Buys and Sells for the Week 6/24

Normally post this at the end of the day but all my trades were done early in the week and my brokerage account only has a balance of 9 cents. Here are my trades for the week:

  1. Packaging Corp of America (PKG)   – increased position – Have we hit a bottom yet? Grabbed 1 share @ $134.14 and a 3.73% yield.
  2. Schwab US Dividend Equity ETF (SCHD)   – increased position – Still priced near its 52 week low. Grabbed 3 shares @ $70.53 and a 3.21% yield.

Buys and Sells for the Week 6/17

Another crazy week of down markets and we even saw the Dow dip below 30K after Thursday’s close. Not sure how much lower things will go but I’m in a buying mood. Also here are a few symbols I like but didn’t buy because I ran out of cash; AOS, ADP, BLK, HD, SNA, TXN, and WSO. Here are my trades for the week:

  1. Packaging Corp of America (PKG)   – increased position – Trying to increase one of my smallest portfolio positions. Grabbed 1 share @ $145.51 and a 3.44% yield.
  2. Schwab US Dividend Equity ETF (SCHD)   – increased position – Went from a little in to all in. Grabbed 39 shares @ $70.59 and a 3.21% yield.
  3. Hasbro Inc. (HAS)increased position – Is the recession going to hurt toy sales? Don’t know but like the price below $80. Grabbed 1 share @ $79.47 and a 3.54% yield
  4. Medical Properties Trust (MPW)   – increased position – Too cheap to ignore and cannot imagine hospitals not paying their rent. Grabbed 3 shares @ $14.37 and a 8.07% yield
  5. Garmin Ltd (GRMN)   – increased position – Its been 5 years since I added to this position. Grabbed 1 share @ $93.77 and a 3.11% yield
  6. Algonquin Power & Utilities (AQN)   – increased position – At this price the yield is hard to ignore. Grabbed 7 shares @ $13.06 and a 5.51% yield
  7. Bar Harbor Bankshares (BHB)   – increased position – Used the last of my cash on this buy. Grabbed 1 share @ $24.71 and a 4.21% yield
  8. Allete Inc. (ALE)   – increased position – I do like utility stocks as electrical grids keep expanding to accommodate EVs. Grabbed 35 shares @ $56.80 and a 4.58% yield

Buys and Sells for the Week 6/10

Received just one dividend raise so far for the month from Oil-Dri Corp of America (ODC) for a 3.7% raise. Didn’t make any trades last week but back on track. Here are my trades for the week:

  1. Packaging Corp of America (PKG)   – increased position – Trying to increase one of my smallest portfolio positions. Grabbed 1 shares @ $157.98 and a 3.16% yield.
  2. Best Buy (BBY)   – increased position – Retail stocks will stay on the ropes may as well take advantage. Grabbed 2 shares @ $76.33 and a 4.61% yield.
  3. Medical Properties Trust (MPW)   – increased position – Share price has been steadily dropping. Grabbed 4 shares @ $16.81 and a 6.9% yield.
  4. Schwab US Dividend Equity ETF (SCHD)   – new position – A new addition for my ROTH IRA. Grabbed 7 shares @ $76.52 and a 2.96% yield.

Weekly Buys and Sells for the Week 5/27

Someone keeps turning that dividend growth crank, CTO Realty was not satisfied with giving us a raise in February and decided to up it again another 3.7% for a total annual increase of 12% for 2022 and Canadian Imperial Bank (CM) and Bank of Nova Scotia (BNS) followed that up with a 3% raise each.

Was hoping to add more to my positions but markets rallied for most of the week . Here are my trades for the week:

  1. Williams-Sonoma (WSM)   – increased position – Another good retailer taking it on the chin. Grabbed 1 shares @ $102.45 and a 3.05% yield.
  2. Armanino Foods of Distinction (AMNF)   – increased position – An OTC position that I can’t DRIP into so adding a few shares. Grabbed 50 shares @ $3.40 and a 3.53% yield.

Buys and Sells for the Week 5/20

That dividend raise song just keeps on playing with Leggett & Platt (LEG) raising their dividend 4.76% and Packaging Corp of America (PKG) with a 25% raise.

Retail was the dagger in the heart of the markets this week . Here are my trades for the week:

  1. Best Buy (BBY)   – increased position – Retail dropped like a lead balloon. Grabbed 2 shares @ $74.19 and a 4.74% yield.
  2. Bar Harbor Bankshares (BHB)   – increased position – Adding a little more to my small local bank position. Grabbed 2 shares @ $25.16 and a 4.13% yield.
  3. Packaging Corp of America (PKG)   – increased position – Recent raise puts this back over the 3% mark. Grabbed 1 shares @ $148.96 and a 3.36% yield.
  4. Amplify CWP Enhanced Dividend Income (DIVO) – new position – Used the proceeds from last weeks ETF sales to start this new position. Grabbed 305 shares @ 34.67 and a 5.08% yield and 459 shares @ 34.23 with a 5.14% yield.
  5. Global X S&P 500 Covered Call (XYLD) – new position – Used the proceeds from my PSEC sales to start this new position. Grabbed 168 shares @ 44.18 and a 10.88% yield.

