u****d
发帖数: 23938 | 1 Will keep an eye on it.
http://seekingalpha.com/article/315877-6-dividend-stocks-to-buy
[ZT]
Intel (INTC)
Intel has been an outperformer in 2011, returning near 16% since January.
This year had been a great one for the company. Intel was able to boost its
earnings by 160%, creating a net income of $12.7 billion from sales of $51.6
billion.
Since the burst of the techno-bubble, most technology companies have stayed
in the undervalued territory, and Intel is no exception. The stock is
trading at near single digit P/E ratio of 10.25. Actually, the forward P/E
ratio falls in to a single digit number. With a low payout ratio of 30%,
Intel offers a yield of 3.55%.
Based on 11% EPS growth estimate my fair-value range for INTC is $35 - $44.
Therefore, I rate it as a buy with strong upside potential. Its O-Metrix
score of 7.22 is also well-above average.
General Electric (GE) is one of the oldest companies in the U.S. history.
Established in 1890 by the world famous inventor Thomas Edison, General
Electric has become a conglomerate that is involved in several businesses.
Its energy infrastructure business operates different energy production
systems ranging from wind, gas, or steam-powered generators to nuclear
reactors. This segment is also involved in production of technical tools for
oil and gas extraction. The aviation segment provides high-tech engines for
the aviation industry. Healthcare segment is involved in biomedical
sciences, and drug exploration. Transportation segment produces equipment
for this industry. The home and business solutions segment manufactures home
appliances. I think all of the above segments are doing fine.
But the GE Capital segment suffered significant losses over the past decade.
I think it is the existence of General Electric's financial arm that keeps
the stock depressed. The stock lost near 80% of its market cap during the
sub-prime crises. Since then, we observed a recovery, but GE is still
trading at less than half of its pre-crises valuation. Surely, the trailing
EPS of $1.22 is much lower than the 2007 EPS of $2.18, but the company is at
a recovery stage. Earnings increased by as much as 30% in 2011 to near $13
billion. GE is also steadily increasing its dividends. Quarterly dividends
per share increased to $0.17 in the last quarter, which is 2 cents higher
than the previous quarter dividend. With a low payout of 48%, the yield of 3
.84% looks pretty safe. Based on 13.7% EPS growth estimate, my fair-value
range for GE is $23 - $35. Therefore, I rate it as a buy with strong upside
potential. Its O-Metrix score of 6.81 is also well-above average. (Full
analysis, here) |
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