Friday, November 4, 2016

Recent Buy --- TIS & KMB


Today I add to my TIS position and initiated a position in KMB.






  • TIS:  75 shares @ $24.30 --- Yield  5.76%
  • KMB:  20 shares @ $112.37 --- Yield  3.27%

Total capital invested is $4083.80 and the combined yield is 4.37%. These purchases will add an additional $178.60.

It's nice to see some defensive names finally coming back to more reasonable levels. In addition to above companies, I am closely watching SBUX, NKE, DEO, ABBV, VZ, T, CLX, MCD, OHI, and HCP even after the dividend cut.

Speaking of the HCP dividend cut, my forward dividends are now $4350.

DEFY MEDIOCRITY

14 comments:

  1. I have started to see KMB pop up on other blogs in recent days. I haven't looked at that stock in a while but now seeing its yield, PE and payout ratio all very much at reasonable levels the stock is looking attractive once again and it's in a sector I like the most. We'll see how HCP behaves going forward. I think between the new HCP dividend and the expected QCP dividend both will equal more or less the former HCP dividend yield.

    ReplyDelete
    Replies
    1. DivHut,

      I agree KMB does seem to be more popular recently and in my opinion is a better value with PG, although I would love to own PG as well.

      As far as HCP goes, I received my QCP shares yesterday and only received about 41 shares valued around $600. Conversely it looks as though I am going to lose about $160 in yearly HCP dividends. I think it will take quite a while for the two companies to replace the lost income.

      MDP

      Delete
  2. looks like TIS is on its way to become flavor of the month.

    ReplyDelete
    Replies
    1. Desidividend,

      We'll see. It's a very small company with no dividend growth. The value and yield look very appealing however. I'll nibble at it, but it will never be a core holding.

      MDP

      Delete
  3. MDP -

    I think with HCP we will be OK, I am looking forward to seeing the production of the new REIT.

    Also - DAYUM!!! Adding almost $200 in one swoop, you asshole. I'm going to have to mash over the $8K mark before the end of the year, you'll be burning past me in no time. haha.

    -Lanny

    ReplyDelete
  4. Lanny,

    You better get your ass moving! I'm coming for you!! LOl I certainly hope you are correct about HCP. I actually may add some more shares now that it's back down in the $20s. PFE in the high $20s looks pretty good as well. Lots of value out there despite a market that is not giving in much.

    MDP

    ReplyDelete
  5. Nice pick up. We also picked up more shares in TIS recently as well. You got a slightly better deal though. ;)

    Thanks for sharing. Best wishes my friend. AFFJ

    ReplyDelete
    Replies
    1. AFFJ,

      I saw your purchase. Uncanny! I know the growth is non existent, but barring a cut I like the yield.

      MDP

      Delete
  6. KMB is definitely looking a lot more attractive here. I'm keeping a close eye on NKE as well just like you. All the other names you mentioned look good too but I think NKE and even some other apparel companies like VFC are starting to look appealing.

    ReplyDelete
    Replies
    1. TITMB,

      I'm close with Nike, but I'd love to see the mid 40s. It probably won't reach that level unfortunately. I'm having the same probably with SBUX. It just won't fall below 50.

      MDP

      Delete
  7. Interesting buys. I agree with the others, KMB has been a silent one lately. I need to do a little research, I've wanted to own it but it was pricey in the past. As for TIS, I owned it for a year but sold out earlier this year. The lack of dividend growth and the high payout ratio were my reasons for putting my money elsewhere. I enjoyed the dividend though ;-).

    ReplyDelete
  8. IH,

    I too used to own TIS and sold out of it a year ago when it was around 30. I has been in free fall mode the last couple of months so I decided to nibble a bit.

    KMB to me looks like a good alternative/complement to PG. They yield the same, but KMB seems to be discounted more as you would expect.

    MDP

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  9. I have actually not seen much regarding KMB lately and I was wondering as I was watching the price come down. What's going on with them? Any insight?

    ReplyDelete
    Replies
    1. Kelly,

      Flat YOY earnings and a slight revenue decline combined with a lowered yearly outlook has been taken its toll on KMB. Like sheep, the analysts have been lowering their price targets as well.

      The price has dropped about $25 since mid summer, so I decided to start a small position.

      MDP

      Delete