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Portfolio Tracking
#11
As I begin the process of selecting this month's stock purchase, I do not see many desirable purchases. Most stocks are overpriced at this point. The energy sector has some deals, but I think we have a long way to go before we see the worst in oil.

Outside of energy, what isn't overpriced right now?
Huh
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#12
Outside of energy, I like IBM and MCD at these levels.
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#13
Some other potential ideas include Qualcomm (QCOM), AT&T (T), General Electric (GE), and Emerson Electric (EMR).
My Blog: DGIfortheDIY.com
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#14
I plan on initiating a position in STX next

[Image: Xaz6xjg.png]
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#15
Out of interest what price did you get MO at?

I must admit IBM is tempting.
Everything looks solid except for the fact I think it's a dinosaur that's going to struggle in years to come :/
Tech is moving fast (as always). IBM's cloud platform prospects seem a lot weaker than competitiors at the moment. They seem slow to act and too big to adapt?
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#16
(01-16-2015, 03:14 PM)Lewys120 Wrote: Out of interest what price did you get MO at?

I must admit IBM is tempting.
Everything looks solid except for the fact I think it's a dinosaur that's going to struggle in years to come :/
Tech is moving fast (as always). IBM's cloud platform prospects seem a lot weaker than competitiors at the moment. They seem slow to act and too big to adapt?

I picked up MO at $35 a share when the dividend yield was north of 5.4%. With Altria's current yield below 4%, it is starting to get too expensive.
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#17
(01-16-2015, 03:38 PM)benjamen Wrote:
(01-16-2015, 03:14 PM)Lewys120 Wrote: Out of interest what price did you get MO at?

I must admit IBM is tempting.
Everything looks solid except for the fact I think it's a dinosaur that's going to struggle in years to come :/
Tech is moving fast (as always). IBM's cloud platform prospects seem a lot weaker than competitiors at the moment. They seem slow to act and too big to adapt?

I picked up MO at $35 a share when the dividend yield was north of 5.4%. With Altria's current yield below 4%, it is starting to get too expensive.

Excellent buy!!!
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#18
It seems to be getting harder to find good companies that don't have overpriced stocks. This month I picked up shares of GE. I updated the first two posts of this thread to reflect that addition.
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#19
GE's large exposure to oil and gas is mostly providing this buying opportunity, and IMO it IS an excellent buying opportunity! I really like the movement of the company back to its core industrial competency areas. Leave the financial activity to the banks except perhaps as narrow areas where the financial re-enforces its support role to its industrial customers.
Alex
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#20
Picking up my first healthcare sector stock, I purchased JNJ today.

Total stock list: PG, MO, CVX, MSEX, T, BBl, GE, JNJ

Where my dividends originate, broken down by sector:
Consumer Staples 21.4%
Energy 7.2%
Telecommunication Services 19.8%
Utilities 14.4%
Materials 13.4%
Industrials 14.0%
Healthcare 9.8%

I am still missing Consumer Discretionary, Financials, and Info Tech.
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