Category Archives: International High Fliers

International Dividend High Fliers

Below are the top current and former international dividend high fliers that are within 20% of their 52-week low and trade as ADRs on the New York Stock Exchange. These are companies that have had a history of dividend increases over the last several years in a row according to MergentOnline.com.
Symbol Name Trade P/E EPS Yield P/B % from Low
IMO Imperial Oil Ltd 38.2 16.2 2.36 1.10% 3.2 8.70%
DEG Etablissements Delhaize Freres 71.9 10.5 6.86 2.00% 1.1 9.48%
ESLT Elbit Systems Ltd. 53.1 11.1 4.78 2.20% 2.5 9.51%
SNN Smith & Nephew SNATS, Inc. 46.2 14.9 3.11 1.30% 3.5 12.05%
CRH CRH PLC 16.7 16.2 1.03 2.80% 0.8 13.35%
UL Unilever PLC 29.2 16.1 1.82 3.80% 4.9 13.60%
TEVA Teva Pharmaceutical Industries 53.5 19 2.82 1.30% 2.5 13.90%
UN Unilever NV 29.9 16.4 1.82 3.70% 5 14.95%
CHL China Mobile Ltd 51.5 11.9 4.32 3.20% 2.6 16.05%
PRE PartnerRe Ltd 80.5 5.26 15.28 2.50% 0.9 16.37%
STO Statoil ASA 21.4 13.7 1.57 3.70% 1.9 16.48%
TMX Telefonos de Mexico 15.2 9.61 1.58 5.10% 4 16.77%
PBR Petroleo Brasileiro 36.5 9 4.05 0.40% 1.6 16.82%
ALTE Alterra Capital 19.9 5.41 3.68 2.40% 0.8 17.10%
SYT Syngenta AG 50.3 19.3 2.61 1.80% 3.4 17.10%
NGG National Grid Transco 43.2 9.78 4.42 8.20% 3.2 17.65%
RNR RenaissanceRe 59.5 4.28 13.9 1.70% 1.1 17.84%
ASR Grupo Aeroportuario del Sureste 47.9 16.4 2.92 4.00% 1.3 18.05%
SNY Sanofi-Aventis 33.1 10.6 3.12 3.30% 1.2 18.24%
TLM Talisman Energy Inc. 17.5 24.6 0.71 1.40% 1.6 18.98%
CWCO Consolidated Water Co. Ltd. 9.72 37.5 0.26 3.20% 1.1 20.00%
International Watch List Performance Review
Below is the performance of the top ten companies on our International Dividend Achiever Watch List from August 13, 2010.

It is interesting to note that only two stocks, Consolidated Water (CWCO) and CRH (CRH), continued their declining trend. It remains to be seen whether or not we've witnessed the bottom for both stocks. However, the gains made from 7 of the 10 stocks has exceeded the average return for the group. If viewed from our short-sighted perspective of annualized return, the worst that could have been done would be 47.45%.

Symbol Name 10/1/2010 8/13/2010 % Change
SNY Sanofi-Aventis SA $33.12 $28.64 15.64%
ALTE Alterra Capital Holdings Ltd $19.93 $17.65 12.92%
PRE PartnerRe Ltd. $80.45 $72.55 10.89%
UN Unilever NV $29.91 $27.02 10.70%
UL Unilever PLC $29.24 $26.66 9.68%
DEG Etablissements Delhaize Freres $71.92 $66.30 8.48%
TEVA Teva Pharmaceutical $53.52 $49.97 7.10%
ESLT Elbit Systems Ltd. $53.11 $52.10 1.94%
CWCO Consolidated Water Co. Ltd. $9.72 $9.68 0.41%
CRH CRH PLC $16.73 $19.17 -12.73%
Average: 6.50%

