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5 Dividend Bargains From Surprising Places
live (public) 5.58% March 12
Dividend stocks continue to take pride of place as they provide income
as well as growth and are going to be an area of focus for some time to
come.
By Dan Caplinger of the Motley Fool reports on
five that may not be on many people's RADAR. He
looked for stocks that met two simple tests: a dividend yield above 3%
and a price-to-book ratio below one.
High yield was a simple filter but picking price-to-book as a measure of
value wasn't as clear. However, with the ongoing systemic stresses that
potentially distort
earnings, looking at an alternative valuation measure like book
value can reveal some stocks that others may have missed. He then goes on to outline his top five
|
Stock |
Dividend Yield |
Price-to-Book Ratio |
|---|---|---|
| ArcelorMittal (MT) | 3.2% | 0.55 |
| Banco Santander (STD) | 5.9% | 0.71 |
| CME Group (CME) | 3.2% | 0.87 |
| Encana (ECA) | 4% | 0.91 |
| France Telecom (FTE) | 9.1% | 0.98 |
Source: Motley Fool CAPS.
As of March 5.
This is a different list of companies that have broad markets and makes an interesting list. A bargain stock can be a source of growth or trouble so it is important to be cautious. However, this is a list worth measuring against our dividend bearing ETF portfolio:
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | MT (ArcelorMittal SA ADR) | 17.25% | 12.90% |
| Asset1 | CME (CME Group Inc) | 24.84% | |
| Asset1 | ECA (Ovintiv Inc) | 14.21% | |
| Asset1 | CASH (CASH) | 0.0% | 27.38% |
| CASH | CASH (CASH) | 0.0% | 20.67% |
* Day change on 03/12/2020.
Previous
Since 08/05/2005
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 5 Dividend Bargains From Surprising Places | -7.7% | -10.8% | 4.6% | 3.0% | -7.4% | |
| VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2005 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -12.9 | -10.8 | 4.6 | 3.0 | -7.4 | -3.8 | -7.7 | -3.0 | -14.2 | 51.9 | 22.3 | -21.1 | -12.9 | 0.1 | -24.2 | -31.2 | -15.0 | 36.3 | -52.1 | 45.6 | 34.1 | 1.9 |
| Sharpe Ratio | NA | -0.63 | 0.16 | 0.12 | -0.34 | -0.16 | -0.22 | -0.35 | -0.95 | 1.94 | 1.87 | -1.8 | -1.22 | 0.0 | -0.72 | -0.85 | -0.46 | 0.8 | -0.88 | 1.8 | 1.61 | 0.04 |
| Draw Down(%) | NA | 18.0 | 28.2 | 28.2 | 70.1 | 82.5 | 18.0 | 13.5 | 22.1 | 6.3 | 5.3 | 23.3 | 17.4 | 14.3 | 36.4 | 39.9 | 32.3 | 30.5 | 68.3 | 11.8 | 14.8 | 10.8 |
| Standard Deviation(%) | NA | 19.1 | 21.2 | 18.0 | 22.9 | 29.0 | 36.1 | 12.5 | 16.4 | 26.4 | 11.9 | 11.7 | 10.5 | 13.0 | 33.5 | 36.8 | 32.4 | 45.0 | 60.3 | 23.7 | 19.1 | 20.9 |
| Treynor Ratio | NA | -0.24 | 0.06 | 0.04 | -0.08 | -0.04 | -0.17 | -0.06 | -0.24 | 0.46 | 0.39 | -0.42 | -0.25 | 0.0 | -0.17 | -0.22 | -0.09 | 0.24 | -0.4 | 0.34 | 0.23 | 0.01 |
| Alpha | NA | -0.02 | 0.02 | 0.01 | -0.05 | -0.03 | 0.09 | -0.08 | -0.04 | 0.1 | 0.06 | -0.09 | -0.08 | -0.08 | -0.17 | -0.14 | -0.13 | 0.02 | -0.01 | 0.14 | 0.06 | 0.0 |
| Beta | NA | 0.5 | 0.6 | 0.58 | 0.94 | 1.17 | 0.45 | 0.69 | 0.66 | 1.11 | 0.57 | 0.51 | 0.53 | 0.76 | 1.43 | 1.44 | 1.6 | 1.48 | 1.33 | 1.24 | 1.36 | 1.41 |
| RSquared | NA | 0.29 | 0.19 | 0.22 | 0.41 | 0.6 | 0.24 | 0.47 | 0.47 | 0.07 | 0.39 | 0.45 | 0.32 | 0.42 | 0.34 | 0.84 | 0.79 | 0.82 | 0.83 | 0.69 | 0.5 | 0.45 |
| Sortino Ratio | NA | -0.98 | 0.31 | 0.22 | -0.47 | -0.22 | -0.36 | -0.5 | -1.25 | 7.04 | 2.81 | -2.34 | -1.58 | 0.0 | -0.81 | -1.1 | -0.64 | 1.09 | -1.14 | 2.67 | 2.46 | 0.06 |
| Yield(%) | 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 |
| 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2005
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