Showing posts with label Dividend Stocks to Buy. Show all posts
Showing posts with label Dividend Stocks to Buy. Show all posts

5 Top Stock Picks to Start the Summer in 2014

Our list of stocks to buy for this month all pack a punch in three different ways.
First, following my prediction that retail stocks would be the place to be for 2012, June’s best stocks are those whose bread-and-butter is the American consumer.
In addition, investors are increasingly favoring companies engaged in aggressive stock buyback programs, so I’ve included a few of our biggest share repurchase players in this list.
Finally, with first-quarter earnings under our belt, this list of  stocks represents some of the biggest winners from the past earnings season.
In the current narrow market, the following five stocks represent some of the best buying opportunities out there.

5 Top Stock Picks to Start the Summer in 2014 1) Alexion Pharmaceuticals

Alexion Pharmaceuticals (NASDAQ:ALXN). Ever since I first highlighted ALXN in October, this stock has been on a steady climb, gaining nearly 40%.
Sales of Alexion’s blood disorder drug Soliris continue to gain, helping to fuel strong first-quarter operating results. Profits boomed 69% to $45.5 million, or 45 cents per share, and net sales jumped 47% to $244.7 million. Better yet, Alexion was able to beat the Street earnings view by 15%.
Looking ahead, management remains bullish; it has raised its 2012 sales guidance to between $1.07 billion and $1.09 billion and its earnings guidance to a range of $1.65 and $1.75 per share. This also tops analyst estimates of earnings of $1.74 per share on $1.07 billion in sales.

5 Top Stock Picks to Start the Summer in 2014 2) Dollar Tree

Dollar Tree (NASDAQ:DLTR) has been on a great run since October, gaining more than 30%. But there’s plenty of upside left to this stock considering its $1.5 billion buyback program and its most recent earnings announcement.
The company recently reported record first-quarter sales and earnings. Earnings jumped 16% to $116.1 million, or $1.00 per share. Over the same period, net sales increased 11% to $1.72 billion. Although the company’s second-quarter guidance just missed analyst expectations, I’m encouraged that Dollar Tree raised its full-year guidance.

5 Top Stock Picks to Start the Summer in 2014 3) O’Reilly Automotive

O’Reilly (NASDAQ:ORLY) may have started out as a mom-and-pop auto parts business, but with a $500 million share repurchase program currently under its belt, this company has clearly grown into a major force in the Auto Parts industry.
This company recently announced stunning first-quarter operating results. To start, compared with Q1 2011, net income jumped 44% to $147.5 million, or $1.14 per share. Adjusted earnings weighed in at $1.14 per share, which topped the $1.04 consensus by 10%. Over the same time frame, sales rose 11% to $1.53 billion, beating analyst estimates by 3%.
Looking ahead to the second quarter, the company expects earnings to weigh in between $1.13 and $1.17 per share, while the Street sees $1.17 in earnings per share. The company also raised its 2012 earnings guidance to $4.47 to 4.57 per share, compared with the Street view of $4.51 per share.
5 Top Stock Picks to Start the Summer in 2014 4)  Ross Stores
Ross (NASDAQ:ROST) is a bargain apparel and home fashion chain that is known for letting its customers “Dress for Less.” And, as shoppers continue to be judicious with their spending, this business model is clearly paying off.
Thanks to robust sales growth across many of its markets, the company reported a 21% year-over-year jump in profits. Over the same period, total sales jumped 14% to $2.36 billion. Looking forward, the company plans to more-than double its store count and buy back $450 million of its stock in 2012.
I fully expect Ross to continue to show relative strength into the summer months.

5 Top Stock Picks to Start the Summer in 2014 5) Verisk Analytics

Verisk (NASDAQ:VRSK) is a newcomer to our list that I added in April, and it’s already posted a tidy little gain.
One reason that this is such an exciting company is that it recently expanded its business operations to include crime-related risk management. Thanks to a series of product launches and acquisitions, Verisk now has national crime databases at its disposal — opening Verisk up to new clients and increasing its attractiveness with existing customers. Plus, it should be accretive to next quarter’s earnings.
In the most recent quarter, Verisk posted 11% sales growth and 13% earnings growth; the company also topped the consensus earnings estimate by 2%. Verisk is also in the middle of an aggressive stock buyback program; the company plans on repurchasing an additional $267.9 million of its own shares.

5 Top Stock Picks to Start the Summer in 2013

Our list of stocks to buy for this month all pack a punch in three different ways.
First, following my prediction that retail stocks would be the place to be for 2012, June’s best stocks are those whose bread-and-butter is the American consumer.
In addition, investors are increasingly favoring companies engaged in aggressive stock buyback programs, so I’ve included a few of our biggest share repurchase players in this list.
Finally, with first-quarter earnings under our belt, this list of  stocks represents some of the biggest winners from the past earnings season.
In the current narrow market, the following five stocks represent some of the best buying opportunities out there.

5 Top Stock Picks to Start the Summer in 2013 1) Alexion Pharmaceuticals

Alexion Pharmaceuticals (NASDAQ:ALXN). Ever since I first highlighted ALXN in October, this stock has been on a steady climb, gaining nearly 40%.
Sales of Alexion’s blood disorder drug Soliris continue to gain, helping to fuel strong first-quarter operating results. Profits boomed 69% to $45.5 million, or 45 cents per share, and net sales jumped 47% to $244.7 million. Better yet, Alexion was able to beat the Street earnings view by 15%.
Looking ahead, management remains bullish; it has raised its 2012 sales guidance to between $1.07 billion and $1.09 billion and its earnings guidance to a range of $1.65 and $1.75 per share. This also tops analyst estimates of earnings of $1.74 per share on $1.07 billion in sales.

5 Top Stock Picks to Start the Summer in 2013 2) Dollar Tree

Dollar Tree (NASDAQ:DLTR) has been on a great run since October, gaining more than 30%. But there’s plenty of upside left to this stock considering its $1.5 billion buyback program and its most recent earnings announcement.
The company recently reported record first-quarter sales and earnings. Earnings jumped 16% to $116.1 million, or $1.00 per share. Over the same period, net sales increased 11% to $1.72 billion. Although the company’s second-quarter guidance just missed analyst expectations, I’m encouraged that Dollar Tree raised its full-year guidance.

5 Top Stock Picks to Start the Summer in 2013 3) O’Reilly Automotive

O’Reilly (NASDAQ:ORLY) may have started out as a mom-and-pop auto parts business, but with a $500 million share repurchase program currently under its belt, this company has clearly grown into a major force in the Auto Parts industry.
This company recently announced stunning first-quarter operating results. To start, compared with Q1 2011, net income jumped 44% to $147.5 million, or $1.14 per share. Adjusted earnings weighed in at $1.14 per share, which topped the $1.04 consensus by 10%. Over the same time frame, sales rose 11% to $1.53 billion, beating analyst estimates by 3%.
Looking ahead to the second quarter, the company expects earnings to weigh in between $1.13 and $1.17 per share, while the Street sees $1.17 in earnings per share. The company also raised its 2012 earnings guidance to $4.47 to 4.57 per share, compared with the Street view of $4.51 per share.
5 Top Stock Picks to Start the Summer in 2013 4)  Ross Stores
Ross (NASDAQ:ROST) is a bargain apparel and home fashion chain that is known for letting its customers “Dress for Less.” And, as shoppers continue to be judicious with their spending, this business model is clearly paying off.
Thanks to robust sales growth across many of its markets, the company reported a 21% year-over-year jump in profits. Over the same period, total sales jumped 14% to $2.36 billion. Looking forward, the company plans to more-than double its store count and buy back $450 million of its stock in 2012.
I fully expect Ross to continue to show relative strength into the summer months.

