Selected Dividends and Earnings for September 28, 2008 to October 4, 2008

Monday, September 29, 2008

Dividends

• Air Products and Chemicals Inc (APD) - $0.440 payable 10-Nov
• Cardinal Health, Inc. (CAH) - $0.140 payable 15-Oct
• Chesapeake Energy Corporation (CHK) - $0.075 payable 15-Oct
• Discover Financial Services (DFS) - $0.060 payable 22-Oct
• Harley-Davidson (HOG) - $0.330 payable 10-Oct
• Realty Income Corporation (O) - $0.141 payable 15-Oct
• State Street Corporation (STT) - $0.240 payable 15-Oct
• Tyco International (TYC) - $0.200 payable 3-Nov

Earnings

• Walgreen (WAG) before market open

Tuesday, September 30, 2008

Dividends

• Legg Mason (LM) - $0.240 payable 20-Oct

Earnings

• Pepsi Bottling Group (PBG)

Wednesday, October 1, 2008

Dividends

• American Express Company (AXP) - $0.180 payable 10-Nov
• Avalonbay Communities (AVB) - $0.893 payable 15-Oct
• Bristol-Myers Squibb (BMY) - $0.310 payable 3-Nov
• Kimco Realty Corporation (KIM) - $0.440 payable 15-Oct
• McCormick & Company, Inc. (MKC) - $0.220 payable 17-Oct
• Medtronic Inc. (MDT) - $0.188 payable 24-Oct
• Monsanto Company (MON) - $0.240 payable 24-Oct
• Quest Diagnostics (DGX) - $0.100 payable 20-Oct
• SYSCO Corporation (SYY) - $0.220 payable 24-Oct
• Torchmark (TMK) - $0.140 payable 31-Oct

Earnings

• Micron Technology (MU)

Thursday, October 2, 2008

Dividends

• American Capital Strategies (ACAS) - $1.050 payable 14-Oct
• Campbell Soup (CPB) - $0.250 payable 3-Nov
• Franklin Resources (BEN) - $0.200 payable 15-Oct
• JPMorgan Chase & Co. (JPM) - $0.380 payable 31-Oct

Earnings

• Constellation Brands, Inc. (STZ) before market open
• Marriott International (MAR) before market open

Friday, October 3, 2008

Dividends

• Best Buy Co., Inc. (BBY) - $0.140 payable 28-Oct

Earnings

• Family Dollar (FDO) before market open

Underlined tickers are those that are particularly interesting for me; they may be on my watch list or I may have open positions (i.e. likely naked put options or the underlying).

Selected Dividends and Earnings for September 21, 2008 to September 27, 2008

Monday, September 22, 2008

Dividends

• Kraft Foods (KFT) - $0.290 payable 8-Oct
• Pulte Homes Inc. (PHM) - $0.040 payable 1-Oct

Earnings

• AutoZone Inc. (AZO) before market open

Tuesday, September 23, 2008

Dividends

• Chicago Mercantile Exchange Holdings Inc. (CME) - $5.000 payable 10-Oct
• Safeway Inc. (SWY) - $0.083 payable 16-Oct
• Sempra Energy (SRE) - $0.350 payable 15-Oct
• Xcel Energy (XEL) - $0.238 payable 20-Oct

Earnings

• Lennar Corporation (LEN) before market open

Wednesday, September 24, 2008

Dividends

• Danaher (DHR) - $0.030 payable 31-Oct
• Developers Diversified Realty Co. (DDR) - $0.690 payable 7-Oct
• Frontier Oil (FTO) - $0.060 payable 16-Oct
• Hercules (HPC) - $0.050 payable 17-Oct
• Polo Ralph Lauren Corporation (RL) - $0.050 payable 10-Oct

Earnings

• Bed Bath & Beyond Inc. (BBBY)
• Nike (NKE)
• Paychex (PAYX) after market close

Thursday, September 25, 2008

Dividends

• American Eagle Outfitters Inc (AEO) - $0.100 payable 10-Oct

Earnings

• Discover Financial Services (DFS) before market open
• McCormick & Company, Inc. (MKC)

