Dividend Growth Forum

guru, I'm still buying at these levels. Just like I was buying when everything was at an all time high. I pretty much buy when cash hits my different accounts. I have $197 in my ROTH account which is the most cash I have in any of my trading accounts. Probably would have spent it today, but I was busy working so I didn't have time to check the markets before the bell ended the day. Will most likely be spending it tomorrow. I'm a true DGI er that will keep buying and adding to my dividend income through thick and thin. Need to go see what looks good now to add a few more shares to my growing stash.

Opened a covered call on JETS 15MAY20 18.00 strike

Breakeven 14.05

(03-31-2020, 01:48 PM)stockguru Wrote: [ -> ]

(03-31-2020, 01:40 PM)Otter Wrote: [ -> ]Small businesses generate 44% of America's economic activity.

80% of American workers live paycheck to paycheck.

Real wage growth has been stagnant to negative for over 35 years for over 90% of American workers.

Consumer debt as a percentage of GDP has dropped roughly 25% from its all-time highs in 2008 (from 100% to 75%), but is still at historically elevated levels (higher than it was in 2001).

Who buys the stuff from the big guys when the consumer is tapped out?

Again you must think this is the great depression era. This is all short term. Sure we will take hits. But we will always come back from blow, after blows. That's what makes America great, And these small businesses get supported more then you will ever know. My husband own 3 cafe's and our community is a strong one and we give back to them and we can always count on there support. In the past 3 months our traffic sales are down 12% which is not bad. We do what we can to keep our business growing. Delivery is one thing we started. Best of all we have not laid off any employees. Sure we cut hours back. But that's what you do to survive. We will come back strong. Coffee and bakery goods everyone loves 

-12% is not bad at all.  Do you live in a state that has avoided the virus for the most part?  My state is not locked down, but restaurants are closed except carryout.  Most of the smaller ones just closed for now.  Only a few have announced it's permanent so far.  I do think the restaurants will rebound quickly.  Hospitality and travel are the obvious victims.  Hotels are going to be deep in debt.  I feel bad for my cuz that is losing her travel agency.  It was her life dream.  People are not going to jump back on Alaskan cruise ships fast enough to save her.  Flying will be a big step for half the population.  They say it takes about 18 months on average for Americans to forget about a bad event and mostly return to normal activity levels.  Anybody here interested in being trapped on a cruise ship or a foreign country this fall?  You're bolder than most if you would even consider it.

Added to Airbus.
Will be adding a little to US companies too today, a little in any case (it's time for my regular monthly buys) and a bit more if we see a nice red day.

(04-01-2020, 02:34 AM)crimsonghost747 Wrote: [ -> ]Added to Airbus.
Will be adding a little to US companies too today, a little in any case (it's time for my regular monthly buys) and a bit more if we see a nice red day.

Well you got your big red day to buy today lol 

Things I’m looking to add on weakness are HD, AMGN, MA, PEP, SBUX, MCD and ADP

Those are core holdings and names I know will he around forever lol. Not buying until further weakness on some of those names. I added to SBUX, PEP and HD a few weeks back and will be looking to add more 

What are you looking to add too or even start new position in?

(04-01-2020, 06:43 AM)divmenow Wrote: [ -> ]

(04-01-2020, 02:34 AM)crimsonghost747 Wrote: [ -> ]Added to Airbus.
Will be adding a little to US companies too today, a little in any case (it's time for my regular monthly buys) and a bit more if we see a nice red day.

Well you got your big red day to buy today lol 

Things I’m looking to add on weakness are HD, AMGN, MA, PEP, SBUX, MCD and ADP

Those are core holdings and names I know will he around forever lol. Not buying until further weakness on some of those names. I added to SBUX, PEP and HD a few weeks back and will be looking to add more 

What are you looking to add too or even start new position in?

I like that plan.  I am going to nibble back on core positions.  Starting with the ones I trimmed at least 10% higher.  That could happen today.  Think I will save the specs for a day when we re-test lows if that happens.  They seem safer if you get a going out of business price.  BTW HD just gave me a hazardous duty pay increase raise for selling "essential" doors and windows to these fools lol.  They just gave us additional free sick leave/personal time last week.  Sales are too good right now. I'd be surprised if they make earnings, but other companies are going to make HD look REAL good. They report late in the quarter so they will take the brunt.