5 Top Stock Picks to Start the Summer in 2013 5) Verisk Analytics

Verisk (NASDAQ:VRSK) is a newcomer to our list that I added in April, and it’s already posted a tidy little gain.
One reason that this is such an exciting company is that it recently expanded its business operations to include crime-related risk management. Thanks to a series of product launches and acquisitions, Verisk now has national crime databases at its disposal — opening Verisk up to new clients and increasing its attractiveness with existing customers. Plus, it should be accretive to next quarter’s earnings.
In the most recent quarter, Verisk posted 11% sales growth and 13% earnings growth; the company also topped the consensus earnings estimate by 2%. Verisk is also in the middle of an aggressive stock buyback program; the company plans on repurchasing an additional $267.9 million of its own shares.

Dividend Stocks 2012:3 Health Care Plays With Healthy Dividends

Heath care stocks are the no-brainer demographic trend that every investor should take advantage of.
The aging baby boomers will demand more services, prescriptions and medical care. Health care is recession-proof, since people rarely will cut back on their quality of life even if money is stretched thin. The big-picture reasons go on and on.
Perhaps the most compelling case for investors can be seen in the recent performance of health care-focused funds. The Vanguard Health Care ETF (NYSE:VHT) and the iShares Dow Jones US Healthcare ETF (NYSEARCA:IYH), for instance, have both doubled the returns of the Dow Jones Industrials in the last year — with roughly 12% gains over the benchmark index’s 6% rise. They also blow away the measly 2% tallied by the S&P 500 in the last 12 months.
The only downside for buy-and-hold investors is the distributions, or dividends, paid by these ETFs. While 1.4% for the iShares health care ETF and 1.6% for the Vanguard health care ETF aren’t terrible, those yields are hardly attractive when you consider many picks in the sector boast dividends well over 3% and sometimes even topping 4%.
Also, health care could always take a hit in 2012 and beyond. The sector isn’t immune to broader economic troubles, even if it is relatively insulated. Specific challenges also confront many health care subsectors — patent expirations for Big Pharma stocks like Eli Lilly (NYSE:LLY), Pfizer (NYSE:PFE) and Merck (NYSE:MRK) being the most obvious.
But if you do your research, you can find a number of health care picks that seem to be great long-term investments. Here are three. Not only are they relatively low-risk, each of them pays a plump dividend with a yield of more than 4%.

Dividend Stocks 2012 - HCP

HCP (NYSE:HCP) is a real estate investment trust (REIT). I know what you’re thinking: What does real estate have to do with health care? Well, HCP invests primarily in senior housing, medical office buildings and hospitals. That means it’s well positioned not just in terms of growth in the health care business but also because it will be a powerful dividend payer.
That’s because REITs deliver 90% of their taxable income back to shareholders according to federal law. They do this via big dividends — currently a yield of 4.6% in HCP’s case.
This is a sleepy play that certainly won’t deliver massive growth. REITs aren’t set up that way. But if you’re looking for a solid dividend payer that will ride the rising tide in health care, consider HCP. The stock is up 13% in the last 12 months, double the Dow Jones Industrials. It’s also up 40% since January 2010, vs. just 25% for the benchmark index.

Dividend Stocks 2012 - Meridian Bioscience

As a provider of diagnostic test kits, Meridian Bioscience (NYSE:VIVO) is in the business of screening for diseases to help treat them or prevent breakouts. The rhetoric about growing health care costs and how “an ounce of prevention is worth a pound of cure” seems to align perfectly with Meridian’s business model, making it a good candidate for a long-term buy.
The company is admittedly a bit riskier than larger picks in the sector, of course. It has a market cap of only about $800 million. Also, VIVO shares flopped big-time during the volatility of last summer, and they remain off about 33%. The company has run into short-term headwinds, too, having missed its earnings targets for the quarter just recently.
However, Meridian’s quarterly revenue was up 8% year-over-year in its most recent earnings report, and full-year revenue for fiscal 2011 was up almost 12%. Yes, profits were flat — but the company has zero long-term debt and remains soundly profitable.
With a 4% dividend and safe operations like that, you may want to consider a long-term play in Meridian to see what else this company has coming down the pipeline in the next few years.

Dividend Stocks 2012 - Lincare

Lincare Holdings (NASDAQ:LNCR) is a leading provider of in-home care, which includes oxygen tanks and other respiratory gear. Lincare serves about 750,000 customers nationwide.
Thanks to the demographics fueling in-home care — many more patients to serve and a system that prefers to keep those patients at home for treatment — Lincare has posted seven straight quarters of year-over-year revenue growth. Its earnings have risen by about 45% from fiscal 2009 through its just-completed 2011 fiscal year. Despite this growth, it’s priced at a reasonable P/E of around 11 right now.
The possibility of Medicare reimbursement changing and some general competitive challenges are concerns that could hold Lincare back. In fact, Deutsche Bank just downgraded the stock to hold in January in advance of Lincare’s Feb. 6 earnings announcement.
However, the home-care business seems the perfect growth opportunity as baby boomers age, and the nice 3.1% dividend will tide you over while you watch and wait.

Top 5 Stocks Must to Sell in May in 2012

You’ve probably heard the adage “sell in May and go away.” It’s a nice little rhyme, and it does have a basis in the market’s seasonal patterns. Over time, the stock market as a whole has typically been weaker from May to October than it has from November through April. Going back to 1950, the Dow is just about flat May to October but up over 7% on average from November to April.
On the other hand, that’s certainly not the pattern every year, and bailing out of stocks altogether for such a long period of time is tricky. For one thing, you have to figure out the right time to get back in. And this year in particular, there’s another historical trend at work that muddies the waters: the Presidential election. Going back to 1950, the S&P 500 has moved higher in the last seven months of Presidential election years 13 out of 15 times, according to Stock Trader’s Almanac.
Also important, first-quarter earnings-reporting season, which lingers into May, has been solid so far, with nearly three-quarters of companies beating expectations. In addition, housing, which was the biggest cause of our economic problems, looks close to bottoming out, European debt contagion risks remain largely contained at the moment, and anemic interest rates are supportive of demand for stocks — many of which pay higher dividend yields than CDs, savings accounts and bonds.
My strategy is simple: I like to make sure I’m properly diversified and that my portfolio is in balance with my desired allocations. I also make sure the stocks I own are the strongest opportunities with specific catalysts in place to drive the stocks higher.
That said, “sell in May” isn’t a bad way to go for stocks you’re not sure about. As an example, let me share a few of the stocks on a list I just put together for subscribers to my GameChangers advisory service.
Many of these stocks have shrinking margins, bleak revenue outlooks, face increased competition and could be affected by a cautious consumer as well. At best, I expect them to be dead money for a long time; at worst, they could drag your portfolio down.

