Dividend Stocks Part IX: Consumer Sector

Dividend Stocks Part IX: Consumer Sector

It has been a wild ride but all good things come to an end. The final report looking at dividend paying companies ends with consumer industry. Consumer companies typically sell goods to people and deal directly with customers. The largest company in the consumer segment is Proctor & Gamble. Other companies the general public are aware of include Coca Cola ,Pepsi, Nike, Ford, General Motors and Tesla. There are many dividend paying companies but a lot of stocks are richly valued in this segment so finding value and dividend yield was hard to come by. A total of three companies made the initial screening process. For the last time, here are the screening metrics used to narrow down the hundreds of companies into the top three choices.

Read More

Dividend Stocks Part VIII: Services Sector

Dividend Stocks Part VIII: Services Sector

The services sector has some big names to sift through. Wal-Mart is the largest corporation in this study with a current market cap of $247 Billion. Other large corporations that most people know include Disney, Amazon, Comcast and McDonald's. There are also some companies that are incredibly important and valuable that you don't think about until you use them. Trains and railways are incredible valuable for not just transportation of people but goods all around the world. Airlines were another investing strategy that if jumped in 1-2 years ago would have almost doubled your money. So besides the obvious 3-4 companies, there is more to this sector than initially thought. 

Read More

Dividend Stocks Part VII: Healthcare Sector

Dividend Stocks Part VII: Healthcare Sector

The sector that may get the most action in the next couple of decades may be healthcare. Baby boomers are growing older and retiring in waves. The cost of healthcare seems to be constantly increasing and people are living longer lives which could mean healthcare companies have some opportunities coming up. Out of all the sectors though, the performance of healthcare companies was the hardest to compare between the different sectors. Honestly, the healthcare sector and biotechnology companies in general are out of the realm of my expertise. This gives me a disadvantage with respect to investing in healthcare companies but the IWC Stock Portfolio will give it a shot. The screening and evaluation process is focusing only of dividend performance and business growth. At this stage of the process, the operations are not looked at until part two when we analyze the company performance on a case by case basis. 

Read More

Qihoo 360 Growth Story Still Going Strong

Qihoo 360 Growth Story Still Going Strong

Qihoo 360 Technology Ltd. (NYSE:QIHU) is a Chinese internet company that specializes in the internet security market, gaming and search. The claim to fame is internet security but have made the shift to gaming and internet search. If you have read anything I have written over the past few months or follow the IWC Stock Portfolio, you will know that two companies I'm extremely bullish on are Qihoo 360 and Baidu (NASDAQ:BIDU). The reason being the developed nations have an internet usage rate of between 75-80% of the population. China has an internet adoption percentage in the 40% range. With a huge population and low but rapidly growing internet adoption rate, this market should double and therefore large internet companies in China (i.e. Baidu, Tencent, Alibaba, etc.) stand to benefit. In the IWC Stock Portfolio, the two biggest positions are Baidu followed by Qihoo 360.

For information, check out the link below for the full article on SeekingAlpha.

Link: Qihoo 360 Growth Story Still Going Strong With Dips Representing Buying Opportunities

Read More

Dividend Stocks Part VI: Energy Sector

Dividend Stocks Part VI: Energy Sector

Fossil fuels, carbon dioxide in the atmosphere, and the environment as a whole have all been a concern to the general public. The poster child for poor environmental performance are energy companies and especially oil refinery corporations. Just recently BP was found guilty of "gross negligence" for the oil rig explosion in the Gulf of Mexico in 2010. With renewable energy still a while away from global adoption, oil will still have a place in the general public and therefore companies in these fields will have demand moving forward. 

Energy companies are typically cash driving behemoths. Exxon Mobil had been the most valued corporation before Apple took its place. Still some of the biggest companies in the world are in the energy sector and the reasons are pretty obvious. Barriers of entry are quite large and you need a lot of capital invested to succeed. Also, having some exposure to energy seems like a good idea for a well diversified portfolio. The IWC Stock Portfolio has National Oilwell Varco shares. Owning Berkshire Hathaway also exposes the portfolio to some Exxon Mobil shares.

Read More

Buy Qualcomm On The Dips And Ride The Mobile Wave

"The market is a very sensitive beast that can turn in an instant on the slightest bad news. Sometimes this creates buying opportunities for the ones who pay attention." - Anonymous

Qualcomm reported third quarter earnings with some really strong results. Due to the strength in the chipset technology segment, Qualcomm saw good increases in revenue and earnings year-over-year. These results resulted in an 11% drop in share price over the next few days. The culprit was the two words every investor dreads: lower guidance. Whenever a company forecasts lowered guidance, people rush to dump the stock without taking into account where the weakness is coming from and if it's a fundamental development or short-term event that will run its course.

So what caused this downward forecast? The lowered guidance came mainly from one source: China. Specifically the under-reporting from licensees in China.

Read More

Dividend Stocks Part V: Technology Sector

Dividend Stocks Part V: Technology Sector

 Technology companies are some of the most followed companies in the world. Apple is currently the most valued corporation in the world. Think about that for a second. A company that sells smartphones, tablets and laptops among other things is valued more than Big Oil. Not only that, if you look at companies with the largest market caps in the world, they include companies like Cisco, Microsoft, Google, etc. Before technology companies were synonymous with growth companies and didn't pay dividends. Google still doesn't pay a dividend but now they are more the except to the norm. Microsoft has been paying a dividend for years, Apple recently started paying dividends again, and the list goes on. Therefore, it was not surprise that there would be many companies to chose from when looking for a dividend paying company to invest in. 

Read More

Dividend Stocks Part IV: Financial Sector

Dividend Stocks Part IV: Financial Sector

The financial sector during the 2008 crash in the markets probably suffered the worst out of all sectors. Large banks including Bank of America, JP Morgan, and Wells Fargo all saw their market caps shrink tremendously. They have since rebounded but public sentiment towards big banks and the financial sector still weighs on the industry due to the thoughts that they instigated the recession. Whether that is true or not, this sector holds some companies that are strong dividend paying corporations and worth taking a look.

Read More