DS Smith

FTSE 100-listed international packaging company DS Smith (LSE: SMDS) has seen its share price swing about lately, up 50% over five years, but down 26% over the last two.

It is down another 3% today, even though its half-year results proclaimed “record group profitability and return on sales despite economic headwinds”, along with market share gains and margin improvements. However, it was hit by difficult conditions for its industrial customers in the German car industry.

This £5bn company is a global operation, with major interests in Europe and the US, where it is posting volume increases and new business wins. Its return on sales ratio rose by 11%, a sign that it is growing efficiently. This was right at the mid-point of its recently upgraded target range of 10%-12%.

It said this reflects its focus on value-added packaging and strong pricing discipline, together with good progress and synergy delivery from its recent Europac acquisition, which more than offset “the reduced margin in North America as a result of lower pricing for paper export”. Its Indiana greenfield box plant is now operational.

Group CEO Miles Roberts anticipates acceleration of volume growth in the second half of the year, “assuming current macro-economic conditions prevail”. Recent share price disappointment has left the stock trading at just 10.9 times forward earnings, which is in bargain territory for a company that continues to grow strongly.

DS Smith offers a healthy yield of 4.4%, covered 2.1 times, exactly in line with the FTSE 100 average. A 14.5% return on capital employed is okay, although not spectacular. You could say the same about forecast earnings growth, predicted to be 5% in the year to 30 April 2020, followed by 2% the year after. That is quite a slowdown given that earnings grew by double-digits in four of the last five years. I still reckon it looks a solid prospect, while Rupert Hargreaves thinks it’s a dividend hero.

Smurfit Kappa

Another FTSE 100 packaging provider, Smurfit Kappa Group (LSE: SKG), has had a slow year share-price-wise, trading at roughly the same level as 12 months ago. It still trades 100% higher than it did five years ago, though. Can it regain that momentum?

The £6.29bn multinational is turning green concerns to its advantage, with CEO Tony Smurfit saying that as consumers increasingly demand sustainable packaging solutions, the group’s unique applications, knowledge and expertise in paper-based packaging leaves it “ideally positioned to take advantage of this mega trend”.

With 46,000 employees across more than 35 countries, the Smurfit Kappa share price is underpinned by geographical diversification. Latest figures show EBITDA earnings up 11% to €1.26bn for the nine months to September.

That said, City analysts expect earnings to remain flat this year, and fall 3% in 2020, with the pace of revenue growth slowing as well. The forecast yield is 3.8%, well covered 2.7 times. Fool colleague Manika Premsingh has questioned whether Smurfit Kappa can maintain its margins as prices soften, and is worried about its debt-funded acquisition spree. However, both of us believe the long-term picture remains promising.

The post £2k to invest? Then I’d take a look at these 2 FTSE 100 growth stocks appeared first on The Twelfth Magpie.

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Harvey Jones has no position in any of the shares mentioned. The Motley Fool UK has recommended DS Smith. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

A world leader

Last year, the company acquired rival UBM, boosting sales by more than a third and doubling the group’s market capitalisation.

The deal was part of management’s plan to diversify the group, moving it away from publishing, where revenues have been coming under pressure due to the increasingly volatile advertising market, into exhibitions and events, where earnings are much more predictable.

And the shift already seems to be paying off. The company is on track to increase earnings per share by 38% this year, according to City analysts, and net profit could hit £655m, nearly double the level reported for 2017.

The dividend is also expected to increase, although analysts are only forecasting a conservative 5.6% rise. Based on these estimates, the stock supports a dividend yield of 3% and is covered 2.2 times by earnings per share, leaving plenty of room for growth in the years ahead.

Growth champion

I would also recommend Smurfit Kappa (LSE: SKG) for your portfolio if you’re trying to build a second income stream with dividend stocks.

One of the world’s leading producers of paper-based packaging products, Smurfit has more than doubled its dividend in the past six years as earnings have charged higher. Analysts believe the company will earn €686m in 2019, or €2.90 on a per-share basis, up from 2013’s figure of €1.1 per share.

As earnings have increased over the past six years, Smurfit’s management hasn’t rushed to increase the company’s dividend, which is a good sign, in my opinion. Today, the stock supports a dividend yield of 4.1%, and the payout is covered 2.8 times by earnings per share. That allows for plenty of headroom to increase the dividend in the years ahead, and providing a cushion if earnings start to decline.

