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Buy Verizon (VZ)

Buy Verizon (VZ)

Tomorrow, October 23, I will add shares of Verizon (VZ) to my Dividend Income Portfolio. Verizon’s shares closed at $45.89 on October 22 with a 5.06% yield. Verizon reported third quarter earnings on October 20. By and large the numbers were so-so. Earnings of $1.04 a...
Buy Cummins (CMI) for my dividend portfolio

Buy Cummins (CMI) for my dividend portfolio

Cummins (CMI) is a cyclical that’s good at being a cyclical. Which is why I’ll be adding the stock to my JubakPicks Dividend Portfolio tomorrow. The shares closed today, October 12, at $111.98, down from the top of its 52-week range at $151 (and not too far off the...
Exxon Mobil (XOM)

Exxon Mobil (XOM)

Normally I look for dividend yields above 4% or 5% for my dividend income portfolio. On this measure, Exxon Mobil (XOM) with its 3.35% yield isn’t exactly an astounding opportunity. But something out of a recent report from Goldman Sachs caught my eye: Exxon Mobile...
Cummins (CMI)

Cummins (CMI)

When on April 30 Cummins (CMI) announced that the first quarter would mark the low point in revenue for 2013, markets ignored the news and instead focused on the company’s big first quarter earnings miss. (You have to admit missing by 37 cents a share and reporting a...
Buy NGLS

Buy NGLS

I added Targa Resources Partners (NGLS) to my Dividend Income portfolio http://jubakpicks.com/jubak-dividend-income-portfolio/ on January 11 because the units offer a really attractive potential for dividend growth and capital gains. The current dividend, at 6.81% on...
INTC

INTC

INTC posted on January 18, 2013 at 2:34 pm Edit This Print This Post intel When I added Intel (INTC) to my dividend income portfolio on January 11...
SeaDrill

SeaDrill

When I posted my most recent update of my Dividend Income portfolio http://jubakpicks.com/2012/07/03/if-you-want-to-earn-more-dividend-income-youll-have-to-put-up-with-more-volatility-what-you-want-to-avoid-is-a-permanent-impairment-of-capital/ on July 3, I promised...
General Electric (GE)

General Electric (GE)

In my February 3 post http://jubakpicks.com/2012/02/03/looking-for-higher-dividend-yields-and-dividend-growth-here-are-three-picks/#more-8475 I added three stocks to my dividend income portfolio http://jubakpicks.com/jubak-dividend-income-portfolio/ and dropped three....
Buy Yamana Gold (AUY)

Buy Yamana Gold (AUY)

Now that’s more like it. When I dropped Kinross Gold (KGC) from my long-term Jubak Picks 50 portfolio http://jubakpicks.com/jubak-picks-50/ on January 13 I said that what I wanted in a gold mining stock was a company with low production costs and rising production....

Buy TRW Automotive (TRW)

I’ll take it—the fourth quarter earnings report that is. And I’m going to add TRW Automotive Holdings to Jubak’s Picks today, February 22. (Well, actually I’ll add it to the portfolio when the market opens tomorrow February 23. The stock  fell by 3.2% today. In the...

Buy Banco Bilbao Vizcaya Argentaria (BBVA)

The draconian reform of Spain’s undercapitalized caja banking sector is shaping up as a major opportunity for Spain’s big international banks Banco Santander (STD) and Banco Bilbao Vizcaya Argentaria (BBVA).  The biggest opportunity lies with Banco Bilbao, I think,...

Buy Fluor (FLR)

Doing some catch up on this stock. I added Fluor (FLR) to the Jubak Picks 50 long-term portfolio http://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....

Buy Baidu (BIDU)

Doing some catch up on this stock. I added Baidu (BIDU) to the Jubak Picks 50 long-term portfolio http://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....

Buy Precision Castparts (PCP)

Looking for a more low-risk take on market for the next generation of airplanes than Boeing (BA) itself? (Boeing was a Jubak’s Picks http://jubakpicks.com/the-jubak-picks/ on September 30, 2010. For my most recent update on that stock see my January 26 post...

Buy BorgWarner (BWA)

On January 11, BorgWarner (BWA) announced earnings guidance for 2011 of $3.85 to $4.15 a share. That works out to earnings growth of 35% to 40% from the company’s projected earnings per share in 2010. Sales will grow by 16% to 20% in 2011. That’s a big comedown from...

Buy Lindsay (LNN)

Ah, if Lindsay (LNN) was just a pure play irrigation company. Then Lindsay wouldn’t have missed fiscal first quarter earnings by 15 cents a share yesterday, December 22. But, on the other hand, then investors wouldn’t be able to pick up one of the few global...

Buy Baidu (BIDU)

Shares of Baidu (BIDU), China’s leading Internet search provider, have been drifting lower since a November 11 high of $114.10—until yesterday. As of the close in New York, the shares had moved up to $101.25, a 2.5% gain on the day. The most recent part of the price...