+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33)
+--- Thread: What I Am Buying Today. (/showthread.php?tid=2014)
Pages:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
RE: What I Am Buying Today. - divmenow - 10-13-2021
Yesterday added JNJ, ROK and TROW
Today added to V, MTB and CI
New positions in CRSP (10 year long term hold) I believe in the data and future . We shall see lol
Sold HII and trimmed MCD
BTW Haven't looked in a while but the entire cannabis companies have been crushed the last few months.
CAT and VZ on my watch list
RE: What I Am Buying Today. - Mr1share - 10-13-2021
(10-13-2021, 12:25 PM)divmenow Wrote: Yesterday added JNJ, ROK and TROW
Today added to V, MTB and CI
New positions in CRSP (10 year long term hold) I believe in the data and future . We shall see lol
Sold HII and trimmed MCD
BTW Haven't looked in a while but the entire cannabis companies have been crushed the last few months.
CAT and VZ on my watch list
Nice buys.
CAT is interesting. It moved in anticipation of the bill. Its come back down a lot since then.
I did add some QCOM, HAS and TGT
RE: What I Am Buying Today. - fenders53 - 10-13-2021
(10-13-2021, 02:18 PM)Mr1share Wrote:CAT is a swing trade here. I suspect that is what Divemenow would do if he bought it. I like the company, and have a number of friends that work there. They say things are pretty good but it is DEEPLY cyclical. OK for an add to a long term port but I see no margin of safety. It ran way too high in a hurry. It's about as expensive as CAT ever gets. The infrastructure package is spread out over a lot of years if/when it passes. Commodities staying high may be more important as mining customers are big biz. In case I sound like Mister know-it-all I bought it at about 125 and had it all dumped by 165 so I am not so smart. I did something similar with TGT. I am really hoping for HAS to pullback so I can add. From everything I read their supply chain is strong. Christmas is important and they may run out of certain popular toys but they will be OK enough.(10-13-2021, 12:25 PM)divmenow Wrote: Yesterday added JNJ, ROK and TROW
Today added to V, MTB and CI
New positions in CRSP (10 year long term hold) I believe in the data and future . We shall see lol
Sold HII and trimmed MCD
BTW Haven't looked in a while but the entire cannabis companies have been crushed the last few months.
CAT and VZ on my watch list
Nice buys.
CAT is interesting. It moved in anticipation of the bill. Its come back down a lot since then.
I did add some QCOM, HAS and TGT
Selling a few index options again today as the old ones expire.
RE: What I Am Buying Today. - divmenow - 10-13-2021
(10-13-2021, 02:40 PM)fenders53 Wrote:(10-13-2021, 02:18 PM)Mr1share Wrote:CAT is a swing trade here. I suspect that is what Divemenow would do if he bought it. I like the company, and have a number of friends that work there. They say things are pretty good but it is DEEPLY cyclical. OK for an add to a long term port but I see no margin of safety. It ran way too high in a hurry. It's about as expensive as CAT ever gets. The infrastructure package is spread out over a lot of years if/when it passes. Commodities staying high may be more important as mining customers are big biz. In case I sound like Mister know-it-all I bought it at about 125 and had it all dumped by 165 so I am not so smart. I did something similar with TGT. I am really hoping for HAS to pullback so I can add. From everything I read their supply chain is strong. Christmas is important and they may run out of certain popular toys but they will be OK enough.(10-13-2021, 12:25 PM)divmenow Wrote: Yesterday added JNJ, ROK and TROW
Today added to V, MTB and CI
New positions in CRSP (10 year long term hold) I believe in the data and future . We shall see lol
Sold HII and trimmed MCD
BTW Haven't looked in a while but the entire cannabis companies have been crushed the last few months.
CAT and VZ on my watch list
Nice buys.
CAT is interesting. It moved in anticipation of the bill. Its come back down a lot since then.
I did add some QCOM, HAS and TGT
Selling a few index options again today as the old ones expire.
Swing trade yes. I don't consider CAT a long term hold at these levels. I bought most of mine in the $75-$85 level . But in my trading account at the right price I can see making a 10-20 point pop.
