Total Return Ideas: 30 High Dividend Yield Stocks Undervalued By Wall St.’s Estimates

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If you are looking to boost your portfolio’s income while investing in undervalued stocks, this may be the perfect starting point for your own analysis.

To construct this list we looked for stocks with the following characteristics:

-       Market cap greater than $300M

-       Dividend yield greater than 4%

-       Trading at a significant discount to analysts’ target prices

Considering this information, which of these stocks are you most bullish about?

Analyze These Ideas (Tools Will Open In A New Window)

1. Access a thorough description of all companies mentioned

2. Compare analyst ratings for all stocks mentioned below 

3. Visualize market cap changes for the top stocks mentioned

List sorted by discount to target price.

1. Electro Rent Corp. (ELRC): Rental & Leasing Services Industry. Market cap of $346.99M. Dividend yield at 4.15%. This stock is trading at a discount of 38.75%, when comparing its current price of $14.7 vs. analysts' estimate of $24.0. It's been a rough couple of days for the stock, losing 6.52% over the last week.

-Recent Developments: since the acquisition of Telogy - a provider of electronic test equipment- last year for $24.7 million, the company hasn’t grabbed that many headlines. With that said, it did report significantly higher revenues for Q3 with a 136.0% increase in net income on an 80.0% increase in total revenues for its third fiscal quarter ended February 28, 2011, compared with the third quarter of the prior fiscal year.

2. IRSA Investments and Representations Inc. (IRS): Real Estate Development Industry. Market cap of $748.26M. Dividend yield at 4.04%. This stock is trading at a discount of 34.68%, when comparing its current price of $12.96 vs. analysts' estimate of $19.84. The stock has gained 14.42% over the last year.

-Recent Developments: IRS was very active in acquisitions over the last coupe of months. From December to January, it acquired the remainder of Liveck SA and it acquired a 49% stake in Metropolitan 85 Third Ave - whose main asset is the Lipstick Building, an office building located in the district of Manhattan, New York.

3. Banco Macro S.A. (BMA): Foreign Regional Banks Industry. Market cap of $2.19B. Dividend yield at 5.65%. This stock is trading at a discount of 34.32%, when comparing its current price of $34.92 vs. analysts' estimate of $53.17. The stock is currently stuck in a downtrend, trading -9.46% below its SMA20, -12.04% below its SMA50, and -20.36% below its SMA200. The stock has performed poorly over the last month, losing 14.27%.

-Recent Developments: Partly owned by the Argentinean government, it recently named Deputy Minister of Economy Roberto Feletti as a representative of the government’s stake.

4. Universal Corp. (UVV): Tobacco Products, Other Industry. Market cap of $994.0M. Dividend yield at 4.53%. This stock is trading at a discount of 33.68%, when comparing its current price of $43.11 vs. analysts' estimate of $65.0. The stock is a short squeeze candidate, with a short float at 11.98% (equivalent to 12.14 days of average volume). The stock has lost 12.73% over the last year.

5. Cninsure Inc. (CISG): Insurance Brokers Industry. Market cap of $709.83M. Dividend yield at 7.39%. This stock is trading at a discount of 32.93%, when comparing its current price of $13.93 vs. analysts' estimate of $20.77. The stock is a short squeeze candidate, with a short float at 15.48% (equivalent to 11.39 days of average volume). The stock has lost 46.83% over the last year.

6. VimpelCom Ltd. (VIP): Wireless Communications Industry. Market cap of $18.24B. Dividend yield at 4.29%. This stock is trading at a discount of 30.94%, when comparing its current price of $14.02 vs. analysts' estimate of $20.3. Might be undervalued at current levels, with a PEG ratio at 0.66, and P/FCF ratio at 13.66. The stock has lost 6.17% over the last year.

7. World Wrestling Entertainment Inc. (WWE): Entertainment - Diversified Industry. Market cap of $792.33M. Dividend yield at 4.49%. This stock is trading at a discount of 30.86%, when comparing its current price of $10.89 vs. analysts' estimate of $15.75. Relatively low correlation to the market (beta = 0.61), which may be appealing to risk averse investors. The stock is a short squeeze candidate, with a short float at 14.61% (equivalent to 8.54 days of average volume). It's been a rough couple of days for the stock, losing 6.39% over the last week.

8. United Online, Inc. (UNTD): Specialty Retail, Other Industry. Market cap of $550.75M. Dividend yield at 6.4%. This stock is trading at a discount of 30.19%, when comparing its current price of $6.45 vs. analysts' estimate of $9.24. Might be undervalued at current levels, with a PEG ratio at 0.72, and P/FCF ratio at 7.36. The stock is a short squeeze candidate, with a short float at 5.8% (equivalent to 6.56 days of average volume). The stock has lost 8.22% over the last year.

