Loyal3 Buys, November 2015

Travel Gremlin here again to talk about how I've been improving my portfolio.  I'm on the road again this week, this time in upstate New York.  Though I am writing this while trying out a new six pack of beers, I am not going to be writing a review of them because there are better things to talk about.  Getting to it, I've put a solid amount of capital to work this month buying more shares to push my passive income higher.  This time I added to 4 existing positions and started one new position.  Two of my positions were Consumer Discretionary and the rest were Consumer Staples. Lets see what I bought.

Company	Ticker	$ Invested	Shares Purchased	Annual Income Added
Dr. Pepper Snapple	DPS	$100	1.1579	$2.22
The Gap, Inc.	GPS	$110	4.3376	$3.99
Hershey's	HSY	$190	2.1668	$5.05
VF Corp	VFC	$140	2.0977	$3.10
Wal-Mart	WMT	$60	1.0295	$2.02
Totals		$600		$16.38

A total of $600 was put to work, an increase of 0.3% from last month when I added $598.  It adds $16.39 of annual income to my 12-month forward outlook.  I like all of the companies, though I want to see a few better valuations.  Still DPS and VFC are not always available at good prices, but I like their long term outlook.  This is a marathon, not a sprint.

GPS is a new position for me, and they have garnered some nice attention at other DGI blogs, and I will let you look there for hard number valuations.  Looking at their numbers you will see a low P/E and a nice recent history, especially in the dividend raises column.  However, my perspective is a little different.  When we get a package with clothes in the mail, its likely from the Gap.  My wife claims their jeans are the only ones that fit her ass right, no joke.  I like their shirts, and 100% of my jeans are from Old Navy.  Sure their clothes are not made of indestructible burlap, but they at least don't need ironing (non-iron shirts are awesome), they don't break the bank, and they look alright.  I see this position being a small one, but even the small ones have their usefulness and niche.

Next month I plan to continue pursuing my goals with my Loyal3 account.  I will likely have a smaller selection next round, targeting very well priced stocks.  I also plan on adding a position in YUM at some point, but I am still eyeing it and waiting.

- Gremlin
- Long all stocks, except YUM.
- Portfolio values and shares will be updated at the end of the month.