All things STOCKS

#15,476
#15,476
volinbham said:
any ideas on some good dividend yield stocks? I'm looking to move into some passive income (non retirement funds).

I've had pretty good luck with ET (about 9% yield)
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I’d go with the big integrated energy/oils. XOM, CVX, BP, and XLE (which is about 40% XOM and CVX iirc).

Big pharma or healthcare will do well at some point. They might take a while to get moving since they get attacked by both sides in election cycles. But the demographics will be great for decades to come. JNJ perhaps. And PFE may never have another pull back like this one.

The big defense industry stocks. LMT. Gee Dee. BA (still suspended). NOC. RTX.

Be sure to check the coverage ratio. A $100 stock paying 5% is a lot more appealing at 12x earnings over 20x (20x would be a 100% payout ratio).

I would think that DIS will have to start paying a dividend again before too long.
 
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#15,481
#15,481
I would think that insurance companies and mortgage companies would/will be paying nice dividends. BRK being the exception, but it’s almost a modern day conglomerate. I think that 25% of its value is in its AAPL holdings. 50% of the market cap is the publicly traded stock that it owns and half of that is Apple.
 
#15,482
#15,482
Arbor Realty Trust pays almost 12%. It was an IBD 50 name. I haven’t checked if it’s still there. But, it might complicate individual tax returns.
 
#15,484
#15,484
Systematically selling covered calls is an “option” to generate more income instead of simply collecting dividends. It would work better in a tax advantaged account rather than taxable as the IRS will take a big piece and the underlying holdings will probably be called away a few times every year. The benefit of the reduced LT capital gains tax rate probably won’t happen unless the calls being sold are well out of the money. Selling them shortly before the ex-dividend dates will also risk losing that period’s dividend. Also owning round lots of 100 shares would be required. So that’s $30k on a $300 stock.
 
#15,486
#15,486
volinbham said:
I'll check it out. Energy Transfer Partners (ET) is complicated on my taxes but Turbo seems to handle it.
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Yes, it’s probably similar to ETP. I’m thinking specifically if the trust has a loss to pass through. Filing returns shouldn’t be too difficult. But tax planning or optimizing tax treatment might be weird.
 
#15,489
#15,489
CELH, LLY, CAVA, and SFM are my go to up and comers. Other than that I’m sticking with the big boys. AMZN, AAPL, GOOG, NVDA.

Would like to get in on a quality non-tech stock, was thinking about V or TM. Any thoughts?
 
#15,490
#15,490
Freedom said:
CELH, LLY, CAVA, and SFM are my go to up and comers. Other than that I’m sticking with the big boys. AMZN, AAPL, GOOG, NVDA.

Would like to get in on a quality non-tech stock, was thinking about V or TM. Any thoughts?
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Toyota might be the best complement to the group listed. Most of the others have rich valuations.

CAVA is an interesting business. But I’m pretty cautious about labor availability in the restaurant industry. Being highly automated with small head counts might be the formula for success there. Hiring and keeping staff is very expensive. And consumers might be tiring of menu prices and use alternatives more often.

Sprouts is in a low margin business that competes with Amazon, Kroger, and Aldies/Trader Joe’s. SFM and CELH will do very well if takeovers come into play.

I don’t know if NVDA can keep soaring. I feel better about AMZN, AAPL, and GOOGL for long term core positions. I’d maybe periodically trim some NVDA. Many former tech hardware leaders seemed invincible but have become very average. INTC and CSCO.

Kind of concentrated in tech and consumer with those names.
 
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#15,491
#15,491
Some of my favorite holdings for nice dividends include:

Oil/Gas/Energy:
Been holding CVX, ET and CHK for a while now. Just took a position in ENB and D.

Financials:
Went bottom feeding on regional banks post SVB debacle. TFC, FITB and KEY have all performed well with a nice yield. Big boy banks - Been holding JPM and BLK for several years.

Tech:
IBM, DLR, AAPL

Mining:
RIO, VALE, BHP. Somebody has to dig up all these metals for EVs and tech devices.

Transportation:
UPS
 
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#15,492
#15,492
Vol737 said:
Some of my favorite holdings for nice dividends include:

Oil/Gas/Energy:
Been holding CVX, ET and CHK for a while now. Just took a position in ENB and D.

