Wednesday, July 30, 2014

Top 5 Dow Dividend Companies To Watch In Right Now

Consumer electronics juggernaut Apple Inc. (AAPL) fell off Wall Street’s “favorite” list near the end of 2012 and selling pressures plagued the stock for almost all of 2013. The stock did manage to find its footing mid-year, although its 2013 performance was still lackluster as it rallied a paltry 3%.�Let’s examine the company’s current dividend policy and what lies in store for the stock in 2014 from a dividend perspective.

Apple Inc.’s Current Dividend Policy

Apple pays its dividend quarterly and currently offers a yield around 2.2%. The stock reinstated its dividend in the second-half of 2012 and its first payout was $2.65 per share. Apple raised its dividend in 2013 by 15%, marking the first annual increase for the stock, with its new distribution coming in at $3.05 per share. Based on analyst estimates, its payout ratio sits around 28% in 2013, and is expected to come in at 26% in 2014. Looking at these numbers coupled with Apple’s sizable cash flow, the company should have no issues raising its dividend again next year.

5 Best Restaurant Stocks To Own Right Now: Matahari Department Store Tbk PT (LPPF)

PT Matahari Department Store Tbk operates as a multi-format retailer. The Company, based in Indonesia, operates as the Department Store division of Matahari Putra Prima. The Matahari Group is Indonesia's multi-format retailer with core retail businesses in fashion and household groceries businesses targeted for middle - upper middle consumers throughout the country. Advisors' Opinion:
  • [By Emma O��rien]

    PT Matahari Department Store (LPPF), Indonesia�� largest retailer, climbed 7.7 percent to 14,000 rupiah after the stock was added to the MSCI Emerging Markets Index.

Top 5 Dow Dividend Companies To Watch In Right Now: Amsurg Corp.(AMSG)

AmSurg Corp., through its wholly owned subsidiaries, engages in the development, acquisition, and operation of ambulatory surgery centers in partnership with physicians in the United States. The company?s surgery centers perform colonoscopy and other endoscopy procedures in the area of gastroenterology; cataracts and retinal laser surgery in the area of ophthalmology; and knee and shoulder arthroscopy and carpal tunnel repair in the area of orthopedics. As of December 31, 2010, it owned interest in 204 surgery centers in 33 states and the District of Columbia, including 140 centers performed gastrointestinal endoscopy procedures, 37 centers performed ophthalmology surgery procedures, 19 centers were multiple specialties, and 8 centers performed orthopaedic procedures. AmSurg Corp. markets its surgery centers directly to patients; and referring physicians and third-party payors, such as health maintenance organizations, preferred provider organizations, other managed care o rganizations, and employers. The company was founded in 1992 and is headquartered in Nashville, Tennessee.

Advisors' Opinion:
  • [By Tom Lydon]

    Top holdings based on the index include Acadia Healthcare Companies (ACHC), Amsurg Corporation (AMSG), Brookdale Senior Living (BKD), Clarcor (CLC) and Community Health Systems (CYH).

  • [By Seth Jayson]

    AmSurg (Nasdaq: AMSG  ) is expected to report Q1 earnings on April 24. Here's what Wall Street wants to see:

    The 10-second takeaway
    Comparing the upcoming quarter to the prior-year quarter, average analyst estimates predict AmSurg's revenues will grow 13.6% and EPS will grow 4.0%.

  • [By John Reese]

    Indeed, in 2013, the Greenblatt-based portfolio has bounced back strong, returning more than 50%. Below is a look at its current holdings.

    EBIX, Inc. (EBIX)

    Western Refining (WNR)

    DirecTV (DTV)

    ITT Educational Services (ESI)

    Science Applications International (SAIC)

    Weight Watchers International (WTW)

    ConocoPhillips (COP)

    AmSurg Corp. (AMSG)

    PDL BioPharma (PDLI)

    AFC Enterprises (AFCE)

    Subscribe to Validea here��/p>

  • [By Garrett Cook]

    Shares of AmSurg (NASDAQ: AMSG) were 2.07 percent to $44.85 after the company priced 8.5 million share offering at $45.00 per share. Baird upgraded Amsurg from Neutral to Outperform and raised the price target from $44.00 to $55.00.

Top 5 Dow Dividend Companies To Watch In Right Now: Federal Home Loan Mortgage Corp (FMCC)

Federal Home Loan Mortgage Corporation (Freddie Mac) conducts business in the United States residential mortgage market and the global securities market. The Company operates in three segments: Single-family Guarantee, Investments, and Multifamily. The Single-family Guarantee segment reflects results from the Company's single-family credit guarantee activities. The Investments segment reflects results from the Company's investment, funding and hedging activities. The Multifamily segment reflects results from the Company's investment (both purchases and sales), securitization, and guarantee activities in multifamily mortgage loans and securities. The Company conducts its operations in the United States and its territories.

Single-Family Guarantee Segment

In the Company�� Single-family Guarantee segment, it purchases single-family mortgage loans originated by the Company�� seller/servicers in the primary mortgage market. The Company uses the mortgage securitization process to package the purchased mortgage loans into guaranteed mortgage-related securities. The Company guarantees the payment of principal and interest on the mortgage-related security in exchange for management and guarantee fees. The Company�� customers are lenders in the primary mortgage market that originate mortgages for homeowners. These lenders include mortgage banking companies, commercial banks, savings banks, community banks, credit unions, Housing Finance Agency (HFAs), and savings and loan associations. The Company�� customers also service loans in its single-family credit guarantee portfolio.

