What Did You Buy Today?

[fenders53]

(12-04-2019, 12:13 PM)Otter Wrote: Kept adding to CSCO. Woo.

I already own 51% but I'm thinking about putting you on the board if you aren't too busy at SKT. 

[Otter]

(12-04-2019, 08:12 PM)fenders53 Wrote:

(12-04-2019, 12:13 PM)Otter Wrote: Kept adding to CSCO. Woo.

I already own 51% but I'm thinking about putting you on the board if you aren't too busy at SKT. 

LOL.

I rolled some pooled dividends into SKT and CHWY this morning.

[MikeWa]

Added to VTR and WMB today

[divmenow]

(12-05-2019, 05:49 PM)MikeWa Wrote: Added to VTR and WMB today

VTR is on my list. I'm just waiting for the end of year tax selling to take place before hopping in.

I also sold 12 names today. Raising cash for the next downturn. Normally when everyone says buy buy buy you know a correction is on the way lol. You have the election coming up and all the impeachments over hang news, not to mention Tariffs which no deal was ever on the table. How this market keeps hitting new highs... I have SMH lol

I have LHX, VTR, HD, UPS, CSCO and GILD on my watch buy list.

[kblake]

(12-06-2019, 10:02 AM)divmenow Wrote:

(12-05-2019, 05:49 PM)MikeWa Wrote: Added to VTR and WMB today

VTR is on my list. I'm just waiting for the end of year tax selling to take place before hopping in.

I also sold 12 names today. Raising cash for the next downturn. Normally when everyone says buy buy buy you know a correction is on the way lol. You have the election coming up and all the impeachments over hang news, not to mention Tariffs which no deal was ever on the table. How this market keeps hitting new highs... I have SMH lol

I have LHX, VTR, HD, UPS, CSCO and GILD on my watch buy list.

I'm with you there about the market being overvalued especially when we are only projected to grow 2% next year. I just have that feeling in my gut a correction is way over due and coming soon.

I as well have VTR, CSCO, GILD on my watch list. However I'm holding off on buying anything right now. I have done well with all the new names I purchased over the last 3 months, and don't want to get greedy or get caught buying at the highs.

[MikeWa]

(12-06-2019, 10:02 AM)divmenow Wrote:

(12-05-2019, 05:49 PM)MikeWa Wrote: Added to VTR and WMB today

VTR is on my list. I'm just waiting for the end of year tax selling to take place before hopping in.

I also sold 12 names today. Raising cash for the next downturn. Normally when everyone says buy buy buy you know a correction is on the way lol. You have the election coming up and all the impeachments over hang news, not to mention Tariffs which no deal was ever on the table. How this market keeps hitting new highs... I have SMH lol

I have LHX, VTR, HD, UPS, CSCO and GILD on my watch buy list.

I think most of the tax loss harvesting is already behind us. 
VTR had a "nice" correction already from 75 to 58 within last couple months. But I also think a wide spread correction is over due and keep most of my cash ready. 

My VTR purchase was only 20 shares, I like adding small, when the price is reasonable.

[stockguru]

Added to BMY and took new positions in SAGE, CSCO and OXY

[desidividend]

Added WFC

[fenders53]

I've sold covered puts on VTR 3-4 times but no bites yet. It will happen this winter. I really don't feel as comfortable studying REIT financial reports. I think I may stick to VTR and VNQ (and my rental house). That's enough real estate exposure), and call it good.

I'd go slow on HD. I don't know how Christmas shopping is going other than my region, but I do know it will be deadsville from JAN to gardening season in the upper half of the country. I'll start nibbling back then. I think $240 is long gone for awhile. It is not a cheap stock yet.

[NilesMike]

I don't own or follow VTR but the chart looks like 56-57 will hold.

Last time I bought HD was 20% off it's high to date (215 Fall 2018), I would add in the 190s but don't think it gets there.

[fenders53]

(12-07-2019, 08:53 AM)NilesMike Wrote: I don't own or follow VTR but the chart looks like 56-57 will hold.

Last time I bought HD was 20% off it's high to date (215 Fall 2018), I would add in the 190s but don't think it gets there.

VTR's bull thesis has cooled as home care for the elderly gains popularity.  DIV growth has been very poor the past few years but it's already a high yielder I can be patient with. I still like it at the right price.  Above average safety I think.

The market loves HD and has for a long time.  5% growth is now 3% and that may be the case for years.  What's the proper PE for a mature retailer at 3%?   I'm not so sure it's 20+  I averaged it down from 210 to 160ish last fall.  It's not headed back anywhere near that low IMO.

[crimsonghost747]

Had some CAD, split it 50-50 between CIBC and Bell Canada.
Also added some LHX, which seems to be pretty decently valued at the moment.

Still plenty to spend this month, stay tuned.