With the stock market uncertainty, more and more investors are turning to utility stocks. Last week, I wrote about the highest yielding natural gas utilities stocks. The database of all electric utilities was recently updated by WallStreetNewsNetwork.com. Here are some of the highest yielding electric utility stocks.
One of the two highest yielding electric utilities is Pinnacle West Capital Corp. (PNW), the southwestern utility, has a yield of 6.7%. This Phoenix, Arizona based company generates its electricity from coal, natural gas, oil, nuclear, and solar power. The stock has a PE of 12 and a PEG of 3.75.
The other high yielder is Empire District Electric Co. (EDE) is based in Joplin, Missouri and yields 6.7%. They serve Missouri, Kansas, Oklahoma, and Arkansas. 43% of their electrical generation comes from coal, and 26% from oil. The stock has a PE of 20 and a PEG of 2.57.
Another high yield stock is Great Plains Energy Inc. (GXP), the Kansas City Missouri based utility which yields 6.6%. Their electrical generation comes from coal, nuclear, natural gas, oil, and wind power. They serve western Missouri and eastern Kansas. The stock has a PE of 14 and a PEG of 2.7.
Consolidated Edison Inc. (ED) yields 6% and serves parts of New York, New Jersey Pennsylvania. The stock has a PE of 12 and a PEG of 3.94.
Ameren Corporation (AEE) is a utility that serves Missouri and Illinois. The stock has a PE of 14, a PEG of 3.25, and a 6.2% yield.
Another high yielding utility is Progress Energy Inc. (PGN), which yields slightly less than 5.9%. This Raleigh, North Carolina utility serves North Carolina, South Carolina, and parts of Florida. 30% of their electrical generation comes from coal, and 35% from oil. The stock has a PE of 21 and a PEG of 2.28.
You can download an Excel spreadsheet of all the electric utilities and their dividends, which you can sort, add to, and change, at WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Thursday, July 31, 2008
US Unemployment Report Prediction
The U. S. Unemployment Report is coming out tomorrow, Friday, August 1. There is an expectation of a drop of 70,000 jobs during July. If anecdotal evidence means anything, in the last couple days, five of my former employees from years ago have contacted me, by visiting or calling me, about employment (asking me for a reference, resume advice, etc.).
I think the jobs report will be much worse than the 70,000 drop predicted.
I think the jobs report will be much worse than the 70,000 drop predicted.
Wednesday, July 30, 2008
Guest Article: Never Try to Catch a Falling Safe
Never Try to Catch a Falling Safe
by Stephen T. McClellan, author of Full of Bull
This bear market is like a falling safe. Don’t get under it and think you can catch it at the bottom. You’ll get flattened. None of us know where the bottom is. If you read my recent blogs you’ll see they indicate my view that this market is likely to fall a lot farther. The current lull is merely a teaser to keep you sucked in. The stock market bubble was pricked starting in October and has lost some 20 percent of its air. It’s not done deflating yet.
The latest bubble to burst appears to be oil; the price of crude is 14 percent below the peak of $146.50 less than two weeks ago. Another area that has been punctured is the previously sky-high, over-inflated solar energy sector that ran up to speculative bubble-like heights. The bellwether name there, First Solar, has dived 16 percent to $261 after reaching $311 (a PE ratio of merely 105 times!), but still is a long way from the $176 level back in March. These are falling safes to similarly dodge.
You might think a stock is cheap after its price has been sliced to a fraction of its former high. It’s not. Collapsing stocks always descend farther and longer than you can ever imagine. It happened with Internet.com boom-busts. Now it is happening with financials and homebuilders.
I constantly hear and read media stories, and notice Street analyst recommendations proposing that the time is right to “bottom fish” in these sectors. I remember in spring 2007, as sub-prime mortgage lending firms were imploding, a notable Street analyst who hadn’t heard about falling safes, upgraded one of these stocks that had been cut in half during the prior three weeks to $15. It was deemed cheap, oversold, and downside risk was limited. A couple of weeks later the shares were selling for less than $1. He got crushed. He was “Full of Bull.”
Financial firms and homebuilders are unanalyzable. You can’t assess the value of their assets. We don’t know how much worse conditions will become. There are other Bear Sterns and Fannie Mae’s lurking out there.
Some homebuilders will declare bankruptcy. Notice I’m not even mentioning airlines and automobile companies – they’re in this same category.
Bubbles are bursting. Sectors are deflating. Things are fluid. There’s a lot we don’t know. It’s still early. Step back, be cautious, and be sure your investments are bear-proofed. This is not the time to catch any falling safes. It’s not the time to expect investment gains. It’s time to protect your capital and avoid losses.
©2008 Stephen T. McClellan, CFA
Author
Stephen T. McClellan CFA, author of Full of Bull , is a former Wall Street investment analyst with 32 years of experience covering high-tech stocks. He spent 18 years as First VP at Merrill Lynch and eight years as VP at Salomon Brothers. McClellan has ranked on the Institutional Investor All-American Research Team for 19 straight years and on the Wall Street Journal Poll for seven years. He is in the Journal's Analysts Hall of Fame.
McClellan is former President of the Computer Industry Analyst Group and the Software/Services Analyst Group. He has been a guest on CBS, CNN, CNBC, and Wall $treet Week and has presented to many leading technology companies including IBM, Apple, ADP, and EDS. He is the author of the national best-seller The Coming Computer Industry Shakeout: Winners, Losers, and Survivors
, and his work has also been published in The New York Times, Financial Times, Forbes, and other leading publications.
He holds an MBA in Finance from George Washington University and resides in San Francisco with his wife, Elizabeth Barlow, an artist.
Permission to publish courtesy of the publicist.
by Stephen T. McClellan, author of Full of Bull
This bear market is like a falling safe. Don’t get under it and think you can catch it at the bottom. You’ll get flattened. None of us know where the bottom is. If you read my recent blogs you’ll see they indicate my view that this market is likely to fall a lot farther. The current lull is merely a teaser to keep you sucked in. The stock market bubble was pricked starting in October and has lost some 20 percent of its air. It’s not done deflating yet.
The latest bubble to burst appears to be oil; the price of crude is 14 percent below the peak of $146.50 less than two weeks ago. Another area that has been punctured is the previously sky-high, over-inflated solar energy sector that ran up to speculative bubble-like heights. The bellwether name there, First Solar, has dived 16 percent to $261 after reaching $311 (a PE ratio of merely 105 times!), but still is a long way from the $176 level back in March. These are falling safes to similarly dodge.
You might think a stock is cheap after its price has been sliced to a fraction of its former high. It’s not. Collapsing stocks always descend farther and longer than you can ever imagine. It happened with Internet.com boom-busts. Now it is happening with financials and homebuilders.
I constantly hear and read media stories, and notice Street analyst recommendations proposing that the time is right to “bottom fish” in these sectors. I remember in spring 2007, as sub-prime mortgage lending firms were imploding, a notable Street analyst who hadn’t heard about falling safes, upgraded one of these stocks that had been cut in half during the prior three weeks to $15. It was deemed cheap, oversold, and downside risk was limited. A couple of weeks later the shares were selling for less than $1. He got crushed. He was “Full of Bull.”
Financial firms and homebuilders are unanalyzable. You can’t assess the value of their assets. We don’t know how much worse conditions will become. There are other Bear Sterns and Fannie Mae’s lurking out there.
Some homebuilders will declare bankruptcy. Notice I’m not even mentioning airlines and automobile companies – they’re in this same category.
Bubbles are bursting. Sectors are deflating. Things are fluid. There’s a lot we don’t know. It’s still early. Step back, be cautious, and be sure your investments are bear-proofed. This is not the time to catch any falling safes. It’s not the time to expect investment gains. It’s time to protect your capital and avoid losses.
©2008 Stephen T. McClellan, CFA
Author
Stephen T. McClellan CFA, author of Full of Bull
, is a former Wall Street investment analyst with 32 years of experience covering high-tech stocks. He spent 18 years as First VP at Merrill Lynch and eight years as VP at Salomon Brothers. McClellan has ranked on the Institutional Investor All-American Research Team for 19 straight years and on the Wall Street Journal Poll for seven years. He is in the Journal's Analysts Hall of Fame.McClellan is former President of the Computer Industry Analyst Group and the Software/Services Analyst Group. He has been a guest on CBS, CNN, CNBC, and Wall $treet Week and has presented to many leading technology companies including IBM, Apple, ADP, and EDS. He is the author of the national best-seller The Coming Computer Industry Shakeout: Winners, Losers, and Survivors
, and his work has also been published in The New York Times, Financial Times, Forbes, and other leading publications.He holds an MBA in Finance from George Washington University and resides in San Francisco with his wife, Elizabeth Barlow, an artist.
Permission to publish courtesy of the publicist.
Tuesday, July 29, 2008
Top Yielding Defense and Aerospace Stocks
I think that it is a good idea to own at least one defense stock before October. Many of the defense and aerospace stocks have dropped in price during the last couple months, which may be a buying opportunity. While you are waiting for them to move up, you can receive dividends on the higher yielding stocks. All of the following have yields above 1.2%, PEG ratios below 2, and all but one with a PE below 16.
Embraer, also known as Empresa Brasileira De Aeronutica S.A. (ERJ) based in Brazil, makes and markets jets and aircraft for defense and civil aviation markets. The stock has a PE of 12, a PEG of 0.81, and pays a yield of 2.7%.
Boeing (BA) makes and markets jets, military aircraft, missile defense systems, satellites, and launch systems. The stock has a PE of 11, a PEG of 0.82 , and pays a yield of 2.4%.
Northrop Grumman Corp. (NOC) provides aerospace products, electronics, and shipbuilding to the military, government, and commercial customers. The stock has a PE of 14, a PEG of 0.98 , and pays a yield of 2.4%.
Raytheon (RTN) has six divisions: Integrated Defense Systems, Intelligence and Information Systems, Missile Systems, Network Centric Systems, Space and Airborne Systems, and Technical Services. The stock has a PE of 10, a PEG of 1.11 , and pays a yield of 1.9%.
General Dynamics Corp. (GD) manufactures aviation products, combat vehicles, weapons systems, and munitions. The stock has a PE of 15, a PEG of 1.46 , and pays a yield of 1.7%.
Lockheed Martin Corporation (LMT) manufactures military aircraft, and air vehicles, including the F-35 Joint Strike Fighter, the F-22 air dominance attack aircraft, and the F-16 multi-role fighter. The stock has a PE of 14, a PEG of 1.18 , and pays a yield of 1.6%.
Elbit Systems Ltd. (ESLT) is an Israeli company that makes unmanned air vehicles; advanced electro-optic and space technologies, electronic warfare suites, airborne warning systems, electronic intelligence systems, military communications systems. The stock has a PE of 27, a PEG of 1.98 , and pays a yield of 1.4%.
If you like high yield stocks, you should also consider Top Monthly Dividend Stocks, Top Yielding NYSE Stocks, and Stocks with Tax Free Dividends.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Sunday, July 27, 2008
Why Now is the Best Time to Look for Stocks Below $10
If you are going to look for favorable stocks which are selling below $10 per share, now is the time to start looking, when the good stocks are depressed. It wouldn't have done you much good to look for low priced stocks a couple years ago since the 'good' stocks were trading much higher. When the market was much higher, the only stocks that were trading below 10 were either the ‘bad’ stocks or what the venture capitalists used to call the 'walking dead'.
