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N
@Khlmysee
1Sem.·

High-dividend - undervalued

Hi everyone, I'm currently looking for high-dividend stocks that I think look undervalued. I would like to introduce you to my favorites and look forward to your additions. Let's get started:


$FMG (-0,96 %) - Fortescue Metals Group


Fortescue is one of the world's leading iron ore producers with a dividend yield of 10.7%. The stock currently trades at a favorable P/E of 6.53 and shows upside potential of around 12% based on an intrinsic valuation of AUD 20.45. Despite a share price decline of over 36% last year, FMG remains an attractive candidate for dividend hunters due to its high EBIT margin (46.76%) and solid balance sheet.


$PLSV - Paratus Energy Services Ltd.


Paratus Energy Services is a specialist in offshore energy infrastructure, particularly in Mexico and Brazil. With a dividend yield of an impressive 21.05% and a forward P/E ratio of just 6.07, the share appears highly undervalued. The current share price is around NOK 44.66, while the fair value is estimated at around NOK 89.49 - an upside potential of over 50%. The high margins (EBIT margin: 46%) and stable cash flows make Paratus an exciting choice.


$KCC (-2,3 %) - Klaveness Combination Carriers


KCC is a leading provider of combined cargo ships and offers an exceptional dividend yield of 18.4%. The share is currently trading at a P/E ratio of just 4.19 and is undervalued by around 35% compared to its fair value of around NOK 119. Despite a difficult year (-17.9%), the company impresses with strong net margins (33.29%) and a solid balance sheet.


$BCE (+0,02 %) - BCE Inc.


BCE is one of Canada's largest telecommunications companies with a stable dividend yield of just under 12%. After a share price decline of about 14% last year, the stock is considered undervalued (fair value: ~$85). BCE benefits from its market-leading position and continued investment in fiber optic networks, which could support long-term growth.


$NPI (-2,42 %) - Northland Power


Northland Power is a global renewable energy provider with a focus on offshore wind power. The share offers a dividend yield of 6.7% and is currently trading well below its fair value (fair value: ~$41). Analysts see upside potential of over 60%, supported by major projects such as Hai Long and Baltic Power.


$UKW (-0,35 %) - Greencoat UK Wind


Greencoat UK Wind invests in UK wind farms and offers a stable dividend yield of around 10.5%. The current share price (~126p) is well below the average target price (190p), signaling upside potential of around 50%. Thanks to its inflation-linked dividend policy and solid cash flows, UKW remains an attractive option for long-term investors.


I look forward to your additions or opinions on these stocks!

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18 Commentaires
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teschi@teschi
1Sem.
$UKW I have topped up twice in the last few days. It's a shame that the @Simpson employment agency at Ukw has been dissolved.
I'm looking forward to more dividends and of course hope that it will be increased again in February! 😀🎉
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S.A.U.@SAUgut77
1Sem.
$FMG I also have it on my watchlist

$PLSV and $KCC I have to take a look at both first 👍 unfortunately I missed the last dip at $FRO...would also be a candidate that is missing on the list 😉 $BWLPG is also still on the watch....

Canada is out for me because of the withholding tax...

$UKW well, there are just as good alternatives in the BDC sector, as they are sideways performers.

But what's definitely missing from the list in my opinion is Petrobras $PETR4 $PETR3 😉
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N@Khlmysee
1Sem.
@SAUgut77 Thank you for your contribution! How do you see $OCI? They have plenty of cash reserves from the sale of the ammonia sub-segment.
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John@Transporter
1Sem.
@SAUgut77 But then you can take a $BATS or if you like it more cyclical and risky, a tanker share like $TRMD A or $HAFNI. Oh and about Canada, with the right broker such as maxblue or DB you have no problems with tax.
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N@Khlmysee
1Sem.
@Transporter I think you mean DKB. I had an advance withholding tax reduction set up there.
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S.A.U.@SAUgut77
1Sem.
@Khlmysee even if I don't have them on my radar, the share is too hot or too risky for me 🤷‍♂️
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S.A.U.@SAUgut77
1Sem.
@Khlmysee since additional costs are calculated per country, this is only worthwhile from a certain volume...nevertheless interesting and I definitely had it in mind since an older post of yours.
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S.A.U.@SAUgut77
1Sem.
@Transporter so $BATS is already in the portfolio with an equity of approx. 27 and a good dividend and fits so far...

$PETR4 e.g. also well represented and satisfied so far.

And what keeps me away from maxblue so far are the comparatively high trading costs, I'm actually quite happy with SB+.
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John@Transporter
1Sem.
@Khlmysee No, I mean DB, not DKB. I don't know what DKB offers because I don't have a custody account there.
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John@Transporter
1Sem.
@SAUgut77 I have also bought several times from $BATS and will possibly stock up one last time this year.

Yes, the fees are always an issue. At maxblue you can buy a lot via direct trade and then you have about 9 euros in fees. At DB depending on the volume. But since I buy long-term, I honestly don't mind if I have transaction costs of 20 euros. And then you have the service with advance exemption, tax voucher Switzerland, etc. You have to pay for that with others.

What sometimes really bothers me about neobrokers is the high spread. I always see this when I want to buy US shares. It usually gets better when the US stock exchanges are open, but then you pay the spread instead of the fees. So all in all, for the buy and hold investor it probably makes no difference where you buy.
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Dividenden-Penner@Dividenden-Penner
1Sem.
@Khlmysee If you have exhausted your savings allowance, it shouldn't really matter, should it? I don't really care whether I pay the 25% in Canada or Germany.

Oh yes: nice article.👍
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N@Khlmysee
1Sem.
@Dividenden-Penner longer topic. Withholding tax is a tax that is levied at the "source". There are tables on the different rates of the countries and what proportion is creditable according to the double taxation agreement. In addition, you pay a capital gains tax and the solidarity surcharge (25% * 1.055 = 26.375%).

Longer topic, with many facets and interactions with loss pots... blah blah blah... it's best to hit up an AI...
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Patrick Schäfer@Hotte1909
1Sem.
$UKW? Ask @Simpson 😀
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N@Khlmysee
1Sem.
@Hotte1909 I don't need to ask because I suggested the value myself.
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Patrick Schäfer@Hotte1909
1Sem.
@Khlmysee yes to his experience with the share.
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Jo'@Jo_Wolf
1Sem.
The shipping market is currently highly undervalued and presents a big potential for growth associated with high dividend yields, you can read my last 2 articles about the tanker market and the dry bulk market for more insight 🚢

It's a cyclical industry, but the return in dividend can be really high
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Pezi@Pezi
6J
@Khlmysee How do you currently rate the following shares? You were/are also invested in them...

$HAUTO

$TRMD A

$WAWI
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N@Khlmysee
3J
@Pezi I currently only have TORM. My tanker "bet", so to speak.

You certainly can't go wrong with $HAUTO and $WAWI if you weight them 50/50. They currently seem to be competing for the RoRo market.
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