My summary of buys around the blogging community for the week of August 2, 2015.
This week there was a total of 33 buys of 25 different stocks from 14 different bloggers.
EMR was the hot stock this week with 4 bloggers posting buys. This was a close second in buys for last week and A Frugal Family's Journey posted a monthly summary for July and EMR was on the top of that list. The stock price has been on a steady decline since June and that dividend yield continues to increase, drawing in more investors.
Other familiar names in the dividend investing community came in tied for second with a couple buys each.
Here is the summary of stocks and how many buys this week:
| EMR | 4 |
| VTR | 2 |
| MMM | 2 |
| ETN | 2 |
| CAT | 2 |
| OHI | 2 |
| OKE | 1 |
| USB | 1 |
| TGH | 1 |
| HCP | 1 |
| GE | 1 |
| RAI | 1 |
| PFE | 1 |
| BBL | 1 |
| AVA | 1 |
| WMT | 1 |
| VZ | 1 |
| UTX | 1 |
| TD | 1 |
| IPL.TO | 1 |
| DPS | 1 |
| CWB.TO | 1 |
| CVX | 1 |
| CMP | 1 |
| BAC | 1 |
Sector Information:
For the Sector information, I use FinViz.com when possible as it is easy to find a consistent sector list. Here are the Sector codes I use in the chart (# is the number of each stock purchased in that sector):
| ID | # | |
| 1 | Basic Materials | 3 |
| 2 | Conglomerates | 0 |
| 3 | Consumer Goods | 2 |
| 4 | Financials | 6 |
| 5 | Healthcare | 1 |
| 6 | Industrial Goods | 7 |
| 7 | Services | 3 |
| 8 | Technology | 1 |
| 9 | Utilities | 2 |
| TOTAL | 25 |
The
hot sectors this week were Industrial Goods and Financials. Basic Materials had been the leader recently but slowed this week. Overall
though it was a nice spread throughout the sectors.
And the Pie Chart showing the popular sectors:
Here is the overall data map:
| Week of August 2 | IPL.TO | WMT | ETN | CAT | CVX | TD | EMR | VZ | CWB.TO | MMM | UTX | OHI | VTR | DPS | CMP | BAC | BBL | GE | HCP | OKE | PFE | RAI | USB | AVA | TGH |
| Sector | 6 | 7 | 6 | 6 | 1 | 4 | 6 | 8 | 4 | 6 | 6 | 7 | 4 | 3 | 1 | 4 | 1 | 6 | 4 | 9 | 5 | 3 | 4 | 9 | 7 |
| A Christian Investor | |||||||||||||||||||||||||
| A Frugal Family's Journey | 8 | ||||||||||||||||||||||||
| Accumulating Assets | |||||||||||||||||||||||||
| American Dividend Dream | |||||||||||||||||||||||||
| Average Dividend Yield | |||||||||||||||||||||||||
| Captain Dividend | |||||||||||||||||||||||||
| Cash Cow Couple | |||||||||||||||||||||||||
| Create My Independence | |||||||||||||||||||||||||
| Dennis Mccain | |||||||||||||||||||||||||
| Div Kid | |||||||||||||||||||||||||
| Div4Son | 15 | ||||||||||||||||||||||||
| DivGro | |||||||||||||||||||||||||
| DivHut | |||||||||||||||||||||||||
| Dividend Beginner | |||||||||||||||||||||||||
| Dividend Developer | |||||||||||||||||||||||||
| Dividend Diplomats | 40 | ||||||||||||||||||||||||
| Dividend Engineering | |||||||||||||||||||||||||
| Dividend for Starters | |||||||||||||||||||||||||
| Dividend Growth Investor | |||||||||||||||||||||||||
| Dividend Growth Journey | |||||||||||||||||||||||||
| Dividend Hawk | 100 | 30 | 40 | ||||||||||||||||||||||
| Dividend Hustler | 97 | ||||||||||||||||||||||||
| Dividend Lord | 3 | 3 | 3 | ||||||||||||||||||||||
| Dividend Mantra | 15 | ||||||||||||||||||||||||
| Dividend Odyssey | |||||||||||||||||||||||||
| Dividend Swan | |||||||||||||||||||||||||
| Dividend Quest | |||||||||||||||||||||||||
| I Want To Retire Soon | 3 | 1 | 1 | ||||||||||||||||||||||
| FabSavings | 12 | 10 | 11 | 40 | |||||||||||||||||||||
| FI Monkey | |||||||||||||||||||||||||
| FInancial Freedom | 15 | ||||||||||||||||||||||||
| Get Financially Integrated! | |||||||||||||||||||||||||
| Hello Suckers ... | |||||||||||||||||||||||||
| Live Off My Dividends | |||||||||||||||||||||||||
| My Dividend Growth | 4 | 24 | |||||||||||||||||||||||
| My Dividend Pipeline | |||||||||||||||||||||||||
| My Money Design | |||||||||||||||||||||||||
| My Road to Wealth and Freedom | |||||||||||||||||||||||||
| Passive Income Mavericks | |||||||||||||||||||||||||
| Passive Income Pursuit | |||||||||||||||||||||||||
| Race2Retirement | 5 | 20 | 10 | 20 | 10 | 10 | 10 | 5 | 10 | ||||||||||||||||
| Redeemed Finance | |||||||||||||||||||||||||
| Retire Before Dad | |||||||||||||||||||||||||
| retireby40.org | |||||||||||||||||||||||||
| Roadmap2Retire | |||||||||||||||||||||||||
| Tawcan | 30 | 16 | |||||||||||||||||||||||
| WriteYourOwnReality | |||||||||||||||||||||||||
| Young Dividends | 2 | ||||||||||||||||||||||||
| ZerotoZeros | |||||||||||||||||||||||||
| # of Bloggers Buying | 1 | 1 | 2 | 2 | 1 | 1 | 4 | 1 | 1 | 2 | 1 | 2 | 2 | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
Which of these stocks are you looking to buy next week? Any surprises in this list?
