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3 High-Yield Stocks with Major Growth Prospects
3 High-Yield Stocks with Major Growth Prospects
live (public) 1.68% May 06
Lisa Springer of the Street Authority sets out to find companies that combine strong growth prospects with better than average yields. This was of interest to me as I am interested in yields for income and growth for, well, growth.
Lisa screens for
- U.S. stocks
- Yielding 4% or better
- Annual earnings for per growth prospects of at least 15% in the next five years
The resulting list of 20 was further refined by eliminating companies that haven't grown their dividends over the past five years
The top three
- Meridian Bioscience Inc. (VIVO)
Yield: 4% Estimated five-year annual EPS growth:
16%.
- Leader in diagnostic test kits used to identify and treat common gastrointestinal, viral and respiratory infections. The company sells in more than 60 countries and so has worldwide reach.
- Watsco Inc. (WSO)
Yield: 4% Estimated five-year annual EPS growth:
18%.
- Watsco is the nation's leading distributor of air conditioning, heating and refrigeration equipment and related parts. It has over 500 US and Puerto Rico locations.
- Energy Transfer Partners LP (ETP)
Yield: 7% Estimated five-year annual EPS
growth: 19%.
- Energy Transfer Partners operates gas
pipelines in the Western and Southwestern United States, and
owns the largest intrastate pipeline system in Texas.
Three equities is too small for a complete portfolio but it is an interesting set worthy on being measured against our benchmark ETF portfolio.
Holdings (As of 05/06/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | WSO (Watsco Inc) | 1.68% | 100.00% |
* Day change on 05/06/2024.
Previous
Performance (As of 05/06/2024)
Since 03/17/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 3 High-Yield Stocks with Major Growth Prospects | 12.3% | 44.8% | 9.1% | 19.0% | 7.3% | 9.1% |
| VFINX (Vanguard (S&P 500) Index) | 9.2% | 27.2% | 9.1% | 13.9% | 12.6% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/17/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.5 | 12.3 | 44.8 | 9.1 | 19.0 | 7.3 | 9.1 | 10.7 | 4.4 | 3.2 | 31.7 | 43.2 | 2.3 | -16.4 | -10.2 | 14.3 | -3.4 | -4.6 | 35.5 | 13.1 | -7.6 | 19.7 | 7.5 | -15.4 | 35.5 | 19.8 | 50.7 |
| Sharpe Ratio | NA | 0.38 | 1.54 | 0.19 | 0.5 | 0.22 | NA | 0.36 | 0.0 | 0.07 | 1.22 | 1.12 | 0.04 | -0.66 | -0.65 | 0.67 | -0.19 | -0.29 | 2.3 | 0.79 | -0.26 | 0.91 | 0.29 | -0.39 | 1.52 | 0.63 | 1.95 |
| Draw Down(%) | NA | 10.7 | 14.9 | 40.5 | 40.5 | 44.7 | NA | 44.7 | 40.5 | 16.7 | 15.5 | 27.2 | 14.6 | 29.7 | 19.6 | 14.0 | 15.9 | 14.5 | 7.2 | 12.7 | 32.2 | 18.7 | 26.4 | 37.8 | 13.0 | 21.3 | 7.7 |
| Standard Deviation(%) | NA | 29.1 | 26.7 | 36.8 | 34.9 | 28.6 | NA | 27.2 | 52.9 | 25.5 | 26.1 | 38.3 | 20.4 | 26.8 | 16.7 | 20.9 | 17.6 | 15.7 | 15.4 | 16.5 | 28.9 | 21.6 | 25.8 | 41.7 | 21.4 | 26.1 | 25.0 |
| Treynor Ratio | NA | 0.09 | 0.32 | 0.08 | 0.25 | 0.12 | NA | 0.43 | 0.0 | 0.02 | 0.34 | 0.78 | 0.01 | -0.56 | 0.38 | 1.56 | 0.47 | 1.71 | -11.57 | 2.01 | 0.63 | 8.45 | -16.9 | 18.95 | -6.98 | 0.97 | 21.35 |
| Alpha | NA | 0.03 | 0.05 | 0.03 | 0.05 | 0.02 | NA | 0.04 | -0.01 | 0.08 | 0.03 | 0.12 | -0.07 | -0.05 | -0.02 | 0.06 | -0.01 | -0.01 | 0.13 | 0.05 | -0.01 | 0.08 | 0.04 | -0.04 | 0.12 | 0.07 | 0.21 |
| Beta | NA | 1.21 | 1.28 | 0.84 | 0.69 | 0.53 | NA | 0.22 | 0.84 | 0.8 | 0.93 | 0.55 | 0.79 | 0.31 | -0.28 | 0.09 | -0.07 | -0.03 | -0.03 | 0.06 | -0.12 | 0.02 | 0.0 | -0.01 | -0.05 | 0.17 | 0.02 |
| RSquared | NA | 0.24 | 0.31 | 0.19 | 0.2 | 0.12 | NA | 0.03 | 0.06 | 0.57 | 0.22 | 0.24 | 0.23 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.54 | 2.21 | 0.22 | 0.62 | 0.27 | NA | 0.46 | 0.0 | 0.1 | 1.76 | 1.59 | 0.05 | -0.76 | -0.77 | 0.97 | -0.26 | -0.4 | 3.41 | 1.14 | -0.36 | 1.25 | 0.42 | -0.52 | 2.19 | 0.93 | 3.31 |
| Yield(%) | N/A | 1.82 | 3.76 | 2.67 | 2.54 | 3.17 | N/A | 3.73 | 2.31 | 2.08 | 2.3 | 1.53 | 3.36 | 1.4 | 1.54 | 7.61 | 4.73 | 4.27 | 3.91 | 7.69 | 3.91 | 5.01 | 4.7 | 3.74 | 3.64 | 2.51 | 2.9 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2005
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