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Intelligent Speculator

Top International Dividend Stocks (ADR’s) – Telecom Stocks Dominate

January 19, 2012 | About:

Since taking the resolution to focus more on international stocks, I have been able to spend more time looking through some of them. For no particular reason, two stocks that I looked into were European telecom companies, Vodafone () and Telefonica (). As I have started to look into stocks that could be added into the Ultimate sustainable dividend portfolio, today I decided to take a longer look into the top ADR’s trying to find companies that have a high dividend yield but also have decent market cap and seem to have enough numbers to warrant further research…

Shocking Results….

I’m very surprised to see that 9 of the top 16 ADR’s that came out are telecom related. How in the world is it possible? It seems like it’s not only in North America that we see such companies. In the US, FTR has been at the top of the dividend rankings for a very long time… FTR has proven to be a very bad dividend pick.

The major downside of course is that for some of these companies, it’s much more difficult to get information about how they’re doing, etc. Still, since they are traded on US stock exchanges, it does require these companies to report “standard” financial statements.

As we enter 2012, I will also be posting more often about the UDSP (Ultimate Dividend Stock Portfolio) and as you know, some stocks will need to be taken out over time. You can expect those to be replaced by more international names, which can probably be found somewhere on this list. For now though, I will leave you with this list, from which I will do further analysis next week on the mailing list. Please feel free to send out any comments about these names.

Here is the top 50 of the names that we follow, ranked by dividend yield, which as we have seen is rarely the best way to choose dividend stocks. Still, it’s a good starting point:

TickerNamePriceDividend YieldPayout RatioIndustry
BFRBBVA Banco Frances SA6.1517.47N/ACommer Banks Non-US
VEVeolia Environnement SA10.5613.9498.78Water
NZTTelecom Corp of New Zealand Ltd8.312.3211.25Telecom Services
VIPVimpelCom Ltd10.5910.5637.65Telecom Services
TEFTelefonica SA17.099.8762.85Telephone-Integrated
TI/ATelecom Italia SpA9.119.6438.11Telephone-Integrated
FTEFrance Telecom SA14.929.2197.33Telephone-Integrated
YPFYPF SA38.018.8386.95Oil Comp-Integrated
BMABanco Macro SA24.278.59N/ACommer Banks Non-US
NOKNokia OYJ5.678.580.97Wireless Equipment
IRSIRSA Inversiones y Representaciones SA10.358.3N/AReal Estate Oper/Develop
TLKTelekomunikasi Indonesia Tbk PT31.027.5855Telecom Services
PTNRPartner Communications Co Ltd9.237.3597.91Cellular Telecom
WBKWestpac Banking Corp108.57.3267.27Commer Banks Non-US
PTPortugal Telecom SGPS SA5.387.121359.91Telephone-Integrated
SIDCia Siderurgica Nacional SA9.716.5614.18Steel-Producers
STDBanco Santander SA7.286.4960.91Commer Banks Non-US
BAKBraskem SA16.416.260Petrochemicals
AVAviva PLC10.066.2448.5Life/Health Insurance
CSCredit Suisse Group AG24.086.1429.72Diversified Banking Inst
BCACorpbanca21.4146.06101Commer Banks Non-US
UMCUnited Microelectronics Corp2.415.9558.89Semicon Compo-Intg Circu
TITelecom Italia SpA10.575.8338.11Telephone-Integrated
CPLCPFL Energia SA29.165.6581.93Electric-Integrated
CIGCia Energetica de Minas Gerais19.235.6352.97Electric-Integrated
SFUNSouFun Holdings Ltd18.615.370Internet Content-Info/Ne
TEOTelecom Argentina SA21.115.24N/ATelephone-Integrated
MBTMobile Telesystems OJSC16.785.1370.51Cellular Telecom
TMXTelefonos de Mexico SAB de CV15.135.1264.92Telephone-Integrated
BBVABanco Bilbao Vizcaya Argentaria SA8.335.0840.42Commer Banks Non-US
MFGMizuho Financial Group Inc2.795.0732.36Commer Banks Non-US
TNETele Norte Leste9.744.9423.75Telephone-Integrated
SMSSims Metal Management Ltd14.274.950.23Metal Processors&Fabrica
TOTTotal SA51.674.8550.68Oil Comp-Integrated
SSLSasol Ltd50.834.8344.07Chemicals-Diversified
GSKGlaxoSmithKline PLC45.54.78202.33Medical-Drugs
CHTChunghwa Telecom Co Ltd31.544.76112.52Telecom Services
EENI SpA43.084.7457.33Oil Comp-Integrated
HNPHuaneng Power International Inc23.044.6983.96Electric-Generation
GFAGafisa SA4.994.5723.75Real Estate Oper/Develop
NGGNational Grid PLC48.414.5359.06Gas-Distribution
AWCAlumina Ltd5.284.52423.12Metal-Aluminum
HBCHSBC Holdings PLC40.124.4949.1Diversified Banking Inst
PVDAdministradora de Fondos de Pensiones Provida SA66.914.41N/AInvestment Companies
GAGiant Interactive Group Inc4.054.2233.29Internet Content-Entmnt
PHIPhilippine Long Distance Telephone Co64.884.09102.89Telephone-Integrated
ASRGrupo Aeroportuario del Sureste SAB de CV62.94.0670.58Airport Develop/Maint
SMFGSumitomo Mitsui Financial Group Inc5.834.0430.03Commer Banks Non-US
FBRFibria Celulose SA8.633.9127.13Paper&Related Products
SPILSiliconware Precision Industries Co5.23.9N/ASemicon Compo-Intg Circu

Rating: 3.0/5 (7 votes)


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