Tired of reading my purchase articles yet? Better get used to it, because I am ready to unleash some capital on a go-forward basis. There are reasons I am able to buy more individual stocks, which I will explain in a later post. However, I unloaded capital, again, on Friday the 10th. This was not a significant amount of capital but wanted to explain my two small purchases in Kraft-Heinz (KHC) and a small community bank of Isabella Bank Corp. (ISBA).
Category Archives: Investment Activity
Bert’s Recent Stock Buys – Illinois Tool Works (ITW) & WestRock Co. (WRK)
It turns out that Lanny is pretty good at finding undervalued dividend growth stocks. I was such a big fan of some of his recent purchases that I decided to follow his lead and purchase two of the stocks he recently purchased as well. Luckily for me, even though I recently purchased shares of Tyson Foods, I had some extra capital to deploy. See why I initiated two new positions in my portfolio at the beginning of August.
Lanny’s Recent Stock Purchase – Bed, Bath & Beyond (BBBY), WestRock Co. (WRK) & Illinois Tool Works (ITW)
August has been hot and heavy with dividend stock purchases already! As you can tell from the title of the article, this isn’t about just one dividend stock purchase. We are talking a nice double triple punch to the portfolio. However, “punch” has a much more positive tone. Prices were ripe and I deployed a bit of capital into three young dividend producing & growing stocks!
Bert’s Recent Stock Purchase – Tyson Foods (TSN)
July was a long month for my portfolio. With Capital One selling their investment portfolio to Etrade , I was looking for a new trading form. After many, many talks with Lanny, I finally settled on Ally Investing. My transfer was initiated at the beginning of July, but my assets were not fully transitioned until the end of the month. This waiting period was unique and shook up the flow of the first six-months of the year that saw me making a lot of stock purchases. For the first 30 days of July, I did not make any stock purchases. However, on the final day of the month, I was able to sneak one purchase in. Here is why I purchased shares of Tyson Foods (TSN) on July 31!
Lanny’s Recent Stock Purchase – Starbucks (SBUX)
I hope everyone got the gist that I was buying a stock from my July dividend stock watch list! It surely did not take me long to deploy capital in a highly valuable company. Now, I may not have bought a stock in the order I thought that I was going to do, but still fit in my plan for purchases. It excites me to say, that the love for coffee, dividends and company culture, has engaged me to purchase stock into Starbucks Corporation (SBUX)!
Bert’s Recent Stock Purchase – Starbucks (SBUX)
The month of June was coming to a close and I was looking for another investment opportunity. For the second half of the month, I had one of the most publicized companies on my watch list. The company’s stock price had began to fall. Having added to my position earlier in the year at a higher price, I was instantly excited for the opportunity to add to this coffee giant. Here is why I added to my position in Starbucks (SBUX) in June!
Bert’s Recent Buy – Consolidated Edison (ED)
Lanny and I were painting the Dividend Diplomats’ headquarters last week (aka – his house). He left to take a quick water break and came back pretty excited. When he gets this tone in his voice, I know that only means one thing….there is a great stock that’s price is falling. He brought up the fact that Consolidated Edison’s stock price was down over 1.5% that day. Instantly I was excited because ED is one of our Top 5 Foundation stocks. After a brief discussion, I was sold. Here is why I added to my position in Consolidated Edison in June.