On top of its attractive dividend credentials, the stock also looks cheap at current levels. It’s currently dealing at a forward P/E of just 8.6 compared to the market average of 12.6.

A strong balance sheet

The last income stock I’m going to recommend is Anglo American (LSE: AAL). The mining group has been through a rough patch over the past five years. In 2014 and 2015, earnings collapsed, and the company was forced to eliminate its dividend in 2016 to shore up the balance sheet.

Management then undertook a massive reorganisation programme and today, it’s now an entirely different beast. Net debt has fallen from nearly $12bn in 2014 to just $2.4bn at the end of 2018 and, in 2017, management reinstated the dividend at $1 per share. Profits have also returned. Last year, net income hit $3.5bn.

With net gearing down to just 10.2%, City analysts are expecting management to hike Anglo’s dividend to shareholders by 23% this year. The increase would leave the stock supporting a dividend yield of 5%. And even after this growth, with analysts predicting earnings growth of 41% for 2019, the distribution would be covered 2.4 x earnings per share, leaving plenty of room for growth in the years ahead.

The post 3 FTSE 100 stocks I’d buy for a second income appeared first on The Twelfth Magpie.

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Rupert Hargreaves owns no share mentioned. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

Small price, big dividends

House-building is one of the hottest sectors to grab a slice of right now. Newsflow from across the segment remains, broadly speaking, pretty exceptional, with supportive lending conditions driving strong buyer demand. And I’m expecting yet another solid update from MJ Gleeson (LSE: GLE) when it unfurls half-year results on Thursday, 14 February.

The firm sprung to three-month highs in early January when it declared “we continue to see strong demand for our low-cost homes,” and another fizzy update in the coming sessions could see it add more gains.

Gleeson’s dirt-cheap valuation currently leaves plenty of scope for another share price spurt. It trades on a forward P/E ratio of 12.3 times, comfortably below the regarded value benchmark of 15 times, and below. It also sports a corresponding, inflation-bursting 4% dividend yield.

The home-builders are very much back in fashion, illustrated by the fact that they now comprise three of the FTSE 100’s biggest risers over the past four weeks (with Taylor Wimpey leading the index, up 20%). Now seems a great time to pile in.

6% dividend yields

Hays (LSE: HAS) is another great stock I feel could surge on the release of interim numbers later this month (Thursday, 21 February).

Investors failed to significantly react to its second-quarter update in the middle of January, but I feel they missed a trick here. Last month, the recruitment ace advised that net fees exploded by double-digit percentages for many of its foreign territories during October-December, and this helped fees on a group level rise by a chunky 9%.

Concerns over Brexit are still doing the rounds and are likely to continue for some time yet. Extra signs of trading resilience from Hays, despite troubles in its home territory, could well fuel a fresh share price advance, though.

Its prospective P/E multiple of 12.4 times, and its smashing 6.3% dividend yield, certainly make it an attractive destination right now.

A FTSE 100 favourite

Smurfit Kappa Group (LSE: SKG) is a company I believe is long overdue a share price bounce. I reckon this could finally occur when full-year results are released on Wednesday, 13 February.

I’ve been arguing that market sentiment towards the packaging sector, spurred by concerns over new capacity hitting the market, has been far too bearish. I believe that signs of more progress from the Footsie firm on the trading front should help allay these concerns and help it to recover some more ground. Last time out in October, Smurfit Kappa declared it “experienced continued demand growth across most markets” during January-September and tipped further gains as growing environmental concerns drive sales of its corrugated products.

A prospective earnings multiple of 8.8 times leaves oodles of room for a fresh re-rating, in my opinion, as does a bulging 3.9% dividend yield. I think next week’s release could prove the catalyst for a share price fightback in 2019.

The post 3 top dividend stocks I’d buy for February (and for 2019) appeared first on The Twelfth Magpie.

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Royston Wild owns shares of Taylor Wimpey. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

Price is right

Valuation measures such as the price/earnings ratio (P/E), price/earnings growth (PEG) or price-to-sales (P/S) ratio aren’t the only measures you need to examine, but are worth checking to see if you are bagging a potential bargain.

Some of the best bargains can be found among stocks whose share prices have taken a beating. One of these is construction equipment rental specialist Ashtead Group (LSE: AHT), whose stock plunged by a third in the second half of last year, although it’s revived in recent weeks.