The walking dead were the companies that would never go out of business but would never do well, they would just stumble along for many years. There are many stocks that trade between a dollar and $10 and have been trading in that range for a long time. What makes things different now is that there are many good quality stocks that were brought down by the overall drop in the market.
All of the following stocks have market caps over $500 million, PE ratios below 20 and PEG ratios below one.
Himax Technologies, Inc. (HIMX) makes and sells semiconductors that are used as components of flat panel monitors. The stock sells for about four dollars a share and has a market cap of three quarters of a million dollars. The stock has a PE of 6, and PEG of 0.37.
Advanced Semiconductor Engineering (ASX) is a provider of semiconductor packaging and testing services. It sells for $4.50 a share and has a market cap of almost $5 billion. The stock has a PE of 12 and a PEG of 0.61.
UCBH Holdings, Inc. (UCBH) is a bank holding company for United Commercial Bank, selling around $4.50 per share and half a million dollar market cap. The stock has a PE of 5 and a PEG of 0.41.
Health Management Associates, Inc. (HMA) is an operator of acute care hospitals in suburban and rural communities. The stock sells for less than six and a half dollars a share and has a $1.5 billion market cap. The stock has a PE of 7 and a PEG of 0.65.
Office Depot, Inc. (ODP) is a retailer of office supplies. The stock is priced at less than seven dollars and has a market cap of 1.8 billion. The stock has a PE of 6 and a PEG of 0.51.
Sealy Corporation (ZZ), a stock with a great ticker symbol, makes and sells mattresses and other bedding products. The stock sells for less than seven a share and has a market cap of $623 million. The stock has a PE of 10 and a PEG of 0.89.
Brightpoint, Inc. (CELL), with another great stock ticker symbol, is a distributor of wireless devices, accessories, and services. The stock sells for less than $7 a share and has a market cap of $569 million. They have a PE of 8 and a PEG of 0.60.
Siliconware Precision Industries (SPIL) is a provider of semiconductor assembly and test services. The stock sells for $7 a share, with a $4.3 billion market cap. The stock has a PE of 8 and a PEG of 0.42.
Cadence Design Systems, Inc. (CDNS) produces electronic design automation hardware and software. The stock sells for about $7.35 per share with a $1.9 billion market cap. The stock has a PE of 9 and a PEG of 0.75.
Affymetrix Inc. (AFFX) is makes and markets systems for life sciences genetic analysis. The stock sells for about $7.50 per share and has a market cap of over $521 million. They have a PE of 13 and a PEG of 0.67.
If you like low priced stocks, you should check out Highest Yielding Stocks Under $5 a Share and Top Non-ADR Pink Sheet Stocks.
Author does not know any of the above.
By Fred Fuld at Stockerblog.com
The walking dead were the companies that would never go out of business but would never do well, they would just stumble along for many years. There are many stocks that trade between a dollar and $10 and have been trading in that range for a long time. What makes things different now is that there are many good quality stocks that were brought down by the overall drop in the market.
All of the following stocks have market caps over $500 million, PE ratios below 20 and PEG ratios below one.
Himax Technologies, Inc. (HIMX) makes and sells semiconductors that are used as components of flat panel monitors. The stock sells for about four dollars a share and has a market cap of three quarters of a million dollars. The stock has a PE of 6, and PEG of 0.37.
Advanced Semiconductor Engineering (ASX) is a provider of semiconductor packaging and testing services. It sells for $4.50 a share and has a market cap of almost $5 billion. The stock has a PE of 12 and a PEG of 0.61.
UCBH Holdings, Inc. (UCBH) is a bank holding company for United Commercial Bank, selling around $4.50 per share and half a million dollar market cap. The stock has a PE of 5 and a PEG of 0.41.
Health Management Associates, Inc. (HMA) is an operator of acute care hospitals in suburban and rural communities. The stock sells for less than six and a half dollars a share and has a $1.5 billion market cap. The stock has a PE of 7 and a PEG of 0.65.
Office Depot, Inc. (ODP) is a retailer of office supplies. The stock is priced at less than seven dollars and has a market cap of 1.8 billion. The stock has a PE of 6 and a PEG of 0.51.
Sealy Corporation (ZZ), a stock with a great ticker symbol, makes and sells mattresses and other bedding products. The stock sells for less than seven a share and has a market cap of $623 million. The stock has a PE of 10 and a PEG of 0.89.
Brightpoint, Inc. (CELL), with another great stock ticker symbol, is a distributor of wireless devices, accessories, and services. The stock sells for less than $7 a share and has a market cap of $569 million. They have a PE of 8 and a PEG of 0.60.
Siliconware Precision Industries (SPIL) is a provider of semiconductor assembly and test services. The stock sells for $7 a share, with a $4.3 billion market cap. The stock has a PE of 8 and a PEG of 0.42.
Cadence Design Systems, Inc. (CDNS) produces electronic design automation hardware and software. The stock sells for about $7.35 per share with a $1.9 billion market cap. The stock has a PE of 9 and a PEG of 0.75.
Affymetrix Inc. (AFFX) is makes and markets systems for life sciences genetic analysis. The stock sells for about $7.50 per share and has a market cap of over $521 million. They have a PE of 13 and a PEG of 0.67.
If you like low priced stocks, you should check out Highest Yielding Stocks Under $5 a Share and Top Non-ADR Pink Sheet Stocks.
Author does not know any of the above.
By Fred Fuld at Stockerblog.com
Saturday, July 26, 2008
Free Investment and Trading Software Programs
Want to know how long it will take you to become a millionaire? Want to know what your bank account or utility stock will be worth in 10 years assuming a certain return? Want to know if you can retire? There is a site which allows anyone to post and / or download Microsoft Excel templates and worksheets relating to stocks, trading, investing, and real estate called 18stocks.com.
The templates are unprotected so that you can go in and make changes, such as adding additional columns, etc., and you can do various 'what-ifs'. If you have your own template that you want to share with others, you can post it also. You would then become a published software author! (No pay of course, since you would be posting freeware.) By the way, when you post a template, I noticed that it takes 24 to 48 hours to appear on the list of available programs.
So if you want to know if you can retire, you can check out the Retirement Analyzer at 18stocks.com.
The templates are unprotected so that you can go in and make changes, such as adding additional columns, etc., and you can do various 'what-ifs'. If you have your own template that you want to share with others, you can post it also. You would then become a published software author! (No pay of course, since you would be posting freeware.) By the way, when you post a template, I noticed that it takes 24 to 48 hours to appear on the list of available programs.
So if you want to know if you can retire, you can check out the Retirement Analyzer at 18stocks.com.
Friday, July 25, 2008
Stocks Going Ex-Dividend Mid August
Many traders use a technique called dividend buying, which is the buying of stocks before they go ex-dividend and selling shortly after the ex-dividend date at roughly the same price, but receiving the dividend. This technique generally works only during a bull market. You may also want to check out the definitions of the various dividend dates.
There are over 30 stocks going ex-dividend in mid August. The following stocks all have market caps over $500 million, and yields over 1%. Several stocks have yields over 4%.
Wyeth (WYE) 8/11/2008 Market cap: $63.4B Yield: 2.36%
Applied Materials, Inc. (AMAT) 8/12/2008 Market cap: $25.1B Yield: 1.29%
Applied Industrial Technologies (AIT) 8/13/2008 Market cap: $1.1B Yield: 2.35%
CIT Group Inc. (CIT) 8/13/2008 Market cap: $2.3B Yield: 4.72%
Corus Entertainment Inc. (CJR) 8/13/2008 Market cap: $1.3B Yield: 3.64%
Duke Energy Corporation (DUK) 8/13/2008 Market cap: $21.7B Yield: 5.12%
Ferro Corporation (FOE) 8/13/2008 Market cap: $938.9M Yield: 2.70%
The Kroger Co. (KR) 8/13/2008 Market cap: $19.1B Yield: 1.23%
Eli Lilly & Co. (LLY) 8/13/2008 Market cap: $55.0B Yield: 3.89%
Pitney Bowes Inc. (PBI) 8/13/2008 Market cap: $6.7B Yield: 4.31%
Shaw Communications Inc. (SJR) 8/13/2008 Market cap: $9.3B Yield: 3.33%
Sonoco Products Company (SON) 8/13/2008 Market cap: $3.1B Yield: 3.47%
Southwest Gas Corporation (SWX) 8/13/2008 Market cap: $1.2B Yield: 3.19%
United Technologies Corporation (UTX) 8/13/2008 Market cap: $62.2B Yield: 1.98%
Wal-Mart Stores, Inc. (WMT) 8/13/2008 Market cap: $226.4B Yield: 1.65%
Spectra Energy Corp. (SE) 8/13/2008 Market cap: $16.0B Yield: 3.53%
Fastenal Company (FAST) 8/14/2008 Market cap: $7.4B Yield: 1.01%
International Paper Company (IP) 8/14/2008 Market cap: $9.9B Yield: 4.30%
L-3 Communications Holdings, Inc. (LLL) 8/14/2008 Market cap: $10.9B Yield: 1.35%
PACCAR Inc (PCAR) 8/14/2008 Market cap: $16.1B Yield: 1.64%
Ryder System, Inc. (R) 8/14/2008 Market cap: $4.1B Yield: 1.30%
STMicroelectronics N.V. (STM) 8/18/2008 Market cap: $10.2B Yield: 3.17%
Target Corporation (TGT) 8/18/2008 Market cap: $36.7B Yield: 1.18%
Walgreen Company (WAG) 8/18/2008 Market cap: $32.9B Yield: 1.11%
Microsoft Corporation (MSFT) 8/19/2008 Market cap: $241.1B Yield: 1.60%
Thomson Reuters PLC (TRIN) 8/19/2008 Market cap: $21.9B Yield: 2.78%
Thomson Reuters Corporation (TRI) 8/19/2008 Market cap: $25.1B Yield: 4.16%
BT Group plc (BT) 8/20/2008 Market cap: $30.3B Yield: 5.32%
Carnival Corporation (CCL) 8/20/2008 Market cap: $28.4B Yield: 4.26%
Carnival plc (CUK) 8/20/2008 Market cap: $29.4B Yield: 4.56%
Liz Claiborne, Inc. (LIZ) 8/20/2008 Market cap: $1.2B Yield: 1.76%
Sherwin-Williams Company (SHW) 8/20/2008 Market cap: $6.4B Yield: 2.60%
Author owns MSFT.
By Fred Fuld at Stockerblog.com
There are over 30 stocks going ex-dividend in mid August. The following stocks all have market caps over $500 million, and yields over 1%. Several stocks have yields over 4%.
