Dividend Growth Forum

Anyone reloading at these price levels? Good yield historically speaking and PE is around its long term average.

I will try around $95.00

Full up in both my wife's and my portfolios for several years. I think I'm a little overweight, the stock holding I mean, but I ain't budging.

If I had room, I wouldn't be afraid to take a bite right here although I'd be prepared for a further dip as management tries to figure out how to boost repeat traffic and sales. I believe I read U.S., Canada & Great Britain are it's biggest stumbling blocks.

Same situation as Dividend Watcher. Both my wife's and my ROTHs are full weight with MCD. Though if it drops below $90, I might add some more to it. If I wasn't at full weight with MCD, I would be adding at these levels. Though I do keep reinvesting their dividends back into MCD.

I thought I was getting greedy and missing an opportunity when I set a limit order @ 93.00. Looks like it may come after all. Yield would be 3.5%, I like it.

Any chance PM gets into the 72 handle for a 5% yield? Opportunities may start coming in with a continued dip.

I'm gonna pull the trigger.... but not just yet
(got within 5 cents of my "pull" mark. We'll see if Monday lets me build that holding back up to where it was).

My best purchase of MCD was with a starting yield of 3.65 percent, back in November 2012. If it drops much lower from here, it will be near the top of my list for a small additional purchase. (Also keeping a close eye on KO to see how far above 3.00 percent the yield might go.)

I'm greedy. I put in a limit order @ $93.50 ...

Darn, missed it by 2 cents!

(08-04-2014, 08:50 AM)ronn38 Wrote: [ -> ]I'm greedy. I put in a limit order @ $93.50 ...

Darn, missed it by 2 cents!

Filled today? I'm still at 93.00.

Yeap! 26 shares, brining my total to 105.8 and 3% of my portfolio :-)

Ronn

(08-01-2014, 07:39 AM)NilesMike Wrote: [ -> ]Any chance PM gets into the 72 handle for a 5% yield? Opportunities may start coming in with a continued dip.

I think a test of 75 is a lot more likely than 72. At the latest dividend rate, the 5% yield price is $75.20. Plus, we can expect the annual dividend raise in September, so if the price actually touches $75, that would be a real bargain. If PM were not already overloaded in my portfolio I would buy more at that price.

(08-05-2014, 08:12 PM)NilesMike Wrote: [ -> ]

(08-04-2014, 08:50 AM)ronn38 Wrote: [ -> ]I'm greedy. I put in a limit order @ $93.50 ...

Darn, missed it by 2 cents!

Filled today? I'm still at 93.00.

Filled today @ 92.98.

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(08-08-2014, 11:31 AM)Be Here Now Wrote: [ -> ]

(08-01-2014, 07:39 AM)NilesMike Wrote: [ -> ]Any chance PM gets into the 72 handle for a 5% yield? Opportunities may start coming in with a continued dip.

I think a test of 75 is a lot more likely than 72. At the latest dividend rate, the 5% yield price is $75.20. Plus, we can expect the annual dividend raise in September, so if the price actually touches $75, that would be a real bargain. If PM were not already overloaded in my portfolio I would buy more at that price.

You are correct, my math slipped a digit. A bargain indeed, I'm hoping it gets there. That would be right around the 52 week low, similar to MCD.

I haven't been watching prices for a few days -- been taking care of family medical issues. Checked in this afternoon to see MCD closing in on $91.00?!?! Assuming I've got a few free minutes after the open tomorrow, you can be sure I'll be buying some Mickey Ds tomorrow.