Friday, December 4, 2015

Collection of RECENT BUYS (November 2015 Summary)

Since I began investing in dividend stocks approximately two years ago I've been keeping a personal log of what other dividend bloggers and dividend investors are buying.  Until now, I've just done it for my own personal knowledge and it has proven to be a great resource I use when I have no idea what I should buy. 

The collection essentially highlights the Recent Buys I have discovered throughout the dividend blog community. I always like to see what others are buying.  And with this collection, one can easily see all the buys in one centralized source. I Hope everyone has found it to be a great resource!

In case you just want a quick summary of what everyone has been buying this past month, below is a chart that depicts just that! :)
(The chart and table above only includes companies with more than 3 buys)

During the month of October, a total of 106 buys were found throughout the DGI community.  This was 20 more buys than last month. It's certainly nice to see more value buys out there and as a result the DGI community being more active this past month.  
To summarize the past month, out of a total of 106 buys found around the DGI community, a total of 64 companies were purchased, with 16 companies bought more than once.  From the buys collected, DGI investors picked up a stock  that was not purchased by others 75.0% of the time.  Last month, the difference was 68.6%. Great to see the diversity among the DGI community as it helps opens our eyes to some companies that may not otherwise be on our radar.    
The most popular company this past month was HCP, Inc (HCP)which was purchased by 9 different investors throughout the DGI community. Last month, HCP was only purchased by one DGI blogger.
In second place was Kinder Morgan, Inc (KMI), which was purchased by 7 different investors throughout the DGI community. Last month KMI was  tied for 5th with 3 buys
In third place was Wal-Mart Stores, Inc (WMTwith a total of 6 buys. Last month WMT was  also tied for 5th with 3 buys.

  • In forth place was a 3-way tie between Archer Daniels Midland CoOneok, Inc (OKE) and Royal Dutch Shell Plc (RDS.B) with a total of 4 buys.
  • And fifth place saw a 4-way tie between BHP Billiton Plc (BBL)Bank of Nova Scotia (BNS), Ventas, Inc (VTR) and Potash Corp (POT) with a total of 3 buys.

And although not included in the chart, there were a total of 6 companies with 2 buys:
  • Union Pacific (UNP), V.F. Corporation (VFC), Qualcomm, Inc (QCOM), Health Care REIT (HCN); Finning International (FTT), and Buckle, Inc (BKE)

Purchases made by Frugal Family's Journey:

Unfortunately, I have to report that our family did not make a single buy for our family's dividend stocks portfolio this past month.  With our first of two annual property taxes bills due, the upcoming holidays and soon to be family trip to Arizona, and that we decided to trade in my wife's SUV for a new Honda Accord, we decided not to purchase any stocks so we can maintain a cushion throughout the holidays.  We may still make a purchase or two before the end of the year but will likely not resume normal buying activity until January. 

We do have an open limit order placed to buy the readers pick from our November Ask the Reader post.  In case you missed the post or results, the readers pick was Wal-Mart Stores, Inc (WMT). 


Data used for this SUMMARY is from our COLLECTION OF RECENT BUYS 


If you have a chance, make sure you also take a look at my COLLECTION OF STOCK ANALYSES!! As with my collection of recent buys, my goal is to make this collection also become a centralized source for everyone. It could become a place where one can get ideas on what to invest in next, to establish a desired stock purchase price, or simply to see what your favorite bloggers are buying.  Whatever your reason, my hope is that this collection proves to be a great reference tool and helps provide you that little extra advantage that you are looking for in order to succeed with your investing.

Also, if you have a chance, make sure you also follow or visit Adam over at I Want to Retire Soon (IWTRS) as he provides a weekly summary of recent buys! A link to past summaries is maintained on his blog. Another great resource for ideas if you are not sure where to invest next! 



11 comments:

  1. Interesting article! My 3 most recent purchases are: WMT, GWW, CMI.

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    1. Thanks Ben. All great companies and it looks like quite a few others agree with your WMT purchase as they did the same this past month.

      Thanks for stopping by. AFFJ

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  2. A very comprehensive list. I'm going to add some of UNP at some point with the downgrade.

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    1. Thanks for the feedback Vivianne. We also own share in UNP and would certainly welcome you as a fellow shareholder. :)

      Best wishes! AFFJ

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  3. Thanks for putting this together each month. I am still not sure why HCP is such a big hit. I need to read up on that more. Also thanks much for the mention! I do appreciate it much!

    -Adam

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    1. You're welcome ADAM...in return, thanks for your weekly summaries! :)

      As for HCP, I think REITs in general have been popular lately given the prospect of FEDs raising interest rates soon. Its possible that health care REITs are simply seen to hold the greatest value in this sector.

      Thanks for stopping by. Best wishes buddy! AFFJ

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  4. I agree that it's always interesting to see where the money is flowing among the DGI community. November was a big REIT month for me as I added to each of my holdings HCP, HCN and VTR in early Nov. Of course, now the focus is on ADM after being beaten down so badly in recent times. Thanks for compiling.

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    1. Keith - Glad you find these articles informative. I can't blame you for picking up shares in various REITS lately as they are currently offering great value for us long term investors.

      We have our eyes on ADM as well. Looks pretty attractive at 3.11% yield, 39 consecutive years of dividend raises, and a low payout ratio of 41.5%. ADM is certainly a top prospect for an upcoming buy.

      Thanks for visiting. Best wishes. AFFJ

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  5. AFFJ,

    Thanks again for sharing. I like the big pounce on HCP - an aristocrat in a huge industry of healthcare. Interesting to see multiple purchases of KMI, eh? I think I may be in that boat as well - what the heck is going on with them though? Debt really that bad? Dividend cut looming?

    Big days ahead. Thanks again!

    -Lanny

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    1. You're welcome Lanny. HCP yield sure look juicy at 6.32%! We have our eye on it but a bit hesitant to pull the trigger. Great history of dividend increase but the payout ratio concerns me a bit. Hopefully, they can continue with their current streak of 29 years.

      KMI is another interesting one. I think we might see a dividend cut in the near future with KMI but crossing my fingers management decides to keep status quo.

      Best Regards, AFFJ

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  6. Hey yeah as of today KMI cut the dividend, and it is not looking good for them. I almost initiated a position in them this year, but instead bought OHI. It was a safer bet with less risk. Good luck.

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