It has been a while since we performed our last stock analysis, when we reviewed Philip Morris International. This seemed to be beneficial for us, as Lanny purchased a large amount of shares last week; Recently I have been keeping a close eye over a stock that is down almost 9% YTD and would represent a new industry in my portfolio. While it appears to be undervalued, it is time to perform a detailed stock analysis over Archer-Daniels Midland to see how it stacks up in our dividend stock screener!
Decision Made… Philip Morris > Lorillard
After the long thought debate and analysis on whether I should maintain my Lorillard (LO) holding or sell and rejuvenate my position into Philip Morris (PM), my decision was made. You can remember last week, my LO stock was close to hitting the ceiling potential and the valuation on the stock just wasn’t showing that it was an appropriate valuation anymore, as well as my brief research into Reynolds American. I wanted to know my money was going to transition into an undervalued stock, and that it was under my control to make that decision/action happen… And it was. Continue reading
Bert’s Savings Rate Summary: February
We are flying through 2015 folks. With two complete months in the book and nearly a third (I apologize this post has taken me a while to finish), we are marching our way through the calendar year. Soon, it will be time for our quarterly goals assessment to see if we are on pace to hit accomplish our goals for the year. Anyway, as February came to a close, it is time to see if I was able to defeat the Dividend Diplomats’ Savings Challenge for the second consecutive month. Let’s review my savings rate summary.
My Cigarette Problem
Okay – I am sure the title fools you, but I thought it may be clever to have one think – what are Bert and Lanny up to now? Are they okay? Yes – we are okay and no – we do not have a physical Cigarette problem. It comes down to the fact that I (Lanny) own both Lorillard (LO) and Phillip Morris (PM). I have had a discussion with Bert on the right plan of attack with holding Lorillard and PM looking at a very low price point/strong valuation. Here is the cigarette problem I am facing.
Lanny’s February Income and Expense Summary
As you have come to see from us Diplomats – each month we share our savings from the income and expense we have endured during the previous month. Our goal is to achieve 60% savings rate in an ever inflationary lifestyle from advertisers, television, peers and co workers. Though it is difficult, we know the combination of being frugal, saving and investing allows us to achieve our financial freedom goals faster, by still enjoying the benefits of life itself. Was I able to hit 60% this month? Let’s check out my income and expense summary from February!
Bert’s Dividend Income Summary – February
February has flown by! The 28 days came and left before I knew it. With work hitting its peak, I was scraping to find time to track my portfolio and dividend income. But don’t worry, there is always time to monitor your portfolio and keep a close eye on your progress. With another month behind us, it is time to see take a look at my dividend income summary for the month.
Lanny’s Recent Stock Purchase – CAT and HCP
I’m back at it baby! After almost a one month hiatus from buying a stock outside of my 401k
purchases through my employer, I am back on the saddle and made a few moves. The month of March has opened up great opportunities into the market place and I’m even more excited to purchase more stock in the coming days/weeks. The market from the last 5 business days of 3/2 – 3/6, has dropped almost 2 % overall and has really opened up great dividend stocks at better prices. I took advantage of a few this week, let’s take a look.



