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softleftedge
Portfolio List (1): |
Global Dividends
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Performance |
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Ideas |
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Community |
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Today:
Week:
1-month:
All-time:
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-0.3%
-0.7%
+1.2%
+47.6%
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vs S&P 500:
vs S&P 500:
vs S&P 500:
vs S&P 500:
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-0.2%
+0.2%
-3.1%
-2.4%
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Click
a column to sort | Scroll over columns for more information |
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| APU |
$46.75 |
-0.13 |
-0.3% |
68,072 |
56% |
$4.3B |
7.2% |
26% |
-2% |
+17.6% |
new: US propane distribution; consistant utility-like margins; high-div LP structure; long term play on >$70 oil
added 12/14/09
1 Alert (0 News) - View
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| BMO |
$61.18 |
-0.23 |
-0.4% |
362,804 |
65% |
$39.9B |
4.7% |
20% |
-6% |
+20.9% |
new: Sleepy Canadian bank with solid balance sheet; $US hedge
added 12/14/09
No Alerts/News
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| GE |
$23.53 |
-0.13 |
-0.6% |
41,017,825 |
94% |
$243.3B |
3.2% |
31% |
-2% |
+53.4% |
new: 3.7% dividend after 25% intermediate term correction. Strong earnings and cash flow in most recent quarter.
added 08/18/11
3 Alerts (2 News) - View
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| INTC |
$23.92 |
-0.13 |
-0.5% |
30,863,048 |
64% |
$118.3B |
3.7% |
24% |
-14% |
+19.7% |
new: Leading tech name with decent dividend; sector diversification
added 12/14/09
3 Alerts (2 News) - View
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| ISF |
$25.50 |
+0.10 |
+0.4% |
49,651 |
68% |
$ |
6.3% |
33% |
-0% |
+12.6% |
new: ING's 6.375% preferred hybrid. About 7% yield at today's discount (8/7/12). ING beaten down by peripheral Europe debt crisis, but corporate reorg looks promising. Income seekers are beggers, not choosers, these days so risks must be taken.
added 08/07/12
No Alerts/News
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| LEG |
$33.00 |
-0.34 |
-1.0% |
972,547 |
91% |
$4.7B |
3.5% |
71% |
-4% |
+45.2% |
new: Dividend Aristocrat. Very boring, well run mini-conglomerate in mostly depressed industries: bed springs, furniture assemblies, car seat assemblies, store displays. Collect the dividend.
added 01/19/11
1 Alert (0 News) - View
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| LMT |
$107.06 |
+0.76 |
+0.7% |
4,807,070 |
244% |
$34.3B |
4.3% |
34% |
-1% |
+37.9% |
new: Tech for "The Long War".
added 12/15/09
1 Alert (1 News) - View
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| MCD |
$100.29 |
-0.74 |
-0.7% |
13,161,055 |
271% |
$100.5B |
3.0% |
20% |
-3% |
+71.7% |
new: Global franchise; $US hedge; sector diversification
added 12/14/09
No Alerts/News
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| MMP |
$53.70 |
-0.24 |
-0.4% |
325,203 |
59% |
$12.1B |
3.8% |
61% |
-5% |
+27.2% |
new: Midstream petroleum and liquids; high-div LP structure; long term play on >$70 oil
added 12/14/09
No Alerts/News
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| NVS |
$74.36 |
+0.54 |
+0.7% |
1,008,886 |
69% |
$182.7B |
2.8% |
45% |
-2% |
+33.9% |
new: 3.6% dividend after 15% intermediate term correction. Good pipeline. $ hedge against Swiss franc.
edited 08/18/11
No Alerts/News
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| PM |
$94.12 |
-0.19 |
-0.2% |
3,815,608 |
77% |
$154.2B |
3.6% |
16% |
-3% |
+106.8% |
new: Play on growing emerging economy middle class with lower litigation risk than domestic MO; $US hedge
added 12/14/09
1 Alert (0 News) - View
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| SAN |
$6.97 |
-0.08 |
-1.1% |
10,479,297 |
190% |
$73.4B |
8.6% |
43% |
-21% |
-58.1% |
new: Largest/best positioned Euro bank with high retail exposure; low exposure to toxic assets on balance sheet; $US hedge
added 12/14/09
1 Alert (0 News) - View
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| SO |
$45.20 |
-0.32 |
-0.7% |
3,514,696 |
80% |
$39.3B |
4.5% |
8% |
-7% |
+32.3% |
new: Leading electric utility with nuclear exposure; good management track record; southern US exposure away from secular decline of Rust Belt industry
added 12/14/09
No Alerts/News
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| TOT |
$51.13 |
+0.30 |
+0.6% |
1,058,822 |
70% |
$115.4B |
5.0% |
22% |
-8% |
-18.9% |
new: High div major integrated oil; decent e&p performance; well-connected and diversified globally; $US hedge; play on oil heading north of $70
added 12/14/09
2 Alerts (1 News) - View
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| VWO |
$42.84 |
-0.43 |
-1.0% |
22,998,918 |
159% |
$ |
2.4% |
16% |
-6% |
+4.4% |
new: Vanguard's Emerging Markets Index ETF version of the VEIEX mutual fund; large cap names with decent BRIC exposure; yields 2.9% as of 12/14/09; spec meets dividends for the secular outperformance of the emerging economies
added 12/15/09
No Alerts/News
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| VZ |
$51.39 |
-0.50 |
-1.0% |
6,584,008 |
57% |
$147.0B |
4.0% |
27% |
-5% |
+55.7% |
new: Better voice and data networks than T; iPhone is turning into a massive resource hog; sector diversification
added 12/14/09
2 Alerts (1 News) - View
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Discuss this portfolio with softleftedge
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Capital Ideas: Who Will Crack the Code? BA KO XOM GPS GE LLY CVS PEP WMT HOT AAPL BBY WFM AMZN RTN FDX EBAY GOOG
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 25, 01:08PM from (www.nytimes.com) The success of many industries at legally avoiding taxes shows why so many economists and tax experts believe the United
