Regardless, April has been an exciting month thus far, and its almost halfway done. First, my new car has been exciting to drive and dependable! Second, several unique announcements have been made investment wise, mainly Kraft (KRFT) and GE; their development over the next few years should be exciting to watch and witness how they evolve or devolve. Lastly, spring is finally here. Spring means the final end of season push for the Barclay's Premier League (BPL) is on, NHL Stanley Cup Playoffs, BBQs, and of course the beach. So I will be taking this opportunity to talk about sports of course.
The BPL in my opinion is the most balanced top level flight of soccer in the world, sadly with no salary cap. There are teams that are better than the best BPL team, but those leagues typically miss out on better top to bottom parity. I remain a strong fan of no team, rather a supporter of good games and upsets. Most importantly I love watching the prior champion lose or do as badly as possibly. This past weekend I got a glimpse of that. Chelsea, though I dislike them, has all but wrapped up 1st place and Manchester City (prior champ) lost an important game in its local match (derby) with Manchester United. That is something I relish in sports; this might be due to the fact that all of my American teams have never won a championship. Or because in sports I can be petty... Perhaps that was why I was so excited the Seahawks did not repeat in the Superbowl, in-spite the other team being the Patriots.
Moving on, the NHL playoffs are upon us. To a few it is drawn out affair where for some reason ice hockey ends in the middle of June. To me, its fantastic. My team, the Caps, are in the playoffs and face a good match up in the first round versus the New York Islanders (NYI). For the Caps this is a great match up. They are entering the playoffs with a beast in net , strong scoring, and good defense.
So Let's Go Caps!
How is Spring looking for you?
Going forward I will be doing a qualitative analysis of a health care stock from My Dividend Growth's last post. I might take a similar look at my my current favorite on my watch list and talk some general history, as I am a history nerd / buff.
- Long MSFT, KO, KRFT, GE
- Gremlin
DG,
ReplyDeleteI think you've made great investments with KO and GE. GE shot up about 7% a couple days ago, and must have made you a lot of cash. I've been following your blog for a while now, and I think you're doing a great job racking up stocks that pay strong divs. Good luck to reaching your goals and can't wait to continue to read more blogs!
D2R
D2R,
DeleteThanks for the kind words. KO is a great buy, and is an example of an awesome dividend payer. GE I think is headed in the right direction, but we will see. The position I had in GE went up in price, but is not providing a dividend increase until (hopefully) 2017 - at least the way most people read it. I am good with the price increase, and I hope that in the long run they will reward us share holders.
Hope to see you around,
Gremlin
Solid long term buys no matter how you look at it. I like your KO buy better than the MSFT but that's just because I don't care for any tech stocks in my portfolio. Even boring companies can have some exciting news as we saw with GE and KRFT. I'd much rather own these 'boring' names rather than TSLA, FB, YELP and the like. Thanks for sharing and keep adding bit by bit.
ReplyDeleteDH,
DeleteGlad to hear from you. I agree boring stocks are the best. In the long run I see MSFT slowly starting to look more like IBM. I understand your hesitancy with tech and agree with those sentiments, but I feel AAPL and MSFT are still worth the risk in a large diverse portfolio. Especially with their valuations at present. Hopefully next month I will add a bunch of KO, and I agree TSLA, FB, and the like are not my bread or butter at all. Thanks for stopping by.
- Gremlin
Hey Dividend Gremlin. Glad everything is going well for you. I'm happy for you. Boring is good bud. Boring is calm and peaceful. I like that. Peace = Prosperity. I like the buys. When I feel good and ready, I'd like to buy Coke / Pepsi and more Johnson and Johnson this year. Hopefully our Canadian dollar rebounds abit as Oil prices increase. Well, enjoy the NHL! I'm rooting for the Canucks bud. :P
ReplyDeleteTake Care my friend.
Hustler,
DeleteI appreciate that sentiment and agree with it. Boring and peaceful are the ways to go. I hope to add more KO and PEP as well this year, and hope a little bit the $CAN rebounds a little, helps my dividend payouts from Canadian companies. Good luck with the Canucks man, Flames have been on a roll. Caps are in a tight series right now, got a great win last night though over NYI.
- Gremlin
Gremlin,
ReplyDeleteIt seems like everything is trucking along nicely over there! With the spring weather the past couple of days I've also been less active online. Nothing better than enjoying the great outdoors after a long and cold winter.
KO and GE remain on my buy list too, so I believe you're doing a great job building your position in them. Keep it up!
Best wishes,
NMW
NMW,
DeleteThanks for stopping by. I am enjoy the weather, and slowly adding to a few positions. Once my positions are built up more they will merge into my standard account and will become a better fit in the machine I am building.
Thanks for stopping by,
Gremlin