Tuesday, May 26, 2015

Weekly Sharebuilder Purchases



Houston is a mess today! At least the multi-year drought should be over. :-)


Here are my automatic investments for this week.

  • SO:  5.83 shares @ $42.88 --- Yield  5.06%
  • XOM:  2.92 shares @ $85.69 --- Yield  3.41%
  • WMT:  3.32 shares @ $75.34 --- Yield  2.60%

Total capital invested is $750 ($250 in each company). The combined yield of these purchases is 3.69% and will add $27.67 to my yearly dividends.


Also, here is the purchase from last week (5/19).

  • JNJ:  1.96 shares @ $103.76 --- Yield  2.89%   ($5.78 added to my yearly dividends.)

Well I really enjoyed getting out of the hamster wheel for a week and spending time with my extended family. I don't take much time off from work, so when I do I really appreciate decompressing and just living. Right now I am back at work, full throttle ready to make and invest money to continue building my own dreams!

It looks like I got a break today with the markets retreating a bit. Energy, utilities, REITs, and bonds are looking very interesting to me right now.

I just noticed Shell is close to $60 a share. I may make a larger purchase today.

Companies on my radar for next week include RDS-b, BBL, XOM, BP, CVX, SO, WMT, GM and PM.

DEFY MEDIOCRITY

12 comments:

  1. Hey MDP,
    Just wondering what your expectations are for the South32 demerger from BBL. You planning on holding SOUHV or reselling into something else? I've read elsewhere that SOUHV will plan a payout ratio of 40%, which would mean a yield of only about 2%.

    Thanks.

    ReplyDelete
    Replies
    1. Eric,

      I don't plan on selling BBL or South32. The yield may be low, but I have plenty of high yield high payout ratio companies already. :-) It would be nice to see oil prices continue to recover. I think it is going to be a bit rocky for companies like BBL as well as the other oil companies I listed above. That doesn't mean I will avoid them. To the contrary, I typically accumulate unloved "scary" types of companies. This strategy is certainly not for everyone.

      MDP

      Delete
  2. hey MDP,
    I am looking at rds.b too, what do u think about their dividend? is it safe ?

    ReplyDelete
    Replies
    1. Anonymous,

      An oil company with a 6% dividend yield and low oil prices is NOT "safe". With that said, deep value opportunities do not come with pretty red bows and "Buy Me" tags on them.

      MDP

      Delete
  3. Just added XOM today as well, if I were to pick one energy company it would be XOM.

    ReplyDelete
    Replies
    1. FFF,

      Without a doubt Exxon is the best of the group. I should probably stick with them.

      MDP

      Delete
  4. MDP,
    Man those floods do suck. Hopefully though they do remedy the water resource situation that is throughout that area - though the Pacific coast probably needs it more. I like the continued XOM and SO position growth. I am eyeing several stocks for my next large purchase and XOM is among the others - UNP, NSC, TROW, and BEN (top of my list for now).

    Glad to hear you enjoyed some good time off,
    Gremlin

    ReplyDelete
    Replies
    1. DG,

      The rivers and bayous are flooding like crazy down here. Tragically there have been several deaths in Texas and Oklahoma. I haven't seen rain since yesterday morning and hope that it stays dry for a few days at least. UNP is looking interesting as well as NSC. I may initiate a position in one of those two next week.

      MDP

      Delete
  5. Nice buys. WMT is at a good price to add more shares. Keep up the good work!

    ReplyDelete
    Replies
    1. DD,

      I agree with you about Walmart. I will continue to build my position. Thanks for stopping by!

      MDP

      Delete
  6. Nice additions with SO and JNJ my fav picks. I think we'll get much better buying opportunities for the REITs going forward. While I may pick up some in the near term I just know that there will be a knee jerk reaction after Fed rates rise bringing the REITs down and that's when I'm sure every DGI out there will be backing up the truck. Similar to what happened with oil. Thanks for sharing.

    ReplyDelete
    Replies
    1. DivHut,

      The REIT action reminds me of the fall of 2013. They have been getting hit pretty hard and I will add a bit here and there. I don't want too much REIT exposure. JNJ really looks good like you mentioned.

      MDP

      Delete