Top 5 Stocks Must to Sell in May in 2012 #1: CMG

Chipotle Mexican Grill (NYSE:CMG) has had a great run — up 200% over the last two years. But the company now faces a number of challenges. One is potential market saturation, which would lead to a decline in its record revenue growth. There’s also a new emphasis among consumers on homemade meals as well as upgraded supermarket takeout food.
In short, Chipotle must deal with labor-cost pressures, unstable commodity/food expenses and customers who are concerned about prices. International growth is Chipotle’s big plan, but it’s not clear yet if its spicier foods will translate as well in international markets as menus of competitors such as McDonald’s (NYSE:MCD) and KFC (NYSE:YUM).

Top 5 Stocks Must to Sell in May in 2012 #2: DNKN

Dunkin Brands Group (NASDAQ:DNKN) has put up some good numbers recently, but I’m leery of several things, including the company’s huge debt load and ownership structure. DNKN is a “controlled company,” with over 80% of its ownership in the hands of three private-equity firms (Bain, Carlyle and Thomas H. Lee), which always raises the concern that private-equity owners will want to “cash out.”
In addition, Dunkin Brands faces a tough challenge in its efforts to do better in the afternoons and evenings and unseat Starbucks, the currently leader at those times of the day. DNKN is also not cheap, trading at more than 25X expected 2012 earnings. I think a more reasonable valuation would be around 16X, which would be closer to $20 a share.

Top 5 Stocks Must to Sell in May in 2012 #3: DTV

DirecTV (NYSE:DTV) is expecting to face rapidly increasing programming costs, in large measure because the company has had to fork over ever-increasing amounts of cash to keep exclusive National Football League content for its NFL Sunday Ticket package.
Not surprisingly, DirecTV has said that customer growth should slow as a result of higher costs, and management recently signaled a shift in focus toward “customer retention” rather than heavy promotions to draw in new subscribers. Equipment subsidies and marketing costs now top $800 for each customer acquired, and it takes about 18 months for DirecTV to get that money back.
In addition, more content is available online, so more people are turning to the Internet for programming. That hurts DTV more than competing cable companies that offer high-speed Internet access along with phone and television service.

Top 5 Stocks Must to Sell in May in 2012 #4: RSH

Radio Shack (NYSE:RSH) is struggling with competition from giants such as Amazon (NASDAQ:AMZN) and Best Buy (NYSE:BBY). The company met analysts’ expectations in its fourth-quarter report, but that came on the heels of four straight earnings misses, and first-quarter results announced April 24 went back to being another miss.
Part of the problem is that a higher percentage of the company’s sales are coming from mobile products, which carry very low margins, and changes at Sprint have also impacted results. In addition, in early March, right as the company was searching for a new lead advertising agency, Executive Vice President and Chief Marketing Officer Lee Applebaum abruptly left the company. I would stay away from the stock until there’s a clearer picture of where the company is going.

Top 5 Stocks Must to Sell in May in 2012 #5: SHLD

Sears Holdings (NASDAQ:SHLD) just keeps reporting lower sales and profits. With its poor customer service and consumer concerns about the quality of its appliances and other onetime A-level items, the retailer is on a downward path.
CEO Eddie Lampert has been scrambling to raise cash and calm investor fears, and he does have a history of igniting investor interest from time to time. To stay afloat with enough cash flow, Sears has been trying to sell or spin off stores. One well-respected Wall Street analyst called the process “a controlled liquidation of its chain,” and I agree. While the move sent SHLD soaring more than 20% and put rumors of bankruptcy to rest,  in the end, Sears looks to be on its way to another cash-flow crunch.
You can’t run a business by selling off assets. Sears needs to address its fundamental problems and find a buyer that can provide synergistic upside. Meanwhile, the company has too big of a struggle ahead at a time of high unemployment, shrinking credit and competitors doing a better job both online and in big-box stores.

Four Dividend Stocks to Invest in 2012

Dividend growth investing is a strategy where investors buy stock in companies which consistently raise distributions. This leads to higher dividend payouts over time, and also leads to capital gains, as the market adjusts stock prices to reflect the higher income generated by the stock.
Dividend growth does not just miraculously appear out of a thin air however. In order to get dividend hikes every year, the company has to generate earnings growth over time.
For example, back in 2001, Chevron (NYSE:CVX) earned $1.85 per share, paid a dividend of $1.325 per share and traded at $44.81 per share. Ten years later, in 2011 the company is earning $13.44 per share, the dividend is $3.09 per share. The stock is trading around very comfortable $100 per share. The company is expected to distribute at least $3.24 per share in 2012. Investors who purchased the stock a decade ago are sitting at handsome capital gains, and are earning 7.20% yield on cost.
In order to generate high returns from dividends and capital gains, investors need to focus on companies which will be able to earn higher amounts in the future.
Corporations that have designated roadmaps to generate higher earnings per share, increase investors odds of receiving higher distributions and enjoying capital gains in the process are a great place to start earning money for your portfolio.
Below, you could find a list of four companies which have outlined their corporate strategies of achieving high earnings per share for the next several years:

Four Dividend Stocks to Invest in 2012 #1 Coca-Cola

Beverage company Coca-Cola (NYSE:KO) engages in the manufacture, marketing, and sale of nonalcoholic beverages worldwide. This dividend king has raised distributions for 50 years in a row.
Coca-Cola’s 2020 Vision Strategy strives for a high single digit annual EPS growth throughout this decade, driven through 5%-6% annual increases in revenues as the company expects 3%-4% yearly increase in sales volumes. The company is focusing more of its attention to still beverages like waters and juices, which stand the chance of delivering strong growth over time.
In addition, growth could come from emerging markets such as China and India, where the average number of servings per capita is much lower than that of the US. The company is pursuing differing strategies to capture the imaginations (and dollars) of consumers in emerging, developing and developed markets.
While the company might be focusing on growth through innovation and productivity initiatives in the developed markets, it might generate growth in emerging markets by heavy investing and maximizing volumes.
In addition, the company is playing on strong long-term demographic trends of continued rise in the global population, increased urbanization as well as the expected rise of the middle class worldwide. Yield: 2.70% (analysis)

Four Dividend Stocks to Invest in 2012 #2 Clorox

Clorox (NYSE:CLX) manufactures and markets consumer and institutional products worldwide. The company operates in four segments: Cleaning, Lifestyle, Household, and International. This dividend champion has consistently raised distributions for 34 years in a row.
In 2007 the company introduced its Centennial Strategy where the company is focused on achieving double-digit annual growth in economic profit. A key driver of the strategy is to accelerate sales by growing existing brands, including expanding into adjacent categories, entering new sales channels and increasing penetration within existing countries.
The company also anticipates using its strong cash flow to pursue growth opportunities and increase shareholder returns.
Basically the company will try to deliver further growth through an ongoing focus on consumer megatrends.
In addition to that the company will be targeting a 2% sales growth through product innovation. The company projects sales growth of 3-5 percent, excluding acquisitions and expansion into new geographies through 2013.
Last but not least Clorox will target margin expansion and maximizing cash flow through implementation a continued robust cost-saving program and maintaining price increases the company has taken. Yield: 3.40% (analysis)

Four Dividend Stocks to Invest in 2012 #3 Kimberly-Clark

Kimberly-Clark (NYSE:KMB), together with its subsidiaries, engages in manufacturing and marketing health care products worldwide. The company operates in four segments: Personal Care, Consumer Tissue, K-C Professional and Other, and Health Care.
This dividend aristocrat has consistently raised dividends for 40 years in a row. As with other consumer products companies, the growth is likely to come from developing and emerging markets, rather than developed markets.

