Having an established Watch List is critical for investors. It will help a potential investor identify when a company, that they have performed research over and determined that they would one day like to buy at a reduced price, becomes more affordable. Interestingly, even though I know about the importance of a Watch List, I still have not created one to date. This was brought to my attention recently by Henry at Living At Home when he asked me if I had any other stocks on my radar. I couldn’t believe it, but I did not have an answer. Now, it is time for me to put together a list of stocks to monitor going forward. Here are ten stocks I am adding to my July Watch List.
Monthly Archives: July 2014
Mattel (MAT) Stock Analysis
Do you know what Hot Wheels, Matchbox Cars, Barbie, Polly Pocket and American Girl have in common? They are all owned by a company called Mattel (MAT) and I am here to dive into this playful stock to see what bin of hopefully positive findings come from it. They are one of the world’s most renowned toy products seller and their portfolio is very expansive. Let’s take a look…
Losing a roommate… and the rental check to go with it
August 8th marks the day of a new era for me… the day my Roommate officially is out of my house that I purchased back in September 2011. Some may think that doing that was crazy of me and that it’s nice to have a bulk of the monthly payment on my house paid for, but here is why I had to have him move out.
Purchase Summary – 7/8/14
As I said in my June investment report, I had a couple of purchases up my sleeve for July. I was getting a little tired of sitting on the sidelines. So today, I decided to invest $1745 in two stocks that I already own. Here is my transactions summary for my purchases today.
Kraft Stock Analysis
Kraft Foods Group (KRFT) is one of the smaller holdings in my portfolio. I purchased my initial position in the company several months after the spin-off. A year and a half later, I wanted to perform an updated stock to assess whether I should maintain my current position or purchase additional shares. It was time to run Kraft through the Dividend Diplomats Stock Screener!
Bert’s June Investment Report
We have now reached and crossed over the halfway mark of 2014. I can’t believe it! Time flies by and I feel like you seem to lose track of time as you go through the motions of adulthood. With that in mind, it is time once again to assess how my portfolio performed during the month of June and to revisit the goals that I set for myself at the beginning of the year. Continue reading
Aflac (AFL) Stock Analysis
Aflac (AFL) is one of the dividend aristocrats and have taken a small hit year-to-date of about 6% to their stock price. The one tough thing to swallow is it’s heavy operations in Japan and then the remaining portion in US. This may cause currency translation fluctuations, as well as having too many of your eggs in 1/few baskets. Let’s dive into this stock, as I actually have a position in them already, they are a nice aristocrat (increasing dividends for 25+ years) and are one of few stocks to be on the downside Year-To-Date.
