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GuruFocus Names Four Dividend Growers

April 14, 2014 | About:
Monica Wolfe

Monica Wolfe

133 followers

During the past week, GuruFocus recognized four companies as dividend growers. In order to be qualified for this list, the company had to:

  • Have a dividend of greater than 3%.
  • Have a strong history of stable and increasing dividends.
  • Maintain Guru ownership.
  • Have a market cap of greater than $10 billion.

The following four companies come from various industries and sectors of the market, but they all fit the necessary criteria needed to qualify them as dividend growers.

A comparison of the companies’ historical dividend growth:

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Weyerhaeuser (WY)

On April 10, Weyerhauser declared a dividend of $0.220 per share, representing 3.1% dividend yield for the company. This dividend is payable on May 30 to shareholders of the record at the close of business on May 9, 2014.

The company’s historical dividend growth is as follows:

- 10-year: -3.90%

- 5-year: 50.70%

- 3-year: 80.80%

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Weyerhaeuser is a forest products company that mainly grows and harvests trees, builds homes and makes a range of forest products essential to everyday lives. The company manages more than 6 million acres of timberlands, primarily in the U.S., and manages another 13.9 million acres under long-term licenses in Canada.

Weyerhaeuser’s historical revenue and net income:

1397488095770.png

The analysis on Weyerhaeuser reports that the company’s revenue has been in decline over the past three years, its dividend yield is near a 2-year high and its Piotroski F-Score is high, indicating a very healthy situation.

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Weyerhaeuser has a market cap of $16.24. Its shares are trading at around $27.81 with a P/E ratio of 29.20, a P/S ratio of 1.90 and a P/B ratio of 2.38. The company had an annual average earnings growth of 46.50% over the past five years.

Svenska Handelsbanken (SVNLY)

On April 8, Svenska Handelsbanken declared a dividend of $0.382 per share, representing 4.18% dividend yield for the company. This dividend is payable on April 18 to shareholders of the record at the close of business on March 31, 2014.

The company’s historical dividend growth is as follows:

- 10-year: 2.60%

- 5-year: 3.50%

- 3-year: 10.40%

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Handelsbanken is a full-service bank with a nationwide branch network in Sweeden, the UK, Denmark, Finland, Norway and the Netherlands. The bank regards these six countries as its home markets, and as of the most recent quarter closing the company maintains 11,000 employees working in a total of 24 countries.

Svenska Handelsbanken’s historical revenue and net income:

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The analysis on Handelsbanken reports that the company’s price is near a record high, its dividend yield is near a 3-year high and its P/S ratio is near a 2-year high.

The Peter Lynch Chart suggests that the company is currently undervalued:

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Svenska Handelsbanken has a market cap of $31.59 billion. Its shares are currently trading at around $24.85 with a P/E ratio of 14.60, a P/S ratio of 6.00 and a P/B ratio of 1.80. The company had an annual average earnings growth of 6.90% over the past five years.

Enterprise Products Partners (EPD)

On April 8, Enterprise Products Partners declared a dividend of $0.710 per share, representing 3.23% dividend yield for the company. This dividend is payable on May 7 to shareholders of the record at the close of business on April 30, 2014.

The company’s historical dividend growth is as follows:

- 10-year: 6.40%

- 5-year: 5.60%

- 3-year: 5.70%

1397490700505.png

Enterprise Products Partners is a North American midstream energy company providing a range of services to producers and consumers of natural gas, natural gas liquids (NGLs), crude oil and certain petrochemicals. In addition, it is engaged in the development of pipeline and other midstream energy infrastructure.

Enterprise Products Partners’ historical revenue and net income:

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The analysis on Enterprise Products Partners reports that the company’s per share revenue has been in decline for the past five years and over the past three years the company has issued $3.8 billion of debt. The analysis also notes that the company’s operating margin is expanding, its price is near a 10-year high and its dividend yield is near a 10-year low.

The Peter Lynch Chart suggests that the company is currently overvalued:

1397493496575.png

Enterprise Products Partners has a market cap of $68 billion. Its shares are currently trading at around $72.68 with a P/E ratio of 25.80, a P/S ratio of 1.40 and a P/B ratio of 4.43. The company had an annual average earnings growth of 13.10% over the past ten years.

Plains All American Pipeline (PAA)

On April 7, Plains All American Pipeline declared a dividend of $0.630 per share, representing 4.31% dividend yield for the company. This dividend is payable on May 15 to shareholders of the record at the close of business on May 2, 2014.

The company’s historical dividend growth is as follows:

- 10-year: -0.90%

- 5-year: 7.40%

- 3-year: 7.80%

1397498077674.png

Plains All American Pipeline is engaged in the transportation, storage, terminalling and marketing of crude oil and refined products, as well as in the processing, transportation, fractionation, storage and marketing of natural gas liquids.

Plains All American Pipeline’s historical revenue and net income:

1397504524505.png

The analysis on Plains All American Pipeline reports that the company’s operating margin is expanding, its price is near a 10-year high and its revenue per share has slowed down over the past year. It also notes that the company has issued $1.9 billion of debt over the past year, but overall, its debt level is acceptable.

The Peter Lynch Chart suggests that the company is currently overvalued:

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Plains All American Pipeline has a market cap of $20.09 billion. Its shares are currently trading at around $55.83 with a P/E ratio of 19.90, a P/S ratio of 0.50 and a P/B ratio of 2.50. The company had an annual average earnings growth of 12.90% over the past ten years.

To view a complete list of high yielding dividend stocks found among the gurus’ portfolios, click here.

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