+- 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. - crimsonghost747 - 07-12-2022
(07-12-2022, 12:43 PM)fenders53 Wrote:(07-08-2022, 09:21 AM)divmenow Wrote: New position in JXN. This one I just stumbled onto. I'm sure no one knows this company. Fenders will go look it up nowYou caught me napping. Yeah the PE looks OK here lol. Makes me feel better about some of my stocks with a 3 to 5 PE.
t's trading under cash, PE of 1 and it has an 8% yieldI'll have to figure out what they actually do for money.
I will also research them tomorrow or the day after.
Today I was busy researching CCL and I'm not touching that thing. The cruise industry might very well recover, but I invest mainly for the dividend stream. Pre-covid CCL was pushing about $5b cash from ops, with around $3b in yearly capex. Leaves $2b left.
Current yearly interest payments, yes just the interest payments, are well north of $1b.
So even if things go back to pre-covid levels, which I think is a perfectly reasonable assumption, that'll still leave CCL with only about $1b in free cash flow. That'll be used to pay down debt, not for a dividend anytime soon.
They will probably survive as a company, and sure the share price can appreciate (even large amounts) if they get everything back on track without getting destroyed by the rising interest rates. But I don't see a dividend in the next 5 years.
So this one is a skip from me.
RE: What I Am Buying Today. - fenders53 - 07-13-2022
The cruise lines are popular among traders but Covid did massive destruction to their balance sheets. Nothing they really did wrong but losing your cashflow for about two years is not going to be fixed soon. They better hope serious COVID surges are over. I like to trade but stocks with a better chance for financial success are more attractive. Just in case I get stuck in a market downdraft.
RE: What I Am Buying Today. - Mr1share - 07-13-2022
The great depression is among us. Those CPI numbers were not what we were looking for.
I see more downside. Cash is king once again
RE: What I Am Buying Today. - Marknew - 07-13-2022
Added NKE, TROW, SWK, JNJ, APD and SCHD
I may be a little early on NKE but we haven't see a pe under 25 in 5 years.
RE: What I Am Buying Today. - divmenow - 07-13-2022
(07-13-2022, 09:01 AM)Marknew Wrote: Added NKE, TROW, SWK, JNJ, APD and SCHD
I may be a little early on NKE but we haven't see a pe under 25 in 5 years.
I like your buys. All great long term holds.
Cash is king but I would be putting some of that cash to work now.
TGT is one I'm slowly adding to the past few days. NKE and TROW as well
Sure the consumer may be tapped out and were headed into a recession. But the truth is were already in a recession lol. Some great quality stocks are on sale. And we as dividend investors look for great entry points. A year ago I could barley find a stock I wanted to buy on sale. Well now you have plenty of options
Looks like OIL may be headed lower. The best may be behind them now. Wall St look forward 6 months and these companies may have seen there highs. But who knows. It's a crapshoot and too volatile right now to know which way its headed.
RE: What I Am Buying Today. - MrFortune - 07-13-2022
(07-13-2022, 11:31 AM)divmenow Wrote:(07-13-2022, 09:01 AM)Marknew Wrote: Added NKE, TROW, SWK, JNJ, APD and SCHD
I may be a little early on NKE but we haven't see a pe under 25 in 5 years.
I like your buys. All great long term holds.
Cash is king but I would be putting some of that cash to work now.
TGT is one I'm slowly adding to the past few days. NKE and TROW as well
Sure the consumer may be tapped out and were headed into a recession. But the truth is were already in a recession lol. Some great quality stocks are on sale. And we as dividend investors look for great entry points. A year ago I could barley find a stock I wanted to buy on sale. Well now you have plenty of options
Looks like OIL may be headed lower. The best may be behind them now. Wall St look forward 6 months and these companies may have seen there highs. But who knows. It's a crapshoot and too volatile right now to know which way its headed.
I agree on Oil. I think that sector has been over played now. Once they start selling it, it's a free fall. You have to buy when its at or near a low. The time to buy was 2 years ago when it was at a bottom. Oil may see $80 soon. Just too much bad that can happen over the good. Pump prices have fallen 50-60 cents in 2 weeks.
I have to admit. I bought oil higher so I went with the momentum and it cost me. But at least I have protection on the downside.
Same with commodities like NUE, CLF ect. Another sector they pumped.
I'm looking at the beat up names now to put money to work.
What's on your shopping list?
RE: What I Am Buying Today. - divmenow - 07-13-2022
Added 2 shares of GOOG
RE: What I Am Buying Today. - fenders53 - 07-13-2022
(07-13-2022, 12:21 PM)MrFortune Wrote:I did buy a lot of my oil 1-2 years ago but the dip still stings. The constant special divs are going to have to be enough for awhile. The strategic reserve draws ends this fall then they are scheduled to fill it back up. After the election of course. Oil has a floor under it and oil companies are profitable at $40 oil so it might be an OK hold. Nothing he has really changed fundamentally. Nobody is drilling in a meaningful way. Maybe next year.(07-13-2022, 11:31 AM)divmenow Wrote:(07-13-2022, 09:01 AM)Marknew Wrote: Added NKE, TROW, SWK, JNJ, APD and SCHD
I may be a little early on NKE but we haven't see a pe under 25 in 5 years.
I like your buys. All great long term holds.
Cash is king but I would be putting some of that cash to work now.
TGT is one I'm slowly adding to the past few days. NKE and TROW as well
Sure the consumer may be tapped out and were headed into a recession. But the truth is were already in a recession lol. Some great quality stocks are on sale. And we as dividend investors look for great entry points. A year ago I could barley find a stock I wanted to buy on sale. Well now you have plenty of options
Looks like OIL may be headed lower. The best may be behind them now. Wall St look forward 6 months and these companies may have seen there highs. But who knows. It's a crapshoot and too volatile right now to know which way its headed.
I agree on Oil. I think that sector has been over played now. Once they start selling it, it's a free fall. You have to buy when its at or near a low. The time to buy was 2 years ago when it was at a bottom. Oil may see $80 soon. Just too much bad that can happen over the good. Pump prices have fallen 50-60 cents in 2 weeks.
I have to admit. I bought oil higher so I went with the momentum and it cost me. But at least I have protection on the downside.
Same with commodities like NUE, CLF ect. Another sector they pumped.
I'm looking at the beat up names now to put money to work.
What's on your shopping list?
RE: What I Am Buying Today. - MrFortune - 07-14-2022
Added 7 names this morning. HON, JPM, BX, APD, GOLD, ORI and AVGO
Good call on oil. Its definitely headed lower.
RE: What I Am Buying Today. - ConnerM - 07-14-2022
Added CVX, DVN, MS, DUK and GOOG
RE: What I Am Buying Today. - kblake - 07-14-2022
Added AVGO, LOW, EPD, SCHD and TGT
My yearly dividend now stands at 19k. I need 1000 more in dividends to reach my 20k goal. When the market is down big it creates more dividend yields. So it's nor all bad lol
RE: What I Am Buying Today. - EricL - 07-14-2022
(07-14-2022, 10:45 AM)kblake Wrote: Added AVGO, LOW, EPD, SCHD and TGT
My yearly dividend now stands at 19k. I need 1000 more in dividends to reach my 20k goal. When the market is down big it creates more dividend yields. So it's nor all bad lol
Awesome. That's a great milestone to hit!