Macroaxis Story

Macroaxis News
  
By Vlad Skutelnik

May 16, 2019

Today I will concentrate on 8 Dividend Beast isntruments to have in your portfolio in June 2019. I will cover American Express Company, Apple, Mondelez International, U S Bancorp, Walmart, The Procter Gamble Company, The Coca Cola Company, and ATT
The Top 8 Dividend Beast stocks to own in June 2019

This list of potential positions covers Solid, dividend paying stocks and ETFs. An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


American Express Company (AXP)

About 86.0% of the company shares are held by institutions such as insurance companies. The book value of The entity was presently reported as 26.55. The company has Price/Earnings To Growth (PEG) ratio of 1.57. The entity recorded earning per share (EPS) of 7.85. The entity last dividend was issued on 2019-07-03. The firm had 10000:8753 split on 2005-10-03. This firm currently falls under 'Large-Cap' category with total capitalization of 99.43B. American Express shows prevailing Real Value of $107.38 per share. The current price of the firm is $118.46. At this time the firm appears to be overvalued. Macroaxis approximates value of American Express from analyzing the firm fundamentals such as Return On Equity of 32.69% and Profit Margin of 18.18% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. American Express competes with Hexindai, ORIX, LendingClub, LexinFintech Holdings, Mastercard Incorporated, Golden Bull, Elevate Credit, Enova International, and EZCORP. American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services to consumers and businesses worldwide. American Express Company was founded in 1850 and is headquartered in New York, New York. American Express operates under Credit Services classification in USA and is traded on BATS Exchange. It employs 59000 people.

Apple (AAPL)

The company has return on total asset (ROA) of 11.54 % which means that it generated profit of $11.54 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 49.13 % meaning that it created $49.13 on every $100 dollars invested by stockholders. This firm currently falls under 'Mega-Cap' category with current market capitalization of 869.6B.
Total Debt
Apple competes with Fabrinet, LG Display, GoPro, iRobot, and Kyocera Corp. Apple Inc. designs, manufactures, and markets mobile communication and media devices, and personal computers. Apple Inc. was founded in 1977 and is headquartered in Cupertino, California. Apple operates under Consumer Electronics classification in USA and is traded on BATS Exchange. It employs 100000 people.

Mondelez International (MDLZ)

The company has return on total asset (ROA) of 3.44 % which means that it generated profit of $3.44 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 12.44 % meaning that it created $12.44 on every $100 dollars invested by stockholders. The entity currently falls under 'Large-Cap' category with current market capitalization of 75.23B. Mondelez International last-minute Real Value cannot be determined due to lack of data. The latest price of Mondelez International is $0.0. Based on Macroaxis valuation methodology, the firm cannot be evaluated at this time. Macroaxis forecasts value of Mondelez International from analyzing the firm fundamentals such as Profit Margin of 12.64%, Current Valuation of 93.6B and Return On Equity of 12.44% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together. Mondelez International competes with Paradise, Kellogg, Colgate Palmolive, Dean Foods, and Este Lauder. Mondelez International, Inc., through its subsidiaries, manufactures and markets snack food and beverage products worldwide. Mondelez International, Inc. was founded in 2000 and is based in Deerfield, Illinois. Mondelez International operates under Confectioners classification in USA and is traded on BATS Exchange. It employs 80000 people.

U S Bancorp (USB)

About 77.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.79. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. The entity has Price/Earnings To Growth (PEG) ratio of 1.46. The entity last dividend was issued on 2019-03-28. The firm had 1265:1000 split on 2001-02-27. This firm currently falls under 'Large-Cap' category with total capitalization of 82.09B.
Long Term Debt
U S competes with Regions Financial, Wells Fargo, McDonalds, Boeing, B of A, and JPMorgan Chase. Bancorp, a financial services holding company, provides various financial services in the United States. The company was founded in 1863 and is headquartered in Minneapolis, Minnesota. U S operates under Banks - Regional - US classification in USA and is traded on New York Stock Exchange. It employs 74000 people.

