Dell Inc. (DELL), Staples, Inc. (SPLS), Exelon Corporation (EXC): One Person’s Trash Is Another Person’s Treasure Portfolio

Sticking with the theme of dividends, Staples, Inc. (NASDAQ:SPLS) delivered shareholders a $0.12 quarterly payout last Thursday, also helping to boost our dividends receivable. Staples, Inc. (NASDAQ:SPLS) looks poised to capitalize on the turmoil that will be caused from the merger of Office Depot Inc (NYSE:ODP) and OfficeMax Inc (NYSE:OMX) stores in terms of store closures. With the addition of Apple Inc. (NASDAQ:AAPL) accessories in its stores, I’d call Staples, Inc. (NASDAQ:SPLS) a continued bet for strong cash generation.

Let’s make it a dividend trifecta this week by also pointing out that Exelon Corporation (NYSE:EXC) declared a $0.31 quarterly dividend yesterday payable on June 10. The lower dividend is consistent with its previously stated forecast and still packs a 3.3% punch after the nearly 20% move Exelon Corporation (NYSE:EXC) has made over the previous three months. A colder winter certainly helped to boost energy usage in recent months; however, Exelon Corporation (NYSE:EXC) will still need to make investments in renewables and further diversify its energy assets if it hopes to maintain its recent momentum.

We can do better
The contrarian and value portfolio bounced a bit this week, thanks in large part to the performance of Arkansas Best, but it still managed to lose ground to the ceiling-less S&P 500. I’m not shocked to see this portfolio underperforming in an environment where investors are willing to take on more risk, but I still think that over the long run, when the market does correct and traders realize we can’t go straight up, these companies will be gold — metaphorically speaking!

Check back next week for the latest update on this portfolio and its 10 components.

The article One Person’s Trash Is Another Person’s Treasure Portfolio originally appeared on Fool.com.

Fool contributor Sean Williams owns shares of QLogic, Dell, Skullcandy, and France Telecom, but has no material interest in any other companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.The Motley Fool owns shares of Apple, Dendreon, France Telecom, Skullcandy, and Staples and recommends Apple, Exelon, and France Telecom.

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