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2020 Investment Thread

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Couldn’t you tell Disney is hurting because of the Pandemic, no one likes their garbage movies, no one subscribed to their channel, and no one going to their parks? I hope it goes back down below 100.
 
Killroy1999 said:
Sorry for monster pics
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Aren’t these pictures made by the fund managers though? So there’s also impulsivity bias?
 
DesiDucati said:
Aren’t these pictures made by the fund managers though? So there’s also impulsivity bias?
Click to expand...

You will get similar if not the same advice from very savvy and experienced investors who have no skin in the game.
 
What do you folks like for relatively safe dividends with good price/return ratios? Here are some I was looking at with dollars spent purchasing one share today relative to dollars received in dividends over the last two years.

ADX: $16.42/$3.35 (4.9:1)
VDIGX: $31.18/$3.35 (9.3:1)
SCHD: $57.29/$3.56 (16.1:1)
SPY: $339.43/$11.17 (30.4:1)
AMT: $242.28/$7.94 (30.5:1)
VTI: $174.19/$5.61 (31:1)
VOO: $312.84/$10.78 (39.4:1)

Making $850/mo for every 100k on ADX sounds pretty sweet...

Adding Pete's list. Again, over two years..

F: $7.23/$1.05 (6.9:1)
NVS: $85.94/$5.61 (15.3:1)
MCD: $226.48/$9.64 (23.5:1)
INTC: $52.67/$2.55 (20.7:1)
DUK: $91.30/$7.53 (12.2:1)
PEAK: $28.34/$2.96 (9.6:1)
BEP: $53.11/$3.44 (15.4:1)
JNJ: $147.88/$7.62 (19.4:1)
DFS: $63.72/$3.40 (18.7:1)
T: $28.80/$4.10 (7.0:1)
ABBV: $87.07/$9.85 (8.8:1)
BTI: $35.48/$5.42 (6.5:1)
ET: $5.49/$2.44 (2.25:1)
MED: $164.49/$7.52 (21.9:1)
BMY: $60.42/$3.44 (17.6:1)

CPB: $48.25/$3.15 (15.3:1)
 
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byke said:
What do you folks like for relatively safe dividends with good price/return ratios? Here are some I was looking at with dollars spent purchasing one share today relative to dollars received in dividends over the last two years.

ADX: $16.42/$3.35 (4.9:1)
VDIGX: $31.18/$3.35 (9.3:1)
SCHD: $57.29/$3.56 (16.1:1)
SPY: $339.43/$11.17 (30.4:1)
AMT: $242.28/$7.94 (30.5:1)
VTI: $174.19/$5.61 (31:1)
VOO: $312.84/$10.78 (39.4:1)

Making $850/mo for every 100k on ADX sounds pretty sweet...
Click to expand...

Dividend stocks I've seen recommended over the last year or so:

F:
NVS:
MCD:
INTC:
DUK:
PEAK:
BEP:
JNJ:
DFS:
T:
ABBV:
BTI:
ET:
MED:
BMY:
 
byke said:
What do you folks like for relatively safe dividends with good price/return ratios? Here are some I was looking at with dollars spent purchasing one share today relative to dollars received in dividends over the last two years.

ADX: $16.42/$3.35 (4.9:1)
VDIGX: $31.18/$3.35 (9.3:1)
SCHD: $57.29/$3.56 (16.1:1)
SPY: $339.43/$11.17 (30.4:1)
AMT: $242.28/$7.94 (30.5:1)
VTI: $174.19/$5.61 (31:1)
VOO: $312.84/$10.78 (39.4:1)

Making $850/mo for every 100k on ADX sounds pretty sweet...
Click to expand...


Re: ADX, too bad I didn't buy that dip at the end of March. Aah, hindsight.....
 
byke said:
What do you folks like for relatively safe dividends with good price/return ratios? Here are some I was looking at with dollars spent purchasing one share today relative to dollars received in dividends over the last two years.

ADX: $16.42/$3.35 (4.9:1)
VDIGX: $31.18/$3.35 (9.3:1)
SCHD: $57.29/$3.56 (16.1:1)
SPY: $339.43/$11.17 (30.4:1)
AMT: $242.28/$7.94 (30.5:1)
VTI: $174.19/$5.61 (31:1)
VOO: $312.84/$10.78 (39.4:1)

Making $850/mo for every 100k on ADX sounds pretty sweet...
Click to expand...

