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Mr Paradise

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Be careful chasing nose bleed high yielders in this market even with the food companies. If Ford and Boeing can suspend/cancel their dividends anyone without a rock solid balance sheet may follow suit.
 

gnome

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My FIL and BIL both retired from ALB.... very versatile and interesting company..... like it whole lot better in the high 30's

Cool. Yeah, it's still a little high. I might start to average in at $44.
 

Uglytruth

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That should be a given for any/all companies in any market.
Who will have the best intel? Buffet / Berkshire or simply go S&P instead of individual stocks?
What if this is the "new normal"? So much is going to change no one can see the long term life changing ramifications this will bring.
Will Amazon thrive?
Will malls die?
Will uber food thrive?
Will sitdown restaurants die?
Will drive in movie theaters make a comeback?
Will movie theaters die?
Soooooooooooo many questions only time will answer.
 

specsaregood

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I figure with everybody in lockdown it means even more shopping online, I picked up more of my favorite box stock last week: WRK With the market drop, the yield has increased to a bit over 7%.
 

gnome

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Who will have the best intel? Buffet / Berkshire or simply go S&P instead of individual stocks?
What if this is the "new normal"? So much is going to change no one can see the long term life changing ramifications this will bring.
Will Amazon thrive?
Will malls die?
Will uber food thrive?
Will sitdown restaurants die?
Will drive in movie theaters make a comeback?
Will movie theaters die?
Soooooooooooo many questions only time will answer.

A bunch of people will die. Then life will go on with slightly lowered expectations.

Amazon will thrive, retail will continue to the death spiral. One play could be CLIX etf = 75% long online sales, 25% short in-person retail sales.
 

gnome

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Another play could be REITs, but it's a bit risky.
They should do well in an ultra-low interest rate environment, but if real estate implodes it could get ugly.
I'm watching real estate ETF's VNQ (4.31% yield) and VNQI (5.42% yield)
 

edsl48

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Home Depots showing a strong move today and yields 3.72% which isn't a lot in todays market situation. However it is showing strength today

The value Line Report on it is here


https://research.valueline.com/research?=#list=dow30&sec=list


along with the rest of the Dow 30 at no charge. Remeber if Value Line were perfect we would all just buy the Value Line mutual funds, if they still sell them, and all get rich.
 

Mr Paradise

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I added some KO today at 36.60.
 

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Mr Paradise

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nice.

i see jnj is finally getting hit. keeping an eye on it

I’d like to see it drop another 10% but I doubt it will. What else is on your shopping list?
 

EO 11110

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I’d like to see it drop another 10% but I doubt it will. What else is on your shopping list?

the div is 3.4 ish percent. like you, another 10 percent dip would get me very interested

i'll get back to you on the watch list. i'm going to do some digging tonight
 

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1585005944690.png


1585005969086.png


https://seekingalpha.com/article/4333410-this-is-rare-opportunity
 

Uglytruth

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Another thing to think about is who will recover the fastest? Large caps or small caps? Who will adapt to and profit from the rapidly changing future fastest?
 

specsaregood

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I figure with everybody in lockdown it means even more shopping online, I picked up more of my favorite box stock last week: WRK With the market drop, the yield has increased to a bit over 7%.

I'll probably pick up some more of Icahns partnership IEP. With the drop, the yield is up to 19% -- they confirmed their $2/share distribution today. They also ended 2019 significantly short the market so they should have a good quarter with this drop.
 

gnome

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Another thing to think about is who will recover the fastest? Large caps or small caps? Who will adapt to and profit from the rapidly changing future fastest?

I think large caps have a bigger shot at .gov handouts and people will tend to lean that way out of risk aversion.

I would be looking at regional or national differences. Europe and the US are just beginning to feel the pain.
Meanwhile, much of Asia has already passed the worst of the crisis.

Taiwan, Singapore, Hong Kong, Vietnam, Korea and Japan have all done very well containing the contagion, while the West has entirely lost contain and at this point, just trying to mitigate the damage.

I'm looking at TSM, Taiwan Semiconductor as more of a growth than yield play. Around 3% yield, but IMO major growth potential. They are supposedly ahead of everybody on microprocessors by a year or two. Taiwan has been virtually untouched by coronavirus, so they haven't had the lockdowns and such.
 
