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Strategies & Market Trends : Value Investing
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To: ValueGuy who wrote (43382)7/18/2011 11:04:40 AM
From: E_K_S  Read Replies (1) of 78434
 
Hi Faizul -

I own both T and VZ but they are at the high end of their valuation. I like both for their wireless franchise especially when I see what my friends are paying monthly for cellular service. I usually sell covered calls on both of these when their yield falls below 5%.

If you are looking for some good dividend paying stocks that are trading at a reasonable value that also provide some growth (as well as act as an inflation hedge) you might look at different REITs. A lot of good ideas are discussed on the "Dividend investing for retirement thread".

One pretty good dividend yielder that I like is SeaCube Container Leasing Ltd.(NYSE: BOX)( Message 27489673 ). I would even classify it as a value stock as it sell at a PE below 10 and has a forward PE of 6.6 based on analysts next year estimates. It currently yields around 5.4%. The only negative is the size of their LT debt but this is typical for companies in this sector. I plan to start an initial buy in the IRA on any significant sell off and even add shares in the taxable account as I like their longer term growth potential when compared to it's peers.

A lot depends on if the economy can continue in the mode of slow growth and we do not double dip into a mild recession. BOX lease contracts are short term (usually one year container leases) so what might be excellent lease rates today, next year could be off on both lease renewals and lease rates if the economy turns sour.

EKS
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