Wyeth (WYE) 8/11/2008 Market cap: $63.4B Yield: 2.36%
Applied Materials, Inc. (AMAT) 8/12/2008 Market cap: $25.1B Yield: 1.29%
Applied Industrial Technologies (AIT) 8/13/2008 Market cap: $1.1B Yield: 2.35%
CIT Group Inc. (CIT) 8/13/2008 Market cap: $2.3B Yield: 4.72%
Corus Entertainment Inc. (CJR) 8/13/2008 Market cap: $1.3B Yield: 3.64%
Duke Energy Corporation (DUK) 8/13/2008 Market cap: $21.7B Yield: 5.12%
Ferro Corporation (FOE) 8/13/2008 Market cap: $938.9M Yield: 2.70%
The Kroger Co. (KR) 8/13/2008 Market cap: $19.1B Yield: 1.23%
Eli Lilly & Co. (LLY) 8/13/2008 Market cap: $55.0B Yield: 3.89%
Pitney Bowes Inc. (PBI) 8/13/2008 Market cap: $6.7B Yield: 4.31%
Shaw Communications Inc. (SJR) 8/13/2008 Market cap: $9.3B Yield: 3.33%
Sonoco Products Company (SON) 8/13/2008 Market cap: $3.1B Yield: 3.47%
Southwest Gas Corporation (SWX) 8/13/2008 Market cap: $1.2B Yield: 3.19%
United Technologies Corporation (UTX) 8/13/2008 Market cap: $62.2B Yield: 1.98%
Wal-Mart Stores, Inc. (WMT) 8/13/2008 Market cap: $226.4B Yield: 1.65%
Spectra Energy Corp. (SE) 8/13/2008 Market cap: $16.0B Yield: 3.53%
Fastenal Company (FAST) 8/14/2008 Market cap: $7.4B Yield: 1.01%
International Paper Company (IP) 8/14/2008 Market cap: $9.9B Yield: 4.30%
L-3 Communications Holdings, Inc. (LLL) 8/14/2008 Market cap: $10.9B Yield: 1.35%
PACCAR Inc (PCAR) 8/14/2008 Market cap: $16.1B Yield: 1.64%
Ryder System, Inc. (R) 8/14/2008 Market cap: $4.1B Yield: 1.30%
STMicroelectronics N.V. (STM) 8/18/2008 Market cap: $10.2B Yield: 3.17%
Target Corporation (TGT) 8/18/2008 Market cap: $36.7B Yield: 1.18%
Walgreen Company (WAG) 8/18/2008 Market cap: $32.9B Yield: 1.11%
Microsoft Corporation (MSFT) 8/19/2008 Market cap: $241.1B Yield: 1.60%
Thomson Reuters PLC (TRIN) 8/19/2008 Market cap: $21.9B Yield: 2.78%
Thomson Reuters Corporation (TRI) 8/19/2008 Market cap: $25.1B Yield: 4.16%
BT Group plc (BT) 8/20/2008 Market cap: $30.3B Yield: 5.32%
Carnival Corporation (CCL) 8/20/2008 Market cap: $28.4B Yield: 4.26%
Carnival plc (CUK) 8/20/2008 Market cap: $29.4B Yield: 4.56%
Liz Claiborne, Inc. (LIZ) 8/20/2008 Market cap: $1.2B Yield: 1.76%
Sherwin-Williams Company (SHW) 8/20/2008 Market cap: $6.4B Yield: 2.60%
Author owns MSFT.
By Fred Fuld at Stockerblog.com
Thursday, July 24, 2008
Top Monthly Dividend Stocks for July
There are over 340 different stocks that pay their dividends monthly, according to an Excel downloadable database at WallStreetNewsNetwork.com, and was recently updated with the latest yields. For purposes of this article, closed end funds [CEF’s], REIT’s, and oil income trusts are considered stocks. Many investors like the monthly payments because of the lower volatility of the stock and the acceleration of the return of capital.
One of the highest yielding monthly payers is the Boulder Growth & Income Fund (BIF), a closed end fund which invests in real estate investment trusts and other equities. They have been paying monthly dividends since 1988. The stock has a PE of 7 and a yield of 18.5%.
The top yielding Canadian company is Harvest Energy Trust (HTE) which yields 16.8%. They explore for and produce petroleum and natural gas in western Canada. They have a forward PE of 10.
The highest yielding REIT exchange trade fund is LMP Real Estate Income Fund Inc (RIT), which pays a yield of 16%. It invests in various real estate stocks including real estate investment trusts. The stock has a PE of 11.
One of the top yielding equity and growth funds is the Alpine Global Dynamic Dividend Fund (AGD), yielding 14.6%. Their goal is to look for stocks with the potential for dividend increases and capital appreciation.
The highest yielding United States based oil royalty trust is Cross Timbers Royalty Trust (CRT), which yields 14%. They own interests in properties in Texas, Oklahoma, and New Mexico. The stock has a PEG of 14.
The top yielding convertible bond fund is the Calamos Convertible Opportunities & Income Fund (CHI), which yields 12.5%. They invest in bonds of companies involved in the consumer goods, bank and financial, oil and gas, consumer staples, technology, industrials, healthcare, telecom, and utilities industries.
The highest yielding tax advantaged stock is the Pioneer Municipal and Equity Income Trust (PBF) which yields 11.2%. It invests in both stocks and municipal bonds.
The WallStreetNewsNetwork.com has just updated its Excel database list of over 340 different monthly dividend stocks, which can be downloaded, changed, and sorted.
Dividends are subject to reduction or elimination at any time.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
One of the highest yielding monthly payers is the Boulder Growth & Income Fund (BIF), a closed end fund which invests in real estate investment trusts and other equities. They have been paying monthly dividends since 1988. The stock has a PE of 7 and a yield of 18.5%.
The top yielding Canadian company is Harvest Energy Trust (HTE) which yields 16.8%. They explore for and produce petroleum and natural gas in western Canada. They have a forward PE of 10.
The highest yielding REIT exchange trade fund is LMP Real Estate Income Fund Inc (RIT), which pays a yield of 16%. It invests in various real estate stocks including real estate investment trusts. The stock has a PE of 11.
One of the top yielding equity and growth funds is the Alpine Global Dynamic Dividend Fund (AGD), yielding 14.6%. Their goal is to look for stocks with the potential for dividend increases and capital appreciation.
The highest yielding United States based oil royalty trust is Cross Timbers Royalty Trust (CRT), which yields 14%. They own interests in properties in Texas, Oklahoma, and New Mexico. The stock has a PEG of 14.
The top yielding convertible bond fund is the Calamos Convertible Opportunities & Income Fund (CHI), which yields 12.5%. They invest in bonds of companies involved in the consumer goods, bank and financial, oil and gas, consumer staples, technology, industrials, healthcare, telecom, and utilities industries.
The highest yielding tax advantaged stock is the Pioneer Municipal and Equity Income Trust (PBF) which yields 11.2%. It invests in both stocks and municipal bonds.
The WallStreetNewsNetwork.com has just updated its Excel database list of over 340 different monthly dividend stocks, which can be downloaded, changed, and sorted.
Dividends are subject to reduction or elimination at any time.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Top Yielding NYSE Stocks
Here are the highest yielding stocks that trade on the New York Stock Exchange, with PE ratios below 20, PEG ratios below 1, and market caps above $500 million. You will notice that there are many European companies on the list, including a couple Irish banks.
Northstar Realty Finance Corp. (NRF) a debt oriented real estate investment trust yielding 15.91%
KKR Financial Holdings LLC (KFN) a mortgage oriented real estate investment trust yielding 15.31%
Barclays PLC (BCS) the London based bank holding company yielding 12.83%
Bank of Ireland (IRE) Ireland based ban yielding 12.55%
Allied Irish Banks, plc. (AIB) Ireland based ban yielding 11.57%
Magyar Telekom Plc. (MTA) a Hungarian telecom company yielding 8.87%
Qwest Communications International Inc. (Q) a Denver based telecom company yielding 8.40%
Diana Shipping Inc. (DSX) a Greece based shipping company 8.22%
AEGON N.V. (AEG) a Netherlands based insurance company yielding 7.73%
Deutsche Bank AG (DB) a German based bank yielding 7.40%
For other high yield stocks, check out high yield MLPs, tax free dividend stocks, and high yield natural gas utilities.
Author owns DB.
By Fred Fuld at Stockerblog.com
Northstar Realty Finance Corp. (NRF) a debt oriented real estate investment trust yielding 15.91%
KKR Financial Holdings LLC (KFN) a mortgage oriented real estate investment trust yielding 15.31%
Barclays PLC (BCS) the London based bank holding company yielding 12.83%
Bank of Ireland (IRE) Ireland based ban yielding 12.55%
Allied Irish Banks, plc. (AIB) Ireland based ban yielding 11.57%
Magyar Telekom Plc. (MTA) a Hungarian telecom company yielding 8.87%
Qwest Communications International Inc. (Q) a Denver based telecom company yielding 8.40%
Diana Shipping Inc. (DSX) a Greece based shipping company 8.22%
AEGON N.V. (AEG) a Netherlands based insurance company yielding 7.73%
Deutsche Bank AG (DB) a German based bank yielding 7.40%
For other high yield stocks, check out high yield MLPs, tax free dividend stocks, and high yield natural gas utilities.
Author owns DB.
By Fred Fuld at Stockerblog.com
Monday, July 21, 2008
Highest Yielding Natural Gas Utilities
Natural gas is a cleaner source of energy than other fossil fuels, such as oil and coal, and produces about 30% less carbon dioxide than petroleum and about 45% less than coal. Many distributors of natural gas and propane pay fairly high yields.
The highest yielding gas stock is Amerigas Partners ( APU ), which is a Pennsylvania based retail propane distributor. It has about 1.3 million commercial, residential, industrial, and agricultural customers. The stock has a P/E of 9, a PEG of 2.7, and a yield of 8.7%.
One of the highest yielding natural gas stocks is National Grid plc ( NGG ) operates gas distribution networks in Great Britain, New York, Massachusetts, New Hampshire, and Rhode Island. They are also involved in electrical generation and distribution. The stock has a PE of 5, a PEG of 1.56, and pays a yield of 6.1%.
Atlanta Gas Light ( ATG ) is an Atlanta based distributor of natural gas in Florida, Georgia, Maryland, New Jersey, Tennessee, and Virginia. The stock has a forward P/E of 13, a PEG of 2.28 , and a yield of 5%.
Atmos Energy Corp ( ATO ) is a Houston, Texas based distributor of natural gas. The stock has a forward P/E of 14 , a PEG of 2.8, and a yield of 5.1%.
Nicor Inc ( GAS ) is in the business of natural gas distribution and shipping. The stock has a forward P/E of 13, a PEG of 3.64, and a yield of 4.8%.
Laclede Group Inc ( LG ) one of the original Dow Jones Industrial Average stocks, is a distributor of natural gas. The stock has a forward P/E of 10, a PEG of 4.52, and a yield of 3.9%.
WGL Holdings Inc ( WGL ) is a Washington, DC based natural gas distributor. The stock has a forward P/E of 13 , a PEG of 3.46 , and a yield of 4.2%.
Piedmont Natural Gas ( PNY ) is a Charlotte, North Carolina based distributor of natural gas. The stock has a forward P/E of 16, a PEG of 2.9, and a yield of 4.2%.
You can download, sort, and change an Excel list of over 20 dividend paying gas utilities at WallStreetNewsNetwork.com.
If you like high yield utility stocks, you should also check out top yielding electric utilities and stocks with tax free dividends.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
The highest yielding gas stock is Amerigas Partners ( APU ), which is a Pennsylvania based retail propane distributor. It has about 1.3 million commercial, residential, industrial, and agricultural customers. The stock has a P/E of 9, a PEG of 2.7, and a yield of 8.7%.
One of the highest yielding natural gas stocks is National Grid plc ( NGG ) operates gas distribution networks in Great Britain, New York, Massachusetts, New Hampshire, and Rhode Island. They are also involved in electrical generation and distribution. The stock has a PE of 5, a PEG of 1.56, and pays a yield of 6.1%.
Atlanta Gas Light ( ATG ) is an Atlanta based distributor of natural gas in Florida, Georgia, Maryland, New Jersey, Tennessee, and Virginia. The stock has a forward P/E of 13, a PEG of 2.28 , and a yield of 5%.
