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12New week - new dividend pearl
Today we go to 🇺🇸
Please note: The current government is very inconsistent, but the current values of the share simply look good. If the environment does not deteriorate, definitely interesting.
Nexstar Media
one of the largest media groups in the USA
Dividend: 4.384% (net 3.23%)
Share price potential: ~21%
Payout ratio: 36.5%
Growth: 1Y 24% 3Y 38% 5Y 31% 10Y 30%
Previous shares
New week, new pearl
Thank you for your participation last week, all ideas are still being analyzed.
My rating explained in more detail:
Dividend (net - i.e. without allowances and without reclaiming foreign taxes should be over 3% - allowances etc. are then a nice bonus)
Share price potential (anything above 10% is a plus, up to 10% neutral, negative - deduction)
Growth over years 1, 3, 5 & 10 (anything over 10% is a plus, up to 10% neutral, negative - deduction)
Payout ratio in relation to earnings (for stocks that are not REITs - (everything below 50% gives a plus point, up to 100% neutral, over 100% of earnings - deduction)
In the end, a ranking is created, I have now looked at a good 500 stocks and it is growing and growing :)
My medium-term goal is to build up a portfolio with some of these stocks. I would like to combine a high dividend with stable growth. Furthermore, I would of course like to find undervalued stocks, which can also lead to price gains.
Current share
$D05 (+1,09%) DBS Group (Bank)
🇸🇬 Gross 5.462% (net 4.02% - German deduction only)
Potential ~5%
Growth 1Y 6%, 3Y 39%, 5Y 11%, 10Y 17%
Payout ratio 61.90%
Previous shares
$ANDR (+1,66%) Andritz (plant engineering company)
🇦🇹 Gross 4.262% (net 3.089%)
Potential ~16%
Growth 1Y 19%, 3Y 35%, 5Y 10%, 10Y 19% Payout ratio 53.50%
Of course, all this is just an idea, I'm not recommending anything.
Hello everyone, I have recently started to reorganize my portfolio. I started with DKB in 2019 and moved to TR in 2022. I now have a buy-and-hold-forever portfolio, a dividend portfolio and a turnaround/opportunities portfolio.
I've been working a lot on the dividend portfolio recently and have started classifying shares according to my own criteria.
Criteria:
Of course... the dividend
Country of origin (huge differences in tax technology)
Price potential (not always correct, but the tendency is to recognize rough over/underbought prices)
Dividend growth over 1, 3, 5 & 10 years
payout ratio
One of these pearls is $ANDR (+1,66%)
The plant manufacturer from Austria convinces with the following criteria
Dividend 4.262%
Country of origin Austria, net 3.089%
Pozential ~16%
Growth of over 10% in each case
Payout ratio just over 50%
Do you know of any other gems?
If the article arouses interest, I can also post a selection.
I buy in. Again 2 stocks that have reached my buy limits. However, relatively small purchases for our community portfolio. But the hard way feeds the squirrel.
No matter. Perhaps I should have set the buy prices a little lower...
What do you think? $HIK (+0,85%)
$ANDR (+1,66%) You can find my motivations and the respective analyses on my YouTube channel.
Best regards,
Angelo from Finanzen Anders (@YouTube)
Remark:
The majority of the GQ community is really great.
Unfortunately, there are a few "mimimis", "sheriffs", "bored", "envious", etc. who complain that I include links to my respective YouTube video.
It just so happens that my main channel is YouTube. I'm not going to write huge treatises and post them here when I can do the whole thing in short videos.
That's why I no longer link to videos, but you can find them on my YouTube channel and subscribe.
Everyone else, you are free people, you don't have to get upset, attack me, etc. - block me and enjoy your life.
for my Community Depot. And if you are interested in the exact presentation, watch the video - voluntarily. I would be interested to know if you already have one or more stocks in your portfolio. Best regards, Angelo $RUI (+0,55%)
$ANDR (+1,66%)
$HIK (+0,85%)
In the current issue, "Der Aktionär" recommends these dividend stocks.
For a peaceful night's sleep (conservative):
Top dividend with medium risk can be seen in:
Dividends with a yield kick are located in these shares:
Source: Der Aktionär, Issue 08.2025
Analyst updates, 04.12.
