tag:blogger.com,1999:blog-6097510160054715524.post8622323250541069264..comments2024-01-03T21:42:28.979-08:00Comments on DivGro: Recent Buy: TFerdiShttp://www.blogger.com/profile/05008021146951839361noreply@blogger.comBlogger16125tag:blogger.com,1999:blog-6097510160054715524.post-2320134288249964462014-10-29T21:11:00.463-07:002014-10-29T21:11:00.463-07:00Hi DivHut -- T was the telecom sector winner on my...Hi DivHut -- T was the telecom sector winner on my October dashboard, just beating out VZ. With T's price dipping after earnings came out, I grabbed the chance to pick up shares at a 5% discount to my fair value. T and VZ both scored 4 out of 7 stars. VZ has a better PEG ratio, but T was available at a better discount. This weekend I'll update the dashboard -- with T in the portfolio now, VZ would probably top the telecom sector...FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-32252480053273570512014-10-29T18:07:33.382-07:002014-10-29T18:07:33.382-07:00Thanks for sharing your recent buy with us. I know...Thanks for sharing your recent buy with us. I know that the telecom sector is quite popular among the DGI community for its generous yield. I'm curious why you went with T versus VZ with this current buy.DivHuthttp://divhut.comnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-39521711289345792682014-10-28T06:55:23.578-07:002014-10-28T06:55:23.578-07:00BTW, I've added your blog to my blogroll. Keep...BTW, I've added your blog to my blogroll. Keep up the good work and consider making your portfolio public. That's how others learn best, in my view...FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-90960836089888594002014-10-28T06:46:19.584-07:002014-10-28T06:46:19.584-07:00Thanks for visiting, Young Dividends! It makes sen...Thanks for visiting, Young Dividends! It makes sense to diversify first before adding more shares of T. I had a quick look at your blog. Nice blog and some good links worth visiting, especially the backtesting ones. Keep up the good work!<br /><br />BTW, I added you to my blogroll -- thanks for making your portfolio public!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-2466168069629441912014-10-28T02:10:09.216-07:002014-10-28T02:10:09.216-07:00AT&T is a good price right now and I would get...AT&T is a good price right now and I would get some more. Agreed that AT&T positions are for the stable dividends and not for the growth (as there is virtually none). I unfortunately already have a position and don't plan to add more until I get my other sectors to their target weights.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-26704918672209802672014-10-27T22:50:10.857-07:002014-10-27T22:50:10.857-07:00Hi AFFJ! Agreed -- AT&T has almost no growth, ...Hi AFFJ! Agreed -- AT&T has almost no growth, yet it is yielding almost 5.5%. Assuming it continues to grow at the anemic rate of 2.38%, it will take 27 years to reach a yield on cost of 10%. On the other hand, it will take only 16 years to reach 100% payback. <br /><br />Of course, I'm hoping that AT&T starts growing at a faster rate than 2.38% and that dividend growth follows suite. I won't entertain many more stocks like AT&T in my portfolio, but a handful is OK.<br /><br />Cheers!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-37930356860151153552014-10-27T20:47:41.719-07:002014-10-27T20:47:41.719-07:00Nice buy DivGro. We own AT&T in two separate p...Nice buy DivGro. We own AT&T in two separate portfolios. From our experience, not too much growth with T but the dividends are fairly solid. At the recent prices, you got a good deal my friend. :)<br /><br />Cheers to nice yields and continued payouts! AFFJA Frugal Family's Journeyhttps://www.blogger.com/profile/05093532273552790517noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-53082649746525072962014-10-27T10:47:13.529-07:002014-10-27T10:47:13.529-07:00Thanks, Special Agent Dividend! VZ is a good alter...Thanks, Special Agent Dividend! VZ is a good alternative in the Telecommunication Services sector. I'm going with T because it gave me a 5% discount to fair value opportunity. <br /><br />Take care!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-37501546297179790412014-10-27T10:45:35.560-07:002014-10-27T10:45:35.560-07:00Thank you! I already own shares of COP and CVX. OX...Thank you! I already own shares of COP and CVX. OXY looks interesting, but I think I would prefer HP. Right now, I'm a little overweight in Energy, though. I'll see how things go in the next month or two.<br /><br />Thanks for stopping by!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-69435404635390534152014-10-27T10:06:48.271-07:002014-10-27T10:06:48.271-07:00Nice buy! I'd love to add T eventually with i...Nice buy! I'd love to add T eventually with its nice payout and history of increases. I'm currently slowly buying VZ, but will look to add T once I get a full position. Best of luck with the purchase! Special Agent Dividendhttp://www.agentdividend.comnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-72126222042714519312014-10-27T07:56:06.635-07:002014-10-27T07:56:06.635-07:00Great buy!!! You need to look at COP, CVX, OXY or...Great buy!!! You need to look at COP, CVX, OXY or HP for your next purchase. Get in on the oil dip! With a great dividend stock.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-12934301317031486712014-10-27T07:51:42.815-07:002014-10-27T07:51:42.815-07:00Thanks, DfS! If you bought T when you started your...Thanks, DfS! If you bought T when you started your portfolio, I bet you're happy with how it has performed and how it is contributing to your income. I'm hoping T will continue to be a solid performer.<br /><br />Thanks for commenting!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-42650491214392343672014-10-27T07:48:58.702-07:002014-10-27T07:48:58.702-07:00Hi R2R -- Yes, I like T here and I think it would ...Hi R2R -- Yes, I like T here and I think it would a good idea for you to average down. The first quarter earnings announcement and resulting sell-off has given me a good entry point. Long-term I think T will be fine.<br /><br />Take care!FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-4222462549738675412014-10-27T06:39:23.844-07:002014-10-27T06:39:23.844-07:00Funny, I just looked at T and VZ myself, and decid...Funny, I just looked at T and VZ myself, and decided I didn't like them. According to FAST Graphs, both grow less than inflation, even with dividends reinvested. Are you worried that your dividend income won't increase faster than inflation?DividendDeveloperhttp://dividenddeveloper.comnoreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-35072575882163957242014-10-27T06:15:32.570-07:002014-10-27T06:15:32.570-07:00Great buy! This is one of the funamental stocks I ...Great buy! This is one of the funamental stocks I started this journey with :)<br />You won't regret it.<br /><br />Keep up!<br />DfSDividend for Startershttps://www.blogger.com/profile/01367068409161257275noreply@blogger.comtag:blogger.com,1999:blog-6097510160054715524.post-91022752956910447942014-10-27T05:54:44.995-07:002014-10-27T05:54:44.995-07:00Nice buy, DivGro. I bought T shares earlier in the...Nice buy, DivGro. I bought T shares earlier in the summer and started with a half position. The stock price has declined since...and I will be looking to average down on the cost basis.<br /><br />Best wishes<br />R2RRoadmap2Retirehttps://www.blogger.com/profile/14379818667071736766noreply@blogger.com