Investments Trade Log

George the original one · Wed Nov 28, 2012 11:28 pm

In Roth IRA, sold UHT (5.1% yield) and bought INTC (4.5% yield) & MVO (10.9% yield, but variable).

George the original one · Sun Dec 16, 2012 7:55 pm

For those of you looking for yield, here are the regular companies at the top of my list today:

LMT - might wait until fiscal cliff is resolved

COP

MAT

SJR

AVA - compare to 2nd best PPL

INTC

JCS

SRE

KLAC

MSFT

GE

(average yield 4.2%)
Amongst REITS:

WPC

OHI

GOOD

(average yield 7.1%)
And the MLPs:

ARLP - it's the best of the coal companies

AHGP

KMP/KMR

WPZ

DPM

(average yield 6.9%)

secretwealth · Post by **secretwealth** » Sun Dec 16, 2012 8:01 pm

George, what're your thoughts on the high-yielding CEFs? I've been eyeing ERH, ERC, EAD in particular--good track histories, conservative management, and they're hitting 52-week lows from a big upward swing with the rest of them in '12. Thoughts?

George the original one · Sun Dec 16, 2012 8:35 pm

@secretwealth - their yield is good, but I don't like the ever-eroding dividends. Dividends should be going the other direction!
You should dig deeper into their finances to resolve this issue before proceeding.

secretwealth · Post by **secretwealth** » Sun Dec 16, 2012 8:45 pm

Yeah, that worries me too--i've seen them as short-term (3-5year) plays at best for that very reason. It seems from the cursory research I've done that it's mostly due to 2008 killing the NAV, but some of these funds are still getting dividend cuts--EOD is a good example, which recently shifted strategy.
Reliable yield is becoming about as easy to find as a unicorn.

RelicO · Post by **RelicO** » Thu Dec 20, 2012 6:32 pm

Hey Jacob, did you hold your NYX until now?:))))

Maus · Post by **Maus** » Fri Dec 21, 2012 6:48 am

1. So, today I made a big play for the PP. In October, I transferred my 401(k) to an IRA - $265,900. Combined with some of my prior investments, it now looks like this:
1000s VTI = the STOCK

4715s IAU = the GOLD

625s TLT = the LONG BOND
and the CASH has three components:
$25K I-Bond @ 1.76%

260s SHY (1-3 YR Treasuries)

200s SHV (Short term Treasuries)
So, I am now 2/3 PP and 1/3 VP. F*** You Fiscal Cliff!
2. What, if anything, are people doing with NYX now that the merger is in play? I bought it for the healthy dividend, but will that still be paid?

JohnnyH · Post by **JohnnyH** » Mon Dec 31, 2012 6:18 pm

Does anyone have a broker that gives them access to historical options data? End of day would be fine.
I can only find it with data services and it costs generally about $60-200 per month.

noskich · Post by **noskich** » Wed Jan 02, 2013 6:22 am

Hi guys, as I am too busy to manage a stock portfolio myself (working full time, studying part-time) can you please recommend any good index funds (solid average ROI of 8-10% annualy bruto and 0,5-1% management costs)? I am looking to allocate 33% of net worth to 3 or 4 diversified index funds (one property fund, one small cap, one big cap and one mostly bond, but may include some cash).

I decided to implement modified PP: 33% cash (interest rates even in Australia going down, but still 4.66% now), 33% index funds and 33% gold and silver.

I would appreciate an opinion what do you think about the top perfoming funds listed here: http://au.investsmart.com.au/managed-fu ... -funds.asp ?

Thanks a lot.

George the original one · Fri Jan 11, 2013 5:56 pm

No specific trades, but as the retailers' earnings come in at or below forecasts, I'm tightening my stop losses.
In my opinion, some REITs are overvalued at this time (UHT finally took a hit yesterday when someone dumped lots of it) or are approaching overvaluation (ADC).

jennypenny · Post by **jennypenny** » Sat Jan 12, 2013 2:12 am

Still haven't spent any cash, but added VGPMX to my watch list.

