Dividendaandelen
TIP
Re: Dividendaandelen
Tja er zijn veel betere investeringen
Maar 2% verwachte groei .
P/eE ratio nu 14,5 verwacht tegen 2026 P/E 15
Dividend 3.64%
Heeft een total return van 6% op 5 jaar
Risico B
Is inderdaad zeer mager
Re: Dividendaandelen
GlaxoSmithKline and Vir Biotech seek FDA emergency authorization for COVID antibody treatment ....
GlaxoSmithKline PLC and Vir Biotechnology Inc. said Friday they have submitted to the U.S. Food and Drug Administration an application for emergency use authorization for their antibody treatment for mild-to-moderate COVID-19 in adults and adolescents aged 12 and older who are at risk of hospitalization or death.
The companies said early data from a Phase 3 trial found the treatment showed an 85% reduction in hospitalization or death compared to placebo.
There were 583 patients enrolled in the trial.
https://www.marketwatch.com/story/glaxo ... eid=yhoof2
GlaxoSmithKline PLC and Vir Biotechnology Inc. said Friday they have submitted to the U.S. Food and Drug Administration an application for emergency use authorization for their antibody treatment for mild-to-moderate COVID-19 in adults and adolescents aged 12 and older who are at risk of hospitalization or death.
The companies said early data from a Phase 3 trial found the treatment showed an 85% reduction in hospitalization or death compared to placebo.
There were 583 patients enrolled in the trial.
https://www.marketwatch.com/story/glaxo ... eid=yhoof2
Re: Dividendaandelen
Mattia schreef: ↑16 februari 2021, 11:29 Ik verwacht goede resultaten van Frontline;
Frontline Ltd.’s preliminary fourth quarter 2020 results will be released on Friday February 19 2020
https://uk.finance.yahoo.com/news/fro-i ... 00563.html
Vandaag winst genomen op Frontline .......
Re: Dividendaandelen
www.fool.com: Een analyse van Leo Sun Mar 27, 2021 at 9:04AM
IBM
At first glance, IBM appears to be a great dividend stock. The tech giant became a Dividend Aristocrat last April when it raised its payout for the 25th straight year. At current share prices, its dividend has a forward yield of 5%, and the company spent just 39% of its free cash flow on the payout over the past 12 months. The stock also looks cheap at 11 times forward earnings.
I recommended IBM last August as a dividend stock because its low valuation and high yield seemed to limit its downside potential. However, I can't reiterate that recommendation today for two simple reasons.
First, IBM plans to split into two companies by spinning off its slower-growth managed infrastructure services business later this year. Shareholders will receive stock in both companies when the split occurs.
Management says the two companies will initially "pay a combined quarterly dividend that is no less than IBM's pre-spin dividend per share" -- but that each company will subsequently dictate its own dividend policy. Therefore, the "new" IBM, which plans to expand its hybrid cloud and artificial-intelligence businesses, could reduce its dividend to redirect more cash toward investing in growth. Meanwhile, the new spinoff housing its slower-growth IT services could maintain its dividend payout or even keep raising it, but its share price could also continue to lag the market.
Second, IBM's stock price declines have consistently wiped out the value of its dividend hikes. Shares are down 10% over the past five years. Even after factoring in the impact of reinvested dividends, the stock generated a total return of just 12% during a period when the S&P 500 nearly doubled.
Investors shouldn't judge a stock based on its past performance alone, but IBM's pain probably won't end after it splits. In short, this company could lose its Dividend Aristocrat title soon, and both of the two new companies it is becoming could keep underperforming the broader market.
IBM
At first glance, IBM appears to be a great dividend stock. The tech giant became a Dividend Aristocrat last April when it raised its payout for the 25th straight year. At current share prices, its dividend has a forward yield of 5%, and the company spent just 39% of its free cash flow on the payout over the past 12 months. The stock also looks cheap at 11 times forward earnings.
I recommended IBM last August as a dividend stock because its low valuation and high yield seemed to limit its downside potential. However, I can't reiterate that recommendation today for two simple reasons.
First, IBM plans to split into two companies by spinning off its slower-growth managed infrastructure services business later this year. Shareholders will receive stock in both companies when the split occurs.
