Friday, August 17, 2018

Recent Buy - Kraft Heinz Co (KHC)

Earlier this week I added to my KHC position, nearly doubling its size.  I initially bought 50 shares back in April and have wanted to further grow the size of this position but have been patiently waiting for the price to retreat below $60.  Shortly after their earnings release, I thought that my opportunity might not come again as speculation arose that KHC might be a potential suiter for an acquisition of Campbell's Soup Co (CPB), which I also happen to own.  This speculation combined with the KHC beating analysts' expectations for Q2 earnings led to a one day jump in price, amounting to an +9% increase in stock price on August 3rd.  However, as the past few weeks have shown, this valuation jump did not last.  Details on the purchase along with the updated valuation metrics can be seen below. 

Friday, August 10, 2018

2018 July Dividend Summary

July is in the books and the month of August is just flying right by.  Of course, the fact that my wife and I took the kids on a camping trip down to California last week to camp with my wife's side of the family down in Malibu, CA likely contributes to the feeling of how time seems to be passing quite fast as of late.  We camped at a state campground called Leo Carrillo State Beach and had a great time.  We try to get down there every year, but have missed this venture that past couple of years.  Now that I am back home and back to our routine trying to catch up in some respects.  I feel like I have been inactive on the investing front, but I did make two separate purchases of AT&T (T) last month, but it feels like it has been longer than a few short weeks.  Nonetheless, the dividends have continued to roll in and which of course is satisfying to see.  Below the summary for July along with the YoY comparison.

Wednesday, July 25, 2018

Recent Buy - AT&T (T) [second purchase in July 2018]

Just a short post here to mention that I added a few more shares to my AT&T position earlier this week.

Purchased:  34 shares x $31.029 = $1,054.99 (+ $4.95 commission fee)

Dividend Income: $2.00 sh/annually x 34 shares = $68.00 in additional dividend income

Comments: This latest purchase brings my total share count in T to 194 shares which equates to a investment value of $6,018 with annual dividend income of $388. My last purchase of T was just over a week ago.

Friday, July 13, 2018

Recent Buy - AT&T (T)

It been over a month since my last stock purchase, which can be found here.  The indexes have been approaching their record highs hit shortly after the first of the year, however, some stock valuations are still hanging out near their 52 week lows.  One such stock is AT&T (T) and today I've decide to add to my position.  Take a look below for the details on the purchase along with some additional commentary.

Monday, July 2, 2018

2018 June Dividend Summary

These late spring, early summer months go by way too fast!  We have now passed the midway point of the year as well as the recent summer solstice.  Without further ado, I'll get into this past months dividend income summary.  Anyone who tracks there dividend income activity throughout the year knows well that the month of June is one of the big 4 months when it comes to dividends and this is no exception for my portfolio.  As I mentioned last month, I fully expected to hit the 4 digit mark in June, which I did.  However, my dividend income for June 2018 was -1.5% lower than this same period last year - wait what!?  Yep, that's right, lower - but there is a reason for it and I'll explain below.

Thursday, June 7, 2018

Recent Buy - PPL Corporation (PPL)

Well, I could no longer resist the appealing valuation of PPL Corp.  I actually have to give credit to Jason Fieber over at Mr. Free at 33 for bringing this company to my attention in recent months and I said as much in a comment on his blog shortly after my limit order executed. Initially, I had considered selling my position in NGG when it was trading at > $58/sh to finance this, but with the retreat in NGG's valuation I've decided to hold on to NGG and purchase PPL using a cash balance I have accumulated.  See details of the purchase along with some additional commentary below.

Tuesday, June 5, 2018

2018 May Dividend Summary

We are now nearly mid way through the year and the month of may has rung up another substantial YoY increase in dividend income - a YoY increase of 102.1% to be exact.  Take a look below to see which companies contributed to my monthly dividend income.