Recent Buy

 A few months has passed by since my last purchase. I have had some money waiting on my brokerage account, and now it's payday! so I turn my head towards the markets to make a new buy.


I bought 35 shares of Bank of Nova Scotia (NYSE:BNS)

(around)
Market cap: 53B
EPS: 4.02
B/P: 1.47
P/E: 11
Yield close to: 5%


I think most of the dividend investors are familiar with this company, so I will not go any more details.

Stocks have fallen quite a bit lately, so I think now would be a good time to buy some of the stocks that I currently own, just because they are cheaper.

5 Stocks that I currently thinking of adding up some more.

• Kinder Morgan (KMI) is one of my top choices.
• W.P Carey Inc (WPC)
• Fortum Oyj (FUM1V)
• Nordea Bank Ab (NDA1V) safest.
• Chevron Corp (CVX)

Okay if I wanna go for the "safest" possible company right here, I would think it would be Nordea Bank Ab. But I think both KMI and CVX are quite cheap right now. Also thinking of adding up some shares of Fortum or WPC would not be a bad thing.

Or if I would like to go and buy similar company than KMI maybe I would buy Spectra Energy Corp (SE).

Gimme little help here! :)

What you guys think ? what should I add up?

cheers!

Recent Buy

Today I bought 40 shares of of GlaxoSmithKline plc (ADR) (NYSE: GSK)

GlaxoSmithKline plc. (GSK) is a healthcare company. GSK develops pharmaceutical, vaccine and consumer healthcare products. The pharmaceuticals business develops and makes medicines to treat a range of acute and chronic diseases. The vaccines business produces paediatric and adult vaccines against a range of infectious diseases. GSK’s Consumer Healthcare business is structured around four categories: Total Wellness, Oral Care, Nutrition and Skin Health. For Pharmaceuticals and Vaccines, GSK operates in geographical segments that combine these two businesses, namely United States Pharmaceuticals and Vaccines, Europe Pharmaceuticals and Vaccines, Emerging Markets and Asia Pacific (EMAP) Pharmaceuticals and Vaccines, and Japan Pharmaceuticals and Vaccines. Its Consumer Healthcare business functions as a global unit, as does ViiV Healthcare, a human immunodeficiency virus (HIV) company founded by GSK along with Pfizer and Shionogi. In addition, it owns the biological conjugation platform.

The stock has dropped around 20% YTD making it look like cheap stock to buy. GSK currently trades with a P/E 6.59 but the forward P/E is 17.97.

Reasons why GSK is not doing well at the moment!?

• Facing competition against cheaper drugs, especially its key drug Advair. Advair is used to tread asthma. 
• Core EPS moving to negative direction. Q1 2015 Core EPS was 17.3p (-16%) CER. This is expected to continue at least year 2015. Sir Andrew Witty, Chief Executive Officer, GSK said For 2015, our financial performance will be impacted by the dilutive effect of the transaction and flow through of headwinds encountered in 2014.
• In 2015, core EPS is expected to decline at a percentage rate in the high teens on a CER basis, primarily due to continued pricing pressure on Advair in US/Europe, the dilutive effect of the transaction and the inherited cost base of the Novartis businesses. 
• GSK has decided to reduce the planned return to shareholders from the net proceeds generated from the Novartis transaction. 

Why did I buy GSK!?

• Stock price is reasonable.
• Good dividend, on Q1 report GSK announced that it expect to pay an annual ordinary dividend of 80p for each for the next three years (2015-2018) the current dividend yield is close to 6% on today's stock price. And GSK is planning to return approximately £1 billion (20p per share) to shareholders via a special dividend paid alongside GSK's Q4 2015 ordinary dividend payment.
• Group revenue expected to grow at a CAGR of low-to-mid single digits over the five year period 2016-2020.
• ViiV Healthcare strong positive outlook.
• Transaction cost savings programme to be accelerated with over 50% of total synergies of £1 billion now expected in 2016 (vs 2017), with programme broadly complete by end of 2017 (vs 2019)
• Total annual benefits of £3 billion from combination of existing restructuring and synergy programmes expected to be largely delivered by the end of 2017.
• Reported Q1 sales £5.6 billion +1% CER with growth in Vaccines (+10%), Consumer Healthcare (+24%) offset by Pharmaceuticals (-7%).
• Lot's of drugs in phase II and III

I believe that over all GSK is a good pharma stock to own, but it does contain some level of risk.

