What Did You Buy Today?

[fenders53]

(12-23-2019, 04:51 PM)pdaignau Wrote: Merry Christmas!  

I haven't bought anything the past couple of months.  I've been growing my cash position in anticipation of my 2020 Roth IRA Contributions.  To add something to the forum, while growing my cash position I've been strongly tempted by:

1 - CSCO when the dividend hit 3%.
2 - VTR if the yield hit 6%.
3 - AVGO - Adding to my position with the dividend increase.

Thank you,
Paul

Quite a few here have been nibbling on CSCO and VTR.  Famous last words but......  I think we might have months or longer to accumulate VTR.  I don't think there will be many more chances to add CSCO around 45 before it heads back to the low 50s.  I think most of us would appreciate if the market pulls back some soon.  

Defense stocks are on my add more list for early 2020.  They aren't particularly cheap now, but it's hard to imagine any of the majors struggle this year with our latest budget.  At some point the presidential race will look close for one reason or another and the political risk may provide a buying op.  I don't see anything else getting in their way in the near to midterm.  .