Dividend Income
October 26, 2025 | Daily JAM, Dividend Income, EQNR, Jubak Picks |
Picking an oil stock for the energy future seems, well, counter-intuitive. Isn’t oil the energy past? Yes, indeed, but when? And how fast will natural gas and LNG peak? And when will energy production from renewables accelerate so much that stock prices have to pay attention? These are all complicated questions and getting the correct timing of the energy future is really difficult right now as investors look out beyond five years to what I’m calling the Scramble stage of the energy crisis. Especially with the possibility of a sudden global rush to head off catastrophic increases in temperature. Economies and financial markets don’t make the best decisions in a panic. Equinor is a way to hedge all those uncertainties–while collecting a 5.9% dividend.
October 2, 2025 | BEPC, Daily JAM, Dividend Income, Jubak Picks, LNG, Stock Alerts, Top 50 Stocks |
Call this bookkeeping to make sure everYone is on the same page.Yesterday and today I made two picks for me Special Report on the 3 energy crises for the NOW stage in this crisis: BEPC and LNG. Here’s what I wrote:
September 29, 2025 | Daily JAM, Dividend Income, Stock Alerts |
You’re going to have to be patient with Americold. Morningstar sees the upturn in the cold storage sector as arriving in 2028. That long lead tie to work through pricing and excess capacity in the sector–where Americold is the second largest player in the world–is why the stock is down 41% in 2025 through the close on September 26 and why Morningstar calculates that at todays price of $12.49 the shares trade at a 55% discount to fair value. You’ll be nicely compensated while you wait, though. The REIT, which is required to pass through 90% ofnetincome to shareholders, paid a trailing dividend 7.41%. (By the way, the next quarterly dividend will be paid on October 15 to shareholders of record as of the close of trading tomorrow, September 30.)
September 22, 2025 | Daily JAM, Dividend Income, KVUE, Morning Briefing, NKE |
Just so we’re all on the same page: I’ve made two more sells in my Special Report: “10 better dividend stocks for a dangerous market”
September 8, 2025 | APD, CMI, Daily JAM, Dividend Income, HON, Morning Briefing, NKE, Short Term, Special Reports |
You remember what The Rolling Stones sing? “You can’t always get what you want”?
In this historically expensive market with a slowing economy, with a falling dollar and a climbing government deficit, where no one knows what the Trump tariffs regime we lookalike in 60 days, and where stagflation where inflation rises even as the economy’s growth rate slows I know what I want: some safe dividend stocks to take some of the risk out of my portfolio, with tasty 8% dividend yields, with solid financials and low debt, and with relatively low exposure to any downturn in the economic cycle. Is that too much to ask? Well, apparently, Yes. Because I can’t find any stocks that fit the bill. Stocks paying anywhere near that yield, for example, come with more rick than I want to take on in this market and this economy. Especially because the last thing I want to do is add high-risk, go-for-broke dividend stocks to the “safe” side of my portfolio. But the Stones go on to advise “but if you try sometimes, you’ll find/You get what you need.” And that’s what this Special Report “10 better dividend stocks for a dangerous market” is all about.
August 7, 2025 | Daily JAM, Dividend Income, Stock Alerts, Top 50 Stocks |
Cummins is a member of my Dividend Portfolio. Since the August 10, 2018 date of that pick, the position is up 174%. I’m going to hold Cummins through the August 22 record date and then sell these shares out of the Dividend Portfolio.(The appreciation in Cummins stock has lowered the forward dividend yield on the shares to 2.1%) I will keep my position in Cummins in my long-term 50 Stocks Portfolio.
July 3, 2025 | Daily JAM, Dividend Income, NKE |
Nike (NKE) shares closed flat today, July 3, after climbing 4% yesterday on President Donald Trump’s social media post post that the U.S. and Vietnam had reached a trade deal. (Vietnam still hasn’t announced deal saying that there are still lots of details to work out.) I guess today Wall Street figured out that the 20% tariff announced by President Trump, while lower than the threatened 48% tariff, is still double the 8% tariff on non-agricultural products from Vietnam before the second Trump Administration.
March 18, 2025 | Daily JAM, DHR, Dividend Income, Jubak Picks, RUN |
I’m selling Danaher (DHR) and RTX (RTX) out of my Jubak Picks and Dividend portfolios, respectively, in an attempt to get ahead of some of the likely fallout from policy moves by the Trump Administration. And in order to sit out as much of current market volatility as is possible.
January 2, 2025 | Daily JAM, Dividend Income, Jubak Picks, LNG, Morning Briefing, UNG |
And on the subject of natural gas.
On Wednesday, January 1 Russian energy company Gazprom said it was no longer sending gas across Ukraine because that country had decided it would not renew a deal allowing Russian gas to transit its territory. The action ends an energy supply route that dates back some 60 years.
About 5% of the supply of Europe’s natural gas flows through Ukraine. Despite the ongoing Russian invasion,Ukraine had continued to allow Russian oil and gas to cross its territory to serve its European neighbors. That generated revenue for Kyiv and Moscow to use in funding that war. This moves comes as the United States is facing a major cold wave that could persist into mid-January
November 26, 2024 | Daily JAM, Dividend Income, VZ |
Today I made Verizon the sixth pick in my Special Report “3 Strategies and 1O Picks for a Yield Drought.” Here’s what I wrote.
November 25, 2024 | Daily JAM, Dividend Income, Morning Briefing |
Today I added Copa Holdings (CPA), an airline stock paying 6.9% to my Special Report. Here’s what I wrote
November 19, 2024 | B, Daily JAM, Dividend Income, GLD, Mid Term, NEM, Special Reports, VZ |
If you’re an investor looking for income, you’re facing what I’d call a Yield Drought. And this is no temporary dry spell. Things on the income investing front look they’ll get worse before they get better. Unless a financial crisis intervenes in 2025 to make everything else much worse and the yield story much better. Because, you see, there are two parts to the current Yield Drought.
