Monday, August 26, 2019

Investment Activity for the week of August 19 2019

This week I finished to invest all available money I had in etrade account and I began to use my promotions for free trades for Fidelity. Since I sold one of my rental properties and I am not sure if I want to buy another one (unless I find some awesome deal I really want to have, which I doubt), I am slowly reinvesting into dividends stocks.

Right now when I am driving, I am listening to the audio book "The Warren Buffet Way: Investment Strategies of the World's Greatest Investor" by Robert Hagstrom and this book is very inspiring. It feel like a confirming message for me that I am on a right path. Even with all market ups and down, I feel really excited being able to add more positions to my portfolio. But next year I am planning to follow Phil Town's strategy on sales, when you buy and eventually sell, when you reach certain profit amount. Although I only want to purchase dividends stocks, so even if my stock is down, I still earn my passive income. I really want to attend Phil Town "Rule#1" seminar in Georgia, but with all logistics (tickets, rental car and hotel), it's just too complicated for now.

This week my son and I both got $50 each into our Discover credit card account. I referred him and he was approved for his first own credit card. Next step is to set up automatic full payment every month from his bank account. I am teaching him that he can use his credit card, but have to pay off every month. Some kids just have no clue about interest. I was talking to a girl, who is a frond desk help at one of my accounting clients and I had to explain to her how much her Luis Vuitton purse actually costs her with all interest she is paying right now. Hopefully I inspired her and she will try to pay off her card as fast as she can. Oh well, if to would be my daughter... We would have a huge drama if she would max out her credit card for Luis Vuitton purse and then I would force her to return it... :) We already had a talk about Luis Vuitton purse before. Although she had cash to buy it. She is mostly very frugal but sometimes peer pressure could be dangerous! I can be a mean mom some days, but it's always for their best interests.

Back to stock market. I actually purchased lots of new positions this week.


19 shares of LYB - new position 
33 shares of OXY - new position
38 shares of IP - new position
38 shares of HP - new position
25 shares of RDS-B - new position
25 shares of WBA - new position
23 shares of HOG - add up to existing
34 shares of M - add up to existing

It will add $478 to my yearly dividend income.

I did not sell anything this week.

How was your week?

Thanks for reading!

Sunday, August 18, 2019

Investment Activity for the week of August 12 2019

This was my last week of free trading through Etrade. I was busy with my house projects beginning of the week and missed some low price for some stocks days. I usually purchase my stocks Thursday/Friday but I start thinking to move my stock purchases to Monday/Tuesdays and then follow up other days.

I totally forgot that on top of free trades for two months, I was supposed to receive $200 bonus from Etrade. So it was a pleasant surprise. :)

I still have $6k left to invest in my Etrade account, so I will buy more stocks in next couple of weeks.
Good thing that even my free trades are over, Etrade switched me to $4.95 per trade instead of $6.95. Each dollar counts, right? :)

I start thinking that until the end of this year I might only buy stocks and sell some losers to offset some capital gains, because I will have a huge tax bill from the sale of my rental house. I already precalculated this amount before I decided to sell the house. So should be no surprises there. Eventually I plan to write a post why I decided to sell my rental house.

This week I've got a good news about our rental property in Russia - my dad found new renters for a year. Bad news - he sent me his calculations for repairs and maintenance fees and it looks like all income will be covering these fees for a while. It is still good though that it will be repaid with renters payments! We plan to sell this property in a year(straightening up documents right now)  and buy a better condo for my mom here instead. I have to tell you - owning a property overseas is no fun at all.

I was planning to purchase more stocks this week but I started my purchases Thursday and planned to buy more Friday. But on Friday prices started going up, so I didn't purchase anything that day.


 30 shares of TX
15 shares of UFS
35 shares of VET
44 shares of IGT
12 shares of MDP - new position

It will add $202 to my yearly dividend income

I did not sell anything this week.

How was your week?

Thanks for reading!

Saturday, August 10, 2019

Investment Activity for the week of August 5 2019

I am still taking an advantage of my free trades with Etrade. This week I finally used my money sitting in my IRA account and some small leftovers in SEP IRA.

It was very active trading week for me!


20 shares of ABBV
36 shares of ADM
70 shares of CLDT
85 shares of HT
100 shares of PMD
49 shares of SEMG
25 shares of TOT
40 shares of TPR

It will add $666 to my yearly dividend income.

