Hi everyone, I'm currently looking for high-dividend stocks that I think look undervalued. I would like to introduce you to my favorites and look forward to your additions. Let's get started:

$FMG (+0.36%) - Fortescue Metals Group

Fortescue is one of the world's leading iron ore producers with a dividend yield of 10.7%. The stock currently trades at a favorable P/E of 6.53 and shows upside potential of around 12% based on an intrinsic valuation of AUD 20.45. Despite a share price decline of over 36% last year, FMG remains an attractive candidate for dividend hunters due to its high EBIT margin (46.76%) and solid balance sheet.

$PLSV - Paratus Energy Services Ltd.

Paratus Energy Services is a specialist in offshore energy infrastructure, particularly in Mexico and Brazil. With a dividend yield of an impressive 21.05% and a forward P/E ratio of just 6.07, the share appears highly undervalued. The current share price is around NOK 44.66, while the fair value is estimated at around NOK 89.49 - an upside potential of over 50%. The high margins (EBIT margin: 46%) and stable cash flows make Paratus an exciting choice.

$KCC (+3.67%) - Klaveness Combination Carriers

KCC is a leading provider of combined cargo ships and offers an exceptional dividend yield of 18.4%. The share is currently trading at a P/E ratio of just 4.19 and is undervalued by around 35% compared to its fair value of around NOK 119. Despite a difficult year (-17.9%), the company impresses with strong net margins (33.29%) and a solid balance sheet.

$BCE (-1.1%) - BCE Inc.

BCE is one of Canada's largest telecommunications companies with a stable dividend yield of just under 12%. After a share price decline of about 14% last year, the stock is considered undervalued (fair value: ~$85). BCE benefits from its market-leading position and continued investment in fiber optic networks, which could support long-term growth.

$NPI (+0.12%) - Northland Power

Northland Power is a global renewable energy provider with a focus on offshore wind power. The share offers a dividend yield of 6.7% and is currently trading well below its fair value (fair value: ~$41). Analysts see upside potential of over 60%, supported by major projects such as Hai Long and Baltic Power.

$UKW (-0.33%) - Greencoat UK Wind

Greencoat UK Wind invests in UK wind farms and offers a stable dividend yield of around 10.5%. The current share price (~126p) is well below the average target price (190p), signaling upside potential of around 50%. Thanks to its inflation-linked dividend policy and solid cash flows, UKW remains an attractive option for long-term investors.

I look forward to your additions or opinions on these stocks!

$KCC (+3.67%)
The next big dividend is just around the corner

In the long term, one of the most interesting companies in my portfolio for my "upside-down" strategy.

The heavily overweighted high-dividend value "feeds" the dividend growth values "from above".

https://www.combinationcarriers.com/insights-and-news/kcc-third-quarter-2023-business-updatenbsp-dglpa-6z38c?utm_medium=email&_hsenc=p2ANqtz--zTeM6EdI9Jj9IBn2tHNZfiFqT1fIXdyYeiudisbgBUPV74c0Ml4H26eAxI03GBoXRTiE-nEHi_REO5_Um-BNKSUhfVg&_hsmi=302170976&utm_content=302170976&utm_source=hs_email

Unfortunately, the spread is currently quite high. Otherwise I would probably also run a small savings plan on it.

Klaveness Combination Carriers $KCC (+3.67%) - strong Q4 2023 figures - Solid cash flow, debt repayment and dividend increase 🥰

Webcast today 9:00 am:

https://www.combinationcarriers.com/kcc-q4-2023-financial-results

The most important aspect for me, which speaks to strategy and success (in a favorable market environment):

Dividends Q3 to Q4 2023 from 0.25 to 0.35 $; + 40 %

Dividends Q4 2022 to Q4 2023 from 0.3 to 0.35 $; + 20 %

https://5479070.fs1.hubspotusercontent-na1.net/hubfs/5479070/KCC%20Reports%20and%20Presentations/KCC%202023%20Q4%20Report.pdf

PS: I'm curious to see when the ETF nose will talk to me again.

@AlterMann
@TopperHarley
@Bullrider

Hot-running and switched to another value ($HAUTO (+2.44%) - transaction will follow as soon as the values have been entered correctly at DKB). Thus reduced from 7815 to 6615 shares.

I love the $KCC (+3.67%) Store. 🥰 (I know: "Never fall in love with a share." It's hard for me here).

Scandinavian stocks with dividend payouts wanted

Hello everyone,

somehow I like Scandinavian stocks with dividend payouts and now I would like to know from you if you have a company in your portfolio or in mind which interests you. If there is a REIT from Sweden, Norway, Finland... that I don't know, then that would also be great information. Stocks from other segments are also welcome.

So that I can give something back to the community, my favorite stocks (in which I am also invested) including a "blurb" from Trade Republic:

$KCC (+3.67%) - "Klaveness Combination Carriers ASA is a Norway-based fleet operator. The company owns and operates combination carriers that can switch between dry and wet freight transportation. Its fleet consists of 16

vessels, eight CABU vessels and eight CLEANBU vessels. The CABU (Caustic Soda-Bulk) and CLEANBU (Clean Petroleum Product-Bulk) vessels mainly transport Clean Petroleum Products (CPP) or Caustic Soda Solution (CSS) from refineries and production facilities in the Middle East/India, the Far East or the United States Gulf to end users or traders in Australia and South America, the world's major dry bulk export centers. On the return journey, the combination carriers transport bulk goods such as alumina, bauxite, grain, salt, iron ore and coal."

$HAUTO (+2.44%) - "Hoegh Autoliners ASA is a Norway-based company operating in the international shipping industry.

Hoegh Autoliners ASA is a holding company and business is conducted through the company's operating subsidiaries. The group is a provider of roll-on-roll-off (RoRo) transportation services. The company offers its customers safe ocean transportation of RoRo cargo such as cars, high and heavy machinery, breakbulk, Car Equivalent Units (CEU) and other rolling and static cargo."

$VAR (+0.82%) - "Spinnoff" from ENI - "Var Energi ASA is a pure upstream oil and gas company based in Norway. It operates four fields on the Norwegian Continental Shelf (NCS), located in the Barents Sea, the Norwegian Sea and the North Sea. The company's objective is the exploration, development and production of hydrocarbons. Var Energi is involved in large-scale national projects aimed at developing and demonstrating ways to reduce greenhouse gas (GHG) emissions. The company holds ownership interests in more than 30 partner-operated fields."

$VALMT (+0.33%) - "Valmet Oyj is a Finland-based company that develops and provides services and technologies for the pulp, paper and energy industries. The company's services cover the entire cycle from maintenance outsourcing to mill and plant improvements and spare parts. The

company operates in four business segments: Services, Pulp and Energy, and Paper, which includes the development of products and services and global customer projects in the paper, pulp, tissue, paper and board, and bioenergy industries; and the Automation segment, which includes process automation. The company operates both domestically and overseas, including South, Central and North America, China, Asia and Europe."

I am still looking for the "right" entry point for these stocks: $YAR (+0.77%)
$ELK (-1.52%)

If you have any questions about the values, I can certainly go into them in more detail.

Thank you very much.