Latest Stock Purchase 8/1/14- Aflac

Quack, Quack, Quack, Quack, AFLAC!  I think everyone can get the gist of what this article is going to be about.  I had my latest stock purchase last Friday on the 1st of August, as a nice little downturn to the market showed a more appealing side to my favorite insurance company – Aflac (AFL).  Continue reading

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Diageo (DEO) Stock Analysis

Who owns the No.1 in: Scotch Whiskey, Canadian Whiskey, Premium Vodka, Liqueur, Gin & Stout in the world?  Ever hear of Johnnie Walker, Crown Royal, Smirnoff, Baileys, Tanquerray & Guinness.  We sure have and I’ve seen many friends drink these over the course of this past weekend even.  And it got us Diplomats thinking… who owns these guys?  I (Lanny) knew who owned Baileys and it caused the diplomats to get the coffee brewing and to crack open our research madness.

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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…

mattel-black-friday-sale1

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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.

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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.

Aflac_Color

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Lanny’s June Investment Report

We are at the mid-point everyone!  This is a great time to reflect on our goals, see what changes we need to make going forward and to assess what went right/wrong, and to make decisions from there.  I am extremely excited to close the first half of the year, but am ever-so looking forward to the next half.  Let’s see what June 2014 brought in my June Investment Report.

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Crossing the $40k Mark

Lanny is not the only person to hit a milestone this year.  We are only 6 months into 2014 and I reached my ending market value goal of $40,000.  Through a healthy dose of appreciation, dividend payments, and a Roth 401(k) match from my employer, my portfolio has finally crossed this benchmark.

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