This purchase will increase my annual dividend income around $92.80.

Thank you for reading.

http://www.gsk.com/en-gb/home/

photo: http://freedigitalphotos.com/ By cuteimage 

Dividend Income: May 2015

Yet another month has passed by, and it is the time to look at my dividend income for May 2015.

Here is my dividend income for May 2015:

• Gjensidige Forsikring ASA (GJFO) 383.5 NOK = $51.19
• AT&T inc (T) $37.60
• Verizon Communications Inc. (VZ) $18.15
• Kinder Morgan Inc (KMI) $25.44
• Realty Income Corp. (O) $8.72
• HCP Inc. (HCP) $35.60
• Prospect Capital Corporation (PSEC) $8.33

Total: $185.03

Recap May 2015:

I did buy some more HCP Inc, few weeks after my first purchase. I was going to make a post about it but then it just got forgotten and later I did not bother anymore. I currently own total of 63 shares of HCP Inc. 

Did not make any more buys after that, I just have been saving some cash. And thinking on what, when and how much. It has been a bumpy ride on the stock markets recently so I have just been standing on the sidelines and waiting for something to happen. 

Stocks that has gotten my interest. 

I'm following various different stocks, ETF:s, funds etc. Here is currently my top picks for my next buy.

• Chevron corp (CVX)
• Exxon Mobil corp (XOM)
• Royal Dutch Shell Plc (RDS.A or B)
• Bank of Nova Scotia (BNS)
• Toronto-Domination Bank (TD)
• Intel Corp (INTC)
• Plains All American (PAA)
• GlaxoSmithKline Plc (GSK)
• National Grind Plc (NGG)
• Global X Funds (SDIV)
• General Electric Company (GE)
• Blackstone Group LP (BX)
• Mizuho Financial Group (MFG)
• Enterprise Products Partners L.P. (EPD)
• Johnson & Johnson (JNJ)

There is a few, I do follow like 100 other stocks. But these are the ones that I have found to be most interesting at the moment. There is few popular companies here and some of them are maybe less known. Feel free to give your opinion! What would you buy ? Pick something on the list or maybe you know a better one?

Anyway happy dividend hunting!

cheers.

Recent Buy & Sale

Today I made some changes to my portfolio. I sold all my shares of Nike Inc (NKE), and used that money to buy HCP Inc. (HCP). After that I bough small amount of Prospect Capital Corporation (PSEC).

For more información visit: http://www.prospectstreet.com/  or  http://www.hcpi.com/

Total shares purchased:

• 45 shares of HCP valued around $1900
• 100 PSEC valued around $850

My Nike shares had gone up quite a lot in the past year. And I decided it is time to take some profits out. Even if I think that Nike is a great company and can produce good results for years to come. The lack of decent dividend (currently 1.12% yield) made me choose this way. Well there is growth.. but I made my self asking that how long can it continue? and how much? and what about competition? That's a lot of questions.. and no one rely knows the answer to those. Basically my Nike shares has produced me around 45% dividend in USD and around 80% dividend in EUR. (currency changes). Like Jim Cramer says:" No one is going to get hurt when you take your profits out".

I think HCP is a good company and has a good track record to back that up. 30 years of increasing dividends making it a Dividend Champion, that's has to mean something.

PSEC for me is just a wild card. I'm hoping it can bring me those monthly dividends many years to come. So no big expectations here.

I still have some money left on my brokerage account, and I may just let it sit there until I get my next paycheck. So I can make a bit bigger buy on next month.

