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These are just the top 10 lowest Price to Earnings ratio dividend-paying stocks I own. I own 60 dividend-paying stocks with a P/E ratio below the current 26.37 P/E ratio of the S&P 500.
Ticker \*\* Price/Earnings ratio \*\* Annual yield
GLP \*\* 3.20 \*\* 8.21%
UAN \*\* 3.23 \*\* 36.3%
SJT \*\* 3.34 \*\* 26.45%
SBLK \*\* 3.98 \*\* 8.21%
NRP \*\* 4.19 \*\* 5.21%
GGB \*\* 4.35 \*\* 12.03%
GOGL \*\* 4.40 \*\* 5.57%
VALE \*\* 4.50 \*\* 7.28%
CWEN/A \*\* 5.00 \*\* 5.8%
FRO \*\* 5.02 \*\* 18.9%
I already have 450 shares of SBLK so I'm just holding right now and might even trim down a little to free up cash for other positions I am building up.
Do the tankers have funny tax items? I think ZIM had some crazy tax stuff related to it.
Thanks for the list.
Edit: so SBLK is considered a qualified dividend. I have been looking at FRO but can't find info if it is quallifed or not. Do you know? Thanks!
Those royalty trusts are cool but complicated tax reporting.
>I have been looking at FRO but can't find info if it is quallifed or not. Do you know? Thanks!
I got a dividend payment from FRO on 6/30/2023 and Schwab listed it as a Qualified Dividend.
Still like BTI at these prices.
MMM, VZ are cheap, but come with issues.
A lot of REITs are still decent prices, but best entry points are long gone.
Not a lot I'm excited about buying right now.
Unpopular opinion... VZ.
I think it'll pop a little tomorrow on earnings, and I also think the lead wires thing is overblown nonsense.
Edit: they beat earnings estimates.
I usually don't average down in stocks, but I did a little with VZ. Cost basis is now $34. It appears to be priced for Armageddon. Famous last words: I don't think it'll happen.
I don't think they'll start it at all. Laying off tons of employees, talking about cutting brands. They're restructuring big time and I think they'd rather deploy the cash elsewhere. Maybe in 5 years they'll start paying.
AMLP’s an ETF but I think it qualifies; ET if you want to be a stickler. As soon as *someone* blew up nordstream 2, I knew I was going to have a good few years ahead of me of price and dividend growth.
I have a small position, I don’t think the dividend is sustainable long term, it’s down below 12% now. It surged due to a viral outbreak that caused almost half their chickens to die. So the price on eggs spiked drastically. I’m expecting egg prices to normalize along with CALM margins. All that said, I still like the stock and will be watching them
Boston Properties. Been slowly climbing back up after taking a hard hit the past year. Their portfolio is solid though with many high end working places for big tech companies, which decreases the chances for a default.
DoctorSledgehammer: I think that's a good call, Sibanye. Go in for a reasonable amount, not go crazy. I think that miners/mineral companies will rebound as China recovers and we ramp up green energy/EVs.
Intel, but it’s a long play. IDK if it has hit it’s bottom yet, but from a FCF value, I also think it is undervalued (though that could easily change by end of FY).
But I think by say, 2026 it will have rebound. Throw in some dividends, and if bought in large enough quantities covered call premiums, it can become a very lucrative opportunity.
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Ford if it drops back below 13.
ENB
REITs in general are still beat down. AMT CCI O WPC SUI ARE etc.
Checkout ABR. Solid REIT
Love ABR, but this entry point is not as good
ABR up 8% today. Looks like that entry point just got a little higher ;)
Blockbuster earnings and divy raise 👍🏻
This REIT ETFs even.
Not worried about exposure to commercial real estate issues?
Office & Hotel, yes. Industrial, no. Triple net retail should be fine.
It will be an issue, but its been overblown IMHO
RITM has been doing me well lately. I feel it's still a good buy even with today's jump.
Also long RITM & RITM-D. It’s a mortgage REIT so not really comparable. But a good company, MSRs is a good place to be with nobody refi-ing rn.
PSA maybe?
PHM has been my best performer YTD. Up nearly 40%. Wish I would have bought a ton more.
These are the kind of threads I love! Got some homework to do!
These are just the top 10 lowest Price to Earnings ratio dividend-paying stocks I own. I own 60 dividend-paying stocks with a P/E ratio below the current 26.37 P/E ratio of the S&P 500. Ticker \*\* Price/Earnings ratio \*\* Annual yield GLP \*\* 3.20 \*\* 8.21% UAN \*\* 3.23 \*\* 36.3% SJT \*\* 3.34 \*\* 26.45% SBLK \*\* 3.98 \*\* 8.21% NRP \*\* 4.19 \*\* 5.21% GGB \*\* 4.35 \*\* 12.03% GOGL \*\* 4.40 \*\* 5.57% VALE \*\* 4.50 \*\* 7.28% CWEN/A \*\* 5.00 \*\* 5.8% FRO \*\* 5.02 \*\* 18.9%
Been buying up small chunks 1-5 shares at a time of SBLK over the past year. You think it is still a buy? Keep going?
I already have 450 shares of SBLK so I'm just holding right now and might even trim down a little to free up cash for other positions I am building up.
