09-27-2015, 03:30 PM
I am changing jobs, so I have decided to use this opportunity to transfer all my 401Ks to an IRA. I dislike 401Ks due to their high fees and limited fund choices. With the new IRA, I will be able to have a dividend stock portfolio based on my investment method.
All stocks on my shortlist that are at or below fair value will be funded. These include, AJG, CBU, CSCO, CSX, DOW, EMR, INTC, IP, JNJ, MMM, MRK, NSC, NUE, ORI, T, TUP, UNP, VZ, ALE, AVA, SO, CPT, HCP, MAA, STAG, VTR.
Items on my shortlist that are currently above fair value will not be funded, including GIS, KMB, PG, SYY, WEC, WM, O, PPS.
There is no doubt disagreement on the value of stocks and what stocks I have included in my shortlist. The most notable is the lack energy stocks, which I have stated in other threads that I believe the price of oil will increase but I am skeptical that the earnings will also increase.
All stocks on my shortlist that are at or below fair value will be funded. These include, AJG, CBU, CSCO, CSX, DOW, EMR, INTC, IP, JNJ, MMM, MRK, NSC, NUE, ORI, T, TUP, UNP, VZ, ALE, AVA, SO, CPT, HCP, MAA, STAG, VTR.
Items on my shortlist that are currently above fair value will not be funded, including GIS, KMB, PG, SYY, WEC, WM, O, PPS.
There is no doubt disagreement on the value of stocks and what stocks I have included in my shortlist. The most notable is the lack energy stocks, which I have stated in other threads that I believe the price of oil will increase but I am skeptical that the earnings will also increase.