What Did You Buy Today?

[stockguru]

I bought some HON and SBUX this morning. I'm at my max of 15 holdings. I will own these and add to any major pullbacks in each if they should happen.

XOM, CVS, KSS, TJX, D, YUM, JNJ, HD, SBUX, MSFT , NOC, ABBV, MA, HON and CCL.

[EricL]

(08-07-2018, 09:35 AM)stockguru Wrote: I bought some HON and SBUX this morning. I'm not at my max of 15 holdings. I will own these and add to any major pullbacks in each if they should happen.

XOM, CVS, KSS, TJX, D, YUM, JNJ, HD, SBUX, MSFT , NOC, ABBV, MA, HON and CCL.

Well done, nice portfolio!

[divmenow]

(08-07-2018, 09:35 AM)stockguru Wrote: I bought some HON and SBUX this morning. I'm at my max of 15 holdings. I will own these and add to any major pullbacks in each if they should happen.

XOM, CVS, KSS, TJX, D, YUM, JNJ, HD, SBUX, MSFT , NOC, ABBV, MA, HON and CCL.

 You should do very well with all those names going forward. Nice dividend payers and companies we all know. That's the way to do it.

[divmenow]

SMG (Scotts Miracle Grow) This one has come down a long way. Dividend is now at 2.7%. Does anyone follow it? I'm thinking about taking a position. You get a play on Cannabis here as well.

[divmenow]

Added to my SO this morning down $1.90.

[Forticus]

This afternoon added to PG, PFE, CSCO, XOM, TD, RY, AMGN, and LYB.
Finally dared to open AMZN, which is now my second stock without dividends after I tuned to DGI.
Now that I own it, I hardly can see it as a threat. And if it is a winner, I will probably let it run.

Excluding AMZN, the overall average yield of the list is 3.4% and the average DGR is 9.7% (most recent announcements). So in about two years I might have some 4% YoC which fits my schedule towards retirement.

[Kerim]

(08-08-2018, 12:19 PM)Forticus Wrote: Finally dared to open AMZN, which is now my second stock without dividends after I tuned to DGI.

Was the first one BRK?

[Forticus]

Kerim,
yep, the .B one.
Which reminds my to answer your recent explanation on MO/BUD, see you there.

[divmenow]

I took new positions in NWL and WSFS. I'm following the insiders on NWL

I have followed this company for a long time. And I remember when they bought Jarden. NWL owns a a ton of brands you all know from Elmers Glue to Yankee Candle.

Does anyone else own it?

[vbin]

Added KHC.

Can you guys share your thoughts on NOC, LMT, UNH, IP at current levels?

[NilesMike]

(08-09-2018, 08:56 AM)divmenow Wrote: I took new positions in NWL and WSFS.  I'm following the insiders on NWL

I have followed this company for a long time. And I remember when they bought Jarden.  NWL owns a a ton of brands you all know from Elmers Glue to Yankee Candle.

Does anyone else own it?

I had NWL before the Rubbermaid deal. I thought it was to be perfect synergy. That stock has literally been a dog ever since. Dividend is nice but no price appreciation whatsoever.

Good luck.

[Binary]

(08-10-2018, 01:14 AM)vineetbindal Wrote: Added KHC.

Can you guys share your thoughts on NOC, LMT, UNH, IP at current levels?

My take is:
IP - cut the dividend in 2010, wouldn't even consider
UNH - 1.4% entry yield, wouldn't even consider, this is below S&P500's and will take ages to grow. Historically also not a good entry point.
NOC - solid dividend grower, not a good entry yield in my opinion. But would certainly do some research 
LMT - outstanding company and would consider it above 3-3.5% entry yield