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What Did You Buy Today?
Bought CMI today
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Bought some PRU this morning.
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Also, for anyone out there holding BT ADRs:

https://seekingalpha.com/news/3491658-bt...dr-program
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Also added to BNS
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Added to OZK this morning, and put some pooled dividends into SKT
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Today's watchlist, six to choose from, help me decide on just one...

XOM, RDS.b, BP, ABBV, HTBK, CSCO
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(08-15-2019, 09:46 AM)DividendGarden Wrote: Today's watchlist, six to choose from, help me decide on just one...

XOM, RDS.b, BP, ABBV, HTBK, CSCO

None of the ones you have listed lol

They all look like good buys but the market is still trading at almost 18x next years earnings. Plus you have to worry about yield curve and tariffs. Oil will become a buy at some point but I still think its too early. XOM is expensive still when you compare it to BP and CVX.

If I had to pick one would choose ABBV. Only because I think it will hold up over the other names and its pipeline had a lot of promise going forward. 

CSCO I do like but I will wait for 3% to get in.
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(08-15-2019, 09:52 AM)divmenow Wrote:
(08-15-2019, 09:46 AM)DividendGarden Wrote: Today's watchlist, six to choose from, help me decide on just one...

XOM, RDS.b, BP, ABBV, HTBK, CSCO

None of the ones you have listed lol

They all look like good buys but the market is still trading at almost 18x next years earnings. Plus you have to worry about yield curve and tariffs. Oil will become a buy at some point but I still think its too early. XOM is expensive still when you compare it to BP and CVX.

If I had to pick one would choose ABBV. Only because I think it will hold up over the other names and its pipeline had a lot of promise going forward. 

CSCO I do like but I will wait for 3% to get in.

Thanks, DivMeNow.  I don't want to buy/sell individual stocks based on what the overall market's P/E is, yield curve, tariffs, etc any macro-related stuff, really.  I buy individual companies and plan to hold them forever, so I'm trying to focus on business models, FCF generation, etc but nothing external.  Maybe I'm crazy though.  CSCO is at 2.96% yield, so basically there.  Also looking at PKBK but it hasn't really pulled back.
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(08-15-2019, 09:59 AM)DividendGarden Wrote:
(08-15-2019, 09:52 AM)divmenow Wrote:
(08-15-2019, 09:46 AM)DividendGarden Wrote: Today's watchlist, six to choose from, help me decide on just one...

XOM, RDS.b, BP, ABBV, HTBK, CSCO

None of the ones you have listed lol

They all look like good buys but the market is still trading at almost 18x next years earnings. Plus you have to worry about yield curve and tariffs. Oil will become a buy at some point but I still think its too early. XOM is expensive still when you compare it to BP and CVX.

If I had to pick one would choose ABBV. Only because I think it will hold up over the other names and its pipeline had a lot of promise going forward. 

CSCO I do like but I will wait for 3% to get in.

Thanks, DivMeNow.  I don't want to buy/sell individual stocks based on what the overall market's P/E is, yield curve, tariffs, etc any macro-related stuff, really.  I buy individual companies and plan to hold them forever, so I'm trying to focus on business models, FCF generation, etc but nothing external.  Maybe I'm crazy though.  CSCO is at 2.96% yield, so basically there.  Also looking at PKBK but it hasn't really pulled back.
I am watching CSCO but I rarely buy the first day a stock gets hit.  When I do I usually regret it within 48HRs.  I don't see much risk of a big bounce.  Market is highly likely to remain skittish for at least a little while longer.  ABBV is uninspiring for now.  Oil will go lower. I can think of no short-term scenario that launches it short of a military strike.  All that said I have no problem with any of your ideas.
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For what it is worth Dividendgarden, that is basically my strategy. I do very little selling and worry almost none about these macro moves. For me it is about the ability of a company to pay and raise the dividend over the long term.
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