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Qualcomm: Now that’s a surprise

Qualcomm: Now that’s a surprise

Update July 21. After the close of the market yesterday, July 20, Qualcomm (QCOM), the biggest maker of chips that run mobile phones, reported net income of 97 cent a share for the quarter that ended on June 26. That beat the 73 cents a share earned in June quarter of...
What are the chances that the Brexit polls are wrong?

What are the chances that the Brexit polls are wrong?

To anyone getting all warm and cozy with the polls showing that voters will decide to stay with the European Union in Thursday’s Brexit vote, I’ve got just one word of warning: Michigan. Remember the Michigan primary between Hillary Clinton and Bernie Sanders this...
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...
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...
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....

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...

Update ONEOK Partners (OKS)

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...

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 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 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...

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...

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...

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...