Archive

Filter
  • September 18, 2014
  • Alert

BlackRock (NYSE: BLK)  is the world’s largest manager of ETFs, and of funds overall. It’s also the biggest asset manager, with $4.6 trillion.After dropping sharply in the 2008 financial crisis, BlackRock’s earnings per share  have tripled.  Today it’s a financial juggernaut. In the latest quarter, EPS jumped 18% on… Read More

CA Technologies (NSDQ: CA), an information technology company with a yield of  3.5%, has been added to the Personal Finance Income Portfolio. Fiscal 2014, which ended in March, was not a banner year for the company. Revenue declined by almost 2.8% to $4.41 billion with drops across all three business… Read More

People’s United Financial (NSDQ: PBCT), a bank holding company in New England with a 4.4% dividend yield, has been added to the Personal Finance Income Portfolio.  People’s United owns People’s Bank, the largest independent bank in New England. Since 2007 it has made five big acquisitions, adding almost $13… Read More

With the current issue of Personal Finance we are removing all of the MLP holdings from the Income Portfolio, as they are each currently trading above their respective buy limits and now represent limited upside potential in the near to intermediate term. As the article notes, “Our… Read More