Atmos Energy Corp ( ATO ) is a Houston, Texas based distributor of natural gas. The stock has a forward P/E of 14 , a PEG of 2.8, and a yield of 5.1%.
Nicor Inc ( GAS ) is in the business of natural gas distribution and shipping. The stock has a forward P/E of 13, a PEG of 3.64, and a yield of 4.8%.
Laclede Group Inc ( LG ) one of the original Dow Jones Industrial Average stocks, is a distributor of natural gas. The stock has a forward P/E of 10, a PEG of 4.52, and a yield of 3.9%.
WGL Holdings Inc ( WGL ) is a Washington, DC based natural gas distributor. The stock has a forward P/E of 13 , a PEG of 3.46 , and a yield of 4.2%.
Piedmont Natural Gas ( PNY ) is a Charlotte, North Carolina based distributor of natural gas. The stock has a forward P/E of 16, a PEG of 2.9, and a yield of 4.2%.
You can download, sort, and change an Excel list of over 20 dividend paying gas utilities at WallStreetNewsNetwork.com.
If you like high yield utility stocks, you should also check out top yielding electric utilities and stocks with tax free dividends.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Sunday, July 20, 2008
Stockerblog.com and Heidi Klum Now On YouTube
The interview of supermodel Heidi Klum about the Heidi Klum Stock Index, created by Fred Fuld at Stockerblog.com, is now on YouTube. Heidi Klum was interviewed by Liz Smith for Women on the Web, who asked Klum about the Stockerblog.com Heidi Klum Stock Index .
Heidi Klum Responds to the Heidi Klum Stock Index
The second richest supermodel in the world, Heidi Klum, responded to the Heidi Klum Stock Index, created by Fred Fuld at Stockerblog.com. In an interview of Klum by Liz Smith at Women on the Web, also known as wowowow.com, the Stockerblog.com Heidi Klum Stock Index was discussed. You can either watch the interview video or read the text transcription of the interview or both.
What a Bank Note: The $100,000,000,000 Bill
It may be hard to believe but the country of Zimbabwe is coming out with new currency banknotes: the $100 billion bill. They are issuing this currency due to their outrageous inflation rate, which I had written about in a previous article. Back in January, the inflation rate there was only 100,000%. The hyperinflation has gotten so bad that the Zimbabwe government says that the inflation rate is now 2,200,000%, but experts believe that the inflation rate may be as much as 15,000,000%.
Inflation has been so bad that an entrepreneur started making business cards out of the currency, until the government banned the practice.
Inflation has been so bad that an entrepreneur started making business cards out of the currency, until the government banned the practice.
Friday, July 18, 2008
MLPs with Yields over 7% for the Summer
MLP's, or Master Limited Partnerships, are sometimes referred to as United States Income partnerships, are investment vehicles that are similar to income royalty trusts, except that they are structured as limited partnerships. MLP's differ from high income stocks in several ways. Since they pass through income without being taxed at the corporate level, they avoid double taxation. Plus, MLPs can pass through tax deductions.
However, they differ from income trusts in several ways. MLPs shouldn’t be put into a retirement plan because of the UBTI or Unrelated Business Taxable Income problem, which could put the tax deferred status of retirement plans in jeopardy. Also, MLPs don't send out 1099 forms, they send out a Schedule K-1 Form, and the income is reported differently on tax returns. Yet, MLP closed end funds do not have the same issues. Investors should discuss that tax issues of MLP's with an accountant or CPA before investing.
Terra Nitrogen Company, L.P. (TNH) pays a yield of over 14.1%. This Sioux City, Iowa based company produces and distributes nitrogen fertilizer products, such as anhydrous ammonia and urea ammonium nitrate solutions. The company, which trades on the New York Stock Exchange, has a P/E of 8.
Ferrellgas Partners LP (FGP), is a propane distribution company which has a yield of 10.9%. This Overland Park, Kansas company distributes gas in all 50 states. The stock has a P/E of 49 and a PEG of 5.91.
Atlas Pipeline Partners LP (APL), is another natural gas distributor with about 7,900 miles of intrastate gas gathering pipelines. The Pennsylvania based company has a yield of 9.8%, forward P/E of 11 and a PEG of 3.95.
Another high yield partnership is Rio Vista Energy Partners LP (RVEP), which trades on NASDAQ, has a yield of 9.1%. This Houston, Texas based company produces and transports oil and natural gas. Recent earnings were negative.
Suburban Propane Partners LP (SPH) distributes propane, diesel fuel, gasoline, fuel oil, kerosene, refined fuels, and natural gas. The stock has a yield of 8.8%, has a PE of 8, and a PEG of 0.87.
Energy Transfer Partners L.P. (ETP) has a payout of 8.2%. The company is in the business of transporting and storing natural gas through its pipeline systems. The stock, which trades on the NYSE, has a P/E of 11.
For a list of 20 of the top United States based master limited partnerships, which can be downloaded, changed, added to and sorted, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
However, they differ from income trusts in several ways. MLPs shouldn’t be put into a retirement plan because of the UBTI or Unrelated Business Taxable Income problem, which could put the tax deferred status of retirement plans in jeopardy. Also, MLPs don't send out 1099 forms, they send out a Schedule K-1 Form, and the income is reported differently on tax returns. Yet, MLP closed end funds do not have the same issues. Investors should discuss that tax issues of MLP's with an accountant or CPA before investing.
Terra Nitrogen Company, L.P. (TNH) pays a yield of over 14.1%. This Sioux City, Iowa based company produces and distributes nitrogen fertilizer products, such as anhydrous ammonia and urea ammonium nitrate solutions. The company, which trades on the New York Stock Exchange, has a P/E of 8.
Ferrellgas Partners LP (FGP), is a propane distribution company which has a yield of 10.9%. This Overland Park, Kansas company distributes gas in all 50 states. The stock has a P/E of 49 and a PEG of 5.91.
Atlas Pipeline Partners LP (APL), is another natural gas distributor with about 7,900 miles of intrastate gas gathering pipelines. The Pennsylvania based company has a yield of 9.8%, forward P/E of 11 and a PEG of 3.95.
Another high yield partnership is Rio Vista Energy Partners LP (RVEP), which trades on NASDAQ, has a yield of 9.1%. This Houston, Texas based company produces and transports oil and natural gas. Recent earnings were negative.
Suburban Propane Partners LP (SPH) distributes propane, diesel fuel, gasoline, fuel oil, kerosene, refined fuels, and natural gas. The stock has a yield of 8.8%, has a PE of 8, and a PEG of 0.87.
Energy Transfer Partners L.P. (ETP) has a payout of 8.2%. The company is in the business of transporting and storing natural gas through its pipeline systems. The stock, which trades on the NYSE, has a P/E of 11.
For a list of 20 of the top United States based master limited partnerships, which can be downloaded, changed, added to and sorted, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Stocks Going Ex-Dividend Early August
There are over 35 stocks going ex-dividend in early August. Many traders use a technique called dividend buying, which is the buying of stocks before they go ex-dividend and selling shortly after the ex-dividend date at roughly the same price, but receiving the dividend. This technique generally works only during a bull market. You may also want to check out the definitions of the various dividend dates.
The following stocks all have market caps over $500 million, yields over 1%, and are going ex-dividend in early August. Eight of the stocks have yields over 4%.
Cedar Fair, L.P. (FUN) 8/1/2008 Market cap: $982.7M Yield: 10.75%
Overseas Shipholding Group Inc. (OSG) 8/4/2008 Market cap: $2.4B Yield: 1.58%
Valero Energy Corporation (VLO) 8/4/2008 Market cap: $17.4B Yield: 1.79%
Alexander & Baldwin, Inc. (ALEX) 8/5/2008 Market cap: $1.9B Yield: 2.78%
Autoliv Inc. (ALV) 8/5/2008 Market cap: $3.4B Yield: 3.32%
Associated Banc-Corp (ASBC) 8/5/2008 Market cap: $2.2B Yield: 7.34%
FirstEnergy Corp. (FE) 8/5/2008 Market cap: $23.5B Yield: 2.86%
The TJX Companies, Inc. (TJX) 8/5/2008 Market cap: $15.0B Yield: 1.25%
The Boeing Company (BA) 8/6/2008 Market cap: $50.3B Yield: 2.39%
Equitable Resources, Inc. (EQT) 8/6/2008 Market cap: $7.5B Yield: 1.53%
Lubrizol Corporation (LZ) 8/6/2008 Market cap: $3.1B Yield: 2.69%
Pfizer Inc. (PFE) 8/6/2008 Market cap: $123.8B Yield: 6.96%
Wells Fargo & Company (WFC) 8/6/2008 Market cap: $90.3B Yield: 4.46%
Rockwell Automation (ROK) 8/7/2008 Market cap: $6.5B Yield: 2.62%
Sunoco, Inc. (SUN) 8/7/2008 Market cap: $4.3B Yield: 3.27%
Penske Automotive Group, Inc. (PAG) 8/7/2008 Market cap: $1.3B Yield: 2.73%
Adams Express Company (ADX) 8/8/2008 Market cap: $1.0B Yield: 1.71%
Petroleum & Resources (PEO) 8/8/2008 Market cap: $859.6M Yield: 1.37%
Wyeth (WYE) 8/11/2008 Market cap: $63.4B Yield: 2.36%
Applied Materials, Inc. (AMAT) 8/12/2008 Market cap: $25.1B Yield: 1.29%
Applied Industrial Technologies (AIT) 8/13/2008 Market cap: $1.1B Yield: 2.35%
CIT Group Inc. (CIT) 8/13/2008 Market cap: $2.3B Yield: 4.72%
Corus Entertainment Inc. (CJR) 8/13/2008 Market cap: $1.3B Yield: 3.64%
Duke Energy Corporation (DUK) 8/13/2008 Market cap: $21.7B Yield: 5.12%
Ferro Corporation (FOE) 8/13/2008 Market cap: $938.9M Yield: 2.70%
The Kroger Co. (KR) 8/13/2008 Market cap: $19.1B Yield: 1.23%
Eli Lilly & Co. (LLY) 8/13/2008 Market cap: $55.0B Yield: 3.89%
Pitney Bowes Inc. (PBI) 8/13/2008 Market cap: $6.7B Yield: 4.31%
Shaw Communications Inc. (SJR) 8/13/2008 Market cap: $9.3B Yield: 3.33%
Sonoco Products Company (SON) 8/13/2008 Market cap: $3.1B Yield: 3.47%
Southwest Gas Corporation (SWX) 8/13/2008 Market cap: $1.2B Yield: 3.19%
United Technologies (UTX) 8/13/2008 Market cap: $62.2B Yield: 1.98%
Wal-Mart Stores, Inc. (WMT) 8/13/2008 Market cap: $226.4B Yield: 1.65%
Spectra Energy Corp. (SE) 8/13/2008 Market cap: $16.0B Yield: 3.53%
Fastenal Company (FAST) 8/14/2008 Market cap: $7.4B Yield: 1.01%
International Paper Company (IP) 8/14/2008 Market cap: $9.9B Yield: 4.30%
L-3 Communications Holdings, Inc. (LLL) 8/14/2008 Market cap: $10.9B Yield: 1.35%
PACCAR Inc (PCAR) 8/14/2008 Market cap: $16.1B Yield: 1.64%
Ryder System, Inc. (R) 8/14/2008 Market cap: $4.1B Yield: 1.30%
Author owns PFE.
