Dividend Growth Machine

Dividend growth investing, long-term horizon, long only, value
Dividend Growth Machine
Dividend growth investing, long-term horizon, long only, value
Contributor since: 2012
9/29/15
Dividend Growth Machine
Sold my tiny position in spin-off $CCP at $33.11
Wasn't planning to add because I prefer diversified REITs; sold because it was too small to justify regular monitoring.
9/29/15
Thanks for the explanation. I read the CCP prospectus and I like what they had to say, and mgmt comes from VTR, but I dig your rationale.
8/20/15
Dividend Growth Machine
Made small purchases of $TROW and $XOM in my Roth IRA via flexible dividend reinvestment
7/8/15
Dividend Growth Machine
Bought shares of $GILD at $112.92
good pickup! Watching closely to add more.
7/8/15
Dividend Growth Machine
Bought shares of $CMI at $129.56
Nice buy, I've been considering adding more shares as well.
its a good nice term stock it has jumped 10times in india in 10 yrs
6/29/15
Dividend Growth Machine
Bought shares of $CMI at $131.15
6/29/15
Good time to accumulate.
6/9/15
Dividend Growth Machine
Bought shares of $UNP at $99.53
Got some at 99.61.Some day I really need to understand how to strike at the lowest. Maybe its my broker.
5/29/15
Dividend Growth Machine
Bought shares of $CMI at $136.38
5/29/15
You might consider CYD with good dividend
5/29/15
Looking to add more CMI and UNP today myself.
5/6/15
Dividend Growth Machine
Started a position in $GILD at $102.00
They'll be paying their first dividend in June.
5/7/15
Thanks man.
4/17/15
Dividend Growth Machine
Bought shares of $CMI at $133.65
4/2/15
Dividend Growth Machine
Bought shares of $MSFT at $40.15
3/25/15
Dividend Growth Machine
Second purchase today: Bought shares of $CMI at $136.76
3/25/15
A M* Quality @ Good Price. Nice pick up.
3/29/15
I bought some more CMI on the 25th also. Earnings are rising, and it's time for the stock price to catch up.
3/25/15
Dividend Growth Machine
First purchase today: Bought shares of $T at $32.68
3/25/15
5.7% yield. Smart Buy.
Bought at 32.34. Gotta love the dividend
3/10/15
Dividend Growth Machine
Bought more shares of $TROW at $81.18
3/4/15
Dividend Growth Machine
Started a position in $TROW at $81.90
Sometimes I get lucky and my limit order price coincides with the intraday low.
Great job! I'll pass though as I'm looking for smaller capitalization with higher growth potential in financials-payments is interesting...
1/28/15
Dividend Growth Machine
Bought some shares of $T at $32.80 for my Roth IRA
$T Still a great stock for the long run. I am going to wait for $32 if we can get there. Stock has had some nice bounces of this level
1/15/15
Dividend Growth Machine
Bought a little bit of $T at $33.27 via flexible dividend reinvestment
My own take is that $T is reasonably valued under $34; that's what M* considers fair value and the FAST Graph supports that judgment.
1/16/15
Added 200 shares to my existing position (20% increase) back in Dec 2014 @ $32.59. One of my better buys...
1/14/15
Dividend Growth Machine
Bought more $XOM at $87.50
I'm neither a market timer nor a technical analyst, so I'm content to buy an attractively valued stock when it's available.
1/14/15
I added as well at 87.45
12/26/14
Dividend Growth Machine
Sold all my $VER at $8.30
Use the loss to offset some some gains. DGM, I suspect you're in good company.
I threw in the towel too, I was willing to wait while they were paying me. With no guidance and zero payments indefinitely, I'm finally out
12/10/14
Dividend Growth Machine
Bought more $XOM at $88.70
12/8/14
Dividend Growth Machine
Bought more $SLB at $84.06
Timely, Got more HAL around the same time. My positions on CVX and XOM are filled out/complete, so venturing out.
11/13/14
Dividend Growth Machine
Bought more $XOM at $93.90
11/13/14
Dividend Growth Machine
Bought more $SLB at $93.98
10/16/14
Dividend Growth Machine
Bought a bit more $VER at $11.95 via flexible dividend reinvestment.
10/29/14
Does the recent disclosure on Accounting change your opinion to sell or hold ARCP
Holding for the moment. Knee-jerk reactions can lead to poor investing decisions, so I am taking a bit of time to digest this bad news.
10/13/14
Dividend Growth Machine
Bought more shares of $UTX at $99.36.
10/9/14
Dividend Growth Machine
Increased my position in $SLB at $95.22
10/13/14
nice buy, im interest to but im also looking at $NOV, what u guys think of it?
3/29/15
I bought a little NOV in January 2015 at $54, so I guess I have to like it at $49! Who knows? I prefer a sure thing, and this is not.
10/7/14
Dividend Growth Machine
A Real Dividend Growth Machine: Q3 2014 Review http://seekingalpha.com/a/1ilkz
10/2/14
Dividend Growth Machine
Increased my position in $UTX at $103.03; a solid dividend growth stock that is fairly valued.
10/7/14
$UTX getting close to 101, it hit 101 then I thought I lost that price and would never be able to get it again. Wonder if I should enter...
I would consider making another purchase of $UTX if the stock price declines further (depending on other opportunities available).
9/22/14
Dividend Growth Machine
Increased my position in $SLB at $101.64
9/15/14
Dividend Growth Machine
Bought more $VER at $12.48 via flexible dividend reinvestment
Extrapolating from the dividend history on their Investor Relations page, I would expect an announcement next week.
computershare reinvested @12.54
9/12/14
Dividend Growth Machine
Started a position in $SLB at $102.36. Dividend growth + total return investment. Estimated margin of safety is about 20%.
Not a bad plan... $SLB is a great company.
9/8/14
Dividend Growth Machine
Bought some $XOM at $97.52
$MCD is tempting me, too, although it's not trading much below fair value (I estimate a margin of safety of about 7%).
9/9/14
M* has FV of $100. so that's why I picked 90.
8/5/14
Dividend Growth Machine
Just bought more shares of $PM at $81.42 and $WMT at $72.90; the latter goes ex-dividend tomorrow.
I don't know about WMT, things are looking a little bearish here.