Stocks I Discussed at the Money Show Part 2

If you missed my previous article on the MoneyShow where I gave a presentation
last week, you can see it here . I tried to cover a diversified group of various
high income stocks in many different industries. One area that I covered was
inflation proof income stocks. One of the best ways to get inflation protection
is from gold and precious metals mining stocks. Unfortunately, investors have
only three choices. Goldcorp Inc. (GG) yields only 0.9% but pays dividends on a
monthly basis. Because the yield is so low, you would have to invest a
significant amount in order to receive a decent monthly dividend check. There is
also Hecla Mining preferred B (HL-PB), sporting a yield of 6.5%, payable
quarterly. Unfortunately, there is no growth potential. Finally there is
Freeport-McMoRan Copper & Gold (FCX), which closed at 43.50 last Wednesday when
I gave the speech. It yield isn't real high at 2.2%, but still beats
certificates of deposit. Dividends are paid quarterly. The company produces
copper, gold, molybdenum, silver, and cobalt. Revenues for the latest quarter
were up an amazing 50.5% year over year, with an outstanding earnings growth of
106%. In 2010, Freeport had its best financial results in the company's
history. In the last five years, revenues have tripled. In produces 9% of the
worldwide mined copper production, with operations in Arizona, New Mexico, and
Colorado in the United States, Peru, Chile, Indonesia, and Congo. It has the
Grasberg Mining Complex in Indonesia, which has the world's largest gold
reserve, and the world's largest recoverable copper reserve. Overall, the
company has 40.0 million ounces of gold, 102.0 billion pounds of copper, 2.48
billion pounds of molybdenum, and 266.6 million ounces of silver. Another stock
I covered was in the real estate field. The company is Realty Income (O), one of
the few companies with a one letter stock ticker symbol. This is a Real Estate
Investment Trust which yields 5.8%, payable monthly. The stock closed at 30.75
last Wednesday. It has increased its dividend for 16 years in a row and has paid
dividends for 42 years. The company has 2,500 properties with an occupancy rate
of 96.6%. It leases to over 100 different retail enterprises in more than 30
separate industries, with properties in almost all states. The leases are
typically for 15 to 20 years, usually triple-net leases where the tenant pays
the taxes, maintenance and insurance. The properties are usually freestanding
buildings in prime locations with good access and visibility. Tenants include
Petsmart, Children's World, Taco Bell, Jiffy Lube, National Tire, AMC
Theatres, Boston Market, Rite Aid, La Petite Academy, Sports Authority and Pizza
Hut. The stocks has had an average compounded annual return of 17.8% since it
was listed on the NYSE in 1994. The company had maintained property occupancy
levels above 96% at the end of each year. No single tenant accounts for more
than 10% of total lease revenue. The latest quarterly earnings growth was 26.4%.
An interesting utility is Portland General Electric (POR), which closed at 21.82
when I discussed it last week. The stock yields about 4.6%, and had a 1.9%
dividend increase declared in June. Dividends have been increasing every year
since 2006. The stock sports a forward price to earnings ratio of 12.2. Revenue
for the latest six months grew nearly 4% over the previous year with income
increasing 78%. Earnings should increase this year, primarily due to the 3.9%
rate increase in January of this year, which should bring in $65 million. The
regulatory climate is improving. The company's capital spending has been
declining because major projects have been completed, such as the advanced meter
installation and a windfarm. If you like high dividend stock ideas , check out
the numerous lists of high dividend stocks at WallStreetNewsNetwork.com, that
can be downloaded, updated, and sorted. Also, stay tuned for upcoming articles
on more stocks from the MoneyShow. Disclosure: Author did not own any of the
above at the time the article was written. By Stockerblog.com