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£2k to invest? I’d buy FTSE 100 defensive dividend growth stock Tesco

first_img Image source: Getty Images “This Stock Could Be Like Buying Amazon in 1997” I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Enter Your Email Address Before the accounting scandal broke in 2014, Tesco (LSE: TSCO) was considered to be one of the FTSE 100’s top income stocks. It’s taken the firm five years to recover.However, it now looks as if the business is on track to earn this title once again. This dividend growth potential, coupled with the firm’s defensive nature, could make it the perfect pick for your portfolio in the current uncertain market environment.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…Dividend growthWhen Dave Lewis was parachuted into the CEO role at Tesco, the supermarket giant’s reputation was in tatters. The retailer had been ignoring the needs of its customers for years. On top of this, the accounting scandal had floored its reputation in the City, and a dividend cut had sent income investors running for the hills.Lewis set out with a plan to turn the business around. He wanted to cut prices, costs and improve efficiency. The then new-CEO set out a 4% operating margin target.Tesco’s turnaround has now run its course and, as promised, its margins have recovered. This is excellent news for income investors. Net income has jumped from £138m in 2016 to £1.3bn for 2019, allowing Tesco to reinstate its dividend.The payout was reintroduced at 3p per share in 2018. It was hiked 92% to 5.8p for fiscal 2019 and is set to grow further over the next two years. The City reckons the dividend could hit 9.3p per share in fiscal 2021. This suggests a dividend yield of 3.6% on the current share price.Special payoutAs well as its rising dividend, there’s also a chance Tesco could issue a special dividend when it completes the sale of its large Thai and Malaysian operations. It has been reported three Thai family conglomerates have expressed interest. They could be prepared to offer as much as $10bn, according to the City.It remains to be seen what Tesco does with this cash, if or when the company does sell. However, analysts are speculating management could either distribute the money with a special dividend or buy back stock.The funds received would be enough to push earnings per share higher by 10% if used for a buyback, which suggests the stock could rise 10% from current levels if Tesco takes this course of action.Growth potentialConsidering all of the above, the near term outlook for shares in Tesco looks favourable. The company’s long-term prospects are bright as well.Tesco is unlikely to be unseated from its position as the largest retailer in the country any time soon. What’s more, as the UK’s population and wealth continue to expand, the group’s revenues and profits should only head higher.As such, now could be an excellent time to snap up Tesco shares if you’re looking for a long-term dividend growth investment. Now that its recovery is complete, it seems there’s nothing that can hold back the retailer’s growth. Rupert Hargreaves | Monday, 24th February, 2020 | More on: TSCO £2k to invest? I’d buy FTSE 100 defensive dividend growth stock Tesco Rupert Hargreaves owns no share mentioned. The Motley Fool UK has recommended Tesco. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.center_img Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. Simply click below to discover how you can take advantage of this. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. Our 6 ‘Best Buys Now’ Shares See all posts by Rupert Hargreaveslast_img read more

I think £3k invested in these 3 top stocks today could help you retire early

first_imgSimply click below to discover how you can take advantage of this. Roland Head owns shares of Close Brothers Group. The Motley Fool UK has recommended Britvic, Howden Joinery Group, and Lloyds Banking Group. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. “This Stock Could Be Like Buying Amazon in 1997” History isn’t always a reliable guide to the future. But in my experience, companies with a history of strong profitability and shareholder returns are more likely to perform well in the future, even during tough times. I’ve selected three shares today that I think are among the top stocks to buy today for investors building a long-term portfolio.A family favouriteMy first pick is soft drink firm Britvic (LSE: BVIC), whose UK brands include Fruit Shoot, Robinsons, J2O, Purdey’s, and Tango. The firm also produces drinks for PepsiCo under licence in the UK.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…I don’t know anyone who hasn’t consumed at least one Britvic product at some time in their lives. For many people it’s a daily event.You might expect sales to have held up well during lockdown, but unfortunately the group’s exposure to the pub and restaurant trade means sales fell by 16% during the three months to 30 June.The Britvic share price is down by around 12% this year, reflecting this weakness. However, management say they have seen strong growth in sales for at-home drinking and have gained market share. Over time, I expect the hospitality trade to recover too, fuelling continued growth.Looking ahead, Britvic shares trade on 14.5 times 2020–21 forecast earnings, with an expected dividend yield of around 3%. I see this as a top stock for investors looking for defensive picks.Kitchen upgrades could be popularLockdown and home working has turned many more people into enthusiastic home cooks. I think that could translate into healthy demand for new kitchens over the coming months.The latest figures from kitchen specialist Howden Joinery (LSE: HWDN) seem to support this view. Although sales fell by 29% during the first half of this year, the company says that during the four weeks to 11 July, sales were slightly ahead of the same period last year.The company says that a lot will depend on its key trading period in late autumn. It’s too soon to be sure if Howden will be able to avoid a recession-led slump in sales.However, I’ve admired this business for many years. It benefits from strong management, high profit margins, and has delivered steady growth – the stock has doubled since 2013.Howden’s share price is down by nearly 20% so far this year. Although the shares still trade on 18 times 2021 forecast earnings, I think this could be a fair price for a good business.A top stock for bankersMy final pick is City merchant bank Close Brothers Group (LSE: CBG). This FTSE 250 firm has been in business for more than 140 years and specialises in business lending.Close Brothers’ profitability is significantly higher than the big high street banks, thanks to its different lending profile. The group’s net interest margin was 7.6% during the first quarter of this year. The equivalent figure for Lloyds was 2.8%.Close Brothers’ share price performance reflects this. The group’s shares have fallen by 13% over the last year, compared to a drop of nearly 50% for Lloyds.The bank expects bad debts to rise over the coming year but is confident these can be handled. I’m confident too – Close Brothers has traded successfully through many recessions, including the 2008 financial crisis.As a long-term investment, I see this as one of the top stocks in the banking sector. I think £3k invested in these 3 top stocks today could help you retire early Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! Enter Your Email Addresscenter_img Our 6 ‘Best Buys Now’ Shares I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Roland Head | Friday, 24th July, 2020 | More on: BVIC CBG HWDN Image source: Getty Images. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. See all posts by Roland Headlast_img read more