As interest rates have risen in anticipation of a Federal Reserve rate hike later this year, yield-oriented equities have suffered. But not all high-dividend stocks will respond in the same way to rising rates. To help sort the wheat from the chaff, Morgan Stanley issued a new report Monday, which lists sectors and individual stocks to buy and avoid as rates rise.
Standouts include real estate investment trusts, which offer stability and some upside because they are undervalued, and master limited partnerships, which are noted for their fast free cash flow growth. The highest ranked stocks in the report, which takes into account risk and valuation relative to triple-B rated bonds, include: Health Care REIT (HCN) It has a 5% dividend and an expected 32% return. Liberty Property Trust (LPT) It has a 5.7% dividend and an expected 28% return. Simon Property Group (SPG) It has a 3.6% dividend and an expected 24% return.
Source: Baron's
Related Articles:
- The Secret Ingredient of Dividend Growth Stocks
- Stocks Providing Positive Feedback With Increased Dividends
- Dividend Growth Stocks With A Defined-Benefit Pension
- 7 Higher-Yielding Stocks With A Low Price To Book
- Don't Forget: Buy And Hold Is Not Buy And Forget
________________________________________________________________
Subscribe to:
Post Comments (Atom)
Popular Posts Last 30 Days
-
Late last year, Wall Street had a bit of a panic attack when Fed chairman Jerome Powell suggested this tightening was on autopilot. While th...
-
If you’ve been following this column, you’d know that monthly dividend stocks tend to come from two main types of businesses: real estate an...
-
Are you sick and tired of low interest rates? Certificates of deposit pay next to nothing. Bonds yield only three or four percent a year. Su...
-
These three picks are all up more than 10% so far in 2019. The three themes are LNG, specialized healthcare, and small banks. The yields ran...
-
Showing resilience during a tough week was a group of stocks that has not been heard from much in the past two years. A group that has been ...
-
This company makes a compelling value proposition based on valuation, risk/reward, yield, and upside potential. I added this hotel REIT las...
-
This company makes a compelling value proposition on the dip for DGI investors. The REIT has strong portfolio stats and a conservative AFFO-...
-
If a company pays, say, 14%, you would only need to put up $71,429 to earn $10,000 in annual dividends. Of course, we know that double-digit...
-
Stocks with high dividend yields can be great, but if a stock has a high dividend yield and also has lots of long-term growth potential and ...
-
There are a lot of reasons to consider adding high-dividend stocks to your portfolio. They offer a steady income that can help ease the pain...
0 comments
Post a Comment
Post a Comment