Thursday, August 18, 2011

Nineteen Food and Agribusiness Stock Picks Based Upon Dividend Yield

KM: Savers have few options these days and are in need of both safety and yield. The previously unsexy area of agribusiness has gotten almost everyone's attention by now, even that of Meredith Whitney's. (See Meredith Whitney's Statement about Agriculture and Commodities Becoming our Next Decade's Structural Change.)

Listed in the table below are nineteen stocks which passed my screening based upon dividend yield, PEG ratios and analysts ratings. I included railroads since they are an important agricultural commodity transport method, although they are less specifically related to Ag. The list is in the order of dividend yield from largest to smallest. Buying a basket within the list would diversify risk, of course, as would timed buying in this risky and volatile time period, as I see that stocks are falling again this AM as I prepare to post this listing.

StockSymbolYield Dividend
PE5-yr PEG Mean Analyst Recommendation
(1.0=Strong Buy
5.0=Strong Sell)
Current
Price
52-Week Range
DuPont
DD
3.40%
1.64
12.95
1.15
2.0
46.73
38.71 - 57.00
Kraft Foods
KFT
3.30%
1.16
19.73
1.53
1.8
34.53
28.85 -36.30
Lance Inc.
LNCE
3.10%
.64
n/a
1.67
2.0
20.41
17.06 - 24.26
McDonalds
MCD
2.80%
2.44
17.71
1.61
1.9
87.50
72.14 - 89.57
Scotts Miracle-Gro Co.
SMG
2.60%
1.20
16.22
1.42
2.2
45.55
42.03 - 60.00
Diageo PLCDEO
2.60%
2.02
16.39
1.52
2.2
77.87
64.79 - 85.53
Norfolk Southern
NSC
2.50%
1.72
14.42
.89
1.9
68.30
51.53 - 78.40
Siemens AG
SI
2.50%
2.70
14.46
.29
2.3
106.68
88.81 - 146.74
Deere & Co.
DE
2.18%
1.69
12.77
1.07
2.0
74.26
60.45 - 99.80
CSX Corp.
CSX
2.10%
.48
14.51
.83
1.9
22.56
15.50 - 27.06
Union Pacific
UNP
2.00%
1.90
15.30
.86
1.7
91.93
70.34 - 107.89
Caterpillar Inc.
CAT
2.00%
1.84
14.50
.73
2.1
87.64
63.34 - 116.55
YUM! Brands, Inc.
YUM
1.90%
1.00
20.62
1.41
2.2
51.34
41.00 - 57.75
Kroger Co.
KR
1.80%
.42
12.64
1.19
2.0
23.38
19.67 - 25.85
CNH Global
CNH
.94%
.42
9.54
.63
2.3
30.36
27.01 - 54.45
CF Industries
CF
.90%
1.60
12.17
.78
2.1
171.91
85.37 - 172.92
Joy Global
JOYG
.90%
.70
15.89
.67
2.3
79.41
44.25 - 103.44
Valmont Ind.
VMI
.80%
.72
17.65
1.22
1.9
88.09
66.73 - 116.02
KMG Chemicals
KMGB
.60%
.10
14.93
.94
1.0
15.42
12.80 - 20.69
Prices quoted: end 8/18/11.
This is not investment advice. Please do your own due diligence. Data obtained from Yahoo Finance.
Disclosure: I own none of these stocks.