9. R.R. Donnelley & Sons Company (RRD): Business Services Industry. Market cap of $3.93B. Dividend yield at 5.49%. This stock is trading at a discount of 27.28%, when comparing its current price of $19.09 vs. analysts' estimate of $26.25. Offers a good dividend, and appears to have good liquidity to back it up--dividend yield at 5.49%, current ratio at 1.61, and quick ratio at 1.32. The stock has lost 0.05% over the last year.

10. Advance America, Cash Advance Centers Inc. (AEA): Credit Services Industry. Market cap of $362.08M. Dividend yield at 4.3%. This stock is trading at a discount of 26.25%, when comparing its current price of $5.9 vs. analysts' estimate of $8.0. This is a risky stock that is significantly more volatile than the overall market (beta = 3.02). Might be undervalued at current levels, with a PEG ratio at 0.67, and P/FCF ratio at 3.27. Exhibiting strong upside momentum--currently trading 11.83% above its SMA20, 13.3% above its SMA50, and 21.37% above its SMA200. The stock has had a good month, gaining 11.95%.

11. BBVA Banco Frances S.A. (BFR): Foreign Regional Banks Industry. Market cap of $1.72B. Dividend yield at 11.54%. This stock is trading at a discount of 26.17%, when comparing its current price of $9.82 vs. analysts' estimate of $13.3. It's been a rough couple of days for the stock, losing 6.6% over the last week.

12. National CineMedia, Inc. (NCMI): Marketing Services Industry. Market cap of $944.76M. Dividend yield at 4.65%. This stock is trading at a discount of 26.16%, when comparing its current price of $16.77 vs. analysts' estimate of $22.71. The stock has gained 0.23% over the last year.

13. Sinclair Broadcast Group Inc. (SBGI): Broadcasting - TV Industry. Market cap of $853.21M. Dividend yield at 4.54%. This stock is trading at a discount of 24.84%, when comparing its current price of $10.65 vs. analysts' estimate of $14.17. The stock is a short squeeze candidate, with a short float at 7.18% (equivalent to 5.5 days of average volume). After a solid performance over the last year, SBGI has pulled back during recent sessions. The stock is -4.46% below its SMA20 and -10.06% below its SMA50, but remains 20.61% above its SMA200. The stock has performed poorly over the last month, losing 13.43%.

14. Navios Maritime Holdings Inc. (NM): Shipping Industry. Market cap of $545.38M. Dividend yield at 4.47%. This stock is trading at a discount of 24.28%, when comparing its current price of $5.52 vs. analysts' estimate of $7.29. This is a risky stock that is significantly more volatile than the overall market (beta = 2.74). The stock has lost 10.2% over the last year.

15. Frontline Ltd. (FRO): Shipping Industry. Market cap of $1.63B. Dividend yield at 8.85%. This stock is trading at a discount of 23.86%, when comparing its current price of $21.06 vs. analysts' estimate of $27.66. The stock is a short squeeze candidate, with a short float at 14.62% (equivalent to 6.6 days of average volume). The stock is currently stuck in a downtrend, trading -5.48% below its SMA20, -12.64% below its SMA50, and -20.1% below its SMA200. It's been a rough couple of days for the stock, losing 5.64% over the last week.

16. Mesabi Trust (MSB): Diversified Investments Industry. Market cap of $393.47M. Dividend yield at 8.04%. This stock is trading at a discount of 23.6%, when comparing its current price of $30.56 vs. analysts' estimate of $40.0. The stock is currently stuck in a downtrend, trading -13.92% below its SMA20, -17.22% below its SMA50, and -15.15% below its SMA200. It's been a rough couple of days for the stock, losing 14.49% over the last week.

17. Southern Copper Corp. (SCCO): Copper Industry. Market cap of $29.91B. Dividend yield at 6.37%. This stock is trading at a discount of 23.45%, when comparing its current price of $35.35 vs. analysts' estimate of $46.18. The stock has performed poorly over the last month, losing 11.76%.

18. NorthStar Realty Finance Corp. (NRF): REIT - Retail Industry. Market cap of $400.91M. Dividend yield at 7.84%. This stock is trading at a discount of 22.79%, when comparing its current price of $5.15 vs. analysts' estimate of $6.67. The stock is a short squeeze candidate, with a short float at 7.29% (equivalent to 6.41 days of average volume). The stock has gained 41.67% over the last year.

19. Baldwin & Lyons Inc. (BWINB): Property & Casualty Insurance Industry. Market cap of $322.55M. Dividend yield at 4.6%. This stock is trading at a discount of 22.57%, when comparing its current price of $22.09 vs. analysts' estimate of $28.53. Relatively low correlation to the market (beta = 0.73), which may be appealing to risk averse investors. It's been a rough couple of days for the stock, losing 5.48% over the last week.