Developed markets could benefit from cost cutting and efficiency profits, which would decrease the total price of doing business. Under the company’s global business plan, announced in 2003, it is looking for annual sales growth in the 3%-5% range, EPS growth in the mid to high single digits and dividend increases in line with earnings growth.  Yield: 3.80% (analysis)

Four Dividend Stocks to Invest in 2012 #4 IBM

IBM (NYSE:IBM) provides information technology (IT) products and services worldwide. The company operates in five segments: Global Technology Services, Global Business Services, Software, Systems and Technology, and Global Financing. This dividend achiever has rasied distributions for 17 years in a row.
IBM has publicly announced its goal to hit $20 in earnings per share by 2015. The company is one of the most consistent repurchasers of stock, having reduced the total shares outstanding by 50% since 1995.
The company expects that one third of the gains would come from revenue growth driven by organic growth and acquisitions. The company is relying on growth markets, its business analytics segment, its smarter planet initiative as well as its cloud and next generation data center businesses to deliver revenue growth.
Almost one third of the growth would come from share buybacks as well. The remainder would come from increased productivity in its core segments, as well as continuing its focus on offering high value to its customers. Yield: 1.70% (analysis)

20 Best Companies Stocks to Invest in 2012

It’s the thick of earnings season, and the parade of companies reporting better-than-expected numbers marches on. Along with what has been a stellar earnings season thus far, we’ve also seen a deluge of dividend divas increasing their payouts to shareholders.
This week was no exception, as a score of companies moved to make their respective owners happier. 20 companies made it onto our Companies Increasing Dividends list this week:

5 Boring Stocks, 5 Sexy Yields
Energy services holding company 20 Best Companies Stocks to Invest in 2012 -AGL Resources (NYSE:GAS) opened the valve on its quarterly payout by 2.2% to 46 cents per share. The dividend will be paid June 1 to shareholders of record as of May 18. The new dividend yield, based on the May 3 closing price of $38.55 (the day the dividend was announced), is 4.77%. The stalwart energy concern has paid dividends every quarter since 1958.
Industrial specialty gases maker Airgas (NYSE:ARG) inflated its quarterly largess to shareholders, raising its dividend 25% to 40 cents per share. The new dividend is payable June 29 to shareholders of record as of June 15. The new dividend yield, based on the May 3 closing price of $92.04, is 1.74%.
Electronic instrument maker Ametek (NYSE:AME) turned up the dial on its quarterly dividend by 50% to 6 cents per share. The new dividend is payable June 29 to shareholders of record as of June 15. The new dividend also comes with a 3-for-2 stock split. The new dividend yield, based on the May 1 closing price of $51.07, is 0.7%.
Mining giant Barrick Gold (NYSE:ABX) dug into its fiscal soil and unearthed a 33% increase in its quarterly payout to 20 cents per share. The new dividend will be paid June 15 to shareholders of record as of May 31. The new dividend yield, based on the May 2 closing price of $39.36, is 2.03%.
Energy MLP Boardwalk Pipeline Partners LP (NYSE:BWP) added to its dividend pipeline, raising its payout to unitholders nearly 1% to 53.25 cents per unit. The new distribution is payable May 17 to unitholders of record as of May 10. The new dividend yield, based on the April 30 closing price of $27.63, is 7.71%.
20 Best Companies Stocks to Invest in 2012 - Cardinal Health (NYSE:CAH) moved to improve the vitality of its quarterly payout, increasing its dividend 10.5% to 23.75 cents per share. The payout will be made on July 15 to shareholders of record as of July 1. The new dividend yield, based on the May 2 closing price of $42.42, is 2.24%. This marks the 111th consecutive quarter of dividends from Cardinal.
Natural gas firm Chesapeake Midstream Partners LP (NYSE:CHKM) turned up the heat on its quarterly distribution by 15.7% to 40.5 cents per unit. The new payout is scheduled for delivery on May 15 to unitholders of record as of May 8. The new dividend yield, based on the April 27 closing price of $27.87, is 5.81%.
Paper products manufacturer Domtar Corp (NYSE:UFS) put a new package around its dividend, increasing the payout 29% to 45 cents per share. The new dividend is payable on July 16 to shareholders of record as of June 15. The new dividend yield, based on the May 2 closing price of $88.04, is 2.04%.
Health insurance giant 20 Best Companies Stocks to Invest in 2012 -Humana Inc. (NYSE:HUM) moved to ensure shareholders that its dividend was in good shape, as the company raised its quarterly payout 4% to 26 cents per share. The new dividend is payable July 27 to shareholders of record as of June 29. The new dividend yield, based on the May 1 closing price of $84.33, is 1.23%.
Real estate and investment management firm Jones Lang LaSalle (NYSE:JLL) increased its semi-annual dividend by 33% to 20 cents per share. The new dividend is payable June 15 to shareholders of record as of May 15. The new dividend yield, based on the May 2 closing price of $85.09, is 0.47%.
Asset management giant Legg Mason (NYSE:LM) knows the value of dividends to shareholders, and this week the company moved to raise its own dividend by 37.5% to 11 cents per share. The new dividend is payable July 9 to shareholders of record as of June 12. The new dividend yield, based on the May 1 closing price of $25.32, is 1.74%.
Employment services firm ManpowerGroup (NYSE:MAN) moved to increase the salary it pays shareholders by nearly 7% to 43 cents per share. The semi-annual dividend is payable on June 15 to shareholders of record as of June 1. The new dividend yield, based on the May 3 closing price of $41.25, is 2.08%.
5 Boring Stocks, 5 Sexy Yields
Markwest Energy Partners L.P. (NYSE:MWE) raised its quarterly distribution 17.9% to 79 cents per unit. The natural gas MLP will pay the new distribution on May 15 to unitholders of record as of May 7. The new dividend yield, based on the April 30 closing price of $60.15, is 5.25%.
Regional energy operator 20 Best Companies Stocks to Invest in 2012 -Northeast Utilities (NYSE:NU) turned up the power on its quarterly payout by approximately 17% to 34.3 cents per share. The new payout will be made on June 29 to shareholders of record as of June 1. The new dividend yield, based on the May 2 closing price of $37.03, is 3.70%.
Beverage behemoth PepsiCo (NYSE:PEP) added more fizz to its quarterly dividend, pouring a 4.4% increase to 53.75 cents per share. The new dividend is payable June 29 to shareholders of record as of June 1. The new dividend yield, based on the May 2 closing price of $66.83, is 3.22%.
Cigarette manufacturer Reynolds American (NYSE:RAI) lit up a 5.4% increase in its quarterly payout to 59 cents per share. The new dividend is payable on July 2 to shareholders of record as of June 11. The new dividend yield, based on the May 3 closing price of $40.54, is 5.82%.
Commercial real estate investment trust Simon Property Group (NYSE:SPG) raised the rent it pays shareholder by 5.3% to $1.00 per share. The new payout will be delivered May 31 to shareholders of record as of May 17. The new dividend yield, based on the April 27 closing price of $155.33, is 2.58%.
Canadian oil sands firm Suncor Energy (NYSE:SU) sifted through its fiscal sand and came up with an 18.2% increase in its quarterly payout. The new dividend of 13 cents per share is payable June 25 to shareholders of record as of June 4. The new dividend yield, based on the May 1 closing price of $33.42, is 1.56%.
Rural retailer 20 Best Companies Stocks to Invest in 2012 -Tractor Supply Company (NASDAQ:TSCO) plowed a new dividend field, watering shareholders with a 67% increase in its quarterly dividend to 20 cents per share. The new payout will be harvested June 5 by shareholders of record as of May 21. The new dividend yield, based on the May 3 closing price of $98.96, is 0.81%.
Employee benefits provider20 Best Companies Stocks to Invest in 2012 - Unum Group (NYSE:UNM) moved to add a fiscal benefit to shareholders by raising its dividend 23.8% to 13 cents per share. The new dividend is expected to be paid starting in the third quarter. The new dividend yield, based on the May 1 closing price of $23.73, is 2.19%.

