Recent Buy - Phillips 66 (PSX) and Bayer AG (BAYRY)

Phillips 66 (PSX) valuation has come down quite a bit in, coinciding of course, withe the fall in the price of crude oil.  This company is a cash flow generating machine that nearly prints money despite the volatility in the oil market.  What makes it an even better company is that management very shareholder oriented; consistently raises dividends and buys back stock.  See below for details on the purchase of PSX and BAYRY.

Recent Buy - Cardinal Health, Inc (CAH), Kraft Heinz Co (KHC), and Bayer AG (BAYRY)

Today with the market further it's decline as of late I initiated a new position in, Cardinal Health, Inc. (CAH), which has increased its annual distributions each year for over two decades.  In addition, I bolstered my equity weight in two existing positions, KHC and BAYRY, which I have been buying frequently as of late.  See below for details on the transactions.

Recent Buy - Broadcom Inc (AVGO) and General Mills Inc (GIS)

We've all witnessed the volatility of the market in recent months and in particular, the wild swings within the technology sector.  Broadcom Inc.(AVGO) has not been immune to these swings and despite what many would agree was a fairly good earnings report for Q4 and full fiscal year 2018, the after hours spike was tempered Friday afternoon as the general negative market sentiment as of late weighed heavily on nearly all stocks.  AVGO is a new position for the portfolio and while adding this position, I also picked up some additional share of General Mills Inc. (GIS).  General Mills, along with what seems all other consumer staple stocks, remains out of favor on wall street despite rapidly approaching a 5.0% dividend yield and 10% FCF yield.  Take a look below for details of the purchase and a few of the metrics that are considered prior to purchase.

2018 November Dividend Summary

Favorable trends continue for November's dividend summary with an earlier than anticipated dividend payment received from a new position that was just added recently.  Through November 2018, YTD dividend receipts are up 54% compared to same period for 2017 (excludes special dividend from NGG in 2017).  Rate increases in 2018 amount to 6.5% and reinvested dividends combined with investment of additional capital accounts for an increase 47.5%.  See below for a breakout of the monthly dividend income.