Driftr
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Post by Driftr on Jul 24, 2012 10:50:13 GMT -5
I was going to pick up some INTC this week for our brokerage. Undecided today if I want to wait until some time in October. Seeing more and more signs of recession on the horizon. Choices, choices, nice to have them.
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texasredneck
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Post by texasredneck on Jul 24, 2012 11:47:27 GMT -5
Agree recession looks likely now. Additional QE probably next week should give everything a short term lift, but do not know how much it will help INTC.
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texasredneck
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Post by texasredneck on Jul 24, 2012 11:51:36 GMT -5
I sold FCX last Friday and started to replace it about an hour ago. Was typing order when it broke down. Changed the entry point and before I could type the order it broke lower.
So guess I will wait.
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Driftr
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Post by Driftr on Jul 26, 2012 9:06:20 GMT -5
Held my nose and bought the INTC for our brokerage today at 25.60. No sense having a plan if I'm not going to stick with it. Let the market correction begin...  |
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Deleted
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Post by Deleted on Jul 26, 2012 9:35:57 GMT -5
I am still holding core companies
DOW
GE
SYY
CISC bought this one with dividend proceeds from others @ 16.00 share it has very little downside
CAT
DE
DIS
PG
I am looking at two banks....but still havent pulled trigger
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texasredneck
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Post by texasredneck on Jul 27, 2012 14:08:52 GMT -5
About 12:30 Dallas time everything took off like a rocket. I know market often goes up Fridays, but I wonder if the primary dealers are front running the Fed this time because it was so sudden.
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Driftr
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Post by Driftr on Aug 9, 2012 15:59:38 GMT -5
DRIFTR Lot of confusion about what EXC dividend will be and that is probably hurting price, but it is up $1.84 a share since I bought it. My guess is that the confusion is only with those of us on the retail side and that the institutional folks already understand the impact the Chesapeake merger is going to have and decided to bail out ASAP. Hope I'm proven wrong. Wonder if anyone knew about this months ago and got out of EXC while the getting was good? I expect it was more to do with Chesapeake, but you never know... money.cnn.com/2012/08/09/news/economy/nuclear-plants-waste/index.htm?iid=HP_LN&hpt=hp_t3 |
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Aman A.K.A. Ahamburger
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Viva La Revolucion!
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Post by Aman A.K.A. Ahamburger on Aug 9, 2012 23:15:13 GMT -5
This thread is welcomed on Investing Perspectives.. Just saying..  |
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Deleted
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Post by Deleted on Aug 16, 2012 8:26:05 GMT -5
I am still holding core companies DOW GE SYY CISC bought this one with dividend proceeds from others @ 16.00 share it has very little downside CAT DE DIS PG I am looking at two banks....but still havent pulled trigger wow 75% increase in CISC dividend announced Somehow i managed to time that one pretty well What is it about a blind squirrel... I also moved some of the DE over to XOM (didnt have any energy companies) anyway good morn all |
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Driftr
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Post by Driftr on Aug 16, 2012 12:11:32 GMT -5
What banks are/were you looking at gdgyva? HCBK showed up on my radar recently due to the tasty yield. No position yet, but it's on a short list if I do decide to branch out from what we've currently got.
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Deleted
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Post by Deleted on Aug 16, 2012 13:09:00 GMT -5
BB&T
Suntrust
I dont like the big banks at all...and wouldnt buy the investment banks with other peoples money
Those are two regionals....that the loss ratio's are good, assets "seem" to be managed well, and decent dividends
Still havent bought them....i am so afraid of financials right now....but i need at least a small part of portfolio in them (or do i)
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Driftr
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Post by Driftr on Aug 16, 2012 13:09:17 GMT -5
Just put a limit order out there for my wife's IRA $ for SWY at 16 and for my IRA $ for HRB @ 16.35. I expect the safeway to hit today. Hopefully I don't let the HRB run away from me, but if it's not to be I'll find something else. Maybe a bank stock (shudder).
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Driftr
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Post by Driftr on Aug 16, 2012 13:36:06 GMT -5
BB&T Suntrust I dont like the big banks at all...and wouldnt buy the investment banks with other peoples money Those are two regionals....that the loss ratio's are good, assets "seem" to be managed well, and decent dividends Still havent bought them....i am so afraid of financials right now....but i need at least a small part of portfolio in them (or do i) Thanks. I'll give them a look-see. Looks like neither of my limits are going to fill today. That's ok. No rush. |
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Driftr
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Post by Driftr on Aug 16, 2012 15:03:00 GMT -5
Just put a limit order out there for my wife's IRA $ for SWY at 16 and for my IRA $ for HRB @ 16.35. I expect the safeway to hit today. Hopefully I don't let the HRB run away from me, but if it's not to be I'll find something else. Maybe a bank stock (shudder). Neither one filled. Maybe try again tomorrow. Or not. |
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Driftr
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Post by Driftr on Aug 17, 2012 8:39:21 GMT -5
Just put a limit order out there for my wife's IRA $ for SWY at 16 and for my IRA $ for HRB @ 16.35. I expect the safeway to hit today. Hopefully I don't let the HRB run away from me, but if it's not to be I'll find something else. Maybe a bank stock (shudder). Did the same limit orders this morning. The SWY already filled at 15.92 and seems to have ticked back up again. Got it for a bargain? |
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Driftr
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Post by Driftr on Aug 17, 2012 9:17:34 GMT -5
Guess I should have waited for the morning to settle in a bit... Still, got the # of shares I wanted for less than I expected to pay, so I'm content. And check out that P/E ratio... |
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Driftr
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Post by Driftr on Aug 20, 2012 9:29:56 GMT -5
Tried HRB again on Friday at 16.35 and it wouldn't go low enough for the order to fill.
