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Soner Kistak
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I am a PhD Candidate at EDHEC Business School. The best phrase to describe me is a continuous and humble learner. Disclaimer: The articles& instablogs reflect only my personal views, and they do not necessarily reflect the views of the institutions that I am or have been affiliated with.
  • Top Dividend Achieving Stocks that will continue to deliver 0 comments
    May 12, 2010 1:47 PM | about stocks: CL, PG, WMT, MCD, NSRGY.PK, JNJ, RBGPF.PK, KO, PEP
    We all like high dividend stocks. They provide a reliable revenue stream, and they bring value to the portfolios particularly when interest rates are low. Having a high dividend yield is a certainly a very good trait, however it is not on its own sufficient for justifying an investment into a stock. In the below table, I compiled all the stocks focusing on consumer. In order to create a list of resilient stocks, the following selection criteria were applied:
    -          High Emerging Market Share
    -          High Dividend Yield
    -          Relatively low indebtedness
    -          A  P/E ratio which is reasonable
    -          Bluechip companies with good history
    The below table shows the list of stocks that are suitable for the current highly volatile investment environment. The high shares of emerging markets in their businesses would mean that they will not be impacted by the slowdown in the developed world. Moreover, their strong balance sheets suggest that they will continue to distribute dividends in a consistent manner.
     
     
    CompanyISIN CodeEmerging Market ExposureDividend YieldStrong Balance Sheet (Debt/ Assets Ratio)P/E RatioPeers P/EHome Market P/E
    Johnson& JohnsonUS478160104624%3.33%15%13.010.813.4
    P&GUS742718109132%3.09%27%15.717.713.4
    Coca-Cola US191216100750%3.26%24%15.216.713.4
    PepsiUS713448108123%2.89%20%15.316.713.4
    Mc Donalds US580135101724%3.12%35%15.218.1113.4
    3M US88579Y101030%2.44%21%14.813.913.4
    ColgateUS194162103945%2.55%29%16.519.213.4
    Wal-Mart US931142103915%2.30%24%12.820.2113.4
    UnileverNL000000935537%3.69%27%14.6716.1510.88
    Reckitt BenckiserGB00B24CGK7721%2.99%2%16.3618.1310.07
    NestleCH003886335035%3.09%21%15.4215.8211.46
     


    Disclosure: Long Unilever and Nestle
    Themes: Consumer Staples, High Dividend, Consumer, FMCG, Emerging Market Consumer Stocks: CL, PG, WMT, MCD, NSRGY.PK, JNJ, RBGPF.PK, KO, PEP
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  • cheap deals all around. Unilever and Boeing are worth looking at
    Mar 27, 2011
  • High Yield Emerging Bonds will be an interesting area to invest in 2010. 2009 has seen rate cuts which will likely stop in 2010 ZAR PLN TRY
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