Walmart (WMT)

The company has Net Profit Margin of 1.3 % which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 6.37 % which entails that for every 100 dollars of revenue it generated 0.06 of operating income. The firm currently falls under 'Mega-Cap' category with total capitalization of 289.18B. Walmart maintains prevalent Real Value of $88.4252 per share. The last-minute price of the organization is $102.8. At this time the organization appears to be overvalued. Macroaxis calculates value of Walmart from examining the organization fundamentals such as Current Valuation of 344.5B, Profit Margin of 1.30% and Return On Asset of 6.52% as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together. Walmart maintains prevalent Real Value of $88.4252 per share. The last-minute price of the organization is $102.8. At this time the organization appears to be overvalued. Macroaxis calculates value of Walmart from examining the organization fundamentals such as Return On Asset of 6.52%, Profit Margin of 1.30% and Current Valuation of 344.5B as well as analyzing its technical indicators and Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.

The Procter Gamble Company (PG)

The company has Net Profit Margin (PM) of 16.44 % which may suggest that it has a good control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of 26.39 % which signify that for every $100 of sales it has a net operating income of 0.26. The firm currently falls under 'Mega-Cap' category with market capitalization of 269.52B.
Total Debt
Procter Gamble competes with Colgate Palmolive, Este Lauder, Acme United, Avon Products, Church Dwight, Clorox, e l, and Edgewell Personal. The Procter Gamble Company provides branded consumer packaged goods to consumers in North America, Europe, the Asia Pacific, Greater China, Latin America, India, the Middle East, and Africa. The Procter Gamble Company was founded in 1837 and is headquartered in Cincinnati, Ohio. Procter Gamble operates under Household Personal Products classification in USA and is traded on BATS Exchange. It employs 92000 people.

The Coca Cola Company (KO)

The company has Net Profit Margin (PM) of 20.91 % which may suggest that it has a good control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of 33.14 % which signify that for every $100 of sales it has a net operating income of 0.33. The firm currently falls under 'Mega-Cap' category with market capitalization of 209.89B. Coca Cola shows prevailing Real Value of $50.7231 per share. The current price of the firm is $49.74. At this time the firm appears to be fairly valued. Macroaxis approximates value of Coca Cola from analyzing the firm fundamentals such as Operating Margin of 33.14%, Profit Margin of 20.91% and Return On Equity of 34.02% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

ATT (T)

The company has return on total asset of 3.94 % which means that for every 100 dollars spent on asset it generated profit of $3.94. This is acceptable considering the industry classification. Similarly, it shows return on equity (ROE) of 11.43 % implying that it made 11.43 on every $100 invested by shareholders. The entity currently falls under 'Mega-Cap' category with current capitalization of 232.08B.
Total Debt
ATT competes with Verizon Communications, Telephone, Zayo Group, Liberty Broadband, SBA Communications, T Mobile, Microsoft, and Chevron. ATT Inc. provides telecommunication, media, and technology services worldwide. The company was formerly known as SBC Communications Inc. and changed its name to ATT Inc. in November 2005. ATT operates under Telecom Services classification in USA and is traded on BATS Exchange. It employs 262000 people.

Current 8 Dividend Beast Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 0.77  0.08  0.06  0.16  1.19  0.08 (0.73)  1.88 (1.46)  6.10 
 0.71 (0.04)  0.00 (0.15)  0.00 (0.0324)  0.00  1.24 (2.09)  3.87 
 1.29 (0.08)  0.00 (1.00)  0.00 (0.0404)  0.00  2.71 (3.84)  8.70 
 1.29  0.34  0.27  0.77  0.94  0.16 (1.96)  4.71 (1.29)  9.86 
 0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00  0.00 
 0.58  0.15  0.16  1.34  0.74  0.20 (0.58)  1.22 (1.12)  4.07 
 0.80  0.14  0.13  1.21  0.94  0.14 (0.84)  1.96 (1.30)  5.64 
 1.00  0.13  0.09 (1.51)  1.38  0.1 (1.01)  1.78 (2.21)  5.70 
 0.77  0.17  0.15  0.30  0.83  0.16 (0.76)  2.13 (1.46)  5.39 
 0.85 (0.10)  0.00 (2.81)  0.00 (0.07)  0.00  1.70 (2.24)  6.35 

About Contributor

Vlad Skutelnik
   Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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