What I Am Buying Today.

[ken-do-nim]

(10-04-2024, 12:36 PM)stockguru Wrote: Added ELV, LIN, O and V

I don't own any of those, but I do admire ELV and LIN for being nice steady gainers.  O I'm on the fence about.  It seems okay, but I have so many div payers higher than 5.1% that aren't down 18% in the past 5 years, like LYB.  V is only up 57% in the past 5 years and thus doesn't pass my "at least better than VOO" test for a growth stock. Of course I haven't done any research into these companies to have an understanding of future performance.

[ken-do-nim]

(08-19-2024, 05:46 PM)ken-do-nim Wrote: Cheering on Abbvie.  It's closing in on $200/share.  It pretty much is to dividend growth investing now what JNJ was 10 years ago.  I defy anyone on this board to find another stock that has over a 3% yield that has also tripled in the past 5 years.

Sorry for jinxing it.  Made it to $199.95, now back in the $180s.

[EricL]

Added another share of TMUS this morning. Nearly to a half-sized position in it now.

[NilesMike]

Holy Smokes


PM

[crimsonghost747]

(10-22-2024, 06:02 PM)NilesMike Wrote: Holy Smokes


PM

Looks like a great report. I owned Swedish Match for a while until PM forced me to sell to them.  It's a great and fast growing business, and seems like PM has managed to make it grow even faster - what a great acquisition.

[stockguru]

(10-23-2024, 01:15 AM)crimsonghost747 Wrote:

(10-22-2024, 06:02 PM)NilesMike Wrote: Holy Smokes


PM

Looks like a great report. I owned Swedish Match for a while until PM forced me to sell to them.  It's a great and fast growing business, and seems like PM has managed to make it grow even faster - what a great acquisition.

Even with the big run up PM is still a buy. I have been buying 3 shares a month since 2019. It’s now my 2nd largest holding. This will hit $200 at some point. Great management and great dividend. Steady performer 

I added some new holdings in the last few days. GE, VST, MSI, NU and 



Added ABBV and KO 

Trimmed HOOD, TSLA and SPOT

[NilesMike]

Nobody else on the recent HD dip?

[Main Street Stock Investor]

Added to LMT, CVS, KO, BP. All of these adds were either dividend reinvestment or trading profit reinvestment. Set buy target for ITW at <$250 and set sell target for DOV at >$195. 81 stocks in the portfolio and trading bias for the last 4 months has been net selling. I have been away from the forum for some time, but will start visiting more often and catch up on what everyone is doing.

[vbin]

Added AMD and oxy.

[stockguru]

(08-29-2024, 11:01 AM)ken-do-nim Wrote:

(08-29-2024, 09:55 AM)stockguru Wrote:

(08-29-2024, 09:11 AM)ken-do-nim Wrote: I almost reached into my Cash Reserve to dive back into SMCI yesterday, but held off.  Mainly because I don't want to invoke the Wash Sale rule, and also because I need a healthy cash pile right now.

You do know SMCI cooked the books right?  That’s a stock you don’t touch. Mine as well just own AVGO or NVDA

I appreciate your talking sense into me!

Of course, one could argue that the accusations come from a short seller, and there may be less ominous reasons for the delayed filing.

Still think SMCI is a buy?  Not good when your accountant leaves. This may hit 0 now

We did warn you to get out. Hopefully everyone got out before the big slide 

I added MSFT, META and MET this morning 

Nice to see my MO up. I added a bunch around $49 a few weeks back

[poneyboy]

Trimmed WFC, BAC, COF, NUE, DFC,

Added KO, HD, GOOG, MSFT, LLY, O and NEE

I had bought a lot of stocks in recent weeks in anticipation if a Trump Win

Wow SMCI now at $20. Haven't looked in a while. Hopefully no one owns it here

[rayray]

S (trim): XOM