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 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...When elephants fly–dividends from emerging market stocks
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%...Money is moving out of U.S.Treasuries in anticipation of higher interest rates
The bond market is putting distance between European and U.S. government bonds. Yields on U.S. 10-year Treasury have climbed twice as fast as yields on similar German government bonds since the start of December, according to Bloomberg. The bonds had traded in sync...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...The U.S. Treasury is getting ready for the day the Fed raises interest rates
Oh, those sneaky little dogs at the U.S. Treasury. Did they really think they could start getting ready for higher interest rates without anyone noticing? You’ll find it in the details of the Treasury’s upcoming auction of $81 billion in new and rolled-over U.S. debt....Now you can follow every stock, every buy, and every sell in my Dividend Income portfolio
2009 wasn’t too bad a year for income investors. 2010 looks challenging. 2011 and beyond look terrible. And that’s why I re-launched my Dividend Stocks for Income Investors portfolio with this October 9 post...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...Update Verizon (VZ)
Third quarter earnings, announced before the open on October 26, should be a reminder of why I added Verizon (VZ) to my Dividend Income portfolio (https://jubakpicks.com/2009/10/09/my-dividend-stock-portfolio-income-and-less-risk-too/ ) on October 9 rather than to any...Buy Verizon (VZ)
Why? That’s always the first question to ask when you see a common stock like Verizon (VZ) trading with a dividend yield of 6.52%. That’s so much higher than the yield on the Standard & Poor’s 500 (2.3% as of the end of the September) that any reasonable investor...My dividend stock portfolio: income and less risk too
Today I’m re-launching my Dividend Stocks for Income Investors portfolio. By the end of this post, you’ll know why I think a dividend income stock portfolio is something all income investors need to consider as part of their total income portfolio how the portfolio I...Did the tide of falling stock dividends turn in the third quarter?
The second quarter was terrible for dividends, Standard & Poor’s reported on October 1. A record low number of companies—just 233 out of the 7,000 public companies that report dividend numbers to S&P raised their dividends. The 233 companies raising...Update ONEOK Partners (OKS)
Certainly not a great quarter but it will do. After the close on August 4, ONEOK Partners (OKS) announced second quarter earnings of 81 cents a unit. (This is a master limited partnership rather than common stock.) That was down from $1.46 in the second quarter of...Update W.R. Berkley Capital 6.75% Pref. (WRB-PA)
Worried about future inflation? Then this is your preferred stock. Because W.R. Berkley (WRB) CEO William Berkley is too. The insurance exec is building up reserves based on his forecast of 6% inflation not too far down the road. In the meantime, it doesn’t hurt...Update Energy Transfer Partners (ETP)
The longer the Federal Reserve promises to keep interest rates low, the more valuable Energy Transfer Partners (ETP) is and the longer I want to hold it. In its press release from its June 24 meeting the Federal Open Market Committee said it “continues to...Jim’s Daily Email Alerts:
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