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? - crimsonghost747 - 03-17-2020

(03-17-2020, 08:53 AM)fenders53 Wrote:
(03-17-2020, 08:50 AM)crimsonghost747 Wrote: LOW down almost 6% at the open. Added a little. Smile

LOW and HD are still busy locally.  And a lot of fools calling and hoping we have toilet paper.  OMG how did TP hoarding even start lol?

No buys for me yet today.  Waiting for the next swarm of locusts lol.

I cannot answer the question about TP hoarding, since it really beats me. It's definitely a sign of mass hysteria, but why TP? 

But yeah, of course most companies will be taking a financial hit from this virus but I think LOW and HD should be ok as long as they are allowed to stay open. DIY guys need something to do while they are stuck at home.

edit: IIPR buy order just went through. Smile I mean, it's a 7% yield with massive increases recently. Zero debt. Only real worry is if some of their clients go belly up in this turmoil.

RE: What Did You Buy Today? - EricL - 03-17-2020

(03-17-2020, 08:59 AM)vbin Wrote: Added WFC, little O. Starbucks is getting tempting but still over valued.

Thought from folks on financial stocks? DFS seems to be too undervalued as well.


SO have started to come into good value territory. Glad I sold in 60s lol. Thanks to Chuck carnival.

DFS has just a BBB- credit rating, so that would scare me quite a bit in the current environment. Also keep in mind that DFS is an actual lender, while V and MA are simply payment technologies, meaning that DFS has much more risk associated with it in a recession.

RE: What Did You Buy Today? - EricL - 03-17-2020

In support of my previous comment on DFS, and its risk compared with V or MA.

During the '08/'09 recession, DFS earnings fell to $0.08 per share, and share price dropped to under $5.

[attachment=237]

Meanwhile, V and MA continued growing EPS at a double-digit rate...

[attachment=238]

[attachment=239]

I'd much rather own V or MA than DFS, despite their lower yields. They will survive this downturn much better.

RE: What Did You Buy Today? - divmenow - 03-17-2020

(03-16-2020, 02:48 PM)fenders53 Wrote:
(03-16-2020, 02:39 PM)kblake Wrote: In for a big position in WEN at $12.65.

Did a little buying as well in KO, D, BTI, AWK, HD

I finally have a restaurant stock brother lol.  That entry will work out.  I just nibbled today above 13.  I'll get serious around 12 for sure.
$10.14 now on WEN. Wow at this price I'm in lol  Big Grin 

You buy more fenders and Kblake?

RE: What Did You Buy Today? - fenders53 - 03-17-2020

(03-17-2020, 09:13 AM)kblake Wrote: Bought some O, WELL and RTN. Sold out of RTN at much higher levels now I got to buy back at $116


Vice President and CFO of Raytheon Co (30-Year Financial, Insider Trades) Anthony F O'brien (insider trades) sold 9,539 shares of RTN on 03/04/2020 at an average price of $198.48 a share. The total sale was $1.9 million. Smart man this guy was!! haha



I miss the days where the Dow would go up 30 points or down 30 points lol

(03-17-2020, 09:27 AM)crimsonghost747 Wrote:
(03-17-2020, 08:53 AM)fenders53 Wrote:
(03-17-2020, 08:50 AM)crimsonghost747 Wrote: LOW down almost 6% at the open. Added a little. Smile

LOW and HD are still busy locally.  And a lot of fools calling and hoping we have toilet paper.  OMG how did TP hoarding even start lol?

No buys for me yet today.  Waiting for the next swarm of locusts lol.

I cannot answer the question about TP hoarding, since it really beats me. It's definitely a sign of mass hysteria, but why TP? 

But yeah, of course most companies will be taking a financial hit from this virus but I think LOW and HD should be ok as long as they are allowed to stay open. DIY guys need something to do while they are stuck at home.

edit: IIPR buy order just went through. Smile I mean, it's a 7% yield with massive increases recently. Zero debt. Only real worry is if some of their clients go belly up in this turmoil.
I would have told you hell no on HD or LOW until just a day or two ago.  I believe they are near fair value now. (not undervalued).  I just worked a shift at HD and we received a large shipment of virus protection items for employees and store sanitation.  Hand sanitizer, disinfectant sprays etc.  Manager said there is no indication any stores are closing unless mandated by the GOV which would likely mean there is a local epidemic and folks aren't shopping for a new fridge or flooring anyway.  Our sales are just a little better than plan actually.  Probably the same for LOW.

RE: What Did You Buy Today? - vbin - 03-17-2020

(03-17-2020, 09:45 AM)EricL Wrote: In support of my previous comment on DFS, and its risk compared with V or MA.

During the '08/'09 recession, DFS earnings fell to $0.08 per share, and share price dropped to under $5.



Meanwhile, V and MA continued growing EPS at a double-digit rate...





I'd much rather own V or MA than DFS, despite their lower yields. They will survive this downturn much better.
I agree. Thanks Eric.

RE: What Did You Buy Today? - DividendDragon - 03-17-2020

BRK.B

$100bn+ cash should be fun for them to shop with.

RE: What Did You Buy Today? - MikeWa - 03-17-2020

(03-17-2020, 08:53 AM)fenders53 Wrote: OMG how did TP hoarding even start lol?

Because there is no dignity in using a news paper instead..... should manufacturing stop for few weeks :-)

RE: What Did You Buy Today? - fenders53 - 03-17-2020

(03-17-2020, 10:44 AM)MikeWa Wrote:
(03-17-2020, 08:53 AM)fenders53 Wrote: OMG how did TP hoarding even start lol?

Because there is no dignity in using a news paper instead..... should manufacturing stop for few weeks :-)

I refuse to participate in the hysteria.  My wife told me "you keep ranting and not hoarding TP, and we'll be cutting up your old T-shirts next week".  I've got my pride lol.  Sorry for the off topic.  I haven't checked the market for an hour.  Baby steps lol.

RE: What Did You Buy Today? - ChadR - 03-17-2020

Initial position into WEN. Getting in at $11.34 was just too good to pass up.

RE: What Did You Buy Today? - divmenow - 03-17-2020

(03-17-2020, 11:29 AM)ChadR Wrote: Initial position into WEN.  Getting in at $11.34 was just too good to pass up.

Nice buy. I got in at $10.14. Only bought 50 shares because I didn't know if would go lower lol

RE: What Did You Buy Today? - ChadR - 03-17-2020

I didn't get much either. Just emptied the cash that was in my wife's ROTH from dividends that had built up over the past week.