Last month we wrote about the top four companies in our model portfolio in the article 4 Dividend Dominators for 2021 - Companies With More Than 70% Upside. These were the companies in our portfolio that we felt had the most upside potential for the coming year and we saw a relatively easy path for these companies to reach our price targets. Not surprisingly, all of these companies shared one common theme: Trading at steep valuation discounts due to the COVID Pandemic.
Two of the companies in our basket come from the Energy Sector: Exxon Mobil Corporation (XOM) and Royal Dutch Shell, Class B (RDS.B). We find this sector very attractive as most energy majors are trading at steep discounts due to the weak demand for oil and gas. This demand has been crushed as a result of mobility and quarantine restrictions designed to limit the spread of COVID-19. Similarly, Simon Property Group (SPG), the largest mall operator in the United States, also is trading at a depressed valuation due to the Pandemic. Lastly, AT&T Inc. (T) rounds out our list as the company has seen its stock price decimated as investors became increasingly concerned with its massive debt load and the potential for poor performance from its recent large acquisitions.
Source: Seeking Alpha
Related Articles:
4 Dividend Dominators For 2021 - Companies With Strong Upside
Posted by D4L | Tuesday, February 16, 2021 | ArticleLinks | 0 comments »________________________________________________________________
Subscribe to:
Post Comments (Atom)
~
Popular Posts Last 30 Days
-
As a relatively new blogger, the one thing that has stood out in my mind is the number of Canadian bloggers in the areas that I am most inte...
-
GameStop (NYSE:GME) lost about 40% of its market value over the past three years, as rising digital downloads and declining mall traffic thr...
-
In a capitalistic society, opportunities to generate (mostly) passive income are all around us. Dividend growth investing is one of the most...
-
Investors buy dividend stocks for a few reasons. For one, they provide income via dividends that act as a bonus on top of capital appreciati...
-
These elite income producers have rallied this year. Their brilliance at producing passive income seems to have caught the market's eye ...
-
If you are looking for reliable dividends, these three Dividend Kings should be right up your alley. Dividends are paid at the discretion of...
-
Buying dividend stocks can be tricky. Oftentimes, stocks that pay exorbitantly high dividends have underlying financial problems, and their ...
-
While optimism in the broader market remains robust – particularly for hyped-up sectors like technology – investors may still want to consid...
-
A strong dividend investing strategy may be to focus on high-quality names that score well on several dividend-related metrics. In other wor...
-
When many investors think about tech stocks, they often think first about high-growth names that come with outsized risk -- not mature, divi...
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.