PEG-ged back

The group has heavy US exposure, generating around 85% of its earnings from the States, and was hit hard by China trade war fears and the impact of US Federal Reserve rate hikes. In mid-November, its forward P/E multiple slumped to just 11.5 times, with a sub-1 PEG reading of 0.4.

That P/E number is even lower today at just 9.6 times forecast earnings, although the PEG reading has climbed to 0.6. Ashtead still looks a bargain on both counts, and although its P/S ratio of 2.2 is relatively high, it’s in line with the industry average.

Earnings growth

Ashtead boasts healthy historic earnings growth, with five years of double-digit increases ranging from 22% to 48%. Another 36% is expected in the year to 30 April, and although it slows after that to 16% and 7%, I’m still impressed.

Management is confident and revenues are rising at almost 20% a year. The yield is a lowly 1.5%, although that’s partly down to strong share price growth (119% in three years) and management has increased the payout by 34% over the last five years.

Smurfit for purpose

Packaging group Smurfit Kappa Group (LSE: SKG) also lost around a third of its value between summer and last October, but has also started to recover. One concern was that the group was running up large debts to fund its acquisition-fuelled growth. Investors are also worried about over supply in the market, with companies such as DS Smith, Mondi and Hong Kong-based Nine Dragons Paper all looking to boost capacity.

Smurfit’s shares now trade at 15.17 times earnings, against an average of 17.84 times for its sector. That’s well below its five-year high of 22.13, but above its low of 8.62. A P/S ratio of 0.74 isn’t too demanding.

Attractive package

The stock currently yields a modest 3.1%, but management policy has been progressive, as has increased its payout by nearly 40% in total over the past five years. A return on capital employed (ROCE) of 21.1% is another positive.

As Royston Wild notes, the corrugated packaging market has strong growth prospects due to e-commerce shopping growth. Smurfit has just signed an unsecured €1.35bn revolving credit facility that should reduce finance costs, extend the term of its debt facilities, and increase the flexibility of its capital structure. However, earnings growth looks set to flatten in 2019 and 2020. Of the two, Ashtead would be my preferred pick.

The post I reckon the price now looks right for these 2 FTSE 100 stocks appeared first on The Twelfth Magpie.

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harveyj has no position in any of the shares mentioned. The Motley Fool UK has recommended DS Smith. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

Aviva

If you’re a high-yield investor, look no further than Aviva (LSE: AV) for big dividends. A recent sell-off has left the shares trading on a forward P/E of just 7.5 and offering a prospective dividend yield of a massive 7%.

Aviva shares have underperformed the FTSE 100 over the last month after the group announced on 9 October that Chief Executive Mark Wilson would be stepping down from his role with immediate effect. Wilson was brought in to deliver a turnaround at Aviva in January 2013 and he did an excellent job, however, the board now believes it’s time for new leadership to take the group to the next level.

With no CEO currently at the helm, investors have dumped the stock recently, pushing up the yield. However, for longer-term dividend investors, I think this dip may have created a buying opportunity. The group recently advised that it remains on track to deliver its financial target of operating earnings per share growth of greater than 5% in 2018.

ITV

Broadcaster and content producer ITV (LSE: ITV) is another stock that has been dumped in recent weeks during the market sell-off. And with the stock now trading on a forward P/E of 9.9 and sporting a prospective yield of 5.3%, I think strong value is on offer for patient investors.

It doesn’t surprise me that ITV has been sold off in the recent volatility as broadcasting is seen as a cyclical business. However, what I think the market is missing here is the growth of the group’s content division – ITV Studios. You see, ITV is rolling out a stack of excellent content at the moment such as last night’s Dark Heart (which was trending on Google earlier this morning) and this content is propelling revenue growth at ITV Studios (H1 growth of 16%).

With the shares having fallen to a rock-bottom valuation in recent weeks, I believe now is the time to buy, especially given the fact the group recently advised that it is committed to paying dividends of at least 8p for this year and next.

Smurfit Kappa

Lastly, check out packaging group Smurfit Kappa (LSE: SKG). Regular readers will know that I’m bullish on packaging as a long-term theme due to its important role in e-commerce. If you buy something online these days, it’s almost certain to come packaged in some kind of cardboard box, so packaging companies offer an indirect way to profit from the likes of Amazon, Argos and ASOS. As online shopping continues to grow in popularity in the years ahead, packaging companies should benefit, in my view.