These purchases increases my annual dividend income by: $196.80

HCP Inc  $100.8
PSEC $96.0

On other news on my portfolio:

I'm also considering selling UPM-Kymmenen (UPM1V) but I decided to wait a bit and read some annual reports first and do some serious thinking. If you got some superb inside info let' me know and toss a comment!

I'm also considering selling ARCP. Since there is now dividend anywhere to be seen. But I think i'm just going to wait until the next quarterly report. And decide after that.

I will soon update my portfolio to represent these changes.
Have a Nice day!
cheers.



photo: http://freedigitalphotos.com/ By cuteimage 

Recent Buy

Today I bought 25 shares of W.P. Carey Inc (NYSE: WPC) http://www.wpcarey.com/

About

W. P. Carey Inc. (NYSE: WPC) is a global net-lease REIT that provides long-term sale-leaseback and build-to-suit financing solutions for companies worldwide. At December 31, 2014, the Company had an enterprise value of approximately $11.1 billion. In addition to its owned portfolio of diversified global real estate, W. P. Carey manages a series of non-traded REITs with assets under management of approximately $9.2 billion. Its corporate finance-focused credit and real estate underwriting process is a constant that has been successfully leveraged across a wide variety of industries and property types. Furthermore, its portfolio of long-term leases with creditworthy tenants has an established history of generating stable cash flows, enabling it to deliver consistent and rising dividend income to investors for over four decades.

Portfolio

Just as overall portfolio diversification can be important in helping mitigate risk, W. P. Carey believes it also important to diversify within a specific asset class such as real estate. After careful tenant and real estate analysis, the companies included in W. P. Carey’s portfolio are diversified by geography, property type and industry so that overall performance may not be impacted by any one industry, tenant, property type or region.

• Total Assets $8.6 Billion
• Properties 783
• Total Sq Ft 87.3 Million
• Average Lease Term 9.1 Years
• Tenants 219
• Occupancy 98.6%

Diversification:

W. P. Carey's information is as of September 30, 2014.


Top Tenants: Hellweg (Retail Stores, Germany, 5.6%) | U-Haul International (Self Storage U.S. 4.7%) | Carrefour France SAS (Retail Stores, France 5.2%) | State of Andalusia (Office, Spain, 4.2%) | OBI Group (Retail Stores, Poland, 2.5%) | Marriott International, Inc (Hospitality, U.S. 2.4%)

% = % Total Base Rent

Dividend

• W.P. Carey (WPC) has increased its dividend every year since going public in 1998.
• Current annualized dividend $3.80
• W.P. Carey has increased it dividend 46.2% since converting to a public REIT in September 2012.  (Based on third quarter 2012 annualized dividend of $2.60 per share.)
• W.P. Carey is a Dividend Contender (10-24 Straight Years Higher Dividends) List Maintained by Dave Fish at http://www.dripinvesting.org/tools/tools.asp 
• W.P. Carey has Increased Dividend by 18 Straight years.
• 3-yr DGR 19.2 | 5-yr DGR 12.7 & 10-yr DGR 7.5 (DGR= Dividend Growth Rate.)
• LTM FFO Payout Ratio: 80.81%
• Current dividend yield 5.73% (Based on a stock price of  $66.28).

Disclosure:

W.P. Carey offers a diversified REIT investment, as main revenue comes from its Real estate portfolio and around 17% of revenue comes from Investment Management. The Real Estate Portfolios diversification comes not only on industry diversification but also as geographical diversification, around 35% of the Real Estate Portfolios income comes outside of U.S. WPC also offers a nice dividend of 5.73% and I believe that WPC will continue to increase the dividend in close future but we'll see.

I believe that WPC is good buy for long run.

Based on a current annualized dividend of $3.80 this purchase will increase my annual dividend income by $95

I have also updated my portfolio to represent the current change.