I cross referenced my data with A Frugal Family's Journey's page about Collection of Recent Buys. They provide a link to the individual posts as well as the amount invested. I stuck with shares purchased this week but I may start to include the amount invested in future posts.
Disclaimer: I am not a licensed investment professional. I am not liable for any losses suffered by any parties. Any information on this site is my opinion only and should not be used for investments of any kind.
Lots of people loading up on EMR here as they've been struggling a bit. It's actually under $50 now!
ReplyDeleteCD,
DeleteJust added to EMR myself at under $50. I can see some short term headwinds that can drive the price lower - but this is just a typical down cycle.
Adam,
Thanks for the list of buys. Also, you can add a list of sells as well (e.g. BAX and BXLT). Keep up the good work!
D4s
I'm curious how many people ended up selling their shares after the transition. Of all the bloggers I've visited they seem split on holding and selling.
DeleteThat's a great idea D4s! I will add that in for the next weeks data. Typically there aren't too many sells in the community but it would be interesting recently with the BAX drama unfolding.
DeleteCaptain, I am not sure the ratio of sells vs holds but if I had to guess, the sells would be in the lead based on what I read. It will be interesting to see how things play out over the next few months.
Thank you both for your comments!
Great resource, IWTRS. Thanks for compiling this and sharing with teh community. Good to see EMR on the top of the list - really good prices for ppl to pick up shares here.
ReplyDeletecheers
R2R
Thanks R2R! If you have any suggestions for improvements let me know. I am already looking at a couple things to improve eventually but suggestions are always welcome! Agreed on EMR. Great price and ex div next week. Time for me to buy!
DeleteAdam, Thanks for pulling this together again.
ReplyDeleteI'm definitely NOT surprised to have company at EMR. But TGH and AVA too!? In the first chart TGH and AVA seem to have 2 buys, but in lower chart I can't find other buyers than myself?
Hi DL,
DeleteThanks for double checking my work! Indeed there was a small bug in my spreadsheet that counted the sector as a buy for the past several stocks. It has been fixed and I updated the post.
I would be surprised to see company in TGH and AVA as well. Those are unique names you don't hear about!
Thanks again!
I am another blogger that might be looking to average down on my EMR position. It is a great company with a great track record.
ReplyDeleteThanks for putting this spreadsheet together, must be tough work!
ADD
Thanks ADD! I'm going to join the club of EMR next week if I can!
DeleteI am just glad I can do something helpful and it's actually something I enjoy. I can relate to AFFJ because he likes to collect things and so do I. Lol. Take care! Stop back soon!
Thanks for sharing. Always interesting to see where the money is flowing. I still haven't made an August buy but one is coming in the next week or two for sure. Gotta love EMR and that yield.
ReplyDeleteThanks DivHut. It is fun to see what people are buying summarized. I am looking to make the presentation a bit better over time, so it can be a quick reference each week... but its still in progress.
DeleteThanks for the weekly recap, and of, course the mention. I will make sure to return the favor in our monthly summaries. :)
ReplyDeleteBTW, we had been so worried about making sure Recent Buys from others were in our collection that I noticed we hadn't added two more of our own. You'll note from our two posts this past weekend that we had bought KMI and OXY this past week too.
Keep up the great work. Looks like the weekly updates are well received. AFFJ
Thanks AFFJ! Thanks for the future mention!
DeleteI did notice your 2 purchases and was going to make an update to my post. Ideall I would always make the post on Sunday night to give everyone time to add their buys from the week, but my home schedule doesn't always permit that. If only I could do this as my full time job ;)
I will make the update to my summary to be accurate though. Thanks for the heads up.
Thanks for the recap, very cool and informative stuff. Always interesting to see what other DGI's are buying.
ReplyDeleteThanks Tawcan. I find it really interesting as well and would collect this info even if I didnt post about it. I like to see patterns and confirm my investigations as well. Thanks for the note!
Delete