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Holiday Stocks for Giving 2019 

 

The holiday season is upon us once again!

And once again CAIM is happy to recommend  gifts that keep on giving and will be treasured for many years to come.   That is, stocks in companies with sound financial principles, who also reward shareholders for their investment in the form of cash dividends. 

Read on to learn our three suggestions for worthy investments this year.

Wishing you and yours a very Happy and Healthy Thanksgiving!

Warm regards,
  Signature
Catherine Maniscalco Avery
 
The backbone of CAIM is to employ a classic long term investment strategy including dividend paying stocks. CAIM is an independent, women owned investment management firm specializing in managing investment portfolios for women and baby boomers.

203.717.1850  p
203.717.1851  f 


November 26, 2019  Issue No. 107
In This Issue
Holiday Stocks for Giving 2019
3/4 Market Update 2019
Dividend Stocks for Uncertain World
Quick Links
Find Out More
Call me at 203.717.1850
or visit www.caimllc.com .

 

Holiday Stocks for Giving 2019
 
 
Merck & Co., Inc. (MRK $84.61, 2.6% Dividend Yield)
Merck has one of the most promising pipelines within the pharmaceuticals sector, driven primarily by oncology and vaccines.  Current dividend yield is above the 10-year treasury yield with a dividend growth rate of over 14%.   Even though we had a strong market this year, this company is still at a reasonable valuation to continue to buy.  It trades at a 10% discount to the S&P 500 and at a 10% discount to its' average 5 year price to earnings ratio.  Looking ahead growth looks strong on the sales front with an improvement in costs. An A ESG rating is another added positive.
 
CVS Health Corporation (CVS $74.73, 2.7% Dividend Yield)
Solid earnings growth ahead for a company currently transforming itself into a healthcare hub. Combined with a new CEO this company is moving in the right direction.  CVS now offers treatment centers in their stores able to treat 85% of the conditions traditionally handled by a primary care physician.  The company foresees expansion from 50 HealthHubs this year to 1500 in 2020.  Above average dividend yield, 10% free cash flow yield, and attractively priced for future appreciation.
 
AT&T Inc. (T $38.42, 5.3% Dividend Yield)
This is the only company that has combined Entertainment and Wireless.  Their wireless network acts as the distributor for their entertainment content.   The company is transforming from a dull utility into an exciting long-term growth story.  While this is happening, we are being well paid to wait with a 5.3% dividend yield and 11.5% free cash flow yield.
 
3rd Quarter Market Update 2019
 
After a strong first half, the markets are once again showing signs of nervousness.   The fears are not new:  trade... Read more
 
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Dividend Paying Stocks For an Uncertain World - Still 
 
Dividend paying stocks have long been the backbone of our investments at CAIM.  Our mission is to meet our client's long-term investment goals through... Read more
 
 
   
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