International Dividend High Fliers

Below are the top ten current and former international dividend high fliers (ranked by dividend yield) that trade as ADRs on the New York Stock Exchange. These are companies that have had a history of dividend increases over the last several years in a row. While this list contains the top ten companies, the full list of 40 companies within 20% of the 52-week low can be found here.
Symbol Name Price P/E EPS Yield P/B % from Low
CRH CRH PLC $19.17 16.98 1.13 5.50% 1.1 1.29%
CWCO Consolidated Water $9.68 21.37 0.45 3.00% 1.14 1.79%
SNY Sanofi-Aventis SA $28.64 9.65 2.97 3.80% 1.13 2.25%
ALTE Alterra Capital Holdings Ltd $17.65 4.79 3.68 2.60% 0.73 2.26%
UL Unilever PLC $26.66 15.37 1.73 4.10% 4.77 3.57%
DEG Etablissements Delhaize Freres $66.30 10.05 6.6 2.00% 1.22 3.74%
UN Unilever NV $27.02 15.58 1.73 4.00% 4.82 3.84%
PRE PartnerRe Ltd. $72.55 4.75 15.28 2.70% 0.78 4.95%
TEVA Teva Pharmaceutical Industries $49.97 17.75 2.82 1.30% 2.35 6.34%
ESLT Elbit Systems Ltd. $52.10 0 0 0 0 7.42%
STO Statoil ASA $19.84 13.35 1.49 3.90% 1.92 7.59%
SYT Syngenta AG $46.84 17.94 2.61 2.00% 3.25 9.11%
RNR RenaissanceRe Holdings $55.86 4.02 13.9 1.80% 0.98 10.70%
AXS Axis Capital Holdings $30.40 8.77 3.47 2.80% 0.73 11.68%
KYO Kyocera Corp $87.80 19.5 4.5 N/A 1.05 13.07%
ACE Ace Limited $53.42 6.3 8.48 2.50% 0.84 13.44%
ASR Grupo Aeroportuario del Sureste $44.89 15.52 2.89 4.10% 1.2 13.70%
TMX Telefonos de Mexico $14.83 9.51 1.56 5.10% 4.09 14.08%
SU Suncor Energy Inc $31.59 19.51 1.62 1.20% 1.49 14.25%
PBR Petroleo Brasileiro S.A. $35.87 N/A - - N/A 14.93%
NGG National Grid $42.38 9.71 4.37 8.50% 3.18 15.41%
NVS Novartis AG $50.19 11.75 4.27 3.30% 2.05 15.43%
TOT Total S.A. $49.76 8.95 5.56 4.70% 1.43 15.53%
SNN Smith & Nephew SNATS, $44.32 14.25 3.11 1.30% 3.43 15.72%
SLB Schlumberger  $58.76 23.16 2.54 1.40% 3.58 16.31%
CCH COCA COLA HELLENIC BOTTLING $23.12 15.56 1.49 1.40% 2.47 17.06%
EOC Empresa Nacional de Electricida $49.99 13.89 3.6 3.00% 3.15 17.71%
GSK GlaxoSmithKline PLC $38.14 15.59 2.45 5.00% 7.04 18.63%
CHL China Mobile Limited $52.69 12.59 4.18 3.20% 2.87 18.64%
BG Bunge Limited $54.19 3.92 13.83 1.70% 0.76 19.47%
AMX America Movil, S.A.B. $49.53 13.99 3.54 0.50% 4.75 19.81%
WSH Willis Group Holdings $29.92 11.31 2.65 3.40% 2.12 19.82%
Please be sure to calculate the payout ratios before buying these stocks. Payout ratios above 70% are cutting it close if you're not prepared for the potential downside risk. The stock symbols next to the company names take you directly to the history of dividend payments. As always, only buy these stocks if you're willing to accept losing at 50%, otherwise, the risk may outweigh the reward. Thanks again to the author of The Stock Market Advantage for the suggestion on including international stocks.

Watch List summary

Below are the companies that appeared on our international list for May 30, 2010.

Symbol Name May 30, 2010 August 13, 2010 % change
NGG National Grid $40.54 $42.38 4.54%
GSK GlaxoSmithKline $33.46 $38.14 13.99%
TEF Telefonica $57.37 $66.93 16.66%
AZN AstraZeneca $42.25 $51.39 21.63%
RUK Reed Elsevier $27.99 $33.42 19.40%
BP British Petroleum $42.95 $38.93 -9.36%
TMX Telefonos de Mexico $14.07 $14.83 5.40%
TOT Total S.A. $46.63 $49.76 6.71%
BTI British American Tobacco $58.55 $70.36 20.17%
STD Banco Santander $10.15 $12.07 18.92%
Average gain 11.81%
Double digit gains were pronounced for this group except the usual suspect BP along with Total, Telefonos de Mexico and National Grid. The previous list was ranked by dividend yield instead of those closest to the new low. However, all companies on the May 30th list were all within 10% of their respective 52%-week low.
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