3 Crash-Proof Dividend Stocks to Buy in 2012

The market is having an off week and has lost ground six of the last eight days. That has some investors wondering if the rally is “too good to be true.”
There’s no doubt we could be in store for some short-term volatility. There’s the “sell in May” seasonality at play that we hear so much about. Earnings season always is a period of uncertainty, where a few bad headlines could sink a sector or send the market running for cover. There also are continued fireworks in Europe, with Spain now the crisis du jour. And let’s not forget the fact that some jobs data at home was less than impressive and has caused some to wonder if the economy is healing fast enough — or still healing at all.
I know it’s hard to do … but if you’re a buy-and-hold investor, you have to just tune this out. There are a host of excellent low-risk dividend stocks that will serve your portfolio well over the next few years, even if they do take a short-term stumble. And if you’re smart, you can use a short-term slide as a buying opportunity.
So what picks should be on your radar right now even if the market could take a spill? Here are three of my favorite crash-proof dividend stocks to consider as long-term plays.

3 Crash-Proof Dividend Stocks to Buy in 2012 General Mills

Here’s an impressive stat for you: General Mills (NYSE:GIS) has paid a dividend for 113 years, never once cutting its payouts in over a century. The current yield is an attractive 3.1%, and the payout ratio — that is, the portion of profits that are dedicated to dividends — is a very sustainable 45%. Historically, most dividend stocks’ payout ratios are around 50%.
The trajectory of earnings and revenue at General Mills is understandably sleepy. After all, this is a packaged foods company and there’s only so much growth in the grocery aisles. However brands like Lucky Charms, Betty Crocker and Hamburger Helper are some of the most powerful names in the business. That means stability — and has resulted in an S&P Quality Ranking of A+, an exclusive rating reserved for only the most reliable and low-risk stocks reviewed by Standard & Poor’s.
But don’t think growth is out of the question. General Mills is building a big international presence that’s paying off. Fiscal third-quarter net sales for General Mills, reported in March, showed that international sales grew 51% year-over-year — 43% of that growth coming from a shrewd 2011 Yoplait acquisition.
In short, the dividend and balance sheet are both bulletproof. So why worry about short-term macro fears with a stock like this?
For those concerned about buying a top, it’s also worth noting that GIS stock has rolled back recently about 5% from its 52-week high in January. That might not sound like much, but the 52-week range for GIS is a very tight band of $34.64 to $41.06 — so buy the minor dip if you can, because this stock is pretty much crash-proof.
Oh, and long-term performance hasn’t exactly been sleepy, either. GIS has a five-year return of 32% vs. about 3% for the Dow Jones Industrial Average. Not bad.
Yes, rising input costs for packaged foods companies is a concern. But long-term investors should see this as an opportunity to build a position in a crash-proof dividend stock in the sector like General Mills.

3 Crash-Proof Dividend Stocks to Buy in 2012 DuPont

E.I. du Pont de Nemours and Company (NYSE:DD) — or just plain old DuPont to most of us — is only the top chemicals producer in the world. It’s not a sexy business, making polymers and adhesive and the like, but it’s certainly a profitable one. It’s also worth noting that DuPont has taken great strides to move beyond nylon — with R&D centers all over the world working on genetic research, biofuels and electronics.
Like General Mills, Dupont offers a 3.1% yield, and its dividend payout ratio is about 45% based on fiscal 2011 earnings. DuPont also has paid dividends for over a century, dating back to 1904. Quite an income play, without a doubt.
On the earnings and sales side, the numbers are growing strongly. Take a look at these figures since the recession and financial crisis:
  • Fiscal 2009: $26.1 billion in revenue, $1.92 in earnings per share.
  • Fiscal 2010: $31.5 billion in revenue (+20%), $3.28 in EPS (+70%)
  • Fiscal 2011: $38.7 billion in revenue (+22%), $3.68 in EPS (+12%)
  • Fiscal 2012 Forecasts: $41.4 billion in revenue (+6%), $4.25 in EPS (+15%)
Some of that growth has come on acquisitions, such as the 2011 integration of Denmark food, chemical and biofuel company Danisco. That deal added more than $2 billion in revenue to DuPont. But organic growth also is very much part of the DuPont success story, with consistent improvement in the bottom line as shown above. The company is riding nine straight quarters of year-over-year revenue growth and four straight quarters of EPS growth as it prepares to report earnings Thursday, April 19.
DuPont is up 15% year-to-date in 2012, and seems to be heating up. However, shares remain almost 10% off their 2011 peak. What’s more, DuPont has a forward P/E of under 11 based on fiscal 2013 earnings — and a current P/E of just 14.
Admittedly, long-term performance isn’t much to scream about. The stock has a five-year return of 6% vs. 3% for the Dow — outperforming, but not by much. More troublesome is a 10-year return of just 12% vs. 26% for the benchmark Dow Jones Industrial Average.
However, there is reason to think that the past several years have been an important turning point for DuPont, as it has refocused through divestitures, acquisitions and product development. And if the last few years of big growth can’t be replicated in the years ahead? Well, then investors still can be content with DuPont’s industry dominance and nice dividend — making it an attractive low-risk investment with limited downside.

3 Crash-Proof Dividend Stocks to Buy in 2012 Johnson & Johnson

Many investors might not see any pharma stock as “low-risk” right now, even with a plump dividend yield. However, Johnson & Johnson (NYSE:JNJ) is not your typical pharmaceutical company because of its very strong consumer health business. Band-Aid bandages, Tylenol medications, Neutrogena skin care and Acuvue contact lens products are just a few of the items J&J sells at the grocery store instead of behind the pharmacy counter.
On the dividend front, you’ll be hard pressed to find a company with a better track record of distributions. The company has paid dividends since 1944, but more importantly has raised its dividend annually for 49 years in a row! In the past 10 years, the company has boosted distributions by a 12.4% annual rate. Think about that — as companies from Citigroup (NYSE:C) to General Electric (NYSE:GE) to Ford (NYSE:F) have shadows of their pre-recession dividends, Johnson & Johnson has been upping the ante at more than 12% per year on average.
And don’t think those increases have been from a measly sum to a slightly bigger sum. The annual payout is $2.28 a year with a headline yield of 3.5%. It has a slightly higher dividend payout ratio than these other two picks, of around 64%, but it also is one of the only four blue-chip stocks to get a AAA debt rating from Standard & Poor’s.
But enough about the dividend: Let’s talk about the prospect for growth and stability. The trouble with Johnson & Johnson lately has been serious concerns about product quality — including more than 50 drug and device recalls since 2010 thanks in part to problems at manufacturing facilities. This has been a major distraction and a hit to the company’s reputation.
However, even amid those costly recalls and the tarnish on the J&J brand, the company has managed to post four consecutive quarters of year-over-year revenue growth. And while profits took a hit in fiscal 2011, the company is projecting earnings growth of more than 45% in fiscal 2012!
More interesting to me is the 2011 buyout of Swiss-American medical device maker Synthes for a massive $21.3 billion. Before the deal was announced, JNJ stock was hanging out at around $59 a share. After the deal was announced, the stock spiked 10% in a matter of days.
But continued recall woes have been a distraction, and Wall Street has been focused on changes in the corner office as longtime leader William Weldon will hand the reins over to a former Army Ranger. JNJ is now about 7% off its 52-high attained last summer, and is in the red year-to-date in 2012.
Calling JNJ a turnaround play is a bit of an overstatement, since this company never was at risk of going anywhere. But it’s safe to say that now is a good buying opportunity as the company looks to refocus and win back Wall Street.
And if it doesn’t? Well, the bad news is baked in and the Synthes acquisition is going to naturally inflate numbers in the next few quarters. Look for proof of that when JNJ reports on Tuesday, April 17.

