5 High-Yield Stocks in Gurus' Portfolios

Alexander's, Broadcom make the list

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Jun 21, 2019
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According to the GuruFocus All-in-One Screener, the following companies have high dividend yields but performed poorly over the last 12 months.

Alexander's Inc.'s (ALX, Financial) dividend yield is 4.67% with a payout ratio of 152%. Over the last 52 weeks, the share price didn’t significantly change. The stock is trading with a price-book ratio of 7.07 and a price-earnings ratio of 32.70.

The real estate investment trust has a market cap of $1.97 billion and a profitability and growth rating of 7 out of 10. While the return on equity of 20.40% is outperforming the sector, the return on assets of 4.07% is underperforming 62% of competitors. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.31 is outperforming 85% of competitors. The equity-asset ratio of 0.22 is below the industry median of 0.52.

The company’s largest guru shareholder is Ron Baron (Trades, Portfolio) with 3.39% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 1.71%.

Broadcom Inc.'s (AVGO, Financial) dividend yield is 3.15% with a payout ratio of 107%. Over the last 52 weeks, the share price has risen 7.13%. The stock is trading with a price-book ratio of 5.32 and a price-earnings ratio of 34.48.

With a $111.32 billion market cap, the semiconductor company has a profitability and growth rating of 9 out of 10. The return on equity of 13.20% and return on assets of 5.82% are outperforming 98% of competitors. Its financial strength is rated 5 out of 10. The cash-debt ratio of 0.14 is underperforming 73% of competitors. The equity-asset ratio is 0.31.

First Pacific Advisors (Trades, Portfolio) is the company's largest guru shareholder with 0.46% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.41% and Spiros Segalas (Trades, Portfolio) with 0.37%.

Prudential Financial Inc.'s (PRU, Financial) dividend yield is 3.80% and the payout ratio is 43%. Over the last 52 weeks, the share price has increased 4%. The stock is trading with a price-book ratio of 0.76 and a price-earnings ratio of 11.64.

The diversified insurance company has a market cap of $40.59 billion. GuruFocus rated its profitability and growth 4 out of 10. The return on equity of 7.19% and return on assets of 0.44% are outperforming 60% of competitors. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.67 is underperforming 75% of competitors. The equity-asset ratio of 0.07 is below the industry median of 0.08.

Pioneer Investments is the company's largest guru shareholder with 0.61% of outstanding shares, followed by Simons' firm with 0.08% and John Buckingham (Trades, Portfolio) with 0.02%.

Safety Insurance Group Inc.’s (SAFT, Financial) dividend yield is 3.27% with a payout ratio of 47%. Over the last 52 weeks, the share price has gained 13.43%. The stock is trading with a price-book ratio of 1.99 and a price-earnings ratio of 14.50.

The automobile insurer has a market cap of $1.51 billion. The company has a profitability and growth rating of 3 out of 10. The return on equity of 14.52% and return on assets of 5.60% are outperforming 61% of competitors. Its financial strength is rated 6 out of 10. The equity-asset ratio of 0.39 is above the industry median of 0.25.

With 2.57% of outstanding shares, Simons' firm is the company's largest guru shareholder.

Life Storage Inc.'s (LSI, Financial) dividend yield is 4.09% and the payout ratio is 90%. Over the last 52 weeks, the share price was stable. The stock is trading with a price-book ratio of 2.20 and a price-earnings ratio of 22.06.

The REIT has a market cap of $4.57 billion. GuruFocus rated its profitability and growth 8 out of 10. The return on equity of 10.21% and return on assets of 5.32% are underperforming 57% of competitors. Its financial strength is rated 5 out of 10. The equity-asset ratio of 0.52.

Simons’ firm is the company's largest guru shareholder with 1.72% of outstanding shares, followed by Ken Fisher (Trades, Portfolio) with 0.70% and Chris Davis (Trades, Portfolio) with 0.13%.

Disclosure: I do not own any stocks mentioned.

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