Any thoughts ? 

photo: http://freedigitalphotos.com/ By cuteimage 

http://www.wpcarey.com/ http://www.dripinvesting.org/tools/tools.asp

Recent Buy

Today I bought 110 shares of Nordea Bank AB (NDA1V).

Nordea is traded at the stock exchanges of Stockholm (NDA), Helsinki (NDA1V) and Copenhagen (NDA). Nordea also have American Depository Receipts (ADR) available. Ticker (NDBAY) Exchange: OTC | Ratio: 1 Ordinary Share : 1 ADR

(The ADR ticker may be NRBAY instead of NDBAY, company website says ND but google finance displays it NR.)

Nordea in brief

Nordea is the largest financial services group in Northern Europe with a market capitalisation of approximately EUR 38.9bn, total assets of EUR 669.3bn and a Common Equity Tier 1 capital ratio of 15.7%.

Nordea has leading positions within corporate and institutional banking as well as retail banking and private banking. It is also the leading provider of life and pensions products in the Nordic countries. 

Nordea has the largest customer base of any financial services group in the Nordic region with approximately 10 million household customers and around 0.5 million corporate customers.

Dividend & Dividend Policy

Nordea pursues a policy of high dividends. The policy is that the total dividend payment will exceed 40% of the net profit for the year. Nordea will ensure competitive and predictable dividends.

*) ECB closing rate 8.9312 on 28th March 2014

Dividend Proposed for 2014 (Paid in 2015) is €0.62 compared to last years €0.43 it represents 44.18% increase. That dividend will bring the payout ration around 70% from current EPS of  €0.83 (diluted). The Company says on their annual report that:" The ambition for the dividend is to increase the payout ration in 2014 and 2015, while maintaining a strong capital base."

The ex-dividend date for the Nordea share is 20 March 2015 and payments are scheduled to made on 30 March 2015.

With current price of  €12.05 Nordea offers a dividend yield of 5.15%.

Financial Review 2014

Income Statement (Continuing operations)

Disclosure

Nordea is currently trading at €12.06 with P/E 14.14 | EPS €0.85 the share was around 50 cents cheaper about a month ago and it is currently trading close to 52 week high (€12.20) So it did not offer any discounts what comes to price. I had few others that I wanted to buy on my home market here in Finland but they all seemed just too expensive compared to Nordea Bank AB.  

This purchase will add €68.20 (76,48 USD) to my annual dividend income.

Haven't updated my portfolio for quite a while now so I will also update my portfolio page to represent these current changes.

Long Nordea

Any thoughts ?

http://www.nordea.com/

photo: http://freedigitalphotos.com/ By cuteimage

Recent Buy

Last Friday was terrible! Every share on my portfolio except Realty Income Corp (O) was going down. This of course created a great opportunity to buy some shares!
So I bought 33 shares of Verizon Communications Inc. (VZ).

Description:

"Verizon Communications Inc. (Verizon) is a holding company. Through its subsidiaries, Verizon is engaged in delivering broadband and other wireless and wireline communications services to consumer, business, Government and wholesale customers. The Company operates through two segments: Wireless and Wireline. Verizon Wireless’s communications products and services include wireless voice and data services and equipment sales. Wireline’s communications products and services include voice, Internet access, broadband video and data, Internet protocol network services, network access, long distance and other services. As of June 30, 2014, the Company had 104.6 million retail connections, including 98.6 million retail postpaid connections. Verizon also provides converged communications, information and entertainment services over America’s fiber-optic network, and delivers integrated business solutions to customers in approximately 150 countries."

Verizon (VZ) has been increasing dividend for 10- years, according to Dividend Champion's list. And it is so called "Dividend Contender" (10-24 Straight Years Higher Dividends).

Verizon Communications Inc. (VZ) is currently trading at $45.56 with a P/E 9.46, EPS 4.82 and
Div/yield $0.55/4.83%. 

