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Today I am back with a deep look into international stocks that could and should be added to your own version of the Ultimate Sustainable Dividend Portfolio. I started off by looking at some of the top listed ADR’s in terms of dividends while staying away from pink sheet stocks! I also removed stocks that did not have a price of $5, etc.
That helped me reach a number of stocks that certainly have solid potential for greatness. Looking at yield is clearly not enough but it does provide a good starting point. Why am I so motivated in acquiring international dividend stock picks? Because it provides added diversification and a stronger portfolio which is critical in these very difficult economic times. It will end up making a significant difference in the success of my passive income objectives.
You can take a look at the top 50 from my list here:
Ticker Name Industry Price Dividend Yield Payout Ratio Country
YPF YPF SA Oil Comp-Integrated 12.43 26.99 53.1 Argentina
PTNR Partner Communications Co Ltd Cellular Telecom 5.16 15.09 79.01 Israel
SFUN SouFun Holdings Ltd Internet Content-Info/Ne 14.48 13.54 0 China
PT Portugal Telecom SGPS SA Telephone-Integrated 5.21 13.03 400.5 Portugal
IRS IRSA Inversiones y Representaciones SA Real Estate Oper/Develop 6.86 11.03 N/A Argentina
FTE France Telecom SA Telephone-Integrated 13 8.89 95.21 France
PVD Administradora de Fondos de Pensiones Provida SA Investment Companies 92.85 8.74 N/A Chile
TEO Telecom Argentina SA Telephone-Integrated 10.46 8.42 33.33 Argentina
APSA Alto Palermo SA Real Estate Mgmnt/Servic 14.56 8.4 N/A Argentina
SAN Banco Santander SA Commer Banks Non-US 7.93 7.29 99.45 Spain
NGG National Grid PLC Gas-Distribution 55.86 7.22 68.81 Britain
CIG/C Cia Energetica de Minas Gerais Electric-Integrated 11.5 7.02 87.97 Brazil
BCA Corpbanca SA/Chile Commer Banks Non-US 17.61 6.99 100 Chile
VOD Vodafone Group PLC Cellular Telecom 28.4 6.98 96.98 Britain
TEF Telefonica SA Telephone-Integrated 14.75 6.86 135.16 Spain
BBDO Banco Bradesco SA Commer Banks Non-US 14.15 6.66 34.13 Brazil
ZNH China Southern Airlines Co Ltd Airlines 21.7 6.56 38.43 China
WBK Westpac Banking Corp Commer Banks Non-US 128.1 6.55 67.27 Australia
VE Veolia Environnement SA Water 12 6.25 N/A France
SID Cia Siderurgica Nacional SA Steel-Producers 6.38 6.18 32.38 Brazil
TI/A Telecom Italia SpA Telephone-Integrated 8.8 6.16 N/A Italy
AV Aviva PLC Life/Health Insurance 10.9 5.74 102.73 Britain
CPL CPFL Energia SA Electric-Integrated 22.89 5.65 81.08 Brazil
GA Giant Interactive Group Inc Internet Content-Entmnt 5.18 5.59 527.69 China
TLK Telekomunikasi Indonesia Persero Tbk PT Telecom Services 39.58 5.57 55.55 Indonesia
CHRM Charm Communications Inc Advertising Agencies 5.7 5.26 0 China
FLY Fly Leasing Ltd Transport-Equip&Leasng 13.47 5.23 1886.38 Ireland
YZC Yanzhou Coal Mining Co Ltd Coal 15.54 5.23 32.51 China
PAC Grupo Aeroportuario del Pacifico SAB de CV Airport Develop/Maint 42.17 5.21 69.12 Mexico
CIG Cia Energetica de Minas Gerais Electric-Integrated 13.56 5.04 87.97 Brazil
EC Ecopetrol SA Oil Comp-Integrated 58.66 4.98 38.58 Colombia
BBVA Banco Bilbao Vizcaya Argentaria SA Commer Banks Non-US 8.43 4.91 68.55 Spain
BT BT Group PLC Telephone-Integrated 36.91 4.79 33.79 Britain
RDS/B Royal Dutch Shell PLC Oil Comp-Integrated 74.52 4.62 33.82 Netherlands
GSH Guangshen Railway Co Ltd Transport-Rail 15.04 4.61 39.26 China
CHT Chunghwa Telecom Co Ltd Telecom Services 31.46 4.56 90 Taiwan
E Eni SpA Oil Comp-Integrated 48.06 4.53 52.8 Italy
GSK GlaxoSmithKline PLC Medical-Drugs 46.72 4.52 71.43 Britain
BP BP PLC Oil Comp-Integrated 43.09 4.46 16.9 Britain
TOT Total SA Oil Comp-Integrated 53.19 4.42 43.9 France
KT KT Corp Telephone-Integrated 15.89 4.32 37.75 South Korea
EOC Empresa Nacional de Electricidad SA/Chile Electric-Integrated 47.8 4.27 N/A Chile
BAK Braskem SA Petrochemicals 15.67 4.12 N/A Brazil
JHX James Hardie Industries SE Bldg Prod-Cement/Aggreg 45.64 4.12 27.43 Ireland
TI Telecom Italia SpA Telephone-Integrated 10.47 4.12 N/A Italy
MBT Mobile Telesystems OJSC Cellular Telecom 18.06 4.1 73.88 Russia
VIV Telefonica Brasil SA Telephone-Integrated 22.16 4.05 44.84 Brazil
RDS/A Royal Dutch Shell PLC Oil Comp-Integrated 72.15 4.05 33.82 Netherlands
DCM NTT DOCOMO Inc Cellular Telecom 16.5 3.92 50.06 Japan
CAJ Canon Inc Office Automation&Equip 36.04 3.91 57.99 Japan
If you are a member of our free mailing list, you know all about our 7-7-7 rule, where we look for stocks that have increased by an average of 7% or better on sales, earnings per share and dividends per share, signalling very high quality dividend stocks. 6 of those 50 stocks actually fill that criteria. If ever you’d like to sign up for our free newsletter take a look at:
Anyway, back to the subject, here are those 6 stocks:)
Ticker Name Price Dividend Yield EPS 5Y Growth Dvd 5Y Growth Sales 5Y Growth
YZC Yanzhou Coal Mining Co Ltd 15.54 5.23 146.06 25.48 35.49
BBL BHP Billiton PLC 64.87 3.51 23.46 18.97 11.55
CHL China Mobile Ltd 55 3.45 11.38 11.78 9.92
BHP BHP Billiton Ltd 71.18 3.2 23.46 18.97 10.86
SSL Sasol Ltd 46.39 3.1 417.72 14.35 9.12
SNP China Petroleum & Chemical Corp 92.54 3.02 92.22 15.57 24.12
FYI, not exactly sure of the difference between BBL and BHP, I’ll need to look into it!
They are the same company. I believe BBL is based in the UK which has a tax treaty with the US & Canada. If you hold this one in your retirement account there is no withholding tax.
The same rules apply if you want to hold Unilever (UL vs UN) or Royal Dtch Shell (RDS.A vs RDS.B). UL and RDS.B are also based in the UK.
FWIW: Comprehensive integration of these single equity companies can be found in and acquired by combining such ETF products as NYC-30 Components, EEB-7 Components, XGC-6 Components, VXUS-21 Components. There are others but hopefully all get the idea of how to construct a similar portfolio with just a couple of ETFS.
How come Seadrill has been left of the list…?
@Hans – I believe it is because the payout ratio is a bit over 100% right now
@Bernie, Many thanks for the clarification, very appreciated!