chuck carlson posts
FeedPosted Mar 4th 2011 10:00AM by Steven Halpern (RSS feed)
Filed under: PepsiCo (PEP), Exxon Mobil (XOM), Newsletters, Walgreen Co (WAG), Procter and Gamble (PG), Stocks to Buy

"A good source for finding stocks that consistently boost their dividends is S&P's High Yield Dividend Aristocrats Index," suggests
Chuck Carlson.
The editor of
The DRIP Investor explains, "Four stocks in that index -- ExxonMobil (
XOM), PepsiCo (
PEP), Procter & Gamble (
PG) and Walgreen (
WAG) -- are also long-time residents of our Editor's Portfolio.
"It's estimated that approximately one-third of the S&P 500 Index's total return since 1926 is due to dividends. Thus, dividends matter, especially if that dividend stream rises over time.
Continue reading Dividend Aristrocrats: Four Income Favorites
Posted Sep 22nd 2010 1:30PM by Steven Halpern (RSS feed)
Filed under: Microsoft (MSFT), Intel (INTC), Exxon Mobil (XOM), Newsletters, International Business Machines (IBM), Chevron Corp (CVX), Stocks to Buy, Travelers Companies Inc. (TRV)
"Income-hungry investors have spoken, and they have chosen bonds as their investment of choice," notes dividend expert Chuck Carlson, who prefers to look to blue chip stocks for potential capital gains and income growth.
The editor of The DRIP Investor explains, "In 2009, a record $375 billion of new money flooded into bond funds. Over the same period, domestic stock funds saw $40 billion go out the door.
And through the first half of 2010, taxable bond funds had net new cash flow of $136 billion versus outflows of $18.4 billion for domestic stock funds. This torrent of money has driven down the yields on bonds to microscopic levels.
"The upshot is that, on a relative basis, dividend-paying stocks seem quite cheap compared to bonds.
Continue reading The Dow's Best Buys for Growth and Income
Posted Sep 1st 2010 11:00AM by Steven Halpern (RSS feed)
Filed under: Motorola (MOT), Newsletters, Stocks to Buy
"In a number of respects, Motorola (MOT) is the quintessential 'special situations' stock; indeed, I like the various investment angles -- company break up, asset sales, buying by a big insider, a re-energized product line," asserts Chuck Carlson.
The editor of The DRIP Investor explains, "The firm is in the midst of a major restructuring, which includes selling off assets and splitting the company into two separately traded entities.
"The breakup, scheduled for next year, will separate the company's handset phone business from its enterprise mobility business.
Continue reading Motorola (MOT): 'Quintessential Special Situation'
Posted Jul 26th 2010 10:00AM by Steven Halpern (RSS feed)
Filed under: Bristol-Myers Squibb (BMY), Stocks to Buy
"New products are the life-blood of any pharmaceutical company. Unfortunately, blockbuster drug breakthroughs have been fairly rare in recent years, lowering valuations for pharmaceutical stocks," says Chuck Carlson.
The editor of The DRIP Investor, which focuses on dividend reinvestment strategies, explains, "The good news is that the lone drug stock in the Editor's Portfolio, Bristol-Myers Squibb (BMY), has had a spate of good news recently on the drug-development front.
"The company recently announced that a mid-stage trial of an experimental arthritis drug had met its goal, supporting further development of the drug.
Continue reading Bristol-Myers Squibb (BMY): 'Solid, Quality Play'
Posted Jul 7th 2010 10:00AM by Steven Halpern (RSS feed)
Filed under: Intel (INTC), Newsletters, Stocks to Buy
"The tech sector remains one of the more attractive areas for investment. One stock in the technology group that offers a lot to like right now is Intel (INTC)," says Chuck Carlson.
The editor of The DRIP Investor explains, "And the recent pullback in the stock price is now offering an excellent opportunity to begin building a position in these shares.
"I like the fact that the company is coming off three quarters of much-better-than expected earnings. I like the stock's valuation at just 11 times the consensus 2010 earnings estimate of $1.87. That seems cheap to me given the expected profit growth for this year and next.
Continue reading A Lot to Like at Intel
Posted Jun 28th 2010 10:40AM by Steven Halpern (RSS feed)
Filed under: Intel (INTC), Newsletters, International Business Machines (IBM), 3M Corporation (MMM), AFLAC Inc (AFL), Stocks to Buy
"For much of the market's rally since March 2009, the best-performing stocks were those that tilted toward the risky side. That is about to change," says Chuck Carlson.
The editor of The DRIP Investor explains, "Quality stocks -- larger companies with consistent track records, strong finances, industry leadership positions, and stable and growing dividends -- should lead the market going forward.
"Quality stocks now offer good relative value versus more aggressive stocks, and I suspect investors will be more focused on a value over the next 12 to 24 months.
Continue reading Quant's Top Quality Picks: Aflac (AFL), IBM (IBM), Intel (INTC), and 3M (MMM)
Posted May 19th 2010 11:00AM by Steven Halpern (RSS feed)
Filed under: Microsoft (MSFT), Newsletters, Stocks to Buy
"Technology companies have been putting up good numbers lately, as there appears to be a revival in corporate IT spending. One firm that should take advantage of the uptick in technology spending is Microsoft (MSFT)," says Chuck Carlson.
The editor of The DRIP Investor, an advisor specializing in quality stocks offering dividend reinvestment plans, explains, "The company's new operating system, Windows 7, is seeing solid demand, and the release of Offi ce 2010 should be another winner. Per-share profits should return to the growth track this fiscal year.
Continue reading Microsoft (MSFT): Excellent Growth at a Value Price
Posted Mar 11th 2010 12:00PM by Steven Halpern (RSS feed)
Filed under: Wal-Mart (WMT), PepsiCo (PEP), Newsletters, Walgreen Co (WAG), AFLAC Inc (AFL), Procter and Gamble (PG), Stocks to Buy
"It's an understatement to say that 2009 was a lousy year for dividends. According to Standard & Poor's, last year was the worst year ever for dividends; in fact, dividend cuts caused investors to lose $58 billion in income over the year," says
Chuck Carlson.
The editor of The DRIP Investor -- and author of the just released The LIttle Book of Big Dividends -- explains, "For 2009 overall, more than 800 companies cut their dividend payments, according to S&P. That was nearly 200 more than in 2008 and more than seven times the number of cuts in 2007."
Continue reading Investing in 'Dividend Aristocrats'
Posted Jan 1st 2010 3:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, General Mills (GIS), Stocks to Buy, Best Stocks for 2010
This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.
"General Mills (GIS) looks especially tasty for total returns in 2010," says Chuck Carlson, a leading expert on dividend reinvestment plans -- a low-cost strategy for long-term investors to accumulate shares of a particular stock directly from the company.
On his The DRIP Investor, he explains, "There is a transition taking place in the stock market toward high-quality, dividend-paying stocks. General Mills plays into this trend very nicely.
Continue reading Top Picks for 2010: General Mills (GIS)
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