+- 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 - 01-25-2023
Adding to NSC here.
"BIG SURPRISE" fuel and personnel costs were up. I mean who saw that one coming? Apart from that the report was actually pretty good, so I definitely think this is a good place to add more.
RE: What I Am Buying Today. - Dividendwayfarer - 01-25-2023
Added a little ADP. It is still expensive but I have not added this one for years.
RE: What I Am Buying Today. - Mr1share - 01-26-2023
Added NOC, CNI, and ADP
What I Am Buying Today. - vbin - 01-26-2023
Restarted a position in cvs
RE: What I Am Buying Today. - Mr1share - 01-27-2023
Added AMGN, ABBV and ACN
Bought CVS and CVX
RE: What I Am Buying Today. - ConnerM - 01-27-2023
Sold out of META, CRM, SHOP, SPOT and U
Picked up 10-20 points in each. Happy to get out
Made the quick points and invested in back into quality and safety
Added JNJ, ABBV, CVS, DE, CVX, UNH and AMGN
RE: What I Am Buying Today. - crimsonghost747 - 01-30-2023
Added to CM.to and MSFT.
Also sold out my tiny position in PG a few weeks back. I still like to idea of owning consumer staples, and I don't think there is anything wrong with PG. But there are too many things going against it now:
-it's very expensive compared to it's growth prospects
-at least Europe is going into some sort of a recession (not sure about the US, I guess that's possible too) which will hit PG relatively hard
-strong USD will be a big drag on the earnings
RE: What I Am Buying Today. - ken-do-nim - 01-30-2023
I should mention that I sold out of my position in HAS when they tried to repeal the Open Game License 1.0a in a classic Darth Vader "I am altering the deal. Pray I do not alter it any further" move, and replace it with a draconian new licensing agreement that made it sound like anything written for D&D would be owned by them. That would be like Oracle saying any program written with JAVA is owned by them. After a couple weeks of fan outrage as well as competitors opening up new licensing agreements to compete with their old one, Hasbro did a complete reversal. And the stock tanked over 8% on Friday due to that, so glad I'd already sold out by then.
RE: What I Am Buying Today. - ConnerM - 01-31-2023
New positions in CAT and NEE
Looks like those UNH and HUM buys paid off
RE: What I Am Buying Today. - Dividendwayfarer - 01-31-2023
Added UPS and AMGN
RE: What I Am Buying Today. - MrFortune - 01-31-2023
Added MCD, JNJ, ABBV, NOC, CAT and XOM
RE: What I Am Buying Today. - kblake - 01-31-2023
New position in WM and ADP