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Home » Tag: WFC
Tue. Jun. 9, 2009 D4L classics, commentary

Warren Buffett’s Dividend Stocks

Some of my fellow dividend investors have accused Warren Buffett of being a closet dividend investor. I won’t quite go that far, but there is significant common ground between dividend and value investors. With that said, let’s take a close look at Mr. Buffett’s most recent 13-F filing with the Securities and Exchange Commission.


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Mon. Mar. 2, 2009 D4L commentary

Federal Reserve To Urge Banks to Stop Paying Dividends

Last Wednesday, Bloomberg reported that The Federal Reserve is urging Wells Fargo & Co. (WFC) and dozens of banks getting bailout funds to put the money into new loans, bolster loss reserves and not to pay dividends to shareholders. It seems the message has been heard. JPMorgan (JPM), the second-largest U.S. bank, slashed its dividend by 87% to $0.05. CEO Jamie Dimon said the decision wasn’t “directly related” to the $25 billion it received under the government’s Troubled Asset Relief Program (TARP). Not all companies have the government helping them run their businesses, so they are free to continue raising their dividends. Here are several that have done just that:


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More on this topic (What's this?)
Auerback: Bernanke Fesses Up: America Has No ‘Insolvency’ Issue (naked capitalism, 2/26/10)
Bernanke Vote Closer Than It Appeared (naked capitalism, 1/29/10)
Yellen About ZIRP (LOLFed, 3/13/10)
Read more on Federal Reserve at Wikinvest
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Tue. Feb. 17, 2009 D4L commentary

Wells Fargo: Things May Not Be Well at Wells

I thought Bank of America (BAC) was strong enough to survive without cutting its dividend. It was better managed than Citigroup (C) and wasn’t in near the dire straits that C was in when it was forced to cut its dividend. This all changed with the announced acquisition of Merrill Lynch. When a company such as Merrill is sold at a fire sale, there usually is a reason. BAC is now learning why Merrill was so favorably priced – they got what they paid for. Is this same situation playing out with Wells Fargo’s (WFC) acquisition of Wachovia?


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Wed. Feb. 11, 2009 D4L process

The Best Dividend Stocks In The World

I couldn’t begin to estimate how many different stocks are traded around the world on the various exchanges. Like everything else, there are many participants, but few players. Though the population of stocks may be large, there are only a precious few that are worthy dividend stocks. When spending my time looking for worthy investments, there are four primary places I look:
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Fri. Jan. 23, 2009 D4L commentary

Big Banks, Little Dividends: More Bad News For Large Banks

Big banks continue to struggle and rely on TARP funds to prop them up. Last week Bank of America (BAC) reported a net loss of $0.48 per share for the fourth quarter, well below the consensus of an $0.08 profit. Merrill Lynch’s preliminary results indicate a fourth quarter loss of $15 billion due to the turmoil in the capital markets. The U.S. government agreed to provide BAC an additional $20 billion to assist in the Merrill acquisition. In addition, the government has agreed to provide BAC protection against certain losses on $118 billion in selected capital markets.


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Wed. Jan. 21, 2009 D4L commentary

TARP Investment ROI Significantly Down

When the government wants to spend pork, but not call it pork they rebrand it as an “investment” in our future. Such is the case with the Troubled Asset Relief Program (TARP). So, as taxpayers and “investors” how have we fared with our “investment” and how does TARP fit into our dividend portfolios?


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More on this topic (What's this?)
Obama to Announce $120 Billion TARP Fee (naked capitalism, 1/13/10)
Treasury Gives Misleading Account of TARP Results (naked capitalism, 12/24/09)
TARP Tax More Politics Than Economics (Money Morning, 1/14/10)
Read more on Troubled Assets Relief Program (TARP) at Wikinvest
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Thu. Dec. 4, 2008 D4L commentary

Five Dividend Stocks To Watch

Blue chip dividend stocks usually carry a premium. Often this premium is in excess of what I am willing to pay. With Monday’s market slide followed by Tuesday and Wednesday’s subsequent recovery, it appears that good stocks can fall into an after-Thanksgiving mark-down sale at anytime. Here are five stocks that I am watching closely, with their Risk Quality (RQ) rating and other information as of 12/1/2008:


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More on this topic (What's this?)
Procter & Gamble (PG) Stock Dividend Analysis (Dividend Growth Investor, 3/12/10)
Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)
Anticipating Dividend Increases (Buying Value, 3/7/10)
Read more on Procter & Gamble Company, Progress Energy, Dividends at Wikinvest
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Tue. Nov. 25, 2008 D4L process

Strategically Managing Your Dividend Portfolio In A Downturn

The recent turbulence in the market has provided income investors first hand experience in managing their income portfolio in a declining market. For some, this may be their first significant and prolonged downturn. Here are some things that will help you succeed and thrive during this bear market:

I. Remember Why You Are An Income Investor


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More on this topic (What's this?)
Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)
Twelve Dividend Stocks Increasing Dividends (Dividend Growth Investor, 2/1/10)
Anticipating Dividend Increases (Buying Value, 3/7/10)
Read more on Dividends at Wikinvest
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Wed. Oct. 15, 2008 D4L analysis

Stock Analysis: Wells Fargo & Company (WFC) A Buy on Dips

Linked here is a PDF copy of my detailed analysis of Wells Fargo & Company (WFC). Below are some highlights from the above linked analysis:

Company Description: Wells Fargo & Co provides banking, insurance, investment, mortgage and consumer finance services throughout North America.

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