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%
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AGU Increases Dividend by 12.2%

Written by MrStockFox. Posted in Dividends

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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%.

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Utilities Look Like they want to Head Lower

Written by MrStockFox. Posted in Trade Ideas

For the better part of 2 months the Utilities sector has been consolidating in a side way consolidation.  Usually these flag patterns continue in the direction of the trend which is currently down.  Should the XLU break this support I would expect it could break all the way to the 40 area.  Any breakout to the upside of this consolidation would be bullish.

I did initiate a small position in SO a couple weeks ago.  Should it break the lower trendline I plan to hold what I currently own and look to add to my position at around 42.50 and again around the 40 level.

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Realty Income Corp - Looking to Add

Written by MrStockFox. Posted in Trade Ideas

For the most part I have stayed away from the REITs until recently and actually used the rally into the end of last year to take profits on most of my positions.

Realty Income Corp is coming into area of support where I plan to start building a longer term position.  Starting tomorrow I plan to start picking away at some shares in hopes to eventually build around 50-70 share position.  Anything below 45-46 is looking interesting.  At the current price, Realty Income Corp pays a 4.9% dividend.

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