Types of stocks covered include dividend stocks, growth stocks, and value stocks. Large-cap, Mid-cap, and small-cap.
About Ingles Grocery: Ingles is a grocery store chain in the South Eastern United States. I used to shop there years ago; however, my local store closed down about 8 years ago and now there isn’t one near me. They used to have some really great Country Ham (ok, I know this is about stocks, …
What is a Limit Order? Suppose you see the price of a stock on the market listed as $24. Then you place an order to buy 20 shares, except, after the order goes through you notice you paid $24.72. That’s 3% more than expected, what happened? This sort of thing is prevented if you use …
Today I’m covering 7 of the best websites for stock research. I’ve personally used each of these in various forms for my own stock research. There are so many financial websites out there, it’s easy to get lost on where to begin. All of these sites are FREE. Most do offer a paid service if …
Comparing Total Market ETF’s Today we’re going to look at two of the most popular TOTAL MARKET ETF’s, ITOT and VTI. I’ll preface by stating I own ITOT in my Traditional IRA account; here’s a prior blog where I talked about it: ITOT ETF I also own VTSAX (Vanguard’s Total Market mutual fund) in my …
During this turbulent time, one question on investor’s minds is- “Will the stock market crash?” Of course it will, at some point; however, the timeline, no one knows. It could be two weeks from now or three years from now. When people question what seems like an inevitable crash, common robotic-like answers are: -You can’t …
Stock Investing Tips and Mistakes I learned from Chasing Dividends: Do not chase DIVIDENDS. You will Under perform the market. Look at the following ETF’s-ITOT vs NOBL vs DGRO. You will find that taking on the additional risk of a concentrated dividend portfolio did not provide you with any additional rewards this year. The more …
Here are my DIVIDENDS for the month of May. If you’d like to compare to last month, here you go: First up is my BROKERAGE account, here they are: Putnam Municipal Income Closed End Fund paid me 0.13 cents. Ha, if you haven’t seen my post before, I bought into this over a year ago …
So, over the last month I’ve been doing more SWING TRADING. What is SWING TRADING? Swing trading is when you specifically buy a stock with the intention of selling it shortly thereafter. Hold times can be a few days to a few weeks. Home Depot (in my IRA): I bought this 3/16 through 3/20 and …
1)Buy and Hold is a great strategy but not ALWAYS the best strategy. I have had serious winners (up 30%) turn to losers (down 30%) in a hurry. I held on because I believed in buy and hold. Meanwhile, I would have been better off to take some off the table. I ALWAYS take a …
While I said I was working on REDUCING positions, I managed to INCREASE positions. I guess the deals got too good. I started a small position in HOME DEPOT. I do feel it can go a little lower here but Home Depot will be fine long-term and I thought it was a good chance to …
Ok, it is that time again. Time to look at my dividend returns for the month. Let me start off by saying I got 33.9% more dividend income this quarter than I did 3 quarters ago (same companies reporting). I went from $76. 32 to $102.19; I’m certainly pleased. Here are the six sources of …
Wal-mart is one of those stocks that’s often recommended as a Recession-proof stock. It’s also often recommended for a Dividend Stock portfolio. However, I’m going to go against the tide and say at this current price and valuation, I can’t recommend this stock. Why I don’t like Wal-mart stock DECLINING TOTAL SHAREHOLDER EQUITY 2017-77,798,000; 2018-77,869,000; …
I recently began supercharging my portfolio with more growth and tech stocks. Fortinet had an earnings report today. How did it do? Fortinet beat earnings and revenue. A 21% increase in revenue year over year here. Earnings of .76 vs. .59 from this quarter a year ago. So, that is looking pretty awesome here. Gross …
Growth Stock Updates-Fortinet, Genpact, and Mimecast Read More »
In efforts to supercharge my portfolio with some growth stocks I recently added Fortinet to the lineup: Fortinet is a Cybersecurity company with some nice fundamentals. They do the usual firewall security stuff; however, one of their hot-ticket items is SD-WAN (Software-defined wide Area Networks). They have even surpassed Cisco with sales in SD-WAN. Their …
