EIX: utility

  • πŸ™‚ price chart? 12M low; 3M low
  • $60 quantum… needs fractional
  • πŸ™‚ div increased through 2020 CDY 4.5%Β https://www.nasdaq.com/market-activity/stocks/eix/dividend-history
  • πŸ™‚ https://www.edison.com/home/investors/stock-dividend-information/dividend-history.html shows 100 years of dividend history. Looks like no cut since 2004.
  • 22B established
  • πŸ™‚ analyst positive

How does it compared to ConEdison (A-list)?

PSXP #midstream

  • See https://www.fool.com/investing/2020/12/28/scoop-up-10-highest-yielding-dividend-stocks-2020/
  • 6B mid-cap
  • πŸ™‚ better DPR than other midstream stocks on https://www.fool.com/investing/2020/12/28/scoop-up-10-highest-yielding-dividend-stocks-2020/
  • πŸ™‚ analyst OK
  • πŸ™‚ div maintainedΒ  through 2020.
  • πŸ™‚ div long-term? No cut since 2013
  • πŸ™‚ CDY 12%
  • πŸ™‚ quantum OK

Capitaland 3%

  • was available as CLLDY on OTC, automatically liquidated on 15Oct2021.
  • πŸ™‚ dividend maintained through 2020 but no-cut for 10Y https://www.drwealth.com/high-dividend-stocks-singapore/
  • Low CDY 3% .. https://seekingalpha.com/symbol/CLLDY/dividends/history

— transaction history and end-to-end PnL

  1. -9.41-4.73-4.76-4.71-4.75-4.9 @11 Feb 2011 – 7 shares
  2. -9.32-4.65-9.32-4.74-4.55 @12 Feb 2021 – 7 shares
  3. -4.69-9.28 @16 Feb 2021 – 3 share
  4. -5.57-5.63-5.51-5.54 @6 Apr 2021 – 4 shares
  5. -5.5 @7 Apr 2021 buy 1 share
  6. -9.41-4.73-4.76-4.71-4.75-4.9 -9.32-4.65-9.32-4.74-4.55 -4.69-9.28 -5.57-5.63-5.51-5.54 -5.5 ==== -$107.56 total cost, or $4.89 average cost
  7. +2.61 @ 28 May 2021 net dividend
  8. +138.09 @ 15 Oct 2021 full liquidation $6.28 x 22 shares
  9. ^^^ USD 33.14 net profit

122> ETR 4% steady div #Entergy #wanted $60; did $50

  • πŸ™ big quantum. Need fractional
  • CDY 4%.. div increased through 2020
  • πŸ™‚ steady dividend growth over 30Y .. https://www.macrotrends.net/stocks/charts/ETR/entergy/dividend-yield-history
  • πŸ™‚ 12M down; 5Y some trend
  • πŸ™‚ analyst positive. $122 tgt https://money.cnn.com/quote/forecast/forecast.html?symb=etr
  • πŸ™‚ bought at $88
  • 20B established

HPE 3%, IBM: reasonable div among tech stocks

For both,

  • πŸ™‚Β Past its peak, therefore less volatile than tech stocks. Arguably non-tech stock.
  • πŸ™‚ .. as a result of the “boring” status, CDY is much higher than hot tech stocks
  • πŸ™‚ durable brand
  • πŸ™‚ survivor resilience

— HPE: no printer/laptop business.

  • analysts mostly positive. tgt $18 https://money.cnn.com/quote/forecast/forecast.html?symb=hpe
  • πŸ™‚ div rose through 2020 .. https://www.nasdaq.com/market-activity/stocks/hpe/dividend-history, currently 4% CDY
  • CDY 3%

— IBM 5%

  • Aristocrat:Β https://www.nasdaq.com/articles/ibm-becomes-a-dividend-aristocrat-increasing-its-dividend-for-the-25th-consecutive-year
  • comparable to T:US
  • πŸ™ revenue and profit per share continue to shrink (not “slide”)
  • πŸ™‚ price trend: 3M up; 12M down, unlike web2.0 stocks.
  • mkt cap 100B, much smaller than many hot stocks.

https://www.fool.com/investing/2020/12/23/3-dividend-paying-tech-stocks-to-buy-for-2021/ explains the high CDY:Β  Granted, there’s a reason for this high yield and the “cheap” share price: IBM overall has been in slow but stubborn revenue decline for years as smaller and more nimble technologists gain at its expense in the fast-growing cloud universe. There’s no telling if IBM will be able to permanently turn back the tide when it separates itself from some of its older lines of business next year. The dividend policy is also subject to change once IBM completes the divestiture.Β Β Nevertheless, IBM’s core portfolio of expanding cloud computing services look like a worthy investment to me, and the current dividend (which cost IBM $5.78 billion over the last year) isΒ well supported by free cash flowΒ ($10.8 billion over the same stretch).

Japay #PM/MO/BTI #to $40

IMBBY has a separate blogpost.

— Japay :

— PM (Philip Morris International)

  • buy fractional, up to half a share
  • πŸ™ 12M high; 3M high;
  • … but recent drop
  • πŸ™‚ 6% CDY
  • πŸ™‚ analyst no sell… tgt $100

— BTI

  • πŸ™‚ 7% CDY
  • πŸ™‚ div increasing through 2020 — https://www.nasdaq.com/market-activity/stocks/bti/dividend-history
  • πŸ™‚ 12M price trend? not recovered
  • Analyst? none

— MO

  • πŸ™‚ 8% CDY
  • πŸ™‚ div increasing through 2020 — https://www.nasdaq.com/market-activity/stocks/mo/dividend-history
  • 50Y dividend king according to https://www.suredividend.com/dividend-kings/

KHC 5%#Kraft #Buffett

https://www.investors.com/etfs-and-funds/personal-finance/dividend-stocks-dangerous-burn-investors-ways/ is cautionary story about KHC.

  • analysts neutral. tgt $40 https://money.cnn.com/quote/forecast/forecast.html?symb=khc
  • πŸ™‚ dividend maintained through 2020 though lower than 2018, current CDY 5% .. https://www.nasdaq.com/market-activity/stocks/khc/dividend-history
  • πŸ™‚ Buffett liked it. $40B established long survivor since 1909.

RIO 8% #up to $100

  • πŸ™‚ CDY 8% maintained through 2020, but unsteady. https://www.nasdaq.com/market-activity/stocks/rio/dividend-history
    • div received on Sep 23 = 0.37+0.75 = $1.12 for 0.2 share
  • πŸ™‚ Analyst positive.. tgt $111 as of Sep 2021 http://markets.money.cnn.com/research/quote/forecasts.asp?symb=RIO
  • 100B blue chip
  • 1Y looks good