SOJC News and Press, Southern Company Series 2017B 5.25% Junior Subordinated Notes due December 1 2077 From 10/12/20

The taxable account generated $1,169.58 of dividends in September of 2020 compared with $1,699.18 of dividends in September of 2019. The taxable account had a balance of $384,080.02 as of September 30th, 2020, vs. $461,950.86 on September 30th, 2019. The annualized cost basis yield is...

The earnings season came to a close and markets were mostly flat. I am continuing my monthly investment plans and suspiciously follow the massive rally in technology stocks. Whether it is a bubble or not, I won't stop investing. My dividend income from 37 corporations amounted...

I received $67.56 in dividends for the quarter compared to $23.17 for Q3 of 2019. Hitting new highs in dividend income. Coronavirus and Presidential Election Race mean extremely volatile market heading into Q4 2020. For further details see: My Dividend Growth Portfolio Q...

This is a Core Income Portfolio holding that hasn't performed well given it has REIT equity exposure. The only equity exposure we hold in the Core Portfolio is in Nuveen Real Asset Income & Growth (JRI). The fund is a mix of REITs, bonds and preferreds. Two key factors are dri...

The introduction to this article is a little different but does involve one of the stocks held in the Taxable Account - Simon Property Group ( SPG ). It was announced that the behemoth REIT is exercising its financial flexibility, along with Brookfield Property Partners ( BPY ), to purchase J...

The growth vs value debate is usually framed as an either or proposition, you are either a growth investor or a value investor. The young are usually painted as sheep skipping aimlessly toward the slaughter of high priced hyper growth companies and the old as dinosaurs missing out on all the r...

I have been specializing myself in the insider topic with months of empirical research to understand the trades and their informativeness. Insiders are the high managers, directors and majority shareholders of a firm and know their company better than anyone else as they are close to the s...

Investment Thesis It isn't your grandfather's energy landscape anymore. You know, the environment in which almost all energy consumption comes from fossil fuels like coal, petroleum, and natural gas, and any power generated by renewable sources had to be heavily subsidized by the governme...

Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts, and the latest edition may be found here . However, since this list is only produced once per month, the data in it can quickly get out of date. Fu...

Carrier Global Corporation ( CARR ) emerged along with Otis Worldwide Corporation ( OTIS ) as two spin-offs from the merger of United Technologies ( UTX ) and Raytheon ( RTX ). So far I have been extremely pleased with the results of the spin-off and John and Jane decided that it made sense to...