+- 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
RE: What I Am Buying Today. - rayray - 01-13-2023
Added
TSLA
RE: What I Am Buying Today. - MrFortune - 01-13-2023
Added LMT and NOC
RE: What I Am Buying Today. - Mr1share - 01-19-2023
Added DG, HUM, PNC, TRV and SO
I'm hoping the UTES fall more so I can add more to my holdings
RE: What I Am Buying Today. - stockguru - 01-19-2023
Added GOOG and JNJ
GOOG looks to be moving up now. Should see $100 soon. It’s the one tech stock I don’t mind holding lol
RE: What I Am Buying Today. - Mr1share - 01-20-2023
Added IIPR, LDOS and PPG
RE: What I Am Buying Today. - divmenow - 01-20-2023
New position in IIPR. Had sold out long ago. Yield now very attractive
Added NOC, LDOS and ABBV
RE: What I Am Buying Today. - Marknew - 01-20-2023
Added some great American names today.
PEP, JNJ, HD and UNH
I'm sticking to quality in 2023
RE: What I Am Buying Today. - ken-do-nim - 01-20-2023
(01-20-2023, 10:40 AM)divmenow Wrote: New position in IIPR. Had sold out long ago. Yield now very attractive
Added NOC, LDOS and ABBV
IIPR wow! Yes that does look like a find.
Good day to buy ABBV agreed.
*****
My plan at present is to resist all urges to buy anything until the debt limit crisis is over. That could mean no investing at all until June.
RE: What I Am Buying Today. - Kerim - 01-20-2023
Is IIPR's dividend properly covered? Any concern about tenant troubles?
RE: What I Am Buying Today. - crimsonghost747 - 01-21-2023
(01-20-2023, 09:37 PM)Kerim Wrote: Is IIPR's dividend properly covered? Any concern about tenant troubles?
The dividend is properly covered, for now.
But yes, plenty of concern about those tenants. I've owned this since divmenow introduced it to us when it was around $40, so since 2018 or something? I cannot remember a single time that the rent collection would have been under 95%. They were at 94% for Q4 of 2022 and currently sitting at 92% for January. And these are including the stuff they took out of the security deposits to cover the non-payment. The majority of last year was somewhere very very close to 100%, so the increase in payment problems has been fast and brutal.
Having 1 or 2 tenants with payment difficulties is normal for them and nothing to worry about. But I can't recall having this many tenants in trouble before.
The info is here.
http://investors.innovativeindustrialproperties.com/press-releases/2023/01-19-2023-012112668
RE: What I Am Buying Today. - Kerim - 01-21-2023
Thanks Crimson! That's really helpful. This one hasn't been on my radar, but I'm going to add it to my "watch" list to learn more about it.
What I Am Buying Today. - vbin - 01-22-2023
Sold a bit of baba and didi to raise cash and get ready for sale in us equities( hopefully). Friday was disheartening. Also bought a bit of xlc couple of weeks back.