(10-25-2018, 12:33 PM)DividendGarden Wrote: Anybody picking up AT&T (T) at these levels?  It's dipped below $30/share and is yielding 6.7%.

(10-25-2018, 07:51 PM)DividendDragon Wrote: Sorry I haven't posted in a while.

I have been buying FB (Heavily), TECHY (Heavily), ADBE (Nibbling), BABA (Standard), SBUX (Standard), V (Adding to current position).

I know FB isn't a divi stock but I think it will be in future maybe 5-10 years but who knows. I think it's oversold here and people are underestimating its huge moat and insane cash generation. The $40bn in the bank is nice too . 

Tencent and BABA are a bit more of a roll of the dice admittedly but are also both very cheap here imo, given the irrationality of markets towards Chinese stocks. I would be heavier BABA if it wasn't for the shaky way in which its listed. Don't hate me since BABA isn't a dividend stock. We all have room for a small spec stock I'm sure !

Adobe is expensive hence the nibble as opposed to the full position, hoping for a bloodbath so it collapses.

Both SBUX and V have been discussed already .

What do you guys think of these buys? Would be great to have some insights, support or counter-narrative!

Cheers,
Lewys

(10-25-2018, 09:28 PM)fenders53 Wrote:

(10-25-2018, 07:51 PM)DividendDragon Wrote: Sorry I haven't posted in a while.

I have been buying FB (Heavily), TECHY (Heavily), ADBE (Nibbling), BABA (Standard), SBUX (Standard), V (Adding to current position).

I know FB isn't a divi stock but I think it will be in future maybe 5-10 years but who knows. I think it's oversold here and people are underestimating its huge moat and insane cash generation. The $40bn in the bank is nice too . 

Tencent and BABA are a bit more of a roll of the dice admittedly but are also both very cheap here imo, given the irrationality of markets towards Chinese stocks. I would be heavier BABA if it wasn't for the shaky way in which its listed. Don't hate me since BABA isn't a dividend stock. We all have room for a small spec stock I'm sure !

Adobe is expensive hence the nibble as opposed to the full position, hoping for a bloodbath so it collapses.

Both SBUX and V have been discussed already .

What do you guys think of these buys? Would be great to have some insights, support or counter-narrative!

Cheers,
Lewys

I like a few stocks on that list.  If I started over V would be my only financial stock.  Dividend is weak but it's a steady performer that avoids  the interest rate risk of the banks.  I think BABA is a good LT play.  I would not touch it until the trade wars and Chinese stock market meltdown subsides though.  It may be fine but I wouldn't be shocked to see it drop farther.  FB has years of growth left and it already took a beating so it might be time to start averaging in since the US market seems to get hammered several times a week.  SBUX is interesting but it never seems to get on my top ten buy list.  I'm going to hope you don't get a bloodbath to buy Adobe.  I've had about enough tech blood lately thank you. 

As far as T they need to pay down some debt and they say they can accomplish much of that in 2019.  Their cash flow is good and the stock acts like a utility.  A lot of days it even trades counter to the market like a utility.  The dividend is just hard to pass up.  Verizon is probably a better bet for total return unless T gets their act together soon.   I see more acquisitions in their future but they better absorb this one correctly first.

(10-27-2018, 08:41 PM)dizzy9479 Wrote: Young DGI here -- do we think that T's yield is safe?  It's already 10% of my portfolio (130 shares) -- is it worth picking up some more?  Or should I diversify into VZ?  I also have IBM -- rough week, hahaha

(10-27-2018, 08:41 PM)dizzy9479 Wrote: Young DGI here -- do we think that T's yield is safe?  It's already 10% of my portfolio (130 shares) -- is it worth picking up some more?  Or should I diversify into VZ?  I also have IBM -- rough week, hahaha