Mortgage securitization is a process, by which the Company purchase mortgage loans that lenders originate, and pool these loans into mortgage securities that are sold in global capital markets. The United States residential mortgage market consists of a primary mortgage market that links homebuyers and lenders and a secondary mortgage market that links lenders and investors. The Company part! icipates in the secondary mortgage market by purchasing mortgage loans and mortgage-related securities for investment and by issuing guaranteed mortgage-related securities. In the Single-family Guarantee segment, it purchase and securitize single-family mortgages, which are mortgages that are secured by one- to four-family properties. The types of mortgage-related securities it issue and guarantee include PCs, REMICs and Other Structured Securities and Other Guarantee Transactions. The Company also issue mortgage-related securities to third parties in exchange for non-Freddie Mac mortgage-related securities. The non-Freddie Mac mortgage-related securities are transferred to trusts that were specifically created for the purpose of issuing securities, or certificates, in the Other Guarantee Transactions.

Investments Segment

In the Company�� Investments segment, it invests principally in mortgage-related securities and single-family performing mortgage loans, which are funded by other debt issuances and hedged using derivatives. In the Company�� Investments segment, it also provides funding and hedging management services to the Single-family Guarantee and Multifamily segments. The Company�� customers for its debt securities predominantly include insurance companies, money managers, central banks, depository institutions, and pension funds. The Company funds its investment activities by issuing short-term and long-term debt. The Company�� PCs are an integral part of its mortgage purchase program. The Company�� Single-family Guarantee segment purchases many of its mortgages by issuing PCs in exchange for those mortgage loans in guarantor swap transactions. The Company also issue PCs backed by mortgage loans that it purchased for cash.

Multifamily Segment

The Company�� multifamily segment issues Other Structured Securities, but does not issue REMIC securities. The Company multifamily segment also enters into other guarantee commitments for mult! ifamily H! FA bonds and housing revenue bonds held by third parties. The Company acquires a portion of its multifamily mortgage loans from several large seller/servicers.

The Company competes with Federal National Mortgage Association (Fannie Mae), Government National Mortgage Association (Ginnie Mae), Mae Federal Housing Administration/the United States Department of Veteran Affairs (FHA/VA) and Federal Home Loan Bank (FHLB).

Advisors' Opinion:
  • [By Jordan Wathen]

    3. A political mess
    Bruce Berkowitz was successful in bringing AIG�back to private hands, but a new effort to privatize Fannie Mae (NASDAQOTCBB: FNMA  ) and Freddie Mac� (NASDAQOTCBB: FMCC  ) �may be his biggest campaign ever.

  • [By Dan Caplinger]

    The challenge of retiree mortgages
    Recently, Fannie Mae (NASDAQOTCBB: FNMA  ) and Freddie Mac (NASDAQOTCBB: FMCC  ) made it a little easier for retirees to get new mortgages or to refinance their existing mortgages. By changing the rules for what a lender can consider as income to include retirement account balances in IRAs, 401(k)s, and similar accounts, the mortgage agencies hope to make it easier for low-income seniors to make beneficial moves like refinancing existing debt to capture low interest rates or moving from a large family home to a more modest home to free up locked-in home equity.

  • [By Alex Dumortier, CFA]

    Fannie and Freddie: future uncertain
    At the beginning of the month, I highlighted government mortgage agencies Federal National Mortgage Association (NASDAQOTCBB: FNMA  ) and Federal Home Loan Mortgage Corp. (NASDAQOTCBB: FMCC  ) , commonly known as Fannie Mae and Freddie Mac. As the result of an extraordinary run this year, the stocks now have, to my knowledge, the highest market capitalization of any penny stocks in the U.S. market.

Top 5 Dow Dividend Companies To Watch In Right Now: Noranda Aluminum Holding Corporation (NOR)

Noranda Aluminum Holding Corporation engages in the production and sale of primary aluminum products and rolled aluminum coils in the United States. Its Bauxite segment mines, produces, and sells bauxite used for alumina production. The company�s Alumina segment refines and converts bauxite into alumina, which is used in the production of primary aluminum; and sells smelter grade alumina and alumina hydrate, or chemical-grade alumina. Noranda Aluminum Holding Corporation�s Primary Aluminum segment produces and sells aluminum products in various forms, including billets, rods, high purity sow and foundry, and commodity grade sow. The company�s Flat-Rolled Products segment produces rolled aluminum products, such as finstock for use in commercial, residential, and automotive applications; semi-rigid containers for pre-packaged foods; flexible packaging products for food, drink, agricultural, and industrial products; and transformer windings for use on power grids. This seg ment sells its products through sales force to original equipment manufacturers of air conditioners, transformers, semi-rigid containers, and foil packaging; and other metals end-users. The company was incorporated in 2007 and is headquartered in Franklin, Tennessee.

Advisors' Opinion:
  • [By Pendulum]

    Century Aluminum's stock price has held up well compared to other aluminum companies:

    AlcoaNoranda Aluminum (NOR)Aluminum Corp. of China (ACH)

  • [By Garrett Cook]

    In trading on Wednesday, basic materials shares were relative leaders, up on the day by about 0.87 percent. Meanwhile, top gainers in the sector included Noranda Aluminum Holding (NYSE: NOR), up 4.6 percent, and Cliffs Natural Resources (NYSE: CLF), up 3.4 percent.

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