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     Symbol      Company      Date Added Price
     Gain/Loss (%)
Nektar Therapeutics 47.00 International Ltd 64.00
Arcos Dorados Holdings Inc. 15.00
SPDR Gold Shares 139.00
Danaher 99.00
Diamondback Energy, Inc. 130.00
ACADIA Pharmaceuticals Inc. 55.00
Autoliv, Inc. 134.00
Synaptics Incorporated 64.00
Alibaba Group Holding Limited 195.00
The Hain Celestial Group, Inc. 62.00
WisdomTree Japan Hedged Real Estate ETF 32.00
HDFC Bank Limited 62.00
Visa Inc. 117.00
Itau Unibanco Holding S.A. 18.00
Ionis Pharmaceuticals, Inc. 65.00
Incyte Corporation 145.00
Cheniere Energy, Inc. 62.00
Targa Resources Corp. 60.00
Xylem Inc. 63.00
Statoil ASA 24.00
MGM Resorts International 39.00
OncoGenex Pharmaceuticals, Inc. 22.00

Helmerich & Payne, Inc. (HP)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Picks for the Permian Boom Part 2–Among shovel-makers my choice is Helmerich & Payne

The sell off in the oil sector over the last couple of days makes this a good time to move on to another set of picks, shares of those companies that supply the “shovels,” in this case the drilling rigs–that make the boom in the Permian Basin possible. Way, way back to the Gold Rush in California and the Gold Rush in Alaska–and before–the people who made the most reliable money in commodity booms weren’t the prospectors who took all the risk but the folks who sold them the shovels, the food, the mining pans and more that made looking for gold possible.

Posted in Buy, Dividend Income Portfolio, HP | Tagged , , , , | Leave a comment

ING Groep N.V. (ING)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Buying ING in my Dividend Portfolio tomorrow

Tomorrow I’ll be adding ING Groep (ING) to my Dividend Portfolio. The Dutch-headquartered banking company pays a 4.87% yield. Five reasons to buy ING now. Three macro reasons. Growth in Europe, especially in the company’s German market, has picked up.

Posted in Breaking News, Buy, Dividend Income Portfolio, ING | Tagged , , | 2 Comments

Tapistry Inc (TPR)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

VanEck Vectors Pref Secs ex Fincls ETF (PFXF)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Buy Market Vectors Preferred ETF

It’s common these days for personal finance gurus, financial advisors, and, of course, mutual fund company CEOs to lament the proliferating flavors of ETFs (exchange traded funds.) And I’d agree that we probably really don’t need an ETF that gives the owner three-times downside leverage to the price of oil, or one that specializes in […]

Posted in PFXF | 1 Comment

Kinder Morgan, Inc. (KMI)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Kinder Morgan affirms 2018 dividend hike

Kinder Morgan (KMI) ) reported third quarter earnings today a scant penny a share above Wall Street’s projections at 15 cents a share. Revenue slipped 1.5% year over year to $3.28 billion but still exceeded expectations of $3.21 billion. Most importantly–especially since I hold Kinder Morgan in my Dividend Portfolio–the company affirmed that it was on track to raise the annual dividend to 80 cents a share in 2018

Posted in Breaking News, Dividend Income Portfolio, KMI, Update | Tagged , , | Leave a comment

Verizon Communications Inc. (VZ)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Why AT&T’s bid for Time Warner, even if not smart in itself, raises odds that Verizon will buy Yahoo

On Monday, October 24,  the U.S. stock market expressed its doubts that the AT&T (T) bid for Time Warner would go through/should go through. But despite those doubts I think the mere fact of the bid increases the likelihood that Verizon (VZ) will buy Yahoo (YHOO) no matter how big Verizon’s doubts may be about the $4.8 billion deal after Yahoo confirmed that it had been hacked in 2014 and that the hackers had made off with user names and passwords on 500 million accounts. Time Warner (TWX) shares dropped 3.06% to $86.74 on October 24. That’s far south of the $85.4 billion–or $107.50 a share in cash and stock–that AT&T has offered. Seems like Wall Street isn’t convinced the deal will go through. Or that it should. (Time Warner shares closed at $87.47 on Friday, October 28.) Why?