This place is way too quiet. The Guru is gonna be so proud of me today. I bought something other than beer Picked up some WTRG-PPL-HON so far. Just replacing shares I dumped the past week when they were on the rally. I have a dozen small limit orders in. Probably need a dip closer to DOW -1000 for many to execute.

Looking at housing and supplier stocks today. New mortgage stats look unsurprisingly horrible. I doubt TOL hits my range today but WY (Weyerhauser ) looks good enough. It's about the largest lumber REIT with a great Div that isn't going out of business. I liked them at 25 so I should love them at 16. Probably buy some shares and sell a put hoping to get forced into another hundred cheap shares Friday.

(04-01-2020, 06:43 AM)divmenow Wrote: [ -> ]

(04-01-2020, 02:34 AM)crimsonghost747 Wrote: [ -> ]Added to Airbus.
Will be adding a little to US companies too today, a little in any case (it's time for my regular monthly buys) and a bit more if we see a nice red day.

Well you got your big red day to buy today lol 

Not red enough for my taste.
Added to BIP in the open. Eyeing a couple of others but no other buys so far today.

From today....

By Philip van Doorn, MarketWatch

Investors who rely on income are already seeing companies reduce or eliminate dividend payouts as the coronavirus spreads

The deadly coronavirus is taking a toll on financial markets around the world. Stock-price declines have been swift and relentless.

Now there is intense pressure for companies to shore up cash reserves, not only by reducing investment and suspending share buybacks, but by cutting dividend payouts.

Jefferies global equity strategist Sean Darby has listed 60 companies in the S&P 500 that he and his colleagues think are "susceptible to a dividend cut."

Here's the entire list, followed by explanations and more background from Darby:

