Atlantic wind projects are back on again–but for how long? Time to buy more EQNR

Pick #7 for my Energy Crisis Special Report: EQNR

October 26, 2025 | Daily JAM, Dividend Income, EQNR, Jubak Picks | 3 comments

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.

My first Better Dividend Pick for my Special Report: COLD

My first Better Dividend Pick for my Special Report: COLD

September 29, 2025 | Daily JAM, Dividend Income, Stock Alerts | 7 comments

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.)

Special Report: “10 better dividend stocks for a dangerous market”–Part 1 with 6 sells, Part 2 first buy COLD

Special Report: “10 better dividend stocks for a dangerous market”–Part 1 with 6 sells, Part 2 first buy COLD

September 8, 2025 | APD, CMI, Daily JAM, Dividend Income, HON, Morning Briefing, NKE, Short Term, Special Reports | 7 comments

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.

Cummins earnings forecast shows the two-part U.S. economy

Cummins earnings forecast shows the two-part U.S. economy

August 7, 2025 | Daily JAM, Dividend Income, Stock Alerts, Top 50 Stocks | 1 comment

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.

Adding Kenvue (KVUE) to my Dividend Portfolio

Adding Kenvue (KVUE) to my Dividend Portfolio

September 5, 2024 | Daily JAM, Dividend Income, Morning Briefing, Stock Alerts | 1 comment

Kenvue (KVUEO) isn’t exactly new. As a stand-alone stock, Kenvue dates back only to May 2023, but the company is a spin off of Johnson & Johnson’s (JNJ) consumer division. The owner of household consumer names that include Tylenol, Nicorette, Listerine, and Zyrtec, Kenvue is the world’s largest pure-play consumer health company by sales. The stock closed on September 5 with a yield of 3.64%. Morningstar calculates that the shares are 16% undervalued and puts a $26 target price on the shares. The stock closed at $22.51 on September 5. I’m adding the stock to my Dividend Portfolio tomorrow. With the Federal Reserve extremely like to begin cutting interest rates at its September 18 meeting, a lot of investors are looking for higher yield with slid safety. I think Kenvue offers exactly that combination.