Wednesday, January 14, 2015

Recent Buy - Exxon (XOM)

Wow another purchase, that makes two this month after my Unilever buy. I had a standing order to purchase shares of XOM and it triggered my limit order the other day as the markets were tanking. I've had my eye on some energy stocks for some time as they have been taking a bit of a beating with oil dropping like a rock. I could have bought more Chevron as well but I'm fully invested in CVX right now. It is my largest holding and although I'd be averaging down I thought it might be a good idea to add some diversity and purchase Exxon instead.

I knew at the $90 mark XOM should be at a 3% yield and that's great for XOM which has an average 5 yr yield at 2.4% and has a 3yr dividend growth rate of 13.4% as well. Morningstar has set a $108 fair value target for Exxon. Exxon may continue to drop with oil so I may buy here and there if it falls. Stay tuned !

I purchased 14 shares of XOM at $90.00 for my initial position in the company.

Exxon Mobil Corporation is engaged in energy, involving exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products.


Exxon Chart

Exxon Basic Statistics
  • Ticker Symbol: XOM
  • PE Ratio: 11.30 (14.2 forward p/e)
  • Yield: 3%
  • Dividend Growth: 32 years
  • Payout Ratio: 33%
  • Market cap: $380b
  • Beta: 1.08
  • Website: http://www.exxonmobil.com


Exxon Dividend Growth Chart

Tuesday, January 6, 2015

Recent Buy - Unilever (UL)

It's that time again where I make my monthly stock purchase. This time around I chose Unilever (UL). I made my purchase on Monday morning when the markets were in a free fall after some oil companies were downgraded and this allowed me to get in under the $40 mark I was shooting for. I also had my eye on XOM but ultimately went with Unilever since I believe there will be continued weakness in oil through 2015 and I think I have time to get in a bit cheaper in the coming months.

I purchased 30 more shares of UL at $39.33 giving me a total of 56 shares now.

Unilever PLC is a supplier of fast moving consumer goods. Its four principal areas of operations are: Personal Care, Home Care, Foods and Refreshment. A top maker of packaged consumer goods worldwide, Unilever products are sold in more than 190 countries throughout Africa, Asia, Latin America, the Middle East, North America, and Western Europe. The company's offerings span several categories, including savory, dressings, and spreads; ice cream and beverages; personal care; and home care. Unilever's portfolio boasts a dozen brands that each ring up more than $1 billion annually. Best sellers include Hellmann's (mayonnaise), Knorr (soups), Lipton (tea), Dove and Lux (soaps), and Sunsilk (hair care). Unilever is the operating arm of Netherlands-based Unilever N.V. and UK-based Unilever PLC.


Unilever Chart



Unilever Basic Statistics
  • Ticker Symbol: UL
  • PE Ratio: 17.51
  • Yield: 3.82%
  • Payout Ratio: 61%
  • Market cap: $118b
  • Beta: 0.93
  • Website: http://www.unilever.com


Unilever Dividend Growth Chart


Friday, January 2, 2015

December Dividend Update


It's time to report on my December dividend income!  This month my dividend total was $213.07 which is down from the $227.94 that I made last quarter in September. This was not due to anything sinister like a dividend cut but merely some of the dividends I was expecting have moved in to January. The two culprits were PEP and WMT which will pay on Jan 5th. This would have been a record month had they fell in December. Instead it looks like January will be a solid month. Can't wait.

In comparison, last years December total was $162.21 so even with a lower total than I was expecting I still managed to increase my total dividend income by over 31% which isn't too shabby.

December 2014 Purchases
  • GlaksoSmithKline (GSK) - 29 shares @ $42.39
  • AT&T (T) - 36 shares @ $35.6

December Dividend Increases
  •  McDonalds (MCD) - From .81 to .85 ( a 4.9% increase )
  • Universal Health Trust (UHT) - From .63 to .635 ( a 0.8% increase )

December 2014 Dividend Income
  • Johnson & Johnson (JNJ) - $11.90
  • Chevron (CVX) - $57.78
  • Lorillard (LO) - $17.22
  • Unilever (UL) - $9.33
  • Reality Income (O) - $18.31
  • Avista (AVA) - $18.42
  • McDonalds (MCD) - $29.75
  • Coca Cola (KO) - $18.61
  • Universal Health Trust (UHT) - $31.75

Total Dividends For December: - $213.07

Total Dividends for 2014: - $2505.48



Monday, December 15, 2014

Recent Buy - GlaxoSmithKline (GSK)

Wow the markets have been taking a beating here lately and there's some stocks out there looking pretty cheap. The market volatility coupled with some troubling company headwinds are hitting some stocks extra hard. GSK is certainly not immune to such troubles as the stock has been suffering from slowing sales, job cuts and skepticism about the Novartis deal. Rumors about a takeover are looming but nothing more than rumors at this point. All of this has pulled the stock down to the low $40's and a juicy near 6% yield so I thought I'd average down a bit here.

I have a feeling I may make another purchase this month and I have my eye on a few names including IBM, BBL, T, KMI, CVX, and XOM. Hopefully Santa is good to me so I can get some shares while there's a fire sale! :-o

I purchased 29 shares of GlaxoSmithKline (GSK) @ $42.39

GlaxoSmithKline plc (GSK) is a British multinational pharmaceutical, biologics, vaccines and consumer healthcare company which has its headquarters in Brentford, London. As of March 2014, it was the world's sixth-largest pharmaceutical company. GSK is engaged in the creation and discovery, development, manufacture and marketing of pharmaceutical products, including vaccines, over-the-counter (OTC) medicines and health-related consumer products. GSK’s principal pharmaceutical products include medicines in therapeutic areas: respiratory, anti-virals, central nervous system, cardiovascular and urogenital, metabolic, antibacterials, oncology and emesis, dermatology, rare diseases, immuno-inflammation, vaccines and human immunodeficiency virus (HIV). The Company operates in three primary areas of business: Pharmaceuticals, Vaccines and Consumer Healthcare.

GSK Stock Chart


 

GIS Basic Statistics

  • Ticker Symbol: GSK
  • PE Ratio: 14.3
  • Yield: 5.94%
  • Payout Ratio: 90%
  • Market cap: $99b
  • Beta: 0.86
  • Website: http://www.gsk.com


GSK Dividend Growth


Note the crazy dividend is due to currency fluctuations but the trend is upwards at around 6.5% in the past 5 yrs.