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? - Roadmap2Retire - 10-20-2014

Hi Lewys,
I think yes, the company will continue to sell their products well. Overall, I think they have a great brand appeal - and for existing customers, they have a fantastic program for upgrading their phones. Every year or two - people keep going back for their trade-in program. This keeps the customers in the ecosystem and some reports place a brand loyalty of upto 90%.
While iPhone is still their biggest hit, theres only so much they can do with it...and new innovation will have to come in the form of software and/or service (Apple Pay is one example). Other new devices wearables (iWatch), home entertainment (Apple TV hasnt seen good upgrades in years), media (music) are also on the horizon. Another avenue for growth is CarPlay - Apple ecosystem in the vehicles and they have already signed agreements with plenty of luxury and mid-tier car manufacturers. So, theres still a lot of innovation on horizon for Apple...its not dead yet Smile

I have to add that it is a bit of a riskier play - since Apple does not have the track record as other dividend growth companies. So, proceed with caution.


RE: What Did You Buy Today? - rapidacid - 10-20-2014

Disclosure: long AAPL

I think the most interesting thing we'll see from AAPL in the next 5 years will be their role as the vanguard of the overhaul of the current US repatriation tax laws.

Should we get a one time tax holiday or something more long term I'd expect there to be a one time dividend payment of $10 or $20 or some other killer amount.

I think AAPL is solid enough on its own merits to be included in my DGI portfolio, but also I like to have some skin in the game since AAPL is seemingly the focus of approximately 110% of the stock stories written these days.


RE: What Did You Buy Today? - Roadmap2Retire - 10-20-2014

(10-20-2014, 12:41 PM)rapidacid Wrote: Disclosure: long AAPL

I think the most interesting thing we'll see from AAPL in the next 5 years will be their role as the vanguard of the overhaul of the current US repatriation tax laws.

Should we get a one time tax holiday or something more long term I'd expect there to be a one time dividend payment of $10 or $20 or some other killer amount.

I think AAPL is solid enough on its own merits to be included in my DGI portfolio, but also I like to have some skin in the game since AAPL is seemingly the focus of approximately 110% of the stock stories written these days.

haha 110% of stock stories. After I added Apple to my Google Finance portfolio, the news stream is full of Apple news (esp considering its earnings release day).

Good point on the US repatriation tax laws. Im in the process of researching how much of my portfolio generates revenue from different countries/geographical regions. The only decent resource I found was this...and this site doesnt seem to support all companies, so Ive had to dig into annual statements for the rest.
http://csimarket.com/stocks/segments_geo.php?code=AAPL

Does anyone know of other resources which gives you this info - a breakdown of revenue sources by geographical location?


RE: What Did You Buy Today? - rapidacid - 10-20-2014

This site looks interesting, tho it doesn't appear to have the same set of stats for all companies

http://www.statista.com/statistics/193263/revenue-of-the-walt-disney-company-in-different-regions/


RE: What Did You Buy Today? - earthtodan - 10-21-2014

Added 10 UTX this morning. They posted strong earnings but opened flat.


RE: What Did You Buy Today? - rapidacid - 10-26-2014

Tomorrow I plan to reduce my V holdings by ~80% and use the funds to add to my ARLP and COP. HP will have to wait another day.


RE: What Did You Buy Today? - rapidacid - 10-27-2014

(10-26-2014, 01:14 PM)rapidacid Wrote: Tomorrow I plan to reduce my V holdings by ~80% and use the funds to add to my ARLP and COP. HP will have to wait another day.

I executed this, increasing my yearly dividends by ~$500


RE: What Did You Buy Today? - DividendDragon - 10-27-2014

Very nice Rapid.

I"m looking to pick up T, AAPL and UNLVR (Better than P&G as it's on LSE so pays dividend in Pounds and currently slightly undervalued)

AAPL = Long term dividend growth play
UNLVR = Dividend champion here in the UK (I believe not in the US due to currency fluctuation?)
T = A high yiled stock that I seek to hold and use to fuel future purchases.

What do you think Smile?

(10-27-2014, 09:07 AM)rapidacid Wrote:
(10-26-2014, 01:14 PM)rapidacid Wrote: Tomorrow I plan to reduce my V holdings by ~80% and use the funds to add to my ARLP and COP. HP will have to wait another day.

I executed this, increasing my yearly dividends by ~$500



RE: What Did You Buy Today? - rapidacid - 10-27-2014

In a vacuum T + UNLVR are both solid picks.

I like, and own, AAPL, but I like MSFT more


RE: What Did You Buy Today? - DividendDragon - 10-27-2014

What do you mean by vacuum?

Why do you prefer MSFT? AAPL div increases have been heavy and I'm looking to hold for decades Tongue



(10-27-2014, 05:00 PM)rapidacid Wrote: In a vacuum T + UNLVR are both solid picks.

I like, and own, AAPL, but I like MSFT more



RE: What Did You Buy Today? - rapidacid - 10-27-2014

(10-27-2014, 05:40 PM)Lewys120 Wrote: What do you mean by vacuum?

It means on its own merits, with no outside forces ( ie. your current diversification ) weighing on the decision

(10-27-2014, 05:40 PM)Lewys120 Wrote: Why do you prefer MSFT? AAPL div increases have been heavy and I'm looking to hold for decades Tongue

From just a current valuation perspective:

AAPL current yield is only 1.8% and they've only been paying for 3 years.
MSFT yields 2.7% and has a 5 year dividend CAGR of 18.9%

AAPL has increased their share count 3% in the last decade
MSFT has reduced their share count by nearly 25% in the last decade

They're both super solid companies, I would just put more money to work behind MSFT at this time


RE: What Did You Buy Today? - earthtodan - 10-28-2014

Added to SNY and NVO on the dips this morning. Apparently there's pricing pressure in the insulin space, which is resulting in pricing pressure on the stocks.

Also started a small position in Safran (SAFRY), a French maker of jet engines and other aerospace and defense products. They have a longstanding partnership with GE, so they're like a concentrated play on GE Aviation. I've been looking at them for a while and finally pulled the trigger.

http://www.safran-group.com/IMG/pdf/Investor_roadshows_Septembre_2014.pdf