Tuesday, April 25, 2017

Recent Buy --- VZ


Today I added a few more share to my Verizon position.




  • VZ:  50 shares @ $46.76 --- Yield  4.96%

Total capital invested is $2344.70 and will add $116 to my yearly dividends.

This is a relatively boring purchase, but VZ has been coming down in price for a while so I added a few more share at a solid yield. In fact, I believe VZ has a higher yield than T. I can't remember that happening before. Speaking of T, it will be releasing earnings after the market closes today. If weakness follows, I'll be looking to pick up 100 shares soon.

Forward dividends are around $8780.

DEFY MEDIOCRITY

Stock Sale --- TUP


Today I sold my entire TUP position.




  • TUP:  61.36 shares @ $73.57 --- Yield  3.70%

Total proceeds are $4507.13 and this will reduce my yearly dividends by $166.90.

This has been a fantastic position for me and I made about $1400 in gains plus whatever dividends I received while owning the stock. Yesterday I was thinking that I might want to trim some overvalued positions and TUP at $65 seemed like a good candidate. Well when I opened my account this morning looking for opportunities to buy, I saw TUP up 12% at $73 and took that as an opportunity to sell.

I fully plan to reinvest the proceeds quickly and have no problems revisiting TUP somewhere in the $50s and in the 5% yield range.

Forward dividends are $8670.00.

DEFY MEDIOCRITY

Monday, April 24, 2017

Recent Buy --- GILD


Added a little more to an underweight position.



  • GILD:  30 shares @ $65.90 --- Yield  3.16%

Total capital invested is $1983.89 and will add $62.40 to my yearly dividends. I need to continue building this positions along with ABBV and BMY. PFE is at full weight currently.

Forward dividends are $8836.00.

DEFY MEDIOCRITY

Friday, April 21, 2017

Recent Buy --- MAT & GE


Today I doubled my MAT and GE positions.



  • MAT:  100 shares @ $21.98 --- Yield  6.92%  (SPECULATIVE)
  • GE: 100 shares @ $29.59 --- Yield  3.24%

Total capital invested is $5170.69 and the combined yield is 4.80%. These purchases will add $248.00 to my yearly dividends.

I took a risk with my TIS purchase earlier and am using the same line of thinking with MAT. THis is a deep value play and hopefully it pans out. Regardless of future price movements this will be my last MAT purchase until I see some concrete evidence of a turnaround.

GE on the other hand is a position that I will keep building.

Forward dividends are $8775.00

DEFY MEDIOCRITY




UL recently announced that it will increase its quarterly dividend from $.3201 euros to $.3585 euros. This represents a 12.00% increase and the new yield is around 3%. I really don't know how the currency conversions will affect my dividend, but anything above a 10% increase will be fantastic.

The ex-dividend date is May 3rd and the pay date is June 7th.

Since I currently own 100.69 shares, my yearly dividends will increase by approximately $15.36.


2017 Dividend Raises

OHI:  1.64% --- $3.20
KMB:  5.43% --- $8.03
GILD:  10.64% --- $10.49
CSCO:  11.54% --- $13.92
TROW:  5.56% --- $9.09
KO:  5.71% --- $20.96
QCOM:  7.5% --- $7.20
PG:  3.00% --- $2.43
OHI:  1.61% --- $6.46  (2nd Raise)
SO:  3.57% --- $7.41
UL:  12% --- 15.36

Total yearly dividend increase is $104.55

DEFY MEDIOCRITY

Wednesday, April 19, 2017

Recent Buy --- RDS-b


It's been a while since I've added to this position.





  • RDS-b:  40 shares @ $53.85 --- Yield  6.98%

Total capital invested is $2160.87 and will add $150.40 to my yearly dividends.

This purchase boosts my energy position to 10% of my total portfolio weight.

My goal is to continue building existing positions, but if GWW drops down into the $170s it will be very tempting to initiate a position. I also am watching IBM as the yield is climbing up to 3.5% and a dividend raise is coming soon, which may boost it closer to 4%.

Forward dividends are $8500.00

DEFY MEDIOCRITY

Tuesday, April 18, 2017

Recent Buy --- JNJ


I took advantage of some weakness in JNJ today and doubled my position.




  • JNJ:  27 shares @ $121.21 --- Yield  2.64%

Total capital invested is $3279.59 and will add $86.40 to my yearly dividends. 

While not super cheap, the upcoming dividend increase should make the future yield around 2.85-2.9% which is solid for a company like JNJ.

Also on my radar is GWW, which has fallen about $26.00 today and $60.00 over the last 2 months.

Forward dividends are around $8350.00.

DEFY MEDIOCRITY