Company Ticker Dividend yield Dividend coverage ratio Net debt to equity

General Mills Inc. US:GIS 3.62% 1.49 177.3%

Evergy Inc. US:EVRG 3.42% 1.47 117.3%

Sempra Energy US:SRE 3.48% 1.46 120.0%

Qualcomm Inc. US:QCOM 3.59% 1.45 74.8%

PPL Corp. USPL 6.43% 1.44 171.9%

American Electric Power Co. Inc. US:AEP 3.34% 1.42 149.3%

Genuine Parts Co. US:GPC 4.78% 1.40 114.9%

Consolidated Edison Inc. US:ED 3.79% 1.38 117.1%

3M Co. US:MMM 4.27% 1.38 186.1%

International Flavors & Fragrances Inc. US:IFF 2.78% 1.38 64.3%

PepsiCo Inc. USEP 3.04% 1.37 187.6%

Duke Energy Corp. USUK 4.53% 1.36 130.8%

United Parcel Service Inc. Class B US:UPS 4.13% 1.33 683.1%

Eversource Energy US:ES 2.71% 1.33 117.6%

J.M. Smucker Co. US:SJM 3.18% 1.32 72.9%

Coca-Cola Co. US:KO 3.64% 1.30 156.3%

Becton, Dickinson and Co. US:BDX 1.42% 1.30 89.3%

Kellogg Co. US:K 3.83% 1.25 243.6%

Bristol-Myers Squibb Co. US:BMY 3.31% 1.20 60.7%

Equity Residential US:EQR 3.85% 1.15 84.7%

Las Vegas Sands Corp. US:LVS 7.27% 1.14 132.3%

American Tower Corp. US:AMT 1.72% 1.13 448.8%

Campbell Soup Co. US:CPB 3.01% 1.12 759.3%

Federal Realty Investment Trust US:FRT 5.60% 1.11 121.6%

FirstEnergy Corp. US:FE 3.85% 1.10 295.2%

Microchip Technology Inc. US:MCHP 2.13% 1.03 186.8%

Gap Inc. US:GPS 13.07% 0.96 181.6%

Kinder Morgan Inc Class P US:KMI 7.54% 0.96 93.4%

Hershey Co. US:HSY 2.24% 0.96 228.5%

AT&T Inc. US:T 6.88% 0.93 87.3%

AvalonBay Communities Inc. US:AVB 4.18% 0.92 67.3%

Extra Space Storage Inc. US:EXR 3.72% 0.92 179.9%

SL Green Realty Corp. US:SLG 7.68% 0.91 92.9%

Welltower Inc. US:WELL 7.38% 0.88 88.9%

Oneok Inc. US:OKE 18.66% 0.88 204.4%

NiSource Inc US:NI 3.22% 0.88 159.7%

Boston Properties Inc. US:BXP 4.22% 0.86 144.5%

Essex Property Trust Inc. US:ESS 3.68% 0.86 91.1%

AES Corp. US:AES 4.19% 0.83 306.6%

Simon Property Group Inc. US:SPG 14.84% 0.82 767.0%

Mid-America Apartment Communities Inc. US:MAA 3.73% 0.79 70.9%

FedEx Corp. US:FDX 2.09% 0.79 86.0%

Alexandria Real Estate Equities Inc. US:ARE 2.85% 0.79 67.5%

Kimco Realty Corp. US:KIM 11.09% 0.72 106.8%

Broadcom Inc. US:AVGO 5.41% 0.64 111.1%

Amcor PLC US:AMCR 5.64% 0.63 97.0%

Equinix Inc. US:EQIX 1.65% 0.61 129.0%

Regency Centers Corp. US:REG 5.96% 0.61 64.0%

Molson Coors Beverage Co. Class B US:TAP 5.66% 0.57 63.5%

Digital Realty Trust Inc. USLR 3.20% 0.55 100.7%

Realty Income Corp. US:O 5.26% 0.51 81.1%

Newell Brands Inc US:NWL 6.74% 0.47 121.1%

Williams Companies Inc. US:WMB 11.58% 0.47 135.7%

UDR Inc. US:UDR 3.82% 0.46 111.1%

Dominion Energy Inc US 4.90% 0.46 112.3%

Crown Castle International Corp. US:CCI 3.24% 0.39 226.3%

Iron Mountain Inc. US:IRM 9.96% 0.38 711.8%

Ventas Inc. US:VTR 11.01% 0.37 113.7%

Wynn Resorts Ltd. US:WYNN 6.55% 0.31 533.9%

Healthpeak Properties Inc. USEAK 6.08% 0.06 95.5%

Source: Jefferies

You can click on the tickers for more about each company.

(04-01-2020, 09:55 AM)stockguru Wrote: [ -> ]From today....

By Philip van Doorn, MarketWatch

Investors who rely on income are already seeing companies reduce or eliminate dividend payouts as the coronavirus spreads

The deadly coronavirus is taking a toll on financial markets around the world. Stock-price declines have been swift and relentless.

Now there is intense pressure for companies to shore up cash reserves, not only by reducing investment and suspending share buybacks, but by cutting dividend payouts.

Jefferies global equity strategist Sean Darby has listed 60 companies in the S&P 500 that he and his colleagues think are "susceptible to a dividend cut."

Here's the entire list, followed by explanations and more background from Darby:

