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? - ken-do-nim - 08-25-2021

(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.

(08-25-2021, 02:07 PM)vbin Wrote: Makes sense. I have never used DKS or seen it being used in my circle so I was surprised by the earnings. Looks like they have larger presence in other areas.

I was thinking the same thing, but then again I don't really ask my friends where they do all their shopping.


RE: What Did You Buy Today? - fenders53 - 08-25-2021

DKS has superstores around here. Ours is about the same size as a Super Wal-Mart. Half the inventory here isn't city kid toys but sells big. Especially if there is no Cabela's Bass Pro Shops etc. around. I really shouldn't have missed this one as they have many of the same product categories as VSTO that I'm always hyping.


RE: What Did You Buy Today? - NilesMike - 08-25-2021

Around here DKS is a clothing store with some sports stuff along the outer walls. Never go there myself.


RE: What Did You Buy Today? - fenders53 - 08-25-2021

(08-25-2021, 06:32 PM)NilesMike Wrote: Around here DKS is a clothing store with some sports stuff along the outer walls. Never go there myself.
I think that was the primary floor plan until not that many years back.  They died with brick and mortar.  The one near me is like a dept store with mid level gear for fishing, hunting, fitness, golf etc.  Not just the lowest margin China trash an enthusiast of any sport can get everywhere. They better get online right or I am guessing they will eat the square footage stores in a recession.  My store is truly huge and well stocked with quality items. I'm not thinking about buying DKS here.  The stars just aligned for them.  

On a side note, DKS got "boycotted" a few years back when they stopped selling guns for political reasons.  I've learned to separate my political opinions from my investing life much better.  I am noticing a pattern and most of the targeted companies have a nice run within a few years if you catch the dip and just ignore it.  The list is pretty long.  I've watched a number of my friends act irrationally with their portfolio and it cost them a lot of profits.  OK maybe not the My Pillow Guy.  That dude is over the top and deserves whatever he gives his business lol, but most of the targets did more than fine.


RE: What Did You Buy Today? - rayray - 08-25-2021

(08-24-2021, 08:43 AM)fenders53 Wrote: Ken

I am going to try ignore your trades for awhile.  I do enjoy your company here.  It's just the randomness of your moves and the short term creative rationalization.  At the moment you are not "investing" by most anyone's definition, and it's hard to watch daily, but it's not hurting me.  

Ray

I just pulled up VZ T and JNJ on Portfolio Visualizer with a chart from 2010.  VZ has actually been a reasonable retirement type investment with CAGR over 10%.  Of course T is a complete dumpster fire with a CAGR just over 5% and heading lower by the day.  If you remove the last six months VZ has actually matched JNJ in return.  It's just a case of what have you done for me this year VZ?

vz is one of my oldest investments--i'll have to look up what it's done for me...

okay

YTD -3.20%  (yes that's negative)

1 yr 1.30%

3 yr 6.96%

5 yr 11.80%

since purchase--average annual return--including dividends 9.44%  (25yrs plus)


RE: What Did You Buy Today? - fenders53 - 08-25-2021

That's a more than good enough return for 25 years. My guess is VZ best growth years are behind them but they are probably still OK in the proper %. I wouldn't advise a young person to make it a core position, or even buy it without a solid dip. But stocks like VZ won't look so bad when high beta ports get clipped 50%.

I'm not sure I have ever owned VZ shares but on dips I sell a few puts and have potential exposure for a month and grab a full quarter's worth of dividends quickly. Same as I do with other safe and boring DIV stuff like HRL when it hits my end of the range. Half of my port is a real snoozer lol.


RE: What Did You Buy Today? - rayray - 08-26-2021

(08-25-2021, 07:26 PM)fenders53 Wrote: That's a more than good enough return for 25 years.  My guess is VZ best growth years are behind them but they are probably still OK in the proper %.  I wouldn't advise a young person to make it a core position, or even buy it without a solid dip.  But stocks like VZ won't look so bad when high beta ports get clipped 50%.  

I'm not sure I have ever owned VZ shares but on dips I sell a few puts and have potential exposure for a month and grab a full quarter's worth of dividends quickly.  Same as I do with other safe and boring DIV stuff like HRL when it hits my end of the range.  Half of my port is a real snoozer lol.

yea, i'd say vz is a solid "okay" investment, nothing fancy, won't make your portfolio explode in any direction--so essentially no real growth but i don't remember getting that hammered in the great recession either, or the dot com bust for that matter. it's, well...really boring then once in a great while it'll return 20% plus then go back to where ever it came from lol

imho, it's the debt load that holds it down--it's payout it 50 to 52%...i'd rather see it drop that down to 20 to 30% and get rid of that debt but that ain't happening....vz shareholders might see a pop after at&t's divi drops after their media spinoff

i also own some at&t...i might add to it just for that new company coming in 2022....if one looks at the content quality, it's a desirable one imho....


when one looks at these communications companies, T and VZ are the biggest backbones then tMobile....their fiber network and their wireless frequency ownership is the network we all use even if we don't realize it



DEBT kills T and VZ

for the record, i use t-mobile, my wife uses verizon and all my other family members is a mismatch of vz and at&t.....all i can say is everyone is mad at me lol


RE: What Did You Buy Today? - fenders53 - 08-26-2021

Back to what I said earlier. VZ is a mediocre utility for now. They have some potential to grow at some point. T would have to get cheaper to tempt me. My trust is gone with management to not rug pull shareholders.


RE: What Did You Buy Today? - MrFortune - 08-26-2021

Retail getting hammered today.

I added some DLTR under $95.


RE: What Did You Buy Today? - fenders53 - 08-26-2021

[quote pid='28328' dateline='1629988427']
Retail getting hammered today.

I added some DLTR under $95.
[/quote]
I sold my DG and DLTR positions last week and sold puts so I could maybe get back in cheaper if earnings were rough.  Going to get my wish.  Still lost a quart of blood but I guess it's better than two.   Big Grin 

Dumping the rest of my PENN gradually while it's way up.  One more extra ticker leaving the port.


RE: What Did You Buy Today? - Genester - 08-26-2021

[quote pid='28274' dateline='1629815791']
Genester

Thank you. What are your price targets for these two? Also, I assume RQI dividends are mostly not qualified given the REIT investments?
[/quote]
Reposting for @Fenders53, in case he missed the questions  Big Grin


What Did You Buy Today? - vbin - 08-26-2021

DLTR anyone?