Buys and Sells for the Week 12/17

The fed made it clear their plan for 2022 and markets soared for the week. Not much cash left but I plan on putting every dividend dollar I receive to work to close out the year. Here are my trades for the week:

  1. Oil-Dri Corporation of America (ODC) – increased position – Not sure why share price dropped but I’ll take it. Grabbed 14 shares @ $30.70 and a 3.52% yield.
  2. Leggett and Platt (LEG) – increased position – Slowly building this position out with small buys. Grabbed 4 shares @ $40.35 and a 4.15% yield.

Weekly Buys and Sells for the Week 12/3

Received four dividend raises this week; 6.15% raise from Merck (MRK), 11.1% raise in C$ from Bank of Nova Scotia (BNS), 10.3% raise in C$ from Canadian Imperial Bank of Commerce (CM), and a 10.2% raise from Amgen (AMGN). Markets picked up where they left off on Black Friday continuing to drop when the Fed hinted at accelerating the tapering process by a few months which made quite a few buying opportunities. Here are my trades for the week:

  1. Leggett and Platt (LEG) – increased position – Slowly building this position out with small buys. Grabbed 2 shares @ $40.64 and a 4.13% yield..
  2. Walgreens Boots Alliance (WBA) – increased position – WBA is increasing their focus on health care and I am onboard. Grabbed 2 shares @ $45.66 and a 4.20% yield.
  3. Snap-On Inc. (SNA) – increased position – Keep lowering my cost per share with this strong dividend growth stock. Grabbed 3 shares @ $207.81 and a 2.73% yield.
  4. Verizon Inc. (VZ) – increased position – This buy should push me into a triple digit quarterly payout for 2022. Grabbed 3 share @ $51.46 and a 4.97% yield.
  5. Amgen (AMGN) – increased position – Priced dropped yet again and got this a $1/share cheaper than what I paid for in October. Grabbed 1 share @ $200.59 and a 3.51% yield.
  6. Unilever PLC (UL) – increased position – Trading at their 52 week low. Grabbed 2 shares @ $51.11 and a 3.91% yield.
  7. J.M. Smucker (SJM) – increased position – Started this position earlier in the year and still working on building it up. Grabbed 1 share @ $126.23 and a 3.14% yield.
  8. Oil-Dri Corporation of America (ODC) – increased position – ODC is finally raising their prices for kitty litter. Grabbed 2 shares @ $32.72 and a 3.29% yield.

Buy and Sells for the Week 11/26

Hopefully everyone is enjoying their Thanksgiving Holiday. Thought I wasn’t going to buy anything this week but did a little black Friday shopping with the market drop. Here are my trades for the week :

  1. Snap-On Inc. (SNA) – Increased position – Still pleasantly surprised I can get additional shares at these prices for this strong dividend growth stock. Grabbed 2 shares @ $210.98 and a 2.69% yield/

Buys and Sells for the Week 11/19

Week started off rough when Compass Minerals (CMP) cut their dividend by 80%. CMP only makes up 1% of my portfolio so the damage is limited but it is not all bad news. The dividend is not being cut for lack of cash flow but to allow the company to invest that cash back into the company to accelerate lithium extraction for their recent discovery changing this investment from income to growth. Here are my trades for the week :

  1. Snap-On Inc. (SNA) – new position – 17.5% off its 52 week high, dividend yield .5% above its 5 year average, 39% payout ratio, P/E less than 15, a 10 year dividend CAGR of 14.24%, and a 13 year dividend growth streak, what is not to like? Grabbed 7 shares @214.59 and a 2.65% yield.
  2. Leggett and Platt (LEG) increased position – Slowly building this position out with small buys. Grabbed 4 shares @ $42.24 and a 3.99% yield.

Buys and Sells for the Week 11/12

Getting my house ready for winter and raking leaves distracted me from the markets so not at lot of activity on the investment front. Here are my trades for the week :

  1. Algonquin Power & Utilities (AQN) – increased position – Been awhile since I added to this position. Grabbed 21 shares @ $14.17 and a 4.8% yield.
  2. Unilever PLC (UL) – increased position – As long as this is below $53/share I’ll keep adding to my position. Grabbed 9 shares @ $52.44 and a 3.81% yield

Buys and Sells for Week 11/5

Markets keep pushing higher making my portfolio hit all time highs. Received a 3.5% raise from Telus (TU) and 2.4% raise from Pinnacle (PNW) this week. Also noticed Snap-on (SNA) raised their dividend 15% which is a small position buried in my M1 portfolio. Valuations are getting pretty high so choice of buys are getting really small. Here are my trades for the week:

  1. Unilever PLC (UL) – increased position – Did not think this would be back in the $52/share range. Grabbed 18 shares @ $52.71 and a 3.79% yield.

Buys and Sells for the Week 10/22

Another week of strong earnings being reported across the board keeping markets near their high. Here are my trades for the week:

  1. Unilever PLC (UL) – increased position – Bought early in the week before earnings were announced. Buying at this price point point might be history as earnings were decent pushing share prices up. Grabbed 3 shares @ $52.32 and a 3.82% yield.
  2. Investors Bancorp (ISBC) – sold position – Buyout offer from Citizens Financial was great for their shareholders but not so much for ISBC shareholders as the offer was equivalent to $14.62/share. Sold 269 shares @ $16.15.
  3. Independent Bank Corp (IBCP)new position – My replacement for the ISBC sale. 7 years of dividend growth and a very nice ROE of 18.9%, interesting little bank out of Michigan. Grabbed 196 shares @ $22.11 and a 3.8% yield.

Buys an Sells for the Week 10/15

Big Banks reported strong earnings mid-week and the markets rallied. Phillips 66 (PSX) was my only dividend raise this week coming with a 2% raise, not big but I was not expecting a raise from them this year. Here are my trades for the week:

  1. Amgen Inc (AMGN) – new position – AMGN dropped pretty far on Tuesday and it was a good entry price to start a position. Grabbed 4 shares @ $201.27 and a 3.5% yield.
  2. Viatris Inc (VTRS) – sold position – Sold VTRS and used the proceeds for my AMGN buy, I’m not as enamored as some over the growth prospects and exited the position entirely. Sold 71 shares @ $13.37.

Buys and Sells for the Week 10/8

The week started off continuing its decline but reversed course on Thursday after a short term lifting of the debt limit was agreed to by Congress. No dividend increases were announced this week so my only method to increase my passive income was to buy stocks. Here are my trades for the week:

  1. Unilever (UL) – increased position – Continuing to dollar cost average downwards. On Tuesday grabbed 3 shares @ $53.43 and a 3.74% yield and on Wednesday grabbed 3 shares @ $52.63 and a 3.8% yield.
  2. Leggett and Platt (LEG) – increased position – Still trying to slowly build up my industrial sector holdings. Grabbed 4 shares @ $44.28 for a 3.79% yield.