Traditional valuation metrics (such as price-to-forward-earnings, and even gross margins) are better suited for evaluating mature blue-chip businesses. On the other hand, such valuation metrics leave a lot to be desired when evaluating nascent innovators—especially those with appropriately shifting business strategies and backed by massive secular trends. If you are looking for a steady-eddy dividend stock, this article is not for you. However, if you are looking for an increasingly attractive opportunity that is trading at a large discount to its compelling long-term potential, then this stock is worth considering, especially after the recent share price decline. In this report, we review the business strategy, the market opportunity, the valuation and the risks, and then conclude with our opinion on investing.
Inflation Antidote: 25 Big-Dividend REITs, We Own These 5
With inflation screaming higher, the energy sector (and many commodity industries) have posted strong positive returns this year, while the rest of the market has languished. However recently, the financials sector (which is generally boosted by rising interest rates) is also starting to come on strong. And as the market continues to adjust to our starkly different macro environment (i.e., the Fed has shifted focus to battling inflation, which means increasing interest rates), what sector might be next in line for an upswing? Real Estate is worth considering, especially if you like a healthy dose of high dividend income to go along with the potential for compelling price appreciation. In this report, we share data on over 25 big-dividend REITs, including the ones we currently own.
Big-Yield CEFs: Discounts Are Widening (Bonds, REITs, MLPs, US Equities)
The prices of big-yield MLP CEFs have been rising, but not as fast as their NAVs, thereby creating some interesting opportunities, such as those offered by ClearBridge (including tickers: EMO, CEM and CTR). We share the data (including yields, premium/discounts and leverage) for 60 CEFs in this report, including multi-sector bonds, real estate and US Equities.
Powerful Dividend Growth, Attractive Value: This Business is Worth Considering
With the markets down significantly this year, there are attractive babies being thrown out with the bathwater, and this report reviews one such opportunity. Specifically, we review a highly profitable, rapidly expanding, common sense software application company that pays a healthy growing dividend and has a large total addressable market opportunity to keep growing the business for years to come. If you have the psychological wherewithal—this one is worth considering.
25 Big Dividends Down Big: Is 3M Worth Considering?
Many investors are struggling psychologically with the overall market declines this year. And one way they cope is by taking comfort in owning stocks with big healthy dividend yields. In this report, we share data on 25 big-dividend stocks (that are down big), and then take a closer look at one in particular, the 3M Company, before finally concluding with our opinion on investing in the market and 3M in particular.