03-10-2015, 02:44 PM
I'm not actively looking. I have standing limit orders for ES (old Northeast Utilities) & GE at a ridiculously low price.
I need to add/start some positions in utes and REITs in both our portfolios but they are just not cooperating right now so I'll ignore them.
If I wasn't overweight right now, I'd take a gander at ABBV. Their trailing P/E is not realistic because of the M&A. Need to dig through the financials to get all the real numbers.
I haven't started digging into the financials yet but CAT yielding 3.5% is starting to look interesting. Won't have much uncommitted cash available for a while so am not in a hurry to dig into it just yet.
GILD is still looking "bargainish" here and a new dividend will be birthed soon.
If EMR gets closer to $50, I just may sell some of the higher priced stuff and add to that in the wife's portfolio. I was done adding to it for now but if it gets cheap, I may change my mind.
I need to add/start some positions in utes and REITs in both our portfolios but they are just not cooperating right now so I'll ignore them.
If I wasn't overweight right now, I'd take a gander at ABBV. Their trailing P/E is not realistic because of the M&A. Need to dig through the financials to get all the real numbers.
I haven't started digging into the financials yet but CAT yielding 3.5% is starting to look interesting. Won't have much uncommitted cash available for a while so am not in a hurry to dig into it just yet.
GILD is still looking "bargainish" here and a new dividend will be birthed soon.
If EMR gets closer to $50, I just may sell some of the higher priced stuff and add to that in the wife's portfolio. I was done adding to it for now but if it gets cheap, I may change my mind.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan