Watch List 2nd Quarter 2019

Hey everyone the first quarter has been a quite successful, concerning my investments activities, I was able to increase my projected dividend income by more than 230 EUR to almost 2 300 EUR. In other words I am on track to reach full year dividend income of 2 750 EUR until the end of the year. Nevertheless the market still offer quite some opportunities out there and I will mention a few stocks which are on my list for the next three months.

Uniqa Insurance

UNIQA Insurance Group AG is a diversified insurance company that operates as a direct insurer in two core markets: Austria and Central and Eastern Europe. The company operates a product portfolio that focuses primarily on life insurance, property and casualty insurance, followed by health insurance. Uniqa generates revenue through the premiums on these products. The company focuses on its position as a direct insurer as it attempts to expand the number of customers seeking coverage, while aiming to gradually restructure low-margin portfolios that it manage.

At the moment the company is priced at 8.93 EUR and pays a yearly dividend of 0.51 EUR, the expected dividend for 2019 will be 0.53 EUR. This makes it a yield of 5.93%.

Since the I own this stock I am always adding on yearly basis around 100 additional shares to my portfolio and I will do so this year as well before the ex-dividend date which is at the 29th of May.

Bayer

Bayer is a German healthcare and agriculture conglomerate. Healthcare provides over half of the company’s sales and includes pharmaceutical drugs as well as vitamins and animal health products. The company has a crop science business that includes seeds, pesticides, herbicides, and fungicides, which was expanded through the acquisition of Monsanto.

This is quite an interesting pick I know, but all the trouble they are having right know with Monsanto, I am quite sure the company will come back stronger. As I am quite sure the price will decrease further, I am will watch this stock carefully in the next months.

At the moment the company is priced at 57.60 EUR and pays a yearly dividend of 2.80 EUR. This makes it a yield of 4.86%.

Valero Energy

Valero Energy Corporation (VLO) operates as an independent petroleum refining and marketing company. The company operates through three segments: Refining, Ethanol, and Retail. The Refining segment engages in refining, wholesale marketing, product supply and distribution, and transportation operations. It produces conventional gasoline, distillates, jet fuel, asphalt, petrochemicals, lubricants, and other refined products. The Ethanol segment produces ethanol and distillers grains. The Retail segment sells transportation fuels at retail stores and unattended self-service cardlocks; convenience store merchandise and services in retail stores; and home heating oil to residential customers. The company was formerly known as Valero Refining and Marketing Company and changed its name to Valero Energy Corporation in August 1997. Valero Energy Corporation was founded in 1955 and is based in San Antonio, Texas.

This company is another pick, which continues my investments in the energy sector. What I like the most about those energy stocks is the low debt to equity ratio.

At the moment the company is priced at 84.83 USD and pays a yearly dividend of 3.60 USD. This makes it a yield of 4.24%.

Prudential Financial

Prudential Financial Inc. (PRU) is a multinational financial services company that offers insurance, investment management, and real-estate services to its retail and institutional customers. Notable products and services provided include life insurance, annuities, mutual funds, pension and retirement-related investments, administration and asset management, and securities brokerage services. The company is based out of Newark, New Jersey and was founded in 1875. Prudential Financial is largely affected by interest rates and foreign currency exchange. Prolonged periods of low interest rates could take a toll on Prudential Financial’s profitability. Prudential Financial has been paying dividends since 1996, and has been increasing them consistently since 2009. Prudential Financial pays its dividends quarterly.

This is a company, which is on my watch list since quite a while. In December I missed to pull the investment trigger but I know I will do that sooner or later.

At the moment the company is priced at 91.88 USD and pays a yearly dividend of 4.00 USD. This makes it a yield of 4.35%.

Keep on investing guys!!

What do you think about my watch list? Anything in common on your side?

Disclosure: I do not recommend any decision to the reader or any user, please consult your own research. Thank you for your understanding!

9 Comments

  1. Since I own PRU I am somewhat biased. I haven’t looked at Uniqa so I’m going to check that one out. Thanks for sharing your list and congratulations on reaching 2300€, I hope to get there one day!

    • Thanks for the comment. Yes PRU is really a good company and I am willing to add them sooner or later. No worries you will get there as well someday, just invest constantly…

  2. Interesting watchlist. Personally, I like the insurance industry a lot. While I’m not familiar with Uniqa Insurance (I will do the research), I added PRU to my watchlist last year. I also own Allianz from this sector.
    I’m quite cautious when it comes to Bayer, though. The latest court decission made things much more complicated for them. Lots of uncertainties imo. It would be interesting to hear why you are quite sure that Bayer will come back stronger. Any insider information :)?
    Cheers

    • Of course I am also cautious with Bayer, and no I do not have any insider information :P… For Bayer is just too big to fail and look back to VW where they have been 3.5 years ago…

  3. Interesting watch list Dividend Cash Flow. Four new companies for me to learn about, I love it. I was a little surprised with the Bayer pick based on their troubles. But I’m assuming this would be a buy low candidate for you. Overall though, I would be curious what their dividend payout ratio is expected to be after the impact of all of the lawsuits is recorded.

    Bert

    • Hi Bert,

      thanks for the comment. I am expecting a further decrease of the Bayer share but let’s see what the impact really. I honestly need to check if they have already accrued some of the potential costs..

  4. Thanks for the watchlist Dividend Cashflow! Some really interesting ideas. You bring some European companies which I always overlook when looking for investment opportunities 🙂
    I am going to investigate more about Uniqa Insurance, as it’s the first time when I hear about this company.
    I like your idea to watch Bayer as well. I noticed that it’s usually big news when the company is having troubles and the stock price is going down but it somehow misses the news when the company recovers. So I think it’s good to follow how it goes for them.
    Let’s see what your next purchase is going to be 🙂
    BI

    • Hi, glad I can introduce you to new companies from time to time. Uniqa is worldwide a small insurance company but in Austria it is quite big. It is a funny that the Austrian stocks are bit under the radar, like the Austrian postal service, which is also a great dividend payer…

      • Thanks! I will definitely have a look at both of them then 🙂 I think it may be good to diversify my portfolio more and I don’t have a single Austrian stock yet. I would save the currency conversion costs as well this way 🙂

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