Tuesday, February 3, 2015

Recent buys: KMB, PG

Nothing exciting this week. Still have spare cash sitting on the sidelines since I don't feel compelled to use it all yet.

KMB: $200
PG: $200

They're both above 3% yield right now. Will add around $12 annual divs.


  1. YD,
    KMB has been in my watchlist for a long time, I am still scratching my head why I am not pulling the trigger on this one, meanwhile PG is a must on everybody's portfolio (at least in my eye)
    Great buys!

  2. I would say KMB and PG are both slightly above fair value even with the pullback, but I am willing to add to them at a premium since they are underweighted core holdings.