ADX is an interesting purchase, I've held it off and on for years. Also the oldest fund in America.

It has upsides and downsides. It has a stipulated purpose of high return dividends, which are sometimes met by selling appreciated shares. It's more market sensitive than many funds. It's also selling at a nice discount. Right now a bit rich for my blood, but who knows, this may be the low point, lol.

Like I said, owned it off and on for many years and never regretted. Remember that you are buying into the December dividend, typically they will have four small dividends and one December large dividend to meet their goals. That also reduces the price by the dividend amount, which means you will see the NAV go down a couple bucks when the dividend issues. Every year this happens. Just something to remember, the dividends are small all year until December. And you won't see much growth, at all. It's strictly dividend CEF. What does that mean? The fund started at $10 a share in 1929, reached a high of $30 in 2000, and currently is selling for $16.50. On the other hand, the dollar in 1929 was worth $15.19 of today's, so there's a pretty good indication that ADX is not going to gain in share price, but be of value for dividend.

PS: Don't be fooled by ADX. That dividend return is not happening every year. The company stipulates that they will return 6% yearly minimum and often return more. But that's more like $500 a month, not $800.
 
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CPB has a 2.88% dividend yield, and the price is right. I'd buy it if I hadn't already.

INTC is at 2.57% and still well below its historical price trend. Got that one too.
 
NorCalAthlete said:
Dividend stocks I've seen recommended over the last year or so:
Click to expand...

Thanks Pete. I added these to my post above. That ET is a big red flag, or, it's a go-into-this-eyes-wide-open kinda dividend.

900ss said:
Re: ADX, too bad I didn't buy that dip at the end of March. Aah, hindsight.....
Click to expand...

Man I kick myself so often. If I'd have done what I should have done just ten years ago...

afm199 said:
ADX is an interesting purchase, I've held it off and on for years. Also the oldest fund in America.

It has upsides and downsides. It has a stipulated purpose of high return dividends, which are sometimes met by selling appreciated shares. It's more market sensitive than many funds. It's also selling at a nice discount. Right now a bit rich for my blood, but who knows, this may be the low point, lol.

Like I said, owned it off and on for many years and never regretted. Remember that you are buying into the December dividend, typically they will have four small dividends and one December large dividend to meet their goals. That also reduces the price by the dividend amount, which means you will see the NAV go down a couple bucks when the dividend issues. Every year this happens. Just something to remember, the dividends are small all year until December. And you won't see much growth, at all. It's strictly dividend CEF. What does that mean? The fund started at $10 a share in 1929, reached a high of $30 in 2000, and currently is selling for $16.50. On the other hand, the dollar in 1929 was worth $15.19 of today's, so there's a pretty good indication that ADX is not going to gain in share price, but be of value for dividend.

PS: Don't be fooled by ADX. That dividend return is not happening every year. The company stipulates that they will return 6% yearly minimum and often return more. But that's more like $500 a month, not $800.
Click to expand...

From what I've read about it, it seems like the only stock I've found that hits that sweet spot of killer returns with a high degree of safety. They seem to very roughly track the market over the last ten years, to a lesser degree of course, and yes I see the big december drop from the dividend, which is actually way more than the dividend itself, so I'm considering diving in at the december drop and forego the dividend for this year. But it is odd how the trend you describe has developed over the last few years. Anyway, I like it and will probably give it a try.

scootergmc said:
I have a chunk in VDIGX, in it for the long term.
Click to expand...

Can't go wrong with this one.

rodr said:
CPB has a 2.88% dividend yield, and the price is right. I'd buy it if I hadn't already.

INTC is at 2.57% and still well below its historical price trend. Got that one too.
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Campbell's is good. You could do better with VDIGX and even less risk.
 
byke said:
Thanks Pete. I added these to my post above. That ET is a big red flag, or, it's a go-into-this-eyes-wide-open kinda dividend.
Click to expand...

