Seeking Alpha

Scott's Investm...'s  Instablog

Scott's Investments
Send Message
I am an independent investor writing at Scott's Investments (http://www.scottsinvestments.com). My site is dedicated to discussing and publicly tracking historically successful investments strategies and sharing free investment resources. I emphasize empirical, historical, and quantitative... More
My company:
Scott's Investments / Stock Loon LLC
My blog:
Scott's Investments
  • Analyzing Jim Jubak's Dividend Portfolio 0 comments
    Oct 14, 2009 6:35 PM | about stocks: DD, EEP, MMP, NRP, OKS, PCH, PVR, RYN, SPH, USB, VZ
    disclosures: none 

    Jim Jubak 
    recently announced he is revamping his Dividend Stock for Income Investors List and will be updating it in the near future. Jubak is one of the more insightful investing commentators on the web and has recently launched ablog. Below is the list for the end of the 3rd quarter; Jubak decided to replace USB with VZ at the start of the fourth quarter. I expect he will make more changes in the near future since he stated: "I’m going to better diversify this portfolio. It’s very heavy on energy and on master limited partnerships. The combination has done rather well by this portfolio, but I think I can add some safety here by moving a bit of money outside the energy sector."

     
    Below is the correlation matrix along with the performance and momentum data for the stocks in his list. I have provide a couple of research reports on dividend stocks in recent weeks (here and here) that offer some potential alpha generating methods for playing high yield equities. I am looking forward to his upcoming changes in the portfolio:

    TickerCompanyFree Trend AnalysisDividend YieldPayout RatioPerformance (Half Year)200-Day SMA52-Week HighPrice
    DDEI DuPont de Nemours & Co.Here4.98%233.95%26.29%25.39%-10.80%32.95
    EEPEnbridge Energy Partners LPHere8.60%77.05%45.47%29.43%-2.41%46.07
    MMPMagellan Midstream Partners LPHere7.39%118.06%29.80%16.37%-1.98%38.42
    NRPNatural Resource Partners LPHere10.07%146.32%-6.38%2.48%-13.00%21.44
    OKSONEOK Partners, L.P.Here7.82%54.38%34.24%20.20%0.89%55.24
    PCHPotlatch Corp.Here7.14%136.89%14.46%12.59%-20.06%28.57
    PVRPenn Virginia Resource Partners LPHere10.28%170.26%60.07%36.77%-0.92%18.28
    RYNRayonier Inc.Here4.82%73.22%17.04%20.09%-7.82%41.48
    SPHSuburban Propane Partners LPHere7.66%60.26%20.12%11.37%-7.13%43.1
    VZVerizon Communications Inc.Here6.52%86.65%-5.20%-0.84%-11.29%29.16

    1 Year Correlation            
      DDEEPMMPNRPOKSPCHPVRRYNSPHReturnStdDev
    Du Pont E I De NeDD         4.70%3.60%
    Enbridge Egy Pt LEEP0.66        89.60%3.10%
    Magellan MidstreaMMP0.550.81       88.30%3.10%
    Natural Res PtnrsNRP0.670.740.71      24.70%4.20%
    Oneok Partners LtOKS0.550.790.750.62     53.10%2.60%
    Potlatch CpPCH0.740.450.370.520.35    -16.60%5.60%
    Penn Virginia ResPVR0.650.80.740.730.680.51   84.30%4.70%
    Rayonier Inc ReitRYN0.780.470.40.550.360.90.55  14.20%4.70%
    Suburban PropaneSPH0.580.780.740.680.740.410.730.42 107.60%2.70%
    Verizon CommunVZ0.650.420.390.460.390.550.420.60.4715.70%2.60%
    Portfolio          46.50%3.00%
    Intra-portfolio0.6           
    diversification            
    Stocks: DD, EEP, MMP, NRP, OKS, PCH, PVR, RYN, SPH, USB, VZ
Back To Scott's Investments' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.