Posted in Dividend Income Portfolio, Update, VZ, You May Have Missed | Tagged , , , , , , | Leave a comment

Exxon Mobil Corporation (XOM)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Selling ExxonMobil out of my long-term 50 Stocks portfolio; keeping it in my Dividend portfolio

ExxonMobil (XOM) is a hard company to characterize: it does some things so well that it has no peer and it does some things poorly enough to put the company in the middle of the oil company pack. On the very big plus side, nobody does the integration of refineries and chemical production facilities as well as ExxonMobil does

Posted in Breaking News, Jubak Top 50 Portfolio, Sell, XOM | Tagged , , , , , , | Leave a comment

Targa Resources Corp. (TRGP)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Targa Resources can climb from here but the attraction is the 8% dividend

Last year prices for natural gas liquids fell even faster than oil prices did. Hard as that may be to believe. Which is why the price for shares of Targa Resources are down 23.16% for the last twelve months This year natural gas liquids have recovered faster than oil prices. Which is why the shares of this company, which runs a network of pipelines and storage facilities heavy on the transport of natural gas liquids, are up 62.66% for 2016 through September 2.

Posted in Breaking News, TRGP, Update | Tagged , , , | Leave a comment

Western Gas Partners, LP (WES)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Energy MLP and Dividend Portfolio member Western Gas Partners increases distribution

Western Gas Partners (WES), a master limited partnership (MLP) that’s a member of my Dividend Portfolio, announced today that it would pay a quarterly distribution of 86 cents per unit for the fourth quarter of 2016.

Posted in Dividend Income Portfolio, Update, WES | Tagged , , , , | Leave a comment

Westpac Banking Corporation (WBK)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

New tax proposal knocks back shares of Australian banks including my Dividend Portfolio pick Westpac Banking

The new Australian federal budget includes a 6 basis point (100 basis points equal one percentage point) annual tax on liabilities at the country’s five biggest banks. The tax would apply to liabilities including senior bonds, covered bonds, subordinated bonds and all retail deposits above A$250,000 per individual. The levy would raise about A$6.2 billion over four years, the government estimates, and is designed to reassure credit rating companies that have begun to question the government’s spending. The proposed tax would reduce earnings at major banks by about 4.5%, Morgan Stanley estimates

Posted in Breaking News, Dividend Income Portfolio, WBK, Z-SYMBOLS (select below) | Tagged , , , | Leave a comment

General Electric Company (GE)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Earnings day of truth for General Electric tomorrow

There’s little doubt that tomorrow’s third quarter earnings report from General Electric–due before the market opens–will be one of those kitchen sink quarters. New CEO John Flannery is sure to want to mark his accession to the corner office two and a half months ago with big job cuts, even more cost reductions than the $2 billion announced for 2017 and 2018, further asset sales, and a reset to the now outdated goal of $2.00 a share in earnings for 2018.

Posted in Breaking News, Dividend Income Portfolio, GE | Tagged , , , | Leave a comment

ONEOK Partners, L.P. (OKS)
Symbol Date Added Buy Price Price Now Change Jubak's Gain/Loss (%)

Bye,bye MLP: OKE to acquire master limited partnership OKS

It’s not exactly an uncommon kind of transaction these days: General partner ONEOK (OKE) will acquire Master Limited Partnership ONEOK Partners (OKS) for $9.3 billion in stock. (For example, Targa Resources (TRGP) rolled up its MLP Targa Resources Partners this way in 2016.) The conversion rate is 0.985 shares of ONEOK (OKE) for each unit of ONEOK Partners (OKS) that it doesn’t currently own. (OKE owned 40% of OKS before this transaction.) That works out of a 22.4% premium to the closing price of ONEOK Partners on January 27, 2017 of $44.20.

Posted in Dividend Income Portfolio, OKS | Tagged , , , , , , | 1 Comment

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