17/03/2017 a las 04:32 #15432
Telstra – Blackmores – RFG
3 alternatives to Telstra Corporation Ltd’s 6.4% dividend yield
Edward Vesely | February 20, 2017 | More on: BKL BKW RFG SOL
There’s no doubt about it.
A big fully-franked dividend yield looks fantastic in the current low cash rate environment, and this is exactly what’s being served up right now after Telstra Corporation Ltd’s (ASX: TLS) share price fell 6.5% last week.
As Bruce Jackson stated last week, Telstra’s mobile operations are operating in a competitive environment and it doesn’t appear to me that this is about to lessen anytime soon.
With revenue, profits and earnings-per-share in a downward trajectory, is there any point in owning shares in a business that is being challenged from all sides?
Consider this about Telstra:
Its revenues have increased from $23.7b to $25.8b between 2006-07 and 2015-16, a compound annual growth rate (CAGR) of only 0.85%
Earnings-per-share have fared little better over the last 10 years, increasing from 26.2 cents per share to 34.8 cents as at June 2016, a CAGR of 2.88%, and
The company’s dividends have increased from 28 cents per share 10 years ago to 31 cents per share today, a CAGR of approximately 1%
The most recent half-yearly results have also confirmed no increase in the interim dividend of 15.5 cents per share.
If the dividend is the sole reason for investing for many investors, then I’d argue there should be at least a semblance of growth in the income you expect to receive from placing your hard-earned capital at risk.
The Australian Consumer Price Index, for instance, has shown a CAGR of 2.37% over the 10 years to 30 June 2016.
If you’re relying on Telstra dividend income then, you’re falling behind in real terms as the growth in your dividends is failing to keep your household income up with the costs of living.
I believe if you’re buying shares to live off the income, there are better opportunities out there right now, even if the headline rate is less than that of Telstra’s. Consider these three below:
Blackmores Limited (ASX: BKL): http://www.cazadividendos.com/foros/tema/blackmores-limited-bkl/
Retail Food Group Limited (ASX: RFG): http://www.cazadividendos.com/foros/tema/retail-food-group-limited-rfg/
Brickworks Limited (ASX: BKW): http://www.cazadividendos.com/foros/tema/brickworks-limited-bkw/
Each of the three stocks above are ideal candidates for any SMSF portfolio and in addition to these three stock ideas, we’ve also compiled a report to help trustees keep their SMSF in top shape throughout 2017.
5 things every SMSF must do in 2017
Whether you’ve been running an SMSF for many years, or you’ve only just established one more recently, the income tax and regulatory environment in which SMSFs operate can be quite convoluted.
We’ve put together a list of the five most important things that we believe will help you keep your SMSF on the straight-and-narrow now and into the future.
Simply click here to access…
Motley Fool contributor Edward Vesely owns shares of Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia owns shares of Retail Food Group Limited and Washington H. Soul Pattinson and Company Limited. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.
"Atrévete a Vivir la Vida que has Imaginado" Henry James17/03/2017 a las 07:17 #15439
He abierto hilos para las tres empresas que has mencionado (Blackmores Limited, Retail Food Group Limited y Brickworks Limited) y hemos dejado este para Telstra. Así si alguien quiere hacer aportaciones para una de ellas quedará más ordenado.
Velo por el orden en el foro05/05/2017 a las 11:28 #18257
La cotización de Telstra (ASX:TLS) se había desplomado durante las dos últimos meses por la acumulación de malas noticias. El yield está entorno al 7% e incluso se especula con un posible recorte del dividendo. Hoy por fin hay buenas noticias y el valor ha recuperado un 4% en una sola jornada. Me planteo una posible entrada, es la mayor telco del país y lleva 17 años seguidos incrementando el dividendo (aunque como buena telco el crecimiento es más bien raquítico).
¿Alguién sabe si los dividendos no tienen retención en el origen (“fully franked”) a semejanza de otros valores australianos descritos en este artículo de CZD?
May 5 Australia’s competition watchdog said on Friday it will not regulate the nation’s mobile roaming market, in a favourable draft ruling for the country’s biggest telco, Telstra Corp Ltd, which can keep rivals from using its infrastructure.
There was “insufficient evidence” that regulating the market would improve competition, the Australian Competition and Consumer Commission chairman Rod Sims said in a statement, adding that a final decision is due mid-year.
Telstra, a former government-owned monopoly, operates Australia’s most extensive mobile network, and has argued against having to share its regional network with rivals such as Singapore Telecommunications’ Optus and and Vodafone Group at commercial rates.
The company had been lobbying strongly against government regulation of the mobile market, as it would hurt earnings and erode the benefits of a A$3 billion ($2.2 billion) mobile network upgrade Telstra announced last year.
The draft decision comes three weeks after Telstra stock was roiled by competitor TPG Telecom announcing it would build its own mobile network to rival Telstra’s.
The ACCC has previously twice decided against regulating the mobile roaming market
* Telstra welcomes ACCC draft decision on mobile roaming
* “if this decision is confirmed we will immediately move to expand our 4g coverage to reach 99% of population by later this year”
* about 600 base stations will be upgraded from 3g to 4g giving australian population access to a world leading 4g network
* “expect to see up to $1 billion of investment flow to small towns and regional centres across country over next five years”
Un optimista es un pesimista mal informado05/05/2017 a las 11:35 #18258
Me respondo a mí mismo. He encontrado este link que Preikestolen había colgado en otro hilo de acciones australianas:
Los dividendos de Telstra son “100% franked” y eso me pone mucho 😉
Un optimista es un pesimista mal informado05/05/2017 a las 11:57 #18261
yo llevo insurance australia group
los 2 son fully franked, por lo que la retencion origen es 0.
"Atrévete a Vivir la Vida que has Imaginado" Henry James05/05/2017 a las 12:00 #18262
desde luego IAG mejor percormance que Telstra…
pero que podemos esperar de las telecos?
mira T y VZ los ultimos dias…
Tambien llevo KPN.
"Atrévete a Vivir la Vida que has Imaginado" Henry James05/05/2017 a las 12:32 #18264desde luego IAG mejor percormance que Telstra… pero que podemos esperar de las telecos? mira T y VZ los ultimos dias… Tambien llevo KPN.
¿Cómo te las apañas para comprar en la bolsa australiana? ¿Trasnochando o madrugando? 😉
Australian Stock Exchange Normal Trading : 10:00-16:00 local time
Esto viene a ser de 02:00-08:00 hora española, ¿no?
Un optimista es un pesimista mal informado08/05/2017 a las 10:40 #18534
Inicio posición en Telstra (ASX:TLS) a 4.35AUD. Ha tocado madrugar un poco porque la bolsa australiana cerraba a las 08:00
Un optimista es un pesimista mal informado08/05/2017 a las 13:18 #18536
suerte, yo la compre algo mas cara.
Recordemos que el efecto de fully franked= no retencion en origen
ya la tenemos en empresas uk : vodafone etc…
"Atrévete a Vivir la Vida que has Imaginado" Henry James17/08/2017 a las 10:07 #23548
Telstra Corporation Ltd (ASX:TLS) Takes a Beating (-10.62%)
Revenue from continuing operations rose 0.4% to $28,205 million
Profit from continuing operations grew 1.1% to $3,874 million
Telstra’s profit fell 33%, but this is due to profits from the sale of Autohome in 2016 that were not repeated this year.
Telstra maintained its dividend at 31 cents per share.
Dividends in 2018 are expected to be up to 30% lower, at 22 cents per share.
Un optimista es un pesimista mal informado
Debes estar registrado para responder a este debate.