Deep Value Dividend Growth Index Month 11 Update: The Top 30 Undervalued Dividend Growth Stocks To Buy Right Now

Posted On October 1, 2017 2:14 pm

Portfolio Update:

It was a busy month for the DVDGI most notably because Uniti Group (UNIT), which I consider to be the best undervalued high-yield opportunity of the year, sliding so aggressively, and resulting in copious amounts of buying. It’s interesting to note that despite this position growing into a behemoth for us, we are still crushing the market thanks to a recovery in oil prices and rising MLPs (which make up a large portion of the portfolio).

Meanwhile, the number of undervalued stocks we added at the end of the month has shrunk a bit, from 38 to 30, but there are still plenty of great opportunities.

  1. L Brands (LB): 40% undervalued
  2. Shire (SHPG): 30%
  3. Kroger (KR); 30%
  4. Hanesbrands (HBI): 28%
  5. McKesson (MCK): 27%
  6. CVS Health (CVS): 25%
  7. Macerich (MAC): 25%
  8. Twenty-First Century Fox (FOXA): 25%
  9. Disney (DIS); 24%
  10. Qualcomm (QCOM): 24%
  11. Delta Airlines (DAL): 23%
  12. Williams-Sonoma (WSM): 23%
  13. Compass Minerals International (CMP): 23%
  14. AmerisourceBergen (ABC): 22%
  15. NetEase (NTES): 22%
  16. Nike (NKE): 21%
  17. General Motors (GM): 21%
  18. Cardinal Health (CAH): 20%
  19. British Telecom (BT): 20%
  20. Medtronic (MDT): 20%
  21. Kimco Realty (KIM): 20%
  22. Starbucks (SBUX): 19%
  23. HollyFrontier (HFC): 18%
  24. Enbridge (ENB): 18%
  25. Expedia (EXPE): 18%
  26. Wells Fargo (WFC): 18%
  27. Lazard (LAZ): 16%
  28. Valero Energy Partners (VLP): 16%
  29. Simon Property Group (SPG): 16%
  30. Andeavor (ANDV): 15%

In addition, each month we add to our highest yielding stocks, as long as the payout remains secure.

  1. Uniti Group (UNIT)
  2. DynaGas LNG Partners (DLNG)
  3. New Residential Investment Corp (NRZ)
  4. Alliance Holdings GP (AHGP)
  5. Golar LNG Partners (GMLP)
  6. Sprague Resources (SRLP)
  7. Hoegh LNG Partners (HMLP)
  8. Ciner Resources (CINR)
  9. Delek Logistics Partners (DLK)
  10. Global Medical REIT (GMRE)
  11. KNOT Offshore Partners (KNOP)



About author

Dividend Sensei
Dividend Sensei

I'm an Army veteran and former energy dividend writer for The Motley Fool. I currently write for both Seeking Alpha, Simply Safe Dividends, and DividendSensei.com My goal is to help all people learn how to harness the awesome power of dividend growth investing to achieve their financial dreams, and enrich their lives. With 22 years of investing experience, I've learned what works and more importantly, what doesn't, when it comes to building long-term wealth and income streams. I'm currently on an epic quest to build a broadly diversified, high-quality, high-yield dividend growth portfolio that: 1. Pays a 5% yield 2. Offers 7% annual dividend growth 3. Pays dividends AT LEAST on a weekly, but preferably, daily basis

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