Friday, September 26, 2008

Dividends

• Boston Properties (BXP) - $0.680 payable 31-Oct
• Deere & Company (DE) - $0.280 payable 3-Nov
• Dillard's (DDS) - $0.040 payable 3-Nov
• Edison International (EIX) - $0.305 payable 31-Oct
• Fifth Third Bancorp (FITB) - $0.150 payable 21-Oct
• Host Hotels & Resorts Inc. (HST) - $0.200 payable 15-Oct
• Illinois Tool Works Inc. (ITW) - $0.310 payable 14-Oct
• Massey Energy Company (MEE) - $0.050 payable 14-Oct
• Molex Inc. (MOLX) - $0.153 payable 24-Oct
• Nicor Inc. (GAS) - $0.465 payable 1-Nov
• Nucor (NUE) - $0.520 payable 11-Nov
• PG&E Corporation (PCG) - $0.390 payable 15-Oct
• The Dow Chemical Company (DOW) - $0.420 payable 30-Oct
• U.S. Bancorp (USB) - $0.425 payable 15-Oct
• Umpqua Holdings Corporation (UMPQ) - $0.190 payable 15-Oct
• Windstream Communications (WIN) - $0.250 payable 15-Oct
• Xerox Corporation (XRX) - $0.043 payable 31-Oct
• XTO Energy Inc. (XTO) - $0.120 payable 15-Oct

Earnings

• Jabil Circuit, Inc. (JBL) before market open
• KB Home (KBH) before market open

Underlined tickers are those that are particularly interesting for me; they may be on my watch list or I may have open positions (i.e. likely naked put options or the underlying).

The Greatest Risk is Not Taking One - AIG Commercial

Ever since the AIG bailout, I've been looking for one of the 'The Greatest Risk is Not Taking One' series of commercials AIG ran in early 2000/2001 by Ogilvy and Mather.

Without any further delay, I present for your viewing pleasure:

Apparently, the greatest risk wasn't not taking one but rather taking lots of little risks with leverage.  We should have known better; it can't be good news when an insurance company flaunts its risk taking.

The Reserve Primary Fund (RFIXX) breaks the buck, hits TD Ameritrade Apex customers?

The Reserve Primary Fund (RFIXX) took a $785 million hit due to Lehman bankruptcy and is at 97 cents and redemptions are frozen.  I remember seeing this as an offering on TD Ameritrade's Apex as a cash management option.  Not sure, need to check.

I am glad that my money market funds are in firms large enough to subsidize it.  Wachovia (WB) is backing their Evergreen money market funds and so are other firms.

Selected Dividends and Earnings for September 14, 2008 to September 20, 2008

Monday, September 15, 2008

Dividends

• Regions Financial Corp. (RF) - $0.100 payable 1-Oct

Earnings

• Pall Corp. (PLL) after market close
• The Kroger Co. (KR)

Tuesday, September 16, 2008

Dividends

• Annaly Capital Management, Inc. (NLY) - $0.550 payable 29-Oct
• International Flavors & Fragrances (IFF) - $0.250 payable 2-Oct
• National Semiconductor (NSM) - $0.060 payable 6-Oct
• TSYS (TSS) - $0.070 payable 1-Oct

Earnings

• Adobe Systems (ADBE)
• Best Buy Co., Inc. (BBY)
• Darden Restaurants (DRI) after market close
• Goldman Sachs (GS) before market open

Wednesday, September 17, 2008

Dividends

• Chubb Corporation (CB) - $0.330 payable 7-Oct
• Cincinnati Financial Corporation (CINF) - $0.390 payable 15-Oct
• Omnicom Group (OMC) - $0.150 payable 3-Oct
• Seacoast Banking FL (SBCF) - $0.010 payable 30-Sep

Earnings

• General Mills, Inc. (GIS) before market open
• Morgan Stanley (MS)