Personally, I’m pleased with the new NFLX report. I don’t think NFLX was as affected by the other streaming services as they thought they would be. I also think it shows the possibilities of international growth for Netflix in the future. Just today, we got an announcement that there is going to be a Witcher …
Okay, it’s that time again. My January Dividend Report along with some notes on Dividends: Brokerage Account AEO $22.96 PMM (Putnam Municipal CEF) $7.36 SNDR $3.30 Macy’s $4.53 Eastman Chemicals $33 Quest Diagnostics $4.08 Leggett and Platt $14 Total = $89.23. If we look at three months back ago (same companies last report) we see …
As you can see above, the price has run away from the earnings. Oddly enough, back in Q1 of 2019 we saw the opposite, EPS ran away from the share price. It’s like Apple stock is lagging it’s earnings a couple of quarters. Q1 it was undervalued and now overvalued on an earnings perspective. 4.14% …
Lately, I’ve been discussing TOTAL RETURN a lot. Many young dividend investors chase high yielding investments without considering TOTAL RETURN. However, your goal is to have a larger and larger number in your account at the end of this game for retirement, so you not only want dividends, you want growth and large price appreciation …
I started the first week of 2020 by buying more Netflix and Akamai. I want to increase tech/growth exposure in my portfolio going forward. What have I sold? I sold all of my Kroger in my IRA for around 17-18% profit, I sold all of my shares of 3M for about a 5% gain, Verizon …
First and foremost, I want to say that 2019 was a great year in investing for me. It marked my first year of really being an active investor. Previously, most of my investing choices were index funds. POSITIVES?-Increased my Cash Flow/Dividends tremendously -ROTH IRA which was three index funds was up 30%, Traditional IRA was …
It is that time again, time for another DIVIDEND STOCK REPORT. Putnam $7.36 General Mills $10.29 Darden Restaurants $7.04 Ennis $28.13 Kaiser Aluminum $3.00 Eaton Vance $18.75 Cash Interest $0.75 TOTAL $75.32 Now, let’s compare where this particular quarter’s income was previously. Three quarters ago, I was sitting at a total DIVIDEND INCOME of $56.06 …
This week I finally got the opportunity to sell some of my Fidelity Health Care Services Mutual Fund for a profit. I’ve been holding this for over a year and it’s been a poor performer until recently. What were the mistakes I made with this stock? 1)Inside my IRA, I bought too much of it …
Correcting Beginner Investing Mistakes, Dividend Stocks & Netflix Read More »
Top 3 Stock Research Websites Here are some of my favorite stock research websites I visit to see what the big guys are buying and selling: MARKETBEAT First and Foremost there is Marketbeat.com. This website has a lot of stuff but I look for the institutional buying section and see if there have been inflows …
Six Flags I began purchasing Six Flags on October 24th. I purchased three times and now I am up a total of 3.10%. Volumes have been increasing but there have also been some VERY obvious manipulation attempts to the stock. So, we will see what the larger institutions do with this one. It is still …
I will start by saying this is one of the best books I’ve ever read on investing. It’s written by Bruce Miller, who is a Certified Financial Planner. Unlike many investment books, he never gets wordy or uses overly technical jargon. His manner of writing is extremely clear and the order of the layout is …
Investment Book Review-Retirement Investing for Income only! Read More »
In the video below, I go through how to use Fidelity’s Stock Screener. I make extensive use of the resources on Fidelity’s website. The stock screener at Fidelity greatly helps me reduce the amount of stocks to research-it allows me to zero in on particular strategies. Those strategies might include dividends, growth, or even stocks …
When you get into DIVIDEND INVESTING, you’ll run across a term called PAYOUT RATIO. To properly evaluate a companies ability to continue paying its dividend, you must learn what this means. Essentially, payout ratio tells you how much of a companies earnings are paid out to its shareholders. Visualize a pie. If the company gives …
What does Ryman Hospitality do? They own four upscale resorts, entertainment venues such as the Grand Ole Opry, as well as media like AM 650 based out of Nashville The Hospitality sector includes the Gaylord Opryland Resort & Convention Center in Nashville, Tn; Gaylord Palms Resort in Florida, the Gaylord Texan Resort and Gaylord Rockies …