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gnome

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EO 11110

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I’d like to see it drop another 10% but I doubt it will. What else is on your shopping list?

my current game is mega corps that have a solid history of divs. i'm adding or looking to begin these:

adm - archer daniels midland
ko + pep - the cola monsters
att
verizon
bce - bell canada
pfe - pfizer
gsk - glaxo
jnj
xom, bp - averaging down on these two slugs
syy - sysco
 

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Thanks for that article, good stuff.
So, we've reached a 30% decline and it looks like historically there is a good chance of another 25% or more?
But on average after a month after the initial crash, the odds are fairly good you can start to productively pick at carcasses?

good summary.

my game is to nibble throughout the entire 'v' in small increments. stop buying after bottom/retrace of some of the v's drop

i've been overweight cash for a long time -- so not really feeling the pain of those that were all in. building dividend income stream from scratch
 

Mr Paradise

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my current game is mega corps that have a solid history of divs. i'm adding or looking to begin these:

adm - archer daniels midland
ko + pep - the cola monsters
att
verizon
bce - bell canada
pfe - pfizer
gsk - glaxo
jnj
xom, bp - averaging down on these two slugs
syy - sysco

How about some RTN & GD at these levels.

I’ve also been adding to my ADM & XOM. Started a position in DUK, WHR, TJX & YUM ....the zombie apocalypse won’t last forever.
 

Mr Paradise

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WOW ......KO $41 as of post. My TSN that I initiated last Monday is up just shy of 40%.
 

Mr Paradise

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WHR ....up 26%

:dancing guy:banana:
 

MrLucky

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Already have, but looking to add more.
att
vz
ko

adding positions in
pfe

thinking of but not sure
xom
mcd
 

EO 11110

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How about some RTN & GD at these levels.

I’ve also been adding to my ADM & XOM. Started a position in DUK, WHR, TJX & YUM ....the zombie apocalypse won’t last forever.

great minds think alike -- i forgot to add GD on my previous post and was thinking about that this morning. duk and the other utilities have really come down for that steady sector. i've been considering a couple - CNP and SO....but havent pulled the trigger.

YUM is one that i would really like, if the div gets to my range

thanks for the heads up on WHR -- going to have to dig into that one
 

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Already have, but looking to add more.
att
vz
ko

adding positions in
pfe

thinking of but not sure
xom
mcd

we'll rise and fall together brother. i'm partners with you on t, vz, pfe, xom
 

MrLucky

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I already have duk, ed, fe, peg. Used to have etr, he, so. Had tu also but they went private & bought me out. Imagine, someone taking an electric utility private; mind-boggling.
 

Mr Paradise

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What a day.

42F903FE-3339-4564-A7A6-1A21B6A4B9E0.jpeg
 

Voodoo

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Another play could be REITs, but it's a bit risky.
They should do well in an ultra-low interest rate environment, but if real estate implodes it could get ugly.
I'm watching real estate ETF's VNQ (4.31% yield) and VNQI (5.42% yield)

Yeah no, no way would I go there right now.
 

gnome

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Mr Paradise

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Took profits on Monday’s KO purchase ....out at 44.40. Will buy back in if they crush the market on employment numbers.
 

Mr Paradise

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Alright EO I’m ready for some more bad economic data so I can go shopping again.
 

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Alright EO I’m ready for some more bad economic data so I can go shopping again.

indeed, that snap back rally ended the fun. think you made a great sell. good be some great chop to trade for next few months

i'm back to shopping when sp500 hits 2300 area, 2480 as i type this
 

gnome

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REITS have been hit hard, but yields are looking juicy.
Radioactive dog poop or buy of the century?
Just unloaded a bunch of MBS.

Screen Shot 2020-04-01 at 2.20.23 PM.png
 

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spent a good deal of time scouring the div payers the last couple of days -- here's the result of my work. i've only bought abbv, the rest are under consideration. i expect some/most to cut their divs in response to this virus shock - so i'm betting they will ramp them back up as business comes back

abbv - 6 percent
pdco - 7
tho - 4
cbrl - 7
anat - 5
tap - 5
stc - 5
pii - 6
ms - 4
jack - 5
 

MrLucky

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Added some pfe to the collection. It's so nice that there are no fees anymore.
 

Mr Paradise

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Only got about half of my shopping list filled so far. I want bad news and I want it now.
 

MrLucky

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Still plenty of good yields out there if you're long term.