Not The Time To Buy General Mills
- General Mills' valuations are well above both its historical averages and the industry average.
- The payout ratio has gone up at a high pace and now stands at 70+%.
- EPS growth in recent years was fuelled by share repurchases. However, this has increased the long term debt at a high pace.
Buy United Parcel Service Before The Dividend Increase
- UPS usually announces its dividend increases in February.
- Analysts expect double digit EPS growth in the next 5 years.
- Dividends may very well go up at a high pace, even if the payout ratio is lowered.
- Balance sheet health is still excellent, with a current ratio of 1.46 and over $5.5 billion in cash and equivalents.
I'm Selling My Shares In Six Flags
- I usually buy and hold shares for a long time, but high p/e and p/s ratios indicate SIX might be overvalued.
- The company's interest expenses are quite high, and with large stock buybacks and the recent dividend increase, I don't see these going down any time soon.
- I bought SIX at $36.66 in August, giving me a yield on cost of 5.67%. Still, I feel now might be a good time to get out.
Domino's Pizza Isn't Worth $100 A Share
- Shares in DPZ have gone up by 43.2% since I recommend buying in August of last year.
- With both the P/E and P/S ratios well above historical averages and industry averages, I think now might not be the time to buy.
- Stock buybacks boost EPS, but cost a lot of money which could be used to reduce the huge long term debt.
Southern Company Doesn't Look As Good As It Did 12 Months Ago
- I've recommended buying SO twice over the past 12 months, once at a dividend yield of 5.00% and once at 4.84%.
- At the current price per share of $49.70, shares are yielding only 4.19%, which I believe is too low, considering the slow rate of dividend growth.
- I will reconsider if the stock drops by 10% or more.
Home Depot Is Too Expensive Right Now
- P/e and P/s ratios have gone up considerably in recent years.
- Growing profit margin has accounted for most of the EPS growth in the past 5 years.
- The long term debt is growing due to share repurchases.
- The current 1.79% dividend yield isn't high enough to convince me right now.
Church & Dwight Co. Looks Great But I Don't Like Its Current Valuation
- Shares in CHD have gone up by just under 20% in the past 12 months.
- A large part of the share price growth is due to multiples expanding.
- The dividend growth has been partially achieved by a growing payout ratio.
- I'd love to own this stock but not at this price.
Buy Goodyear When It Dips Below $25
- Goodyear is trading at an all-time high, but it's still cheap compared to its competitors.
- Low payout ratio means there's a lot of room for large dividend hikes.
- High price volatility means this stock is not for the faint of heart.
- Long term investors should see some very nice returns.
Buy Hormel Foods Corporation For Its Growing Revenue, EPS, And Dividends
- Over the past 5 years, HRL has managed to increase its profit margin while growing revenues at a high pace.
- The dividend growth rate is nothing short of amazing.
- The stock appears slightly overvalued compared to historical P/E and P/S ratios. However, large pullbacks are extremely rare.
- An investment at current prices will provide a decent growing stream of dividend income, with a current yield of 1.94%.
CVS Health Corporation Will Continue To Climb In 2015
- Shares in CVS have gone up by 24% since I recommended buying 6 months ago.
- Most recent dividend increase was 27% and high expected EPS growth means there could be more to come in the next 5 years.
- Looking at the forward p/e and p/s ratios, I think it might be a good idea to wait for a pullback.
I'd Love To Own Illinois Tool Works, But It's Slightly Overpriced Right Now
- The last dividend increase was 15%. I expect future dividend increases to be roughly the same.
- ITW's balance sheet looks great, with a high current ratio, lots of cash and a low long-term debt.
- P/E and P/S ratio tell me it might be better to wait for a pullback before buying.
I'm Not Buying Starbucks At These Prices
- Last dividend increase was more than I expected.
- Still, a 1.56% current yield is far from perfect.
- P/e and p/s ratios indicate this company is fully valued. I will hold on to my shares for now and will be looking to add if the price drops.
Time To Sell My Shares In 3M
- My investment in 3M has done amazing, but it's time to look elsewhere for investment opportunities.
- I will be buying again if and when the price drops to more reasonable levels.
- A 2.46% dividend yield isn't enough to convince me to stay.
It's Been A Great Year For Dr Pepper, But I Doubt 2015 Will Be As Good
- DPS is up over 50% for the year, beating the S&P 500 by a wide margin.
- I've recommended buying DPS in the past, but right now, I feel it's become overvalued.
- The dividend yield has dropped to only 2.23%, which is well below the yield KO and PEP are offering.
Procter & Gamble: Great Company, But Too Expensive Right Now
- Now trading at $93.14, shares in P&G appear overvalued.
- Dividend yield has dropped to only 2.72%, and the 60%+ payout ratio leaves little room for growth.
- Pet care divestiture and the Duracell deal are good news, but I'll wait for a better price before I buy this stock.
Why I'm Not Buying Lowe's Near Its All-Time High
- Shares in Lowe's have never been this expensive.
- The dividend yield has dropped to only 1.36%.
- Large stock buybacks have increased the company's long-term debt, which leads to growing interest expenses.
Kellogg Is Finally Yielding Over 3% Again, But I'll Wait For A Further Pullback
- Since my most recent article on the company, shares in Kellogg have dropped by over 5%.
- The dividend has since been increased by $0.03, or 6.5%.
- K isn't as overvalued as it was a few months ago, but it's still trading slightly above 5-year average p/e and p/s ratios.
- I'll be buying the stock if and when it hits $60 in order to get a margin of safety.
Cooper Tire & Rubber: A Great Company, But I'll Wait For A Pullback
- Up 25.8% YTD, shares of CTB are starting to look a bit expensive.
- P/E and P/S ratios have gone up quite a bit.
- The recently announced share repurchase program should lower the number of outstanding shares and boost EPS.
- My price target is well below the current level.
Why I'm Still Not Buying Wal-Mart
- I recommended staying away from Wal-Mart in February after the company raised its dividend by only 2%.
- Now, low EPS expectations combined with an unusually high payout ratio mean chances for double digit dividend increases are slim.
- Wal-Mart is trading at a premium to its 5 year P/E and P/B ratios, which I don't think it deserves.
Stanley Black & Decker: A Great Stock For Long-Term Dividend Growth Investors
- Shares in SKW are up 13.26% YTD, beating the S&P500 by a wide margin.
- The recent 4% dividend increase was a bit disappointing, but I believe there's room for growth in the nearby future.
- SKW's balance sheet looks very good, with over $0.5 billion in cash and equivalents.
Wait For A Pullback Before Buying Republic Services
- Republic Services is up 18.5% year to date and is now trading near its 52 week high.
- The company has healthy growth in dividends and earnings per share.
- Short term balance sheet health is far from perfect, but improving.
- I won't be buying at these levels.
Buy Dunkin' Brands Near Its 52-Week Low
- Down 9.67% YTD shares in DNKN are looking very cheap.
- The company is trading at very high p/e and p/s ratio, but I believe this can be justified by strong growth expectations.
- The long term debt isn't growing despite a quickly growing number of stores.
Consider Pinnacle Foods For Its 2.92% Yield
- Pinnacle Foods' 2.92% dividend yield and high expected EPS growth make it very attractive for dividend growth investors.
- Its short-term balance sheet health is excellent, with a current ratio of 2.49.
- The stock is up 17+% YTD. I'll wait for a pullback before getting in.
- PF is trading at lower p/e and p/s ratios than its competitors.