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10-05-2024, 11:32 AM
(This post was last modified: 10-05-2024, 11:33 AM by ken-do-nim.)
(10-04-2024, 12:36 PM)stockguru Wrote: Added ELV, LIN, O and V
I don't own any of those, but I do admire ELV and LIN for being nice steady gainers. O I'm on the fence about. It seems okay, but I have so many div payers higher than 5.1% that aren't down 18% in the past 5 years, like LYB. V is only up 57% in the past 5 years and thus doesn't pass my "at least better than VOO" test for a growth stock. Of course I haven't done any research into these companies to have an understanding of future performance.
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(08-19-2024, 05:46 PM)ken-do-nim Wrote: Cheering on Abbvie. It's closing in on $200/share. It pretty much is to dividend growth investing now what JNJ was 10 years ago. I defy anyone on this board to find another stock that has over a 3% yield that has also tripled in the past 5 years.
Sorry for jinxing it. Made it to $199.95, now back in the $180s.
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Added another share of TMUS this morning. Nearly to a half-sized position in it now.
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(10-22-2024, 06:02 PM)NilesMike Wrote: Holy Smokes
PM
Looks like a great report. I owned Swedish Match for a while until PM forced me to sell to them. It's a great and fast growing business, and seems like PM has managed to make it grow even faster - what a great acquisition.
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10-23-2024, 09:48 AM
(This post was last modified: 10-23-2024, 09:50 AM by stockguru.)
(10-23-2024, 01:15 AM)crimsonghost747 Wrote: (10-22-2024, 06:02 PM)NilesMike Wrote: Holy Smokes
PM
Looks like a great report. I owned Swedish Match for a while until PM forced me to sell to them. It's a great and fast growing business, and seems like PM has managed to make it grow even faster - what a great acquisition.
Even with the big run up PM is still a buy. I have been buying 3 shares a month since 2019. It’s now my 2nd largest holding. This will hit $200 at some point. Great management and great dividend. Steady performer
I added some new holdings in the last few days. GE, VST, MSI, NU and
Added ABBV and KO
Trimmed HOOD, TSLA and SPOT
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Nobody else on the recent HD dip?
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Added to LMT, CVS, KO, BP. All of these adds were either dividend reinvestment or trading profit reinvestment. Set buy target for ITW at <$250 and set sell target for DOV at >$195. 81 stocks in the portfolio and trading bias for the last 4 months has been net selling. I have been away from the forum for some time, but will start visiting more often and catch up on what everyone is doing.
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10-30-2024, 10:06 AM
(This post was last modified: 10-30-2024, 10:06 AM by vbin.)
Added AMD and oxy.
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(08-29-2024, 11:01 AM)ken-do-nim Wrote: (08-29-2024, 09:55 AM)stockguru Wrote: (08-29-2024, 09:11 AM)ken-do-nim Wrote: I almost reached into my Cash Reserve to dive back into SMCI yesterday, but held off. Mainly because I don't want to invoke the Wash Sale rule, and also because I need a healthy cash pile right now.
You do know SMCI cooked the books right? That’s a stock you don’t touch. Mine as well just own AVGO or NVDA
I appreciate your talking sense into me!
Of course, one could argue that the accusations come from a short seller, and there may be less ominous reasons for the delayed filing.
Still think SMCI is a buy? Not good when your accountant leaves. This may hit 0 now
We did warn you to get out. Hopefully everyone got out before the big slide
I added MSFT, META and MET this morning
Nice to see my MO up. I added a bunch around $49 a few weeks back
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11-06-2024, 12:08 PM
(This post was last modified: 11-06-2024, 12:09 PM by poneyboy.)
Trimmed WFC, BAC, COF, NUE, DFC,
Added KO, HD, GOOG, MSFT, LLY, O and NEE
I had bought a lot of stocks in recent weeks in anticipation if a Trump Win
Wow SMCI now at $20. Haven't looked in a while. Hopefully no one owns it here
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