Let's catch up on many of the public companies and stocks we've been following:

Ebix (EBIX): I featured this stock in March, when this healthcare software player was trading at about $16. The rationale was that it had recently corrected and was trading at a very attractive multiple. It recently reported a stellar quarter and the stock popped for about 20%.  (Disclosure: I owned the stock at the last time of writing but recently sold it since earnings. I regret selling it. Looking to buy some back).

New Zealand Telecom (NZT): In our hunt for global telecom dividends, we found New Zealand Telecom. In early June I pointed out that it was paying a dividend of nearly 10%. The stock seemed like a buy at $6, where there was a lot of support in the chart. It's now trading at $7.42. It's now paying an 8.8% dividend. (Disclosure: I'm holding this in a retirement account where I plan to collect the dividend for quite a while.)

AT&T: Rayno Report (RR) has visited AT&T a number of times, pointing to its rich dividend and it's inablity to move more than $2. There are number of strategies you can use here, some including complicated options strategies to harvest premium on a stock that doesn't move. But I still like just buying the stock for the dividend with a stop at $24; or alternatively, you can hedge with $25 puts whenever the stock runs up to $26. It's been trading in a $23-$27 band forever, it seems. The dividend is 6%, much better than a treasury-bond yield at this point. (Disclosure: Currently not involved, but I've been in and out, looking to buy back at $25).

Right Now (RNOW). Right Now is a stock we only recently started to follow. It's been performing well since it's last earnings report, when you could have picked it up for $15.50. It has been especially strong since a major new product release. Keep an eye on it. Or alternatively, buy it. (Disclosure: no position)

Gold (GLD). RR featured gold at $1,130 after one of its famous, vicious corrections. The bears are still blue in the face, explaining all the reasons why gold should be going down (since $700). Only one problem with that: Gold is in a secular bull market. It's up 20% on the year vs. a flat S&P. I wish I had bought more gold at $1,130. Then again, I wish I had bought more at $900, $700, and $500. Gold looks to me like it's consolidating around the $1,200 before it makes a shot at a new high, probably during the Sept.-Dec. period, which is seasonally strong for gold. (Disclosure: Long gold).