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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...

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 Rayonier (RYN)

I’m selling Rayonier (RYN) out of the Jubak Dividend Income Portfolio today. Nothing wrong with the stock—when the real estate market does finally turn, this timber and real estate REIT will do quite well. But that’s part of the problem. The stock has held up so well...

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...

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 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....