Recent Stock Purchase December 2016

Well, it looks like I’m still in ‘buying mode’ after a pretty busy November for myself. I mentioned in my last ‘recent purchase’ post that the last time I made three separate buys in any of my portfolios in one month was back in September 2015 and with this recent pick up it would now make four weeks in a row that I have been buying dividend stocks. It’s all about the ebbs and flows of investing. Sometimes we have heavy periods of buying and sometimes you can hear the crickets chirping.

 

With December officially starting and the “Trump Bump” still intact, along with some positive news for the energy markets, many stocks and whole sectors are continuing to march ever higher. Of course, with some stocks starting to look out of reach, others are still faltering and offering us good buying opportunities and at the very least much better value and yield relative to summertime prices. We all know which sectors (consumer staples & REITs) and stocks have been hurt the most in recent weeks which is why it’s no surprise that I’m sticking to my “December 2016 Stock Considerations” post and picking up a couple consumer staples to start off the month. With that being said:

 

I have added to my taxable account 20.2806 shares at $39.45 for a total investment of $800.07 in Unilever PLC (UL). This is a new position in my taxable account as my ROTH contributions have been met for 2016. My ROTH account holdings in UL totals 102.5645 shares for a current market value of $4,100.53.

 

I have added to my taxable account 7.8438 shares at $101.99 for a total investment of $799.99 in Diageo plc (DEO). With this recent purchase my taxable account holdings in DEO now totals 43.4421 shares for a value of $4,398.08.

 

With these two recent purchases I feel compelled to pick up an order of fish and chips and wash it down with a Boddingtons or a Newcastle Brown Ale. Notice a theme with these buys???

 

What do you think about my recent purchases? Are any U.K. stocks making their way into your portfolio or other sectors perhaps? Please let me know below.

 

Disclosure: Long UL, DEO

28 thoughts on “Recent Stock Purchase December 2016

    • Hi John,

      Nice pick up with AFL. I really like that stock a lot long term and it has an amazing dividend growth rate as well. If it wasn’t my largest holding in my portfolio I would be picking up some as well. I still like UL at $40 and below and it may be another buy for me before the year is out. We are seeing some weakness in many U.K. stocks these days with a strong dollar and weaker pound and Brexit noise taking its toll. Thank you for commenting.

    • Hi Tawcan,

      Picking up solid long term dividend payers at better prices, value and yield is always nice. I have a feeling we’ll continue to see weakness in U.K. domiciled stocks. Thank you for sharing your thoughts.

    • Hi DGG,

      I like MDLZ a lot as a long term holding as evidenced by my taxable and ROTH account holdings in the name, but at current levels I am not a fan. The payout ratio for the dividend is way above my comfort level and the valuation of the stock is too high as well. I do not plan to sell nor buy any MDLZ at current levels. I will continue to hold. Thank you for stopping by and commenting.

  1. Looks like you really like UL :), I added some UL a couple of weeks ago so it’s a pretty big position in my portfolio. I’m personally waiting for PG to go a bit lower to start a position there.

    • Hi DK,

      At these levels and lower I will continue nibbling on UL. Like you, I am also waiting for a better valuation for PG. I have not added to that stock in a long, long time as it always seems way too expensive. We’ll see how the rest of the month unfolds. As always, I appreciate your comment.

    • Hi IH,

      I have been nibbling on UL once a week for four weeks now. As long as prices remain depressed and that yield is well above 3% it will continue to interest me. Same is true for DEO. Of course, there are other lagging stocks out there that I like so we’ll see if another December buy is in store for me. Thank you for commenting.

    • Hi Roadrunner,

      UL has been very popular for a few weeks now. I always state that at $40 or below something is triggered that garners extra interest in that stock. I think the same will be true for KO at the same price. Thank you for sharing your thoughts.

    • Hi Brian,

      I’m pretty much like you putting as much cash to work whenever possible. Free trades or not, I don’t like seeing a big chunk of cash just sitting on the sidelines doing nothing. I know that over time these ‘nibbles’ can add up to a nice passive income stream. Thank you for stopping by and commenting.

    • Hi anonymous,

      Nice entry price for DEO. It’s a great stock for the long run and I have a feeling we’ll continue to see headwinds for this name in the near term. Of course, that just means better buying opportunities for us. Thank you for your comment.

    • Hi EL,

      I agree with you. I’m not sure why dividend growth investing is still poo-pooed on, for lack of a better term. Each month with our dividend income reports we continue to show progress even with those inevitable hiccups like dividend cuts. I’m sticking with DGI. I have a few years of track records that show a growing passive income stream. Thank you for sharing your thoughts.

    • Hi ARB,

      I appreciate the gesture. Bottom line, I think many, many households worldwide are contributing to UL’s multitude of billion dollar brands. Thank you for stopping by and commenting.

  2. Hi DivHut,
    Congrats on the purchases and am definitely up for a Boddington’s!

    I don’t own individual ADRs now but have some exposure to ULVR as they’re the 27th holding in the international high yield fund I own instead. DEO / DGE isn’t part of the fund though – I suppose their yield is too low, but they’re a great dividend champion with a solid growth history (28 years in the UK) by my counting.
    Best wishes,
    -DL
    Dividend Life recently posted…My $1,227 pancake breakfastMy Profile

    • Hi DL,

      Both UL and DEO have great track records from a growth and dividend perspective. They may not operate in the most exciting sectors but they are very consistent and reliable in terms of making their payments to shareholders which is my primary concern. Happy to be a fellow shareholder with you either directly through stock or an international high yield fund. As always, I appreciate your comment.

    • Hi ACI,

      I usually don’t make purchases this frequently but it was tough not to nibble on some of those stocks, especially when the yield started climbing well above 3%. Happy to be a fellow UL shareholder. Thank you for commenting.

  3. I recently added UL,PG and K to my portfolio just 10 shares of each. I was wondering if you buy any ETFS It seems I could have bought XLP and receive almost the same dividend and have more diversity on consumer staples. I appreciate the feedback

    Thanks
    Wayne

    • Hi Wayne,

      Nice pick up with those solid consumer staples. I like UL and PG, in time. Still seems a bit too rich compared to other stocks out there. Your comment brings up a classic debate among many long term investors. Investing in ETFs or individual stocks or both. You’ll find people are very passionate about which camp they belong to. Personally, as you can see from my portfolio, I chose to go exclusively with individual stocks. Not that there is anything wrong with ETFs or that they don’t belong in a growth portfolio. It’s just my personal preference. I’d rather pick a select few stocks from a particular sector that offers, not only good current yield as you suggested, but also very strong dividend growth rates. With ETFs you cannot really enjoy the direct benefits of an accelerated dividend growth rate. Also, there is an ongoing cost with holding individual stocks as all ETFs have expense ratios that range from very low rates to ridiculously high. Hope this helps.

  4. To answer your question, in addition to UL, I’m also adding to CCE. Although UK based, reports in € – not as long a history due to a recent merger. Also adding to JNS in US$ as they will be merging with Henderson (HGG.L) in 2017 which I suspect will provide pure exposure to the £ (although final details will be provided later).

    • Hi Charlie,

      Thanks for sharing your recent pick ups. Looks like you have been shopping around as well. Even with the market at all time highs there’s still quite a bit of value out there. As always, I appreciate your comment.

Leave a Comment

CommentLuv badge