Management says the two companies will initially "pay a combined quarterly dividend that is no less than IBM's pre-spin dividend per share" -- but that each company will subsequently dictate its own dividend policy. Therefore, the "new" IBM, which plans to expand its hybrid cloud and artificial-intelligence businesses, could reduce its dividend to redirect more cash toward investing in growth. Meanwhile, the new spinoff housing its slower-growth IT services could maintain its dividend payout or even keep raising it, but its share price could also continue to lag the market.
Second, IBM's stock price declines have consistently wiped out the value of its dividend hikes. Shares are down 10% over the past five years. Even after factoring in the impact of reinvested dividends, the stock generated a total return of just 12% during a period when the S&P 500 nearly doubled.
Investors shouldn't judge a stock based on its past performance alone, but IBM's pain probably won't end after it splits. In short, this company could lose its Dividend Aristocrat title soon, and both of the two new companies it is becoming could keep underperforming the broader market.
Re: Dividendaandelen
www.fool.com: een analyse van Dave Kovaleski Mar 27, 2021 at 8:36AM
IBM: Welcome to the club
IBM was the largest company in the world by market cap 40 years ago, and now, it's barely in the top 100 by that same measure. But this former tech giant still offers an attractive dividend. In fact, it joined the Dividend Aristocrats club in 2020.
The company currently pays a quarterly dividend of $1.63 per share, good for an annual yield of 4.9% -- well above the 1.2% median for the technology sector. However, that rich dividend is accompanied by a payout ratio of over 100% as of year-end 2020.
Typically, a "safe" payout ratio falls under 50% to 55% -- anything higher means the company may be paying out too much in dividends at the expense of other investments (not to mention the risk to the dividend itself if earnings deteriorate). At current levels, IBM is actually paying out more in dividends than it is generating in earnings. That's because IBM had a terrible fourth quarter with revenue down 6% year over year to $20.4 billion, while net income declined 63% to $1.4 billion.
But IBM has a bright future as it embarks on a major overhaul of its business. The company is splitting in two and divesting its IT infrastructure unit to focus on cloud computing. This will result in a smaller company but one with more growth potential.
Structural expenses related to the spin-off of its infrastructure services division was a big driver behind the recent earnings decline. IBM also made major investments to scale up its cloud computing infrastructure to prepare for the split. Those expenses will ease in the current year, and analysts expect IBM to report earnings of $11.12 per share in 2021. Based on this figure, the company's payout ratio comes down to a much more reasonable 59%.
"In 2021, the significant changes we have made to focus on hybrid cloud and AI will also begin to take hold," Chairman and CEO Arvind Krishna said on the fourth-quarter earnings call. "At a high level, in 2021, we expect to grow revenues at current spot rates with better performance in the second half than the first half."
Krishna said he expects the company to generate $11 billion to $12 billion of adjusted free cash flow by the end of this year (versus $10.8 billion in 2020), and the company is committed to continue growing the dividend. Its new strategic direction should help.
IBM: Welcome to the club
IBM was the largest company in the world by market cap 40 years ago, and now, it's barely in the top 100 by that same measure. But this former tech giant still offers an attractive dividend. In fact, it joined the Dividend Aristocrats club in 2020.
The company currently pays a quarterly dividend of $1.63 per share, good for an annual yield of 4.9% -- well above the 1.2% median for the technology sector. However, that rich dividend is accompanied by a payout ratio of over 100% as of year-end 2020.
Typically, a "safe" payout ratio falls under 50% to 55% -- anything higher means the company may be paying out too much in dividends at the expense of other investments (not to mention the risk to the dividend itself if earnings deteriorate). At current levels, IBM is actually paying out more in dividends than it is generating in earnings. That's because IBM had a terrible fourth quarter with revenue down 6% year over year to $20.4 billion, while net income declined 63% to $1.4 billion.
But IBM has a bright future as it embarks on a major overhaul of its business. The company is splitting in two and divesting its IT infrastructure unit to focus on cloud computing. This will result in a smaller company but one with more growth potential.
Structural expenses related to the spin-off of its infrastructure services division was a big driver behind the recent earnings decline. IBM also made major investments to scale up its cloud computing infrastructure to prepare for the split. Those expenses will ease in the current year, and analysts expect IBM to report earnings of $11.12 per share in 2021. Based on this figure, the company's payout ratio comes down to a much more reasonable 59%.
"In 2021, the significant changes we have made to focus on hybrid cloud and AI will also begin to take hold," Chairman and CEO Arvind Krishna said on the fourth-quarter earnings call. "At a high level, in 2021, we expect to grow revenues at current spot rates with better performance in the second half than the first half."