By Fred Fuld at Stockerblog.com
The following stocks all have market caps over $500 million, yields over 1%, and are going ex-dividend in early August. Eight of the stocks have yields over 4%.
Cedar Fair, L.P. (FUN) 8/1/2008 Market cap: $982.7M Yield: 10.75%
Overseas Shipholding Group Inc. (OSG) 8/4/2008 Market cap: $2.4B Yield: 1.58%
Valero Energy Corporation (VLO) 8/4/2008 Market cap: $17.4B Yield: 1.79%
Alexander & Baldwin, Inc. (ALEX) 8/5/2008 Market cap: $1.9B Yield: 2.78%
Autoliv Inc. (ALV) 8/5/2008 Market cap: $3.4B Yield: 3.32%
Associated Banc-Corp (ASBC) 8/5/2008 Market cap: $2.2B Yield: 7.34%
FirstEnergy Corp. (FE) 8/5/2008 Market cap: $23.5B Yield: 2.86%
The TJX Companies, Inc. (TJX) 8/5/2008 Market cap: $15.0B Yield: 1.25%
The Boeing Company (BA) 8/6/2008 Market cap: $50.3B Yield: 2.39%
Equitable Resources, Inc. (EQT) 8/6/2008 Market cap: $7.5B Yield: 1.53%
Lubrizol Corporation (LZ) 8/6/2008 Market cap: $3.1B Yield: 2.69%
Pfizer Inc. (PFE) 8/6/2008 Market cap: $123.8B Yield: 6.96%
Wells Fargo & Company (WFC) 8/6/2008 Market cap: $90.3B Yield: 4.46%
Rockwell Automation (ROK) 8/7/2008 Market cap: $6.5B Yield: 2.62%
Sunoco, Inc. (SUN) 8/7/2008 Market cap: $4.3B Yield: 3.27%
Penske Automotive Group, Inc. (PAG) 8/7/2008 Market cap: $1.3B Yield: 2.73%
Adams Express Company (ADX) 8/8/2008 Market cap: $1.0B Yield: 1.71%
Petroleum & Resources (PEO) 8/8/2008 Market cap: $859.6M Yield: 1.37%
Wyeth (WYE) 8/11/2008 Market cap: $63.4B Yield: 2.36%
Applied Materials, Inc. (AMAT) 8/12/2008 Market cap: $25.1B Yield: 1.29%
Applied Industrial Technologies (AIT) 8/13/2008 Market cap: $1.1B Yield: 2.35%
CIT Group Inc. (CIT) 8/13/2008 Market cap: $2.3B Yield: 4.72%
Corus Entertainment Inc. (CJR) 8/13/2008 Market cap: $1.3B Yield: 3.64%
Duke Energy Corporation (DUK) 8/13/2008 Market cap: $21.7B Yield: 5.12%
Ferro Corporation (FOE) 8/13/2008 Market cap: $938.9M Yield: 2.70%
The Kroger Co. (KR) 8/13/2008 Market cap: $19.1B Yield: 1.23%
Eli Lilly & Co. (LLY) 8/13/2008 Market cap: $55.0B Yield: 3.89%
Pitney Bowes Inc. (PBI) 8/13/2008 Market cap: $6.7B Yield: 4.31%
Shaw Communications Inc. (SJR) 8/13/2008 Market cap: $9.3B Yield: 3.33%
Sonoco Products Company (SON) 8/13/2008 Market cap: $3.1B Yield: 3.47%
Southwest Gas Corporation (SWX) 8/13/2008 Market cap: $1.2B Yield: 3.19%
United Technologies (UTX) 8/13/2008 Market cap: $62.2B Yield: 1.98%
Wal-Mart Stores, Inc. (WMT) 8/13/2008 Market cap: $226.4B Yield: 1.65%
Spectra Energy Corp. (SE) 8/13/2008 Market cap: $16.0B Yield: 3.53%
Fastenal Company (FAST) 8/14/2008 Market cap: $7.4B Yield: 1.01%
International Paper Company (IP) 8/14/2008 Market cap: $9.9B Yield: 4.30%
L-3 Communications Holdings, Inc. (LLL) 8/14/2008 Market cap: $10.9B Yield: 1.35%
PACCAR Inc (PCAR) 8/14/2008 Market cap: $16.1B Yield: 1.64%
Ryder System, Inc. (R) 8/14/2008 Market cap: $4.1B Yield: 1.30%
Author owns PFE.
By Fred Fuld at Stockerblog.com
Famous Sayings of Warren Buffett
Warren Buffett, one of the richest billionaires in the world, has come up with some interesting quotations, well worth reading and remembering. Although he doesn't make as much money as Indra Nooyi, head of Pepsi (PEP), in terms of salary, he makes a ton of money for his investors in Berkshire Hathaway (BRK-A) company.
By the way, did you know that you could have had lunch with Warren Buffett? It would have only cost you $2 million through an eBay (EBAY) charity auction.
Here are a few great gems from this famous billionaire investor:
"Long ago, Sir Isaac Newton gave us three laws of motion, which were the work of genius. But Sir Isaac's talents didn't extend to investing: He lost a bundle in the South Sea Bubble, explaining later, 'I can calculate the movement of the stars, but not the madness of men.' If he had not been traumatized by this loss, Sir Isaac might well have gone on to discover the Fourth Law of Motion: For investors as a whole, returns decrease as motion increases."
"[The perfect amount of money to leave children is] enough money so that they would feel they could do anything, but not so much that they could do nothing."
"If you're in the luckiest 1 per cent of humanity, you owe it to the rest of humanity to think about the other 99 per cent."
"[Gold] gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head."
"Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful."
By the way, did you know that you could have had lunch with Warren Buffett? It would have only cost you $2 million through an eBay (EBAY) charity auction.
Here are a few great gems from this famous billionaire investor:
"Long ago, Sir Isaac Newton gave us three laws of motion, which were the work of genius. But Sir Isaac's talents didn't extend to investing: He lost a bundle in the South Sea Bubble, explaining later, 'I can calculate the movement of the stars, but not the madness of men.' If he had not been traumatized by this loss, Sir Isaac might well have gone on to discover the Fourth Law of Motion: For investors as a whole, returns decrease as motion increases."
"[The perfect amount of money to leave children is] enough money so that they would feel they could do anything, but not so much that they could do nothing."
"If you're in the luckiest 1 per cent of humanity, you owe it to the rest of humanity to think about the other 99 per cent."
"[Gold] gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head."
"Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy when others are fearful."
Wednesday, July 16, 2008
Back to School Stocks
Last year, I wrote an article about the various publicly traded colleges and universities. However, there are other ways to play the education market.
Most high schools and colleges are starting their fall session in August and September so maybe it is worth taking a closer look at back to school stocks. One of the biggest expenses is a computer, with the primary choices being either an Apple (AAPL) MacBook laptop or a Dell (DELL) laptop. The primary choice for printers is the Hewlett Packard (HPQ). Whether your son or daughter has a Mac or PC, they all seem to use Microsoft Office, made by Microsoft (MSFT).
Apple Inc. has a price earnings ratio of 36 and a “price earnings to growth” ratio of 1.28. Dell has a forward P/E of 17 and a PEG of 1.14. Hewlett-Packard has a P/E of 14, a PEG of 0.89, and pays a small yield of 0.8%. Microsoft Corporation has a P/E of 16, a PEG of 1.24, and a yield of 1.7%.
The other big going-off-to-school expense is clothing. the Quiksilver Inc. (ZQK) brand is the clothing of choice for students who enjoy skiing, snow boarding, or surfing. The stock has a forward P/E of 9 and a PEG of 0.89.
Other students like Under Armour, Inc. (UA), which develops and markets microfiber apparel, such as sweats, T-shirts, socks, and baseball caps. The stock has a P/E of 30 and a PEG of 0.93. Nike Inc. (NKE), the famous athletic shoe manufacturer, is another company that benefits from the parents’ clothing budget. The stock has a P/E of 16, a PEG of 1.1, and a yield of 1.6%.
For college students, textbooks are a necessity but very expensive. In public high schools, the textbooks are usually purchased by the school districts. One of the recipients of these expenditures is Pearson plc (PSO), the United Kingdon based publisher of textbooks and related educational materials for colleges and universities, which has a P/E of 17, a PEG of 1.22, and a fairly high yield of 7.1%. Another publisher of textbooks is John Wiley & Sons Inc. (JW-A), which also publishes technical journals, medical journals, and integrated online learning resources for college students. They have a P/E of 18, and a yield of 1.2%.
Blackboard Inc. (BBBB) markets and services online teaching and learning environment software and has a huge share of the college and university market.. Professors use Blackboard as a repository for the class syllabus, the assignments and homework, presentations, tests, and discussion boards. Although the stock has an extremely high P/E of 145, and the PEG is 2.09.
For a list of all ten of the back to school stocks in an Excel format which you can sort, add to, and change, go to WallStreetNewsNetwork.com.
Author owns MSFT and AAPL.
By Fred Fuld at Stockerblog.com
Monday, July 14, 2008
Largest of the Top 20 Quarterly Dividend Stocks
It it amazing that there are dozens of companies paying over 10% yields. Whether they can keep up those rates or even keep paying any more dividends in the future is another story. Four of the following five stocks have market caps over $1 billion and the other has a market cap over $500 million.
iStar Financial Inc. (SFI) is a $1.57 billion market cap company which is in the commercial real estate finance industry. The stock has a PE of 8.2, a PEG of 0.41, and pays a yield of 27.4%.
Capitalsource Inc. (CSE) with a 2.60 billion market cap, is a finance company for small and medium-sized businesses. The stock has a PE of 20.6, a PEG of 0.57, and pays a yield of 23.8%.
Northstar Realty (NRF) is a real estate investment trust which has a 507.16 million market cap. The stock has a PE of 2.1, a PEG of 0.84, and pays a yield of 17.9%.
Apollo Investment (AINV) is an investment company which provides mezzanine financing, senior secured loans, and PIPES transactions. They have a market cap of 1.96 billion. The stock has a PEG of 1.37, and pays a yield of 15.3%.
Tri Continantal Corp. (TY) is a closed end equity fund specializing in large-cap stocks. They have a market cap of 1.69 billion, and pay a yield of 13.1%.
These stocks can be tracked at Stockpickr.com. An Excel database of all twenty of the highest yielding quarterly dividend stocks that can be downloaded, added to, and sorted is available at WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
iStar Financial Inc. (SFI) is a $1.57 billion market cap company which is in the commercial real estate finance industry. The stock has a PE of 8.2, a PEG of 0.41, and pays a yield of 27.4%.
Capitalsource Inc. (CSE) with a 2.60 billion market cap, is a finance company for small and medium-sized businesses. The stock has a PE of 20.6, a PEG of 0.57, and pays a yield of 23.8%.
Northstar Realty (NRF) is a real estate investment trust which has a 507.16 million market cap. The stock has a PE of 2.1, a PEG of 0.84, and pays a yield of 17.9%.
Apollo Investment (AINV) is an investment company which provides mezzanine financing, senior secured loans, and PIPES transactions. They have a market cap of 1.96 billion. The stock has a PEG of 1.37, and pays a yield of 15.3%.
Tri Continantal Corp. (TY) is a closed end equity fund specializing in large-cap stocks. They have a market cap of 1.69 billion, and pay a yield of 13.1%.
These stocks can be tracked at Stockpickr.com. An Excel database of all twenty of the highest yielding quarterly dividend stocks that can be downloaded, added to, and sorted is available at WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Guest Article: TWIN DISASTERS Freddie Mac and Fannie Mae
TWIN DISASTERS
Freddie Mac and Fannie Mae
No love for these two stocks.
