When you have a stream of these - they quickly soothe your soul...



07/02/2012
as of
07/01/2012 KO COCA COLA COMPANY
type: QUALIFIED DIV
$2,040.00
04/02/2012
as of
04/01/2012 KO COCA COLA COMPANY
type: QUALIFIED DIV
$1,530.00
12/15/2011 KO COCA COLA COMPANY
type: QUALIFIED DIV
$940.00
10/03/2011
as of
10/01/2011 KO COCA COLA COMPANY
type: QUALIFIED DIV
$940.00
07/01/2011 KO COCA COLA COMPANY
type: QUALIFIED DIV
$940.00
04/01/2011 KO COCA COLA COMPANY
type: QUALIFIED DIV
$940.00

DAMN YOU GUYS !!!

I mention BPT and it goes down today...

Which one of you bought some ??? Yes you ...


All is OK, my SDRL, SeaDrill, made up for any loss that BPT had today...

It pays to have more than one Energy stock...I have a few...

The little man knew you bought some and took it down today...:rofl:

Guilty

:rofl: :rofl:

All is Good Brother...

It has been good to me for years..

Over time it should do good for you..

:thumbsup: :thumbsup: :cheers:

:drama::clap: :dance:

Laugh my A$$ off..:lol: :rofl:

He asked, so we shared...:thumbsup:

I am afraid to say my PWE, and my SDRL were WAY up today..:_paranoid

Someone will buy and I will lose on Monday...:cheers:

While watching - as I do every morning - CNBC... and seeing that the market is DOWN 82 points... I wonder how my Schwab account is doing. I use this account because it's the newest (as far as newest purchases of shares) so has the highest average cost etc. AH HA! It is UP.... so what the heck - the DOW is down and I'm up, what's with that?

I say this - to stir what YOU might be thinking when you see something similar in your accounts. True - I'm well invested and diversified - while - if you 're just starting out you might not be (YET)... but it got me to thinking that many "newbs" (new to the stock market) might not really know what the Dow and the S&P are, and or, more importantly, how they (DJIA) get their numbers.

Many people don't realize that the stocks are "price weighted" within the DJIA (Dow Jones Industrial Average)... i.e., that their stock price move is multiplied and is based on the stocks price. The higher the price - the more "important" it is and carries more weight within the average. So a 1 point move in IBM might be a 8 point move in the DOW!!

So - just using these numbers as an EXAMPLE (they're not real numbers) - IBM is weighted in the DOW and makes up 6.9% of the average... 3M makes up 7.2% of the average - while CAT makes up only 3.5%. You can see then that a move in CAT won't have nearly as much influence as a move in 3M.

So what happens is IBM might blow it's quarterly number (or might make a really nice quarter - so either way) and the DOW blows up... but on further inspection it's really IBM that is the big mover of the DOW.

The DOW is made up of the 30 largest companies - as calculated by their MARKET VALUE.. so share price X's the number of shares issued. And is heavily weighted with INDUSTRIAL companies... it's light on "tech" and many other segments of the market. It IS NOT an actual mirror on the market and your individual performance. Thus the reason for my post today.

For the last 7 of 8 days the market (the DOW) has been down... while my Schwab account has had an amazing run UP...

I like my average better than theirs! :lol: :thumbsup: :woot:

Mr.Weld..

I must agree with you. I am up nicely this morning.:cheers:

+1 up almost .2% today.

Also re-asked my work about the personal brokerage account link to be able to pick individual stocks (read: investing 102 stocks) in my 401k. They said they were going to follow up on it today and see whats up. <crosses fingers>

Funny about how all this works -- which is what I'm trying to share with everyone.... It's really just an experience thing -- not a "I know the market is going to do X tomorrow..." I'm going to tell you -- I have no friggin' idea what the market is going to do. If I knew that - I'd be rich!

What I do know -- is that when I look at this Schwab account -- which is roughly 2 years old (it was new money at the beginning of 2011 but I sat on it for 6 months before doing anything) is that I'm up 10+% in value -- and I'm getting about 5% average dividend payout on top of that...

Comparing this to the CD's - Mutual Funds - Treasury bills - My own Muni Bond account.... I'm killin' 'em. Will it last? I have no idea.... but I know I'll continue to collect cash every quarter from the dividends -- AND THAT is what I invested in... the 10% (if it holds) is just gravy.

:cheers: :woot:

One thing I know...........the healthy dividend stocks I've bought since GW started this are some of the best in my portfolio with respect to current unrealized gains:
MO $705
NLY $77
PFE $358
T $586
VZ $774
XLS $54

KO -$85 (can't win them all) :lol:

S $1261 (I bought 1K of Sprint at $2.19 just because it was too cheap for the brand)

:thumbsup:

Coke (KO) reports TUESDAY.... we'll either be okay or we'll get our arses handed to us... but again -- I buy and hold this kind of company and they come and they go. My problem is the law of large numbers here - and 6000 shares down .80 is a "number"... but then again - that same number HELPS on the way up --- so ya just got to go with the flow.

That's the thing about splits too -- a lot of people will lighten up before or after a split because of the number of shares they'll have - so there's some rebalancing done. For me -- I love a good split... 'cause in the LONG RUN they USUALLY work out just fine.

Coke (KO) looks to have a very nice up day today....:theresa: :fluffy: :dance:


If you're not in... you never buy on a day like today... never buy stocks on up days unless we're in a major bull market. We are not (IMHO) in a major bull market.

Lots of times stocks move on "news" only to settle in a few days later. Sometimes they move up and never look back and when that happens you just have to grit your teeth and either buy in or move on and buy something else. With the stock market... you're never going to know in advance - and you'll never buy at the bottom and sell at the top. You just try to do the best you can with what you have to work with.

Seriously -- when you do the MATH -- If you're buying 100 or 200 shares of something... it really doesn't matter if you bought at $35 or $35.40... It just FEELS better when you bought a $35 stock at $34.80 and it moves up to $35.50 but 2 or 3 or 4 years from now - it doesn't really affect your pocket book that much. :cheers:

[QUOTE=GregWeld;425190]Coke (KO) looks to have a very nice up day today....:theresa: :fluffy: :dance:


If you're not in... you never buy on a day like today... never buy stocks on up days unless we're in a major bull market. We are not (IMHO) in a major bull market.

Lots of times stocks move on "news" only to settle in a few days later. Sometimes they move up and never look back and when that happens you just have to grit your teeth and either buy in or move on and buy something else. With the stock market... you're never going to know in advance - and you'll never buy at the bottom and sell at the top. You just try to do the best you can with what you have to work with.

Seriously -- when you do the MATH -- If you're buying 100 or 200 shares of something... it really doesn't matter if you bought at $35 or $35.40... It just FEELS better when you bought a $35 stock at $34.80 and it moves up to $35.50 but 2 or 3 or 4 years from now - it doesn't really affect your pocket book that much. :cheers:[/QUOTE

NEW YORK (MarketWatch) -- U.S. stocks reclaimed Tuesday gains after Federal Reserve Chairman Ben Bernanke spoke and Wall Street's gaze returned to solid results from Goldman Sachs Group Inc. and Coca-Cola Co.

"We had good reports from Goldman Sachs (GS, Trade ) and Coca-Cola Co. (KO, Trade ), not only did they beat expectations, but they did so by a pretty wide margin," said Andrew Fitzpatrick, director of investments at Hinsdale Associates Inc. "

I want an updated report!!!

My dividends added up to $150 at the beginning of July. All reinvested.

NOW WE'RE TALKING!

Think about this -- if you're saving $150 a month - and then you get a free extra $150... every year you're saving an extra $600... and more importantly when re-invested in shares that $600 becomes $700 and then $800 and you end up 20 years down the road being like Warren Buffett - where your dividend is equal to your original investment!

While it doesn't seem like "much" now -- after 20 years... and you have an extra grand or $1500 a month to retire with... you'll be so glad you made the effort... because it might be the difference between eating tuna every night - or having steak once in awhile and paying the light bill on time.:D


EEEEEEEEEEEEEHHHHHHHHHHHHAAAAAAAAAAA

McDonalds
 

Only because we've all talked about this stock so much -- and I think some of you are in it... McDonalds (MCD) will report earnings on MONDAY (23rd)..... and here's the only point of this post...

If you look at the 6 month chart - MCD is DOWN 8%... but if you look at the 1 Year chart its UP 7.7%...and the 5 year is UP 77%

Here's the way I invest.... if the quarter is down and there's a sell off.. I'll be buying like a pig. If the quarter is as expected - fine - I have a good position and I won't change anything... if the quarter is better than expected... fine... I still wouldn't add since my position is built and I'm happy with where it's at.

The big difference is that if it sells off a buck or two - or 3 - I'll take advantage of that. In the long term - I'm going to look at that 5 year chart of up 77% not the quarter where europe or china something l like that made a temporary hiccup.

MO $705 / $726
NLY $77 / $79
PFE $358 / $462
T $586 / $659
VZ $774 / $865
XLS $54 / $37

KO -$85 / -$53
S $1261 / $1471


:D

Darn! I was hoping you'd gone positive on the KO



:rolleyes:

Thanks. I (we) will, it's just a matter of time. :thumbsup:

Same with BPT...People bought and the little man took it down...

Have faith. Long term it is great..

Damn that little man on Wall Street.

See that's the thing -- I started buying it (KO) at $62.... even though my last was at $77+ --- I still only have an average cost of $72

That's the old "look at that chart" thing --- at some point in the PAST it was lower! What you hope is that the chart continues on it's march... and if history holds - we'll be just fine.


:cheers:

take on SIRI? Had it for years and while in recent times it has done well, it is up and down a lot which is not too exciting. Has a current rally. Thinking about canning it while its hot and going with some of the one mentioned here.

We really haven't been discussing individual stocks except to use them as examples...

Everyone has a different opinion - different goals - different finances - different ages etc... So what might be great for one person wouldn't be appropriate for another.

The thread has really been more about THINKING about investing -- some things to look for, such as growth and dividends etc... and more about how to think about investing in general.

Kinder Morgan Partners (KMP)
 

Don't know if any of you have this -- but this is another GOOD thing to look for in dividend paying stocks -- when they actually INCREASE their dividend! It's like getting a pay raise and while it doesn't seem like much -- how many of you got a 7% pay raise this year??




Kinder Morgan Energy Partners, L.P. (NYSE: KMP) today increased its quarterly cash distribution per common unit to $1.23 ($4.92 annualized) payable on Aug. 14, 2012, to unitholders of record as of July 31, 2012. This represents a 7 percent increase over the second quarter 2011 cash distribution per unit of $1.15 ($4.60 annualized) and is up from $1.20 per unit ($4.80 annualized) for the first quarter of 2012. KMP has increased the distribution 44 times since current management took over in February 1997.

My Roth wont let me in on KMP :rolleyes:

:woot: I sure do have that one...That and BPT, and SDRL, and PWE...Those are my energy assets...Today was a good day...I am Long on all of those..Hell, I am long on all my Investments, haha..:cheers: :lateral:

Chipotle Mexican Grill (CMG)
 

This morning created an opportunity to actually SEE what they mean when the talking heads on TV discuss a stock that is "priced for perfection".... in other words -- the company better continue to execute everything perfectly because their stock price is priced that way.

Chipotle Mexican Grill (CMG) slightly missed the earnings estimates (they are - after all - just estimates... but) and they are down 90+ points as I type this. This is where the P/E matters... the "price to earnings" ratio. The P/E on CMG was up in the 40's... where as a normal P/E might be closer to 15. I don't use the P/E much -- but this IS when it matters... because they have to grow into the large P/E and if that growth stumbles - then that P/E ratio is going to have to come down... which means the stock price is going to have to come down.