Krishna said he expects the company to generate $11 billion to $12 billion of adjusted free cash flow by the end of this year (versus $10.8 billion in 2020), and the company is committed to continue growing the dividend. Its new strategic direction should help.
Re: Dividendaandelen
www.fool.com: een analyse van James Brumley Mar 27, 2021 at 6:57AM
Verizon
Dividend payment cycle: February, May, August, November
Dividend yield: 4.4%
Telecom giant Verizon Communications (NYSE:VZ) may not be the Dividend King that Coca-Cola is, but with 14 consecutive years of dividend increases under its belt, it's en route to that 25-year milestone. And like Coca-Cola, dishing out dividend payments isn't a problem. The company's 2020 earnings of $4.30 per share easily covered last year's total payout of $2.48, leaving behind more than enough to invest in growth.
And that leftover cash has been and continues to be deployed wisely.
See, while most telecom service providers are making investments in 5G connectivity, none seem as ready as Verizon to capitalize on the movement, which is already worth hundreds of billions of dollars per year and still growing.
Mordor Intelligence estimates the annual 5G services market is going to grow at a triple-digit pace through 2026, when it exceeds $400 billion, as telecom and technology players not only see their 5G plans come to fruition, but also figure out new products and services to utilize these speeds. Chief among these evolutions will be the onset of the Internet of Things, wireless at-home broadband, and data-intense applications like virtual reality and connected cars.
Verizon isn't just providing wireless broadband infrastructure, either. It's pre-solving the specific challenges consumers and corporations are apt to face with 5G. For instance, its 5G Edge solution is offered with remote "edge" computing in mind where many companies now want data-handling to happen. It's also helping companies build their own private 5G networks.
These developments translate into a long runway for revenue and earnings growth for Verizon.
Verizon
Dividend payment cycle: February, May, August, November
Dividend yield: 4.4%
Telecom giant Verizon Communications (NYSE:VZ) may not be the Dividend King that Coca-Cola is, but with 14 consecutive years of dividend increases under its belt, it's en route to that 25-year milestone. And like Coca-Cola, dishing out dividend payments isn't a problem. The company's 2020 earnings of $4.30 per share easily covered last year's total payout of $2.48, leaving behind more than enough to invest in growth.
And that leftover cash has been and continues to be deployed wisely.
See, while most telecom service providers are making investments in 5G connectivity, none seem as ready as Verizon to capitalize on the movement, which is already worth hundreds of billions of dollars per year and still growing.
Mordor Intelligence estimates the annual 5G services market is going to grow at a triple-digit pace through 2026, when it exceeds $400 billion, as telecom and technology players not only see their 5G plans come to fruition, but also figure out new products and services to utilize these speeds. Chief among these evolutions will be the onset of the Internet of Things, wireless at-home broadband, and data-intense applications like virtual reality and connected cars.
Verizon isn't just providing wireless broadband infrastructure, either. It's pre-solving the specific challenges consumers and corporations are apt to face with 5G. For instance, its 5G Edge solution is offered with remote "edge" computing in mind where many companies now want data-handling to happen. It's also helping companies build their own private 5G networks.
These developments translate into a long runway for revenue and earnings growth for Verizon.
Re: Dividendaandelen
Vodafone
Dividend 5,82%
Koers 135,38 pence
Over the past 12 months, the Vodafone (LSE: VOD) share price has increased 22%, excluding dividends to investors. However, despite this performance, I think the stock continues to look cheap.
Long-term performance
The Vodafone share price has increased in value substantially over the past 12 months, but its performance over the long term is much worse. Indeed, over the past five years, the value of the stock has fallen by 40%.
Past performance should never be used as a guide to future potential. What’s more, just because the Vodafone share price looks cheap today compared to its past trading history doesn’t necessarily mean the stock is cheap.
Still, when I look at the company’s fundamentals, I think the business is incredibly undervalued at current levels.
The best way to value a telecommunications business is to look at its free cash flow. This gives us an idea of how much money the group generates from its operations after deducting capital spending. By comparison, profitability can be misleading because it doesn’t include money spent maintaining telecommunications equipment, although it does include depreciation.
Vodafone is currently selling at a price-to-free-cash-flow ratio of 4.6. By comparison, the median valuation of telecommunications companies listed in the UK is 7. But Vodafone isn’t just a UK business. It has large international operations in Europe and Africa.