Even after Treasury Secretary Henry Paulson made a statement ensuring that Fannie Mae and Freddie Mac would remain as presently constituted to carry out their mission it was not enough to satisfy most investors.
Both Fannie Mae and Freddie Mac hold about $5 trillion worth of mortgage guarantees in this country, roughly about half of the 9.5 trillion mortgage debt. Their survival is paramount.
The trouble with these two companies is the latest depressing factor in the current credit and confidence crisis that the United States is going through at the present time. This type of negative information is depressing for stocks and weighs on the minds of investors. This type of mindset is similar to the early seventies when we witnessed the last prolonged bear market.
There are no quick fixes to our current set of problems, only trading opportunities.
We live in a capitalist society and these are the cycles that we go through every 30 to 40 years. This is the price we pay for living in a free society.
My new eight minute video shows in detail how easy it is to avoid disaster stocks like Freddie and Fannie. I also show you in very clear terms how to fortress your portfolio to withstand any type of financial tornado that blows through the world economy.
Enjoy the video,
Adam Hewison
Freddie Mac and Fannie Mae
No love for these two stocks.
Even after Treasury Secretary Henry Paulson made a statement ensuring that Fannie Mae and Freddie Mac would remain as presently constituted to carry out their mission it was not enough to satisfy most investors.
Both Fannie Mae and Freddie Mac hold about $5 trillion worth of mortgage guarantees in this country, roughly about half of the 9.5 trillion mortgage debt. Their survival is paramount.
The trouble with these two companies is the latest depressing factor in the current credit and confidence crisis that the United States is going through at the present time. This type of negative information is depressing for stocks and weighs on the minds of investors. This type of mindset is similar to the early seventies when we witnessed the last prolonged bear market.
There are no quick fixes to our current set of problems, only trading opportunities.
We live in a capitalist society and these are the cycles that we go through every 30 to 40 years. This is the price we pay for living in a free society.
My new eight minute video shows in detail how easy it is to avoid disaster stocks like Freddie and Fannie. I also show you in very clear terms how to fortress your portfolio to withstand any type of financial tornado that blows through the world economy.
Enjoy the video,
Adam Hewison
Sunday, July 13, 2008
Tidal Power Stocks
Tidal power, not to be confuesed with wave power, is the conversion of the energy of tides into electricity. Tides are the rising and falling motion of the earth's ocean surface caused by the gravitational tidal forces of the Moon and the Sun. Tide mills have been around for a very long time, reportedly since Roman times. Tide power is one of the most renewable sources of energy in existance, since tides last forever.
Pacific Gas and Electric (PCG) is building the first American commercial tidal and wave power plant in Northern California, in conjunction with Finavera, which will be located 2.5 miles off the California coast and is expected to begin operations in a few years, providing power to about 1500 homes. The contract to begin the project was signed in 2007. The stock has a PE of 14, a PEG of 1.86 and a yield of 4% .
Ocean Power Technologies, Inc (OPTT) develops proprietary systems that generate electricity through ocean tides and waves. Their PowerBuoy system is used to supply electricity to local and regional electric power grids. The company recently generated negative earnings of $1.38 per share. This is a very low cap stock of less than $95 million and should therefore be considered very speculative.
General Electric (GE) has invested in several marine energy companies. The stock has a PE of 13, a PEG of 1.13, and a yield of 4.5%.
Pelamis Wave Power, formerly known as Ocean Power Delivery, is a privately held company which has several owners including various venture capital funds and Norsk Hydro ADR (NHYDY.PK). Norsk Hydro has a PE of 5 and a yield of 5.5% .
E.ON AG (EONGY.PK) is a German based company which has been investing in small marine energy companies. The stock has a PE of 13 and a yield of 3.2%.
RWE AG ADR (RWEOY.PK) RWE's NPower announced that it is in partnership with Marine Current Turbines to build a tidal farm of SeaGen turbines off the coast of Anglesey in Wales. The stock has a PE of 23 and a yield of 4%.
Other types of renewable energy stocks include co-generation stocks, solar stocks, fuel cell stocks, wind power stocks, geothermal stocks, flywheel stocks, and methane stocks.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Friday, July 11, 2008
Over 200 Stocks with Tax Free Dividends
There are over 200 closed end funds [for purposes of this article, closed end funds or CEFs are considered stocks] which pay dividends that are tax free. Generally the tax free status comes from non-taxable municipal bond interest, although they can be from tax management of the portfolio. In addition to being exempt from Federal taxes, some of the stocks have dividends that are exempt from state income taxes, depending on the types of muni bonds that are held in the portfolio.
One of the highest yielding stocks with tax favored dividends is the Pioneer Municipal and Equity Income Trust (PBF), formerly known as the Pioneer Tax Advantaged Balanced Trust, which yields 11.1% which is partially tax free. This CEF invests at least 25% to 50% of its assets in income stocks and 50% to 75% in tax free municipal bonds. It was founded in 2003 and pays dividends monthly.
The Colonial Municipal Income Trust (CMU) is one of the highest yielding stocks with a dividend that is completely tax free, paying a yield of 6.6%. They invest in medium and lower quality state and local government municipal bonds, and they pay dividends monthly. They were founded in 1987.
PIMCO California Municipal Income Fund II (PCK) is one of the top yielding California muni bond CEF which pays a yield of 6.1%, exempt from both Federal and California state income taxes. They were founded in 2002 and pay dividends monthly.
BlackRock New Jersey Municipal Income Trust (BNJ) pays the highest tax free yield for New Jersey residents, yielding 6%. They were founded in 2001 and pay monthly.
For Pennsylvania, the Van Kampen Pennsylvania Value Municipal Income Trust (VPV) pays 6% also. Founded in 1992, they pay monthly.
BlackRock New York Municipal Income Trust (BNY) is one of the best yielders for New Yorkers, paying 5.9%. They pay monthly and were founded in 2001.
If you live in Massachusetts, Van Kampen Massachusetts Value Municipal Income Trust (VMV) may be the one for you, paying 5.8%. They've been around since 1992 and pay monthly.
For an Excel list of over 200 stocks that pay tax free dividends that you can download, change, and sort, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
One of the highest yielding stocks with tax favored dividends is the Pioneer Municipal and Equity Income Trust (PBF), formerly known as the Pioneer Tax Advantaged Balanced Trust, which yields 11.1% which is partially tax free. This CEF invests at least 25% to 50% of its assets in income stocks and 50% to 75% in tax free municipal bonds. It was founded in 2003 and pays dividends monthly.
The Colonial Municipal Income Trust (CMU) is one of the highest yielding stocks with a dividend that is completely tax free, paying a yield of 6.6%. They invest in medium and lower quality state and local government municipal bonds, and they pay dividends monthly. They were founded in 1987.
PIMCO California Municipal Income Fund II (PCK) is one of the top yielding California muni bond CEF which pays a yield of 6.1%, exempt from both Federal and California state income taxes. They were founded in 2002 and pay dividends monthly.
BlackRock New Jersey Municipal Income Trust (BNJ) pays the highest tax free yield for New Jersey residents, yielding 6%. They were founded in 2001 and pay monthly.
For Pennsylvania, the Van Kampen Pennsylvania Value Municipal Income Trust (VPV) pays 6% also. Founded in 1992, they pay monthly.
BlackRock New York Municipal Income Trust (BNY) is one of the best yielders for New Yorkers, paying 5.9%. They pay monthly and were founded in 2001.
If you live in Massachusetts, Van Kampen Massachusetts Value Municipal Income Trust (VMV) may be the one for you, paying 5.8%. They've been around since 1992 and pay monthly.
For an Excel list of over 200 stocks that pay tax free dividends that you can download, change, and sort, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Top China Stocks by PEG
Chinese stocks have been hit heavily during the last several months, and if you are bottom fishing, Chinese stocks with low price earnings to growth ratios [PEG] might be worth taking a close look at. Remember the lower the PEG, the better the buy. A PEG between 1 and 2 is good, and below one is great.
By the way, did you see the article about the Chinese students who were banned from taking their final exams for playing the stock market?
Here are the top ten China stocks by PEG.
China Life Insurance Co. ( LFC ) is a provider of life insurance and annuity products in China. The stock has a PE of 7.78 and a PEG of 0.19. It even pays a yield of 1.7%.
Solarfun Power Holding ( SOLF ) makes and markets photovoltaic cells and photovoltaic modules. The stock has a PE of 18.98 and a PEG of 0.19.
Yingli Green Energy ( YGE ) is another photovoltaic manufacturer. The stock has a PE of 22.89 and a PEG of 0.21.
Xinhua Finance Media ( XFML ) has five divisions in the areas of Broadcast, Print, Production, Advertising, and Research. The stock has a PE of 23.23 and a PEG of 0.24.
3Sbio Inc. ( SSRX ) makes and markets biopharmaceutical products in China. The stock has a PE of 16.21 and a PEG of 0.28.
E-House Holdings ( EJ ) is a provider of real estate agency services, real estate brokerage services, and real estate consulting services. The stock has a PE of 17.65 and a PEG of 0.28.
Actions Semiconductor ( ACTS ) is a a fabless semiconductor company which makes system-on-a-chip products. The stock has a PE of 5.85 and a PEG of 0.29.
LDK Solar Co ( LDK ) makes and markets multicrystalline solar wafers used in solar cells and solar modules The stock has a PE of 21.42 and a PEG of 0.29.
Acorn International ( ATV ) operates a TV direct sales platform and nationwide distribution network. The stock has a PE of 27.57 and a PEG of 0.32.
Trina Solar Ltd ( TSL ) makes and markets solar-power products. The stock has a PE of 17.04 and a PEG of 0.32.
To see an Excel list of over 50 China stocks along with their PE and PEG ratios, which can be downloaded, changed and sorted, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
By the way, did you see the article about the Chinese students who were banned from taking their final exams for playing the stock market?
Here are the top ten China stocks by PEG.
China Life Insurance Co. ( LFC ) is a provider of life insurance and annuity products in China. The stock has a PE of 7.78 and a PEG of 0.19. It even pays a yield of 1.7%.
Solarfun Power Holding ( SOLF ) makes and markets photovoltaic cells and photovoltaic modules. The stock has a PE of 18.98 and a PEG of 0.19.
Yingli Green Energy ( YGE ) is another photovoltaic manufacturer. The stock has a PE of 22.89 and a PEG of 0.21.
Xinhua Finance Media ( XFML ) has five divisions in the areas of Broadcast, Print, Production, Advertising, and Research. The stock has a PE of 23.23 and a PEG of 0.24.
3Sbio Inc. ( SSRX ) makes and markets biopharmaceutical products in China. The stock has a PE of 16.21 and a PEG of 0.28.
E-House Holdings ( EJ ) is a provider of real estate agency services, real estate brokerage services, and real estate consulting services. The stock has a PE of 17.65 and a PEG of 0.28.
Actions Semiconductor ( ACTS ) is a a fabless semiconductor company which makes system-on-a-chip products. The stock has a PE of 5.85 and a PEG of 0.29.
LDK Solar Co ( LDK ) makes and markets multicrystalline solar wafers used in solar cells and solar modules The stock has a PE of 21.42 and a PEG of 0.29.
Acorn International ( ATV ) operates a TV direct sales platform and nationwide distribution network. The stock has a PE of 27.57 and a PEG of 0.32.
