Monday, December 20, 2010

12/19/10 CMS, CNP, CTL, FTR, MO, PM, Q, RAI, SE, VZ & WIN

12/19/10 CMS, CNP, CTL, FTR, MO, PM, Q, RAI, SE, VZ & WIN




At the time of this analysis, the VIX was at 16.11 and the S&P500 was at 1,243.91.


Following are Buy/Write analysis of stocks presented in a SeekingAlpha.com artcle by Scott;s Investments titles 11 High Yield Stocks to Consider Now, dated December 13, 2010.

CNP and SE were new to our database.
CNP and CMS do not have a wide selection of calendar dates therefore we only presented two scenario's as the far date was about 6 months out.

Symbol Name

CMS CMS Energy - High RVI's are our only concern. We like the low P/E's and high dividend.

CNP CenterPoint Energy Inc - High RVI's are our only concern. We like the low P/E's and high dividend.

CTL CenturyLink, Inc - High RVI's are our only concern. We like the low P/E's and high dividend. Pricing volatility trails off as is reflected in the lower days earnings. Note the further dates capture the dividend.

FTR Frontier Communications Co - Astronomical RVI's, this is a 17.3%/$1.46 price ranging stock with high P/E's. Communications stocks do have their issues and rewards as is reflected by the 8.0% dividend.

MO Altria Group Inc. - High RVI's are our only concern. We like the low P/E's and high dividend. This stock is one we have owned for many years. It has a 23.4%/%5.85 price range.

PM Phillip Morris - Similar to MO, however it does have a better earnings profile for the same periods.

Q Quest Communications International Inc - High P/E's. Note the 2nd and 3rd dates earn the dividend. The near date is most attractive overall.

RAI Reynolds American Inc - A stock we really like statistically and fundamentally. The RVI's are high, approaching 100%.

SE Spectra Energy Corp - A stock introduced to us via Scott's list. We did not do any fundamental analysis on this stock. RVI's are high, the P/E's are ok.

VZ Verizon Communications Inc - The 223+ P/E makes us look at the Forward P/E. RVI's are high, each date earns a dividend. Overall the 2nd most attractive stock of this group.

WIN Windstream Corp - Fundamental profile aside, this is the most attractive stock in this group. High SSR's and Days earnings, each dates earns a dividend, at 7.0% is meaningful to its profile.





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As with everything we post, we may or may not have the stock and/or strategy in place in any one of our portfolios or may add it at any time. We do not make any buy or sell recommendations. We provide basic analytical research, some short commentary of the results and encourage you to do your own thorough due diligence prior to any purchase or sale.





















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