{"id":10872,"date":"2022-09-19T18:06:48","date_gmt":"2022-09-19T23:06:48","guid":{"rendered":"http:\/\/blog.jlbn.net\/?p=10872"},"modified":"2022-09-19T18:06:50","modified_gmt":"2022-09-19T23:06:50","slug":"morgan-stanleys-quant-screen-chooses-dividend-stocks-to-own-and-avoid","status":"publish","type":"post","link":"http:\/\/blog.jlbn.net\/?p=10872","title":{"rendered":"Morgan Stanley\u2019s quant screen chooses dividend stocks to own and avoid"},"content":{"rendered":"\n<p>Morgan Stanley\u2019s quant screen chooses dividend stocks to own and avoid<\/p>\n\n\n\n<p>Morgan Stanley ran a quantitative screen based on analyst research to identify best risk and reward among dividend-paying stocks.<\/p>\n\n\n\n<p>\u201cThis methodology compares upside\/downside to price target, projected dividend yields, and bull-bear spread, and 1-year volatility to optimize risk and return metrics,\u201d Nicholas Lentini and team wrote in a note. \u201cWe then ran the final \u2018To Own\u2019 and \u2018To Avoid\u2019 stocks by our coverage analysts as a fundamental overlay.\u201d<\/p>\n\n\n\n<p>The lists \u201crepresent the top and bottom two deciles of total return (PT upside + dividend yield) stocks as ranked by our model,\u201d he said.<\/p>\n\n\n\n<p>The systematic top dividend stocks to own are:<\/p>\n\n\n\n<ul><li>Eastman Chemical (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/EMN?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">EMN&nbsp;<\/a>), dividend yield 3%, total expected return 77%<\/li><li>LyondellBasell (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/LYB?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">LYB&nbsp;<\/a>), 9%, 41%<\/li><li>Linde (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/LIN?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">LIN&nbsp;<\/a>), 2%, 29%<\/li><li>Air Products and Chemicals (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/APD?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">APD&nbsp;<\/a>), 3%, 30%<\/li><li>Public Service Enterprise (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/PEG?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">PEG&nbsp;<\/a>), 3%, 25%<\/li><li>FirstEnergy (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/FE?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">FE&nbsp;<\/a>), 4%, 36%<\/li><li>Vistra (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/VST?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">VST&nbsp;<\/a>), 3%, 35%<\/li><li>AES (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/AES?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">AES&nbsp;<\/a>), 3%, 27%<\/li><li>Crown Holdings (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/CCK?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">CCK&nbsp;<\/a>), 1%, 42%<\/li><li>Visa (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/V?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">V&nbsp;<\/a>), 1%, 44%<\/li><li>MasterCard (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/MA?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">MA&nbsp;<\/a>), 1%, 38%<\/li><li>AT&amp;T (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/T?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">T&nbsp;<\/a>), 6%, 29%<\/li><li>AbbVie (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/ABBV?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">ABBV&nbsp;<\/a>), 4%, 42%<\/li><li>Royalty Pharma (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/RPRX?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">RPRX&nbsp;<\/a>), 2%, 20%<\/li><li>Yum! Brands (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/YUM?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">YUM&nbsp;<\/a>), 2%, 29%<\/li><li>Wells Fargo (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/WFC?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">WFC&nbsp;<\/a>), 3%, 44%<\/li><li>Citizens Financial Group (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/CFG?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">CFG&nbsp;<\/a>), 5%, 41%<\/li><li>Regions Financial (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/RF?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">RF&nbsp;<\/a>), 4%, 31%<\/li><li>Ross Stores (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/ROST?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">ROST&nbsp;<\/a>), 1%, 37%<\/li><li>TJX (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/TJX?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">TJX&nbsp;<\/a>), 2%, 24%<\/li><li>Ferrari (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/RACE?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">RACE&nbsp;<\/a>), 1%, 51%<\/li><li>Energy Transfer (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/ET?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">ET&nbsp;<\/a>), 11%, 34%<\/li><li>Western Midstream (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/WES?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">WES&nbsp;<\/a>), 8%, 31%<\/li><li>Plains All American (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/PAA?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">PAA&nbsp;<\/a>), 8%, 30%<\/li><li>Philip Morris (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/PM?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">PM&nbsp;<\/a>), 5%, 21%<\/li><li>Invitation Homes (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/INVH?