Category Archives: Investing Topics

Bert’s February Watch List

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I’m getting an itch to invest.  Even after purchasing Pfizer a few weeks ago I still have some capital that I am trying to deploy.  This is eerily starting to remind me of when Lanny ran into the same problem (at the same time as a matter of fact!) of having capital to deploy but  no where to put it.    Despite the fact that the market wasn’t cooperating this week, I have my eyes on a few stocks that are getting very close to my “buy” zone.   If the prices fall next week, I may not be able to resist buying.  Time to check out my February Watch List!

Watch List

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Which “Always Buy” Stock is Cheapest?

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Breaking News!  The stock market had an insane week last week.  Every day was an exciting new chapter.  On Friday, the thrilling conclusion, the S&P 500 closed down 2.38% and this wasn’t even the lowest point of the day.  Bottom line is that there are many great stocks available at a discount right now and investors have been scooping them up left and right.  Heck, Lanny and I were both active as we both added to our stakes in ADM (See Bert’s purchase summary here and Lanny’s here).   With each subsequent red day in the market I become more motivated to add a rock-solid dividend paying company to my portfolio that I can buy and hold till I reach financial independence.   During times like these, I decided to look no further than my list of 5 “Always Buy” stocks to determine which one of these companies is trading at a price that may be too low to resist.

Watch List

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My Top 5 Reasons to Make Larger Stock Investments ($3,000+)

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Now, we all know from my 2016 goals post that my plan was to contribute to the stock market a minimum of $24,000, as well as to make 3 large trades that are at minimum $3,000 per order (it can be higher as well!).  I have had a few individuals message me, as well as other friends ask me this one question – why?  They also have asked/stated – wouldn’t that then eat into your capital and then you would not be able to strike when an opportunity exists/occurs?  I wanted to respond and shed more light on why I want to make these more “significant” purchases than my typical $600 to $2,000 purchases of stock I would make last year.

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Lanny’s 2015 Portfolio Review

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I  keep a copy in PDF of my portfolio every quarter, and have a deeper dive at 12/31, but this also provides a blog’d example of where I stand, so I can always refer back on the site the historical position of my portfolio.  As we have done in the prior year, this post will be a review and re-cap overall of my portfolio, the contributions, dividend going forward, dividend received, what I can analyze from the current position, etc..  It’s always fun to see what the year compiled into one snapshot of all of the hard work that goes into it.  I am excited to see where it stands and what can be done going into this new year!  Let’s dive on in.  Continue reading →

Bert’s December Watch List

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First of all, I want to take the time to wish everyone a Merry Christmas.  Today is such a great day as you get to sit down with family, share stories, exchange gifts, and spend some time catching up with each other.   Hopefully everyone is having a relaxing, special, day off.  I know Lanny and I are.   A few days ago, I published my 2016 goals article and I have been inspired over the last few days to find some great dividend growth stocks to add to my portfolio.   After all is said in done, there have been two stocks recently that I keep coming back to and wanting to add to my position/initiate a position in my portfolio.  Here is my December Watch List everyone!

Watch List

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Bert’s 2016 Goals

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I can’t write this without smiling.  2016 is going to be an amazing, life-changing year for me and I cannot wait until the ball drops on New Year’s Eve to make it official.  I’ll be marrying the love of my life at the end of May, so I don’t think there is a bad thing that can happen to me.   Well, now I left myself with an impossible task.  How on earth to I segue from that to discussing my 2015 investing goals?  Nothing I do this year will mean more to mean than that.  So I guess I will technically knock out one goal at the end of May?  Anyway…. now I’ll get down to business.  This article will discuss my 2016 goals!goals

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