09-25-2015, 01:12 AM
Nice lists. PH is finally under $100! Now that it's finally breaking down and considering it's an industrial, I'd look closer when it got to the low $90s.
Sold Baxalta in both my and my wife's accounts as I couldn't hold my breath any longer and the dividend is way too low to sit and wait so I've been back filling.
I took another nibble at EMR & HP recently. Have a limit order on ETN that is real close. The yields on all of them are near the top of their ranges so I'll just let the dividends do the rest of the work.
Utes and Yellen aren't cooperating so have stink bid limit orders in on ES and XEL.
Added some COP & BMO to the wife's portfolio with some of the cash.
If JNJ gets below the mid-80s (yeah, right), I'd trim something in my port to buy a chunk.
We're pretty close to fully invested but would be interested in GILD below $95, CSX below $25, PG in the low $60s and WPC around $55.
I just re-read the last 2 quarterly reports, the rig report and last conference call transcript for ESV. Don't think the dividend is at any further risk (for now) and will probably add a small chunk to wife's portfolio around $14.
Sold Baxalta in both my and my wife's accounts as I couldn't hold my breath any longer and the dividend is way too low to sit and wait so I've been back filling.
I took another nibble at EMR & HP recently. Have a limit order on ETN that is real close. The yields on all of them are near the top of their ranges so I'll just let the dividends do the rest of the work.
Utes and Yellen aren't cooperating so have stink bid limit orders in on ES and XEL.
Added some COP & BMO to the wife's portfolio with some of the cash.
If JNJ gets below the mid-80s (yeah, right), I'd trim something in my port to buy a chunk.
We're pretty close to fully invested but would be interested in GILD below $95, CSX below $25, PG in the low $60s and WPC around $55.
I just re-read the last 2 quarterly reports, the rig report and last conference call transcript for ESV. Don't think the dividend is at any further risk (for now) and will probably add a small chunk to wife's portfolio around $14.
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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