Trina Solar Ltd ( TSL ) makes and markets solar-power products. The stock has a PE of 17.04 and a PEG of 0.32.
To see an Excel list of over 50 China stocks along with their PE and PEG ratios, which can be downloaded, changed and sorted, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Wednesday, July 09, 2008
Oil Stocks with Very High Yields
With the price of oil reaching almost $150 per barrel, and the oil stocks having a selloff in the last few days, investors are looking for ways to invest in oil but receive a high income in return. One investment that meets these objectives are the Canadian Income Trusts, also known as Canadian Oil Income Trusts or Canadian Royalty Trusts. They pass through all their earnings from their oil and gas wells to the trust holders, similar to real estate investment trusts. There is no taxation at the corporate level since they are structured as trusts plus, and a portion of the dividends may be non-taxable due to depletion and depreciation write-offs.
There are a couple of negative issues you should be aware of. The Canadian government came out with a plan to tax all Canadian trusts at the corporate level beginning in the year 2011. In addition, the Canadian royalty trusts should never be put into a retirement plan due to the withholding tax issue.
Below is a selection of some of the Canadian income trusts that trade on US stock exchanges.
Harvest Energy (HTE) is a Calgary, Canada company which has paid monthly dividends since July 2005. The company has operations in Alberta, Newfoundland and Labrador. It pays a yield of 16.2%.
Pengrowth Energy (PGH) has been paying dividends since July 2004. Its reserves include about 320,000 thousands of barrels of oil equivalent. The stock has a P/E of 12, with a yield of 14.4%.
Provident Energy Trust (PVX), another Calgary, Alberta based company, has been paying monthly dividends since October 2002. They have operations in Alberta, Saskatchewan, California, Wyoming, Texas, Florida, and Michigan. The stock has a P/E of 128, and pays a yield of 13.5%.
Advantage Energy Income (AAV), has paid dividends since April 2004. They have operations in Alberta, British Columbia, Saskatchewan, and Manitoba. The stock has a yield of 12.4%.
To get an Excel list of all the US-traded Canadian Oil Income Trusts, which you can download, change, and sort, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
There are a couple of negative issues you should be aware of. The Canadian government came out with a plan to tax all Canadian trusts at the corporate level beginning in the year 2011. In addition, the Canadian royalty trusts should never be put into a retirement plan due to the withholding tax issue.
Below is a selection of some of the Canadian income trusts that trade on US stock exchanges.
Harvest Energy (HTE) is a Calgary, Canada company which has paid monthly dividends since July 2005. The company has operations in Alberta, Newfoundland and Labrador. It pays a yield of 16.2%.
Pengrowth Energy (PGH) has been paying dividends since July 2004. Its reserves include about 320,000 thousands of barrels of oil equivalent. The stock has a P/E of 12, with a yield of 14.4%.
Provident Energy Trust (PVX), another Calgary, Alberta based company, has been paying monthly dividends since October 2002. They have operations in Alberta, Saskatchewan, California, Wyoming, Texas, Florida, and Michigan. The stock has a P/E of 128, and pays a yield of 13.5%.
Advantage Energy Income (AAV), has paid dividends since April 2004. They have operations in Alberta, British Columbia, Saskatchewan, and Manitoba. The stock has a yield of 12.4%.
To get an Excel list of all the US-traded Canadian Oil Income Trusts, which you can download, change, and sort, go to WallStreetNewsNetwork.com.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Monday, July 07, 2008
Book Review: Profit from the Peak
Over the July 4 weekend, I read the book Profit from the Peak: The End of Oil and the Greatest Investment Event of the Century
by Brian Hicks and Chris Nelder. This is by far that best book I have read in a long time on oil and alternative investments.
One of the key points of the book is that oil production has peaked and oil reserves will last about 30 years at the most. In addition, the book mentions that coal and natural gas may be peaking soon. The authors back up every thing they cover with extensive well-documented charts and graphs. What the book does is discuss in great detail, but in easy to understand language, all the various energy alternatives, including biofuels, solar and photovoltaics, geothermal, nuclear, wind, wave and tidal energy. What I really like is at the end of each discussion of energy sources, they give specific stock recommendations and why they are appropriate investment opportunities.
Chapter 4 has an interesting title, $480 A Barrel: The True Value Of Oil. Check out this book and you will realize that the era of cheap oil is gone forever, but there are many ways to profit from these new conditions.
The book is up-to-date and extensively researched. I highly recommend Profit from the Peak.
Review by Fred Fuld at Stockerblog.com
by Brian Hicks and Chris Nelder. This is by far that best book I have read in a long time on oil and alternative investments. One of the key points of the book is that oil production has peaked and oil reserves will last about 30 years at the most. In addition, the book mentions that coal and natural gas may be peaking soon. The authors back up every thing they cover with extensive well-documented charts and graphs. What the book does is discuss in great detail, but in easy to understand language, all the various energy alternatives, including biofuels, solar and photovoltaics, geothermal, nuclear, wind, wave and tidal energy. What I really like is at the end of each discussion of energy sources, they give specific stock recommendations and why they are appropriate investment opportunities.
Chapter 4 has an interesting title, $480 A Barrel: The True Value Of Oil. Check out this book and you will realize that the era of cheap oil is gone forever, but there are many ways to profit from these new conditions.
The book is up-to-date and extensively researched. I highly recommend Profit from the Peak
.Review by Fred Fuld at Stockerblog.com
Saturday, July 05, 2008
Top Dividend Buys for Late July
If you are looking for dividend buys, here are some stocks going ex-dividend during the last half of July. Most of the following stocks have a PE below 20, all have PEG ratios below 2.5, and yields over 2.5%.
First Defiance Financial (FDEF) 7/9/2008 Yield: 6.62% PE: 8 PEG: 0.99
Horizon Financial Corp (HRZB) 7/9/2008 Yield: 9.22% PE: 4 PEG: 0.36
West Coast Bancorp (WCBO) 7/9/2008 Yield: 6.62% PE: 13 PEG: 1.23
Whole Foods Market, Inc. (WFMI) 7/9/2008 Yield: 3.52% PE: 21 PEG: 1.12
Washington Federal Inc. (WFSL) 7/9/2008 Yield: 4.75% PE: 12 PEG: 1.47
BB&T Corporation (BBT) 7/9/2008 Yield: 7.78% PE: 8 PEG: 1.09
Ennis, Inc. (EBF) 7/9/2008 Yield: 4.11% PE: 9 PEG: 0.90
Capital Bank Corporation (CBKN) 7/10/2008 Yield: 3.72% PE: 13 PEG: 1.42
Gevity HR, Inc. (GVHR) 7/11/2008 Yield: 3.90% PE: 22 PEG: 2.45
Heritage Financial Corporation (HFWA) 7/11/2008 Yield: 6.08% PE: 9 PEG: 0.69
Lithia Motors, Inc. (LAD) 7/11/2008 Yield: 11.86% PE: 6 PEG: 0.56
Oxford Industries, Inc. (OXM) 7/11/2008 Yield: 3.82% PE: 12 PEG: 0.96
Shaw Communications Inc. (SJR) 7/11/2008 Yield: 3.45% PE: 14 PEG: 0.79
Watsco, Incorporated (WSO) 7/11/2008 Yield: 4.36% PE: 19 PEG: 1.31
Abbott Laboratories (ABT) 7/11/2008 Yield: 2.65% PE: 22 PEG: 1.79
The Bon-Ton Stores, Inc. (BONT) 7/11/2008 Yield: 3.87% PE: 16 PEG: 0.89
City Holding Company (CHCO) 7/11/2008 Yield: 3.49% PE: 13 PEG: 1.80
Corus Entertainment Inc. (CJR) 7/11/2008 Yield: 3.52% PE: 12 PEG: 0.83
McGrath RentCorp (MGRC) 7/14/2008 Yield: 3.33% PE: 14 PEG: 0.89
Quaker Chemical Corporation (KWR) 7/15/2008 Yield: 3.71% PE: 16 PEG: 0.91
WD-40 Company (WDFC) 7/15/2008 Yield: 3.69% PE: 15 PEG: 1.59
CBRL Group, Inc. (CBRL) 7/16/2008 Yield: 3.46% PE: 7 PEG: 0.70
Royal Bank of Canada (RY) 7/22/2008 Yield: 4.66% PE: 12 PEG: 1.58
Spartech Corporation (SEH) 7/22/2008 Yield: 5.89% PE: 28 PEG: 2.37
Williams-Sonoma, Inc. (WSM) 7/23/2008 Yield: 2.59% PE: 11 PEG: 0.99
The Clorox Company (CLX) 7/24/2008 Yield: 3.04% PE: 17 PEG: 1.57
Zenith National Insurance Corp. (ZNT) 7/29/2008 Yield: 5.59% PE: 6 PEG: 1.27
Lifetime Brands, Inc. (LCUT) 7/30/2008 Yield: 3.35% PE: 36 PEG: 2.41
Bank of Montreal (BMO) 7/30/2008 Yield: 6.94% PE: 11 PEG: 2.30
If you are unfamiliar with the concept of buying dividends, you should check out the article on dividend buying. Also check out the list of dividend definitions.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
First Defiance Financial (FDEF) 7/9/2008 Yield: 6.62% PE: 8 PEG: 0.99
Horizon Financial Corp (HRZB) 7/9/2008 Yield: 9.22% PE: 4 PEG: 0.36
West Coast Bancorp (WCBO) 7/9/2008 Yield: 6.62% PE: 13 PEG: 1.23
Whole Foods Market, Inc. (WFMI) 7/9/2008 Yield: 3.52% PE: 21 PEG: 1.12
Washington Federal Inc. (WFSL) 7/9/2008 Yield: 4.75% PE: 12 PEG: 1.47
BB&T Corporation (BBT) 7/9/2008 Yield: 7.78% PE: 8 PEG: 1.09
Ennis, Inc. (EBF) 7/9/2008 Yield: 4.11% PE: 9 PEG: 0.90
Capital Bank Corporation (CBKN) 7/10/2008 Yield: 3.72% PE: 13 PEG: 1.42
Gevity HR, Inc. (GVHR) 7/11/2008 Yield: 3.90% PE: 22 PEG: 2.45
Heritage Financial Corporation (HFWA) 7/11/2008 Yield: 6.08% PE: 9 PEG: 0.69
Lithia Motors, Inc. (LAD) 7/11/2008 Yield: 11.86% PE: 6 PEG: 0.56
Oxford Industries, Inc. (OXM) 7/11/2008 Yield: 3.82% PE: 12 PEG: 0.96
Shaw Communications Inc. (SJR) 7/11/2008 Yield: 3.45% PE: 14 PEG: 0.79
Watsco, Incorporated (WSO) 7/11/2008 Yield: 4.36% PE: 19 PEG: 1.31
Abbott Laboratories (ABT) 7/11/2008 Yield: 2.65% PE: 22 PEG: 1.79
The Bon-Ton Stores, Inc. (BONT) 7/11/2008 Yield: 3.87% PE: 16 PEG: 0.89
City Holding Company (CHCO) 7/11/2008 Yield: 3.49% PE: 13 PEG: 1.80
Corus Entertainment Inc. (CJR) 7/11/2008 Yield: 3.52% PE: 12 PEG: 0.83
McGrath RentCorp (MGRC) 7/14/2008 Yield: 3.33% PE: 14 PEG: 0.89
Quaker Chemical Corporation (KWR) 7/15/2008 Yield: 3.71% PE: 16 PEG: 0.91
WD-40 Company (WDFC) 7/15/2008 Yield: 3.69% PE: 15 PEG: 1.59
CBRL Group, Inc. (CBRL) 7/16/2008 Yield: 3.46% PE: 7 PEG: 0.70
Royal Bank of Canada (RY) 7/22/2008 Yield: 4.66% PE: 12 PEG: 1.58
Spartech Corporation (SEH) 7/22/2008 Yield: 5.89% PE: 28 PEG: 2.37
Williams-Sonoma, Inc. (WSM) 7/23/2008 Yield: 2.59% PE: 11 PEG: 0.99
The Clorox Company (CLX) 7/24/2008 Yield: 3.04% PE: 17 PEG: 1.57
Zenith National Insurance Corp. (ZNT) 7/29/2008 Yield: 5.59% PE: 6 PEG: 1.27
Lifetime Brands, Inc. (LCUT) 7/30/2008 Yield: 3.35% PE: 36 PEG: 2.41
Bank of Montreal (BMO) 7/30/2008 Yield: 6.94% PE: 11 PEG: 2.30
If you are unfamiliar with the concept of buying dividends, you should check out the article on dividend buying. Also check out the list of dividend definitions.
