Tuesday, April 25, 2017

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

Monday, April 17, 2017

SO raises dividend 3.57% --- New yield is 4.66%




Today SO announced that it will increase its quarterly dividend from $.56 to $.58. This represents a 3.57% increase and the new yield is 4.66%. This is a pretty impressive raise from a high yielding utility. SO is definitely back on my radar screen after this!!

The ex-dividend date is May 11th and the pay date is June 6th.

Since I currently own 92.64 shares, my yearly dividends will increase by $7.41.


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

Total yearly dividend increase is $89.19

DEFY MEDIOCRITY