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Eversource is my fifth utility pick in my Special Report on dividend stocks (on my JubakAM.com subscription site)–I added it to my Jubak Picks portfolio on Monday

Eversource is my fifth utility pick in my Special Report on dividend stocks (on my JubakAM.com subscription site)–I added it to my Jubak Picks portfolio on Monday

Eversource Energy (ES) pays a 2.65% dividend but I’m adding it on Monday, December 7, not to my Dividend Portfolio but to my Jubak Picks list. Why’s that? Because of the high potential for capital gains–above the dividend payout–from this stock...
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...

Sell American Electric Power (AEP)

There’s certainly something very attractive about a utility stock that pays a 4.6% dividend yield when the 10-year U.S. Treasury is paying just 2.8%. But investors in American Electric Power (AEP) need to realize that if the U.S. economy is speeding up rather than...

Buy Intel (INTC)

Shares of Intel (INTC) have been hammered on news showing that PC sales to consumers have been soft in the current back to school quarter. I think that sell off ignores the company’s strengths in other markets, such as servers, that show no signs of slowing growth,...

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...

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 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...

Sell Suburban Propane (SPH)

I’ve got to sell something out of the Dividend Income portfolio today to make room for my buy of Telkom Indonesia. After Suburban Propane (SPH) announced a 34 cent a share earnings miss on February 4 the choice is pretty easy. Revenues, which fell 17% from the...

Buy Telkom Indonesia (TLK)

Telkom Indonesia (TLK), or Telekomunikasi Indonesia, is a complicated machine with all the parts, I think, moving together in the right direction. Let me explain. First, there’s the growth in Indonesia’s economy, which is forecast to show a 5.2% increase in GDP in...

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...

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....