Analysts have combed the Stockholm Stock Exchange to put together a portfolio with this year’s 10 best dividend stocks.
Börsveckan’s first edition in 2015 is about dividends and when the focus shifts from the income statement to the balance sheet. Börsveckan have put together a dividend portfolio of ten stocks with high dividend yields, where the criterion is 4 percent or more of the expected dividend in 2014.
Börsveckan have been looking into various industries and taking small selection of individual shares to assemble its dividend portfolio . First up is the online gaming companies.
“That which is almost unique in this industry is that companies share as much of their profits, 62-74 percent, and still manage to increase their performance so strong,” writes Börsveckan .
However, one should bear in mind that the level of growth is expected to shift down from 2014, which was very strong because of the World Cup. Furthermore, the expected profit growth flatten out next year, at the 2015 levels.
Börsveckan think anyway that one of Unibet, Betsson and Mr. Green has place in a dividend portfolio. It leans towards Betsson. The company has a good valuation, no big blobs in the historic Protocol and the best potential to drive profits with new acquisitions.
The next branch is consulting companies. The shares are among the highest dividend yields can be found in the stock market but the levels vary considerably, both between years and companies. Furthermore, there is a risk that the consulting company’s revenue is very cyclical. Should I buy consulting company shares for its yield at all? Yes, according Börsveckan but you need to be more active as owner and Börsveckan looks attractive dividend stocks elsewhere.
Few industries can compete with telecom operators as regards the level of dividend yield. Operationally, the sector has strength in what seems like almost insatiable demand for bandwidth, while the sector’s weakness is the low growth.
TeliaSonera has an expected dividend yield of 6 percent and a low business risk and therefore this share sectoral favorite dividend portfolio.
There are bright times for construction companies and if you compare the three largest players against each other – NCC, Peab and Skanska – NCC is the clear winner. Peab has certainly disturbed price potential in the short term but the NCC has three factors that speaks for itself in a dividend portfolio: highest dividend yield, lower valuation than Skanska, and large exposure to Sweden.
BYGGmax looks to have broken the negative trend of negative organic growth, and is headed for a really good year in 2015. Earnings are rising faster than the course and it will a nice dividend is expected to reach SEK 2.50, giving a yield of 4.8 percent. It allows the company fit in Börsveckan dividend portfolio.
Electra continues to deliver good profits even though it operates in an industry that has gone through a trial by fire and still characterized by price pressure. Electra’s dividend yield is good, 5.7 per cent of retaining this year’s dividend that may well be raised.
“Sorry shares tend to perform poorly after dividends are separated by the same time we are seeing a slowdown in sales growth … It feels that Electra has his best years behind him a little and for that reason, we choose not to have to share in this year’s dividend portfolio, “writes Börsveckan.
The expectations of Bilia’s dividend has been increased significantly in recent months and now trails analysts a dividend of SEK 12.40 per share, giving 5.2 percent dividend yield.
“We note that the share has been a Kanonkop when we took it in September, but that risks are now considering opportunities in the current price levels . At the same time, the stock has a tendency to fall sharply after the dividend distinction of. Therefore qualify Bilia not included in this year’s edition of the dividend portfolio, “writes Börsveckan.
Clas Ohlson’s financial risk can be described as low, and operational risk as medium (due to expansion into new markets). The yield is good but not enough to justify buying advice solely based on this. Börsveckan’s advice is to wait.
The banking sector provides a good mix of high absolute returns and growth, and therefore one should have such a share in its dividend portfolio.
“The choice of bank is not entirely easy. For defensive stands Handelsbanken as the best choice. A more aggressive investors may instead look to Swedbank and SEB. We choose Swedbank dividend portfolio, “writes Börsveckan.
Furthermore, a workshop gem to the portfolio. Beijer Alma is a highly profitable and stable financially strong company that also has a really good dividend yield.
Distit who purchase IT gadgets in Asia and sells them to retailers in the Nordic region, has good prospects for 2015 and Börsveckan assesses an upside of 20 percent. The share retains its buy recommendation and get a place in dividend portfolio.
Ratos looks reasonably valued out but the dividend yield is very high. It is based, however, that the company can make more exits also in 2015 and it is not completely secure. If you weigh yield against risk shares not as interesting and the Council will wait, according Börsveckan.
Finally qualify Börsveckan favorite SJR into the dividend portfolio for the fourth year in a row.
Thus, looking Börsveckan dividend portfolio in 2015 was as follows:
Betsson, Distit, Dios, Beijer Alma, BYGGmax, NCC, TeliaSonera, Swedbank, MQ and SJR.
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