01-07-2014, 01:11 PM
(01-07-2014, 12:33 PM)Dividend Watcher Wrote: Already own but need to add
KO < $39
KRFT < $52.50
TU < US$30
DE < $82 (a long reach here)
NU < $40
UL < $38
O < $37
New positions interested in at least a partial
JNJ < $87
PG < $76
TJX < $50 (this is probably a bear market goal)
AMGN < $100
These aren't hard numbers, when they get close, I'll quickly review the latest news and earnings reports and then put a limit order in. I believe some will reach my price just with the normal bouncing around of prices. All I have to do is wait.
Morningstar has PG fair value at $89, current price is at 92% of that fair value estimate. I added to my PG position in early December. It is part of the foundation of my Dividend Growth Portfolio.
This morning RBC has a note out on JNJ. They upgraded the company from Market Perform to Outperform. It is another name I added shares to in early December. Morningstar has it as slightly overvalued, at 105% of its fair value estimate.
Johnson & Johnson: Margin Gains and Stock Gains, RBC Says
I also have KO, KRFT, UL and O from your list.