Their growth is still on fire - they earned far more than estimated BUT the sales estimate was 707MM and they "only" hit 690MM...

This is why I don't invest in these kinds of companies.... I love watching the stocks climb -- maybe even love the company -- but when they're "priced to perfection" you can get absolutely hammered in a nanosecond! To me - they're not worth the risk.

I'm just a small fish in a BIG pond but I did add 42 shares of Coke today.

We all started out small fish...I am an only slightly larger guppy.

We may never get to be big Fish, over a long period of time, we can grow into a comfortable retirement..

I too am a small fish in the big Pond...But we are smarter than some of the other guppies that are not investing,

Keep it up...One day you will look back and be so happy you invested,,

And Greg, no chipotle for me...I do not like the food or the stock..

I'm nearing my next 1k purchase for my Roth in the next month... time to figure out what to do.. do I continue to purchase new stock in a different sectory/diversify, or start adding to existing portions...

Here's where i sit:

CVX: 15%
MO: 11.7%
ED: 10.7%
KMB: 10.4%
NLY: 10.4%
T: 10.1%
KO: 10%
MCD: 6.7%
NVS: 3.1%
PFE: 2.1%
LMT: 2%

Sectors (% rounded):
Consumer Staples: 32%
Utilities: 21%
Oil/Energy: 15%
Finance: 10%
Comp/Tech: 6%
Medical: 5%
Aerospace: 2%

Any particular sector(s) i should look to get into to better diversify?

Kimberly Clark (KMB)
 

How many of you knew Kimberly Clark (KMB) is "into" welding equipment?? I got my new Jackson (brand) welding helmet today and was surprised to find it was a division of Kimberly Clark! I own the stock -- so now I like the company even more! :lol:


http://i919.photobucket.com/albums/a...x/1c814111.jpg




Nice easy adjustability! And the helmet is more comfortable than my first love - Optrel Satellite!



http://i919.photobucket.com/albums/a...x/c15aec6a.jpg

Albert ---

I'd add to your big pharma/medical sector..... remember the aging population means more drugs and medical treatments etc....


Which company - I have no recommendations as we're really not into that part for this thread as you know. But you're pretty heavily weighted in CONSUMER so I'd try to get some more balance.

Trick helmet

Has my name on it! Gotta be nice, right?



:D

Just for fun -- here's a link to the company website page -- and if you weren't looking you might never notice the Logo "Kimberly Clark Professional" on the top right hand side....

http://www.jacksonsafety.com/linkcheck.cfm?SubCatID=11



This is actually a good "lesson" ------ it's kinda fun to go to a companies website and snoop around and see if you really know much about ALL of the products they have...

I remember Bob (69z28ss) posted awhile back about the "terbacky" stock ALTRIA (MO) was also into wine and spirits via St Michele brand via what they label "Altria Ventures"....


So get out there and poke around - it's kinda fun and a little eye opening!

Good point. I knew i was heavy on consumer, thats why i asked. :cheers:

I got a touch into pharma/medical with a little bit of PFE and NVS, i didnt know which to pick at the time, so i did a little of each. lol. I'll need to revisit that sector and see what else is available at the top of it (best of breed. ;) )

Thanks!!!:lateral:

BTW, Killer helmet.

I love this thread, thanks guys. Greg thanks for the KMP update. I yesterday added MO to my portfolio. The Sin stocks look to be kicking some ass I'm going to add more soon.

I read a good one today..

A temporary loss of value becomes a permanent loss of capital if you sell..

That is why so many lost in 2008...They panicked and sold...So the temporary loss became permanent.:cheers:

Also if you are positioned well, a 1% drop in the market only translated to a .1% drop for me..I plan more to lose less when the market goes down, than I plan to make it big when the market goes up.