And thoughts of bank dividends danced in their heads
One more test, and, if you pass, you can start paying dividends. That’s what the Federal Reserve told the 19 big banks that were the subject of the original stress test during the financial crisis. Financial statements and capital plans for the new test are due by...Buy Total (TOT)
I’m sure this one is going to be popular. (Yeah, right.) Today, May 28, I’m adding Total (TOT) to the Jubak Dividend Income portfolio. That’s right a European (gasp) oil (shudder) stock. Total’s shares have dropped from $65 at the beginning of 2010 to $45 now....Sell du Pont (DD)
I’m selling E.I. du Pont (DD) out of the Jubak Dividend Income Portfolio today, May 28, for the same reason that I just sold Rayonier (RYN). The stock has held up so well that the 4.5% yield doesn’t compare favorably to the higher yields offered by stocks that have...Sell Rayonier (RYN)
I’m selling Rayonier (RYN) out of the Jubak Dividend Income Portfolio today. Nothing wrong with the stock—when the real estate market does finally turn, this timber and real estate REIT will do quite well. But that’s part of the problem. The stock has held up so well...The selloff has created big bargains in dividend stocks–I'm adding two to my income portfolio
Once upon a time, I worked in an office beneath a sign that read: “We’re a non-profit company…but we didn’t plan it that way.” I feel a similar emotion as I write today about all the wonderful buys this market correction has created for dividend income investors. I’m...Asian stocks beat U.S. equities on dividends? Who knew?
High dividend yields are showing up in some unexpected places. Like Asia. If you think anything like I did just a scant few months ago, you wouldn’t dream of looking to Asian stocks for high dividend yields. Most likely, you think of them like I did, as resembling the...Buy Navios Maritime Partners (NMM)
With the global economy in solid recovery mode—for example, the U.S. economy will grow at a 2.4% rate in the first quarter of 2010 and at a 2.3% rate in the second quarter (not great but a long way from recession) according to the OECD (Organization for Economic...Taking the hunt for bigger dividends beyond the usual suspects
It’s getting harder and harder to find a stock that pays a decent dividend. At least if you look in the usual places. What’s that you say? Look in the un-usual places? Couldn’t agree more. That’s exactly what I’m aiming to do here. The name of the song the market’s...Sell Sysco (SYY)
I’m selling Sysco (SYY) out of my Dividend Income Portfolio with this post. The stock made a new 52-week high yesterday, April 6. That brings the dividend yield down to 3.38%. That was attractive when the economy recovery still seemed iffy and I was willing to trade...Update Energy Transfer Partners (ETP)
I’m filing this update from the beach. I’m on vacation the week of March 29 April 2. Unless the sun stops shining here in the Bahamas (or the kids decide to hire themselves out on a fishing boat), I don’t anticipate filing more than once a day for this week....Update Rayonier (RYN)
On January 26 Rayonier (RYN) told income investors what they needed to hear: Even though 2009 had been a very tough year for timber and real estate sales the company, organized as a real estate investment trust (REIT) so it must pass most of its profits on to...Update Sysco (SYY)
On February 1 Sysco (SYY) reported earnings of 45 cents a share for the company’s fiscal second quarter. That was 3 cents a share above Wall Street projections. Revenue for the three months that ended in December 2009 was $8.87 billion, roughly matching analyst...Update Verizon (VZ)
When Verizon (VZ) reported fourth quarter earnings on January 26, everything was in line. There were no real surprises. And that was disappointing to investors who were looking for signs that a rising economy was lifting margins in Verizon’s legacy landline business...Update du Pont (DD)
On January 26 E.I. du Pont de Nemours (DD), known as du Pont to its friends, announced fourth quarter earnings of 44 cents a share, beating Wall Street projections by 3 cents a share. Revenues climbed 10.3% year to year to $6.42 billion. Wall Street analysts had been...Buy American Electric Power (AEP)
With this post I’m buying American Electric Power (AEP) for my Dividend Income Portfolio. I think a modestly better economy in 2010 will increase company sales, profits, and cash flow enough to increase the dividend in 2010. (The yield is now 4.7%.) That will give...New rules for investing in utilities–the risks and rewards are up
Utility stocks trade at a discount to the stock market as a whole. And at a bigger discount than usual. The forward price-to-earnings ratio based on projected earnings for the next twelve months is just 80% of the forward P/E ratio for the market as a whole. The...Sell Enbridge Energy Partners (EEP)
I’m going to continue to diversify my Dividend Income Portfolio by selling Enbridge Energy Partners (EEP.) It’s one of three pipeline master limited partnerships in the portfolio. The sale of this position plus the sale of Natural Resource Partners (NRP) earlier...Buy Sysco (SYY)
I‘m adding Sysco (SYY) to the Jubak Dividend Income Portfolio with this post. The yield isn’t terribly exciting, I’m admit, at 3.5% but it is still a bit better than you can get on a 10-year Treasury note right now. And I think the total return—that’s dividends plus...Sell Natural Resource Partners (NRP)
I’m going to move to reduce the exposure of my Dividend Income Portfolio (https://jubakpicks.com/jubak-dividend-income-portfolio/ ) to the natural resources sector by selling coal-mining master limited partnership Natural Resource Partners (NRP) out of the portfolio....Sell Oneok Partners (OKS)
Sell Oneok Partners (OKS) Master limited partnership units of Oneok Partners (OKS) have run through my target price of $54 a share by March 2010 and just kept on going. I still like this natural gas pipeline play for its yield of 7.5% (as of November 9, 2009) so I’m...Update Potlatch (PCH)
Not good but stabilizing. I think that’s the best way to describe Potlatch’s (PCH) third quarter earnings reported after the market close on October 26. Log prices remain low but, the company says, are stabilizing. Sales of higher, better use land—timberland that’s...Jim’s Daily Email Alerts:
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