First batch of DGI stocks to buy

[fenders53]

(03-15-2021, 12:47 PM)ken-do-nim Wrote: Okay, here's my overall plan for the week, minus ETFs which will probably be the remainder.

Definitions
Junior position - $2,000
Full position - $5,000
Major position - $10,000
Unless otherwise specified, acquisition will be to a junior position

Strategy: looking to dip 1-3 companies into each sector

Semiconductors
Taiwan Semiconductors (Major)
Broadcom (Full)
Texas Instruments

Banking
Square
Mastercard
Visa

Utilities
NextEra Energy
WEC Energy
Xcel Energy

Hardware
Seagate
Hewlett Packard
Dell

IT
Accenture
Twilio
Okta

Retail
Target
Lowe's
Home Depot

Cloud
Oracle
Amazon
Palo Alto

Defense
Lockheed Martin
L3 Harris
Huntingon Ingalls

Construction
Sherwin Williams
Caterpillar

Food
Monster Beverage
Starbucks

Pharmaceutical/Biotech
Eli Lilly
top off Johnson & Johnson
Abbvie

Telecom
Verizon
AT&T

Robotics
iRobot
Intuitive Surgical

Internet
Shopify
Docusign
Cisco

Household tech
Apple
Alphabet

Entertainment
Disney
Carnival
Netflix

Income
Hercules Capital
Horizon Tech

I'm leaving out Financials, Cars, Cannabis, Tobacco, Gas, Travel, Industrials for now.  

Not all of these are dividend companies, but most are.

Very few on the list I wouldn't own at or at least near fair valuation.  It's not that important this minute, but you might familiarize yourself with the S&P sector descriptions and what subsectors fall under each.  It will just make it easier to follow the conversations on financial news, and the forum.  

Example: You didn't skip the industrials.  It doesn't get anymore "industrial" than CAT.  The Defense stocks are a subsector of the Industrials.  Auto manufacturing is very industrial as well.  MA and V are not banks.  FIN Tech would be much more accurate.  You have about six sectors covered with your list so you are just a little closer to diversified that you were last week.  There are arguably about 25 tech stocks on your list and you are overweighting a couple so not much diversification. This port will get smoked when tech corrects.  It will also do well when the Nasdaq does.  As long as you are comfortable with that you are good.   

Best of luck.

[ken-do-nim]

Of all my new stocks, so far the one doing the best is ... Target. I never would have guessed that. Up over 10% already. Second and third are Lowes and Home Depot.

[fenders53]

(03-26-2021, 10:59 AM)ken-do-nim Wrote: Of all my new stocks, so far the one doing the best is ... Target.  I never would have guessed that.  Up over 10% already.  Second and third are Lowes and Home Depot.

Great to hear.  I am not adding at these levels, but those are the good ones that should treat you well.  Stimulus will keep them juiced for now.  This is also spring which is Christmas season for LOW and HD.  See how fast they make a no growth stock with a bit higher dividend look mediocre?

[ken-do-nim]

True, but I don't have many low growth higher dividend stocks. Most of mine are either really high dividend, or have significant last 5 year growth.

On the flipside, my 5 worst recent acquisitions are:
Royal Caribbean, a reopening play so I'm still hoping, at -7.70%
Twilio, a tech stock, at -9.75%
Carnival Cruise Line, the other reopening play, at -10.49%
Moon, an innovation (non-leveraged) ETF that looks promising, at -12.35%
Square, "financial tech", at -15.42% (ouch!!!)

While the last 2 days have been great, I'm still overall down about $20k from where I'd like my portfolio to be. It will have to "swim back up" on its own; after the refinance the budget is tight and I will likely be pulling the dividends out of the brokerage account and back into my checking account.

And my company stock is still mired in the 110s, so we won't discuss that

[fenders53]

(03-26-2021, 11:44 AM)ken-do-nim Wrote: True, but I don't have many low growth higher dividend stocks.  Most of mine are either really high dividend, or have significant last 5 year growth.

On the flipside, my 5 worst recent acquisitions are:
Royal Caribbean, a reopening play so I'm still hoping, at -7.70%
Twilio, a tech stock, at -9.75%
Carnival Cruise Line, the other reopening play, at -10.49%
Moon, an innovation (non-leveraged) ETF that looks promising, at -12.35%
Square, "financial tech", at -15.42% (ouch!!!)

While the last 2 days have been great, I'm still overall down about $20k from where I'd like my portfolio to be.  It will have to "swim back up" on its own; after the refinance the budget is tight and I will likely be pulling the dividends out of the brokerage account and back into my checking account.

And my company stock is still mired in the 110s, so we won't discuss that

I thought most of your DGI picks were solid.  I'm not qualified to judge much of your techie stuff.  The market takes an occasional break from insane PEs.  Just have to wait it out and see if they recover.  They will if the business is sound.  Unless you are selling them short term gains are meaningless.  My port continues to break all time highs.  Don't worry I'll get my chance to suffer when the market decides it hates half my sectors some morning lol.  

And the cruise line financials are trash for years, but don't despair.  I bet the Momo crowd will come back around to pick you up eventually.    The big money probably left the party for now.

[ken-do-nim]

Yes, with just a few exceptions my DGI stocks are doing well, and my recent pure growth purchases are doing poorly. I'm going to give everything at least a quarter before I start making any cuts. I'll post my portfolio here in the My Portfolio section when it's ready.

[fenders53]

(03-26-2021, 01:08 PM)ken-do-nim Wrote: Yes, with just a few exceptions my DGI stocks are doing well, and my recent pure growth purchases are doing poorly.  I'm going to give everything at least a quarter before I start making any cuts.  I'll post my portfolio here in the My Portfolio section when it's ready.

Unless your initial research proved incorrect, a quarter is way early to cut a DGI stock just because it is out of favor with the market.  The market hates a few sectors at all times and it definitely rotates because much of the big money trades rather than LT invests.  It can take quarters though.  Oil is a pretty good example.  

Pure growth is another matter.  They require more attention but you still need to make sure the problem is actually long-term.  It's the reason I keep them at levels I think I can track with some effectiveness.

[ken-do-nim]

In case anyone is curious, about a month out now from my initial purchases, the best DGI stock-so-far award goes to ...

... drumroll please ...

STX. Seagate is up 16.66% for me, to go with its 3.19% yield (which had been 3.5% when I bought it).

[ken-do-nim]

More of a note to myself, but next acquisition/due diligence targets:

• CIK Credit Suisse Asset Management Income Fund
  
• KMI Kinder Morgan
  
• IBM
  
• XOM Exxon Mobil
  
• CP Canadian Pacific Railway, but something weird happened on May 14th and it plummetted.
  
• BA Boeing, 'coz
  
• NSC Norfolk Southern
  
• ABNB Air Bnb
  

[fenders53]

CP is still mixed up in the bidding war for KSU. CN was high bidder a few days ago anyway.

[ken-do-nim]

(05-18-2021, 03:03 AM)fenders53 Wrote: CP is still mixed up in the bidding war for KSU.  CN was high bidder a few days ago anyway.

I think I was seeing a yahoo glitch yesterday.  Its chart looks normal (and good) today.

[fenders53]

(05-18-2021, 10:32 AM)ken-do-nim Wrote:

(05-18-2021, 03:03 AM)fenders53 Wrote: CP is still mixed up in the bidding war for KSU.  CN was high bidder a few days ago anyway.

I think I was seeing a yahoo glitch yesterday.  Its chart looks normal (and good) today.

CP lost the bidding war with CN so they will not expand for now. It will settle out now.