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11/20/2024
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2 Surging Dividends to Buy for Trump 2.0 (Ranked!)
https://contrarianoutlook.com/2-surging-dividends-to-buy-for-trump-2-0-ranked/
Full disclosure: I am long both stocks being referenced and am friendly with the author. Kindly, do your own deep due diligence because people behind computers may or may not have your best “interest” in mind when they make recommendations or post like I am.
I truly think a champion is defined not by their wins, but by how they can recover when they fall.
Your online friend, Azure
AY – https://www.sec.gov/Archives/edgar/data/1601072/000114036124046926/ef20038387_6k.htm
AY acquisition @ $22 to be completed on 12/12…. Dividend of $.2225 approved for payment on 12/12 to holders of record 11/29 –
On November 14, 2024, the Board of Directors of Atlantica approved a dividend of $0.2225 per share. Based upon the scheduled completion of the Transaction on December 12, 2024, the dividend is expected to be paid on December 12, 2024, to shareholders of record as of November 29, 2024.
At 24.83 the CY for PFE is 6.8%. Bot tiny. Deep target 19.
Looks like the RFK Jr. fear trade is heating up.
Big pharma lobbyist makes a phone call…
“Senator, my client has concerns about the nominee for HHS secretary. Now, I don’t want to sound alarmist, but my client and, as I hear, others in the industry are preparing for some serious belt-tightening.”
DOW at 45 CY 6.2% with longstanding 70 cent div. Took small starter.
Deep target 34. Not a prediction. I don’t know where it’s going.
Thanks, I have not thought about Dow for a long time. I will take a look. Looks like an out of favor value play. Appears to have some cross-currents: weakness in China export markets (and soon perhaps tariffs to worry about), a high stable divvy with a high payout ratio.
Wall Street sees good times ahead for banks based on anticipated regulatory changes, interest rate conditions, and potential mergers and acquisitions that could improve financial performance. Here’s the Readers Digest Condensed Books version of recent bank recommendations from analysts at Citi, UBS and BofA, along with a brief explanation of their reasons:
1. **Capital One (COF)**: Expected to benefit from improved prospects for its pending acquisition of Discover Financial, which analysts believe will gain regulatory approval.
2. **PNC Financial Services (PNC)**: Seen as a strong beneficiary of favorable interest rate conditions stemming from potential fiscal stimulus under the new administration.
3. **Huntington Bancshares (HBAN)**: Likely to benefit from higher short-term rates, which can enhance net interest income.
4. **State Street (STT)**: Positioned to gain from a favorable interest rate environment in the aftermath of the election.
5. **JPMorgan Chase (JPM)**: Anticipated to benefit from relaxed regulations and more lenient Basel III endgame rules as part of a potential regulatory rollback.
6. **Bank of America (BAC)**: Considered a beneficiary of less stringent regulatory scrutiny and an improved economic outlook.
7. **Wells Fargo (WFC)**: Expected to see a clearer path toward regulatory resolution, which could improve its operational standing in the market.
8. **Goldman Sachs (GS)**: Anticipated to benefit from lighter regulations impacting its operations positively.
9. **Citigroup (C)**: Viewed as the most discounted bank stock, likely to benefit significantly from a softening of Basel III rules.
10. **Ally Financial (ALLY)**: Forecasted to gain from improved interest rate dynamics and regulatory conditions post-election.
11. **KeyCorp (KEY)**: Identified as a strong beneficiary of anticipated economic growth and a favorable rate environment.
12. **Citizens Financial Group (CFG)**: Expected to gain from higher short-term interest rates, enhancing its profitability.
13. **Synchrony Financial (SYF)**: Likely to benefit from the retention of higher credit card late fees, which is expected under new leadership at the Consumer Financial Protection Bureau.
14. **Bread Financial Holdings (BFH)**: Also expected to gain from the same regulatory changes benefiting credit card issuers.
Quite a list. Might as well buy an ETF like KRE or KBE to avoid single stock risk from surprise equity capital raises, hidden amend-pretend CRE risks and lingering mark-to-market bond losses. I didn’t check for preferred issues of these banks so DYODD. JMO.
Bot a little SouthBow SOBO nyse, in the RothIRA yest. at 23.25, will pay .50US div, Keystone Pipeline among other assets in this levered up but strong cash flowing Canadian TC Energy spinoff. No 15% CA w/holding tax withheld in the IRAs. I expect? it to sit around between 23-25/6 or so for a while and would want to see progress on plan to reduce debt from cash flow. DYODD. Bea
Good pick. About 8.5% yield, which is about 7.2% net yield for US investors in a taxable account after Canadian taxes. JMO. DYODD.
WOW! ADM cancels conference call. Intending to amend results after finding more accounting errors. Stock down over $4.00 and double the volume.
I bought a little more. I’m a bit under water but even if the earnings are 4, I don’t particularly care.
I turned it over once this year already and can wait and do it again.
will probably average down again eventually.
Among the 19 big cap stocks I bought $5 each of on May 28, the second worst performer is MSFT at -4.4%. Until MSFT gets some giddy-up, I think there’s a big fat question mark hanging over the stock market.
Ford at Tuesday Close = $10.41 . . . obvious hit per the recent Qtr #’s.
I have been an adder on the fade for a long term item, not a possible flip.
Some reasonable parts in the qtr release, and maintain of .15c qtr divi.
Not a tout, just thought would be worth views of the common stk pros here.
Thanks, Jim
Added to British Petroleum (BP) this morning, actually doubled an originally very small position. Still only hold a quarter of a full position on this one, lots left to buy over time.
yes added some positioning to my energy as well, PP.
I put SOBO on watch for possible add, we’ll see, the ‘conservative tolled pipe’ of oil/Keystone from TRP..debt a little high no maturities till 2027, ‘deleveraging’ a priority’..type thing. We’ll see. w/b about US.50/q approx 8% yield would hold in my RothIRA where div no w/h tax 15%.
DYODD glta/ Bea https://cdn.prod.website-files.com/660c776204e3cec73ea12e3b/66eda02ed36da6c580a74851_sb-Corporation-Virtual-Corporate-Update-2.pdf
SOBO is bouncing around and for now can be had cheaply on some days since some people are selling after the spin off. JMO. DYODD.
Continued to add to Harrow. Almost a 200% gain. This company has the industry watching. My hope is a buyout. Also have the debt. Considering selling the debt and applying to common. Nashville is a small town in many ways, the healthcare industry is prominent. Folks I trust believe in this company. Reviewing the SEC filings for 6 months, it just get better.
Also added to Kinetik. Raised their dividend. I especially like their pipeline which I think the market undervalues. It is at capacity. Again, hoping for a buyout.
Have another speculative buy out which I may post later. Want to spend more time analyzing.
Email dings all day with 52 week highs on stocks. Difficult to add at these prices unless I believe in the story. I haven’t added to NVIDIA recently. Not because I doubt the company, but I have enough to let it run.
There was a wonderful article today in WSJ Intelligent Investor. An individual is his/her own worst enemy when investing. I have made unbelievable returns in large part buying while most folks were screaming recession. Difficult and anxiety inducing for me to do so. As the article states, investors must tune out the masses and invest based upon one’s strategy.