This purchase increases my annual dividend income by $72.60

Recently Verizon has been falling, because the company recently announced press release that Verizon fourth-quarter wireless margins will be hurt as phone discounts and price promotions led to a surge in new monthly subscribers. Also, AT&T Chief Financial Officer John Stephens said that rival promotions are luring away some customers and squeezing margins this quarter.

I believe that Verizon is a good company to own in long-term. And now you get a little bit of a discount.

I also updated my portfolio.

http://www.bloomberg.com/news/2014-12-08/verizon-says-wireless-margins-will-be-hurt-by-discounts.html

http://www.verizon.com/about/investors/

Dividend Income: October & Recent Buy

We all have been shocked this week because of the American Realty Capital Corporation (ARCP) accounting mistakes. It is not something that usually happens, and it makes ARCP look like a less trustworthy company. Although I feel sad about what happened, I still bought more.

I bought 96 shares of American Realty Capital Corporation (ARCP)

This purchase increases my annual dividend income for around $92.16 



This purchase does not come without higher risk, and I did think these risk factors before my purchase. The biggest risk probably is that there is more accounting errors, and if there is ARCP will loose all that little bit of trust what they have left among the investors. But I also believe that the CEO and the Board Members have already looked through the files before making any announcements, and making sure that there isn't anything more that could surprise them, well that would be something I would do, I would make damn sure that there isn't anything else that could compromise the company, before announcing anything like that.

Also after listening the ARCP press conference (you can download it here http://78449.choruscall.com/dataconf/productusers/arcp/media/arcp141029.mp3 ) ARCP CEO David S. Kay did what a CEO had to do and what he should do, he increased my confidence and comfort according to this issue. If everything bad was here the biggest blow is towards the reputation of the company. Even if it is a speculation I trust that everything bad was here and the stock itself is a bargain, and will eventually rise.

Conclusion: I do plan to hold ARCP for a long time, even if there would be a blow on the 2013 AFFO, and even if the dividend would fall 50% it would still yield a decent 5% dividend annually at the current price. But I would like to remind all of you that ARCP currently may or may not have a higher risk, so if you are planning to buy it you must make your own judgement.

Dividend Income: October

• American Realty Capital Corporation (ARCP) $16.67
• Realty Income Corp. (O) $8.42
• Nike Inc (NKE) $4.56
• Laclede Group Inc (LG) $20.68
• The Coca-Cola Company (KO) $24.40

Total: $74.73

My monthly dividend income is starting to look an actual income instead of pennies, and I am really happy on this progress I have made. I will continue to purchase more good dividend businesses and increase my dividend income to be big enough to let me retire one day.

cheers!

Any comments on my ARCP purchase are welcome.

Recent Buy

Have been busy writing job applications since I lost my job, this is a big setback for me but it should not keep my for fighting towards my financial independence.

I can't believe how lucky I was, what comes to my timing on my selling frenzy. Just few weeks after that the stocks plummet, I did make some buys before the dip, but I still had some money left to be invested.




So I bought 12 shares of Chevron Corporation (NYSE:CVX)


Chevron (CVX) is currently trading $114.40 | it has a P/E of 10.94 | EPS 10.48 | Market cap 214.22B and Dividend/Yield 1.07/3.73%

This purchase will add $51.36 to my annual dividend income, with current dividend and yield.

Chevron Corporation (Chevron) manages its investments in subsidiaries and affiliates and provides administrative, financial, management and technology support to the United States and international subsidiaries that engage in fully integrated petroleum operations, chemicals operations, mining activities, power generation and energy services. Upstream operations consist primarily of exploring for, developing and producing crude oil and natural gas; processing, transportation and regasification associated with liquefied natural gas; transporting crude oil by international oil export pipelines; transporting, storage and marketing of natural gas, and a gas-to-liquids project. Downstream operations consist primarily of refining crude oil into petroleum products; transporting crude oil and refined products by pipeline, marine vessel, motor equipment and rail car, and manufacturing and marketing of commodity petrochemicals, plastics for industrial uses and fuel and lubricant additives.