As such, it makes sense to look at the valuations of its overseas peers. In Europe, the industry median price-to-free-cash-flow ratio is 6.7. The ratio of the company’s largest African peer, MTN Group, is 14.
All of these figures suggest to me that the Vodafone share price is currently undervalued. It looks cheap compared to its peers in the UK and abroad.
As well as the company’s low valuation, it also appears to support an attractive dividend yield of 5.8%. This yield is based on City forecasts and is by no means guaranteed. Nevertheless, I think it shows the organisation’s potential.
Vodafone share price risks
Shares in the telecommunications giant appear cheap, but some investors might argue the stock is cheap for a reason.
The organisation has a high level of debt and has to spend billions on spectrum rights to guarantee its positions in existing markets. These are the most significant risks to the company’s growth. It’s also facing heavy competition in some of its best growth markets, including Europe and India.
The battle in India is so aggressive that the group has had to write down the value of its subsidiary there to zero. This shows just how much of an impact these contests for users could have on the firm. In the worst-case scenario, they could bankrupt the enterprise.
However, I don’t think these challenges justify the 30%-or-so discount the Vodafone share price is currently trading at compared to the broader telecommunication sector.
On that basis, I’d buy Vodafone for my portfolio today.
https://uk.finance.yahoo.com/news/think ... 49227.html
Dividend 5,82%
Koers 135,38 pence
Over the past 12 months, the Vodafone (LSE: VOD) share price has increased 22%, excluding dividends to investors. However, despite this performance, I think the stock continues to look cheap.
Long-term performance
The Vodafone share price has increased in value substantially over the past 12 months, but its performance over the long term is much worse. Indeed, over the past five years, the value of the stock has fallen by 40%.
Past performance should never be used as a guide to future potential. What’s more, just because the Vodafone share price looks cheap today compared to its past trading history doesn’t necessarily mean the stock is cheap.
Still, when I look at the company’s fundamentals, I think the business is incredibly undervalued at current levels.
The best way to value a telecommunications business is to look at its free cash flow. This gives us an idea of how much money the group generates from its operations after deducting capital spending. By comparison, profitability can be misleading because it doesn’t include money spent maintaining telecommunications equipment, although it does include depreciation.
Vodafone is currently selling at a price-to-free-cash-flow ratio of 4.6. By comparison, the median valuation of telecommunications companies listed in the UK is 7. But Vodafone isn’t just a UK business. It has large international operations in Europe and Africa.
As such, it makes sense to look at the valuations of its overseas peers. In Europe, the industry median price-to-free-cash-flow ratio is 6.7. The ratio of the company’s largest African peer, MTN Group, is 14.
All of these figures suggest to me that the Vodafone share price is currently undervalued. It looks cheap compared to its peers in the UK and abroad.
As well as the company’s low valuation, it also appears to support an attractive dividend yield of 5.8%. This yield is based on City forecasts and is by no means guaranteed. Nevertheless, I think it shows the organisation’s potential.
Vodafone share price risks
Shares in the telecommunications giant appear cheap, but some investors might argue the stock is cheap for a reason.
The organisation has a high level of debt and has to spend billions on spectrum rights to guarantee its positions in existing markets. These are the most significant risks to the company’s growth. It’s also facing heavy competition in some of its best growth markets, including Europe and India.
The battle in India is so aggressive that the group has had to write down the value of its subsidiary there to zero. This shows just how much of an impact these contests for users could have on the firm. In the worst-case scenario, they could bankrupt the enterprise.
However, I don’t think these challenges justify the 30%-or-so discount the Vodafone share price is currently trading at compared to the broader telecommunication sector.
On that basis, I’d buy Vodafone for my portfolio today.
https://uk.finance.yahoo.com/news/think ... 49227.html
Re: Dividendaandelen
Unilever heeft er al een mooi herstel opzitten de laatste weken. Toch aan het twijfelen om alsnog een positie in te nemen. Lijkt me nog altijd een aantrekkelijk instapmoment voor op LT.
Etf's (33%) + holdings (36%) + vastgoed (11%) + dividend/groeiwaarden (20%) (zie profiel)
Re: Dividendaandelen
Zo mooi is dat herstel niet zo'n 5% hoger nu in 6 weken.
BMY 7% hoger in 14 dagen sinds ik het aanbeveelde.