Historically CAT has traded in a range of 132 to as low as 13 since 2017. But its growth is a heck of a lot better then it was a few years back when it traded lower. Were at a PE of 23 and trailing 21 now which isn't as expensive as you think. Its growing at a clip of 52% which of course may not be duplicated. The high PE this year was 42.69. To me it does represent value at current levels
RE: What I Am Buying Today. - fenders53 - 10-13-2021
(10-13-2021, 05:58 PM)divmenow Wrote:CAT is a great company, and then their earnings will be cut in half and we wait. I think a couple years of good are coming. I'll let you know after I scan the 2000 page bill that isn't written in specifics yet. Deere was really no different until the stars aligned. You gotta buy some of your shares really cheap for a longterm hold.(10-13-2021, 02:40 PM)fenders53 Wrote:(10-13-2021, 02:18 PM)Mr1share Wrote:CAT is a swing trade here. I suspect that is what Divemenow would do if he bought it. I like the company, and have a number of friends that work there. They say things are pretty good but it is DEEPLY cyclical. OK for an add to a long term port but I see no margin of safety. It ran way too high in a hurry. It's about as expensive as CAT ever gets. The infrastructure package is spread out over a lot of years if/when it passes. Commodities staying high may be more important as mining customers are big biz. In case I sound like Mister know-it-all I bought it at about 125 and had it all dumped by 165 so I am not so smart. I did something similar with TGT. I am really hoping for HAS to pullback so I can add. From everything I read their supply chain is strong. Christmas is important and they may run out of certain popular toys but they will be OK enough.(10-13-2021, 12:25 PM)divmenow Wrote: Yesterday added JNJ, ROK and TROW
Today added to V, MTB and CI
New positions in CRSP (10 year long term hold) I believe in the data and future . We shall see lol
Sold HII and trimmed MCD
BTW Haven't looked in a while but the entire cannabis companies have been crushed the last few months.
CAT and VZ on my watch list
Nice buys.
CAT is interesting. It moved in anticipation of the bill. Its come back down a lot since then.
I did add some QCOM, HAS and TGT
Selling a few index options again today as the old ones expire.
Swing trade yes. I don't consider CAT a long term hold at these levels. I bought most of mine in the $75-$85 level . But in my trading account at the right price I can see making a 10-20 point pop.
Historically CAT has traded in a range of 132 to as low as 13 since 2017. But its growth is a heck of a lot better then it was a few years back when it traded lower. Were at a PE of 23 and trailing 21 now which isn't as expensive as you think. Its growing at a clip of 52% which of course may not be duplicated. The high PE this year was 42.69. To me it does represent value at current levels
RE: What I Am Buying Today. - crimsonghost747 - 10-14-2021
From what I can remember CAT also has a pretty big exposure to construction in China? That could explain it getting dragged down due to all the worry around Chinese real estate. It's not in the news anymore, but Evergrande is apparently still going belly-up, several smaller developers have already declared bankruptcy. (I have no idea if this is common or not, this could very well be normal and not a sign of things about to turn sour)
RE: What I Am Buying Today. - fenders53 - 10-14-2021
CAT is very diverse but construction is about 35-40% of their game. Mining maybe 20%. If China and US infrastructure is booming they will flourish. 2022 REVS estimated are supposed to be the same as 2019 so shares much higher than here is debatable. Valuation anyway. The stock could blow past 250 again of course. Some day it will probably be sub 150 again and look better for a hold. I need a yield to hold it through 5 years of flat. A DE strike would be a catalyst but I think that would be brief. EDIT: DE did strike for the first time since 86.
RE: What I Am Buying Today. - divmenow - 10-14-2021
Lightened up today in my trade account on a lot of names and with proceeds added to CI in my retirement account. CI Quickly becoming a top 5 holding lol
Sold out of nearly all my oil today. I was never in into it expecting big gains so fast after getting in 12 months ago. I took my gains and wont be coming back to oil gets back to $60 lol
CTAS just continues to hit new highs
BAC nice day as well and new high
Got some cash to spend but will hold onto to it until things come back down from the nosebleed section today lol
RE: What I Am Buying Today. - vbin - 10-14-2021
(10-14-2021, 03:25 PM)divmenow Wrote: Lightened up today in my trade account on a lot of names and with proceeds added to CI in my retirement account. CI Quickly becoming a top 5 holding lolCI is great stock and undervalued right now.
Sold out of nearly all my oil today. I was never in into it expecting big gains so fast after getting in 12 months ago. I took my gains and wont be coming back to oil gets back to $60 lol
CTAS just continues to hit new highs
BAC nice day as well and new high
Got some cash to spend but will hold onto to it until things come back down from the nosebleed section today lol
RE: What I Am Buying Today. - MrFortune - 10-15-2021
Added FB, TSM, BMY and JNJ
What I Am Buying Today. - vbin - 10-15-2021
Sold some puts in oxy and bought calls.
RE: What I Am Buying Today. - fenders53 - 10-15-2021
Still reducing the number of tickers in my port before I retire. Trying to stay with high conviction plays and the rest in index ETFs. Sold most of my tobacco today while I still had a good profit. Dumped some of my small positions. Getting close to where I want to be and my yield traps are all gone now. I can always add more tickers if that happens in the course of selling puts. More cash then I have ever had but I am sitting on a nice lead for 2021 and I'll find a home for it soon enough.