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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, JNJ, RBGPF, 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.
    Company ISIN Code Emerging Market Exposure Dividend Yield Strong Balance Sheet (Debt/ Assets Ratio) P/E Ratio Peers P/E Home Market P/E
    Johnson& Johnson US4781601046 24% 3.33% 15% 13.0 10.8 13.4
    P&G US7427181091 32% 3.09% 27% 15.7 17.7 13.4
    Coca-Cola  US1912161007 50% 3.26% 24% 15.2 16.7 13.4
    Pepsi US7134481081 23% 2.89% 20% 15.3 16.7 13.4
    Mc Donalds  US5801351017 24% 3.12% 35% 15.2 18.11 13.4
    3M  US88579Y1010 30% 2.44% 21% 14.8 13.9 13.4
    Colgate US1941621039 45% 2.55% 29% 16.5 19.2 13.4
    Wal-Mart  US9311421039 15% 2.30% 24% 12.8 20.21 13.4
    Unilever NL0000009355 37% 3.69% 27% 14.67 16.15 10.88
    Reckitt Benckiser GB00B24CGK77 21% 2.99% 2% 16.36 18.13 10.07
    Nestle CH0038863350 35% 3.09% 21% 15.42 15.82 11.46

    Disclosure: Long Unilever and Nestle
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  • cheap deals all around. Unilever and Boeing are worth looking at
    Mar 27, 2011
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