May 9, 2022 @ 10:02 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, PXD, You May Have Missed |
My one-hundredth-and-thirty-second YouTube video “Trend of the Week Give “Em the Cash” went up today. So far, so good this earnings season: oil and natural gas producers are holding the line on capital spending on new production, as they promised,...
June 10, 2019 @ 7:51 pm | Breaking News, Buy, Dividend Income Portfolio |
Now that President Donald Trump’s tariff threat isn’t hanging over the Mexican economy (for the moment, anyway), I’m adding Grupo Aeroportuario del Pacífico (PAC) to my Dividend Portfolio on Monday. The shares of Grupo Aeroportuario del Pacifico,...
October 12, 2015 @ 8:00 pm | Buy, CMI, Dividend Income 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...
October 6, 2010 @ 4:25 pm | Update |
As bad news goes, this isn’t a big dose of bad news, but it should be a reminder to investors looking for extra yield in today’s ultra-low yield environment that higher yields always come with higher risk. ONEOK Partners (OKS) is one of my favorites for getting a good...
September 17, 2010 @ 8:30 am | Dividend Income Portfolio, Leading Indicators, You May Have Missed |
It’s raining dividends. Or at least thoughts of dividends. First time ever dividends from companies that have never offered dividends. On September 14, Cisco Systems (CSCO) CEO John Chambers said the company is considering a 1% to 2% dividend for the fiscal year that...
May 28, 2010 @ 8:30 am | Dividend Income Portfolio, Leading Indicators, You May Have Missed |
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...
April 13, 2010 @ 9:00 am | Leading Indicators, You May Have Missed |
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...
April 9, 2010 @ 12:42 pm | Buy |
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...
April 9, 2010 @ 8:30 am | Breaking News, Leading Indicators, You May Have Missed |
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...
December 11, 2009 @ 12:32 pm | Buy |
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...
December 11, 2009 @ 10:30 am | Breaking News, Leading Indicators |
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...
December 8, 2009 @ 12:30 pm | Buy |
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...