Zijn ook stocks voor de lange termijn
Re: Dividendaandelen
Mattia zijn prefs geen goed alternatief voor uw situatie ?Mattia schreef: ↑27 maart 2021, 17:19 Vodafone
Dividend 5,82%
Koers 135,38 pence
Over the past 12 months, the Vodafone (LSE: VOD) share price has increased 22%, excluding dividends to investors. However, despite this performance, I think the stock continues to look cheap.
Long-term performance
The Vodafone share price has increased in value substantially over the past 12 months, but its performance over the long term is much worse. Indeed, over the past five years, the value of the stock has fallen by 40%.
Past performance should never be used as a guide to future potential. What’s more, just because the Vodafone share price looks cheap today compared to its past trading history doesn’t necessarily mean the stock is cheap.
Still, when I look at the company’s fundamentals, I think the business is incredibly undervalued at current levels.
The best way to value a telecommunications business is to look at its free cash flow. This gives us an idea of how much money the group generates from its operations after deducting capital spending. By comparison, profitability can be misleading because it doesn’t include money spent maintaining telecommunications equipment, although it does include depreciation.
Vodafone is currently selling at a price-to-free-cash-flow ratio of 4.6. By comparison, the median valuation of telecommunications companies listed in the UK is 7. But Vodafone isn’t just a UK business. It has large international operations in Europe and Africa.
As such, it makes sense to look at the valuations of its overseas peers. In Europe, the industry median price-to-free-cash-flow ratio is 6.7. The ratio of the company’s largest African peer, MTN Group, is 14.
All of these figures suggest to me that the Vodafone share price is currently undervalued. It looks cheap compared to its peers in the UK and abroad.
As well as the company’s low valuation, it also appears to support an attractive dividend yield of 5.8%. This yield is based on City forecasts and is by no means guaranteed. Nevertheless, I think it shows the organisation’s potential.
Vodafone share price risks
Shares in the telecommunications giant appear cheap, but some investors might argue the stock is cheap for a reason.
The organisation has a high level of debt and has to spend billions on spectrum rights to guarantee its positions in existing markets. These are the most significant risks to the company’s growth. It’s also facing heavy competition in some of its best growth markets, including Europe and India.
The battle in India is so aggressive that the group has had to write down the value of its subsidiary there to zero. This shows just how much of an impact these contests for users could have on the firm. In the worst-case scenario, they could bankrupt the enterprise.
However, I don’t think these challenges justify the 30%-or-so discount the Vodafone share price is currently trading at compared to the broader telecommunication sector.
On that basis, I’d buy Vodafone for my portfolio today.
https://uk.finance.yahoo.com/news/think ... 49227.html
NLY zijn prefs noteren rond de 100% en geven coupon van min 6,5% , 6,95% en 7,5%
Re: Dividendaandelen
Hey Lop,
Ik heb de gewone Annaly aandelen reeds een drietal jaar in mijn portfolio want ze geven een goed dividend en zijn veilig, om het in jouw termen uit te drukken: ze investeren alleen in AAA-rated mortgage-backed securities.
Voor mijn bedrijfsportfolio probeer ik zo weinig mogelijk te traden (fiscus) maar dat wil niet zeggen dat ik dat niet doe want de laatste twee weken heb ik bijna 30% van deze port herschikt (naar Amerikanen ten nadele van Engelsen) en ik heb dus nogal wat winstnemingen moeten doen.
Gelukkig kan ik mij privé een beetje uitleven want ik ben niet van het geduldige soort....
Bedankt voor de suggestie.
Re: Dividendaandelen
Ik heb in ieder geval nog geen spijt van mijn aankoop van Unilever.
Wat is eigenlijk jullie mening van Wolters Kluwer? Komt nauwelijks op dit forum ter sprake.
Ik heb deze aanvankelijk voor de langetermijn dividendgroei gekocht maar sta reeds op +14%.
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Re: Dividendaandelen
Ook een aandeel die ik nog gevolgd heb. Inderdaad interessant voor het ieder jaar hoger dividend. Hebben ook een mooi track record. Het laatste jaar wel redelijk stabiel gebleven, maar dan een serieuze dip vorige maand die een mooi instapmoment leek (die u waarschijnlijk hebt aangegrepen). Als ik u was, dan zou ik ze gewoon aanhouden. U hebt ze in soldenperiode kunnen aanschaffen, geen reden om ze van de hand te doen als ze terug op normaal prijsniveau zitten.
Etf's (33%) + holdings (36%) + vastgoed (11%) + dividend/groeiwaarden (20%) (zie profiel)