DividendosEstratégiasEstudosGuest post

3 Top High Yield stock – By Sure Dividend

By 27 de novembro de 20203 Comments
High dividend
Olá amigos investidores!

É com grande prazer que anuncio o primeiro guest post do site com a Sure Dividend. Como você já deve saber, o blog bpmilhao.com foi iniciado em 2014 e este site em 2017. Desde a criação de ambos, todos os posts foram elaborados por mim. São centenas de posts e vídeos que representam meus estudos ao longo desses anos e agora, pela primeira vez, trouxe um convidado.

Sure Dividend

A Sure Dividend é um site que publica informações de centenas de empresas que te auxiliam a investir. Eles são considerados como um serviço de informação. Isso inclui opiniões sobre a compra, venda e manutenção de várias ações e outros títulos, no entanto, eles não fazem recomendação de forma direta e sim trazem notícias e análises em geral.

Se você ainda não conhece a Sure Dividend, basta clicar neste link para ser redirecionado ao site deles. Quem está à frente da Sure Dividend é Ben Reynolds. O site também traz diversos artigos de outros parceiros e para quem sempre me pergunta onde busco informação, a Sure Dividend é uma das fontes.

Como sigo a Sure Dividend há alguns anos, resolvi fazer contato com Reynolds e convida-lo a escrever um post para que meus leitores o conheçam. Prontamente ele aceitou o convite e aqui vai um post feito por ele sem nenhuma alteração.

O post está em seu formato original, ou seja, em inglês mas você pode utilizar o tradutor aqui do site para traduzir e ler todo o conteúdo. Não se esqueça de comentar no final o que achou do conteúdo e se você já conhecia a Sure Dividend.

Avenue corretora

3 Top High Yield Stocks

Income investors are in a difficult position due to the current investing climate. First, the stock market is near a record high, and as a result dividend yields have been pushed down. For example, the S&P 500 Index yields less than 2% on average right now. Second, historically low interest rates have suppressed yields in fixed income as well, meaning income investors have a difficult job finding suitable yields.

Fortunately, there are still many high-dividend stocks that provide investors with suitable levels of income. The following 3 dividend stocks all have yields above 5%, and sustainable dividend payouts, making them attractive stocks for income investors.

High Yield Stock #1: Enterprise Products Partners (EPD)

enterprise products partners

Enterprise Product Partners is a midstream Master Limited Partnership, or MLP, with services including storage and transportation of oil and gas. Enterprise Products Partners’ assets include approximately 50,000 miles of pipelines, 260 million barrels of storage capacity for Natural Gas Liquids (NGL), crude oil, and other refined products; and 14 billion cubic feet of natural gas storage capacity. 

The diversification and strength of EPD’s assets is on full display this year, as the company has performed resiliently to start 2020. Adjusted EBITDA increased 1.8% for the third quarter, year-over-year. Distributable cash flow increased 0.4% for the period. Growth was fueled by volume increases and new assets placed in service. 

Future growth is likely for the company, due to its large lineup of new projects. Over the course of 2020 EPD completed two NGL fractionators that began service and have already added to cash flows. Exports are another growth catalyst, as demand for liquefied petroleum gas (LPG) and liquefied natural gas (LNG) is growing at a rapid rate across the world, particularly in the emerging markets. 

Continued investment in growth capital expenditures will fuel the company’s future expansion. Next year, EPD expects to utilize $1.6 billion for growth capital expenditures. Overall, EPD has nearly $4 billion of major capital projects currently under construction.

Enterprise Products has a secure distribution. The company has increased its distribution for 21 years in a row. With an investment-grade credit rating of BBB+ from Standard & Poor’s and Baa1 from Moody’s and a distribution coverage ratio of 1.7x in the third quarter, EPD’s payout can hold up even in a severe recession. Debt is also manageable, with a trailing 12-month leverage ratio of 3.5x which is in-line with the company’s target leverage ratio. Enterprise Products Partners has a high yield of 8.8%.

High Yield Stock #2: Altria Group (MO)

Altria Group

Altria is a U.S. tobacco giant. It manufactures a variety of tobacco products including cigarettes, chewing tobacco and cigars. Its flagship Marlboro brand captures over 40% of U.S. retail market share. Altria has also broadened its product portfolio in recent years to include a wine business as well as a 10% equity stake in Anheuser-Busch InBev (BUD). 

