no_free_lunch Posted December 11, 2018 Posted December 11, 2018 WFC as well. Flying a bit blind with this one and riding on coattails.
sarganaga Posted December 11, 2018 Posted December 11, 2018 Enbridge (ENB) Raised dividend by 10% for 2019. Confirmed growth target 10% for cash flow growth through 2020, 5%-7% after that. Looks cheap.
John Hjorth Posted December 12, 2018 Posted December 12, 2018 I bought in roughly equal amounts BAC JPM C F yesterday towards end of business. Small additions to JPM, BAC, C & BAM yesterday during the day, almost like Andy the day before.
ugadawg_98 Posted December 19, 2018 Posted December 19, 2018 I bought NSS, BRKB, ET and LVMUY I’m looking hard at KDP, ETP_pb, VER_pf and BAC.
HalfMeasure Posted December 20, 2018 Posted December 20, 2018 PM Thanks Lance Lance, seeing as you've been opportunistically adding to both, what are you views on PM vs. MO?
Lance Posted December 20, 2018 Posted December 20, 2018 Quote from: Lance on December 19, 2018, 08:20:44 AM PM Thanks Lance Lance, seeing as you've been opportunistically adding to both, what are you views on PM vs. MO? Hi HalfMeasure - I like them both. Re MO - its more diversified than PM - e.g. Anheuser holdings, wine, etc. - and its cannabis moves are interesting. RE PM - the currency impact is something I think about quite a bit and I like their reduced-risk products. Thanks Lance
John Hjorth Posted December 20, 2018 Posted December 20, 2018 Added a bit to BRK.B today. - - - o 0 o - - - Not exactly a day here on CoBF like August 24th 2015, huh? [; - D]CoBF_screen_shot_board_index_20150824.docx
rb Posted December 21, 2018 Posted December 21, 2018 Added a bit to BRK.B today. - - - o 0 o - - - Not exactly a day here on CoBF like August 24th 2015, huh? [; - D] Aug 24, 2015 was a glorious day. I remember being in line at the Ministry of Transportation to renew my license plates and trading on my phone. But I was thinking the same. That it feels different this time around. Two reasons for that in my view. 1. Stocks were already very expensive. The recent drops haven't made them very cheap overall. 2. This feels like the "real one". I don't think this is just a dip. This is merciless selling and could go on for a while. It may be the time that the young 'uns learn what the stock market is all about.
John Hjorth Posted December 21, 2018 Posted December 21, 2018 ... Aug 24, 2015 was a glorious day. I remember being in line at the Ministry of Transportation to renew my license plates and trading on my phone. But I was thinking the same. That it feels different this time around. Two reasons for that in my view. 1. Stocks were already very expensive. The recent drops haven't made them very cheap overall. 2. This feels like the "real one". I don't think this is just a dip. This is merciless selling and could go on for a while. It may be the time that the young 'uns learn what the stock market is all about. Crazy stuff to read, rb, It reminds a bit about when I was buying SAN at the day of the Brexit vote disclosure. With regard to this sell-off, - as always - time will tell. Personally, I think I've lost my reptile brain. I don't know where I've dropped it. No real mental reaction going on. Also for that, time will tell, if it's a bug or feature. If it's a bug, I'll start to search for that lost thingy. As investors, we have several not so pleasant things in front of us right now.
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