GuruFocus Names Top Four Leading Dividend Growers of the Week

Author's Avatar
Nov 17, 2014
Article's Main Image

GuruFocus Names Top Four Leading Dividend Growers of the Week

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:

03May20171256591493834219.png

VimpelCom (VIP)

On Nov. 12, VimpelCom declared a dividend of $0.035 per share, representing 7.63% dividend yield for the company. This dividend is payable on Dec. 8 to shareholders of the record at the close of business on Nov. 24, 2014.

The company’s historical dividend growth is as follows:

- 10-year: 0.00%

- 5-year: 0.00%

- 3-year: 20.30%

03May20171256591493834219.png

VimpelCom is a telecommunications operator providing voice and data services through an array of wireless, fixed and broadband internet services, as well as selling equipment and accessories.

VimpelCom’s historical revenue and net income:

03May20171257001493834220.png

The analysis on VimpelCom reports that the company issued $2.3 billion in debt over the past three years, the company’s revenue per share has been in decline over the past year and its dividend yield is near a 1-year high. The analysis also notes that the company’s price is sitting near a 5-year low.

VimpelCom has a market cap of $10.36 billion. Its shares are currently trading at around $5.90 with a P/S ratio of 0.50 and a P/B ratio of 1.32. The dividend yield on the company is at 7.63%.

Potash Corp of Saskatchewan (POT)

On Nov. 12, Potash Corp of Saskatchewan declared a dividend of $0.350 per share, representing 4.17% dividend yield for the company. This dividend is payable on Feb. 5 to shareholders of the record at the close of business on Jan. 15, 2014.

The company’s historical dividend growth is as follows:

- 10-year: 33.60%

- 5-year: 80.60%

- 3-year: 114.30%

03May20171257001493834220.png

Potash Corp of Saskatchewan is an integrated fertilizer and related industrial and feed products company. The Company owns and operates five potash mines in Saskatchewan and one in New Brunswick.

Potash’s historical revenue and net income:

03May20171257001493834220.png

The analysis on Potash reports that the company’s revenue per share has slowed down over the past year, its dividend yield is near a 10-year low and its price is near a 1-year high.

There are currently eight gurus holding on to Potash stocks. Check out their holdings here.

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

03May20171257011493834221.png

Potash Corp of Saskatchewan has a market cap of $27.89 billion. Its shares are currently trading at around $33.61 with a P/E ratio of 21.60 and a P/S ratio of 4.37. The company had an annual average earnings growth of 18.90%.

Waste Management (WM)

On Nov. 10, Waste Management declared a dividend of $0.375 per share, representing 3.04% dividend yield for the company. This dividend is payable on Dec. 19 to shareholders of the record at the close of business on Dec. 5, 2014.

The company’s historical dividend growth is as follows:

- 10-year: 8.30%

- 5-year: 6.00%

- 3-year: 5.00%

03May20171257021493834222.png

Waste Management provides comprehensive waste management environmental services. It partners with its residential, commercial, industrial and municipal customers and the communities it serves to manage and reduce waste at each stage from collection to disposal, while recovering valuable resources and creating clean, renewable energy.

Waste Management’s historical revenue and net income:

03May20171257031493834223.png

The analysis on Waste Management reports that the company’s revenue per share has slowed down over the past year, the company’s dividend yield is near a 5-year low and its P/S, P/B and P/E ratios are all near 10-year highs. The analysis also notes that the company’s Piotroski F-Score is high and it has issued $371 million of debt over the past three years.

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

03May20171257031493834223.png

Waste Management has a market cap of $22.48 billion. Its shares are currently trading at around $49.09 with a P/E ratio of 217.20 and a P/S ratio of 1.63. The company had an annual average earnings growth of 1.20% over the past ten years.

Buckeye Partners LP (BPL)

On Nov. 7, Buckeye Partners declared a dividend of $1.125 per share, representing 5.58% dividend yield for the company. This dividend is payable on Nov. 25 to shareholders of the record at the close of business on Nov. 18, 2014.

The company’s historical dividend growth is as follows:

- 10-year: 5.60%

- 5-year: 4.00%

- 3-year: 3.40%

03May20171257041493834224.png

Buckeye Partners owns and operates liquid petroleum products pipeline systems in the United States. The company also operates and maintains third-party pipelines under agreements with major oil and gas, petrochemical and chemical companies, and performs certain engineering and construction management services for third parties.

Buckeye Partners’ historical revenue and earnings growth:

03May20171257051493834225.png

The analysis on Buckeye Partners reports that the company’s revenue per share has declined over the past five years, the company has issued $1.2 billion of debt over the past three years and its price is sitting near a 10-year high.

Jim Simons (Trades, Portfolio) is the only guru that holds on to a position in Buckeye Partners.

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

03May20171257051493834225.png

Buckeye Partners has a market cap of $10.08 billion. Its shares are currently trading at around $79.34 with a P/E ratio of 71.30 and a P/S ratio of 1.31. The dividend yield is at 5.58%, and the company had an annual average earnings growth of 0.70% over the past ten years.

Check out other high dividend yielding stocks in gurus’ portfolios.

Try a free 7-day premium membership trial of GuruFocus to gain access to filters displaying the highest yielding dividend stocks.