Top 4 Dividend Stocks to Play High Oil Prices in 2012

What’s an investor’s biggest long-term enemy?Top 4 Dividend Stocks tobuy in 2012 -
Not depression or economic collapse. Not even taxes. It’s the insidious debasement of the dollar through inflation. (You’ll need $7 to buy today what a dollar would have bought in 1965.) If you’re retired or otherwise living off your investments, one of your primary goals for the long run is to protect your purchasing power.

Certain tangible assets, such as gold and silver, can serve this purpose admirably — at least if you hold them long enough. However, precious metals and other raw materials present a difficulty: They generate no income. You have to sell them to realize spendable cash, and there’s no guarantee the market will offer you a favorable price if you need to sell in a hurry.
To sidestep these obstacles, I advise folks in or near retirement — or those who simply want to build more income (and stability) into their portfolio — to invest a portion of their wealth in companies that produce commodities. At the moment, the oil and gas sector in particular is brimming with opportunities to earn a generous cash yield up front.
Of course, the petroleum-producing business also furnishes an excellent long-term hedge against inflation. As the chart below illustrates, oil usage in the Old World (United States, Western Europe, Japan) actually has declined a bit since the late 1990s. But the New World — Asia, Latin America and so on — has taken up all the slack and more. In real (inflation-adjusted) terms, we can expect oil prices to remain high for a long time to come, triggering outsized profits for companies that mine “black gold.”
emerging-markets-oil-usage

2 Dividend Stocks to Play Oil Producers

For conservative investors — a category that includes most retirees — I suggest taking a look at giant, well-known international producers. Some are on the expensive side right now, such as Top 4 Dividend Stocks tobuy in 2012 -ExxonMobil (NYSE:XOM) and Chevron (NYSE:CVX). Thus, I rate this pair a hold rather than a buy at the current price. Ditto for BP (NYSE:BP). On the other hand, here are two oil majors you can safely buy for income and growth at, or slightly below, today’s levels:
My top pick right now in the group is Top 4 Dividend Stocks tobuy in 2012 -Royal Dutch Shell (NYSE:RDS.B), which currently yields 4.6%. In February, Shell raised its dividend for the first time since 2009 — a sign of management’s growing confidence that the company can meet its target for a 25% boost in production by 2017-18. I favor the Class B shares, based in London, because they incur no dividend withholding tax. Buy RDS.B at $73 or less.

Top 40 Dividend Stocks to Invest in 2012

Dividend stocks have long been considered an essential part of a balanced portfolio. While investors can seek out growth stocks to ramp up their returns, the stable, regular income of dividend stocks can help shoulder the load when the markets aren’t cooperating.

In its quest to recognize those stocks that deliver ample payouts, European financier Societe Generale (PINK:SCGLY) recently published its annual report of the top 40 dividend payers across the globe, based on 2011 dividends. And in addition to dropping some whopping numbers — for instance, European telecom Telefonica (NYSE:TEF) paid out 12% last year, and even after its announced cut, still yields 9% — there’s a few interesting trends.

First, a look at the list:
SocGen’s 40 Best Dividend Stocks in the World
Company Ticker Yield Company Ticker Yield
Telefonica TEF 12% Roche RHHBY 4.2%
Banco Santander STD 9.9% Siemens SI 4.0%
Westpac WBK 7.9% BP BP 3.9%
National Australia
Bank
NABZY 7.7% Merck MRK 3.8%
Vodafone VOD 7.6% Philip Morris PM 3.8%
Vale VALE 7.4% Pfizer PFE 3.7%
France Telecom FTE 7.4% General Electric GE 3.6%
ANZ Banking ANZBY 7.0% Nestle NSRGY 3.6%
Commonwealth
Bank of Australia
CBAUY 6.6% Johnson & Johnson JNJ 3.4%
AT&T T 6.5% Intel INTC 3.2%
ENI E 6.1% JPMorgan Chase JPM 3.2%
Total TOT 5.7% Procter & Gamble PG 3.2%
Verizon VZ 5.1% BHP Billiton BHP 2.9%
GlaxoSmithKline GSK 4.8% Chevron CVX 2.9%
Royal Dutch Shell
(A Shares)
RDS.A 4.8% Coca-Cola KO 2.8%
HSBC HBC 4.8% Microsoft MSFT 2.6%
Sanofi-Aventis SNY 4.7% Wal-Mart WMT 2.4%
Royal Dutch Shell
(B Shares)
RDS.B 4.6% Wells Fargo WFC 2.4%
Novartis NVS 4.4% Exxon Mobil XOM 2.1%
British American
Tobacco
BAT 4.3% IBM IBM 1.6%
Note: Companies ranked on blend of 2011 dividends and company-specific characteristics. Share prices used to determine ranking are from Jan. 23, 2012
While emerging markets might be hot regions for growth, no one can beat ol’ fuddy-duddy Europe and the United States for income investing — the regions combine for 85% of the companies on this list. “Oceania” really refers to Australia and its bevy of high-yielding banks — as well as miner BHP Billiton (NYSE:BHP) at 2.9%. And the emerging market of Brazil did manage to make it onto the list, with miner and metal company Vale (NYSE:VALE) representing South America at an enormous 7.4% yield. The breakdown is shown below:



Broken down by industry, financial, energy and pharma companies are the heaviest hitters in dividends, with a good spread in telecoms — for instance, frequent Dow dividend leaders AT&T (NYSE:T) and Verizon (NYSE:VZ) — and technology.

