Dividend-growth investing has been one of the most underrated strategies in recent years, however the tide is shifting. Specifically, with interest rates rising, and style leadership now shifting from growth to value, dividend-growth stocks are increasingly attractive and many of them are still significantly undervalued by the market. In this report, we share data on over 100 top dividend-growth stocks (those that have raised their dividend for at least 10 consecutive years), and then dive into four specific stocks that are particularly attractive, undervalued and worth considering as long-term staples in a prudently-diversified income-focused portfolio.
Despite Social Pressures: This Dividend-Growth Energy Company Delivers
In the face of intense pressure to direct more cash to renewables, this blue chip energy stock has remained steadfast in its commitment to oil and gas. And this Friday’s earnings announcement will likely prove once again this strategy pays dividends (big, healthy, growing dividends). In this report, we review the company’s business strategy (and how it differs from peers), strong cash flows, dividend safety, valuation and big risks, including a special focus on social and political risks (i.e. the “woke mob”). We conclude with our strong opinion on who might want to own the shares and who might want to stay away.
Energy Stocks: About to Get (More) Volatile
The Fed Is Fearful, Time to Get Greedy?
The minutes from the Fed’s June meeting were released today, and they show a continued laser-focus on inflation (i.e. the fed is scared). Yet interestingly, Energy stocks and 10-year treasury rates keep declining in what may be a case of the market being a few steps ahead of the minutes from a meeting that took place in the past. For example, here is a look at the one month performance of energy stocks, and it has been ugly!
Exxon Mobil: Despite Woke Mob, 5.9% Yield Tempting
Luckily for the planet, the widespread use of fossil fuel is likely to end. Just not anytime soon. And as a true fiduciary should, Exxon Mobil remains committed to growing long-term shareholder value—despite relentless pressures from the climate-change woke mob. In this report, we review Exxon Mobil’s business strategy, climate change pressures, dividend safety, valuation and risks. We conclude with our opinion on investing.
50 High-Yield Energy Stocks, Up Big: These 3 Are Worth Considering
Energy demand was reduced by the pandemic (for example, less people needed gas to drive their cars to work), and that came after supply was increased by improved extraction technologies (for example, fracking). This resulted in major pain for the energy sector, especially as investors flocked to the technology stocks that naturally fit the “social distancing” story during the pandemic. However, a lot has changed this year, as oil prices are up and the energy sector (XLE) has gained about 40%! In this report, we highlight 50 high-yield energy stocks that are up big, and then dive into three names that are particularly attractive and worth considering.
New Options Trade:High Upfront Income, Oversold Large Cap Integrated Energy
This large cap energy stock has been hit from all angles, ranging from low oil prices, to fossil fuel campaign divestment selling pressures, and now a threat of decreased short-term demand from coronavirus impacts. However, it still generates a ton of cash flow, it has a lower break even cost than many peers, and long-term demand simply is not going away (much to the chagrin of many ESG investors). What we’re left with is a big safe dividends, and very high upfront income in the options market courtesy of the recent bout of heightened fear and volatility. We believe the trade highlighted in this article is an attractive one to place today, and into early next week, so long as the underlying stock price doesn’t move dramatically before then.
Energy Sells-Off: 3 Attractive Stocks To Consider
Oil Prices, which are often somewhat less correlated with the overall market, have sold-off, and so has the overall market, as shown in the following chart. This article highlights three attractive equity investments that have just gotten less expensive: An energy-related closed-end fund managed by a company we like, a group of energy stocks with attractive dividend yields, and an attractive long-term “value play” tangentially related to the industry. Without further ado, here are the attractive opportunities for you to consider.
75 High-Yield Energy Stocks Sold-Off, These 4 Are Worth Considering
...Don’t Chase the Highest Yield, Own the Healthiest Yield (Part II)
As a follow up to “part I” in this series, this “part II” article highlights more attractive healthy-dividend companies. We’re sticking with the theme that investors should NOT blindly chase after the highest yielding securities, but rather focus on those with the healthiest yields. We highlight a handful of healthy yielders including one that we own in our Blue Harbinger Disciplined Growth portfolio.