Smurfit Kappa, which has 350 production sites across 33 countries and focuses on sustainable products that are 100% renewable, is enjoying strong momentum at present. Yesterday, the group announced in a trading update that for the first nine months of the year, revenue was up 7% and pre-exceptional EBITDA rose 27%. With the shares currently trading on a forward P/E of 10.7 and offering a prospective yield of 3.2%, I think value is on the table right now.

The post 3 FTSE 100 dividend stocks I’d buy and hold for November appeared first on The Twelfth Magpie.

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Edward Sheldon owns shares in Aviva and ITV. The Motley Fool UK has recommended ITV. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

Smurf’s up

The overall effect has been positive, with its update for the nine months to 30 September “delivering continued and significant year-on-year improvement,” including a 7% year on-year rise in group underlying revenue growth. Even more impressively, group pre-exceptional EBITDA grew 27% to €1.13bn, while margins grew 290 basis points to 16.9%.

Management said its full-year 2018 outcomes should be materially better than in 2017 as key performance measures show significant and continuing improvement. The share price is up 1.57% as a result, at time of writing.

Kappa-bottomed

Group CEO Tony Smurfit said the group started the fourth quarter amid continued demand growth and further corrugated price recovery. “Smurfit Kappa continues to lead the industry, delivering innovative and value added packaging solutions for our customers,” he added.

The packaging industry has come under pressure lately, due to the growing outcry against waste, plastic and otherwise, but Smurfit claim this could be a benefit for the company as “demand for sustainable packaging solutions will only add to the existing strong secular drivers of corrugated use.” Although many analysts initially saw the war on packaging as a threat to the group, regulatory crackdowns can often benefit established players more than the upstarts, as they have deeper pockets and are able to stand the extra expense.

Strong

Today’s statement highlights “a very strong performance” with continued demand growth across most markets. The downside is higher energy, labour, logistics and other raw material costs, as well as a negative currency impact.

The £6bn FTSE 100 growth star remains on the acquisition trail, completing the €460m acquisition of Reparenco during the third quarter, and today announced an agreement to acquire a high quality integrated packaging operation in Serbia, which should continue to expand its geographic footprint.

Demand growth

Smurfit Kappa continues to deliver a very strong performance. The group said it has implemented commercial initiatives and has experienced continued demand growth across most markets. 

This should help stem the recent slide in the share price which has seen the stock fall from 3292p to 2590p in the last two months, a drop of 21%. However, this reversal comes at the end of a strong expansion spurt, which saw net profit jump from €188m in 2013 to €417m last year.

Tidy little package

Some worry about the €2.87bn of debt Smurfit Kappa has piled up to fund its acquisition spree but today’s statement points to net debt-to-EBITDA of 2.1x, which isn’t excessive, and is down from 2.5x on 30 June 2017. A return on capital employed of 21.1% is also encouraging.

I had expected Smurfit Kappa to be cheaper after recent slippage but it trades at just over 15 times earnings, which isn’t exactly bargain territory. The forecast yield is a steady 3.7%, and although this is lower than some of today’s sky-high FTSE 100 yields, which can hit 9% in some cases, it looks safer with well-padded cover of 2.9. Wrap it up, I’ll take it.

The post Think Smurfit Kappa Group is a FTSE 100 bargain? Read this now appeared first on The Twelfth Magpie.

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harveyj has no position in any of the shares mentioned. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

A disappointing outcome

Earnings growth stuttered along over the past four years but annual double-digit percentage increases just haven’t been a consistent feature, and the market has compressed the firm’s valuation. The share-price chart looks like the stock moved sideways. But in January 2015 the share price stood at 812p and today’s trading update sent it down more than 17% to stand around 548p as I write – a disappointing outcome for investors who have been faithful to the BTG story.

Today’s news is that the trading year to March 2018 produced revenue “in line with expectations.”  However, to many, the big hope is that the firm’s varicose vein treatment Varithena will take off in a big way in the US to produce more of those double-digit earnings gains that we all hanker for. Getting the stuff moving over there has been a frustrating experience for the firm and today we learned that “growth in Varithena sales was offset by lower sales of the PneumRx Coils.” So even as Varithena starts to gain traction, its impact on the firm’s results is being neutralised by weakness in other products. After such a long wait and such high expectations, I’m not surprised the market has reacted badly.

BTG is taking an impairment charge of £150m as it marks down the fair value of PneumRx Coils and said “renewed physician interest” means it hopes to have “a better understanding of physician ordering and reordering patterns” for Varithena by the end of 2018 – yet more patience required from long-suffering shareholders.

