Dividend Growth Forum

Full Version: What Did You Buy Today?
You're currently viewing a stripped down version of our content. View the full version with proper formatting.
Pages: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767
(08-19-2021, 01:29 PM)fenders53 Wrote: [ -> ][quote pid='28160' dateline='1629397270']
(08-19-2021, 11:19 AM)vbin Wrote: [ -> ]Added baba and tencent

One of these days you will pick the bottom  Big Grin

I hope your only buying 1 share each time lol

Right now cash under my pillow seems like the right choice. I'm pretty much fully invested now, so really cant do much buying unless its 1-2 shares  Angry
Oil and Chinese stocks are his daily scratch off Lotto tickets. We all have a weakness. Smile
[/quote]


Nother I gamble in casino nor play lotto. Stock market is risky but BABA is undervalued and we know the story with oil. If you ever been to China you would know the value and power of tencent and baba.

If u.s. govt were bringing the same change for privacy, everyone will be cheering like cheer leaders. People are so driven by political agenda that anything china makes them uncomfortable.

Seen this movie too many times with target, fb, cvs, oil and now Chinese stocks.

[attachment=285]
Agree they rebound someday. It just looked like obvious freefall 50 pts ago and this time it came true. Still no sign they are even trying to base. I've seen the falling knife movie too many times. Just stress I can avoid.

You are right about monopolistic US stocks but our GOV just goes away eventually. Maybe that changes someday. And I own plenty of oil. Not adding while they drop every week. Good way to lose money in commodity based stocks. I'm a slow learner as I am still tempted.
Added to AMZN.
Wow Macy's (M) breaking out. They are bringing back Toys R Us inside their stores and bringing back the dividend. Looks like a good turnaround story.... And its my wife's favorite place to shop lol

Wish I bought when it was like $10.. Oh well.. I will look for a pullback and maybe buy some on the way to $30
(05-11-2021, 09:12 AM)divmenow Wrote: [ -> ]
(05-11-2021, 09:08 AM)fenders53 Wrote: [ -> ]
(05-11-2021, 09:06 AM)divmenow Wrote: [ -> ]
(05-11-2021, 09:00 AM)fenders53 Wrote: [ -> ]
(05-11-2021, 08:47 AM)divmenow Wrote: [ -> ]Way to go...  Big Grin . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure  Big Grin
Dude I am a charter member of ENPH.  I made a few hundred a month the past year selling short puts while it ran.  I have a few short puts that are WAY in the money after this bloodbath.  I can only roll forward so much before I own $140 shares.   Big Grin  I said here many times I was good with adding a real position starting at $125.  If I am honest I need ENPH to head back to $120ish to be back to even.  I wasn;t aggressive enough when it was truly cheap.  I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat  Big Grin lol
I am very good with owning ENPH long-term.  How happy I am in the end very much depends on the entry.  We'll see where the bottom is soon enough.

Well me too. Got in at $108.90  Big Grin

This will be a big winner for years to come.  You have to add at some point, so why not today. I don't worry about making a few $ here and there  Big Grin . I'm in to win it lol 

Are we having fun today  Big Grin

(08-20-2021, 11:21 AM)MrFortune Wrote: [ -> ]Wow Macy's (M) breaking out. They are bringing back Toys R Us inside their stores and bringing back the dividend. Looks like a good turnaround story.... And its my wife's favorite place to shop lol

Wish I bought when it was like $10.. Oh well.. I will look for a pullback and maybe buy some on the way to $30
Brick and mortar was one of my biggest surprises the past year.  A month into Covid it was obvious some of the dominant retailers were going to score big.  Correct me if I remember wrong, but I think Macys was in trouble long before Covid hit, and it looked like just the sort of black swan that could take them out.  It wasn't a slam dunk.  Short term doubles and triples in troubled stocks are for the brave.  When I average in the fails I don't feel so bad for skipping them most of the time.  Especially last year when quality was on sale.
August recap

It was a busy couple of weeks in the portfolio. I made a concerted effort to push my dividends up past $6000 annually. This I succeeded in doing, though interestingly it came out lumpy. My Jan/April/July/October dividends are less than $400 each, my Feb/May/August/November dividends are over $500, and my March/June/September/December dividends are over $600. So, not perfect from a monthly income perspective, but no biggie.

Out went:
MO - I just wanted to be out of tobacco & really all commodities, and also this had been a 1/4/7/10 month dividend payer, so departing this accounted for some of my lumpiness
Amazon - no dividend, and no growth shown this year.
Taiwan Semiconductor - low dividend and no growth yet this year.
DDM - a 3x leveraged etf on the dow 30. Had a small position, really have enough leverage elsewhere
RIO - after watching and reading enough articles on the steel trade, CO2 emissions, and China's policies, I became convinced this will continue to sink.

In came:
LLY - Alzheimer's drugs
COF - my bank, and they are doing really well anyway
HAS - my hobby, and a dividend over 2.5%

Additionally, I boosted other funds like NUSI, HTGC, FAS, and did my usual sprinkle a little here, a little there.
[quote pid='28182' dateline='1629490036']
August recap

It was a busy couple of weeks in the portfolio.  I made a concerted effort to push my dividends up past $6000 annually.  This I succeeded in doing, though interestingly it came out lumpy.  My Jan/April/July/October dividends are less than $400 each, my Feb/May/August/November dividends are over $500, and my March/June/September/December dividends are over $600.  So, not perfect from a monthly income perspective, but no biggie.

