Yield Whores

I know you yield whores are out there.

There are some decent ideas in this group, which is all stocks with at least a 5% yield. I ignore the LP’s and variable dividend energy producers. I alway keep an eye on these stocks. It is interesting there are not more utilities with a 5% yield.

I own HF Sinclair (5%), Alexandria Real Estate (6%), Rayonier (6%), and AES (7%) in this group.

These are my top yield ideas in ranked order:

1. Polaris - PII - $44 - 6%, very cheap, but I love the Brunswick story

2. Helmerich & Payne - HP - $28 - 5%, did not like the recent acquisition, but maybe too cheap to ignore, prefer Halliburton

3. Antero Midstream - AM - $16 - 6%, just a cash substitute

4. Tronox - TROX - $10 - 5%, too tied to housing, very interesting, need to learn more

5. Wendy’s - WEN - $14 - 7%, Tim has done a nice writeup, not convinced their breakfast is good enough

6. Flowers -FLO - $19 - 5%, very well run

7. Vail Resorts - MTN - $165 - 5%, still not enough snow?

8. FMC - FMC - $36 - 6%, very solid, but I like Nutrien and Mosaic better

9. ConAgra - CAG - $25 - 6%, reasonable, but boring, prefer ideas with more upside

10. Universal - UVV - $55 - 5%, well run small cap, too reliant on MO

11. Carters - $54 - 6%, children’s cloths, need to learn more, sourcing issues??

12. Whirlpool - WHR - $100 - 7%, please cut the dividend, decent restructuring

13. Verizon - VZ - $40 - 7%, reasonable, but I hoped for better result from business customers

14. Huntsman - $17 - 6%, maybe ok if you believe in housing

15. Bloomin Brands - BLMN - $12 - 8%, good food, aging locations, concerned

16. Greif - GEF.B - $63 - 5%, shutting production not a good sign

17. Kohl’s - KSS - $12 - 17%, Herb Kohl used to sack my parents groceries, but I hate their try to go upscale at just the wrong time

18. Ford - F - $9 -6%, just really detest the financing part of the business

19. Walgreen’s - WBA - $10 - 10%, everything has been tried, Amazon will buy someday

20. Leggett & Platt - $10 - 6%, I like Tempur Sealy at some price, too many problems here

21. Kraft Heinz - KHC - $29 - 5%, case study in too much leverage

22. Altria - MO - $54 - 6%, very sad I missed the run in PMI, little hope here

23. Edison International - EIX - $50, 6%, really hate the NY regulators

24. Pfizer - PFE - $26 - 6%, too much of a battleground

25. Dow - DOW - $39 - 7%, not making the upside case, worried about management

PS - It is a crazy world where reality star/real estate developer puts a young, Hindu, surfer girl, and former Democratic National Committee Vice Chair, in charge of our intelligence services. I think Ms. Gabbard will do an excellent job. The Church Committee helped the US in the 1970’s. Everyone should read The Devil’s Chessboard, and make their own decision about the CIA..

You have to give Trump credit. This was an unconventional choice and a “heavy lift”. Her life story is amazing. I have long been a pro free trade (maybe even a globalist/ elitist), “Never Trumper”, but her selection gives me someone to cheer for.