Financials:
Went bottom feeding on regional banks post SVB debacle. TFC, FITB and KEY have all performed well with a nice yield. Big boy banks - Been holding JPM and BLK for several years.

Tech:
IBM, DLR, AAPL

Mining:
RIO, VALE, BHP. Somebody has to dig up all these metals for EVs and tech devices.

Transportation:
UPS
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Buying opportunity for UPS. They took a big hit after the labor settlement. They still haven’t gotten about half of tgat back.

I’m not feeling real confident about the miners if they are depending on EVs. I think that that the outlook for that industry is overly optimistic. EVs aren’t going away, but ICEs aren’t either (outside of California).
 
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#15,493
#15,493
I like IBM, but wish they were smaller with a better opportunity to grow. At least they should have the pension issue which has been a drag on the stock for more than a generation mostly behind them. I like their businesses. I think that they can compete with MSFT, GOOG, and AMZN in the cloud and AI should be in their wheelhouse.

They still do great work. Check out masters dot com for an example. Especially the hole links and following player rounds.
 
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#15,494
#15,494
Thunder Good-Oil said:
Buying opportunity for UPS. They took a big hit after the labor settlement. They still haven’t gotten about half of tgat back.

I’m not feeling real confident about the miners if they are depending on EVs. I think that that the outlook for that industry is overly optimistic. EVs aren’t going away, but ICEs aren’t either (outside of California).
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Didn't take a big position in UPS, but long term I think they'll be fine and this entry point presented a good yield. I'll add to it as long as their outlook continues to improve. I did see they are closing a big ground sort hub in Louisville, though. Wonder if that was in response to the new contract.

I think you're exactly right, the outlook on EVs is overly optimistic based on some analysis I've listened to and the required REM's just aren't plentiful enough to meet the mandates or expected output of EV's. I think the CEO of Toyota laid it out succinctly a few weeks ago, basically saying hybrids are the sweet spot and Toyota is pulling back from developing EV's. They don't see it as a sustainable market. Till then, I'll take advantage of the silliness of pushing everything toward EV's and ride the miners dividend yield as long as enough manufacturers are paying them to pull this stuff out of the ground....until they figure out it's not worth it.
 
#15,495
#15,495
Thunder Good-Oil said:
I like IBM, but wish they were smaller with a better opportunity to grow. At least they should have the pension issue which has been a drag on the stock for more than a generation mostly behind them. I like their businesses. I think that they can compete with MSFT, GOOG, and AMZN in the cloud and AI should be in their wheelhouse.

They still do great work. Check out masters dot com for an example. Especially the hole links and following player rounds.
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That's the big reason I still hold IBM and added to it when they had rolled back. Will check it out.
 
#15,496
#15,496
Vol737 said:
That's the big reason I still hold IBM and added to it when they had rolled back. Will check it out.
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masters dot com is kind of quiet outside of April, but during the tournament that website rocks. And when they opened up an online store for patrons during the pandemic, it was nearly flawless.

They’ve had to adjust not locking down clients for every computing need, but they are picking up momentum IMO. They spun out Kyndryl with the old business model to focus the main business on where info systems are moving. They struggled hanging on to their old school business model of being dependent on clients contracting with them for everything. Now without the pension burden they can compete with MSFT, GOOGL, AAPL, AMZN, ORCL, INTC, etc. The newer companies no longer have that underfunded pension advantage over them.
 
#15,498
#15,498
Go aeiou said:
SAVE(Spirit Airlines) down 55%. Judge blocks Jetblu merger. $6.50 /share

Dam, Dam, Dam
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Thanks, Sleepy Joe and your leftist cabal. Those idiots would rather drive a company out of business than allow them to combine with another carrier that might actually be able to compete with DAL, UAL, LUV, AAL.
 
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#15,500
#15,500
Go aeiou said:
I'm surprised the judge didn't rule in their favor.
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I’m not surprised because the stock has been in the ****ter for a good while now and the big boys on Wall Street have better sources than the common investor. Today’s drop is a lot of speculators thinking that SAVE goes bankrupt. JetBlue has to pay something like a $300 million fee to SAVE if the deal doesn’t happen. The market cap is now only about 5x that fee.

It’s more appropriate to say it in the Political Forum, but the Obama and Clinton cabal HATE US businesses. They hate capitalism. They hate average people having financial success and joining their elitist club. They think that tax policy should be used for social engineering.
 
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