Trimming My Watchlist

If you are a reasonably active investor, you probably have a watchlist. And if you are anything like me, that watchlist has grown over time. At this point in my investing career it’s time to trim my watchlist some. This will be an active exercise of that process. My reasons are numerous; I am going to focus on my better ideas and “average” ideas are probably better in a diversified…

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August Transactions So Far

August has seen a bit of turbulence in the markets. The Fed cut the benchmark rate 25 basis points at the end of July and we’ve begun seeing a tad of a correction. I am very slowly looking to take advantage if we start seeing a real correction. Last December I was disappointed not having enough dry powder as they say. Summary Ticker Date Shares Price Income MMM 8/14/2019 10…

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June Transactions So Far

I had a reader request a few weeks ago to try and give a heads up when I make transactions. Typically my transactions are on a month lag until I write my portfolio review article. I am trying to get ahead of that and provide some insight as to what I’ve been up to so far in June. Buys Ticker Name Shares Yield Income (Yr) SDIV Global X SuperDividend ETF…

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Added To Simon Property Group

Simon Property Group (SPG) is a global leader in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE:SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales. To begin with, there has been a constant drum beat about the death of retail and the death…

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Take a Bite From This Apple (No, Not That Apple)

As part of my goals for this year, every interesting stock idea must successfully pass through my investing framework. This is a series of qualifications on both an individual and portfolio level. The first company under that lens is Apple Hospitality (APLE). Apple Hospitality is a real estate company that owns a portfolio of hotels across the United States. You may not realize it but the companies that operate hotels…

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W.P. Carey Added To The Portfolio

Summary I bought shares of W.P. Carey after reading some convincing analysis The stock is trading below it’s historical P/AFFO level Currently sports a 6.2% dividend yield that may grow substantially in the next few years Introduction   W.P. Carey is a triple net lease REIT that I recently added to my portfolio.  Per investopedia, A triple net lease is a lease agreement that designates the lessee, which is the…

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J.M. Smucker Added To The Portfolio

jm smucker logo

Summary I bought shares of J.M. Smucker after liking what I saw with a deeper analysis The stock is trading near it’s 52 week low and at a fair value based on adjusted earnings The dividend will be increased soon, ballpark may be around 8% The dividend has room to grow, a current yield slightly better than the S&P Introduction I like to give the TL;DR (too long, didn’t read)…

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