Category Archives: Recent Buy

Recent Buy – BNS, HCN, SO

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

With market setting all time highs almost on a daily basis, it’s getting difficult to find companies at fair valuation. However, I nibbled following companies in Nov, 2016:

1) Bank of Nova Scotia (BNS)
This is my 15th buy of BNS this year, a marathon buying spree so far! It turns out to be 1+ buy per month on average. I added 20 positions in BNS on 12/28 at $56.12. It’ll add $59.20 of passive dividend income on an annual basis.

2) Welltower Inc. (HCN)
As I mentioned earlier,  there is a growing fear of the Fed hiking interest rates in Dec and its detrimental effect on the reits in general due to higher lending costs and pushing profits lower. I bought 5 positions in HCN at $65.30 on 12/28. It’ll add $17.20 of passive income on an annual basis.

3) Southern Corp. (SO)
Similar to reits, in recent times, there has been a pullback in utilities segment. Due to better valuations, I added 10 positions in SO on 12/28 at $48.99. It’ll add $22.40 on an annualized basis.

Also, I initiated small positions in 2 new securities: PPL Corp. (PPL) and Whitestone (WSR).

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Recent Buy – BNS, GSK, HCN

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

With market setting all time highs almost on a daily basis, it’s getting difficult to find companies at fair valuation. However, I nibbled following companies in Nov, 2016:

1) Bank of Nova Scotia (BNS)
This is my 14th buy of BNS this year, a marathon buying spree so far! It turns out to be 1+ buy per month on average. I added 5 positions in BNS on 11/16 at $52.10. It’ll add $14.80 of passive dividend income on an annual basis.

2) GlaxoSmithKline (GSK)
As I mentioned earlier, I want to add pharma companies and GSK fits nicely into the portfolio, with the demographics favoring these companies. I added 10 positions in GSK on 11/21 at $38.56. It’ll add $28.80 on an annualized basis.

3) Welltower Inc. (HCN)
There is a growing fear of the Fed hiking interest rates in Dec and its detrimental effect on the reits in general due to higher lending costs and pushing profits lower. There is no question that rates will have some impact on the earnings,  but, HCN has been beaten a lot recently and a good value addition to me. I bought 5 positions in HCN at $62.87 on 11/16. It’ll add $17.20 of passive income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Recent Buy – BNS, GSK, TOT

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

With market setting all time highs almost on a daily basis, it’s getting difficult to find companies at fair valuation. However, I nibbled following companies in Nov, 2016:

1) Bank of Nova Scotia (BNS)
This is my 13th buy of BNS this year, a marathon buying spree so far! It turns out to be 1+ buy per month on average. I added 5 positions in BNS on 11/07 at $53.59. It’ll add $14.80 of passive dividend income on an annual basis.

2) GlaxoSmithKline (GSK)
I’ve been thinking to add some pharma companies since sometime and GSK fits nicely into the portfolio, with the demographics favoring these companies. I added 10 positions in GSK on 11/09 at $40.21. It’ll add $28.80 on an annualized basis.

3) Total S.A .(TOT)
Its no secret that oil segment has gone thru a rough patch and from prior depth of abyss, it has nicely recovered over last several months. OPEC is playing cat and mouse deal or no-deal game with the market. Irrespective of this,  O&E companies are long-term hold and TOT fits nicely into my diversified energy portfolio. I bought 5 positions in TOT at $47.69 on 11/02 and it’ll add $12.20 of passive income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Recent Buy – BNS, STWD

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

Although, it is getting difficult to find companies at fair valuation, I still pulled triggered on following companies in Oct, 2016:

1) Bank of Nova Scotia (BNS)
This is my 12th buy of BNS this year, a marathon buying spree so far! It turns out to be almost 1 buy per month on average. I added 5 positions in BNS on 10/13 at $52.43. It’ll add $14.40 of passive dividend income on an annual basis.

2) Starwood Property Trust, Inc. (STWD)
Reit segment is moderating now but still, it has a higher risk to significant correction. As a long-term investor, this could be good addition to the portfolio. I bought 10 positions in STWD at $21.92 on 10/24 and it’ll add $19.20 of passive income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.

Recent Buy – BNS, STWD

I’m looking for companies that are fairly valued, have a decent dividend yield(3% to 6%) and have a fairly long history of paying dividends consistently for 10 years or more. However, there could be some cases for exceptionally good company or a strategic buy for a very long term.

Although, it is getting difficult to find companies at fair valuation, I still pulled triggered on following companies in Sep, 2016:

1) Bank of Nova Scotia (BNS)
This is my 11th buy of BNS this year, a marathon buying spree so far! It only shows how much I value it over the rest of all of my companies. I added 5 positions in BNS on 9/22 at $54.58. It’ll add $14.40 of passive dividend income on an annual basis.

2) Starwood Property Trust, Inc. (STWD)
As I mentioned that reit segment is getting overheated and this has a higher risk to significant correction as well. But, as a long-term investor, this could be good addition to the portfolio. I bought 10 positions in STWD at $23.07 on 9/23 and it’ll add $19.20 of passive income on an annual basis.

Full Disclosure: Long on above mentioned securities.

Thanks for reading.