What Did You Buy Today? - Printable Version

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? - vbin - 04-29-2021

(04-29-2021, 09:04 AM)stockguru Wrote: Who's adding to BMY on the dip. Not me I need another 10% correction at least to get in.

I added a few more ENPH

TDOC on my watch list. Hoping for lower to get in maybe $150. Another Cathie Woods stinker lol. She's losing big on her purchases. Told you she was a scam lol.

NOW looking for $460-$475

Those are names I would own in my growth portfolio on larger dips. At least today is a start on the dips lol

I will add bmy. have a med size position in long term account close to $60. BMY is undervalued by a huge margin.

RE: What Did You Buy Today? - ken-do-nim - 04-29-2021

I sold off my Next Era Energy holding at a slight loss and picked up Ares Capital. I hope to add Next Era back someday, but I wanted Ares in the fold more and NEE was my only underachiever at this point.

RE: What Did You Buy Today? - fenders53 - 04-29-2021

(04-29-2021, 09:04 AM)stockguru Wrote: Who's adding to BMY on the dip. Not me I need another 10% correction at least to get in.

I added a few more ENPH

TDOC on my watch list. Hoping for lower to get in maybe $150. Another Cathie Woods stinker lol. She's losing big on her purchases. Told you she was a scam lol.

NOW looking for $460-$475

Those are names I would own in my growth portfolio on larger dips. At least today is a start on the dips lol

I have strike 60 and 61 BMY puts so maybe me tomorrow. I could roll them of course.

What Did You Buy Today? - vbin - 04-29-2021

Closed my TAP calls.

RE: What Did You Buy Today? - divmenow - 04-29-2021

As cheap as BMY looks I just can’t see buying if here. Look at a 10 year chart. It has lagged the market and done nothing. No new highs in 10 years lol. MRK just as bad! I would rather just own ABBV and put it all in that ? Better dividend, better growth.

RE: What Did You Buy Today? - ken-do-nim - 04-29-2021

(02-25-2021, 10:25 AM)fenders53 Wrote:
(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?
I haven't researched it. Hadn't heard of it until you and Otter were discussing it last week. I am trying to not add too many more new names. We'll see how long that lasts.

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning. Added a few shares to DG-ARKF Sold a few SLV puts.

(04-29-2021, 01:22 PM)divmenow Wrote: As cheap as BMY looks I just can’t see buying if here. Look at a 10 year chart. It has lagged the market and done nothing. No new highs in 10 years lol. MRK just as bad! I would rather just own ABBV and put it all in that ? Better dividend, better growth.

That was the conclusion I came to as well; ABBV is currently the only bio/pharma that I have.

Also, *ahem*, Lockheed Martin is up to $380 today. Just sayin' Smile

Smile

RE: What Did You Buy Today? - EricL - 04-29-2021

(04-29-2021, 01:22 PM)divmenow Wrote: As cheap as BMY looks I just can’t see buying if here. Look at a 10 year chart. It has lagged the market and done nothing. No new highs in 10 years lol. MRK just as bad! I would rather just own ABBV and put it all in that ? Better dividend, better growth.

BMY is a fun lesson in valuation and the difference between business performance and stock performance.

BMY has grown EPS at a 19.6% rate over the last five years, yet has produced total returns of just 1.6% annualized.

[attachment=268]

During that time it went from a PE multiple of 34 to a current PE of under 10.

At that multiple and a 3% yield, the market is pricing in zero growth going forward.

RE: What Did You Buy Today? - ken-do-nim - 04-29-2021

I suppose they could increase the dividend further to attract new investors.

(Now I'm curious if their growth spike correlates to when they became customers of my company Smile

Smile

.)

RE: What Did You Buy Today? - fenders53 - 04-29-2021

(04-29-2021, 02:05 PM)EricL Wrote:
(04-29-2021, 01:22 PM)divmenow Wrote: As cheap as BMY looks I just can’t see buying if here. Look at a 10 year chart. It has lagged the market and done nothing. No new highs in 10 years lol. MRK just as bad! I would rather just own ABBV and put it all in that ? Better dividend, better growth.

BMY is a fun lesson in valuation and the difference between business performance and stock performance.

BMY has grown EPS at a 19.6% rate over the last five years, yet has produced total returns of just 1.6% annualized.

During that time it went from a PE multiple of 34 to a current PE of under 10.

At that multiple and a 3% yield, the market is pricing in zero growth going forward.

I was very fortunate to buy BMY when it bottomed or I would be less patient. I sell puts every couple weeks too as it seems to have very solid support. I will make it a core it stays in the 50s.

RE: What Did You Buy Today? - ken-do-nim - 04-29-2021

Continued my consolidation journey. Sold off my next-most underachiever CSCO - there's nothing wrong with it, just wanted to strengthen some of the others more. Sent the proceeds to VOO, T, STX, RA, ORC. Now all positions are $2000+ in value.

Edit: I think I want to get all existing positions to $2500+ before taking on a new position.

RE: What Did You Buy Today? - EricL - 04-29-2021

(04-29-2021, 02:18 PM)ken-do-nim Wrote: I suppose they could increase the dividend further to attract new investors.

(Now I'm curious if their growth spike correlates to when they became customers of my company .)

A higher dividend typically doesn't do much for share price, growth is what drives share price.

See IBM, T, XOM, etc.

What Did You Buy Today? - vbin - 04-29-2021

Chuck Carnival has recommended BMY a few times recently as well Things are different after CLGN merger, we can't compare to 5 years ago. Need to relook at the company.

I have less than medium position, I thought about adding more today but may be I will wait for next couple days to see if it falls further.

Noticed RH recently, OMG, it's at $700+ that a 10 bagger in less than 2 years. When buffet bought I looked at it and dint buy becouse it had ran up few bucks. Now it's too expensive to touch.