Financial Sector Ideas

[gfp927z]

Allied World Assurance - >>> 6 Stocks With Growing Yield and Strong Returns



GuruFocus.com

October 10, 2016



http://finance.yahoo.com/news/6-stocks-growing-yield-strong-211748598.html



- By Tiziano Frateschi


Using the GuruFocus All-In-One Screener, I want to highlight stocks that have a 5-year growing dividend yield with strong profitability and a long-term track of solid returns and growing asset value.


Church & Dwight Co. Inc.(CHD) has a dividend yield that has grown by 31.80% over the last five years. The yield is now 1.49% with a payout ratio of 40%. The company has a 10-year asset growth rate of 8%, supported by a current return on assets (ROA) of 10.66% that, during the last 10 years, has had a median value of 9.19%.

The GuruFocus profitability and growth rank of 9/10 is confirmed by a current return on equity (ROE) of 22.76% that has been strong over the last 10 years, with an average ratio of 17.23%. ROE and ROA are outperforming the industry median and are ranked higher than 84% of competitors. Financial strength is ranked 6/10 and shows a cash to debt ratio of 0.20 that is underperforming 72% of its competitors and an equity to asset ratio of 0.47 that is below the industry median of 0.52.

Church & Dwight develops, manufactures and markets household, personal care and specialty products. The Company has eight power brands, Arm & Hammer, Trojan, Oxiclean, Spinbrush, First Response, Nair, Orajel and Xtra.

The largest investors in the company among the gurus are Ron Baron (Trades, Portfolio) with 1.42% of outstanding shares, followed by Jeremy Grantham (Trades, Portfolio) with 0.36%, Mario Gabelli (Trades, Portfolio) with 0.16%, Joel Greenblatt (Trades, Portfolio) with 0.1%, Pioneer Investments (Trades, Portfolio) with 0.1% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.

CVS Health Corp. (CVS) has a dividend yield that has grown by 31.60% over the past five years. The yield is now 1.88% with a payout ratio of 36%. The company has a 10-year's asset growth rate of 15%, supported by a current ROA of 5.40% that, during the last 10 years, has had a median value of 6.14%.

The GuruFocus profitability and growth rank of 8/10 is confirmed by a current ROE of 13.18% that over the last 10 years has an average ratio of 11.33%. ROE and ROA are outperforming the industry median and are ranked higher than 60% of their competitors. Financial strength has a rating of 6/10. Its cash to debt ratio of 0.04 is underperforming 100% of its competitors and its equity to asset ratio of 0.38 is barely above the industry median of 0.34.

CVS is an integrated pharmacy health care provider. The company has three segments: Pharmacy Services, Retail Pharmacy and Corporate.

Pioneer Investments (Trades, Portfolio), who holds 0.54% of outstanding shares, is the main investor of the company among the gurus, followed by Jim Simons (Trades, Portfolio) with 0.36%, PRIMECAP Management (Trades, Portfolio) with 0.33%, Jeremy Grantham (Trades, Portfolio) with 0.17% and Mario Gabelli (Trades, Portfolio) with 0.11%.


Allied World Assurance Co. Holdings AG (AWH) has a dividend yield that has grown by 29.40% over the past five years. The yield is now 2.38% with a payout ratio of 52%. The company has a 10-year's asset growth rate of 7%, supported by a current ROA of 1.31% that has had a median value of 4.14% over the last 10 years.

The GuruFocus profitability and growth rank of 7/10 is confirmed by a current ROE of 4.98% that over the last 10 years, had an average ratio of 14.34%. ROE and ROA are underperforming the industry median and are ranked lower than 74% of their competitors. Financial strength has a ratio of 7/10 and shows a cash to debt ratio of 0.44 that is underperforming 77% of its competitors and an equity to asset ratio of 0.26.

Allied World Assurance is a Swiss-based insurance and reinsurance holding company whose subsidiaries underwrite a diverse portfolio of property and casualty lines of business.