Author does not own any of the above.
By Fred Fuld at Stockerblog.com
Heidi Klum Stock Index
Klum is ranked the second richest supermodel in terms of earnings, according to Forbes Magazine. The Heidi Klum Stock Index consists of stocks of companies that Heidi Klum has acted as the spokesperson for.
Components of the Heidi Klum Stock Index:
Limited Brands Inc. (LTD), owner of Victoria's Secret where she reportedly received a $3.8 million per year contract.
McDonald's (MCD)
Volkswagen A G (VLKAY.PK)
Target Corp. (TGT) TV commercial can be seenon YouTube
Procter Gamble Co. (PG) owner of the Braun shaving products business
Nike Inc. (NKE)
Jones Apparel Group (JNY) owner of the Nine West women's fashion retailer
H & M, also known as Hennes & Mauritz AB (HNNMY.PK) the Swedish clothing company
Over the last six months, the Heidi Klum index outperformed the Dow Jones Industrial Average as it was down only 4%, whereas the Dow Jones Industrial Average was down 14%.
Assumptions:
This is a price-weighted index, similar to the Dow Jones Industrial Average.
Dividends were included.
Other celebrity indexes worth checking out:
Paris Hilton Stock Index
Jessica Alba Stock Index
Eva Longoria Stock Index
Gisele Bundchen Stock Index
Author owns MCD.
By Fred Fuld for Stockerblog.com.
Thursday, July 03, 2008
Getting Married Stocks
Juno is the Roman goddess of marriage and queen of the gods. Maybe that’s why June, which comes from the name Juno, is generally considered the most popular month of the year for getting married. Since June has just passed, maybe there are some wedding stocks worth looking at. By the way, did you see the article about the prospective bride who auctioned off the sponsorship of her wedding? You'll never guess who the successful bidder was.
Before you can even have a wedding, there needs to be an engagement, and the focal point of the engagement is the ring. Speaking of word derivations, did you know that Tiffany comes from the Greek name Theophania, which means manifestation of God. Tiffany & Co. (TIF), which trades on the New York Stock Exchange, was founded as a “stationery and fancy goods emporium” in 1837. It is now one of the leading jewelry stores in North America. The stock has a PE of 17, a PEG of 1.05, and pays a yield of 1.7%.
Signet Group plc (SIG) is a specialty jewelry retailer has stores in the United States and the United Kingdom. They operate under the names Kay Jewelers, Jared The Galleria Of Jewelry, JB Robinson Jewelers, Marks & Morgan Jewelers, Belden Jewelers, Weisfield Jewelers, and many other names. The stock has a PE of 8 and a PE of 0.67. They pay a yield of 7.3%.
Another jewelry store is Blue Nile Inc. (NILE), which is an online portal for rings, diamonds, and jewelry, and trades on NASDAQ. It is the largest online retailer of certified diamonds in the world. They have a PE of 40 and a PEG of 1.93.
Zale Corp. (ZLC), which trades on the NYSE. is the second largest specialty retailer of fine jewelry in North America. They offer moderately priced jewelry in 789 stores throughout all 50 states. Zale has a P/E of 48.5.
For planning weddings, couples turn to The Knot, Inc. (KNOT), traded on NASDAQ, which has offers media services to the wedding and newlywed markets. They own TheKnot.com, WeddingChannel.com, and TheNest.com, The price earnings ratio is 28 and the PEG is a favorable 1.51.
A wedding isn’t a wedding without flowers. They are available through FTD Group Inc. (FTD), which markets flowers and specialty gifts. The company, also known as Florists' Transworld Delivery, was founded in 1910. The stock has a PE of 11, a favorable PEG of 0.75, and pays a yield of 4.9%.
1-800-Flowers.com Inc. (FLWS) was was one of the first major retailers to establish an Internet presence back in April 1995. They retail flowers, plants, gift baskets, gourmet foods, candy, and stuffed animals. They have a P/E of 17 and a PEG of 0.92.
Another related group of stocks are the diamond stocks.
Author does not have positions in any of the above.
By Fred Fuld at Stockerblog.com
Guest Article by Steve McClellan: Clean Up and Rethink Your Portfolio During Vacation
Clean Up and Rethink Your Portfolio During Vacation
by Stephen T. McClellan
It’s almost the Fourth of July and vacation time beckons. I think distance or a relaxing change of venue like a beach resort, when you are not inundated by everyday distractions, is a perfect opportunity to ponder your investment holdings. Reassessment and review in a disciplined manner is especially critical in December in order to make year-end investment changes that have tax implications. But on vacation this summer, along with my book Full of Bull (your required reading!), take your monthly brokerage statement and mull it over at the pool with your piña colada.
Rethink your overall strategy or themes and shake off any emotional paralysis that has locked you into certain stock positions. Maybe your theme is stale; are there newly emerging trends to begin investing in? A market analyst I respect, Ray DeVoe Jr., terms this “liberation from the prison of past decisions.”
Some stocks may have attained too heavy a weighting for your peace of mind. However, this is where I disagree with most “experts,” those who advise periodic rebalancing by trimming back oversized positions. Your biggest winners that become the outsized positions in your portfolio are probably the last things you should contemplate selling. I prefer a higher weighting in my best investments rather than just a normal position. If you believe that prospects remain favorable for one of your most sizeable stock positions, buy more, if anything, rather than cutting back.
Other stocks you own may have lagged for so long, it’s time to give up. What is your comfort level or enthusiasm with each individual stock in your portfolio? There are tax considerations when taking gains; maybe there are losers to be used as an offset. A reticence to sell stocks that haven’t worked out — that is, to admit mistakes — is normal. But by not selling your losers and moving on, you commit another mistake. Accept your failures, step up to the plate, and dump your junk so you can start afresh. It only hurts for a bit, and then you feel liberated.
After returning from vacation and if you have been out of touch with the stock market, financial news and the price changes in your holdings, don’t pull the trigger on any portfolio transactions on your first day back. First get up to speed and familiarize yourself with any investment news that you missed. Then if it still seems appropriate, orchestrate the needed portfolio shifts. This may be none or possibly one or two actions.
Always remember, you are an investor for the long term. The fewer transactions the better. Don’t feel compelled to “do something.” The best decision is usually “do nothing.”
©2008 Stephen T. McClellan, CFA
Author
Stephen T. McClellan CFA, author of Full of Bull, is a former Wall Street investment analyst with 32 years of experience covering high-tech stocks. He spent 18 years as First VP at Merrill Lynch and eight years as VP at Salomon Brothers. McClellan has ranked on the Institutional Investor All-American Research Team for 19 straight years and on the Wall Street Journal Poll for seven years. He is in the Journal's Analysts Hall of Fame.
McClellan is former President of the Computer Industry Analyst Group and the Software/Services Analyst Group. He has been a guest on CBS, CNN, CNBC, and Wall $treet Week and has presented to many leading technology companies including IBM, Apple, ADP, and EDS. He is the author of the national best-seller The Coming Computer Industry Shakeout: Winners, Losers, and Survivors, and his work has also been published in The New York Times, Financial Times, Forbes, and other leading publications.
He holds an MBA in Finance from George Washington University and resides in San Francisco with his wife, Elizabeth Barlow, an artist.
Permission to publish courtesy of the publicist.
by Stephen T. McClellan
It’s almost the Fourth of July and vacation time beckons. I think distance or a relaxing change of venue like a beach resort, when you are not inundated by everyday distractions, is a perfect opportunity to ponder your investment holdings. Reassessment and review in a disciplined manner is especially critical in December in order to make year-end investment changes that have tax implications. But on vacation this summer, along with my book Full of Bull
(your required reading!), take your monthly brokerage statement and mull it over at the pool with your piña colada.Rethink your overall strategy or themes and shake off any emotional paralysis that has locked you into certain stock positions. Maybe your theme is stale; are there newly emerging trends to begin investing in? A market analyst I respect, Ray DeVoe Jr., terms this “liberation from the prison of past decisions.”
Some stocks may have attained too heavy a weighting for your peace of mind. However, this is where I disagree with most “experts,” those who advise periodic rebalancing by trimming back oversized positions. Your biggest winners that become the outsized positions in your portfolio are probably the last things you should contemplate selling. I prefer a higher weighting in my best investments rather than just a normal position. If you believe that prospects remain favorable for one of your most sizeable stock positions, buy more, if anything, rather than cutting back.
Other stocks you own may have lagged for so long, it’s time to give up. What is your comfort level or enthusiasm with each individual stock in your portfolio? There are tax considerations when taking gains; maybe there are losers to be used as an offset. A reticence to sell stocks that haven’t worked out — that is, to admit mistakes — is normal. But by not selling your losers and moving on, you commit another mistake. Accept your failures, step up to the plate, and dump your junk so you can start afresh. It only hurts for a bit, and then you feel liberated.
After returning from vacation and if you have been out of touch with the stock market, financial news and the price changes in your holdings, don’t pull the trigger on any portfolio transactions on your first day back. First get up to speed and familiarize yourself with any investment news that you missed. Then if it still seems appropriate, orchestrate the needed portfolio shifts. This may be none or possibly one or two actions.
Always remember, you are an investor for the long term. The fewer transactions the better. Don’t feel compelled to “do something.” The best decision is usually “do nothing.”
©2008 Stephen T. McClellan, CFA
Author
Stephen T. McClellan CFA, author of Full of Bull, is a former Wall Street investment analyst with 32 years of experience covering high-tech stocks. He spent 18 years as First VP at Merrill Lynch and eight years as VP at Salomon Brothers. McClellan has ranked on the Institutional Investor All-American Research Team for 19 straight years and on the Wall Street Journal Poll for seven years. He is in the Journal's Analysts Hall of Fame.
McClellan is former President of the Computer Industry Analyst Group and the Software/Services Analyst Group. He has been a guest on CBS, CNN, CNBC, and Wall $treet Week and has presented to many leading technology companies including IBM, Apple, ADP, and EDS. He is the author of the national best-seller The Coming Computer Industry Shakeout: Winners, Losers, and Survivors
, and his work has also been published in The New York Times, Financial Times, Forbes, and other leading publications.He holds an MBA in Finance from George Washington University and resides in San Francisco with his wife, Elizabeth Barlow, an artist.
Permission to publish courtesy of the publicist.
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