Having sold Allstate, Safety Insurance (SAFT) looks to be a superior replacement. It has a higher yield at 4.3%, and a higher QDV of 39.5%. Our second purchase is Oneok (OKE), a natural gas company, which provides a second utility to the portfolio, and it has a decent QDV of 14%. That is great for a utility. It is hard to find utilities that have decent dividend growth rates, probably because they are regulated. Entergy (ETR), which is our other utility, barely reaches a QDV of 10%.
Looks like Yum! Brands beat earnings estimates after the close today, and it is trading higher after hours. China growth looks good for YUM.
But, Microchip (MCHP) warned and it is lower...bought a bit more on the tankage.
The dollar has been getting a good bounce lately...let's see if it continues.
Looks like Yum! Brands beat earnings estimates after the close today, and it is trading higher after hours. China growth looks good for YUM.
But, Microchip (MCHP) warned and it is lower...bought a bit more on the tankage.
The dollar has been getting a good bounce lately...let's see if it continues.
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