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Wednesday, November 17, 2021

Home Run Number 40

On September 11, I announced DivGro's 39th Home Run stock, Broadcom (AVGO), indicating in that article that The Home Depot (HD) was the closest contender for home run status with total returns of 84%.

It turns out that today, two stocks achieved home runs status. HD managed the achievement first after the stock popped higher following strong third-quarter results. 

Less than an hour after HD became DivGro's 40th Home Run stock, another stock reached that milestone! I'll cover it in my next article. 

DivGro's Home Runs

Here is a list of DivGro's home runs with updated total returns (and annualized total returns):
  • Home run #1: General Dynamics (GD) — up 76% (26% annualized)
  • Home run #2: Nippon Telegraph & Telephone (NTT) — closed for 125% gain (37% annualized)
  • Home run #3: Digital Realty Trust (DLR) — closed for 102% gain (44% annualized)
  • Home run #4: Altria Group (MO) — up 6% (2% annualized)
  • Home run #5: Reynolds American (RAI) — closed for 180% gain (53% annualized)
  • Home run #6: Main Street Capital (MAIN) — up 232% (34% annualized)
  • Home run #7: Microsoft (MSFT) — up 653% (109% annualized)
  • Home run #8: UnitedHealth Group (UNH) — up 92% (39% annualized)
  • Home run #9: Northrop Grumman (NOC) — closed for 132% gain (46% annualized)
  • Home run #10: McDonald's (MCD) — up 82% (27% annualized)
  • Home run #11: AbbView (ABBV) — up 121% (22% annualized)
  • Home run #12: Lockheed Martin (LMT) — up 17% (9% annualized)
  • Home run #13: Raytheon Technologies (RTX) — up 82% (51% annualized)
  • Home run #14: Netflix (NFLX) — up 355% (80% annualized)
  • Home run #15: Intel (INTC) — up 185% (21% annualized)
  • Home run #16: Valero Energy (VLO) — up 49% (10% annualized)
  • Home run #17: Aflac (AFL) — up 161% (26% annualized)
  • Home run #18: Apple (AAPL) — up 574% (104% annualized)
  • Home run #19: Xcel Energy (XEL) — up 17% (11% annualized)
  • Home run #20: Amazon.com (AMZN) — up 255% (58% annualized)
  • Home run #21: Salesforce.com (CRM) — up 107% (40% annualized)
  • Home run #22: Procter & Gamble (PG) — up 115% (15% annualized)
  • Home run #23: Taiwan Semiconductor Manufacturing (TSM closed for 47% gain (40% annualized)
  • Home run #24: Pinterest, Inc (PINS closed for 161% gain (176% annualized)
  • Home run #25: Air Products and Chemicals, Inc (APD) — up 100% (34% annualized)
  • Home run #26: QUALCOMM Incorporated (QCOM) — up 78% (53% annualized)
  • Home run #27: Cummins Inc (CMI) — up 121% (21% annualized)
  • Home run #28: NextEra Energy (NEE) — up 124% (36% annualized)
  • Home run #29: BlackRock, Inc (BLK) — up 150% (52% annualized)
  • Home run #30: T. Rowe Price Group, Inc (TROW up 217% (38% annualized)
  • Home run #31: Texas Instruments Incorporated (TXN up 117% (31% annualized)
  • Home run #32: Alphabet Inc (GOOG) — up 219% (50% annualized)
  • Home run #33: The Walt Disney Company (DIS closed for 88% gain (15% annualized)
  • Home run #34: Lowe's Companies, Inc (LOW up 173% (48% annualized)
  • Home run #35: FedEx Corporation (FDX up 72% (35% annualized)
  • Home run #36: NIKE, Inc (NKE up 112% (49% annualized)
  • Home run #37: Starbucks Corporation (SBUX)  up 85% (24% annualized)
  • Home run #38: Accenture plc (ACN up 115% (46% annualized)
  • Home run #39: Broadcom Inc (AVGO up 121% (49% annualized)

      Once a position reaches home run status, it retains that status even if the stock price drops and the total returns dip below the 100% mark. Also, if I buy additional shares of a home run stock at a higher cost basis, the calculated total returns could also drop below 100%.

      I've reopened positions in DLR and NOC, both of which achieved home run status before I closed my original positions. Repeat positions like DLR and NOC will have to earn home run status again... they don't get a free ride!

      Below is a snapshot of DivGro's existing home run stocks, sorted by total profit/loss%:

      Thirty-three of my existing positions are home run stocks. MSFT and AAPL top the list, followed by two of my growth stocks, NFLX, and AMZN.

      Home Run #40

      My 40th home run stock is The Home Depot (HD), a home improvement retailer founded in 1978 and based in Atlanta, Georgia. HD sells an assortment of building materials, home improvement products, and lawn and garden products. Additionally, HD provides installation, home maintenance, and professional service programs to do-it-yourself, do-it-for-me, and professional customers.

      Below is a summary of my HD transactions:

      Here is a price chart of HD indicating my buy trades and the point where the stock reached home run status:

      Source: Trading View

      Like most stocks, HD took quite a beating in late February/early March 2020, dropping well below the cost basis of my earlier buy transactions, but the stock has recovered and performed spectacularly since then!

      Overall, my total return from HD is 43% on an annualized basis!

      Concluding Remarks

      With total returns exceeding my initial investment, HD is the latest home run stock in my DivGro portfolio. I'll report on Home Run Number 41 in my next article.

      Thanks for reading!
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