20 Large Caps With High Aggressive Earnings Growth For The Mid-Term

Dividend investors focus on dividend payments but you need also a focus on growth. 

Today I like to show you some of the highest growth large caps on the market. Intel bought the number one stock recently. Maybe you will find some attractive targets on the attached list.

But beware of the high valuation from most of the stocks. Consider only stocks with a good balance between high growth and modest valuation.

Here are the results from my high growth large cap screen...

These 20 Stocks Could Benefit From Higher Rates

The current problem on the market could be descried with the following sentence: Rising rates could let to a falling dollar. 

In contraction, Investors expect the US Dollar to rally, undermining equities and furthering headwinds to S&P 500 EPS and also amplified stress for EM borrowers (USD denom. debt). 

History says that the consensus is wrong and counters intuitively, when the Fed moves to neutral from easy (11 most recent cycles), USD weakened 55% of the time, with a median decline of 7% in the first year.

Below I've implemented screen results of stocks that might benefit from rising rate hikes. Stocks from the screen have fulfilled the following criteria:

Stock selection criteria...

(i) Stock’s price correlation to the USD (DXY Index) from 5/2014 – 3/2015 is less than -0.40

(ii) Mean implied upside based on analyst target prices is positive

(iii) P/E (‘15E and ‘16E) is below 25X but consensus EPS is positive

(iv) FCF yield is above 3%

(v) Company beat consensus EPS expectations the last 2 quarters.

Here are the 20 best yielding results in detail....

30 High-Margin Stocks With Strong Competitive Advantages

Investing into high margin companies could end in a better return. The underlying thought is simple: A companies that works on higher margin can survive a market correction more likely and become stronger after a recession.

Attached, you can find a list of companies with high profit margins. Those could be a first step to start a further research. 

In general, the margin tells us something about the competition as well as the business model. 

High margins mean that the corporate make many business processing steps by it. The competition is less hard. Products are unique and could have a market barrier.

Here is the selection of high-margin stocks...

10 Of The Best Performing Growth Stocks From The Past Decade | A Review

Apple - AAPL
Best Growth Stock Pick

Best performing stocks from the last decade originally published at "long-term-investments.blogspot.com". We all love it to see how our investments grow. Not enough, we spent much more time for searching those stocks that tenfold over the next ten years.

Have you ever had some stocks that doubled in a year, quadrupled in five years and even tenfold in ten years? I do. But I sold the stocks before they started to run. No good choice from me.

Only growth can make you rich. If you buy a stock at a low market capitalization and the company grows over the next twenty years with rates around the double-digit rage, your wealth will follow.

So, let’s spent some time and learn from the best growth stocks of the recent decade. Many of the other top stocks were indeed small and obscure, however. Eight of the companies were valued below $100 million a decade ago. And four of the companies still have market caps below $1 billion, even with the remarkable returns they were able to generate over the past decade.

Only two stocks of the best growth stocks from the past decade pay dividends as of now. But they have much more to offer: Growth and cash!

The 10 Best Growth Investments – Low Dividends, High Growth And Return

The Best Growing Companies With Highest 3-Year Total Return Researched By “long-term-investments.blogspot.com”. Growth stocks are very good investment vehicles to boost your wealth if you have paid an acceptable price for the business in the past. If so, your return on investment should high enough to compensate all underlying risks. I screened the best 100 growth stocks from with the highest rate of 3-year total return. Below the ten best stocks are only two that pay dividends; eight are currently recommended to buy and four of the 100 best growth stocks have a triple-digit return. Remarkable is the low debt and high growth from the stocks. Sometimes it makes really sense to accept a low dividends or to renounce dividends in exchange for growth and return.

Stephen Mandel - Lone Pine Capital Q4/2011 Fund Portfolio

Stephen Mandel - Lone Pine Capital Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Stephen Mandel's - Lone Pine Capital - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 48 stocks with a total portfolio worth of USD 13,063,798,000.

William Von Mueffling - Cantillon Capital Management Q4-2011 Fund Portfolio

William Von Mueffling - Cantillon Capital Management Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of John William Von Mueffling’s - Cantillon Capital Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 16 stocks with a total portfolio worth of USD 1,889,918,000.

William Von Mueffling’s fund positions as of Q4/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
GOOG - Google Inc.	13.89	Add 5.55%	$645.90
KO - Coca Cola Co.	13.2	Add 6.59%	$69.97
ADI - Analog Devices	11.58	Add 5.24%	$35.78
ORCL - Oracle Corp.	10.98	Add 6.51%	$25.65
PM - Philip Morris Intl.	9.79	Add 6.81%	$78.48
CL - Colgate-Palmolive	9.1	Add 5.26%	$92.39
WSH - Willis Group Holdings Plc	8.74	Add 6.81%	$38.80
SLH - Solera Holdings Inc.	4.1	Add 6.71%	$44.54
PCLN - Priceline.com Inc.	4.01	Buy	$467.71
BBD - Banco Bradesco	3.98	Add 6.77%	$16.68
ABV - Companhia De Bebidas	3.87	Add 6.71%	$36.09
WAT - Waters Corp.	2.82	Add 6.60%	$74.05
ALTR - Altera Corp.	2.32	Add 7.60%	$37.10
OPEN - OpenTable Inc.	1.1	Buy	$39.13
UL - Unilever PLC	0.28	0	$33.52
BTI - British American Tobacco plc	0.24	0	$94.88

Related Stock Ticker:

GOOG, KO, ADI, ORCL, PM, CL, WSH, SLH, PCLN, BBD, ABV, WAT, ALTR, OPEN, UL, BTI