Altria has increased its dividend for over 50 years in a row, making it a Dividend King. A big reason for its long history of dividend growth is its recession-resistant business model. Vice products such as tobacco are highly stable, even during economic downturns. And since cigarettes are addictive, Altria also possesses the ability to raise prices on a regular basis to boost revenue and earnings growth.

The company has continued to perform well in 2020. In the third quarter, revenue (net of excise taxes) of $5.7 billion increased 5% year-over-year. Smokeable volumes declined 0.2% for the quarter, much better than the 4% predicted drop. Adjusted earnings-per-share came to $1.19 per share, beating estimates by $0.03 per share. 

Altria’s biggest risk is the declining U.S. smoking rate, which has had a noticeable impact in the past few years. In response to changing consumer trends, Altria has invested heavily in non-combustible products, such as its $13 billion investment in e-cigarette leader JUUL and its $1.8 billion investment in Cronos. Altria also invested $372 million to acquire an 80% ownership stake in Swiss tobacco company, Burger Söhne Group, to commercialize its on! oral nicotine pouches. 

Finally, Altria is aggressively expanding its own e-cigarette brand IQOS. In July, IQOS received approval from the FDA to be marketed as a modified-risk tobacco product. Altria expects IQOS devices to be available for sale in select Charlotte convenience stores beginning in November. Growth from these new products should allow Altria to continue increasing its dividend for many years.

With a target dividend payout ratio of 80% of annual adjusted EPS, Altria’s dividend is secure. Shares currently yield 8.4%.

High Yield Stock #3: AT&T Inc. (T)


Finally, AT&T is a major telecommunications company with a market cap above $200 billion. It provides a wide range of services, including wireless, broadband, and television through its cable operations and its DIRECTV satellite business. 

AT&T has navigated the coronavirus pandemic with consistent profitability and cash flow. In the third quarter, AT&T generated revenue of $42.3 billion, along with operating cash flow of $12.1 billion. AT&T recorded more than 5 million total domestic wireless net adds along with over 1 million postpaid net additions. The company’s postpaid churn was an impressive 0.69% for the quarter. AT&T expects free cash flow of at least $26 billion for the full year. 

AT&T’s primary competitive advantage is its scale. The U.S. telecom industry is dominated by three major players:  AT&T, Verizon, and T-Mobile. It is very difficult for a new telecom company to build a network with the necessary scale to compete with the established industry giants. This gives AT&T a wide economic moat and a durable competitive advantage. 

AT&T’s major growth catalyst going forward is media content, driven by the $81 billion acquisition of Time Warner, which owns multiple media brands, including TNT, TBS, CNN, and HBO. Time Warner also owns a movie studio and sports rights across the NFL, NBA, MLB, and NCAA. Another promising growth catalyst is 5G rollout. On June 29th, AT&T announced it had turned on 5G service to 28 additional markets. AT&T now provides access to 5G to parts of 355 U.S. markets. 

AT&T management takes the dividend very seriously, and the company expects to maintain a 2020 dividend payout ratio in the high 50% range, which indicates a safe dividend payout. The company has also aggressively paid down debt in recent months to further secure the dividend. AT&T’s net debt-to-EBITDA ratio was ~2.66x at the end of the third quarter. AT&T has increased its dividend for over 30 consecutive years, making it a Dividend Aristocrat. The stock has a 7.2% dividend yield, and a secure dividend due to its modest payout ratio and manageable debt levels.

Considerações Finais

Se você procura investir em ações que são boas pagadoras de dividendos, não deixe de acompanhar a carteira BPM High Dividends onde mostro vários ativos que pagam dividendos acima de 4%.

Se quiser se aprofundar mais ainda, sugiro acompanhar o Sure Dividend onde você terá atualizações constantes sobre os melhores ativos pagadores de dividendos além de várias planilhas para download.

E ai, já conhecia a Sure Dividend? O que achou do serviço deles?

Bons investimentos!


Alex Mendes

Author Alex

Alex Mendes é o autor no site Como Investir no Exterior e do blog bpmilhao.com. Investe no Brasil desde 2007 e no exterior desde 2016.

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8 dias atrás

[…] planilha abaixo foi tirada do site Sure Dividend. Peguei as empresas dividend aristocrats e filtrei por todas que pagam mais de 3% em dividendos. […]

9 meses atrás

recomendando uma LP para brasileiros? Sabe das implicaçoes né

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