Best Dividends in 2012 - 17 Companies Increasing Dividends

Another week is in the books, and once again we saw another bevy of big names reporting earnings — and boosting shareholder bottom lines. This week’s diverse group of dividend divas includes a REIT, a bourbon maker, a tech titan and two iconic toy makers. Here are 17 companies increasing dividends.
Apartment REIT AvalonBay Communities (NYSE:AVB) raised the rent it pays to shareholders by 8.7% to 97 cents per share. The new dividend is payable on Apr. 16 to shareholders of record as of March 30. The new dividend yield, based on the Feb. 1 closing price of $136.92 (the day the dividend was declared), is 2.83%.
Bourbon maker Best Dividends in 2012 - 17 Companies Increasing Dividends - Beam (NYSE:BEAM) distilled a new dividend of 20.5 cents per share, a 7.9% increase from the previous payout. The new, higher-proof dividend will be poured on March 1 to shareholders of record as of Feb. 8. The new dividend yield, based on the Jan. 27 closing price of $52.77, is 1.55%.
Wireless chipmaker Broadcom (NASDAQ:BRCM) rang up shareholders’ cell phones with an 11% spike in its quarterly payout to 10 cents per share. The new dividend will be paid March 5 to shareholders of record as of Feb. 17. The new dividend yield, based on the Jan. 31 closing price of $34.35, is 1.16%.
Exchange operator CME Group (NYSE:CME) traded up for a higher payout to shareholders, increasing its dividend by 59% to $2.23 per share. The company also declared an additional, annual variable dividend, amounting to $3 per share in 2012.  Both dividends, totaling $5.23 per share, will be payable on March 26 to shareholders of record as of March 9. The new dividend yield, based on the Feb. 2 closing price of $266.01, is 3.35%.
Electric and gas utility Best Dividends in 2012 - 17 Companies Increasing Dividends - CMS Energy (NYSE:CMS) turned the power up on its dividend, increasing the payout 14% to 24 cents per share. The new dividend will be paid on Feb. 29 to shareholders of record as of Feb. 10. The new dividend yield, based on the Jan. 27 closing price of $22.09, is 4.35%.
Filtration systems maker Donaldson (NYSE:DCI) purified its payout, upping its quarterly dividend 7% to 16 cents per share. The new dividend is payable March 9 to shareholders of record as of Feb. 17. The new dividend yield, based on the Jan. 27 closing price of $71.61, is .89%. The company also authorized a two-for-one split of its common stock, which will take effect March 23 to shareholders of record as of March 2.
Engineering and construction firm Best Dividends in 2012 - 17 Companies Increasing Dividends - Fluor (NYSE:FLR) built a new payout for shareholders, raising its quarterly dividend by 28% to 16 cents per share. The new dividend is payable Apr. 3 to shareholders of record as of March 5. The new dividend yield, based on the Feb. 2 closing price of $57.97, is 1.10%. The company also tapped CEO David Seaton to takeover the role as chairman.

Toy maker Hasbro (NYSE:HAS) added some mirth to shareholders’ portfolios, increasing its dividend by 20% to 36 cents a share. Shareholders will be able to play with the new payout on May 15, if they’e owners of record as of May 1. The new dividend yield, based on the Feb. 2 closing price of $35.14, is 4.10%.
Confectioner Hershey Foods (NYSE:HSY) sweetened its payout by 10% to 38 cents per share. The tastier dividend will be paid March 15 to shareholders of record as of Feb. 24. The new dividend yield, based on the Feb. 1 closing price of $61.30, is 2.48%.

Trucking and logistics firm J.B. Hunt (NASDAQ:JBHT) carried an increasing dividend payload to shareholders, delivering a penny increase in its quarterly payout to 14 cents per share. The new dividend will be paid Feb. 24 to shareholders of record as of Feb. 14. The new dividend yield, based on the Feb. 2 closing price of $51.17, is 1.09%.

Lingerie and bath products seller Best Dividends in 2012 - 17 Companies Increasing Dividends - Limited Brands (NYSE:LTD) raised the limit on its dividend, increasing its quarterly payout 25% to 25 cents per share. The sexy new dividend is payable March 9 to shareholders of record as of Feb. 24. The new dividend yield, based on the Jan. 30 closing price of $41.00, is 2.44%.

Oil sands giant Marathon Oil (NYSE:MRO) dug up a 13% increase in its quarterly dividend to 17 cents per share. The new payout will be pumped into portfolios on March 12 to shareholders of record as of Feb. 16. The new dividend yield, based on the Jan. 27 closing price of $31.24, is 2.11%.
Barbie and Hot Wheels maker Mattel (NYSE:MAT) dressed up its dividend by 35% to 31 cents per share. The hot new payout will be wheeled out March 9 to shareholders of record as of Feb. 23. The new dividend yield, based on the Jan. 31 closing price of $31, is 4%.
Office and business machine maker Pitney Bowes (NYSE:PBI) increased the fiscal productivity of shareholders, lifting its quarterly dividend to 37.5 cents per share. The new dividend is payable March 12 to shareholders of record as of Feb. 17. The new dividend yield, based on the Feb. 1 closing price of $19.16, is 7.83%.
Discount clothing retailer Best Dividends in 2012 - 17 Companies Increasing Dividends - Ross Stores (NASDAQ:ROST) increased the price it pays to shareholders by 27% to 14 cents per share. The dressed up payout will be donned March 30 to shareholders of record as of Feb. 17. The new dividend yield, based on the Feb. 2 closing price of $51.19, is 1.09%.
Logistics and retail firm Sunoco (NYSE:SUN) gave shareholders a ray of dividend light, increasing its payout 25% to 20 cents per share. The new dividend is payable March 8 to shareholders of record as of Feb. 15. The new dividend yield, based on the Feb. 2 closing price of $38.25, is 2.09%.

Global direct-selling giant Tupperware (NYSE:TUP) sealed up a 20% gain in its quarterly dividend to 36 cents per share. The new dividend is payable Apr. 6 to shareholders of record as of March 20. The new dividend yield, based on the Feb.1 closing price of $61.38, is 2.35%.

7 Warren Buffett Stocks Dishing Up Double-Digit Gains in 2012

Well, January sure set a pleasant tone for 2012. The market recorded its best first month of the year since 1997, with the S&P 500 up 5%, the Dow up over 4% and Nasdaq up a stunning 9% from Jan. 1 to Feb. 1.
Warren Buffett didn’t seem to fare as well, though, with his iconic 7 Warren Buffett Stocks Dishing Up Double-Digit Gains in 2012 - Berkshire Hathaway (NYSE:BRK.B) underperforming with a less than 3% return in January. But investors should know by now that Buffett stocks aren’t meant to be in your portfolio for a matter of weeks but for many months. The Oracle of Omaha has famously said that even if the market was open for just one day a year, he would still buy shares.
So don’t take this as a sign that Buffett has lost his edge just yet.
Which stocks is Buffett banking on in 2012? Here are the leaders so far. Share totals are as of the November filing for Berkshire Hathaway disclosure of equity stakes:
USG (NYSE:USG), 17.1 million shares. USG stock is up over 45% year-to-date in 2012.
Bank of America (NYSE:BAC), $5 billion in preferred shares bought with warrants at $7.14 per share. Common stock of BofA is up about 40% YTD, approaching $8 a share.
Ingersoll-Rand (NYSE:IR), 636,600 shares. Ingersoll-Rand is up 22% so far this year.
Moody’s (NYSE:MCO), 28.4 million shares. The ratings agency is up 14% in 2012.
7 Warren Buffett Stocks Dishing Up Double-Digit Gains in 2012 - Intel (NASDAQ:INTC), 9.3 million shares. Intel is up 11% so far this year.
Wells Fargo (NYSE:WFC), 361 million shares. Wells is also up 11% YTD.
7 Warren Buffett Stocks Dishing Up Double-Digit Gains in 2012 - American Express (NYSE:AXP), 151.6 million shares. AmEx is up 10% so far in 2012.
It’s no surprise that financials are the leaders here. Buffett’s value investing style has caused him to plow lots of cash into the financial sector in the wake of the crisis, and other Berkshire Hathaway holdings not making this list of double-digit gainers include U.S. Bancorp (NYSE:USB), Bank of New York Mellon (NYSE:BK) and 7 Warren Buffett Stocks Dishing Up Double-Digit Gains in 2012 - M&T Bank (NYSE:MTB), all up roughly 8% so far in 2011.
It’s strange, then, that Berkshire would underperform with so many high fliers in there. But remember, the stakes are far from equally distributed. Berkshire’s portfolio has are some 200 million shares of Coca-Cola (NYSE:KO) — with a total value of $13.6 billion, give or take a few hundred million. Coke stock is in the red year to date, and that has held back Buffett & Co.
But you can be sure that if financials keep rallying and Coke turns around, Buffett will do just fine in 2012.
In the meantime, take a good look at what Buffett has been buying, and ask yourself if any of these picks are right for your own portfolio.

