Here Are 50 Top Technology Dividend WallStars By Yield And Gains For December

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Includes: ADTN, CAMT, IBM, LYTS, MGIC, NOK, QCOM, SIMO, STX, TESS, TIVO, TYPE, WDC, XPER
by: Fredrik Arnold
Summary

WallStars show positive broker-target price upsides. Top WallStar Technology ten by net gains, IBM, MGIC, ADTN, SIMO, WDC, CAMT, TYPE, XPER, LYTS, and TIVO, averaged 54.74%, calculated 11/30/18.

Technology has 19 component industries. The top yield 50 WallStar firms by yield represented 14 of them.

50 top WallStar Technology stocks ranged in estimated yield from 2.01% to 7.27%. Top ten QCOM, NOK, WDC, LYTS, IBM, XPER, STX, TESS, CAMT, and TIVO averaged 5.46%.

Top ten WallStar Technology firms by broker target price upsides, LRCX, MGIC, SIMO, CY, ADTN, CAMT, WDC, TYPE, XPER, LYTS, and TIVO, averaged 52.19% in estimated price gains.

$5k invested in the lowest-priced five December top-yield Technology WallStars showed 22.27% more net gain than from $5k invested in all ten. Little low price WallStars solidly topped the sector. WallStars all reported broker price targets upsides over 0.56%.

Source: YCharts

Actionable Conclusions (1-10): Brokers Estimated 28.83% To 127.5% Net Gains For Ten Tech WallStars To December 2019

Six of ten top dividend-yielding Techno WallStars were among the top ten gainers for the coming year based on analyst one-year target prices. (They're tinted gray in the chart above). So, this yield-based forecast for Technology, as graded by Wall St. wizards, was 60% accurate.

Projections based on estimated dividend returns from $1,000 invested in the highest yielding stocks and their aggregate one-year analyst median target prices, as reported by YCharts, created the 2018-2019 data points. Note: one-year target prices by lone analysts were not applied. Ten probable profit-generating trades projected to pre-December 2019 were:

TiVo Corp. (TIVO) was projected to net $1,274.95 based on dividends plus median target price estimates from three analysts less broker fees. The Beta number showed this estimate subject to volatility 25% opposite the market as a whole.

LSI Industries Inc. (LYTS) was projected to net $839.41 based on target price estimates from two analysts plus dividends, less broker fees. The Beta number showed this estimate subject to volatility 38% more than the market as a whole.

Xperi Corp. (XPER) was projected to net $724.88, based on target price estimates from five analysts, plus the estimated annual dividend less broker fees. The Beta number showed this estimate subject to volatility 33% under the market as a whole.

Monotype Imaging Holdings (TYPE) was projected to net $485.16 based on dividends plus a mean target price estimate from four analysts less broker fees. The Beta number showed this estimate subject to volatility 4% more than the market as a whole.

Camtek (CAMT) was projected to net $536.80 based on dividends plus a median target estimate from two brokers less broker fees. The Beta number showed this estimate subject to volatility 20% less than the market as a whole.

Western Digital (WDC) netted $427.90 based on a median target price estimate from thirty analysts plus dividends less broker fees. The Beta number showed this estimate subject to volatility 15% over the market as a whole.

Silicon Motion Technology (SIMO) was projected to net $354.41 based on dividends plus a mean target price estimate from thirteen analysts less broker fees. The Beta number showed this estimate subject to volatility 14% less than the market as a whole.

Adtran Inc. (ADTN) was projected to net $350.28 based on target price estimates from seven analysts plus annual dividend less broker fee. The Beta number showed this estimate subject to volatility 13% less than the market as a whole.

Magic Software (MGIC) was projected to net $291.50 based on dividends plus a mean target price estimate from seventeen analysts less broker fees. The Beta number showed this estimate subject to volatility 20% less than the market as a whole.

International Business Machines Corp. (IBM) was projected to net $288.28 based on dividends plus a mean target price estimate from twenty analysts less broker fees. The Beta number showed this estimate subject to volatility 20% more than the market as a whole.

The average net gain in dividend and price was estimated at 54.74% on $10k invested as $1k in each of these ten stocks. This gain estimate was subject to average volatility 15% under the market as a whole.

Source: imarstore.blogspot.com

The Dividend Dogs Rule

Stocks earned the "dog" moniker by exhibiting three traits: (1) paying reliable, repeating dividends, (2) their prices fell to where (3) yield (dividend/price) grew higher than their peers. Thus, the highest yielding stocks in any collection became known as "dogs." More precisely, these are, in fact, best called, "underdogs".

