01-19-2016, 09:25 AM
(This post was last modified: 01-19-2016, 09:25 AM by DividendGarden.)
(01-18-2016, 12:05 PM)Kerim Wrote: Just a little BRK-B. Of all the things I am most excited to buy at these prices, it is the closest to what I'd call a core holding. So it may continue to be my "go to" if prices stay low or go lower.
I'm still very tempted by CMI, EMR, PH, IBM, and BEN. But I'm a little hesitant on the industrials/cyclicals. Though if they go down further, I may not be able to resist. Of that group it leaves IBM, which I may nibble more on to reduce my average price.
Also eyeing HCP and OHI.
Might up my stake in T if it gets a bit lower.
Oh, and you all even have me considering HSY.
Finally, I am always considering more oil. I loaded up pretty heavily a few months ago, but may keep adding slowly.
Would appreciate any input!
HSY in the low 80's is a good deal. Higher EPS growth and high DGR.
BRK-B is a core holding for me. It trades at 5x cash. That's crazy. They're probably on a shopping spree right now with that cash.
T (and other high-yield holdings) are good to buy only when they come down, since I don't expect much capital gains from them. I want to buy more T at $33, though. Not $34.