⬆️⬆️⬆️
- BARCLAYS raises the price target for SIEMENS from EUR 125 to EUR 130. Underweight. $SIE (+3,21%)
- BARCLAYS raises the target price for SIEMENS ENERGY from EUR 35 to EUR 36. Equal-Weight. $ENR (+1,98%)
- JEFFERIES raises the target price for ADYEN from EUR 1695 to EUR 1797. Buy. $ADYEN (+1,72%)
- JPMORGAN raises the target price for SALESFORCE from USD 340 to USD 380. Overweight. $CRM (+0,92%)
- HSBC raises the target price for ZALANDO from EUR 37 to EUR 40. Buy. $ZAL (-1,07%)
- JPMORGAN raises the target price for RHEINMETALL from EUR 680 to EUR 800. Overweight. $RHM (-4,06%)
- DEUTSCHE BANK RESEARCH raises the target price for COCA-COLA HBC from GBP 31.50 to GBP 32. Buy. $CCH (-0,97%)
- BARCLAYS raises the target price for KNORR-BREMSE from EUR 55 to EUR 60. Underweight. $KBX (-2,35%)
- BARCLAYS raises the price target for ABB from CHF 40 to CHF 42. Underweight. $ABBNY (+3,76%)
- BARCLAYS raises the price target for ALSTOM from EUR 8 to EUR 9. Underweight. $ALO (+1,63%)
- HSBC upgrades MERCK & CO to Buy. Target price USD 130. $MRK (+0%)
- JPMORGAN raises the target price for DSV from DKK 1685 to DKK 1800. Overweight. $DSV (+0,27%)
- JPMORGAN raises the target price for LUFTHANSA from EUR 4.80 to EUR 5.50. Underweig$LHA (+0,78%)
- UBS raises the target price for AROUNDTOWN from EUR 2 to EUR 3.30. Neutral. $AT1 (-0,8%)
⬇️⬇️⬇️
- JPMORGAN lowers the target price for DHL GROUP from EUR 47 to EUR 42.50. Overweight. $DHL (+3,3%)
- WARBURG RESEARCH lowers the target price for UNITED INTERNET from EUR 38.50 to EUR 37.30. Buy. $UTDI (-0,57%)
- WARBURG RESEARCH lowers the target price for 1&1 from EUR 23.50 to EUR 19.10. Buy. $1U1 (-1,33%)
- WARBURG RESEARCH lowers the target price for KWS SAAT from EUR 89 to EUR 88. Buy. $KWS (+3,33%)
- DEUTSCHE BANK RESEARCH downgrades HEINEKEN from Buy to Hold and lowers target price from EUR 95 to EUR 76. $HEIA (+0,31%)
- EXANE BNP lowers the price target for SCHOTT PHARMA from EUR 36 to EUR 28. Neutral. $1SXP (+0,98%)
- BARCLAYS downgrades SIGNIFY to Underweight. Target price EUR 18. $LIGHT (+1,09%)
- CFRA downgrades BRISTOL-MYERS SQUIBB to Hold. Target price USD 60. $BMY (-1%)
- MORGAN STANLEY downgrades MOLLER-MAERSK to Underweight. Target price DKK 12200. $AMKBY (+2,54%)
- BARCLAYS downgrades ANDRITZ to Underweight. Target price EUR 40. $ANDR (+1,66%)
- JPMORGAN lowers the price target for HAPAG-LLOYD from EUR 85 to EUR 80. Underweight. $HLAG (+0,08%)
Hello everyone,
I am currently trying to optimize my portfolio and possibly also to compromise.
Perhaps you have any suggestions or ideas as to what can be improved
I'm currently saving around €1000 a month in my ETFs and another €600 in equities ( $RWE (-0,39%) I have newly taken up and $KCO (+1,1%) no longer saved)
I currently have the following in my savings plan
I think Andritz is well positioned for the future, especially for the electrification of all possible processes and also in the H2 area, plus a solid dividend of currently €2.5 per share.
As an operator and builder of drilling rigs, they will still have a good market in the future
One of my favorite stocks. A secure market environment with an established brand. They have also been regularly increasing their dividend for around 70 years
The share has suffered massively recently and has a lot of catch-up potential. In addition, there are investments in renewable energies (mainly in the USA) and a secure business model.
A rather unknown brand that includes FILA. Here too, I think that the South-East Asian market in particular will become more interesting in the future
My last energy company in the savings plan. Of the oil companies, Shell has promising strategies for the future and a very positive development
High dividend, moderate share price performance
$ANDR (+1,66%) Stocked up. After excellent figures and a dividend increase to €2.50 per share, the share price fell by up to 6.5%. Presumably because this year's growth is forecast to be lower. In principle, however, the Group is pursuing ambitious targets until 2026: Increase sales to over €10bn, EBITA margin over 9%, net profit over 6% of sales, continue successful M&A strategy.
Source: andritz.com
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