02-07-2016, 04:21 PM
(02-05-2016, 09:07 AM)DividendGarden Wrote:(02-04-2016, 02:08 PM)Kerim Wrote: Yep, I feel the same way! I always seem to be rooting for a deeper dip, and whenever the dip we get seems to be coming to a close, I feel a bit of remorse that I didn't buy a bit more. Always tough to gauge whether to wait and see if it will keep going down. But I did grab a few bargains in there, and there will be another opportunity before too long.
What bargains do you see right now?
Not as many as a week or two ago! The one that I am feeling sick over is CMI. I was watching it like a hawk, and even had orders filled out down around $84. It was far and away the highest-ranked stock on my list. But I never pulled the trigger, because I was shy about adding more industrial / cyclical stuff. Now days later it is at $99. That may still be a fair value, but I can't stomach buying it now.
Otherwise, I think BEN, PH, EMR, IBM, are still worth looking at at these prices. Not sure I'd call them bargains. Since none of those are "core" DG stocks for me, I want more of a discount than, say, JNJ or KO. But none of the core stocks are anywhere near a bargain, that I can see.
Not a dividend stock (but one that many DGers are happy holding), I think BRK-B is still on the cheap side.