Thursday, September 18, 2008

Dividends

• CA (CA) - $0.040 payable 30-Sep
• General Electric (GE) - $0.310 payable 27-Oct
• H.J. Heinz Company (HNZ) - $0.415 payable 10-Oct
• Tiffany & Co. (TIF) - $0.170 payable 10-Oct

Earnings

• Carnival Corporation & Carnival plc (CCL)
• Cintas Corporation (CTAS) after market close
• ConAgra Foods (CAG) before market open
• FedEx (FDX) before market open
• Lehman Brothers Holdings Inc. (LEH)
• Oracle (ORCL) after market close

Underlined tickers are those that are particularly interesting for me; they may be on my watch list or I may have open positions (i.e. likely naked put options or the underlying).

GSE bailout means interesting trading day

Financial stocks are going to be volatile on Monday following the Fannie (FNM) and Freddie (FRE) bailout. I am not whether this is good news or bad news but the S&P futures are up 3%+.

I don't think this changes anything so I am still going to be selling on strength in the financials. I am going sell some shallow in the money calls on positions like Wachovia (WB) or Bank of America (BAC) on the surge tomorrow. This is an opportunity to put on hedges at good valuations (despite implied volatility being low).

Selected Dividends and Earnings for September 7, 2008 to September 13, 2008

Monday, September 8, 2008

Dividends

• Ameren Corporation (AEE) - $0.635 payable 30-Sep
• Anadarko Petroleum Corporation (APC) - $0.090 payable 24-Sep
• Baxter International Inc. (BAX) - $0.218 payable 1-Oct
• Burlington Northern Santa Fe Corporation (BNI) - $0.400 payable 1-Oct
• Chicago Mercantile Exchange Holdings Inc. (CME) - $1.150 payable 25-Sep
• Constellation Energy Group, Inc. (CEG) - $0.478 payable 1-Oct
• FedEx (FDX) - $0.110 payable 1-Oct
• H&R Block, Inc. (HRB) - $0.150 payable 1-Oct
• Hewlett-Packard (HPQ) - $0.080 payable 1-Oct
• News Corporation (NWS.A) - $0.060 payable 15-Oct
• Northern Trust (NTRS) - $0.280 payable 1-Oct
• Occidental Petroleum Corporation (OXY) - $0.320 payable 15-Oct
• Pepco Holdings, Inc. (POM) - $0.270 payable 30-Sep
• PPL Corporation (PPL) - $0.335 payable 1-Oct
• Reynolds American, Inc. (RAI) - $0.850 payable 1-Oct
• The Travelers Companies, Inc. (TRV) - $0.300 payable 30-Sep
• Titanium Metals Corporation (TIE) - $0.075 payable 24-Sep

Tuesday, September 9, 2008

Dividends

• International Game Technology (IGT) - $0.145 payable 2-Oct
• Marriott International (MAR) - $0.088 payable 3-Oct

Wednesday, September 10, 2008

Dividends

• Automatic Data Processing (ADP) - $0.290 payable 1-Oct
• Black & Decker Corporation (BDK) - $0.420 payable 26-Sep
• Coca-Cola Enterprises Inc. (CCE) - $0.070 payable 25-Sep
• First Horizon National Corporation (FHN) - payable 1-Oct
• Gannett (GCI) - $0.400 payable 1-Oct
• Huntington Bancshares (HBAN) - $0.133 payable 1-Oct
• Johnson Controls (JCI) - $0.130 payable 2-Oct
• Smith International, Inc. (SII) - $0.120 payable 14-Oct
• Textron Inc. (TXT) - $0.230 payable 1-Oct
• XL Capital Ltd (XL) - $0.190 payable 30-Sep