Buys and Sells for the Week 5/13/22

Dividend raises have slowed but the occasional one still trickles in like Phillips 66 (PSX) who raised their dividend 5.24% and Algonquin Power & Utilities (AQN) with a 5.98% raise.

Only one word to describe markets…DOWN. Here are my trades for the week:

  1. Air Products (APD)   – increased position – Bought the dip, can you blame me. Grabbed 1 share @ $226.37 and a 2.78% yield.
  2. Vanguard Long Term Bond Index (BLV) – sold position – This no longer fits my portfolio and part of my strategy to reallocate to targeted income sources. Sold 59 shares @ 79.70.
  3. Vanguard Long Term Corp. Bond Index (VCLT) – sold position – This no longer fits my portfolio and part of my strategy to reallocate to targeted income sources. Sold 58 shares @ 81.50
  4. iShares High Yield Bond (HYG) – sold position – This no longer fits my portfolio and part of my strategy to reallocate to targeted income sources. Sold 64 shares @ 77.00.
  5. iShares Preferred and Income (PFF) – sold position – This no longer fits my portfolio and part of my strategy to reallocate to targeted income sources. Sold 357 shares @ 33.07.

Buys and Sells for the Week 5/6

Received a surprise and unplanned raise from Telus (TU) who just increased their dividend last November and decided to hike it again another 3.42%.

Not much to say about the markets other than volatility, volatility, and more volatility. Here are my trades for the week:

  1. Medical Properties Trust (MPW) – increased position – Been awhile since I bought a REIT. Grabbed 10 shares @ $18.32 and a 6.33% yield.
  2. United Parcel Service (UPS) – increased position – Not sure why no one is buying this but looks good at this price. Grabbed 2 shares @ 178.41 and a 3.41% yield.
  3. Best Buy (BBY)  – increased position – Building this out a few shares at a time. Grabbed 2 shares @ $90.90 and a 3.87% yield.
  4. Air Products (APD)   – increased position – Can’t seem to hold a share price above $240. Grabbed 1 share @ $233.33 and a 2.78% yield.
  5. Prospect Capital (PSEC)   – decreased position – Overallocated to BDCs and PSEC is the weakest of my holdings. Chose to scale back the position. Sold 911 shares @ $7.81.

Buys and Sells for the Week 4/29

Two more dividend raises this week, IBM (IBM) gave a paltry 0.6% raise and Discover Financial (DFS) gave me an unplanned 20% raise.

Markets once again drastically sell off before a Friday close. Maybe I should hold all my buys until the last 15 minutes of trading on a Friday lol! Here are my trades for the week:

  1. Air Products Inc (APD) – increased position – Not the bargain it was a couple months ago but still reasonably priced. Grabbed 1 share @ $238.48 and a 2.72% yield.
  2. Leggett and Platt (LEG) – increased position – .Made my monthly ROTH IRA contribution and this made a nice contribution. Grabbed 15 shares @ 36.32 and a 4.63% yield.
  3. Independent Bank Corp (IBCP)  – increased position – Used the last of my cash to close out April buys. Grabbed 4 shares @ $20.05 and a 4.39% yield.

Buys and Sells for the Week 4/22

Three more dividend raises this week, what is not to like? Johnson & Johnson (JNJ) 6.6% raise, Southern Company (SO) 3.03% raise and Bar Harbor Bankshares (BHB) with a 8.33% raise.

Here are my trades for the week:

  1. Best Buy Inc (BBY) – increased position – One of the few fairly priced stocks out there today. Grabbed 3 shares @ $91.68 and a 3.84% yield.
  2. T. Rowe Price (TROW) – increased position – Yet another beaten down Aristocrat. Grabbed 1 share @ $137.58 and a 3.49% yield.
  3. Oil-Dri Corp. of America (ODC) – increased position – Shares still sitting near 52 week lows. Grabbed 4 shares @ $26.15 and a 4.13% yield.

Buys and Sells for the Week 4/15

New inflation numbers came out this week and it was all the talk in financial circles with a whopping 8.5% rise. Thankfully I received some dividend raises to offset inflation; Procter & Gamble (PG) issued 5% raise while Artesian Resources (ARTNA) issued a 2.02% raise.

Here are my trades for the week:

  1. Independent Bank Corp (IBCP) – increased position – Share price is less than what I paid last October. Grabbed 10 shares @ $21.36 and a 4.12% yield and 10 shares @ $21.19 with a 4.15% yield.
  2. Oil-Dri Corp. of America (ODC) – increased position – ODC has been slow to react to inflation and their share price is suffering. Grabbed 7 shares @ $26.90 and a 4.01% yield.