Post by **jacob** » Sat Jan 12, 2013 2:49 am

@JohnnyH - That's a LOT of data. If you just need closing quotes you could always start autopolling yahoo finance for it using a cron job and collect it over some time frame. They have an API for getting data off their server.

George the original one · Sat Jan 12, 2013 9:27 pm

Fund flows have driven the market prices up these past couple of weeks. Retail investors (that's you and me!) put a lot of money into the stock market... some of that money may have come from the 5% 5-yr CDs that recently expired and some of it may have been money sitting on the sidelines due to fiscal cliff fears.
These inflows may continue or they may not. In either case, there are very few favorable entry points in my opinion.
For dividend growth stocks:

LMT, COP, JCS, INTC, MSFT, GE, & MAT seem to still be in a decent range. From the MLP universe, I see ARLP, AHGP, KMP, DPM, WPZ. In the REITs, look to WPC, OHI, SNH, though they're near the top of what I'd consider to be a sensible price range.

JohnnyH · Post by **JohnnyH** » Thu Feb 21, 2013 4:09 am

@Jacob: Yeah, but then I'd have to wait six months for 6 months of data... and I want it now!

Also, frustrating to wait months to test a new idea... But I can't justify a >$100 for a datafeed (yet).
NinjaTrader (free for research) will store data in its internal database if you leave the stream open (IB has stream)... Probably just leave if running at home all day with ATM for 10 most traded ETF options.
NinjaTrader is good, but I miss MultiCharts Discretionary which was free (even to trade) and exported whatever data you had loaded on a chart into Excel with few clicks.

secretwealth · Post by **secretwealth** » Tue Mar 26, 2013 4:57 pm

Wells Fargo downgraded the BDC sector and a lot of popular dividend tickers (BKCC, PSEC, TICC) are down sharply. I've picked up a few share in the market on the fall, and may buy more. A lot of these names have a history of post-crash sustained or growing dividends.

m741 · Post by **m741** » Wed Mar 27, 2013 1:19 am

I've really been wanting to invest, but am struggling to find value after the recent run-up.
I pulled the trigger and bought a few thousand dollars of NVDA. They make good products and I believe graphics cards will only become more important in the future. The dividend was surprising.
Also I've bought some AFL recently and I'm considering GIS (General Mills) and CAT. CAT has been sliding recently and I'm waiting a week or two more before increasing my position.
A few weeks ago I bought $3k of GLD and might buy more if it dips further.

George the original one · Mon Apr 01, 2013 8:14 pm

I'm running out of ideas in the dividend growth arena and the cash is starting to build. There is only so much INTC and MSFT and ARLP and WPZ that one should have in their portfolio

OHI has paid off well and I've tightened my stop loss. Most of the other REITs are very expensive for what you get; if you have to pay full price for a stock, make it a real dividend growth stock rather than the watered down dividend growth offered by only a few REITs.
So... nothing I want to buy, gotta just be patient.

secretwealth · Post by **secretwealth** » Mon Apr 01, 2013 8:29 pm

Personally, I don't think you can own too much T or VZ (although, to be honest, I don't own either directly at the moment--I will buy some when the yield goes below 5.5% though).

tylerrr · Post by **tylerrr** » Tue Apr 02, 2013 12:47 am

the market as a whole is primed for a crash in the next year or so... It is way over-valued by historical standards.
I am mostly in cash waiting for the market to crash because I don't have enough experience shorting a market. I will still contribute some monthly to the PP no matter what happens.
I look at the historical chart of DIA or VTI and don't like what I see...
HPQ bounced hard off the bottom. I wish I had bought more.

JohnnyH · Post by **JohnnyH** » Fri May 17, 2013 7:08 pm

Anyone know where I can get a list of opening gaps by symbol & date?