Grinding on

City analysts predict earnings will lift 10% for the current year to March 2019 and 15% the year after that. Meanwhile, the forward price-to-earnings (P/E) ratio stands at about 15, which looks fair. But I’ve lost my enthusiasm for the stock.

To me, paper-based paper products provider and FTSE 100 constituent Smurfit Kappa Group (LSE: SKG) looks like a better bet. The company is the larger of the two operations and is attractive for its modest valuation, investor dividends and the defensive nature of its business. Today’s share price around 3,034p throws up a forward P/E rating just under 14 for 2019 and the forward dividend yield sits just over 2.8%. Anticipated forward earnings should cover the payment a healthy looking two-and-a-half times.

The firm grinds on making steady progress and City analysts expect earnings to grow 30% this year and 3% in 2019.

In today’s news, the firm announced that it is installing at its Interwell plant in Austria a “revolutionary new industrial-scale HP PageWide C500 digital press for corrugated printing.” The press will be installed in April to support Smurfit Kappa’s “extensive customer base” in the fast-moving consumer goods (FMCG) sector. I think the firm’s operations are embedded in an attractive sector and the stock looks interesting.

The post Why I’d buy FTSE 100 stock Smurfit Kappa Group plc before BTG plc today appeared first on The Twelfth Magpie.

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Kevin Godbold has no position in any of the shares mentioned. The Motley Fool UK has recommended BTG. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

However, since 2015 the firm has been steadily getting back on track and this year City analysts are expecting it to roar back to growth. 

Back on track

Analysts are expecting Thomas Cook to report a net profit of £169m for fiscal 2018 followed by a net profit of £194m for fiscal 2019. If the company can achieve these targets, it should report normalised earnings per share of 11p for 2018, rising to 12p for 2019. On this basis, the shares are trading at a forward P/E of just 10.1 for 2019. 

Analysts are also expecting the group’s dividend payout to multiply as earnings per share expand. Specifically, the City is expecting Thomas Cook to hike its per share payout by 77% for this year to 1.1p and then 66% for 2019 to 1.8. This growth will leave the stock supporting a dividend yield of 1.4%, which isn’t much. But considering the payout should be covered more than seven times by earnings per share, it’s incredibly likely that in the years following, management will authorise further increases. 

Growth supports the outlook 

Unfortunately, as Thomas Cook has disappointed so many times, it’s clear that the market is sceptical about the company’s ability to hit these lofty growth targets. The firm’s fiscal Q1 trading update, published this morning, should reassure shareholders. 

Indeed, according to the update, management believes the company is on track to hit growth forecasts for the year. Gross profit for the period improved by £16m to £376m, while revenues have risen 7% year-on-year. Moreover, the underlying seasonal loss from operations has been reduced by £10m to £42m, and total bookings for the full year are currently up 8%. 

As long as the company can continue an improved performance for the rest of the year, I see no reason why it cannot hit City forecast for growth, which is why I believe it’s one of the best bargain dividend growth stocks on the market today. 

Rising demand 

Another dividend growth champion I like the look of is packing group Smurfit Kappa (LSE: SKG). The company is a leading producer of paper-based packaging products, a tedious business but one that is highly lucrative. Over the past five years, the group’s earnings per share grew at a rate of around 13% per annum, and an operating profit margin of 10% means that the bulk of this earnings growth has gone to shareholders. 

Over the past six years, the dividend per share has risen by an average of 26% per annum and today the stock trades with a dividend yield of 3.2%. That being said, over the next two years City analysts are expecting payout growth to slow to less than 5% per annum. But considering the firm’s historical record growth, I believe these forecasts are too pessimistic. Over the same period, earnings per share are expected to leap by around 33%. 

As the payout is already covered twice by earnings per share, there is plenty of headroom for further dividend growth as Smurfit continues to capitalise on the rising demand for paper-based packaging products around the world.

The post Two bargain dividend-growth stocks I’d buy today appeared first on The Twelfth Magpie.

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• Why Barclays shares could have a huge second half of 2026
• Back below 500p, is it time to consider BP shares again?
• Is there any value left in Lloyds shares now they’re over £1?
• How much would I need in a Stocks and Shares ISA to target £19,036 a year in second income?
• After huge new nuclear deals, are Rolls-Royce’s sub-£15 shares set to power higher?

Rupert Hargreaves owns no share mentioned. The Motley Fool UK has no position in any of the shares mentioned. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.