Knowledge is Power: Oil Stocks For Income, Emerging Markets Myths, Global Exposure Edition

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Photo Courtesy of: Andrej Ciesielski in Hong Kong

For more awesome photos of Andrej visit his site.

Five Bank Stocks Yielding More Than 5% Dividends

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After the recent rout in equity markets worldwide some of the banking stocks are worth a look at current levels. Since share prices have declined, high quality banks have dividend yields of more than 5%. Unlike banks that are still bogged in credit-crisis era issues, the following banks are relatively in healthy shape and are listed here for further research:

1.Company: Nordea Bank AB (NRBAY)
Current Dividend Yield: 6.66%
Country: Sweden

2.Company:Svenska Handelsbanken AB (SVNLY)
Current Dividend Yield: 5.30%
Country: Sweden

3.Company: DBS Group Holdings Ltd (DBSDY)
Current Dividend Yield: 6.55%
Country: Singapore

4.Company: Banco Latinoamericano de Comercio Exterior SA (BLX)
Current Dividend Yield: 6.90%
Country: Panama

5.Company: Westpac Banking Corp (WBK)
Current Dividend Yield: 6.40%
Country: Australia

Note: Dividend yields noted above are as of Mar 2, 2016. Data is known to be accurate from sources used.Please use your own due diligence before making any investment decisions.

Dividends from Aussie banks are franked. So dividend withholding taxes will not be deducted for US investors. Singapore is one of the few countries in the developed world that withholds 0% for investors.

Disclosure: Long WBK

US Stocks Have Performed Better Under A Democrat President Than Republican President

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The U.S. election drama is in full swing. Generally US elections tend have lots of lights, fury and shows just like Hollywood movies and very little substance. One party’s billionaire candidate promises to “Make America Great Again” without explaining what that actually means. He also says that he will bring the jobs back from foreign countries ass if a president has any power to do that. Regardless this candidate is pull record crowds. A candidate from the other party goes to the other extreme promising to do many things which are practically impossible to happen in this country. One such thing he promises is free college education. Another candidate from the same party hopes to win the presidency claiming she is best suited to run this country not only because of having well-heeled international experience but also being simply a female. Apparently having the first female president seem to mean something to many people similar to having the first black president for some others.

Anyway how do US stocks perform under a democrat president vs a republican president?

According to an research report by Fidelity portfolio managers Aditya Khowal and Nick Peters,  US stocks have outperformed under democrats than republicans.

From the report:

Stock markets under Democrat presidents have, on average, outperformed those under Republican presidents, with average returns of 10 per cent over a Democratic president’s term since 1928, against 1.8 per cent for a Republican president.

Out of the 22 terms of office since 1928, four terms under a Republican president ended with negative returns, which compares to just one negative return under a Democratic president, Roosevelt’s second term in office.

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US Stock Returns-Under Democrat versus republican presidents

US stock returns under presidents

 

Source: Democrats versus republicans: who is best for the US stock market?, Money Observer

It is surprising to see that stocks perform under democrat presidents than republican presidents since republicans are traditionally big supporters of businesses.

The World’s Biggest Dividend Payers

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The Henderson Global Dividend Index from Henderson Global Investors is a long-term study into global dividend trends. The report reviews the dividend payments by global companies with 2009 as the base year. Unlike other research studies, this study is interesting since it is at a global level and shows the trend of dividends paid out to investors.

This year Henderson projects global dividend payouts to exceed $1.17 Trillion.

The table below the top global dividend payers from 2009 to 2015:

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Worlds Biggest Dividend Payers

Source:  The Henderson Global Dividend Index, Henderson Global Investors

Anglo-Dutch oil giant Royal Dutch Shell (RDS-A,RDS-B) topped the ranking followed by American oil major Exxon Mobil (XOM). In addition, Royal Dutch Shell is a consistent payer too with the company taking the top spot in five out of the past seven years.

Seven out of the top ten ranking were US firms as shown above. It is surprising that tech giants Apple(AAPL) and Microsoft (MSFT) appear in this list.

All the 20 companies listed above are large-cap established multi-national companies.

Disclosure: No Positions