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Merck: No Real Upside Catalysts On The Horizon
- The German Merck KGaA combines a unique portfolio of pharmaceuticals and specialty chemicals for the electronic industry.
- Merck Serono is a leading player in the biopharmaceutical industry, but with a slim pipeline.
- The Performance Materials division dominates the highly profitable market of liquid crystals for display materials.
- Merck seems to be on track to deliver modest growth, but no big jumps can be expected in the near future.
It Is Too Early To Consider Deere
- Deere & Co. is great company, but it has to cope with a more and more unfavorable market environment.
- It is highly depending on North America, and US farm income is declining which has a negative impact on the demand for large farming equipment.
- The stock is worth carefully monitoring, more attractive buying opportunities are likely to come within the next 12 months.
KWS SAAT AG: A Hidden Gem In The Growing Seed Industry
- The relatively unknown KWS has become the sixth largest seed company globally.
- KWS has increased revenue and operating income by more than 10% annually over the past five years.
- The company is expanding its global footprint and is well positioned to grow for the foreseeable future.
Update: Syngenta Earnings-The Time Has Come To Consider The Market Leader In Agrochemicals
- Since my first article on Syngenta in May 2014, the share is down by 8%.
- The Q2 results send mixed signals, but the overall perspective for the stock remains very good.
- Given the short-term outlook for the agrochemical industry, it is likely that attractive buying opportunities for long-term oriented investors will materialize over the next 6 to 12 months.
10 European Large Caps Yielding More Than 3%
- The S&P 500 has outperformed the broad European market in the past year.
- The Stoxx Europe 600 is cheaper than the S&P 500.
- High-yielding European large caps are alternative investments to U.S. stocks.
- Investment in stocks outside the U.S. helps to diversify a portfolio.
Boeing Could Yield 4% In 4 Years
- Boeing has not been famous for paying high dividends in the past.
- Boeing’s revenue will continue to grow and operating margins as well as cash flow are expected to rise mid-term.
- The 50% dividend raise at the beginning of 2014 may be a turning point and the start of more attractive dividend increases.
- Boeing is committed to return significant amounts of cash to its shareholders; yield on cost could reach 4% in 2018.
The Slow Death Of 4 Engine Airliners Will Play Into Boeing's Hands
- Airlines favor twin-engine jets which are more flexible and operate at lower costs.
- The Airbus A380 and Boeing 747-8i are not commercial success and will possibly end the era of four-engine passenger aircrafts.
- The new Boeing 777-9X will be the largest twin-engine wide-body plane and give Boeing a competitive advantage.
High Yielding Consumer Goods Stocks: Still Reasonably Priced
- In the current bull market, the valuation of leading consumer goods companies has remained quite reasonable.
- The shares of the three largest global consumer goods companies offer dividend yields of more than 3%.
- In the long run, the companies will continue to benefit from emerging market growth.
Unilever: A High-Yielding Consumer Goods Company
- Unilever has become a successful and highly profitable consumer goods company.
- The company offers an attractive 3.5% dividend yield and further dividend growth potential.
- Unilever has one of the highest exposures to emerging markets among the leading consumer goods companies.
Siemens Would Be A Better Match For GE Than Alstom
- GE is likely to succeed in the Alstom acquisition after making concessions to the French government.
- Siemens would better fit to GE in several aspects.
- An acquisition of Siemens would be one of the largest in history, but GE could shoulder it financially.
- GE and Siemens together would form a unique global industrial giant.
Syngenta: The Market Leader In Agrochemicals Has Become A Dividend Grower
- Syngenta is the world’s leading agrochemical company and a major player in the seed market.
- The company benefits from the excellent long-term perspective of agriculture.
- Syngenta has increased its dividend by more than 500% in the last ten years.
- The stock is an attractive long-term investment, not only for dividend growth investors.
Growing Capacity And Further Price Decline Are The Main Threats For Potash Miners
- Share prices of potash miners fell sharply last summer after Uralkali announced that it will step out of the BPC export cartel.
- The profitability of Potash Corp. and Mosaic Co. heavily relies on the potash price.
- Capacity expansions and global oversupply in the next years make a recovery of potash prices unlikely.
Vodafone: An Attractive European Dividend Growth Stock
- Vodafone is an attractive defensive investment with a high dividend yield and future dividend growth potential.
- After the divestment of its stake in Verizon Wireless, Vodafone has strengthened its portfolio with selective investments in its major markets.
- Vodafone's strategy can put the company on a growth path and secure sustainable dividend growth.