03-10-2015, 02:44 PM
I'm not actively looking. I have standing limit orders for ES (old Northeast Utilities) & GE at a ridiculously low price.
I need to add/start some positions in utes and REITs in both our portfolios but they are just not cooperating right now so I'll ignore them.
If I wasn't overweight right now, I'd take a gander at ABBV. Their trailing P/E is not realistic because of the M&A. Need to dig through the financials to get all the real numbers.
I haven't started digging into the financials yet but CAT yielding 3.5% is starting to look interesting. Won't have much uncommitted cash available for a while so am not in a hurry to dig into it just yet.
GILD is still looking "bargainish" here and a new dividend will be birthed soon.
If EMR gets closer to $50, I just may sell some of the higher priced stuff and add to that in the wife's portfolio. I was done adding to it for now but if it gets cheap, I may change my mind.
I need to add/start some positions in utes and REITs in both our portfolios but they are just not cooperating right now so I'll ignore them.
If I wasn't overweight right now, I'd take a gander at ABBV. Their trailing P/E is not realistic because of the M&A. Need to dig through the financials to get all the real numbers.
I haven't started digging into the financials yet but CAT yielding 3.5% is starting to look interesting. Won't have much uncommitted cash available for a while so am not in a hurry to dig into it just yet.
GILD is still looking "bargainish" here and a new dividend will be birthed soon.
If EMR gets closer to $50, I just may sell some of the higher priced stuff and add to that in the wife's portfolio. I was done adding to it for now but if it gets cheap, I may change my mind.