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">INVH&nbsp;<\/a>), 2%, 23%<\/li><li>Raytheon (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/RTX?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">RTX&nbsp;<\/a>), 2%, 35%<\/li><li>Diamondback Energy (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/FANG?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">FANG&nbsp;<\/a>), 9%, 36%<\/li><li>Microchip Technology (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/MCHP?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">MCHP&nbsp;<\/a>), 3%, 27%<\/li><li>Primoris Services (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/PRIM?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">PRIM&nbsp;<\/a>), 1%, 55%<\/li><li>Nike (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/NKE?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">NKE&nbsp;<\/a>), 1%, 39%<\/li><li>Comcast (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/CMCSA?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">CMCSA&nbsp;<\/a>), 3%, 39%<\/li><li>Microsoft (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/MSFT?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">MSFT&nbsp;<\/a>), 1%, 33%<\/li><li>CDW (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/CDW?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">CDW&nbsp;<\/a>), 1%, 28%<\/li><li>Zoetis (&nbsp;<a href=\"https:\/\/seekingalpha.com\/symbol\/ZTS?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\" rel=\"noreferrer noopener\">ZTS&nbsp;<\/a>), 1%, 66%<\/li><\/ul>\n\n\n\n<p>The stocks to avoid are:<\/p>\n\n\n\n<ul><li>Consolidated Edison (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/ED?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">ED\u00a0<\/a>), 3%, -11%<\/li><li>Southern (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/SO?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">SO\u00a0<\/a>), 4%, -8%<\/li><li>Caterpillar (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/CAT?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">CAT\u00a0<\/a>), 3%, -23%<\/li><li>Lumen Technologies (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/LUMN?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">LUMN\u00a0<\/a>), 2%, -9%<\/li><li>Lazard (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/LAZ?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">LAZ\u00a0<\/a>), 5%, -13%<\/li><li>American Eagle (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/AEO?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">AEO\u00a0<\/a>), 4%, -28%<\/li><li>Kohl\u2019s (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/KSS?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">KSS\u00a0<\/a>), 5%, -30%<\/li><li>Urban Edge (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/UE?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">UE\u00a0<\/a>), 4%, -9%<\/li><li>Lithia Motors (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/LAD?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">LAD\u00a0<\/a>), 1%, -20%<\/li><li>Penske Automotive (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/PAG?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">PAG\u00a0<\/a>), 2%, -22%<\/li><li>Group 1 Automotive (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/GPI?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">GPI\u00a0<\/a>), 1%, -23%<\/li><li>Sonic Automotive (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/SAH?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">SAH\u00a0<\/a>), 2%, -40%<\/li><li>FactSet (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/FDS?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">FDS\u00a0<\/a>), 1%, -23%<\/li><li>Brown-Forman (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/BF?utm_medium=referral&amp;utm_source=quotemedia.com.B\" target=\"_blank\">BF.B\u00a0<\/a>), 1%, -12%<\/li><li>Watsco (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/WSO?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">WSO\u00a0<\/a>), 3%, -26%<\/li><li>eBay (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/EBAY?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">EBAY\u00a0<\/a>), 2%, -15%<\/li><li>UPS (\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/symbol\/UPS?utm_medium=referral&amp;utm_source=quotemedia.com\" target=\"_blank\">UPS\u00a0<\/a>), 3%, -23%<\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Morgan Stanley\u2019s quant screen chooses dividend stocks to own and avoid Morgan Stanley ran a quantitative screen based on analyst<\/p>\n","protected":false},"author":1,"featured_media":10873,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[254,3421,3422],"tags":[3431,888,3425],"_links":{"self":[{"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=\/wp\/v2\/posts\/10872"}],"collection":[{"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10872"}],"version-history":[{"count":1,"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=\/wp\/v2\/posts\/10872\/revisions"}],"predecessor-version":[{"id":10874,"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=\/wp\/v2\/posts\/10872\/revisions\/10874"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=\/wp\/v2\/media\/10873"}],"wp:attachment":[{"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10872"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.jlbn.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}