The main investors of the company among the gurus are Columbia Wanger (Trades, Portfolio) with 1.08% of outstanding shares, followed by Jim Simons (Trades, Portfolio) with 0.44%, Keeley Asset Management Corp (Trades, Portfolio) with 0.31% and Chuck Royce (Trades, Portfolio) with 0.21%.


Packaging Corp. of America (PKG) has a dividend yield that has grown by 29.30% over the last five years. The yield is now 2.83% with a payout ratio of 47%. The company has a 10-year asset growth rate of 13%, supported by a current ROA of 8.48% that, during the last 10 years, has had a median value of 7.87%.

The GuruFocus' profitability and growth rating of 9/10 is confirmed by a current ROE of 27.59%, which has been steady over the last 10 years with an average ratio of 22.48%. ROE and ROA are outperforming the industry median and are ranked higher than 80% of their competitors. Financial strength has a rating of 6/10, it shows a cash to debt ratio of 0.09 that is underperforming 82% of its competitors and an equity to asset ratio of 0.31 that is below the industry median of 0.51.

Packaging Corp. of America is a producer of container board and corrugated products in the United States. The company also produces multi-color boxes and displays, as well as meat boxes and wax-coated boxes for the agricultural industry.

First Eagle Investment (Trades, Portfolio) holds 1.33% of outstanding shares and is the main investor in the company among the gurus, followed by HOTCHKIS & WILEY with 0.93%, Joel Greenblatt (Trades, Portfolio) with 0.54%, Robert Olstein (Trades, Portfolio) with 0.11%, Pioneer Investments (Trades, Portfolio) with 0.09%, Ray Dalio (Trades, Portfolio) with 0.01% and Paul Tudor Jones (Trades, Portfolio) with 0.01%.


NewMarket Corp. (NEU) has a dividend yield that has grown by 28.60% over the last five years. The yield is now 1.59% with a payout ratio of 31%. The company has a 10-year asset growth rate of 7%, supported by a current ROA of 18.50% that, during the last 10 years, has had a median value of 17.95%.

The Gurufocus' profitability ratio of 9/10 is even confirmed by a current return on equity of 58.10% that is strong since the last 10 years, with an average ratio of 41.53%. ROE and ROA are outperforming the industry median, with a ratio that is ranked higher than 94% of their competitors. Financial strength has a ratio of 6/10 and it shows a cash to debt ratio of 0.30 that is under performing 30% of its competitors and an equity to asset ratio of 0.32 that is below industry median of 0.54.

NewMarket Corp. manufactures and sells petroleum additives used in lubricating oils and fuels to enhance their performance in machinery, vehicles and other equipment. The petroleum additives market has two products: lubricant additives and fuel additives.

The main investors among the gurus are Jim Simons (Trades, Portfolio) with 0.42% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 0.14% and Murray Stahl (Trades, Portfolio) with 0.01%.


Equifax Inc. (EFX) has a dividend yield that has grown by 28% over the last five years. The yield is now 0.98% with a payout ratio of 32%. The company has a 10-year asset growth rate of 9%, supported by a current ROA of 8.57% that, during the last 10 years, has had a median value of 7.88%.

The GuruFocus profitability and growth ranking of 8/10 is confirmed by a current ROE of 19.72% that over the last 10 years had an average ratio of 16.48%. ROE and ROA are outperforming the industry median and are ranked higher than 79% of their competitors. Financial strength has a rating of 5/10 and shows a cash to debt ratio of 0.03 that is underperforming 97% of its competitors and an equity to asset ratio of 0.38 that is below the industry median of 0.49.

Equifax Inc. provides information solutions and human resources business process outsourcing services for businesses and consumers.

Ken Fisher (Trades, Portfolio) holds 0.16% of outstanding shares and is the largest investor among the gurus followed by Jeremy Grantham (Trades, Portfolio) with 0.14% and Meridian Funds (Trades, Portfolio) with 0.14%

<<<