Picked up more MCD this morning at 87.5999 instead.
Most cash in the brokerage and IRAs now 'working'. Expect a pull back before the election, so probably won't put any new money from dividends to work until November.
I did realize I haven't put up any %s of portfolio or YTD returns in quite a while, so I'll probably do that as of 8/31. If not, I'll get 9/30 stuff posted at some point.
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Aman A.K.A. Ahamburger
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Post by Aman A.K.A. Ahamburger on Aug 25, 2012 14:51:35 GMT -5
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Driftr
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Post by Driftr on Aug 31, 2012 16:19:22 GMT -5
YTD returns as of 8/31:
Our Brokerage: 6.22%
My IRA: 8.47%
Wife's IRA: 11.97%
Current holdings & % of total:
PM 11.33% 1
DVY 8.84% 2
KFT 8.73% 3
KO 8.10% 4
HNZ 6.90% 5
DUK 5.05% 6
MCD 4.85% 7
WMT 4.49% 8
GE 3.97% 9
PFE 3.69% 10
DD 3.46% 11
JNJ 3.46% 12
INTC 3.40% 13
EXC 2.55% 14
BP 2.47% 15
PGP 2.39% 16
DEX 2.26% 17
VZ 1.99% 18
CSCO 1.89% 19
MON 1.89% 20
PG 1.79% 21
COP 1.23% 22
FSC 1.14% 23
NMM 0.90% 24
SWY 0.73% 25
HI 0.56% 26
PTY 0.56% 27
PSX 0.45% 28
PMX 0.37% 29
WHX 0.27% 30
Cash 0.24% 31
FTR 0.05% 32
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Driftr
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Post by Driftr on Sept 11, 2012 17:11:04 GMT -5
We'll see. I'm not dumping what I've got, but I'm not expecting what I have will pay that full .525 after this quarter. I hope I end up being wrong. Yeah, that would suck. I'm still trying to make sense out of this encyclopedia they sent me....... It's a rare thing when I'm happy to be wrong. Dividend received 9/10/12 from EXC was back up to the .525 per share. Odd freaking company the way they handled last quarter. Oh well. Nice unexpected surprise this momth. |
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texasredneck
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Post by texasredneck on Sept 11, 2012 17:34:44 GMT -5
Seems all the utility stocks are falling like rocks and I do not understand why.
Sold my exc 9-6-12 and it continues to go down. I usually turn a stock around when I bail.
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texasredneck
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Post by texasredneck on Sept 12, 2012 9:10:41 GMT -5
Just re-entered EXC at $34.65, if dividend is not cut will yield 6.06%.
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texasredneck
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Post by texasredneck on Sept 13, 2012 15:31:31 GMT -5
Believe I have seen enough.
Out of EXC.
Out of everything except a big looser on the book for two years.
Will start taking my hickey come year end.
Should keep me tax free for three to five years.
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Deleted
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Post by Deleted on Sept 13, 2012 15:42:36 GMT -5
Drftr
I pulled trigger on STI (suntrust) last week
It was one of the two banks i told i was looking at
I also opened a position in PFE (pfizer)
Neither one is large....less than .5% of portfolio
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Driftr
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Post by Driftr on Sept 14, 2012 10:27:25 GMT -5
Drftr I pulled trigger on STI (suntrust) last week It was one of the two banks i told i was looking at I also opened a position in PFE (pfizer) Neither one is large....less than .5% of portfolio Nice timing! |
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Driftr
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Post by Driftr on Sept 28, 2012 16:51:20 GMT -5
Got a nasty surprise today while doing the quarter end review. DEX slashed the dividend it pays 27%.
Mix hasn't changed that much since August, so I'll just post YTD changes in the three portfolios:
Brokerage +8.05%
My IRA +9.74%
Wife IRA +13.52%
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Deleted
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Post by Deleted on Oct 11, 2012 9:14:47 GMT -5
Drftr
You know i sold out of all cigarette companies last year
Had a great run over the years but i see these guys eventually taking a hit
I noticed in your portfolio, that PM is number one holding
Just a suggestion....rethink that as your number one.....
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Driftr
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Post by Driftr on Oct 11, 2012 9:28:30 GMT -5
Drftr You know i sold out of all cigarette companies last year Had a great run over the years but i see these guys eventually taking a hit I noticed in your portfolio, that PM is number one holding Just a suggestion....rethink that as your number one..... Well, I haven't bought any more in over a year.  The thing just keeps running away. I'm not going to sell any stocks to re-balance anything though. The re-balancing will take place over time with the dividends earned from all the stocks in the portfolios getting put into those stocks that are currently underrepresented. If you remember, when I started this project a couple (or is it three?) years ago, my intent was to spread the retirement income out over each month of the year. That resulted in an initial purchase of PM (and others) that was arguably too large because I was struggling to find dividend payers in the 1st month of each quarter. I think it was about a year ago that wxyz questioned that strategy. I had a long think on it and decided that accumulating dividends & treasury interest for a quarter and then living off that for the next three months was something my wife and I could easily accomplish given our anality. It will take many years' worth of dividends to get the %'s in line (longer if PM keeps running away). But that's the plan. |
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Driftr
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Post by Driftr on Oct 31, 2012 11:41:56 GMT -5
I'll try to get an update done after the closing bell and before I leave for work today if time allows.
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Driftr
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Post by Driftr on Oct 31, 2012 15:14:48 GMT -5
MTD change in total value for the two IRAs and the brokerage was -0.79%.
Cash went from 0.62% to 1.11%. So the stocks did worse, which is actually better in my book for the next 7 years or so as long as the dividend payouts stay at or above where they currently sit.
Probably do another quick summary end of November and more details after year end. Somewhere in all this I'll probably get that 1.11% of cash working. Likely after the election though.
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