Dividend Growth Forum
What Did You Buy Today? - Printable Version

+- 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 Did You Buy Today? (/showthread.php?tid=699)

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

RE: What Did You Buy Today? - divmenow - 10-25-2017

T and GE have so much in common. Both should just merge and this way only 1 exists lol. T may cut the dividend once they Time Warner merger takes place. They will be taking on a lot of debt. But who knows. Your guess is as good as mine.

T may go to $32. That's about the low set 5 years ago. Long term not a bad entry point.

But I would rather buy consistent growers that pay a dividend like ITW or CMI

RE: What Did You Buy Today? - crimsonghost747 - 10-25-2017

(10-25-2017, 09:23 AM)Rasec Wrote: Do you see risks of T cutting it's dividend?

No way. They still have the earnings and cashflow to keep paying the dividend even after the merger. Yes, they have a lot of debt but that is something that we already knew and you can bet that the management has thought about it too. They most certainly don't want to lose their dividend streak.

But I'm almost certain that for the next few years it will be the same old $0.01 increase. I'm ok with that though as long as the debt starts going down. (which the management has stated to be the goal)

I'll probably buy some more today, a dividend aristocrat for a P/E of under 16? Yes please.

RE: What Did You Buy Today? - divmenow - 10-26-2017

I know its not a dividend stock but I took a small position in CELG this morning at $98.80. Down $21 Holy Cow. And this company has one of the best pipelines in the industry. Happy to get in after it has fallen $40 in like the past few weeks. They beat earnings but lowered the 2020 estimates lol

RE: What Did You Buy Today? - divmenow - 10-26-2017

Also added to RTN and LMT today. Silly selloff. Rotation I guess. I decided to sell TGT and PKI after the run-up and use the proceeds to buy those 2 stocks with bigger dividends.

RE: What Did You Buy Today? - crimsonghost747 - 10-27-2017

(10-26-2017, 11:37 AM)divmenow Wrote: Also added to RTN and LMT today. Silly selloff.

Very nice buys. RTN is my biggest holding and I've been eyeing LMT for a while now but haven't pulled the trigger yet.

Regarding the selloff for RTN: I guess that's the way it's going to be when people have ridiculous expectations. I have no idea how these so called professional analysts do their research but something is wrong when two things happen on the same day. 1. The company raises their own guidance on EPS and revenue. 2. Analysts say that the results were below their expectations.

RE: What Did You Buy Today? - divmenow - 10-27-2017

Exactly on RTN. And with all the contracts they have, it can only get better. I'm actually happy it went down. I didn't think I would get another chance to buy.

Regarding LMT. Dont wait too long lol

I would love to own NOC as well, but cant own them all Wink

RE: What Did You Buy Today? - divmenow - 10-27-2017

I added a little XOM to my 5 years olds account today. I figure its a good buy and hold for the next 18+ years. Earnings were good and chart much better now.

How about WBA? Wow new 52 weeks low

RE: What Did You Buy Today? - EricL - 10-27-2017

WBA at a 2.5% yield is pretty enticing. I think the AMZN fears are a bit overblown.

RE: What Did You Buy Today? - NilesMike - 10-28-2017

(10-27-2017, 09:55 AM)EricL Wrote: WBA at a 2.5% yield is pretty enticing. I think the AMZN fears are a bit overblown.

Past 30 days.

WBA down 18%

AMZN up 18% (7 years worth of WBA dividends)

RE: What Did You Buy Today? - divmenow - 10-28-2017

I will never own AMZN. Wish I did at times lol but it doesn't fit in the kind of companies I invest in. MSFT and TXN are however.

WBA actually had a great earnings report the other day. They even raised guidance but Wall St doesn't care at this point since of all the talk of Amazon getting into the prescription business. And I just don't see them doing that. Too many obstacles to be able to run that kind of business. Just a huge over reaction that will soon pass.

RE: What Did You Buy Today? - NilesMike - 10-28-2017

(10-28-2017, 11:21 AM)divmenow Wrote: I will never own AMZN. Wish I did at times lol but it doesn't fit in the kind of companies I invest in. MSFT and TXN are however.

WBA actually had a great earnings report the other day. They even raised guidance but Wall St doesn't care at this point since of all the talk of Amazon getting into the prescription business. And I just don't see them doing that. Too many obstacles to be able to run that kind of business. Just a huge over reaction that will soon pass.

To each his own of course. Mail order pharmacy is not a new nor very complicated business model. The news is that the giant has indicated they will wade into that space.

WBA does nothing special and has HUGE brick and mortar exposure/expense.

It is unlikely that WBA will outperform its past or AMZN anytime in the foreseeable future IMO.

RE: What Did You Buy Today? - Caversham - 10-29-2017

CVS wanting to buy Aetna tells you all you need to know about how serious they view the Amazon threat.  I would be hesitant with CVS and WBA until more is known about Amazon's plans and how disruptive they will be.