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In my quest to build a solid and diversified passive income cash flow, having a solid sustainable dividend portfolio is a major part of that both currently and in the future. Last week, I had a mission of looking through hundreds of US listed international companies that could be good candidates to add international diversification. I did end up coming up with 6 names which I decided to look into today. I will be using the top 20 things that I look at when judging dividend stocks.
Dividend Metrics
Ticker YZC CHL BHP SSL SNP
Name Yanzhou Coal Mining Co Ltd China Mobile Ltd BHP Billiton Ltd Sasol Ltd China Petroleum & Chemical Corp
Current Dividend Yield 6.19 3.83 3.35 6.56 3.44
5 year Dividend Growth 25.48 11.78 18.97 14.35 15.57
1 year Dividend Growth 0.32 6.76 10.89 24.51 34.26
Obviously, there are many strong names here and I also looked at the longer term history of these companies. SSL is without a doubt my top name with all of the other names coming in close. YZC’s numbers look extremely impressive but they have not been as consistent, pay an annual dividend and have less history.
Company Metrics
Ticker YZC CHL BHP SSL SNP
Name Yanzhou Coal Mining Co Ltd China Mobile Ltd BHP Billiton Ltd Sasol Ltd China Petroleum & Chemical Corp
Sales Growth (1 year) 41.9 8.81 0.68 18.96 31.28
Sales Growth (5 year) 31.99 9.92 11.55 9.12 24.12
EPS growth (5 year) 50.89 11.31 23.35 420.19 46.73
P/E ratio 5.02 11.11 11.8 9.3 9.25
P/E Next Year 10.54 11.69 12 7.87 6.02
Margins growth -1.79 N/A N/A -2.37 N/A
Payout ratio 32.51 43.14 38.9 49.3 35.52
Return on Equity 21.68 20.55 25.14 20.25 16.42
Many more strong candidates but I have to say that YZC looks incredibly solid doesn’t it? Many of the others also have important strengths!
Stock Metrics
Ticker YZC CHL BHP SSL SNP
Name Yanzhou Coal Mining Co Ltd China Mobile Ltd BHP Billiton Ltd Sasol Ltd China Petroleum & Chemical Corp
Trend Analysis -75 90 55 55 -85
Price 14.55 54.96 68.06 43.91 91.56
Trading Volume 266471.0625 895206.3125 2219923.25 235817.1406 72970.86719
It becomes difficult to judge this criteria only but obviously the top trend analysis score is China Mobile.
Industry
Ticker YZC CHL BHP SSL SNP
Name Yanzhou Coal Mining Co Ltd China Mobile Ltd BHP Billiton Ltd Sasol Ltd China Petroleum & Chemical Corp
Industry (declining, volatile, etc) Coal Cellular Telecom Diversified Minerals Chemicals-Diversified Oil Comp-Integrated
Many different industries here but it does seem like materials/energy are strong. I guess the main point here is that all of these candidates could be very strong candidates for your portfolio, it largely depends on what the best fit is. For the USDP, I already have a lot of money invested into energy stocks so that is one sector that I am staying away from. I would be very tempted to go for YZC or SSL… how about you?
Disclosure: No positions on these 6 stocks
