Tag Archives: CVX

Conservative Dividend Investors Have 3 Options Right Now

author name submits:

For conservative dividend investors looking to make investments today, there are probably some internal deliberations about which stock to choose due to the valuations in the market at this time. In the current market, you have to choose between finding a “margin of safety” either in the underlying business models or finding your margin of safety in the “price” of a stock that may not have the best-in-breed dependable earnings quality that you desire.

First, let’s talk about “margin of safety” in terms of business model. When I make an investment with long-term intentions, I would ideally want to own the kinds of stocks with business models that are built to stand the test of time. That means companies like high-quality utilities, consumer staples, select large-cap healthcare companies, and certain conglomerates with limited exposure to the financial sector. Those are the ideal “core stocks” of a buy-and-hold dividend portfolio.

Although


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Team Alpha Retirement Portfolio: Impressive Returns Plus Impressive Dividend Hikes

By Regarded Solutions:

This month’s update for the Team Alpha Retirement Portfolio is unique. Not because the month was wonderful, actually the gains were minor, but because for the month of April, we made no major changes to the portfolio aside from swapping PFF for WFC. When all was said and done, the portfolio continues to show impressive gains.

The Team Alpha portfolio consists of Ford (F) Chevron (CVX) Apple (AAPL), McDonald’s (MCD), Exxon Mobil (XOM), Johnson & Johnson (JNJ), AT&T (T), General Electric (GE), BlackRock Kelso Capital (BKCC), KKR Financial (KFN), Procter & Gamble (PG), CSX Corp. (CSX), Realty Income (O), Coca-Cola (KO), Annaly Capital (NLY), Cisco (CSCO), Bristol-Myers Squibb (BMY), Healthcare Select Sector SPDR (XLV), and Wells Fargo (WFC).

I wrote this article, in which I stated that there are


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A Reminder Of Why You Stick With Dividend Stocks

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One of the unfortunate side effects of buying an overvalued stock is that, almost by definition, there will be a period of time in which the total return rate that the investor enjoys will likely trail the growth rate of the firm (provided prices are rational and do not transition from “overvalued” to “more overvalued”). This fact can make it worthwhile to pose the following question: If I currently own a stock that is trading above a price that I would be willing to pay to purchase additional shares, what is the point of continuing to hold it?

In a bit of fortunate timing, four high-quality blue chips stepped up to answer that question in the past two weeks:

On Monday, April 15th, Procter & Gamble (PG) announced a quarterly dividend raise from $0.562 per share to $0.6015 per share. That’s a 7% increase.

On Wednesday, April 24th, Exxon Mobil


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The Dow Weekly: 5 Cheapest Price-to-Book Stocks

ByMichael Fu:

This is the second edition of the weekly series called The Weekly Dow (for last week’s article on the Top 5 Dividend Plays, click here). This week, we will look at the 5 cheapest Price-to-Book multiple stocks in the Dow Index Industrials Index (DIA). By the way, please reference my prior article on the pros and cons of looking at book value, specifically as it applies to bank and insurance stocks.

The 5 Cheapest P/B Stocks

As of April 9, 2013, the 5 cheapest P/B stocks in the Dow are Alcoa (AA) at 0.7x, Bank of America (BAC) at 0.9x, JP Morgan (JPM) at 1.2x, Travelers (TRV) at 1.3x and Verizon (VZ) at 1.7x.

Note that 3 of these stocks (BAC, JPM and TRV) are bank and insurance stocks. Note that bank stocks and insurance stocks are levered, and the financial assets that are held on their balance


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A Flight To Safety Or Crash And Burn?

By Regarded Solutions:

I have been thinking about what will happen when (if?) the market, and our Team Alpha Retirement Portfolio, corrects (view the latest update here). Make no mistake about this; at some point the market will correct. I say IF, tongue in cheek, because throughout history every bull market corrects. This bull market will be no different.

Actually there is ONE difference, especially for us retired folks. In past market corrections, investors could park portfolio assets into fixed income securities, like Treasury Bonds. Since the equity markets were in a bull mode, interest rates for Treasuries were decent and the actual cost of the bonds were at or below par. A pretty good place for a “flight to safety”. In the very least, our money was just about keeping pace with inflation, and was safe by virtue of the fact that it was backed by the USA.

Now,


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Wall Street Breakfast: Must-Know News

Wall Street Breakfast Editors submit:

Top Stories
Eurozone inflation drops further away from ECB’s target. As expected, eurozone inflation dropped to an annual rate of 1.7% in March from 1.8% in February, falling further away from the ECB’s target of just under 2%. Given the fairly poor state of the eurozone economy, the decline in prices could provide scope for the ECB to ease monetary policy further when officials meet tomorrow, although it’s not expected to cut interest rates from the current level of 0.75%.

DJIA, S&P eye further highs. The Dow Jones and the S&P 500 look set to add to their record finishes yesterday, with U.S. stock futures higher in pre-market trading despite shares in Europe falling. The continued bull run in the U.S. came as health insurers rallied on positive Medicare reimbursement news and as U.S. factory orders rose in February. ADP is due to issue its March report today,


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How To Invest When The Market Is At All Time Highs

By Dividend Growth Investor:

With the market near all-time highs, many quality income stocks are getting close to being in overvalued territory. As a result, many investors are tempted to postpone new purchases until there is a correction. While many household names like Coca-Cola (KO) are fully valued at the moment, there are many companies which are trading at attractive valuations. These of course are not the rock bottom valuations we saw in late 2008 and early 2009, but nevertheless could represent cheap entry points for enterprising dividend investors.

In general, dividend investors always need to be selective, and on the lookout for common stocks that are attractively priced. Entry price does matter, because overpaying for stocks could lead to subpar returns in the first five to ten years of the investment. For example, investors who purchased Coca-Cola or Wal-Mart (WMT) in early 2000 didn’t register much in terms of price returns for


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Retirement Income: Portfolio Design For Maximum Current Income

By Doug Meeks:

Portfolio design is fun. I love doing it and since I do it professionally I want it to work as often as possible. A portfolio design should be 99% done before any purchasing takes place. Trading stocks and working with the market can be quite emotional, so having a design in place seems to dampen those feelings and allow for more success.

A good portfolio designed for income will have the highest possible quality and lowest risk and still meet the income goals. Often an investor will fail to properly assess the risk involved with extremely high yield. Even more often an investor will undervalue the power of dividend growth. Using a low income – high dividend growth model and comparing it to a high income – low dividend growth model it is easy to see that around eight years the high dividend growth model is far better


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