September 5, 2024 @ 5:26 pm | Breaking News, Dividend Income Portfolio |
To adapt the words of Estelle Constanza upon being served merlot, Kenvue? Never heard of it. Is it new? Kenvue (KVUEO). like merlot, isn’t exactly new. As a stand-alone stock, Kenvue dates back only to May 2023, but the company is a spin off of Johnson &...
October 26, 2023 @ 6:18 pm | Breaking News, Dividend Income Portfolio |
Today, in my Special Report: 8 steps to Protect Your Portfolio from the Globlal Debt Bomb on my JubakAM.Com subscription site, I advised raising some cash my selling two utility stocks, Duke Energy (DUK) and NiSource (NI) out of my Dividend Portfolio. Here’s...
February 23, 2023 @ 10:20 pm | Breaking News, Dividend Income Portfolio, Jubak Picks Portfolio, PXD |
Wednesday, February 22, Pioneer Natural Resources (PXD) reported better-than-expected adjusted earnings for the fourth quarter of 2022 while revenues came up short of Wall Street estimates. Revenue was still up 18% year-over-year to $5.1 billion. Fourth quarter net...
October 22, 2021 @ 2:43 pm | Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. My sixty-second YouTube video “QuickPick: Eversource Energy” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
May 19, 2021 @ 10:25 pm | Breaking News |
Owners of AT&T (T) have been willing to overlook the company’s lack of growth, its “amusing” strategic plan, and its wandering goals because, hey, the shares paid 6.45%. That’s a dividend to make up for a multitude of corporate sins when...
December 10, 2020 @ 5:40 pm | Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. The first YouTube video went up today. You can see it below: Please watch and follow (and like) my...
December 9, 2020 @ 7:27 pm | Breaking News, Dividend Income Portfolio |
Dow (DOW) certainly fits the dividend template that I’ve explained in my Special Report: “10 Dividend Stocks that are beating the risky rockets” on my subscription site JubakAM.com. The stock yields 5.26% after a 0.20% gain today December 9. That...
December 7, 2020 @ 7:38 pm | Breaking News, C, Dividend Income Portfolio |
Let’s follow the template from Omnicom, my previous dividend pick, okay? The dividend yield on Citigroup is 3.48% against the five-year average yield of 1.96%. The current price-to-earnings ratio is 10.03 versus the five-year average of 10.17. The current price...
December 7, 2020 @ 7:26 pm | Breaking News, Jubak Picks Portfolio, OMC |
I started my research on this dividend indicator by comparing the current yield with the historical yield on the stock. For example, as I’ve noted in my Special Report Omnicom Group (OMC) currently pays a forward yield of 4.00% on its closing price of $64.99 on...
December 7, 2020 @ 7:15 pm | Breaking News, ES, Jubak Picks Portfolio |
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...
November 20, 2020 @ 6:36 pm | Breaking News, Dividend Income Portfolio, DUK, NEE |
On the night of November 18, I made Duke Energy (DUK) my second pick in my Special Report: “Dividend Stocks that are beating the Risky Rockets” on my JubakAM.com subscription site. On November 19, I added these shares to my Dividend Portfolio. Duke Energy...
January 11, 2017 @ 5:29 pm | Dividend Income Portfolio, OKS, Update |
Update January 11, 2017. Tracing this chain of cause and effect is pretty simple: OPEC cuts oil production to raise oil prices; U.S. shale producers with low costs increase drilling and output (by a forecast 250,000 barrels a day in 2017); U.S. pipeline MLPs (master...
December 6, 2016 @ 8:02 pm | Buy, COH, Dividend Income Portfolio |
And to think that in 2015 I was thinking of dropping Coach (COH) from my long-term Jubak 50 Stocks portfolio. In mid-2015 the stock was languishing at $28.48 (September 25, 2015) and seemed to be floundering with stagnant sales, falling margins, and a loss of pizzazz...
October 31, 2016 @ 7:20 pm | Dividend Income Portfolio, Update, VZ, You May Have Missed |
On Monday, October 24, Â the U.S. stock market expressed its doubts that the AT&T (T) bid for Time Warner would go through/should go through. But despite those doubts I think the mere fact of the bid increases the likelihood that Verizon (VZ) will buy Yahoo (YHOO)...
June 27, 2015 @ 5:06 pm | Buy, 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...
November 22, 2010 @ 2:31 pm | Leading Indicators |
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...
October 15, 2010 @ 8:30 am | Leading Indicators, You May Have Missed |
The Federal Reserve—with a big helping hand from the global financial crisis and the central banks of much of the rest of the developed world—has turned income investing upside down. The Fed’s near 0% short-term interest rate target has sent short-term yields for...
September 17, 2010 @ 12:30 pm | Sell |
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...
September 17, 2010 @ 10:30 am | Buy |
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,...
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 7, 2010 @ 10:30 am | Sell |
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...
February 18, 2010 @ 12:47 pm | Update |
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...
February 15, 2010 @ 12:37 pm | Update |
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...
February 12, 2010 @ 3:32 pm | Sell |
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...
February 12, 2010 @ 3:04 pm | Buy, COF |
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...
February 12, 2010 @ 8:30 am | Breaking News, Leading Indicators, You May Have Missed |
When emerging stock markets hand you lemons, make lemonade. Specifically dividend-paying lemonade. So far 2010 hasn’t exactly been kind to emerging market stocks. The ETF (exchange traded fund) that tracks the iShares MSCI Emerging Markets Index (EEM) was down 6.4%...
January 26, 2010 @ 1:10 pm | Update |
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...
December 10, 2009 @ 3:00 pm | Sell |
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...
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...