I did not sell anything this week.

How was your week?

Thanks for reading!

Wednesday, August 7, 2019

My watch list for the week of August 5 2019

SymbolCompany NameLast Price1yr Target Est52-Wk Low52-Wk HighDiv YieldEx-Div DateDiv Pmt DateTrailing P/EEPS Est Next YearN of yrs dividends
TLRDTailored Brands, Inc.$4.83$8.63$4.36$28.7815.89%9/15/199/26/193.21.88>10 yrs
SEMGSemGroup Corporation$10.64$14.61$10.44$26.7915.62%5/8/195/19/19--0.176 yrs
CHMICherry Hill Mortgage Investment Corporation$14.65$19.33$14.64$19.3512.77%6/26/197/29/19-2.085 yrs
VETVermilion Energy Inc.$15.56$42.50$14.83$33.9212.00%7/29/198/14/19-0.619 yrs
ARRARMOUR Residential REIT, Inc.$17.24$18.67$17.03$24.0711.50%8/13/198/26/19-2.259 yrs
GEOThe GEO Group, Inc.$17.76$23.00$16.33$25.9610.95%7/17/197/25/1913.771.618 yrs
WESWestern Midstream Partners, LP$24.11$33.71$23.45$37.009.33%7/29/198/12/1915.622.34>10 yrs
MPLXMPLX LP$27.12$38.50$26.78$39.019.25%8/1/198/13/1911.792.677 yrs
PMDPsychemedics Corporation$8.09$32.00$7.84$22.319.00%8/4/198/15/1912.64->10 yrs
NHTCNatural Health Trends Corp.$7.56$0.00$6.60$27.238.80%3/3/193/14/194.22-5 yrs
RLJRLJ Lodging Trust$16.23$20.82$15.91$23.317.83%6/26/197/14/1917.070.698 yrs
CLDTChatham Lodging Trust$17.04$19.38$16.78$22.037.60%7/29/198/29/1931.560.659 yrs
RLGYRealogy Holdings Corp.$5.08$8.29$4.52$23.277.44%5/13/195/28/195.931.224 yrs
SNHSenior Housing Properties Trust$8.40$9.75$7.49$19.187.41%7/25/198/14/1924.630.19>10 yrs
BHRBraemar Hotels & Resorts, Inc.$8.61$14.35$7.90$14.037.32%6/26/197/14/19-0.415 yrs
HTHersha Hospitality Trust$14.91$17.45$14.11$24.167.17%6/26/197/14/19--0.48>10 yrs
ABBVAbbVie Inc.$64.47$85.25$63.32$100.236.55%7/11/198/14/1923.549.46 yrs
BPBP p.l.c.$37.55$50.26$36.28$47.166.39%8/7/199/19/1914.2948 yrs
OXYOccidental Petroleum Corporation$46.01$61.06$44.89$83.356.17%9/8/1910/14/199.082.83>10 yrs
TOTTOTAL S.A.$48.79$70.50$47.92$65.695.67%6/6/197/1/1912.26.09>10 yrs
STAYExtended Stay America, Inc.$14.78$20.55$12.88$21.485.47%5/14/195/29/1913.351.135 yrs
TPRTapestry, Inc.$28.21$42.60$27.24$54.354.54%6/5/196/30/1911.632.859 yrs
CAHCardinal Health, Inc.$42.75$50.43$41.04$58.314.17%6/27/197/14/194,275.005.1>10 yrs
CNPCenterPoint Energy, Inc.$28.08$32.03$26.74$31.423.92%8/13/199/11/1942.551.81>10 yrs
ADMArcher-Daniels-Midland Company$37.29$49.60$36.46$52.073.49%5/13/196/4/1916.063.53>10 yrs
ENREnergizer Holdings, Inc.$33.78$53.40$32.54$65.062.87%8/18/199/9/19109.323.328 yrs

I always try to pick stocks, which are trading at their 52 weeks low. I am going to do more research on some of these stocks. My favorites so far are CAH, TPR, CNP, OXY, ADM, TOT. I might pick some others too. I will keep you updated which stocks I will choose to purchase this week. 
What stocks are on your watch list this week?
Thanks for reading.