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I always hunt for high-quality FTSE 100-A dividends not growing. I believe in the theory of “bird in my hand” – I prefer to pay cash (in the form of dividends) than to wait for growth tomorrow.
Of course, long -term investing concerns balance and diversification. The best dividend payers may not be the same in 10 or 20 years. Dividend policy may also change, which can quickly change the portfolio balance.
However, there is something to say for enormous, stable supplies of FTSE 100 dividends in the defense or non -union industries. I chose two of my current favorites, which investors should consider for additional performance.
The biotechnology company leading in the industry
GSK (LSE: GSK) is one of the FTSE 100 stocks, for which I have an eye. The actions of the biotechnology/pharmaceutical giant have dropped by 9.5% in the last 12 months and are £ 15.14 when I write on March 21.
The tariff war led by President Trump, combined with the threat of reduced HIV financing, valued the company’s valuation under pressure.
However, I like GSK as a market leader in an unlimited industry that pays well. His shares have a dividend performance of 4%, above the average foot 3.5%.
Another factor that I like is size. GSK is a giant of a British index with a enormous capitalization with market capital worth 62 billion pounds. Add your opulent history as a dividend payer and you can definitely look at it.
I also like his shareholders warm rules. Management recently announced that an additional 2 billion GBP is to be returned to shareholders within 18 months from the date of the FY24 results.
Of course, geopolitical risk is increased for an international corporation such as GSK. If we see further Tit-For-Tat tariffs, it may exert more pressure on the price of the action.
In addition to many years of risk, which faces market leaders in the industry, such as the uncertain success of the drug test and unforeseen regulatory changes.
The best consumer stocks
Other faot dividends for investors are now J Sainsbury (LSE: SBRY). The supermarket giant can also boast of coherent dividend payments and operates in a typical non -specific industry.
Food groceries are an extremely competitive business, and margins are slender. Is Tesco To compete with many other, trying to compete in the field of products and prices.
However, Sainbury’s is a powerful brand and currently offers market capital worth 5.6 billion pounds. If you consider the current performance of a company of 5.5%, I think it may have some merits.
Has significant obligations in the balance sheet with the net debt position (including leasing liabilities) in the amount of 5.5 billion GBP. Of course, the utilize of the lever can strengthen the return on equity for the company’s shareholders, but increases the risk of financial stress or failure to perform the obligation.
Game in a supermarket can quickly change in the form of shortages of products, novel participants and price wars. Although I think that the higher performance of Ja Sainsbury can compensate for this compared to peers, it is not budget-friendly, considering 34 profit price indicator (p/e).
Verdict
These are only two of my favorite stocks of the FTSE 100 dividends, which in my opinion are worth watching.
Each of them has a powerful market position in typical defensive industries. This can make them good candidates to add some efficiency to the diverse buy and service portfolio.