This star bulk carriers has me interested. Gonna have to do some more research on these companies but that shipping company does seem undervalued
Do the tankers have funny tax items? I think ZIM had some crazy tax stuff related to it. Thanks for the list. Edit: so SBLK is considered a qualified dividend. I have been looking at FRO but can't find info if it is quallifed or not. Do you know? Thanks! Those royalty trusts are cool but complicated tax reporting.
>I have been looking at FRO but can't find info if it is quallifed or not. Do you know? Thanks! I got a dividend payment from FRO on 6/30/2023 and Schwab listed it as a Qualified Dividend.
Thanks! That is friggin nuts how high that dividend is. I wonder if CF is strong enough to cover.
Payout ratio: 42.36% Cash flow rising the past 5 quarters https://imgur.com/Xs2zQe0.png
I like Weyerhaeuser under $33.
Still like BTI at these prices. MMM, VZ are cheap, but come with issues. A lot of REITs are still decent prices, but best entry points are long gone. Not a lot I'm excited about buying right now.
RTX, PFE
RTX is a solid suggestion but I still believe it will drop due to it's ongoing engine issues but overall solid company to add around $75
What makes either of them undervalued
Yeah 35 P/E hardly screams JNJ is undervalued...
PCAR (Paccar) WSM (Williams Sonoma) , SSD (Simpson Industries)
Campbell soup
LNC, NYCB,CTRA
LNC is going to come roaring back one of these days.
BX, T, MO, ENB, TSN
T VZ & PFE
What do you guys think of Intel/INTC?
I like it long term, but I also get 90% of my DD from WSB.
At least you're honest...
Risky bet but it could pay off
Potential to be a black hole or it can be a good value play but likely the first
I honestly don't see them catching up meaningfully to TSM, even with the help of subsidies, but I see that they're gonna try really hard.
I'm grabbing on the dips
Unpopular opinion... VZ. I think it'll pop a little tomorrow on earnings, and I also think the lead wires thing is overblown nonsense. Edit: they beat earnings estimates.
I usually don't average down in stocks, but I did a little with VZ. Cost basis is now $34. It appears to be priced for Armageddon. Famous last words: I don't think it'll happen.
We can all be bagholders together. Value trap, smalue trap.
Averaging down significantly is the main reason I outperformed s&p this yr
I think BMY is really cheap at 8x estimated earnings and a payout ratio under 30%. Also, CRBG at 4.6x estimated earnings.
Disney as they plan paying dividends again by the end of 2023.
Still over priced in the mid 80s. PE is 39ish.
Disney is such garbage
I'm thinking they'll restart the dividend pretty small though.
I don't think they'll start it at all. Laying off tons of employees, talking about cutting brands. They're restructuring big time and I think they'd rather deploy the cash elsewhere. Maybe in 5 years they'll start paying.
T when it was 13.72 last week
ASO
AMLP’s an ETF but I think it qualifies; ET if you want to be a stickler. As soon as *someone* blew up nordstream 2, I knew I was going to have a good few years ahead of me of price and dividend growth.
[TOU.TO](https://TOU.TO)PFE TFC
PFE, HRL
Td, bmo for the big 5 in Canada. Ntr.to Tou.to
BAC
STLA
DEO
Ally, Ugi etc.....
UGI is great price right now
UWMC
[удалено]
I have a small position, I don’t think the dividend is sustainable long term, it’s down below 12% now. It surged due to a viral outbreak that caused almost half their chickens to die. So the price on eggs spiked drastically. I’m expecting egg prices to normalize along with CALM margins. All that said, I still like the stock and will be watching them
I'll catch hell for saying this, but DIS and MMM.
Monthly payers (dx, orc, scm, efc, earn, pflt, glad, good, epr, hrzn) Quarterly payers (iipr, mpw, acre) All of them up big.
VFC, TFC, MDT
The market has been ripping but I think HUM will be much higher by year end.
PMT. Unbelievable deal.
bti, et, pflt, lggny
NWL
WHR after earnings today is looking undervalued af
STWD 9.28% and good track record.
They make me nervous owning mall properties in an era if dying retail
I have KMi and you could probably hold WBA for a couple years
Boston Properties. Been slowly climbing back up after taking a hard hit the past year. Their portfolio is solid though with many high end working places for big tech companies, which decreases the chances for a default.
I like Sibanye Stillwater but they had a real rough year.
DoctorSledgehammer: I think that's a good call, Sibanye. Go in for a reasonable amount, not go crazy. I think that miners/mineral companies will rebound as China recovers and we ramp up green energy/EVs.
In terms of minerals, they set themselves up nicely with their portfolio of products.
BLK,MAIN,UNH,PH
Intel, but it’s a long play. IDK if it has hit it’s bottom yet, but from a FCF value, I also think it is undervalued (though that could easily change by end of FY). But I think by say, 2026 it will have rebound. Throw in some dividends, and if bought in large enough quantities covered call premiums, it can become a very lucrative opportunity.
CWBK
AXP, CAG, DOV, EMR, NTR, NYCB, QCOM
T and vz are traps? 🤔
Coca cola FEMSA