After the Bell Thoughts 4-14

Quick thoughts based on what pops up on my computer screen as I shut down for the day.

  • I really don’t like this IBM split. I think we’ll get two stocks that lag the market. What I don’t know is if I will still get my dividend.
  • Intel has a 2.17% dividend yield and trades just a bit over its Covid prices… didn’t I hear something about a chip shortage?
  • Bank of America has a 1.81% dividend yield. That yield is insulting for a bank. It’s either overpriced or isn’t paying out a decent dividend.
  • I don’t even know why I looked at Twitter. It doesn’t pay a dividend at all, and I know that.
  • JP Morgan has a 2.38% dividend and is widely considered the best run of the big Wall Street banks. Might be worth a look.
  • Is there ever not a good time to by Berkshire Hathaway? Although I still don’t know what happens when Buffet dies so…
  • Adobe is the 90s Microsoft of its market segment. It’s a monopoly that drains its customers dry. Maybe it’s more accurate to call it the Oracle of the 90s… How long before an imaging mySQL takes down the giant?
  • Nike pays 0.83%, and its nothing more than marketing and easily duplicated overseas manufacturing. Meh.
  • Starbucks – coulda, woulda, shoulda. I was this close to pulling the trigger on loading up last summer. It pays a 1.56% dividend yield NOW after a big run-up since then.
  • Fifth Third Bancorp – It’s time for a deep dive because this one looks really good at a glance. 2.80% yield, and no one has a negative thing to say about them. I think I’m going in. (I may, or may not, purchase this stock in the near future. I currently do not own any shares)
  • Pfizer – It’s more than just a Covid vaccine and 4.20% dividend yield. If you can hold it forever, that’s basically a bond paying 4.20% because barring some sort of opioid-level takedown I don’t see how it goes bankrupt in the foreseeable future. (I currently own shares in Pfizer stock. That may change without notice) — Here is the catch. While the market marched upwards in the last few months, Pfizer did not participate. The market thinks it is fully valued. The increase since March is almost all vaccine related.

At the time of this writing, the author owned shares in IBM, Intel, Pfizer, although that may change at any time without prior announcement, or any update or notice.

By Brian Nelson – Brian is a former Certified Financial Planner and financial advisor. He writes for the Finance Gourmet and other financial publications. The material provided on this website is for informational use only and is not intended for financial or investment advice. At the time of publication, Mr. Nelson did not own any securities mentioned above, however, that may change at any time without notice. ArcticLlama, LLC, FinanceGourmet.com, and Brian Nelson, assume no liability for any loss or damage resulting from one’s reliance on the material provided. Please also note that such material is not updated regularly and that some of the information may not therefore be current. Consult with your own financial professional when making decisions regarding your financial or investment options.

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