For investors, it is important to have investments in different sectors, industries and currencies. Some big companies like Procter and Gamble (PG) or General Electric (GE) are well diversified and fulfill these criteria. But these companies also have a weakness: They generate only small revenues in emerging markets. In order to eliminate this deficit, investors could buy stocks direct from these regions.
I screened the market by stocks with home base in one of the well known BRIC countries — Brazil, Russia, India and China. These huge countries will benefit most the globalization. However, 289 stocks with home base in a BRIC country are listed on America’s stock exchanges. I decided to discover those stocks with a market capitalization of more than $10 billion (large capitalized stocks) as well as stocks with a dividend yield of more than 2 percent. Eleven stocks meet these criteria; most came from China and Brazil.
Here are my three most promising stocks from the screening results:
1. Mobile Telesystems OJSC (MBT) is acting within the wireless communications industry and is home based in Russia. The company has a market capitalization of USD $17.4 billion, generates revenues in an amount of USD $11.6 billion and a net income of USD $1.3 billion. It follows P/E ratio is 13.1 and forward P/E ratio 8.7, P/S 1.5 and P/B ratio 5.0. Dividend Yield: 5.8 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 99.1 percent. The company paid dividends since 2002.
2. CNOOC Ltd. (CEO) is acting within the independent oil and gas industry and is home based in China. The company has a market capitalization of USD $98.5 billion, generates revenues in an amount of USD $28.4 billion and a net income of USD $8.5 billion. It follows P/E ratio is 11.7 and forward P/E ratio 7.9, P/S 3.5 and P/B ratio 2.9. Dividend Yield: 2.5 percent. Years of Consecutive Dividend Increasing: 1 Year. 5-Year Dividend Growth: 16.3 percent. The company paid dividends since 2001.
3. CPFL Energia S.A. (CPL) is acting within the utility industry and is home based in Brazil. The company has a market capitalization of USD $14.0 billion, generates revenues in an amount of USD $7.8 billion and a net income of USD $967.2 million. It follows P/E ratio is 14.4 and forward P/E ratio 47.6, P/S 1.8 and P/B ratio 3.1. Dividend Yield: 5.5 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 13.92 percent. The company paid dividends since 2005.
Take a closer look at the full table. The average P/E ratio of the list amounts to 12.36 while the average forward P/E ratio is 13.32. The dividend yield has an average value of 4.04 percent. P/S ratio is 4.23 and P/B ratio 2.38. The average operating margin amounts to 20.58 percent.
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I screened the market by stocks with home base in one of the well known BRIC countries — Brazil, Russia, India and China. These huge countries will benefit most the globalization. However, 289 stocks with home base in a BRIC country are listed on America’s stock exchanges. I decided to discover those stocks with a market capitalization of more than $10 billion (large capitalized stocks) as well as stocks with a dividend yield of more than 2 percent. Eleven stocks meet these criteria; most came from China and Brazil.
Here are my three most promising stocks from the screening results:
1. Mobile Telesystems OJSC (MBT) is acting within the wireless communications industry and is home based in Russia. The company has a market capitalization of USD $17.4 billion, generates revenues in an amount of USD $11.6 billion and a net income of USD $1.3 billion. It follows P/E ratio is 13.1 and forward P/E ratio 8.7, P/S 1.5 and P/B ratio 5.0. Dividend Yield: 5.8 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 99.1 percent. The company paid dividends since 2002.
2. CNOOC Ltd. (CEO) is acting within the independent oil and gas industry and is home based in China. The company has a market capitalization of USD $98.5 billion, generates revenues in an amount of USD $28.4 billion and a net income of USD $8.5 billion. It follows P/E ratio is 11.7 and forward P/E ratio 7.9, P/S 3.5 and P/B ratio 2.9. Dividend Yield: 2.5 percent. Years of Consecutive Dividend Increasing: 1 Year. 5-Year Dividend Growth: 16.3 percent. The company paid dividends since 2001.
3. CPFL Energia S.A. (CPL) is acting within the utility industry and is home based in Brazil. The company has a market capitalization of USD $14.0 billion, generates revenues in an amount of USD $7.8 billion and a net income of USD $967.2 million. It follows P/E ratio is 14.4 and forward P/E ratio 47.6, P/S 1.8 and P/B ratio 3.1. Dividend Yield: 5.5 percent. Years of Consecutive Dividend Increasing: 0 Years. 5-Year Dividend Growth: 13.92 percent. The company paid dividends since 2005.
Take a closer look at the full table. The average P/E ratio of the list amounts to 12.36 while the average forward P/E ratio is 13.32. The dividend yield has an average value of 4.04 percent. P/S ratio is 4.23 and P/B ratio 2.38. The average operating margin amounts to 20.58 percent.
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