Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
First batch of DGI stocks to buy
#31
(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.
Reply
#32
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).
Reply
#33
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
Reply
#34
CP is still mixed up in the bidding war for KSU. CN was high bidder a few days ago anyway.
Reply
#35
(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.
Reply
#36
(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.
Reply
#37
CP is my 3rd largest holding behind LIN and MSFT. I actually added more today. 12 more shares and it takes over as my #2 holding!

UNP, NSC, and CNI

I love trains lol
Reply
#38
(05-18-2021, 02:29 PM)divmenow Wrote: CP is my 3rd largest holding behind LIN and MSFT. I actually added more today. 12 more shares and it takes over as my #2 holding!

UNP, NSC, and CNI

I love trains lol
If you bought a couple shares a month for the past 150 years you are rich now.  Not sure any individual rail has a moat but the sector sure does for the rest of our lives.  Nothing will disrupt them as barges are confined to defined waterways.  Trains will not be replaced.
Reply
#39
(05-18-2021, 01:42 PM)fenders53 Wrote:
(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.


I wanted to circle back and see what happened with CP.  Now I'm more confused than ever.  Yahoo chart looks fine, but I found this article from just a few days ago: https://via.news/markets/canadian-pacifi...t-30-days/

"Shares of Canadian Pacific Railway (CP) dropped by a staggering 78.11% in 30 days from $374.19 to $81.91 at 20:41 EST on Tuesday, after four sequential sessions in a row of gains. NYSE Composite (CP) is dropping 0.45% to $16,390.19, after three consecutive sessions in a row of gains."

But now the yahoo chart shows a steady upwards progression, with 52 week range being "48.61 - 83.07".  And certainly if CP had dropped like that, it would have had a catastrophic effect on my TPOR etf and nothing of the kind happened.

Is this a stock split that simply confused a news outlet?
Reply
#40
(05-29-2021, 05:56 AM)ken-do-nim Wrote:
(05-18-2021, 01:42 PM)fenders53 Wrote:
(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.


I wanted to circle back and see what happened with CP.  Now I'm more confused than ever.  Yahoo chart looks fine, but I found this article from just a few days ago: https://via.news/markets/canadian-pacifi...t-30-days/

"Shares of Canadian Pacific Railway (CP) dropped by a staggering 78.11% in 30 days from $374.19 to $81.91 at 20:41 EST on Tuesday, after four sequential sessions in a row of gains. NYSE Composite (CP) is dropping 0.45% to $16,390.19, after three consecutive sessions in a row of gains."

But now the yahoo chart shows a steady upwards progression, with 52 week range being "48.61 - 83.07".  And certainly if CP had dropped like that, it would have had a catastrophic effect on my TPOR etf and nothing of the kind happened.

Is this a stock split that simply confused a news outlet?
5:1 stock split on May 14th.  Bad reporting.
Reply




Users browsing this thread: 1 Guest(s)