Seeking Alpha

Michael J. Jaime

 
View as an RSS Feed
View Michael J. Jaime's Articles BY TICKER:
  • Cemig: Brazilian Electric Utility For The Value, Growth Or Dividend Investor
    Mon, Apr. 7 CIG 25 Comments

    Summary

    • World-class company priced at about half its historical valuation offers viable long-term upside.
    • Compelling total return since April 2004, is more than 50% higher the next best performing electric utility.
    • Generous dividend policy includes cash payments and stock distributions.
  • Chubb Corporation: 13.6% Dividend Hike Marks 32 Consecutive Years Of Increases
    Fri, Mar. 21 CB 18 Comments

    Summary

    • Market laggard offering long-term investment opportunity.
    • Dividend Aristocrat yielding 2.3% with a very low payout ratio.
    • Vigorous share buyback enhances value for shareholders.
  • 9 Dividend Aristocrats Currently On Sale
    Wed, Mar. 12 AFL, BEN, FDO 36 Comments

    Summary

    • Each priced below its average historical PE dating back to both 2003 and 1995.
    • Annualized rate of return since 1995 for shareholders of these 9 companies ranges from 12.2% to 19.5%.
    • The list is comprised of an insurance company, a healthcare REIT, medical device supplier, one specialty chemical company, two financial firms and three retailers.
  • HCP, Inc.: A Wonderful Healthcare REIT, Yielding 5.8%, At A Fair Price
    Editors' Pick • Mon, Mar. 10 HCP 34 Comments

    Summary

    • One of the largest healthcare REITs in the industry, trading below historic valuation.
    • Immense growth prospects with healthcare the largest portion of the U.S. economy, and senior population rising through mid-century.
    • Operating in 5 different healthcare sectors, is more diversified than most competitors.
    • Revenue, free cash flow, and FFO have all increased dramatically the past 5 years.
    • High yielding Dividend Aristocrat with 29 consecutive years of dividend increases, and low payout ratio.
  • Retail Opportunity Investment Corp: This Small Cap REIT Packs A Punch
    Tue, Feb. 25 ROIC 6 Comments
  • Harris Corporation: Lofty Valuation Unjustified With Declining Revenues And Tepid Guidance
    Editors' Pick • Thu, Feb. 20 HRS 11 Comments
  • Helmerich & Payne: Drill, Baby, Drill, For Growth And Dividends
    Wed, Feb. 12 HP 8 Comments
  • Stanley Black & Decker: Dividend Aristocrat For The Do-It-Yourself Investor
    Editors' Pick • Fri, Jan. 31 SWK 7 Comments
  • Canadian National Railway Company: A Dividend Growth Locomotive
    Fri, Jan. 24 CNI 9 Comments
  • The Travelers Companies: Compelling Share Buyback And Dividend Growth
    Mon, Jan. 6 TRV 5 Comments