Company Ticker Dividend yield Dividend coverage ratio Net debt to equity

General Mills Inc. US:GIS 3.62% 1.49 177.3%

Evergy Inc. US:EVRG 3.42% 1.47 117.3%

Sempra Energy US:SRE 3.48% 1.46 120.0%

Qualcomm Inc. US:QCOM 3.59% 1.45 74.8%

PPL Corp. USPL 6.43% 1.44 171.9%

American Electric Power Co. Inc. US:AEP 3.34% 1.42 149.3%

Genuine Parts Co. US:GPC 4.78% 1.40 114.9%

Consolidated Edison Inc. US:ED 3.79% 1.38 117.1%

3M Co. US:MMM 4.27% 1.38 186.1%

International Flavors & Fragrances Inc. US:IFF 2.78% 1.38 64.3%

PepsiCo Inc. USEP 3.04% 1.37 187.6%

Duke Energy Corp. USUK 4.53% 1.36 130.8%

United Parcel Service Inc. Class B US:UPS 4.13% 1.33 683.1%

Eversource Energy US:ES 2.71% 1.33 117.6%

J.M. Smucker Co. US:SJM 3.18% 1.32 72.9%

Coca-Cola Co. US:KO 3.64% 1.30 156.3%

Becton, Dickinson and Co. US:BDX 1.42% 1.30 89.3%

Kellogg Co. US:K 3.83% 1.25 243.6%

Bristol-Myers Squibb Co. US:BMY 3.31% 1.20 60.7%

Equity Residential US:EQR 3.85% 1.15 84.7%

Las Vegas Sands Corp. US:LVS 7.27% 1.14 132.3%

American Tower Corp. US:AMT 1.72% 1.13 448.8%

Campbell Soup Co. US:CPB 3.01% 1.12 759.3%

Federal Realty Investment Trust US:FRT 5.60% 1.11 121.6%

FirstEnergy Corp. US:FE 3.85% 1.10 295.2%

Microchip Technology Inc. US:MCHP 2.13% 1.03 186.8%

Gap Inc. US:GPS 13.07% 0.96 181.6%

Kinder Morgan Inc Class P US:KMI 7.54% 0.96 93.4%

Hershey Co. US:HSY 2.24% 0.96 228.5%

AT&T Inc. US:T 6.88% 0.93 87.3%

AvalonBay Communities Inc. US:AVB 4.18% 0.92 67.3%

Extra Space Storage Inc. US:EXR 3.72% 0.92 179.9%

SL Green Realty Corp. US:SLG 7.68% 0.91 92.9%

Welltower Inc. US:WELL 7.38% 0.88 88.9%

Oneok Inc. US:OKE 18.66% 0.88 204.4%

NiSource Inc US:NI 3.22% 0.88 159.7%

Boston Properties Inc. US:BXP 4.22% 0.86 144.5%

Essex Property Trust Inc. US:ESS 3.68% 0.86 91.1%

AES Corp. US:AES 4.19% 0.83 306.6%

Simon Property Group Inc. US:SPG 14.84% 0.82 767.0%

Mid-America Apartment Communities Inc. US:MAA 3.73% 0.79 70.9%

FedEx Corp. US:FDX 2.09% 0.79 86.0%

Alexandria Real Estate Equities Inc. US:ARE 2.85% 0.79 67.5%

Kimco Realty Corp. US:KIM 11.09% 0.72 106.8%

Broadcom Inc. US:AVGO 5.41% 0.64 111.1%

Amcor PLC US:AMCR 5.64% 0.63 97.0%

Equinix Inc. US:EQIX 1.65% 0.61 129.0%

Regency Centers Corp. US:REG 5.96% 0.61 64.0%

Molson Coors Beverage Co. Class B US:TAP 5.66% 0.57 63.5%

Digital Realty Trust Inc. USLR 3.20% 0.55 100.7%

Realty Income Corp. US:O 5.26% 0.51 81.1%

Newell Brands Inc US:NWL 6.74% 0.47 121.1%

Williams Companies Inc. US:WMB 11.58% 0.47 135.7%

UDR Inc. US:UDR 3.82% 0.46 111.1%

Dominion Energy Inc US 4.90% 0.46 112.3%

Crown Castle International Corp. US:CCI 3.24% 0.39 226.3%

Iron Mountain Inc. US:IRM 9.96% 0.38 711.8%

Ventas Inc. US:VTR 11.01% 0.37 113.7%

Wynn Resorts Ltd. US:WYNN 6.55% 0.31 533.9%

Healthpeak Properties Inc. USEAK 6.08% 0.06 95.5%

Source: Jefferies

You can click on the tickers for more about each company.

These analysts are clueless. They just toss names in a hat and pick them out lol .  I see 80% companies being fine

(04-01-2020, 09:37 AM)fenders53 Wrote: [ -> ]This place is way too quiet.  The Guru is gonna be so proud of me today.  I bought something other than beer  Picked up some WTRG-PPL-HON so far.  Just replacing shares I dumped the past week when they were on the rally.  I have a dozen small limit orders in.  Probably need a dip closer to DOW -1000 for many to execute.  

Looking at housing and supplier stocks today.  New mortgage stats look unsurprisingly horrible.  I doubt TOL hits my range today but WY (Weyerhauser ) looks good enough.  It's about the largest lumber REIT with a great Div that isn't going out of business.  I liked them at 25 so I should love them at 16.    Probably buy some shares and sell a put hoping to get forced into another hundred  cheap shares Friday.

You should pat yourself on the back lol. Nice job 

Added to USB-D- RTN. Replacing more shares I dumped 10%+ higher lately. Anything over $500 is a big play as I expect considerably more downside as the virus peaks.