Out went:
MO - I just wanted to be out of tobacco & really all commodities, and also this had been a 1/4/7/10 month dividend payer, so departing this accounted for some of my lumpiness
Amazon - no dividend, and no growth shown this year.  
Taiwan Semiconductor - low dividend and no growth yet this year.
DDM - a 3x leveraged etf on the dow 30.  Had a small position, really have enough leverage elsewhere
RIO - after watching and reading enough articles on the steel trade, CO2 emissions, and China's policies, I became convinced this will continue to sink.

In came:
LLY - Alzheimer's drugs
COF - my bank, and they are doing really well anyway
HAS - my hobby, and a dividend over 2.5%

Additionally, I boosted other funds like NUSI, HTGC, FAS, and did my usual sprinkle a little here, a little there.
[/quote]
I say all this with kind intentions.  I've never met anyone that trades so impulsively.  I said trade because it is nothing remotely like investing.  I really think it would be helpful if you made a log of why you bought or sold all the stocks you have.  Refer to it quarterly.  You are intelligent and obviously try to be analytical, but the end result is you are overthinking this daily and just rationalizing whatever random decision you already made.  Buying individual stocks is hard.  It only works if you don't make the same mistakes repeatedly.  Until you get that under control you are FAR better off with most of your assets in ETFs while you get a plan.  Now let's look at those AUG moves and I'll speak unambiguously.  

AMZN- No dividend or growth this year.  Did you really just type that?  Did they have a dividend less than a month ago when you bought the shares?  No growth?  You are confusing Amazon INC with AMZN shares.  You sold because the stock dropped 3% after you purchased instead of running higher.  The company is growing just fine.  

MO- I'm very OK with that sell.  Their product shortens lives.  If the stock was running up 3% a month you'd probably still own it.  Be honest, and don't buy anymore stocks we buy on the forum that violate your principles. 

TSM- I sold mine too.  The story changed since I bought it.  I paid too much so I had no margin of safety for anything to go wrong.  I violated one of my rules.  I lost money.  I will try to not make that mistake very often but it is tough now when growing businesses are not cheap.  TSM IS growing quite fast. You're confusing the company with the short-term stock movement again.  

RIO- You bought towards the top of the cycle and hoped it would keep running.  You have to buy them when you never would.  I find myself drawn to them when the hype is running.  After 35 years I am certain I am far short of the SPY when I touch commodities.  They will take your gains away in a hurry. 

Your purchases.....

LLY- I expect you'll dump it on the next pullback.  The stock has run MOMO and you bought it $50+ high.    

HAS- Probably a good stock for you.  Are you going to dump it when it pulls back after Christmas shopping season?  

You put it out there and I tried to help.  Feel free to defend your moves. I really am trying to help before the next real dip hurts you bad.  I made some mistakes I'll share on appropriate threads                                          
Feedback appreciated.

I do actually intend to get back into Amazon and Taiwan Semiconductor at some point, I just am willing to risk that they aren't going anywhere any time soon and had other priorities. Good point though about confusing company growth and ticker symbol growth.

Crossing my fingers I didn't make another Moderna mistake with LLY, but I'm planning to hold it for sure.
Pharma is in style for the first time in awhile. The only advice I have is you bought high so don't be afraid to trim if you are fortunate to get a run.

We can't know when we should buy or sell 3X QQQ, but for the DGI side of our port we can track some blue chip dividend stocks and wait to nibble in. WBA was a good example. Nobody thought the company was going BK but the stock kept dying. When the dividend yield was ridiculously high it was time to nibble. Some of that boring stuff pays off if you can ignore the share price. They are usually way early but they get plenty of press on our financial sites. Some of this is easier if you just take the dividend and ignore the stock for a year or two if it doesn't run fast.
(08-19-2021, 08:14 PM)vbin Wrote: [ -> ]
(08-19-2021, 01:29 PM)fenders53 Wrote: [ -> ][quote pid='28160' dateline='1629397270']
(08-19-2021, 11:19 AM)vbin Wrote: [ -> ]Added baba and tencent

One of these days you will pick the bottom  Big Grin

I hope your only buying 1 share each time lol

Right now cash under my pillow seems like the right choice. I'm pretty much fully invested now, so really cant do much buying unless its 1-2 shares  Angry
Oil and Chinese stocks are his daily scratch off Lotto tickets.  We all have a weakness.  Smile


Nother I gamble in casino nor play lotto. Stock market is risky but BABA is undervalued and we know the story with oil. If you ever been to China you would know the value and power of tencent and baba.

If u.s. govt were bringing the same change for privacy, everyone will be cheering like cheer leaders. People are so driven by political agenda that anything china makes them uncomfortable.

Seen this movie too many times with target, fb, cvs, oil and now Chinese stocks.


[/quote]
 

i also own some china stocks, i agree the data says undervalued--but the difference between this and that is a group known as the CCP and they're flexing their muscles

we can't compare for example an undervalued amzn the same way as an undervalued baba--the risk is far greater


i can see money to be made in china stocks but i can also see depressed values far longer then anyone anticipates
That's the way I see it too Ray. CCP is passing out lasting scar tissue right now. I escaped profitably but there are too many like me now. I just don't need the risk of the unknown. They are rapidly creating an environment where a 30% growth rate and unlimited cash is worth a sub 10 PE for years to come. Not to mention the bag holders praying for the stock to pop 15% so they can escape with a smaller loss.
Guru

Still have those VSTO shares? The US ammo shortage was just starting to show signs of subsiding. Effective SEP 7th Russia ammo imports are banned for at least a year. Biden already signed it. Common deer hunter and target shooter ammo included. I'll do more research but pretty sure Russia is #2 behind VSTO in US market share. Not saying VSTO will run. Maybe the forward PE will be 6 instead of 8 soon lol. I didn't see this one coming.
Pages: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767