20. Och-Ziff Capital Management Group LLC (OZM): Asset Management Industry. Market cap of $5.55B. Dividend yield at 6.76%. This stock is trading at a discount of 22.39%, when comparing its current price of $15.04 vs. analysts' estimate of $19.38. It's been a rough couple of days for the stock, losing 7.78% over the last week.

21. CTC Media, Inc (CTCM): Broadcasting - TV Industry. Market cap of $3.14B. Dividend yield at 6.4%. This stock is trading at a discount of 22.23%, when comparing its current price of $20.01 vs. analysts' estimate of $25.73. This is a risky stock that is significantly more volatile than the overall market (beta = 2.28). The stock is currently stuck in a downtrend, trading -11.3% below its SMA20, -9.96% below its SMA50, and -7.86% below its SMA200. It's been a rough couple of days for the stock, losing 15.43% over the last week.

22. Old Republic International Corp. (ORI): Surety & Title Insurance Industry. Market cap of $3.22B. Dividend yield at 5.64%. This stock is trading at a discount of 21.56%, when comparing its current price of $12.55 vs. analysts' estimate of $16.0. The stock has lost 4.61% over the last year.

23. PAA Natural Gas Storage, L.P. (PNG): Gas Utilities Industry. Market cap of $1.38B. Dividend yield at 5.93%. This stock is trading at a discount of 21.27%, when comparing its current price of $23.58 vs. analysts' estimate of $29.95. It's been a rough couple of days for the stock, losing 5.29% over the last week.

24. Douglas Dynamics, Inc. (PLOW): Auto Parts Industry. Market cap of $306.27M. Dividend yield at 5.66%. This stock is trading at a discount of 21.0%, when comparing its current price of $14.22 vs. analysts' estimate of $18.0. It's been a rough couple of days for the stock, losing 8.36% over the last week.

25. YPF S.A. (YPF): Oil & Gas Refining & Marketing Industry. Market cap of $16.11B. Dividend yield at 7.77%. This stock is trading at a discount of 20.74%, when comparing its current price of $41.61 vs. analysts' estimate of $52.5. The stock has gained 5.03% over the last year.

26. Transocean Ltd. (RIG): Oil & Gas Drilling & Exploration Industry. Market cap of $21.97B. Dividend yield at 4.6%. This stock is trading at a discount of 20.65%, when comparing its current price of $69.49 vs. analysts' estimate of $87.57. Offers a good dividend, and appears to have good liquidity to back it up--dividend yield at 4.6%, current ratio at 1.61, and quick ratio at 1.48. The stock has performed poorly over the last month, losing 15.09%.

27. Tsakos Energy Navigation Ltd. (TNP): Shipping Industry. Market cap of $476.01M. Dividend yield at 5.81%. This stock is trading at a discount of 18.83%, when comparing its current price of $10.39 vs. analysts' estimate of $12.8. Relatively low correlation to the market (beta = 0.68), which may be appealing to risk averse investors. Offers a good dividend, and appears to have good liquidity to back it up--dividend yield at 5.81%, current ratio at 1.69, and quick ratio at 1.63. The stock has lost 21.15% over the last year.

28. KKR Financial Holdings LLC (KFN): Asset Management Industry. Market cap of $1.78B. Dividend yield at 6.0%. This stock is trading at a discount of 18.68%, when comparing its current price of $10.1 vs. analysts' estimate of $12.42. This is a risky stock that is significantly more volatile than the overall market (beta = 2.68). The stock has gained 31.23% over the last year.

29. Teekay Tankers Ltd. (TNK): Shipping Industry. Market cap of $392.27M. Dividend yield at 13.36%. This stock is trading at a discount of 18.61%, when comparing its current price of $9.36 vs. analysts' estimate of $11.5. The stock has performed poorly over the last month, losing 12.7%.

30. NutriSystem Inc. (NTRI): Consumer Services Industry. Market cap of $416.82M. Dividend yield at 4.71%. This stock is trading at a discount of 18.25%, when comparing its current price of $14.92 vs. analysts' estimate of $18.25. Relatively low correlation to the market (beta = 0.78), which may be appealing to risk averse investors. Offers a good dividend, and appears to have good liquidity to back it up--dividend yield at 4.71%, current ratio at 2.44, and quick ratio at 1.94. The stock is a short squeeze candidate, with a short float at 24.72% (equivalent to 9.36 days of average volume). The stock has lost 30.82% over the last year.

Relevant data sourced from Finviz on Friday, May 6th.



The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing , Investing Ideas , Stocks


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