Friday, November 21, 2014

Loyal3 Stock Buys of the Week Edition #9


I have decided to go crazy on another set of buys for this week. As everyone already probably knows L3 has decided to get rid of the usage of credit cards for investing. I took advantage of this and made out another long list of buys that was similar to last week. I am a little over weight on the Consumer Cyclical sector at this point, but I will say that this sector is doing quite well lately. My theory is that more people are drifting towards safer blue chip investments rather than the low cap and mid cap stocks.

                My strategy going forward will be a little different but the goals are all the same. Rather than take advantage of the minimal amount of blue chips on L3, I will be focusing more on building up my portfolio on Sharebuilder. L3 is a great way to get into investing but I feel like I have built a pretty solid foundation for my portfolio.  I will continue to fund my L3 account when the opportunity presents itself because it will still be commission free as of this writing.

                It is no surprise that I will be transitioning back and forth.  When you invest with L3 you pay no commissions on trades. However Sharebuilder offers me a ton of other stocks that L3 does not offer. I really want to get into buying up some stocks in the energy and financial sectors so that I can diversify my overall portfolio. Canadian banks and oil giants are presenting some great buying opportunities that are not offered on L3. 

Here is my list of buys for the week:


Company
Amount
Share Price
P/E
Div Yield
UNILEVER (UL)
$150
$40.61
18.13
3.70%
COCA-COLA(KO)
$100
$42.81
23.71
2.86%
MATTEL(MAT)
$50
$30.81
14.89
4.90%
MCDONALDS(MCD)
$50
$95.68
18.90
3.53%
TIME WARNER (TWX)
$50
$80.00
17.26
1.59%
KELLOGGS (K)
$50
$64.31
13.26
3.07%
DISNEY(DIS)
$100
$90.51
21.20
0.95%
KRAFT(KRFT)
$50
$57.78
14.55
3.83%
VIACOM(VIAB)
$100
$74.13
13.45
1.81%
HERSHEY(HSY)
$150
$96.49
26.12
2.23%
TOTAL
$850.00
 
 
Average  2.70%

 

               

 

8 comments:

  1. Building up the cable names on L3 is a smart play. If you read Buffett's buys from last quarter he purchased VIAB and a bunch of other cable plays.

    ReplyDelete
    Replies
    1. Anonymous,
      The cable companies are great to have even though current dividend yield is low. I like the diversity that companies like TWX provide. VIAB is probably the most attractive value right now. And like you mentioned Buffet has been buying up shares of VIAB for a reason.

      Delete
  2. DM,

    Looks like a sound strategy. Also that is a great group of companies you picked up. I like MAT and KO the best of the group.

    Keep aggressively investing the capital. You are doing great!

    MDP

    ReplyDelete
    Replies
    1. Hey MDP,
      MAT is a great buy at this price and current yield at nearly 5%. Although it is not a huge part of my portfolio, it does provide some decent cash flow. I was glad to have picked up a buch of KO shares during the recent dip. I am now saving for a possible buy in the energy sector. Thanks for the support and congrats on your recent goal completion.

      Delete
  3. It is very nice to be able to keep purchasing with zero commission with the L3 account. Too bad this is not available to me. Keep sharing, I like the holdings you are building up. Wish you all the best.

    ReplyDelete
    Replies
    1. David,
      The zero commision has saved me some money and I am hoping the eventually allow other countries to get in on the action. I have a good feeling that L3 will continue to grow and add more companies to the website. Good luck and thanks for stopping by!

      Delete
  4. Sounds like a good strategy. Utilizing two brokers and take advantages of the different offerings is a great way to build up your portfolio.

    ReplyDelete
  5. I purchased some UL this week. Qualitatively, I think the rest of the stocks are great but I haven't done or read any quantitative analyses recently.

    Thanks,
    Wallet Engineer

    ReplyDelete