Dividends are important
11841 views
Rate Now: 1 2 3 4

average rating: 4.00 / 5 ratings
Created by matt ellenberger
DESCRIPTION:

Date updated:11-05-2006

based on the idea that many asset classes are mis-priced and economic problems in the U.S. will probably slow if not reverse economic growth here and possibly abroad. Also think the USD is overvalued. Am looking for companies whose payout is low enough to cover some decline in revenues. In addition to income, prices for these companies should not fall as far as I expect the general market to decline.

symbol name last price % change open
  • +
  • PWE
    Penn West Energy
  • $18.44
  • +2.10%
  • $18.22

in the world of Canadian trusts, few companies are bigger. Conservative 50/50 mix of oil/gas, low payout (they aim for 60%), much room for growth (undeveloped lands, which in some cases they are farming out), oil sands, using CO2 to improve production of tired fields. Available in U.S., which helps the stock price; currently around 10%

People owning PWE also tend to own: ACFBMYBRK-ABRK-BCNQDJCODUK

TheStreet.com Rating: C What is this?

  • +
  • VGPMX
    Vanguard Precious
  • $21.24
  • +2.21%
  • $N/A

Simply the best play I have seen on metals and gold. Very shrewd portfolio -- not necessarily much on dividends, but a very good way to cover precious and basic metals.

People owning VGPMX also tend to own: ANZFROHTEOFCPWESFLSSL

TheStreet.com Rating: No Rating What is this?

  • +
  • HTE
    Harvest Energy Tr
  • $9.47
  • +1.28%
  • $9.44

controversially, recently bought a refinery -- the market is debating whether this is into a field HTE knows nothing about, or whether it is a shrewd way to level out income streams. I lean to the latter -- the acquisition, while expensive, will be accretive. Also available through the NYSE, it currently is yielding around 15%

People owning HTE also tend to own: ALDBMYCNEDSXGAINGOODML.TO

TheStreet.com Rating: D What is this?

  • +
  • SSL
    Sasol Ltd Adr
  • $41.05
  • +2.39%
  • $40.95

nice play on energy alternatives, a company that specializes in turning coal into a cleaner gas. Out of South Africa, which means it should do well as the dollar sinks (as should many of these stocks).

People owning SSL also tend to own: BTUCOGTEWJGRMNIFNJPMMSFT

TheStreet.com Rating: No Rating What is this?

  • +
  • WBK
    Westpac Banking C
  • $113.75
  • +3.22%
  • $112.60

An Australian bank. Exposure to both the more narrow Australian market, a country on a generally sound footing -- people there still "save" money, although their balance of payments can become unbalanced -- pays around 5%

People owning WBK also tend to own: ANZFROHTEOFCPWESFLSSL

TheStreet.com Rating: No Rating What is this?

  • +
  • ANZ
    Anz
  • $0.00
  • N/A
  • $N/A

another Aussie bank. pays 5%. dividends should rise, currency play should also help

People owning ANZ also tend to own: BBYEWLIGMLMTMOPBRT

TheStreet.com Rating: No Rating What is this?

  • +
  • OFC
    Corp Office Ppty
  • $33.88
  • +0.12%
  • $34.00

a delicate choice, for I think most REITs are priced for absolute total perfection -- this one is under 3% -- but it has done a good job locking up lots of office space around D.C. for gov't contracts and private companies that thrive on our government's efforts to listen to every phone call and read every email.

People owning OFC also tend to own: AIVAREAVBBPODDRDREEQR

TheStreet.com Rating: C What is this?

  • +
  • SFL
    Ship Finc Intl
  • $13.36
  • +3.57%
  • $12.96

shipping, but with a twist. a conservative play because SFL leases out its ships to FRO -- FRO pays a basic rate and takes the risk -- SFL gets a fairly predictable return, so the stock has little upside -- or downside. I would like it at 10%, currently around 8-9%

People owning SFL also tend to own: ALDBMYCNEDSXGAINGOODHTE

TheStreet.com Rating: C What is this?

previous next

Portfolio not tracked!

10/30/2006 18:33 PM CST Asked by daverk
Should look at TNP

ADD YOUR COMMENTS:

Black Friday Short-Squeeze Oppor...

By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...

11.25.09 | 13:33 PM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...

11.24.09 | 11:36 AM
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Nov. 24, 2009 10 Terrific Dividend Stocks: This Barron’s article highlights 10 high-quality dividend-paying stocks for investors who’re ...

11.24.09 | 08:05 AM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Nov. 23, 2009 As well as broad-based indexes have performed in the last few months, Stockpickr's weekly Rocket Stocks list has managed to d...

11.23.09 | 10:34 AM
more articles
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
Full Disclosure
11.09.08 | 12:30 PM From author alchemist
The YouTube Exchange
07.22.09 | 17:45 PM From author Rawbrrt
more forums
Q. I'm just learning about options....
11.26.09 | 17:07 PM Asked by blubken

A. blurp, you're looking at the last sale
which i have no idea why it would be
that. what you do need to look at is
bid/ask for what it'll cost you. mike

today 's lists
Biggest % Gainers

Here are some of the largest % gainers from Nov. 25, 2009. more

Stocks With Unusual Option Activity

Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more

Analyst Downgrades

Analyst Downgrades or Estimate Reductions for Nov. 25, 2009. Read more here. more