50 Top Technology WallStars By Target Gains For December

Source: YCharts

Top 50 December Technology Sector WallStars By Yield

Source: YCharts

Actionable Conclusions (11-20): 10 Top Dividend Technology WallStars By Yield

Top ten Technology Sector WallStars selected 11/30/18 by yield represented seven of nineteen constituent industries. A software application firm placed first, TiVo Corp. [1].

Second top yielding stock, Camtek [2] was the best of two semiconductor equipment & materials representatives. The other placed fifth, Xperi Corp [5].

The top two communication equipment manufacturer and distributors placed third, Tessco Technologies Inc. (TESS) [3], the other placed ninth, Nokia Oyj (NOK) [9].

Top two data storage firms placed fourth, Seagate Technology (STX) [4], while the other representative placed eighth, Western Digital Corp. [8]. Two communication equipment firms placed fifth and eighth, Tessco Technologies [5] and Nokia Oyj [8].

Finally, a lone information technology representative placed sixth, IBM [6] and a semiconductor firm placed tenth, Qualcomm Inc. (QCOM) [10], and completed the top ten WallStar list by yield.

Actionable Conclusions (21-30): Ten Technology WallStars Showed 26.66% To 122.22% Best Upsides To December 2019

Source: YCharts

To quantify top stock rankings, analyst median price target estimates provide a "market sentiment" gauge of upside potential. Added to the simple high-yield metrics, analyst median price target estimates became another tool to dig out bargains.

Brokers Cast A 22.27% Advantage For 5 Highest Yield, Lowest Priced Technology Sector WallStars To December 2019

Ten top Technology WallStars were culled by yield for a quarterly update. Yield (dividend/price) results verified by YCharts did the ranking.

Source: YCharts

As noted above, top ten Technology dogs selected 11/30/18 showing the highest dividend yields represented seven of nineteen industries in the sector.

Actionable Conclusions: Analysts Projected 5 Lowest-Priced of the Top Ten Highest-Yield Technology WallStars (28) Delivering 52.67% Vs. (29) 43.08% Net Gains by All Ten by December 2019

Source: YCharts

$5,000 invested as $1k in each of the five lowest-priced stocks in the top ten Dividend Technology kennel by yield were predicted by analyst one-year targets to deliver 22.27% more gain than $5,000 invested as $.5k in all ten. The fourth lowest priced Technology top yield dog, TiVo Corp., was projected to deliver the best net gain of 122.22%.

Source: YCharts

The five lowest-priced Technology top yield stocks for November 30 were: LSI Industries Inc., Nokia Oyj, Camtek, TiVo Corp., and Tessco Technologies, with prices ranging from $4.41 to $12.14.

Five higher-priced Technology stocks for November 30 were: Xperi Corp., Seagate Technology, Western Digital Corp., Qualcomm Inc., and International Business Machines Corp., whose prices ranged from $14.10 to $124.27.

The distinction between five low-priced dividend dogs and the general field of ten reflected Michael B. O'Higgins' "basic method" for beating the Dow. The scale of projected gains based on analyst targets added a unique element of "market sentiment" gauging upside potential. It provided a here-and-now equivalent of waiting a year to find out what might happen in the market. Caution is advised, however, since analysts are historically only 20% to 80% accurate on the direction of change and just 0% to 20% accurate on the degree of change.

See my instablog for specific instructions about how to best apply the dividend dog data featured in this article, this glossary instablog to interpret my abbreviated headings, and this instablog to aid your safe investing. - Fredrik Arnold

The net gain/loss estimates above did not factor in any foreign or domestic tax problems resulting from distributions. Consult your tax advisor regarding the source and consequences of "dividends" from any investment.

Stocks listed above were suggested only as possible reference points for your Healthcare dog stock purchase or sale research process. These were not recommendations.

Disclaimer: This article is for informational and educational purposes only and should not be construed to constitute investment advice. Nothing contained herein shall constitute a solicitation, recommendation or endorsement to buy or sell any security. Prices and returns on equities in this article except as noted are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling same.

Graphs and charts were compiled by Rydlun & Co., LLC from data derived from www.indexarb.com; YCharts.com; finance.yahoo.com; analyst mean target price by Thomson/First Call in YahooFinance. Dog photo: imarstore.blogspot.com

Disclosure: I am/we are long CISCO, INTC. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.