Dividend Diplomats Recent Buy – CZNC

The Dividend Diplomats were back at it again!  Yes, both of us purchased the same company approximately two weeks ago and we wanted to share the purchase article with you.  And yes, this is the second time we have both purchased a stock at the same time in 2016.   Due to both of being busy with work, traveling, vacations, festivity planning, etc.. we were taken away from writing this article closer to the date of the stock purchases we made.  Given that we are both Financial Institution auditors, we purchased a bank that is already friendly in our portfolio – Citizens & Northern (CZNC).  Time to cash in those checks for stock! Continue reading

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Wells Fargo & Co (WFC) Stock Analysis

Banks.  BIG Banks.  This is one industry in 2016 that has not taken off/sky rocketed or have said – even with negative evidence troubling the world we are going to appreciate.  This is one of the industries that has looked in the mirror and said – oil, world crises, earnings, and other economic factors do play a toll on my business and our price will reflect that.  As the S&P is slightly up for the year, one company is down 13.39% year to date.  Let’s find out the Dividend Diplomat Stock Metrics over… Wells Fargo & Company (WFC).

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Am I too Overweight in Mutual Funds?

As investors, one of our favorite words is diversification.   We are taught to diversify our portfolios to avoid exposure to any one particular investment or sector of the market and achieve balance.  One of the easiest ways to achieve diversification is through purchasing mutual funds, which I did at the beginning of my investing career.  However, now that I have grown as an investor and now own 30 individual stocks, I wanted to take a look back at my current mutual funds to determine if too much of my portfolio is allocated to these diversified holdings.  It is time to take a look at the five mutual funds I hold and determine if ACTION needs to be taken.

mutual funds

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10 Stocks on My July Watch List

Having an established Watch List is critical for investors.  It will help a potential investor identify when a company, that they have performed research over and determined that they would one day like to buy at a reduced price, becomes more affordable.  Interestingly, even though I know about the importance of a Watch List, I still have not created one to date.  This was brought to my attention recently by Henry at Living At Home when he asked me if I had any other stocks on my radar.  I couldn’t believe it, but I did not have an answer.  Now, it is time for me to put together a list of stocks to monitor going forward.  Here are ten stocks I am adding to my July Watch List.

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