Top 5 Net Payout Yield Companies To Watch For 2014

The markets may have plunged yesterday on concerns that the Federal Reserve may soon pare back its $85 billion monthly bond-buying program, but you could hardly tell with new 52-week highs still outpacing new 52-week lows by a margin of three to two. For skeptics like me, that's an opportunity to see whether companies have earned their current valuations.

Keep in mind that some companies�deserve�their current valuations. Allegiant Travel (NASDAQ: ALGT  ) , for example, is creating cash flow hand over fist by luring in passengers with low ticket fees and then utilizing hefty optional fees such as on checked baggage, carry-on baggage, and food, which are almost pure margin plays, to add to its bottom line. The beauty of Allegiant's model is that many of these ancillary fees are purchased online or at electronic points of sale, meaning few employee costs.

Top 5 Net Payout Yield Companies To Watch For 2014: Gwr Resources Inc. (GWQ.V)

GWR Resources Inc., a junior exploration company, engages in the acquisition, exploration, and development of mineral properties in Canada. The company explores gold, copper, and magnetite properties. Its principal property includes the Lac La Hache porphyry copper-gold-silver/skarn copper-magnetite-gold-silver property located in the Quesnel Trough in British Columbia. The company was incorporated in 1987 and is based in Lac La Hache, Canada.

Top 5 Net Payout Yield Companies To Watch For 2014: Mediobanca(MDBI.MI)

Mediobanca S.p.A. provides lending and investment banking services to financial companies and private investors in Italy and rest of Europe. It offers consumer credit products, including personal and special purpose loans, credit cards, and salary-backed finance; corporate lending products, such as bilateral, club-deal, and syndicated loans; leveraged finance products comprising acquisition and LBO/MBO finance; structured finance products consisting of project, infrastructure, and real estate finance; and export finance products, including export credit, trade finance, L/C facilities, pre-export finance, commercial loans, untied loans, and Islamic finance. The company also provides finance leasing, mortgage lending, insurance products, deposits and current accounts, and investment products. In addition, it offers advisory services consisting of corporate finance; and fiduciary services, such as fiduciary administration of equity investments, and investments in market secur ity, as well as fiduciary services for issuers. Further, the company offers equity capital market products comprising IPOs, rights offerings, secondary offerings/accelerated book building, and equity-linked products; security brokerage services, such as equity research, equity distribution, and corporate broking services; strategic equity derivatives for equity holdings treasury shares management; direct investments and investments through fund stock units; equity-linked investments products; research services; and equity finance solutions consisting of securities lending, equity repo, and collateral financing. Additionally, it originates, structures, executes, and distributes bond issues; provides FI investor solutions, corporate solutions, private and retail solutions, and alternative advisory services; and offers private banking services, such as portfolio management, advisory and financing, and asset management services. The company was founded in 1946 and is headquarter ed in Milan, Italy.

Best Financial Stocks To Own Right Now: China Lodging Group Limited (HTHT)

China Lodging Group, Limited, together with its subsidiaries, develops, operates, and manages a chain of hotels in the People?s Republic of China. It operates HanTing Express Hotel that targets knowledge workers and value-conscious travelers; HanTing Seasons Hotel, which targets mid-level corporate managers and owners of small and medium enterprises; and HanTing Hi Inn for budget-constrained travelers. As of March 31, 2011, the company had 473 hotels consisting of 259 leased-and-operated hotels and 214 franchised-and-managed hotels; and 162 hotels under development, including 74 leased-and-operated hotels and 88 franchised-and-managed hotels. China Lodging Group, Limited was incorporated in 2007 and is headquartered in Shanghai, the People?s Republic of China.

Top 5 Net Payout Yield Companies To Watch For 2014: National CineMedia Inc.(NCMI)

National CineMedia, Inc., through its subsidiaries, operates a digital in-theatre network in North America. It develops, produces, sells, and distributes various versions of a branded, pre-feature entertainment, and advertising program called ?FirstLook? on theatre screens and advertising programming on its lobby entertainment network; and sells various forms of advertising and promotions in theatre lobbies. The company distributes Fathom business and consumer entertainment events through digital content network and live digital broadcast network utilizing its proprietary digital content software. It also facilitates business meetings, church services, and corporate marketing/communication events in the movie theatres throughout its theatre network; and distributes entertainment programming products, which include live and pre-recorded concerts, opera, symphony, concert and DVD product releases, theatrical premieres, Broadway plays, and other music events, as well as live sports and other special events. In addition, the company provides its services to third-party theatre circuits through network affiliate agreements. As of August 4, 2011, its advertising network had approximately 18,100 digital screens. The company was founded in 2005 and is headquartered in Centennial, Colorado.

Advisors' Opinion:

• [By Jeff Reeves]

  National CineMedia (NASDAQ: NCMI) is a massive in-theatre advertising network across North America, serving ads on screen and throughout cinema properties that reach almost 18,000 movie screens.

  Current Yield: 5% (80 cents a share annually)

  Dividend History: In June 2010, the company paid 18 cents a share for its quarterly dividend. This year, CineMedia will pay 20 cents a share. That’s an 11% dividend increase.

  Dividend Outlook: According to Bloomberg, National CineMedia has a three-year expected dividend growth rate of 10.3%.

  Recent Performance: The biggest flaw in NCMI is its recent performance. The company recently swung to a quarterly loss in its latest earnings report, and shares are off almost 20% year-to-date in 2011.

  Strong Outlook for Shares: Though a bit risky due to its recent earnings and stock performance, NCMI may be a strong growth buy as advertisers return to the screen and movie-goers head back to the theater. Revenue increased 9% from 2009 to 2010, and is set to grow 9% again this year. As we enter the blockbuster summer movie season, NCMI may be a good buy before a rebound.

Top 5 Net Payout Yield Companies To Watch For 2014: Yule Catto(YULC.L)

Yule Catto & Co plc, together with its subsidiaries, produces specialty chemicals. It offers vinyl dispersions, emulsions, synthetic latices, adhesives, styrene butadiene latex, natural rubber latex, nitrile butadiene latex, acrylic and styrene acrylic dispersions, liquid polybutadiene, polyvinyl alcohol, polyvinyl acetate, and alkyd and polyester resins to the surface coatings, construction, adhesives, glove dipping, carpets and non-woven, textile, and paper industries. The company is based in Harlow, the United Kingdom.