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Technophoria: For Consumers, an ‘Open Data’ Society Is a Misnomer INTC VZ ED
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 25, 11:47AM from (www.nytimes.com) Despite all the hoopla about an “open data” society, many consumers are being kept in the dark.<img width='1' height='1'
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Robotic Exoskeleton Investing SNE HMC LMT TM TSLA
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - May 24, 01:09PM from (www.energyandcapital.com) A number of robotics companies are working on exoskeleton technology, which can make humans stronger, more agile, and more
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Why Stocks Are Primed to Move Higher JPM INTC IBM AAPL HD MSFT CSCO BRK.B AGG
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 24, 11:42AM from (ycharts.com) We have officially segued into a Bobby McFerrin market; don’t worry about sluggish economic growth, the sequester impact,
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Smaller GE Might Support Bigger Dividend GE UTX HON BRK.B
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 24, 11:08AM from (ycharts.com) General Electric’s (GE) 3.2% current dividend yield is more than a full percentage point above the payout for the S&P 500
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Abruptly, P.&G. Chief Ends Career of 33 Years MCD PG JCP
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - May 23, 09:31PM from (www.nytimes.com) The hedge fund manager William Ackman had criticized Robert A. McDonald, the chief, for the company’s poor stock performance.<img
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Bonds Rigged as Stocks Expensive for Scots Manager Doubling Fund VZ
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 07:26PM from (www.bloomberg.com) From his view of the world in Scotland, Bruce Stout says investors risk getting burned because optimism is too high for stocks
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U.S. Midwest Gasoline Tumbles on Speculation Demand Fell XOM HFC MMP
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 04:26PM from (www.bloomberg.com) U.S. Midwest gasoline tumbled for a fifth day, reaching the narrowest premium to New York futures in two weeks, on speculation
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Nigeria ETF Gets Good News on Glum Day For Global Markets NGE VWO EEM EFA
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 23, 04:24PM from (www.benzinga.com) On Thursday, China sneezed, Japan caught the cold, and ETFs tracking a plethora of global markets closed lower.
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PREMIUM PARTNER CONTENT Member Q&A - Fiber Optics Market Disconnect INTC XLNX ALTR EZCH JDSU TQNT FNSR
Posted by nextinning ( track member | ignore member ) - May 23, 03:54PM Q) What do you think is holding down Finisar (FNSR)? It seems to be at an attractive buy price relative to JDS Uniphase
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Fast-Money Crowd Dumped Cray: Good For Us LMT CRAY NOC
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 23, 03:48PM from (ycharts.com) Even a quick glimpse at some of the financial data surrounding Cray Inc. (CRAY) might suggest that this stock – heir to
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PREMIUM PARTNER CONTENT Member Q&A - Intel (INTC), Nokia Siemens and Liquid Applications INTC EZCH NOK FNSR SI DRWI
Posted by nextinning ( track member | ignore member ) - May 23, 03:40PM Q) What do you think about the agreement signed between Intel (INTC) and Nokia (NOK)/Siemens (SI) Networks (NSN)? Can you
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Lockheed F-35 Cost Declines $4.5 Billion, Pentagon Says UTX LMT
Linked by Bloomberg ( track newsfeed | ignore newsfeed ) - May 23, 03:31PM from (www.bloomberg.com) The development and production cost of Lockheed Martin Corp. (LMT)’s F-35 fighter, the Pentagon’s most expensive weapons
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Biogen-Novartis MS Drug Fight Hits Social Media BIIB NVS
Linked by YCHARTS ( track newsfeed | ignore newsfeed ) - May 23, 02:23PM from (ycharts.com) Over the past month, the track record for the newly launched Tecfidera multiple sclerosis pill has become a closely watched
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10 Big Name Stocks Going Ex-Dividend Next Week K CSX NKE HOG NWL GS ALL LMT TWX LO
Linked by The Dividend Daily ( track newsfeed | ignore newsfeed ) - May 23, 01:36PM from (www.dividend.com) Ex-dividend dates are very important to dividend investors, since you must purchase a stock prior to its ex-dividend date
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PREMIUM PARTNER CONTENT Member Q&A - Verizon's (VZ) Voice Link VZ JDSU FNSR
Posted by nextinning ( track member | ignore member ) - May 23, 01:20PM Q) Verizon Communications (VZ) is replacing their copper network in post-hurricane Sandy areas of New York with wireless
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MacBook Air Sellout Hints at Imminent Refresh INTC AAPL BBY AMZN
Linked by Benzinga.com ( track newsfeed | ignore newsfeed ) - May 23, 01:14PM from (www.benzinga.com) Apple (NASDAQ: AAPL) is rumored to announce the next MacBook Air refresh -- and possibly the next MacBook Pro refresh --
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BP (NYSE: BP) Invests in Iraqi Oil XOM SLB CVX MRO TLM BP TOT PTR WFT
Linked by Energy and Capital ( track newsfeed | ignore newsfeed ) - May 23, 01:05PM from (www.energyandcapital.com) Oil giant BP (NYSE: BP) is increasing planning to increase its output from Iraq's Rumaila oil field, injecting more money
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