6 Consumer Discretionary Stocks With High Dividend/Earnings Growth And Low Payout/Turnover

By Jeff Paul:This article continues my series on consistent dividend growth stocks with a low stock turnover ratio. This screening idea comes from research by Robert Ibbotson, a Yale finance professor. He found that illiquid stocks tended to outperform more liquid stocks (Source: "Jackass Investing" by Michael Dever). He offered three explanations for this:

By Jeff Paul:This article continues my series on consistent dividend growth stocks with a low stock turnover ratio. This screening idea comes from research by Robert Ibbotson, a Yale finance professor. He found that illiquid stocks tended to outperform more liquid stocks. He offered three explanations for this:

By Jeff Paul:I recently published a research-based article on high-yield, low-payout stocks outperforming the overall market, and built a model portfolio to test the theory. SA readers added excellent insights in the comment threads.

At 1550, the S&P 500 has regained the peak it reached in March of 2000 (when the tech bubble burst) and again in October of 2007 (before the credit crunch hit).

By Jeff Paul:In February 2012, I wrote about research that showed that high-yield, low-payout stocks outperformed the overall market in total return, as well as other yield-payout groups. I created the DG-HYLP model portfolio based on this research, and last rebalanced it in July 2012.

By Jeff Paul:Earlier this week, I updated my High Yield, Low Payout dividend growth model portfolio (DG-HYLP). This model seeks to identify value plays, as a stock with a high yield and low payout will have a low P/E.

By Alan Brochstein, CFA: Brandywine Asset Management founder Michael Dever's "Jackass Investing" is not only entertaining, but also filled with advice that is likely to strike the reader as counter-intuitive.

By Dividendinvestr:UBS Investment Research recently published a report entitled "Global Equity Strategy" on November 30, 2011, enlisting the global top 40 stocks for investment in 2012. The Consumer Staples, Healthcare, and Technology sectors have been given an overweight rating whereas the rating for Financials, Discretionary, and Utilities sectors is underweight. The report isn't publicly available but we will discuss the most important points in two articles. This is the second of two articles.