My Buy Watchlist for November

Remember Dow 20K? Well… we are at Dow 23K now.

Less concerned about day to day gyrations of the stock market, I am always looking for new companies to add to my portfolio. I therefore compose watchlists with stocks to research further and with the potential to become next month’s new buys.

There are currently three candidates on my November watchlist: Disney (DIS), AT&T (Tand Scana Corporation (SCG).

Starting with AT&T – as can be seen in the graph above the stock has been going up and down pretty wildly lately.

I currently own 50 shares of AT&T in my portfolio but with the price back at ~$35 I am seriously considering to double that position.

provides a great yield of 5.41%, albeit with a payout ratio of 92% (below).

The second stock on my watchlist is Disney.

The House of the Mouse is back under $100 again – piquing my interest to increase my existing position.

While concerns regarding Netflix and ESPN remain, I am confident Disney continues to do well given it’s rock solid position in original content and limitless spin-off capabilities in terms of merchandise, theme parks etc.

Considering the payout ratio of 28% (below)-  Disney still has a lot of room to expand it’s dividend, much like they keep expanding the Star Wars universe.

Finally – Scana Corporation.

As can be seen in the graph the price fell off a cliff in the past 12 months. Much of this is due to problems concerning the company’s half-built Summer Nuclear Plant.

I still have no Utilities in my portfolio and am looking to add. Recent analysis articles have put Scana on my radar as an undervalued dividend growth stock.

Given Scana‘s dividend features (above) I will continue my research and am a likely buyer under $50.

What do you think about these three companies? What is your watchlist for the month? Leave a comment/reply to share your thoughts!

My Buy Watchlist for July

Short hiccups aside, the S&P continues to move north.  Less concerned about day to day gyrations, I am always looking for new companies to add to my portfolio. I therefore compose watchlists with stock that get my extra attention and might become next month’s new buys.

There are currently two candidates on my July watchlist: Ford Motor Company (F) and Williams-Sonoma (WSM).

I wrote about WSM earlier when I put the company on my April watchlist.

As can be seen in the graph above the price increased pretty steeply in April – which made me decide not to buy at the time but rather wait for a better entry point.

With the stock around $48 again I am inclined to pull the trigger this time.

WSM provides a decent yield of 3.28%, with a payout ratio of 45% (below).

The second stock on my watchlist is Ford Motor Company. 

Ford is trading at a price of around $11 – and with a P/E ratio of 12.2. From an income perspective the stock is attractive with it’s juicy dividend of 5.43%. 

Considering the payout ratio of 65% (below)-  this big payout seems to be well covered.

With the ascent of electric and autonomous vehicles the car industry is on the cusp of disruption. And then there is the issue of millennials not buying cars.

Ford however seems pretty well positioned for those future developments. Their partnership with Lyft seems prescient – especially given recent (PR) disasters at Uber.

Both companies look attractive at the moment and would significantly add to my forward dividend income.

What do you think about these two companies? What is your watchlist for the month? Leave a comment/reply to share your thoughts!