Tuesday, November 20, 2012

9 Dividend Stocks on the Radar

A few weeks ago, I wrote about 9 dividend stocks that should do well in 2011. I went through each sector and picked 1 stock per sector. Why? Because we are all looking for asset diversification and each sector has good and bad moods. I don’t know if I’ll have time to analyze dividend stocks in the upcoming weeks but I thought of sharing all the numbers according to my dividend stock analysis template.

So here are the 9 Dividend Stocks on my Radar:

Ticker NUE T DRI JNJ
Name Nucor Corp AT&T Inc Darden Restaurants Inc Johnson & Johnson
Dividend Metrics
Current Dividend Yield 3,29 5,75 2,30 3,41
5 year Dividend Growth 9,29 5,39 38,20 10,35
1 year Dividend Growth 2,30 2,42 27,37 10,20
Company Metrics
Sales Growth (1 year) 41,59 1,03 -1,45 -0,50
Sales Growth (5 year) 6,25 23,48 5,68 4,76
Earnings growth #N/A N/A -9,75 10,51 0,96
P/E ratio 109,00 13,08 14,82 12,91
Margins growth -23,70 0,48 0,45 -0,78
Payout ratio 339,90 52,36 34,40 43,54
Return on Equity 1,85 18,56 23,11 24,88
Debt to Capital Ratio 0,31 0,38 0,28 0,10
Stock Metrics
Price 47,96 28,38 47,13 61,44

Ticker HUSKF.PK NA.TO MMM INTC WEC
Name Husky Energy Inc National Bank of Canada

3M

Co.

Intel Corp Wisconsin Energy Corp
Dividend Metrics
Current Dividend Yield 4,52 3,61 2,43 3,02 2,72
5 year Dividend Growth 1,76 7,20 4,32 13,97 14,08
1 year Dividend Growth -25,00 1,61 3,41 13,19 21,77
Company Metrics
Sales Growth (1 year) 20,59 -1,90 15,31 24,19 1,81
Sales Growth (5 year) 11,44 0,22 5,08 3,84 -0,62
Earnings growth 6,43 46,93 14,14 177,54 7,80
P/E ratio 21,88 11,57 16,04 10,63 15,38
Margins growth -17,43 #N/A N/A -1,09 1,93 1,40
Payout ratio 86,96 41,40 36,72 30,56 41,16
Return on Equity 7,84 16,88 28,74 25,16 12,39
Debt to Capital Ratio 0,18 3,01 0,09 0,02 0,74
Stock Metrics
Price 29,97 74,86 92,23 21,47 59,20

As you can see, I already have a position in 3 of them (JNJ, NA and HSE). I believe that JNJ will come back after their quality control problems, National Bank is one of the most active Canadian banks right now (the first one to raise its dividend and reporting great profits) and Husky Energy is based on an energy play (I told you I prefer companies over commodities). As a result, I am currently left with no liquidity in my account (or barely!). However, I keep an eye on these companies since I may sell my position in PDN or RIM this year.

PDN had a few problems with mines lately so I am starting to think that it will be stuck in the $4 range for a while longer. With regards to RIM, I am just waiting to see the stock jump to a higher level (around $90) since several financial analysts see the stock at that price. This was the plan when I caught the falling knife back in 2010.

So if I end up with a few bucks left by the end of the year, I might turn around and look on my radar list. I must say that Intel (INTC) will probably be my next full analysis as I find the numbers pretty interesting and I love technology .

What are your favorite picks among these stocks? Any other stocks you feel would be interesting to follow with me?

Disclaimer: I hold positions in JNJ, NA and HSE.

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