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Bought some SMG and ZBH
Anyone own ALB or ESS? I dont see any of these great companies talked about on here.

Also OHI is in that buy territory now. Anyone buying?
(08-23-2021, 09:20 AM)stockguru Wrote: [ -> ]Anyone own ALB or ESS? I dont see any of these great companies talked about on here.

Also OHI is in that buy territory now. Anyone buying?

I have owned ALB for some time now and it has been very good to me,

And yes been adding OHI in this $32 range. It's a great aristocrat stock and I can sleep well owning it. It's been down due to the pandemic concerns but to me that just represents a buying opportunity. 8.24 yield now.  

I am actually thinking of selling MO today and dividing it up between more OHI and VICI 

I already own PM and BTI so  Big Grin
(08-22-2021, 10:11 PM)ken-do-nim Wrote: [ -> ]> Not too many months ago you said the purpose of your individual DGI port was to take some of the volatility out of your overall port due to the large concentration of 3X leveraged funds. Now you seem to be buying stocks that have had a VERY strong run in share price. They will crash as hard as a leveraged ETF. What is the actual plan now?

This is a good point; I happen to think LLY has more room to grow but I probably bought COF at the top.

The plan now?  Well I'm very nearly done for the year.  I'm at $40k of company stock liquidated already and that's quite a tax hit even at long-term capital gains.  I might do another $5-$10k of it.  CSCO is the next primary acquisition, and I'm looking at CIM like I mentioned earlier.  It might be a yield trap, might not, but I actually do plan to take the time to research it first.

Come next year, I will continue to add to AAPL, MSFT, GOOG, & SCHD, but mostly I'm going to get ready for the chip explosion.  The chip stocks are all suppressed this year, but when the chip shortage ends in 2022 or 2023, they are going to take off (again).  So I will double down on TXN, AVGO, re-acquire TSM, add AMD, ASML, and add to SOXX and SOXL.

Come next year, I will continue to add to AAPLMSFTGOOG, & SCHD, but mostly I'm going to get ready for the chip explosion. The chip stocks are all suppressed this year, but when the chip shortage ends in 2022 or 2023, they are going to take off (again). So I will double down on TXNAVGO, re-acquire TSM, add AMDASML, and add to SOXX and SOXL.

Is that what your crystal ball is saying lol. When something is too good to be true... Stay away  Big Grin

And you left out the best name in tech.  NVDA. If you would have bought the dip last week at $180 you would be up $25 points now lol 

And I love MSFT and APPL. But I own those names at $92 and $76 a share. So no need to buy MSST at $305 and AAPL at $150. You have to buy when there out of favor, not when they have lift off. 

Just my opinion of course. 
Added OHI, SMG, FDX, BTI, VICI and ADP

Sold out of BURL, ELF and TPX in my trading account
(08-23-2021, 09:43 AM)MrFortune Wrote: [ -> ]
(08-22-2021, 10:11 PM)ken-do-nim Wrote: [ -> ]> Not too many months ago you said the purpose of your individual DGI port was to take some of the volatility out of your overall port due to the large concentration of 3X leveraged funds. Now you seem to be buying stocks that have had a VERY strong run in share price. They will crash as hard as a leveraged ETF. What is the actual plan now?

This is a good point; I happen to think LLY has more room to grow but I probably bought COF at the top.

The plan now?  Well I'm very nearly done for the year.  I'm at $40k of company stock liquidated already and that's quite a tax hit even at long-term capital gains.  I might do another $5-$10k of it.  CSCO is the next primary acquisition, and I'm looking at CIM like I mentioned earlier.  It might be a yield trap, might not, but I actually do plan to take the time to research it first.

Come next year, I will continue to add to AAPL, MSFT, GOOG, & SCHD, but mostly I'm going to get ready for the chip explosion.  The chip stocks are all suppressed this year, but when the chip shortage ends in 2022 or 2023, they are going to take off (again).  So I will double down on TXN, AVGO, re-acquire TSM, add AMD, ASML, and add to SOXX and SOXL.

Is that what your crystal ball is saying lol. When something is too good to be true... Stay away  Big Grin

And you left out the best name in tech.  NVDA. If you would have bought the dip last week at $180 you would be up $25 points now lol 

And I love MSFT and APPL. But I own those names at $92 and $76 a share. So no need to buy MSST at $305 and AAPL at $150. You have to buy when there out of favor, not when they have lift off. 

Just my opinion of course. 

Just taking a moment for a meta-discussion: quoting seems to be painfully hard on this forum.  I see most everyone struggle with it.

And you left out the best name in tech.  NVDA. If you would have bought the dip last week at $180 you would be up $25 points now lol 

Right, duh (smacks forehead).  NVDA is actually my top holding in chip stocks/etfs after SOXL, but it is in the ROTH not the Taxable so I forgot to mention it.  

That said, ASML is not far behind it.  NVDA is up 66% this year, to the former's 61%.  And I don't have any ASML yet, owing to the fact that I only recently discovered it.
I sold $VZ and realized a small loss. IMO it's a value trap. Spectrum getting more expensive, and obtaining frequencies is not a one-time event but an ongoing exercise. This means that debt will expand while margins shrink. As I'm prioritizing dividend growth, this is not for me.
Yeah, Verizon has been steadily eroding since mid-May. I really thought 5G would make a difference, but I guess not.
Initiated HII at $206.22 and added to APD at $269.45.
Added to AVAL, MU, and OMC.
(08-20-2021, 03:55 PM)fenders53 Wrote: [ -> ][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.
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                                          
[/quote]


almost have to laugh because on the other side of the spectrum i very rarely sell, and fenders and i have talked about this before lol

guess if somehow we can all come in the middle
is something going on with responding/quoting to posts??

seems like something is not working exactly right or all of sudden quite a few of us are becoming either stupid or too old
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