Thanks, was posting from mobile. Now that I'm back on desktop....let me see here...
Ticker |Price |Avg Div |Ratio
ET |$5.49|$2.44|2.25
ADX |$16.42 |$3.35 |4.9
BTI |$35.48 |$5.42 |6.5
F |$7.23 |$1.05 |6.9
T |$28.80 |$4.10 |7
ABBV |$87.07 |$9.85 |8.8
VDIGX |$31.18 |$3.35 |9.3
PEAK |$28.34 |$2.96 |9.6
DUK |$91.30 |$7.53 |12.2
NVS |$85.94 |$5.61 |15.3
CPB |$48.25 |$3.15 |15.3
BEP |$53.11 |$3.44 |15.4
SCHD |$57.29 |$3.56 |16.1
BMY |$60.42 |$3.44 |17.6
DFS |$63.72 |$3.40 |18.7
JNJ |$147.88 |$7.62 |19.4
INTC |$52.67 |$2.55 |20.7
MED |$164.49 |$7.52 |21.9
MCD |$226.48 |$9.64 |23.5
SPY |$339.43 |$11.17 |30.4
AMT |$242.28 |$7.94 |30.5
VTI |$174.19 |$5.61 |31
VOO |$312.84 |$10.78 |39.4

Sorted from best to worst ratio. Still figuring out table code on this forum so this took a bit of experimenting...

edit - also, here's MarketWatch on ET

https://www.marketwatch.com/investing/stock/et
 
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You might consider adding Altria (MO) to that list. 8.69% dividend.
 
NorCalAthlete said:
Thanks, was posting from mobile. Now that I'm back on desktop....let me see here...
Ticker |Price |Avg Div |Ratio
ET |$5.49|$2.44|2.25
ADX |$16.42 |$3.35 |4.9
BTI |$35.48 |$5.42 |6.5
F |$7.23|$ 1.05 |6.9
T |$28.80 |$4.1 |7
ABBV |$87.07 |$9.85 |8.8
VDIGX|$31.18 |$3.35 |9.3
PEAK |$28.34 |$2.96 |9.6
DUK |$91.30 |$7.53 |12.2
NVS |$85.94 |$5.61 |15.3
CPB |$48.25 |$3.15 |15.3
BEP |$53.11 |$3.44 |15.4
SCHD |$57.29 |$3.56 |16.1
BMY |$60.42 |$3.44 |17.6
DFS |$63.72 |$3.4 |18.7
JNJ |$147.88 |$7.62 |19.4
INTC |$52.67 |$2.55 |20.7
MED |$164.49 |$7.52 |21.9
MCD |$226.48 |$9.64 |23.5
SPY |$339.43 |$11.17 |30.4
AMT |$242.28 |$7.94 |30.5
VTI |$174.19 |$5.61 |31
VOO |$312.84 |$10.78 |39.4

Sorted from best to worst ratio. Still figuring out table code on this forum so this took a bit of experimenting...

edit - also, here's MarketWatch on ET

https://www.marketwatch.com/investing/stock/et
Click to expand...

jt2 said:
You might consider adding Altria (MO) to that list. 8.69% dividend.
Click to expand...

Cheers, much nicer!

Okay I guess ET isn't as bad as I was first reading about. Energy is its own animal with its own independent-from-the-market volatility, which is a real love/hate for me.

MO: $40.73/$6.62 (6.2:1)

Again, dividends over two years, which I thought would be good to catch a good year plus a turbulent year, though this turbulent year really doesn't seem that bad as far as dividends are concerned, so maybe it should just be the last 12mo..
 
It sounds like you're shying from a single stock or sector specific... You'd prefer a somewhat diversified fund, correct?
 
As far as I can see, ET is almost certainly going to cut dividend shortly.
 
scootergmc said:
It sounds like you're shying from a single stock or sector specific... You'd prefer a somewhat diversified fund, correct?
Click to expand...

Lotta different interests one can have with dividends, but my thoughts are based around retirement income, which yes I know you're not really supposed to count on, but sometimes there's not much of a choice. Knowing that, you can't entirely go with super safe stocks, because they don't yield much, then you can't go high risk, because you're going to screw yourself at an important time in life. Just trying to find that balance, which yes I do think is better suited to more diversified funds to reduce the impact of some random issue to a specific business. Still gotta pay the bills even though some salmonella outbreak at CMG has everyone shitting their pants. :p
 
Dividend stocks also tend to weather downturns a bit better, which should be a consideration right now, IMO. I like dividend aristocrats right now, like VIG
 
NorCalAthlete said:
Completely? Or just reduce?
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Reduce for sure. Eliminate, i doubt. hard to say. Energy funds and stocks are so incredibly volatile that I basically gave up on them long ago. I own Exxon and some others through index funds, but I no longer buy them. Just too incredibly volatile, as the price charts show all too well.
 
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