Weekly Purchases - 5/17/15

Written by MrStockFox. Posted in Weekly Update

Highlights:

Overall this was a pretty slow week.  I continue to wait on any additional purchases within the energy sector.  I still beleive that we head lower in the coming weeks and if we don't that is ok too because I am still overweight energy compaies within my dividend portfolio.  

I decided to sell 6 covered calls against my PVG position.  This resulted in $283.83 of income.

Going into next week I like OHI, WPC, O, MCD, PG, SXL. I might also start buying back into TGT since it is currently lower than where I sold.

I Bought:

These purchases increased my annual income by $63.52 over the last week.

  • 22 shares of Omego Healthcare Reit (OHI) - This will increase my annual dividends by $47.52
  • 5 shares of Sunoco Logistics Partners LP (SXL) - This will increase my annual dividends by $8.40
  • 5 shares of Potash Corp (POT) - This will increase my annual dividends by $7.60
  • 6 Covered Calls of Pretivm (PVG) - Income of $283.83

I Sold:

If you wish to view all my completed trades, you can find them located here.

none...

If you find this post to be valuable, consider leaving a comment and visiting a few of our sponsors who have offers that might be relevant to you.
Write comment (1 Comment)

Utilities Sector Update

Written by MrStockFox. Posted in Trade Ideas

You can view my original post here.

Since my original post the XLU has broken its flag consolidation to the downside.  The XLU may find some support in this area, but I expect the downtrend to continue.  I added a longer term trendline that wasn't on my original post where the XLU may put in a bottom.  I may decide to add some shares around 41.50-42.00 at this trendline.

If you find this post to be valuable, consider leaving a comment and visiting a few of our sponsors who have offers that might be relevant to you.
Write comment (0 Comments)

XOM - Wants to Test Lower Trend line Again

Written by MrStockFox. Posted in Trade Ideas

For several weeks now I have thought that the energy stocks would make a short term top and trade lower.  Much of this was discussed in my article "Taking a Look at the Energy Drillers".

With that in mind, I believe Exxon should see a retest of the lower longer term trendline at the bottom.   Yes I still own Exxon, but I did sell some of my shares around the 89 level.  I plan to pick up around 10 shares at this lower trendline at 85.  Also note that the daily momentum has crossed to the downside.

If you find this post to be valuable, consider leaving a comment and visiting a few of our sponsors who have offers that might be relevant to you.
Write comment (0 Comments)

Weekly Purchases - 5/9/15

Written by MrStockFox. Posted in Weekly Update

Highlights:

As I mentioned a couple weeks ago, I felt that the rally in the oil stocks was butting up against significant resistance and felt as though we should see a pull back.  I used the better part of last week and the beginning of this week taking profits on several positions. (Please see below).  Also my cash position was getting very low and so I wanted to build that back up just in case we got a pull back.

Also this week I passed the $4000 mark in 12 month future dividends. This is really exciting because I am now starting to see significant growth.  In just the first 4 months of this year I have managed to go from around $3000 to $4143.  I am well on my way to hitting the $5000 mark by the end of 2015.

I Bought:

These purchases increased my annual income by $191.09 over the last 2 weeks.

  • 2 shares of Diageo PLC (DEO) - This will increase my annual dividends by $5.20
  • 5 shares of HCP Inc (HCP) - This will increase my annual dividends by $11.30
  • 7 shares of Enterprise Products Partners (EPD) - This will increase my annual dividends by $10.50
  • 2 shares of Shell Midstream Partners LP (SHLX) - This will increase my annual dividends by $1.40
  • 2 shares of Sunoco Logistics Partners LP (SXL) - This will increase my annual dividends by $3.36
  • 26 shares of W P Carey Inc (WPC) - This will increase my annual dividends by $99.06
  • 4 shares of Johnson & Johnson (JNJ) - This will increase my annual dividends by $12.00
  • 7 shares of Bank of Nova Scotia (BNS) - This will increase my annual dividends by $15.82
  • 6 shares of Realty Income Corp REIT (O) - This will increase my annual dividends by $12.35
  • 5 shares of Health Care REIT (HCN) - This will increase my annual dividends by $16.50
  • 36 shares of Sprott Inc (SPOXF) - This will increase my annual dividends by $3.60

I Sold:

If you wish to view all my completed trades, you can find them located here.

Symbol Open Date Close Date Days Held Quantity Purchase Price Sale Price Current Price Cost Basis Net Proceeds $ Gain / (Loss) % Gain / (Loss) Dividends Received Net Gain / (Loss) Net % Gain / (Loss)
MTNOY 4/24/2014 4/24/2015 360 2 $19.48 $19.72 $19.53 $38.96 $39.44 $0.48 1.23% $2.05 $2.53 6.49%
BBL 1/5/2015 4/30/2015 115 5 $39.60 $48.26 $47.11 $197.99 $241.30 $43.31 21.87% $6.20 $49.51 25.01%
BNS 12/31/2014 4/30/2015 120 7 $54.96 $55.20 $53.81 $384.70 $386.39 $1.69 0.44% $5.16 $6.85 1.78%
EOG 1/12/2015 4/30/2015 108 1 $83.64 $98.82 $92.57 $83.64 $98.82 $15.18 18.15% $0.34 $15.52 18.56%
COP 1/12/2015 4/30/2015 108 2 $62.91 $67.82 $66.43 $125.82 $135.64 $9.82 7.80% $1.46 $11.28 8.97%
OXY 1/12/2015 4/30/2015 108 1 $75.35 $80.00 $77.66 $75.35 $80.00 $4.65 6.17% $0.72 $5.37 7.13%
HP 12/1/2014 4/30/2015 149 3 $69.07 $77.90 $76.20 $207.21 $233.70 $26.49 12.78% $2.07 $28.56 13.78%
IBM 1/12/2015 5/4/2015 112 1 $156.82 $175.15 $171.36 $156.82 $175.15 $18.33 11.69% $1.10 $19.43 12.39%
ESV 1/16/2015 5/5/2015 109 5 $28.72 $27.95 $25.69 $143.59 $139.75 -$3.84 -2.67% $0.75 -$3.09 -2.15%
XOM 1/30/2015 5/5/2015 95 2 $87.22 $89.21 $87.55 $174.44 $178.42 $3.98 2.28% $1.38 $5.36 3.07%
DOV 1/12/2015 5/5/2015 113 1 $68.11 $75.38 $74.39 $68.11 $75.38 $7.27 10.67% $0.40 $7.67 11.26%
NSU 3/10/2015 5/5/2015 55 10 $3.43 $4.08 $3.98 $34.28 $40.80 $6.52 19.02% $0.08 $6.60 19.25%
HP 12/1/2014 5/5/2015 154 3 $69.07 $78.43 $76.20 $207.21 $235.29 $28.08 13.55% $2.07 $30.15 14.55%
BBL 12/2/2014 5/5/2015 153 5 $47.32 $49.11 $47.11 $236.60 $245.56 $8.96 3.79% $6.20 $15.16 6.41%
If you find this post to be valuable, consider leaving a comment and visiting a few of our sponsors who have offers that might be relevant to you.
Write comment (0 Comments)

AGU Increases Dividend by 12.2%

Written by MrStockFox. Posted in Dividends

agu

Agrium Inc (AGU) declares $.88/share quarterly dividend, 12.2% increase from previous dividend of $.78. Forward yield 3.4%.   My portfolio consists of 5 shares of AGU, which increases my annual dividends to $17.60. My yield-on-cost is is 3.94%.

Write comment (0 Comments)