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财报季美股动荡不安,高股息策略继续占优?一文读懂7只高息股

Us stocks are volatile during the earnings season, does the high dividend strategy continue to dominate? Read 7 high-yield stocks in one article

Futu News ·  Oct 27, 2022 21:33

This year's Q3 earnings season is not calm, U. S. technology giants thunderstorm one after another, so that the Nasdaq is still struggling in the bear market area.

During a bear market or recession, high-quality companies may perform at least a little better than the average stock. Since the beginning of the year, there have been three quality-focused dividend stocks ETF--$Global X S&P 500 Quality Dividend Etf (QDIV.US)$$Wisdomtree U.S. Dividend Growth (DGRW.US)$$Fqf Trust Oshares Ftse Us Quality Divid Etf (OUSA.US)$All outperformed the S & P 500. The companies in these ETF have better balance sheets, higher ROE and ROA, and higher growth rates than ordinary stocks.

But the drawback of passive ETF is that it almost always relies on past information to form a basket of stocks. Under the same basic investment strategy, forward-looking selected stocks tend to perform better than ETF.

Here are seven stocks with a dividend yield of more than 3% and are expected to continue to pay dividends:

$Agree Realty Corp (ADC.US)$This is a real estate investment trust focused on retail properties. It is the landlord of 20-30 of the most powerful national or regional retailers in the United States. Some properties in its portfolio include 24 Hour Fitness, 7-Eleven, Wawa, PetSmart and so on. The company's firm commitment to low leverage and low cost of capital has led to a significant increase in investment in the real estate investment trust in recent years, achieving high single-digit adjusted working capital (funds from operation,AFFO) growth per share. The company has a liquidity of more than $1 billion, enough to maintain the current investment rate for about three quarters, without the need to raise further funds.The current dividend yield is 4%, with a three-year average dividend growth rate of 7.6%.

$Alexandria Real Estate Equities Inc (ARE.US)$A new real estate company specializing in providing services to the life sciences industry, as the undisputed leader in life sciences and laboratory real estate, ARE has some of the highest quality and best located real estate in the largest R & D research cluster in the country. These include Boston, San Francisco, San Diego and Raleigh. In the context of an aging population, the space demand for these laboratory properties is very high, as exemplified by ARE's continued double-digit rent growth. More importantly, the REIT has huge internal development channels and is expected to achieve high growth in the next few years.The current dividend yield is 3.3%, with a three-year average dividend growth rate of 5.8%.

$Broadcom (AVGO.US)$From cloud computing and data centers to smartphones to WiFi routers and factory robots, its semiconductors will eventually become a variety of products. Given the growing popularity of semiconductors in all fields, Broadcom Ltd is expected to continue to grow and release a large amount of free cash flow (the current free cash flow yield is about 10 per cent), while continuing to invest in future product research and development. The current dividend yield is 3.45%, with a three-year average dividend growth rate of 15.7%.

$Brookfield Renewable (BEPC.US)$: a leading owner and operator of clean energy assets. The company's portfolio includes hydropower, wind, solar and storage facilities in North America, South America, Europe and Asia with a total installed capacity of approximately 21000 megawatts. The company has invested heavily in large-scale expansion of renewable energy projects, which is more than three times the size of the stable projects that have been installed. The advocacy and promotion of renewable energy in developed countries is a huge and favorable trend for BEP for decades, in which a large number of investment opportunities will be created.The current dividend yield is 4.06%, with a three-year average dividend growth rate of 5.5%.

$Crown Castle (CCI.US)$A telecom real estate investment trust is probably the biggest beneficiary of the 5G deployment in the United States. With more tenants, the cash flow of its 40, 000 towers is growing, and its 115000 small cellular nodes help increase signal capacity in densely populated areas and become more valuable for telecom providers.The current dividend yield is 4.58%, with a three-year average dividend growth rate of 9.3%.

$EastGroup Properties Inc (EGP.US)$As geographically located industrial and logistics space continues to be in short supply, EGP industrial park rents in the Sunbelt area continue to maintain double-digit growth. Although e-commerce's share of retail sales has fallen since the peak since the outbreak, it continues to grow in absolute terms. As American companies supply onshore and rebuild inventories, EGP assets should continue to be in high demand for the foreseeable future.The current dividend yield is 3%, with a three-year average dividend growth rate of 15.3%.

$Medtronic (MDT.US)$It is famous for making pacemakers, as well as blood sugar monitoring equipment, ventilators and countless surgical tools. Its medical device products cover four categories: cardiovascular, internal medicine and surgery, neuroscience and diabetes. An aging population and a standard American diet actually ensure that demand for Medtronic PLC's products will continue to rise over time.The current dividend yield is 3%, with a three-year average dividend growth rate of 8%.

Edit / lydia

With the rise of the high dividend strategy, what are the specific opportunities for Hong Kong and US stocks? > >Click to learn more about dividend funds

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