Earnings

• Rackspace Hosting, Inc. (RAX) after market close

Thursday, September 11, 2008

Dividends

• Allegheny Energy, Inc. (AYE) - $0.150 payable 29-Sep
• Altria Group, Inc. (MO) - $0.320 payable 10-Oct
• BJ Services Company (BJS) - $0.050 payable 14-Oct
• Comerica Incorporated (CMA) - $0.660 payable 1-Oct
• Eastman Chemical Company (EMN) - $0.440 payable 1-Oct
• Equity Residential (EQR) - $0.483 payable 10-Oct
• Family Dollar (FDO) - $0.125 payable 15-Oct
• Fidelity National Information (FIS) - $0.050 payable 29-Sep
• Leggett & Platt (LEG) - $0.250 payable 15-Oct
• Macy's, Inc. (M) - $0.133 payable 1-Oct
• Motorola Inc. (MOT) - $0.050 payable 15-Oct
• NYSE Euronext (NYX) - $0.300 payable 30-Sep
• Philip Morris International (PM) - $0.540 payable 10-Oct
• Public Storage (PSA) - $0.550 payable 30-Sep
• T. Rowe Price (TROW) - $0.240 payable 29-Sep
• The Coca-Cola Company (KO) - $0.380 payable 1-Oct
• UST Inc. (UST) - $0.630 payable 30-Sep

Earnings

• Campbell Soup (CPB)

Friday, September 12, 2008

Dividends

• Devon Energy Corporation (DVN) - $0.160 payable 30-Sep
• Ecolab Inc. (ECL) - $0.130 payable 15-Oct
• Hess Corporation (HES) - $0.100 payable 30-Sep
• Range Resources (RRC) - $0.040 payable 30-Sep

Underlined tickers are those that are particularly interesting for me; they may be on my watch list or I may have open positions (i.e. likely naked put options or the underlying).

Selected Dividends and Earnings for August 31, 2008 to September 6, 2008

Tuesday, September 2, 2008

Dividends

• Home Depot Inc (HD) - $0.225 payable 18-Sep

Wednesday, September 3, 2008

Dividends

• American International Group (AIG) - $0.220 payable 19-Sep
• Bank of America Corporation (BAC) - $0.640 payable 26-Sep
• C.H. Robinson Worldwide Inc (CHRW) - $0.220 payable 1-Oct
• El Paso Corp. (EP) - $0.050 payable 1-Oct
• Fluor Corporation (FLR) - $0.125 payable 2-Oct
• Genuine Parts (GPC) - $0.390 payable 1-Oct
• Kimberly Clark (KMB) - $0.580 payable 2-Oct
• Merck & Co., Inc. (MRK) - $0.380 payable 1-Oct
• Newmont Mining Corporation (NEM) - $0.100 payable 26-Sep
• Pepsi Bottling Group (PBG) - $0.170 payable 30-Sep
• PepsiCo (PEP) - $0.425 payable 30-Sep
• Praxair Inc (PX) - $0.375 payable 15-Sep
• Precision Castparts (PCP) - $0.030 payable 29-Sep
• Sealed Air (SEE) - $0.120 payable 19-Sep
• The Stanley Works (SWK) - $0.320 payable 23-Sep

Earnings

• H&R Block, Inc. (HRB) after market close
• Staples, Inc. (SPLS) before market open

Thursday, September 4, 2008

Dividends

• Ensco International (ESV) - $0.025 payable 19-Sep
• Nike (NKE) - $0.230 payable 1-Oct
• PSEG (PEG) - $0.323 payable 30-Sep

Earnings

• Ciena Corporation (CIEN) before market open

Friday, September 5, 2008

Dividends

• Becton, Dickinson and Company (BDX) - $0.285 payable 30-Sep
• CenturyTel, Inc. (CTL) - $0.700 payable 22-Sep
• Embarq Corporation (EQ) - $0.688 payable 30-Sep
• Federated Investors, Inc (FII) - $2.760 payable 15-Sep
• Frontier Communications Corporation (FTR) - $0.250 payable 30-Sep
• VF Corporation (VFC) - $0.580 payable 19-Sep

Earnings

• National Semiconductor (NSM) before market open

Underlined tickers are those that are particularly interesting for me; they may be on my watch list or I may have open positions (i.e. likely naked put options or the underlying).