Even with the falling oil price I think Chevron is a good long term hold and brings good value for my portfolio. Chevron (CVX) has increased dividend for 27 consecutive years, has a low payout ratio around 40% and 10 yr. DGR of 10.6 (DGR=Dividend Growth Rate).

If you are interested, here is some articles about Chevron (CVX)

http://seekingalpha.com/article/2572995-time-to-buy-chevron

http://seekingalpha.com/article/2092893-8-reasons-to-buy-chevron

http://seekingalpha.com/article/2532975-chevron-value-stock-with-a-price-target-of-150

I updated my portfolio to represent the current changes.

I do hope I'll be able to get some kinda work soon, so it won't hurt my compounding too much, but in meanwhile I may have to look things more carefully and I have to save some cash for bad times. So i have to use some consideration there.

Conclusion: Long CVX 

cheers.

Recent Buy

Today i was fortunate enough to add an another company to my portfolio. After my resent selling tsunami, I have been moving more towards the portfolio that I wanna hold on, for longer period of time.



Let's play a little game, try to guess what company this is.

1. Moves about 1.3 Bcf per day of CO2
2. Liquids terminal capacity of 125 MMbbl
3. Transports about 2.3 MMbbl of petroleum products per day
4. Only oil sands pipeline serving Canada’s West Coast,moving crude from Alberta to British Columbia and Washington
5. Dry bulk terminals store and handle more than 100 million tons per year of materials
6. Owns an interest in or operates approximately 80,000 miles of pipelines and 180 terminals

Yes it's Kinder Morgan Inc (NYSE: KMI)

Kinder Morgan is the largest midstream and third largest energy company (based on enterprise value) in North America.

I bought 53 shares of Kinder Morgan Inc (NYSE: KMI) this stock is currently trading at: 

• Price: $38.47
• P/E: 33.33
• Dividend: $0,43 (Quarterly)
• Yield: 4.47%
• EPS: 1.15  

This purchase will add approximately $91.16 to my annual dividend income.

Recently Kinder Morgan Inc (KMI) Announced following.

HOUSTON--(BUSINESS WIRE)--Aug. 10, 2014-- Kinder Morgan, Inc. (NYSE: KMI), Kinder Morgan Energy Partners, L.P. (NYSE: KMP), Kinder Morgan Management, LLC (NYSE: KMR) and El Paso Pipeline Partners, L.P. (NYSE: EPB) today announced that KMI will acquire all of the outstanding equity securities of KMP, KMR and EPB.

• KMP unitholders will receive 2.1931 KMI shares and $10.77 in cash for each KMP unit. This results in a price of $89.98 per unit, a 12 percent premium based on the Aug. 8, 2014, closing prices. This is a premium of 11.4 percent based on the July 16 closing price reference date used by the parties during the negotiation of the transaction.
• KMR shareholders will receive 2.4849 KMI shares for each share of KMR. This results in a price of $89.75 per share, a 16.5 percent premium based on the Aug. 8, 2014, closing prices. This is a premium of 16 percent based on the July 16 reference date used by the parties in the negotiation. The parties negotiated consideration for KMR shares equal to the consideration for KMP units, using the July 16 reference date.
• EPB unitholders will receive .9451 KMI shares and $4.65 in cash for each EPB unit. This results in a price of $38.79 per unit, a 15.4 percent premium based on the Aug. 8, 2014, closing prices. This is a premium of 11.2 percent based on the July 16 reference date used by the parties in the negotiation.
• Both KMP and EPB unitholders will be able to elect cash or KMI stock consideration subject to proration.

After this announcement i got rely interested about the futures of this company, so i started to learn more, I did all ready have my eye on it before few times, but I didn't have the capital to make the purchase back then and that is too bad, since after this announcement every stock on KMI enterprise got more valuable, and i did not wanna pay too much premium, because of the merger. No the stocks have been settling for a while and I decided to make the move and bought it.

