Tuesday, January 13, 2015

Weekly Sharebuilder Purchases



Here are my automatic investments for this week.

  • RDS-b: 3.09 shares @ $64.79 --- Yield  5.80%
  • GE:  8.29 shares @ $24.12 --- Yield  3.81%
  • IBM: 1.25 shares @ $159.47 --- Yield  2.76%

Total capital invested is $600 ($200 in each company). The combined yield on these purchases is 4.12% and this will add $24.74 to my yearly dividends.

Originally I was going to only add to my energy holdings, but I decided to add to GE and IBM on recent weakness.

Stocks on my radar for next week: Honestly I have no idea right now. Some days I think about just buying T, PG, KO, XOM, and JNJ and not making a change for the entire year. Recently I may be over-analyzing things a bit and maybe just adding to these five companies indefinitely would be the best idea.

Another idea I had was to just add to the small dogs periodically. This strategy typically finds undervalued companies with excellent starting yields. Unfortunately the telecoms (T, VZ) usually comprise one or two slots. Last year the members included T,  INTC, GE, CSCO, and PFE.

In 2014 I added a lot of capital early last year using this strategy and the results were very impressive. The only downside is that I have fairly large positions in most of these companies. I should also note that all five companies raised their dividends during the year.

If all else fails, I can always get the dart board out of the attic.

23 comments:

  1. It is really hard to pick sometimes. (first world problem)

    this Friday i will be buying NOV. I would like to also add CAT, HP, TD, GE, CVX, XOM, and BBL right now.

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    1. FFdividend,

      I was looking a NOV and HP recently, but I am trying not to get too overloaded in energy. The other companies you mentioned are continuously on my radar.

      MDP

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  2. When did you start investing in dividend companies, and what is your criteria for picking them and evaluating them overall?

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    1. Scott,

      Thanks for stopping by and the questions. I started my investing for income strategy in early 2012 buy investing monthly into CAIBX as well as AHITX (a high yield bond fund). While I have purchased stocks that pay a dividend over the past 15 years, I bought the stocks for appreciation not income.

      It is probably not a good idea to say this, but I really don't have a set strategy and don't rely on technical or fundamental criteria like most professionals do. First of all I love DJIA components and I really love out of favor/high yielding components like the dogs of the dow that I mentioned in my post.

      I also love buying companies that have experienced pullback due to severe disruptions. Some examples are buying MSFT last summer after a earnings miss and an 11% daily drop. Other examples include buying shares of TGT late last year after the security breach which left the share price in the 50s. A couple of other examples include GM after the massive recall and buying REITS like DLR and HCP when the 10 year bond yield climbed from 1.35% to 3%,

      Recently I have been buying oil companies after the massive and swift price declines. Quite honestly I didn't expect the magnitude of the collapse and thus purchased shares of many oil companies too early. You can't win them all as they say.

      Anyway I hope this answers your question. In short I try to find companies that everyone hates and buy them at discounts. One final example is buying CAG last year after a huge earnings miss in the high 20-low 30s. It now is in the mid 30s.

      MDP

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    2. That is very helpful. I do have another question. Where do you do you research to find out who is out a favor?

      Delete
    3. Scott,

      There is no one answer to this question. I get a lot of information from Seeking Alpha and check on various companies that I earmark for potential purchases. I also have access to CNBC during the day which helps me keep track of earnings reports and important company news.

      MDP

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    4. Scott, if you follow the news a bit you'll see that oil has gone well down in price lately. This means that oil companies are cheap right now. BUT it means they might not be making so much money because they can't sell so high anymore... so you have to make judgements as to whether something is good value or not based on lots of criteria.

      May I recommend you read the little book of value investing... and similarly anything you can find on value investing.

      Delete
  3. Great buys as usual. Love that you picked up some RDS-B shares.

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    1. Tawcan,

      Thanks for the comment and I despite many wounds will continue to buy energy companies.

      MDP

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  4. MDP,

    You've been killing it now for a while. Energy is pretty weak right now, but as you said all 5 of your prime positions are also really nice stocks. Hard to go wrong with any of them with your continued spread play.

    In a few years your wounds right now will appear to be brilliant moves.

    - Dividend Gremlin

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    Replies
    1. DG,

      I sure hope you are correct. I am counting on the purchases to pay of for many years down the road.

      MDP

      Delete
  5. Wow MDP you're on a roll! Solid purchases. I wish i would have waited on buying RDS-B last month cause the price has dropped almost $8 a share. Who knows how low energy stocks will go.

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    1. DFD,

      It is very hard to predict what will happen in the short run with oil prices. This is why I average in over weeks and months. I literally have bought RDS from the low 60s to the low 80s over the past year.

      MDP

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  6. MDP,

    Solid buys. I think they're all good values here right now, particularly IBM. I'm excited to see what the next couple of years look like for IBM. I believe they're making the right moves, so organic growth within the next couple years should start to materialize.

    Best regards!

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    Replies
    1. DM,

      Thanks for the info. IBM has been working its way through some tough times for the past couple of years, but I too am confident in its future prospects. You can't keep Big Blue down forever. This lion will roar once again!

      MDP

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  7. MDP,

    I see you haven't slowed with the oil, I like it I like it. I may buy some big blue soon, to add to my position.

    I'm wondering if you made any big moves today. This busy season has been killing me and I'm not that aware of the market prices outside of the occasional two second break. Wonder if this will be my last one for a public accounting firm...

    Regardless - congrats on the purchase, great pick up in income!

    -Lanny

    ReplyDelete
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    1. Lanny,

      I came real close to buying either more BBL or GE yesterday, but in the end I decided to hold off since I bought quite a bit of TD on Monday.

      Public accounting from what I understand is usually a 3-4 year tour of duty from what many of my friends tell me. Usually accountants pay their dues and go on to work for a private sector firm as controllers, finance directors, consultants, etc. Is that what your plan is?

      MDP

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  8. Great purchases MDP. I have been building positions in BBL and JNJ for a few weeks now. IBM is on my list, but don't want to it yet since Tech sector is already high on my portfolio. Oil stocks continue to be attractive and not sure when the bleeding will stop.

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    1. DGJ,

      I don't know when the bleeding will stop either. There have been massive swings in both directions recently so hopefully that is a bottoming process. Anyway I like your BBL and JNJ purchases.

      MDP

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  9. I'm loving the RDSB too. I might pick some more up next Friday!

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    1. TV,

      RDS-b is a great company and an insane value right now! Good luck with your share purchase next week.

      MDP

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  10. Glad to see you pick up some more GE. Every week you pickin stuff up!

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    1. AG,

      Yeah GE has been hit pretty hard recently. I have to keep adding pieces to the pipeline every week.

      MDP

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