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? - fenders53 - 03-12-2021

(03-12-2021, 10:36 AM)divmenow Wrote: Added BABA. Will add more if it reaches $225. Trading at only 1x sales now.
If it goes lower I'll add.  This is a high drama stock and we can't even pretend to truly understand what is going on in China. I know they won't kill the golden goose so they are near my add price.  

Sold another BMY put before Ex Div.  Support as good as it gets and a reliable weekly income stream for a long time.


RE: What Did You Buy Today? - fenders53 - 03-12-2021

(03-12-2021, 10:23 AM)ChadR Wrote: Added to AAPL, BIP, NEE, WEC, and XEL.
Love those UTEs. They may go lower with interest rate hikes but you won't regret holding them.  They are WAY ahead of the curve on the renewables game and they are going to score the next few years when the GOV starts passing out incentives.  It won't be a long wait IMO.


RE: What Did You Buy Today? - fenders53 - 03-12-2021

(03-12-2021, 10:19 AM)Otter Wrote:
(03-11-2021, 03:52 PM)Otter Wrote: HBO Max will be the catalyst, if there is one. If T fails to monetize and create meaningful growth with that over the next three years (that should be plenty of time), then I will exit my position.

Apparently the HBO Max update for investor day was a hit. Haven't seen positive price action like this on T in a long time.
Perfect! Closing out my puts for a nickel and hopefully it holds awhile so my calls will be exercised here.  I'll stand by to rinse and repeat if the opportunity arises.


RE: What Did You Buy Today? - ken-do-nim - 03-12-2021

Today's buys:
  • Added to Johnson & Johnson though it's still relatively small
  • Took a "junior position" in BroadCom
  • Ditto for Taiwan Semiconductor
  • Starter positions in Apple, WEC, NextEra Energy, ABBV, Seagate
  • Added to small holdings in dividend plays Orchid Capital, Annaly, Oxford Lane -> with my upcoming higher mortgage I may actually use the dividends to balance my budget rather than reinvest

More to come next week.


RE: What Did You Buy Today? - fenders53 - 03-12-2021

(03-12-2021, 11:03 AM)ken-do-nim Wrote: Today's buys:
  • Added to Johnson & Johnson though it's still relatively small
  • Took a "junior position" in BroadCom
  • Ditto for Taiwan Semiconductor
  • Starter positions in Apple, WEC, NextEra Energy, ABBV, Seagate
  • Added to small holdings in dividend plays Orchid Capital, Annaly, Oxford Lane -> with my upcoming higher mortgage I may actually use the dividends to balance my budget rather than reinvest

More to come next week.
Nice start on your DGI port.  I'm not current on Seagate's modern game but their HDDs were top shelf 25yrs ago when I was building desktops  lol.  They pay a dividend these days?  I'm guessing they do.


RE: What Did You Buy Today? - Dividendwayfarer - 03-12-2021

Added BABA & AEP today.


RE: What Did You Buy Today? - ken-do-nim - 03-12-2021

(03-12-2021, 11:33 AM)fenders53 Wrote:
(03-12-2021, 11:03 AM)ken-do-nim Wrote: Today's buys:
  • Added to Johnson & Johnson though it's still relatively small
  • Took a "junior position" in BroadCom
  • Ditto for Taiwan Semiconductor
  • Starter positions in Apple, WEC, NextEra Energy, ABBV, Seagate
  • Added to small holdings in dividend plays Orchid Capital, Annaly, Oxford Lane -> with my upcoming higher mortgage I may actually use the dividends to balance my budget rather than reinvest

More to come next week.
Nice start on your DGI port.  I'm not current on Seagate's modern game but their HDDs were top shelf 25yrs ago when I was building desktops  lol.  They pay a dividend these days?  I'm guessing they do.

Thanks!  Yeah Seagate is a hardware play; they build the storage for all that cloud computing.  3.47% dividend yield combined with over 3x growth in the last 5 years.  Of course like everything else the time to get in was last October but hopefully better late than never.  Just a starter position anyway will probably bring it up to a junior next week, maybe even a full.


RE: What Did You Buy Today? - fenders53 - 03-12-2021

(03-12-2021, 12:25 PM)ken-do-nim Wrote:
(03-12-2021, 11:33 AM)fenders53 Wrote:
(03-12-2021, 11:03 AM)ken-do-nim Wrote: Today's buys:
  • Added to Johnson & Johnson though it's still relatively small
  • Took a "junior position" in BroadCom
  • Ditto for Taiwan Semiconductor
  • Starter positions in Apple, WEC, NextEra Energy, ABBV, Seagate
  • Added to small holdings in dividend plays Orchid Capital, Annaly, Oxford Lane -> with my upcoming higher mortgage I may actually use the dividends to balance my budget rather than reinvest

More to come next week.
Nice start on your DGI port.  I'm not current on Seagate's modern game but their HDDs were top shelf 25yrs ago when I was building desktops  lol.  They pay a dividend these days?  I'm guessing they do.