What comes to dividend, it just gets more interesting. Kinder Morgan's merger and announcement about dividend plan means a $2/share dividend in 2015 growing to $3.22/share in 2020. This would mean above 8% yield on today's price, and that kind of dividend growth is likely to bring strong capital gains. Will be interesting to see, if they are able to meet with these goals. Now i can just sit back and hope for the best.

thanks for reading.

photo: http://freedigitalphotos.com/ By cuteimage

Recent Buy

After my recent portfolio changes, I decided it is time to go shopping again. And after going through several companies and rethinking about the direction of my next investment, I decided to get some more of those monthly dividend payers. As I'm moving towards more dividend growth investing type of portfolio and getting those little monthly dividends every month, It just feels rely good to receive those monthly payments, and i don't have to do anything.



After going through different corporations, I made my purchases:

88 Shares of American Realty Capital Properties Inc (NASDAQ:ARCP) total value of $1092
This increased my position in this company from 112 shares to 200 shares. And this purchase will increase my one year dividends for around $84,48. Now the total cash i get every month is around $16.

"American Realty Capital Properties, Inc., is a real estate investment trust (REIT). The Company owns and acquires single-tenant, freestanding commercial real estate primarily subject to medium-term net leases with credit quality tenants."

Well that wasn't it i also bought 46 shares of  Realty Income Corp (NYSE:O) it seems that this company can be found on almost every dividend bloggers portfolio, with the decent yield of 5.37%
it looks like to be a good catch. Also the company is paying the monthly dividends, and with 530 dividends payed and 77 total dividend increases since 1994 it feels quite good buy. This purchase increases my annual dividend stream by $99,36.

"Realty Income Corporation (Realty Income) is an equity real estate investment trust (REIT). The Company is engaged in acquiring and owning freestanding retail and other properties that generate rental revenue under long-term lease agreements (primarily 10 to 20 years). The Company has in-house acquisition, leasing, legal, credit research, real estate research, portfolio management and capital markets."

There was few other companies that also took my attention, one of them is Whitestone REIT (NYSE:WSR) and other was Prospect Capital Corporation (NASDAQ:PSEC) both of them offers quite a generous monthly dividend, Whitestone 8.18% and Prospect 13.03%. Both stocks seems to carry little bit of more risk than ARCP or O but they could pay off, these companies could be something you should look into, if you fancy monthly dividends like I do.

Got some cash left after my stock dumping frenzy and after these two purchases, will be looking into more companies that could join in to my portfolio. I will update my portfolio at the end of the month. So till the next time: cheers!

photo: http://freedigitalphotos.com/ By cuteimage

Recent Buy

Few days ago i made a small purchase of Yahoo! Inc. (NASDAQ: YHOO). There has been a lot of talk about this company recently, mostly because of the stake it owns at Alibaba (NYSE: BABA).
At the recent IPO of Alibaba Yahoo is looking for around $5.1 billion after tax and they still own around 16% of Alibaba. Yahoo has stated that it will use this cash to improve it's business and distribute around half of the cash to shareholders due dividend's or share buybacks. By improving business, rumor says that Yahoo will most likely make an acquisition, Lot's of talk towards AOL Inc (NYSE: AOL).

I bought 31 shares of Yahoo Inc (YHOO) worth around $1320

I also updated my portfolio.

There also has been lot of talk about Yahoo being a target towards an activist investors, such as Carl Icahn or Bill Ackmann.

John Brown at CNBC sad:

“I think this is bait for an activist. I actually think this is the number one target now for activist shareholders, hedge funds, in America. There is absolutely no way, in my opinion, they’re going to allow this management team, this board of directors, to take $6 billion, do a buyback, and then have another free $6 billion in cash to experiment; it’s not going to happen,”

This would not be new situation for Yahoo. At 2011 Dan Loeb began taking a huge stake at Yahoo somewhat around 60 million shares, got a seat at company's board, did his thing and after two years later he sold majority of his position, gave up his seat and walked away with around $1 billion profit.


