Latest Stock Purchase 6/16/14

The decision was made on an opportunity that I felt was staring blank, right into the eye.  The opportunity I felt in my gut, came from an analysis I did on a stock over this past weekend.  I simply used our dividend screening tool to assess the situation and thought – this fits in and based on past history and valuations currently, I had to pull the trigger.

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FirstEnergy (FE), AEP (AEP), and Dominion (D) Stock Analysis

I am getting ready to move into a new apartment on July 1st.  It is going to start the beginning of an amazing new chapter in my life.  I cannot wait.  One of the pre-move chores is to set up your new place’s utilities.  I shopped the price around to eventually settled on the lowest cost provide.  This got me thinking, why not spend some time and run each of the companies I shopped around through the Dividend Diplomats Stock Screener?  Continue reading to see how FirstEnergy (Ticker: FE), AEP (Ticker: AEP) and Dominion Resources (Ticker: D) measure up against each other.

Light Bulb

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Target Stock Analysis

Target has obviously been a part of some very intense headlines this year – Data breach on credit cards, as well as CEO stepping down from the company.  I have actually had this analysis in draft form and then last Tuesday – provided even more great news for me to hold off on publishing the article.  Here is my Target (TGT) stock analysis and my decision to purchase or not to purchase:

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A Best Buy Tale: Lessons Learned from My Largest Loss

“Failure is simply the opportunity to begin again, this time more intelligently.” – Henry Ford

“Failure is a part of success.” – Hank Aaron

A little over a year ago I sold my stake in my biggest nightmare investment and realized my largest loss to date, Best Buy (Ticker: BBY).  No one ever likes to receive less cash than they invested. But you know what, it happens.  What’s important are the lessons you learn from the experience and how you can prevent the situation going forward.  This article will share my BBY tale and the lessons I learned from this losing experience.

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7 Easy Ways to Save $773,000

As investor and other like-minded individuals, we find it is not so much how much money you make, but how much money you save that will further assist in your investing and financial freedom goals.  Today we share 7 of our favorite ways to save, to which we will break each one down.  We will find how much you can save on a monthly/annual basis, as well as how much those extra funds can be worth further down the road.  Life is great when you can dissect your expenditures and figure out new ways to save and open up more cash to invest!

Save money, money, IRA, Roth IRA

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Bert’s May Investment Report

How crazy is it to think that we are already 5 months in to 2014? We are nearly approaching the halfway mark and I still feel like I was just watching the ball drop. Anyways, as May closes it is time to review my month and to see assess my progress towards my 2014 portfolio goals. The month started out slow for me, but then things took an interesting turn as I made two purchases at the end of the month. With these purchases and some appreciation, I now see my portfolio sitting north of $37,750 with a yield of 4.03%. I am inching closer and closer to $40,000!

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HCP Stock Analysis and Purchase Summary

This week was a pretty exciting week for my portfolio.  I crossed two major milestones in my portfolio: $35,000 in market value (Now over $37k) and $1,500 in projected dividend income.  What’s exciting/crazy is I am one purchase and one crazy week of appreciation away from crossing the $40k mark.  It is funny how fast your portfolio can grow. I was able to cross the $35k mark with two purchases  last week.

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