Thanks!  Yeah Seagate is a hardware play; they build the storage for all that cloud computing.  3.47% dividend yield combined with over 3x growth in the last 5 years.  Of course like everything else the time to get in was last October but hopefully better late than never.  Just a starter position anyway will probably bring it up to a junior next week, maybe even a full.
If they are still hardware they are cyclical so you can add on the down cycles.  That's a good dividend.


RE: What Did You Buy Today? - ken-do-nim - 03-12-2021

(03-12-2021, 12:31 PM)fenders53 Wrote:
(03-12-2021, 12:25 PM)ken-do-nim Wrote:
(03-12-2021, 11:33 AM)fenders53 Wrote:
(03-12-2021, 11:03 AM)ken-do-nim Wrote: Today's buys:
  • Added to Johnson & Johnson though it's still relatively small
  • Took a "junior position" in BroadCom
  • Ditto for Taiwan Semiconductor
  • Starter positions in Apple, WEC, NextEra Energy, ABBV, Seagate
  • Added to small holdings in dividend plays Orchid Capital, Annaly, Oxford Lane -> with my upcoming higher mortgage I may actually use the dividends to balance my budget rather than reinvest

More to come next week.
Nice start on your DGI port.  I'm not current on Seagate's modern game but their HDDs were top shelf 25yrs ago when I was building desktops  lol.  They pay a dividend these days?  I'm guessing they do.

Thanks!  Yeah Seagate is a hardware play; they build the storage for all that cloud computing.  3.47% dividend yield combined with over 3x growth in the last 5 years.  Of course like everything else the time to get in was last October but hopefully better late than never.  Just a starter position anyway will probably bring it up to a junior next week, maybe even a full.
If they are still hardware they are cyclical so you can add on the down cycles.  That's a good dividend.

Excellent point I can see looking at the chart that you are right plenty of ups and downs.  Oh, also 20 P/E ratio so yeah a solid company to stick with.


RE: What Did You Buy Today? - fenders53 - 03-12-2021

(03-12-2021, 12:38 PM)ken-do-nim Wrote:
(03-12-2021, 12:31 PM)fenders53 Wrote:
(03-12-2021, 12:25 PM)ken-do-nim Wrote:
(03-12-2021, 11:33 AM)fenders53 Wrote:
(03-12-2021, 11:03 AM)ken-do-nim Wrote: Today's buys:
  • Added to Johnson & Johnson though it's still relatively small
  • Took a "junior position" in BroadCom
  • Ditto for Taiwan Semiconductor
  • Starter positions in Apple, WEC, NextEra Energy, ABBV, Seagate
  • Added to small holdings in dividend plays Orchid Capital, Annaly, Oxford Lane -> with my upcoming higher mortgage I may actually use the dividends to balance my budget rather than reinvest

More to come next week.
Nice start on your DGI port.  I'm not current on Seagate's modern game but their HDDs were top shelf 25yrs ago when I was building desktops  lol.  They pay a dividend these days?  I'm guessing they do.

Thanks!  Yeah Seagate is a hardware play; they build the storage for all that cloud computing.  3.47% dividend yield combined with over 3x growth in the last 5 years.  Of course like everything else the time to get in was last October but hopefully better late than never.  Just a starter position anyway will probably bring it up to a junior next week, maybe even a full.
If they are still hardware they are cyclical so you can add on the down cycles.  That's a good dividend.

Excellent point I can see looking at the chart that you are right plenty of ups and downs.  Oh, also 20 P/E ratio so yeah a solid company to stick with.
For anything cyclical you study the chart so you don't think you are missing the ride forever.  The PE will swing wildly with the cycle.  Buy some when it is low no matter how long the wait and works out if the company is solid.


RE: What Did You Buy Today? - crimsonghost747 - 03-12-2021

Initiated a position in NVO.
Looks like an awesome company. All the things we love to see in our steady DGI companies with quite a bit of long-term upside. (just my view)

It's quite expensive though, I wouldn't want to start a large position at these levels but it's good to nibble a bit here and there.


RE: What Did You Buy Today? - ken-do-nim - 03-12-2021

(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.  Smile

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.

(03-12-2021, 01:17 PM)crimsonghost747 Wrote: Initiated a position in NVO.
Looks like an awesome company. All the things we love to see in our steady DGI companies with quite a bit of long-term upside. (just my view)

It's quite expensive though, I wouldn't want to start a large position at these levels but it's good to nibble a bit here and there.

I'm confused.  NVO is at $70.74.  5 years ago it was at $55.79; how do you deem it expensive?