Investitorul de dividende Forbes adaugă Coterra Energy, renunță la Tyson și GSK

Two important inflation readings last week came in lower than expected and propelled stocks higher on hopes that monthly data showing a deceleration of price increases will temper the fervor of the Federal Reserve for hiking interest rates, which it has been doing since March. The Labor Department’s Consumer Price Index report released on Wednesday showed prices rising 8.5% year-over-year in July, down from 9.1% from June. Stocks jumped on the news, and caught another lift on Thursday when the July Producer Price Index report showed a 0.5% decrease from June, the first since April 2020, and an annual increase of 9.8%, down from 11.3% in June.

Interest rates barely budged, with the yield on the 10-year U.S. treasury note finishing the week at 2.85%, up lest than one-third of a percentage point from last Friday. Crude oil finished the week at $92.09 per barrel, gaining 3.5% on the week as it battled to retake its 200-day moving average at $94.81. The situation is similar to the challenge that crude eventually overcame at the 200-day average in December.

The energy sector was the week’s biggest winner, jumping 7.4%, while financials, materials, and the Russell 2000 Small Cap index all gained more than 5%. Real estate and midcaps both returned more than 4%. The S&P 500 rose 3.3%.

Universul veniturilor din capitaluri proprii: With few exceptions, it was a great week to be in high-yielding stocks and energy master limited partnerships. The top weekly returns among yield-oriented funds came from the SPDR S&P 500 Dividende ridicate (SPYD +5.3%%) and the MLP alerian (AMLP +5.3%) ETFs.

Gaining more than 4.5% for the week were the iShares Select Dividend (DVY), ALPS Sector Dividend Dogs (SDOG), and S&P 500 High Dividend Low Volatility (SPHD).

Smaller stocks as a rule outperformed larger stocks in the overall market. In the dividend universe, WisdomTree MidCap Dividend (DON +4.9%) and Dividend WisdomTree SmallCap (DES +4.3%) were big winners.

The moderation in long-term interest rates helped real estate investment trusts in the iShares Cohen & Steers REIT (ICF +4.1%). The ICF has rallied 17.7%,over the past two months, but it is still down 10.8% year-to-date.

Acțiune de portofoliu ISD: Last week'S Investitor de dividende Forbes portfolio of 23 stocks gained an average of 2.65% last week.

Our best performance last week came from momentum-infused shares of Blocul H&R (HRB +13.5%) which took flight after the company on Tuesday posted better than expected quarterly earnings, hiked its quarterly dividend by 7% to $0.29 per share and announced a new $1.25 billion stock buyback, representing one-sixth of the company’s outstanding shares at current prices. H&R Block is nearly a double for us since its addition to the portfolio in January of this year, and it is up 92% in the past three months.

Also up double-digits last week was Sinclair Broadcast Group (SBGI +10.2%), which reported earnings two weeks ago and trades ex-dividend on August 31 for a $0.25 per share payout.

Ștergeri: Two stocks are being removed from this week’s portfolio for violating 10% trailing stop loss levels. GSK plc (GSK -11.2%) fell hard on news that suits claiming Zantac causes cancer will move to a trial. This could be a buying opportunity in the long run, but with the recent uncertainty over the spinoff of Haleon (HLN), it’s time to leave this British brand behind. If it has not fallen 10% from the highest close since you owned it, you may want to hang on for the dividend later this month. The same is true for Tyson Foods (TSN -6.5%), which is also removed from the FDI portfolio but trades ex-dividend on August 31.

Plus: Coterra Energy (CTRA $28.66)

This is a value stock play that is ultimately dependent upon crude oil and natural gas prices. Houston, Tex.-based Coterra Energy (CTRA) is an oil and natural gas exploration, development, and production company with domestic U.S. projects in the Permian Basin, Marcellus Shale, and Anadarko Basin. The company dates back to 1989 and adopted its “Coterra” name following the October 1, 2021 merger of Cabot Oil & Gas with Cimarex Energy.

Coterra’s revenue this year compared to last is expected to jump 141% to $8.59 billion, with earnings higher by 121% to $4.97 per share, giving CTRA a price-earnings ratio of 5.8, 60% its five-year average forward P/E or 14.4. It also trades at a 36% discount to its five-year average price-sales ratio, and 30% below its average price-to-cash flow ratio. Free cash flow per share of $3.10 over the past 12 months is up 109% since 2019.

The stock’s current dividend yield reflects a $0.15 “base” quarterly dividend plus an additional “variable” amount, which was $0.50 in the most recent quarter and $0.45 in the first quarter of 2022.

It is worth noting that billionaire investors Ken Fisher, Stanley Druckenmiller, and Louis Bacon have stakes in Coterra.

Portofoliul actual de ISD: stocurile enumerate mai jos sunt clasate de la cel mai mare la cel mai mic pe un model conceput pentru a evalua valoarea. Acțiunile sunt recompensate pentru rate superioare de creștere a dividendelor și de creștere a veniturilor, precum și pentru randamente mari și rate scăzute de plată. Fluxul de numerar operațional din ultimele 12 luni trebuie să fie pozitiv și suficient pentru a acoperi dividendul. De asemenea, aceștia tranzacționează cu reduceri la mai multe măsuri de evaluare medie pe cinci ani, care includ prețul la vânzări (P/S), prețul la valoarea contabilă (P/BV), prețul la câștigurile așteptate din anul curent (P/E), prețul la fluxul de numerar pe acțiune (P/CF) și valoarea întreprinderii/EBITDA.

To start a dividend stock portfolio, you could buy equal dollar amounts of each stock. If you do not purchase every stock, keep in mind that the stocks above are listed from most attractive to least attractive from top to bottom. I recommend using a 10% trailing stop on all positions to lock in gains and to limit losses: If a stock closes more than 10% below its highest close since you’ve owned it, you should consider selling it.

I provide weekly rankings of a representative selection of the dividend ETF and mutual fund universe so that you may find a fund that could fill in gaps in your dividend portfolio, or to go with the momentum of the market leaders.

Ioan Dobosz este redactor al Investitor de dividende Forbes, care oferă un portofoliu săptămânal de acțiuni cu venituri cu randament ridicat, cu prețuri valoroase, REIT și MLP-uri și Forbes Raport de venit premium, care trimite recomandări comerciale de vânzare de opțiuni pentru două acțiuni care plătesc dividende în fiecare marți și joi.

NOTĂ: Forbes Dividend Investor are scopul de a furniza informații părților interesate. Deoarece nu cunoaștem circumstanțele individuale, obiectivele și/sau concentrarea sau diversificarea portofoliului, se așteaptă ca cititorii să efectueze propria diligență înainte de a cumpăra orice active sau titluri de valoare menționate sau recomandate. Nu garantăm că investițiile menționate în acest buletin informativ vor produce profit sau că vor fi egale cu performanțele anterioare. Deși tot conținutul este derivat din date considerate a fi de încredere, acuratețea nu poate fi garantată. John Dobosz și membrii personalului Forbes Dividend Investor pot deține poziții în unele sau în toate activele/titlurile de valoare enumerate. Drepturi de autor 2022 de către Forbes Media LLC.