10 Best Stocks to invest Under Barack Obama in 2012

There’s a lot of bluster this election year about the economy and President Barack Obama’s effect on jobs and the stock market. But what you may not realize is that many comparisons aren’t exactly fair.
Yes, in November 2008 when Obama won the election, unemployment was just shy of 7%, and when he took office in January it was under 8%. But comparing our current unemployment rate of 8.3% to what things were like when the president took office isn’t so simple. After all, the financial crisis was really only beginning in late 2008, and the Great Recession didn’t peak until mid-2009.
In many ways it’s an accident of timing that Obama has presided over a rise in unemployment more than anything else. It doesn’t take a rocket scientist to understand that a previous administration’s policies were in action for those first readings and Obama’s plans hadn’t yet had time to take shape.
The same can apply, however, to the stock market. The bottom of the bear market in equities came in early March 2009. So, in many respects, President Obama “bought the bottom” of the stock market and has simply presided over the rebound. The stock market is up about 55% since January 20, 2009, and a handful of equities are up by dramatically more than that.
Of course, the five-year return for the S&P 500 as of this writing is a loss of 8%, so we haven’t even gotten back to pre-crash levels yet. Let’s not pretend Obama ignited a stock market boom.
Still, investors are addicted to crunching numbers and tracking time frames. So I’ve decided to offer up some of the biggest winners since Obama took the oath of office in January 2009.
I could have included the losers too, but there would be too many tied for losses of 100% via bankruptcy — ranking from the recent failure of Borders to victims like (10 Best Stocks to invest Under Barack Obama in 2012)-General Motors (NYSE:GM), which went to zero but then got a second life with its 2010 IPO after Chapter 11 reorganization.
Instead, here are the 10 biggest “winners” under Obama, even though the president personally deserves little credit for these success stories:
  1. Dollar Thrifty Automotive Group (NYSE:DTG), up 5,740%
  2. Jazz Pharmaceuticals (NASDAQ:JAZZ), up 3,570%
  3. (10 Best Stocks to invest Under Barack Obama in 2012)Pier 1 Imports (NYSE:PIR), up 2,750%
  4. Cardtronics (NASDAQ:CATM), up 2,090%
  5. Pharmasset (NASDAQ:VRUS), up 2,471% based on its buyout by Gilead (NASDAQ:GILD) that was completed Jan. 16 at $137 a share.
  6. Boise (NYSE:BZ), up 1,560%
  7. Dana Holding (NYSE:DAN), up 1,460%
  8. Crocs (NASDAQ:CROX), up 1,390%.
  9. (10 Best Stocks to invest Under Barack Obama in 2012)Valassis Communications (NYSE:VCI), up 1,230%
  10. Ulta Salon (NASDAQ:ULTA), up 1,160%
Keep in mind that these figures are as of the opening bell on Feb. 2, and just a little difference in share price can really alter these returns considering the long-term change.
I’m not sure whether there are any lessons to learn from this list, either. But at least I hope you find it interesting.

3 Best Stocks With Big Dividend Growth Potential to invest in 2012

Dividends always have been welcome cash returns for investors, but they have become even more important elements in picking stocks in tough economic times. But a word of advice: In scouting for dividend plays, what’s essential is focusing on dividend-growth companies — companies with a potential of consistently increasing their payouts over the next three to five years.
It isn’t enough that the dividend yield is relatively high. What matters is whether a company will have the will and resources to steadily raise them year after year.
“There is sound logic in seeking out companies that are expected to have material growth in their dividend distributions,” says Alan House, analyst at independent investment research outfit Value Line. Dividends that are increased over time suggest a company that’s growing and a management that cares about returning money to shareholders, he adds.
In searching for such companies, the analyst screened Value Line’s database for companies in the 90th percentile or higher in estimated dividend growth rates over the next three to five years. Three companies stood out in Value Line’s search, which are in the diverse businesses of making fertilizer, infant milk and oil-drilling equipment. They aren’t currently paying lofty dividend yields, such as the 9.6% from specialty finance firm Apollo Investment (NASDAQ:AINV), or the 7.4% yield from investment adviser AllianceBernstein Holding (NYSE:AB). The Value Line picks, however, are among the most likely to elevate — in a big way — their currently small dividend yields in the years ahead.
They are (3 Best Stocks With Big Dividend Growth Potential to invest in 2012)CF Industries (NYSE:CF), which makes nitrogen and phosphate fertilizer products in North America; Mead Johnson (NYSE:MJN), which provides infant formula nutritional products; and (3 Best Stocks With Big Dividend Growth Potential to invest in 2012)National-Oilwell Varco (NYSE:NOV), a major supplier of equipment and components for the oil-and-gas drilling and production companies.
CF Industries, which produced strong sales and earnings in 2011, is likely to continue performing well.
“The company’s balance sheet looks solid,” says Michael A. Camp, president of Northwest Criterion Asset Management, which recently has accumulated shares.
Now trading at $182 per share, Camp says a price of $334 is quite possible based on his projected earnings of $22 per share for 2012. The outlook for CF Industries’ long-term growth is favorable, he says, with the strong demand for its products expected to continue.
Value Line’s Alan House says global population growth and increased per-capita income in developing and emerging nations will drive up demand for agricultural crops. What’s more, low global grain supply might well drive high plantings over the next several years. Because of this promising outlook, CF Industries’ board recently quadrupled the quarterly dividend to an average annual rate of 60 cents a share, or a dividend yield of 0.87%.
“We look for the payout to continue climbing in the years ahead,” House says.
Mead Johnson is making great strides in emerging markets, where revenue gains exceeded 25% in each of the past three quarters, notes House. In particular, MJN has been making big inroads into China, which he expects might well become Mead’s largest market down the road. So he looks for the positive momentum to continue and predicts the company will double its annual payout in the next three to five years, from the current 1.4% dividend yield. The stock currently is trading at $74 a share.
National-Oilwell Varco is running strong on all cylinders, House says, benefiting from better operating conditions in recent months, helped by a large order backlog — 80% of which is for international offshore rigs. The company’s low dividend yield of 0.64% is expected to be significantly expanded by the board during the next three to five years. Now trading at $77 per share, analysts expect the stock to climb to $85 to $99 per share during the next 12 months.
Kurt Hallead, analyst at RBC Capital Markets, says National-Oilwell is “one of the best ways to play the various positive trends currently driving oilfield services.” He rates the stock as outperform with a 12-month target of $85 per share.
For investors looking for solid investment bets in good or bad markets, there’s nothing like stocks that combine sturdy growth with potentially robust dividend yields. That’s the promise and potential of CF Industries, Mead Johnson and National-Oilwell over the long haul.