Yahoo needs to do some smart moves from now on to convince the investors. There are a lot of different scenarios for this one, and no one rely knows how it plays out. I'm eager to see what is going to happen, will some big buck investor come and make a big buy, and how all the money will be spend. Also the upscale could come from a success of Alibaba as Yahoo owns around 16% of Baba, So there are definitely a lot going on.

Some websites states that Yahoo is currently undervalued, some says it comes crashing down since there is not a lot of trust towards the Yahoo's core business and the management team, but you rely cant tell.

As a dividend investors point of view, this might not be an ideal deal. Since Yahoo does not pay dividend at all, except the current situation that they might pay a dividend or do a share buyback, if the do pay full amount of dividend (half of $5.1 b) we should be looking for around $2.50 more or less.

One smart man once sad that" It's better to be in the game, than out of it." So I'm in and next few weeks will tell me more what I'm going to do about this position.
And if it's not playing out well for me then at least i can say they have a hot CEO.

What do think about this? Did you buy Yahoo or Alibaba?

Thanks for reading
Anha

Recent Buy

I recently made 3 smaller purchases to increase my dividend income. I also sold out my position of whopping one share of Priceline Group Inc. (PCLN)
did earn some money there and i'm happy about it.
Just felt the need to release some capital from my "growth" stocks to my dividend stocks.


I also decided to save up some money so i can go and do some bigger purchases, or if i see a good opportunity out there, so i have capital that i can use.





So i had some fun and did some shopping, here's what i did.


I bought 26 shares of AT&T Inc (T) this will increase my position to 80 shares. This will also increase my one year dividends around $48.00.
AT&T Inc (T) P/E 10.24 | Div/Yield 0.46/5.28 | EPS 3.40

I have to say i am a big fan of Mobile Operator business, as they pay good dividends and people will most likely not stop making phone calls anytime soon. And mobile data just keeps going up. I will most likely buy Verizon (VZ) or Teliasonera (TLSN) sometime soon, and increase my position in Telenor (TELO). I'm hoping these will bring me steady cash flow to my portfolio.


On my second purchase i increased my position in The Coca-Cola Company (KO) I'm currently owner of 80 shares of this dividend increaser (20 more shares). After that i went to my local supermarket and bought me some Vanilla Coke yamm.. The Coca-Cola Company (KO) P/E 22.26 | Div/Yield 0.31/2.93 | EPS 1.87 This purchase will increase my yearly dividends by $24.80


My third purchase was an position increase as well as the others. I bought 16 more shares of
Laclede Group Inc (LG) Not so popular company as it should be? I think the management team is doing wonderful job buying new companies and increasing shareholder value. Laclede Group Inc (LG) is also a company in dividend contender list (10-24 Straight Years Higher Dividends) maintained by David Fish LG has payed 11 Years of Higher Dividens. Oh btw i'm an Utility fan too.


Here is some more info:

"The Laclede Group, Inc. (Laclede Group) is a utility holding company. The Company operates in two segments: Regulated Gas Utility and Gas Marketing. The Gas Utility segment includes the regulated operations of Laclede Gas Company (Laclede Gas or the Utility), Laclede Group's subsidiary and core business unit. Laclede Gas is a public utility engaged in the retail distribution and sale of natural gas. Laclede Gas is in the natural gas distribution utility in Missouri, serving more than 1.13 million residential, commercial, and industrial customers. The Gas Marketing segment includes Laclede Energy Resources, Inc. (LER), a wholly owned subsidiary is engaged in the marketing of natural gas and related activities on a non-regulated basis. In September 2014, the Company purchased 100% interest of Alabama Gas Corp (Alagasco) from Energen Corp."
Laclede Group Inc (LG) P/E 18.19 | Div/Yield 0.44/3.55 | EPS 2.72
This purchase will add $28.16 to my annual dividend income


What do you think of these purchases? Have you bought anything lately?

Disclosure: PCLN soldout | LG, KO, T Long

Picture: By Stuart Miles http://www.freedigitalphotos.net/