What Did You Buy Today?

[fenders53]

(05-04-2020, 10:04 AM)divmenow Wrote:

(05-04-2020, 09:53 AM)fenders53 Wrote: Sold all of my DOW.  Trust me this one left a bruise.  I just don't see their earnings nor the dividend as safe post virus.  I got shook out.  I'm ashamed of myself.

Divemenow, where would you even consider buying APD in this economy if it weren't already a core holding?  200ish and hope for a chance to average down?  Looks like one I should own eventually.

I would say start buying around $205-207 if it gets there. It's has held up very well. I added some at $178 back in late March. Its one of those stocks you add to on big dips if it happens.

I added more UPS today under $90

Thanks.  APD is a true aristocrat.  That Div growth looks awesome and there really was no bad time to buy it except for a couple months ago maybe.  I have to tighten up my industrials.  I trimmed them all  the past few weeks which turned out to be a good decision.  Doesn't mean I need to put it all back right where it came from.  APD isn't so dependent on one particular industry.  The importance of that is coming to light now.  I see a lot of otherwise great industrials that are going to be stuck in a rut for a good while.  Everybody uses compressed gases to include the military, restaurants, healthcare.  Being a major supplier for airlines or auto is great, until it isn't.

I like that UPS buy.  I'm in fairly deep in the low 90s.  Might be awhile before it can stay above 120, but there are not many safer stocks than UPS sub $95 IMO.  You'll get your 20% run some quarter soon and the Div is good enough to just hold it forever.            

Watching CAT, getting closer to interesting but not quite.