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To: Johnny Canuck who wrote (60346)

10/10/2024 6:01:44 PM

From: Johnny Canuck

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These stocks have high dividend growth + high free cash flow yield

Oct. 10, 2024 3:20 PM ET| S&P 500 Index (SP500)| LEA, HPQ, IPG, TPR, BBWI, AMGN, KBH, QCOM, CVS, PHM, DOX, MRK, WYNN, SWKS, ADM, AMKR, CI, SNX, LEN, MCK, EME, RS, SNA, DAL, OC, WCC, TEL, CF, AGCO, SSNC, NXPI, WWD, MTDR, BERY, BCC, FOXA, HPE, PR, DELL, VST, LW, CWEN, SIRI...|By: Monica L. Correa, SA News Editor| 6 Comments

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Stocks with high dividend growth and high free cash flow yield can generate more returns than stocks seeing high dividend growth alone, according to a Wolfe Research note.
This defensive strategy has historically outperformed the S&P 500 ( SP500) by 500 basis points annually, said Chris Senyek, chief investment strategist.
The following are companies with high dividend growth in a last-twelve-month basis, and a high unlevered free cash flow yield.

Twenty-First Century Fox ( FOXA) – 2024 FCF yield: 8.9%; Last 12-month dividend growth: 4%
The Interpublic Group of Companies ( IPG) – 2024 FCF yield: 8.6%; Last 12-month dividend growth: 7%
Sirius XM Holdings ( SIRI) – 2024 FCF yield: 8.9%; Last 12-month dividend growth: 12%
Wynn Resorts ( WYNN) – 2024 FCF yield: 6.6%; Last 12-month dividend growth: 300%
Lennar Corp. ( LEN) – 2024 FCF yield: 7%; Last 12-month dividend growth: 16%
PulteGroup Inc. ( PHM) – 2024 FCF yield: 6.4%; Last 12-month dividend growth: 23%
Tapestry ( TPR) – 2024 FCF yield: 8.8%; Last 12-month dividend growth: 17%
Bath & Body Works ( BBWI) – 2024 FCF yield: 8.2%; Last 12-month dividend growth: 33%
Lear Corp. ( LEA) – 2024 FCF yield: 7.1%; Last 12-month dividend growth: 33%
KB Home ( KBH) – 2024 FCF yield: 6.2%; Last 12-month dividend growth: 42%
Archer-Daniels-Midland Co. ( ADM) – 2024 FCF yield: 7.6%; Last 12-month dividend growth: 12%
Lamb Weston ( LW) – 2024 FCF yield: 8.1%; Last 12-month dividend growth: 21%
Permian Resources ( PR) – 2024 FCF yield: 10.3%; Last 12-month dividend growth: 185%
Matador Resources Co. ( MTDR) – 2024 FCF yield: 9.2%; Last 12-month dividend growth: 50%
Merck & Co. ( MRK) – 2024 FCF yield: 6.3%; Last 12-month dividend growth: 6%
Amgen Inc. ( AMGN) – 2024 FCF yield: 6.1%; Last 12-month dividend growth: 8%
Cigna Group ( CI) – 2024 FCF yield: 9.1%; Last 12-month dividend growth: 12%
CVS Health ( CVS) – 2024 FCF yield: 6.8%; Last 12-month dividend growth: 10%
McKesson Corp. ( MCK) – 2024 FCF yield: 8.2%; Last 12-month dividend growth: 15%
Delta Air Lines ( DAL) – 2024 FCF yield: 7.3%; Last 12-month dividend growth: 350%
EMCOR Group Inc. ( EME) – 2024 FCF yield: 4.7%; Last 12-month dividend growth: 30%
SS&C Tech Holdings ( SSNC) – 2024 FCF yield: 5.2%; Last 12-month dividend growth: 20%
Snap-on Inc. ( SNA) – 2024 FCF yield: 7.2%; Last 12-month dividend growth: 25%
Owens Corning ( OC) – 2024 FCF yield: 6.3%; Last 12-month dividend growth: 21%
Woodward Inc. ( WWD) – 2024 FCF yield: 4.6%; Last 12-month dividend growth: 15%
WESCO International ( WCC) – 2024 FCF yield: 8.6%; Last 12-month dividend growth: 108%
AGCO Corp. ( AGCO) – 2024 FCF yield: 5.7%; Last 12-month dividend growth: 15%
Boise Cascade Co. ( BCC) – 2024 FCF yield: 6.5%; Last 12-month dividend growth: 40%
QUALCOMM Inc. ( QCOM) – 2024 FCF yield: 5.1%; Last 12-month dividend growth: 41%
Dell Technologies Inc. ( DELL) – 2024 FCF yield: 4.9%; Last 12-month dividend growth: 17%
NXP Semiconductors NV ( NXPI) – 2024 FCF yield: 4.5%; Last 12-month dividend growth: 9%
TE Connectivity Ltd. ( TEL) – 2024 FCF yield: 6%; Last 12-month dividend growth: 7%
HP ( HPQ) – 2024 FCF yield: 8.1%; Last 12-month dividend growth: 7%
Hewlett Packard Enterprise ( HPE) – 2024 FCF yield: 6.2%; Last 12-month dividend growth: 6%
Skyworks Solutions Inc. ( SWKS) – 2024 FCF yield: 5.8%; Last 12-month dividend growth: 10%
Amdocs Limited ( DOX) – 2024 FCF yield: 5.4%; Last 12-month dividend growth: 10%
SYNNEX Corp. ( SNX) – 2024 FCF yield: 9.5%; Last 12-month dividend growth: 15%
Amkor Tech ( AMKR) – 2024 FCF yield: 6.1%; Last 12-month dividend growth: 10%
CF Industries Holdings ( CF) – 2024 FCF yield: 9%; Last 12-month dividend growth: 13%
Reliance Steel & Aluminum Co. ( RS) – 2024 FCF yield: 5.6%; Last 12-month dividend growth: 12%
Berry Plastics Group Inc. ( BERY) – 2024 FCF yield: 6%; Last 12-month dividend growth: 45%
Vistra Energy Corp. ( VST) – 2024 FCF yield: 4.2%; Last 12-month dividend growth: 12%
Clearway Energy Inc. ( CWEN) – 2024 FCF yield: 4.3%; Last 12-month dividend growth: 8%