+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33)
+--- Thread: What I Am Buying Today. (/showthread.php?tid=2014)
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
RE: What I Am Buying Today. - fenders53 - 01-27-2022
(01-27-2022, 07:42 AM)cemanuel Wrote: His mistake was ignoring inflation 9 months ago. He should have made us mad by tightening then.
The Fed can't make tightening moves at the same time as Congress is pumping money into the system. Would have been two powerful entities acting completely at odds with each other. The market - or at least institutional investors who make the market - could have reasonably concluded that everyone was crazy.
RE: What I Am Buying Today. - fenders53 - 01-27-2022
Absolutely. The FED is supposed to act independently, but they have to work toward a similar goal. And the FED chief can be removed if he geos completely rogue.
And if anyone had suggested to me we would have a booming stock market six months into a pandemic with states and countries at least partially locked down, I would have laughed at them.
RE: What I Am Buying Today. - Dario33 - 01-27-2022
Will be adding to CMCSA today. From the earnings call, beat EPS (though by a smaller margin than last quarter), broadband growth slowed, raised div 8% and share price down 5% to start the day.
RE: What I Am Buying Today. - kblake - 01-27-2022
Added MA, TROW, CMCSA, and HCA
RE: What I Am Buying Today. - Dividends from Scratch - 01-27-2022
TROW just gave away its entire 2021 gains for no apparent reason. I added, but this is somewhat puzzling.
RE: What I Am Buying Today. - EricL - 01-27-2022
(01-27-2022, 11:52 AM)Dividends from Scratch Wrote: TROW just gave away its entire 2021 gains for no apparent reason. I added, but this is somewhat puzzling.
It is puzzling seeing the recent fall. Not sure if it's related to interest rates or what.
EPS grew by 27% in 2021 and TROW will likely be announcing a big dividend increase in a couple of weeks.
Seems like a great buy at a likely forward yield of over 3%.
RE: What I Am Buying Today. - fenders53 - 01-27-2022
(01-27-2022, 12:14 PM)EricL Wrote:How are their mutual funds doing vs passive? Honest question. I don't know the answer. When the market starts getting beat up that stat matters.(01-27-2022, 11:52 AM)Dividends from Scratch Wrote: TROW just gave away its entire 2021 gains for no apparent reason. I added, but this is somewhat puzzling.
It is puzzling seeing the recent fall. Not sure if it's related to interest rates or what.
EPS grew by 27% in 2021 and TROW will likely be announcing a big dividend increase in a couple of weeks.
Seems like a great buy at a likely forward yield of over 3%.
RE: What I Am Buying Today. - kblake - 01-27-2022
(01-27-2022, 12:23 PM)fenders53 Wrote:(01-27-2022, 12:14 PM)EricL Wrote:How are their mutual funds doing vs passive? Honest question. I don't know the answer. When the market starts getting beat up that stat matters.(01-27-2022, 11:52 AM)Dividends from Scratch Wrote: TROW just gave away its entire 2021 gains for no apparent reason. I added, but this is somewhat puzzling.
It is puzzling seeing the recent fall. Not sure if it's related to interest rates or what.
EPS grew by 27% in 2021 and TROW will likely be announcing a big dividend increase in a couple of weeks.
Seems like a great buy at a likely forward yield of over 3%.
You don't know TROW then. They are the #1 401K in the business. People love them because of there low fees. Ahead of Vanguard. No matter what the market does people will always put money in. This is the best buy in the market right now. I just sold 5 names to add 200 shares. Dividend is an added bonus.
RE: What I Am Buying Today. - fenders53 - 01-27-2022
Or investors go to cashy stuff because they are scared. This your first correction?
Seriously though it's mentioned as a risk by some of the firms that offer earning projections for TROW. That's why I asked. I don't know what percentage of their funds are passive.
RE: What I Am Buying Today. - Dividendwayfarer - 01-27-2022
added on TROW again today (though I wonder if I should wait for another week...)
RE: What I Am Buying Today. - fenders53 - 01-27-2022
AUM drop worry is only thing I dug up and little detail.
RE: What I Am Buying Today. - Mr1share - 01-27-2022
(01-27-2022, 03:26 PM)Dividendwayfarer Wrote: added on TROW again today (though I wonder if I should wait for another week...)
Ha same here. I added 7 times over the last week. Today was the most shares. Its now my #2 holding.
Reminds me when ABBV dropped to $101 scoped that one up. I love when the market gives you buying opportunities
TROW also has no debt. I will collect the dividend and wait for $200 again