JP Morgan

Position Update: JP Morgan Passes Stress Test and Raises Dividend

by Glenn Busch March 15, 2012
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JP Morgan (JPM) is a position in our strategic dividend portfolio and a position in our Fallen Angels Income Fund (FAINX). The equity portion of the Fallen Angels Income Fund and our strategic dividend strategy focus on finding not only finding undervalued dividend paying stocks but stocks that have the potential to grow their dividend. Entering this year we saw the financial sector, predominantly the large banks, having the potential to greatly increase their dividend payouts. They just needed to pass the Federal Reserve stress test and get any new capital plan approved by the Fed too. JP Morgan did both.

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Two October Option Expiration Events in Our Enhanced Dividend Income Portfolio

by Glenn Busch October 28, 2011
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Our Enhanced Dividend Income portfolio invests in high-quality dividend paying stocks that also have the ability to grow their dividend over time. The portfolio also involves selling covered calls selectively and strategically on positions. We sold calls that expired last weekend on two positions, JP Morgan Chase (JPM) and Exxon Mobil (XOM).

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Fallen Angels Report: Pattern Recognition…Spotting the Comeback Stocks

by Glenn Busch April 18, 2011
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“A person watching the tide coming in and who wishes to know the exact spot which marks the high tide, sets a stick in the sand at the points reached by the incoming waves until the stick reaches a position where the waves do not come up to it, and finally recede enough to show that the tide has turned. This method holds good in watching and determining the flood tide of the stock market.”

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