All things STOCKS

#18,328
#18,328
KnoxLandcruiser said:
Since today is the pay date, I think you’ll see it show up in your account history sometime this evening or even tomorrow morning with a transaction date of today. The history in my Schwab brokerage account (for example), where I can see dividend and interest payment activity, is date stamped but not time stamped. I’ve never gotten the impression it’s updating in real time like a bank account might. I assume it updates at end of day, like mutual fund prices, or over night.

One other thing, I would imagine instances where the div might get processed by the broker at end of day, in which case it might not update until overnight.

Also, I too like microsoft.
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Glad to hear that someone else likes MSFT. It feels like such a stodgy old pick.

To steal from Buffett, "it makes me sleep well at night"

Plus, I lucked out and caught them in April when everything was beat down.

On the other hand, wasted the last two days trying to add more by bottom fishing. Could make a video out of that on how not to buy stock. Paid almost max price possible. Plus, wasted immense time when I needed to be accomplishing productive house chores.
 
#18,331
#18,331
Jax_Vol said:
Thank you so much! Does it show up as cash, more shares of the stock, or something else?

I've collected a few over the years but been awhile since I paid close attention.
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I believe it’ll show as two line items in your transaction history. If you’ve elected to reinvest the div and cap gain distribs, it’ll show up as a dividend and then a second line item as a reinvestment/purchase. If you’ve elected to receive as cash, it’ll show as a dividend and then a sweep to your settlement fund. The treatment of your dividend distributions is a check the box election when you open the account or the position. As far as I know, you can change the election any time for treatment going forward.
 
#18,332
#18,332
KnoxLandcruiser said:
I believe it’ll show as two line items in your transaction history. If you’ve elected to reinvest the div and cap gain distribs, it’ll show up as a dividend and then a second line item as a reinvestment/purchase. If you’ve elected to receive as cash, it’ll show as a dividend and then a sweep to your settlement fund. The treatment of your dividend distributions is a check the box election when you open the account or the position. As far as I know, you can change the election any time for treatment going forward.
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Thank you. Yeah, I have everything set up to reinvest.

Been a rough week... :rolleyes:

Usually, I'm just a buy and hold guy. For that one, it was more of a test for how dividends work. I like the little company, but don't love it at this particular moment in time. Live and learn.
 
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#18,334
#18,334
Go aeiou said:
Trump not gonna fire J powell? Can he do that?

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Trump can fire JP for fraud, but not for monetary policy that he doesn’t agree with. It would have to be because of the $2.5B renovation to the Fed’s buildings. It’s not worth the battle since Powell’s term is up in about 10 months anyway.
 
#18,335
#18,335
Jax_Vol said:
Thank you so much! Does it show up as cash, more shares of the stock, or something else?

I've collected a few over the years but been awhile since I paid close attention.
Click to expand...
It will be cash unless you elected automatic reinvestment of dividends (which would result in additional fractional shares).
 
#18,336
#18,336
Jax_Vol said:
Thank you. Yeah, I have everything set up to reinvest.

Been a rough week... :rolleyes:

Usually, I'm just a buy and hold guy. For that one, it was more of a test for how dividends work. I like the little company, but don't love it at this particular moment in time. Live and learn.
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So why ask the question?
 
#18,339
#18,339
YankeeVol said:
It happens
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The final answer to the question. This morning, in Vanguard the dividend showed up as more stock. It had been purchased at $27.90 and today's price is $28.11. Maybe it was bought at end of June which was final day to get onboard to receive dividend. In Fidelity, it showed up as cash so I must not have the reinvest option selected there.

Somewhat interesting little learning experience. For me, I don't think dividends are going to dictate trading again for now. That may change as I age and become a more passive trader.
 
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#18,340
#18,340
Looks like the secret company named Microsoft has been discovered this morning.

The bulls of Wall Street must be reading the VolNation.
 
#18,341
#18,341
Are you guys currently adding new money into the market or holding out for a better buying opportunity? Not monies you have systematically invested from your paycheck - more like you had a bond mature, sold some real estate, inherited money, etc. Hard to find something right now that doesn’t seem overpriced?
 
#18,342
#18,342
walkenvol said:
Are you guys currently adding new money into the market or holding out for a better buying opportunity? Not monies you have systematically invested from your paycheck - more like you had a bond mature, sold some real estate, inherited money, etc. Hard to find something right now that doesn’t seem overpriced?
Click to expand...

Biding time. Might sell something if there’s another move up.

Good companies have run up a lot. Maybe close to as high as they’ll go in 2025. When companies haven’t been going up it makes me wonder if there’s a problem.

There seems to be a lot of daily or week to week rotations, so maybe there will be some opportunities.

I keep digging. Taking a look at cyber security, cloud platforms, IT infrastructure. I got burned with the dot com bubble so I’m more conditioned to being somewhat cautious. Especially with AI - they won’t all be winners. Big tech is a safer approach. I might add to AMZN, AAPL, or ORCL. Start positions in MSFT. Not going to get into TSLA and META right now. NVDA is one of my largest holdings. Not going to add. Might sell some NVDA or PLTR covered calls.

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NET
CRWV
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PAYX
WDAY
INTU
CRCL
AVGO
AMD
MRVL
MSFT
AMZN
TSM
ASML
ZS
NET
CRS
AXON
ECL
CLH
CSV
SCI
XLV
CURE
MCK
EW
UNH
GEHC
LH
HSIC
DGX
DVA
DXCM
XLI
COST
TGT
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DG
KTOS
AVAV
BA
NOC
RTX
ITA
LDOS
SAIC
LHX
RKLB
NDAQ
IBKR
AFRM
MSCI
SPGI
UNP
WAB
TRN
GBX
CRH
WKC
MLI
KBR
EMR
UBER
COIN
MSTR

to name a few
 
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#18,343
#18,343
The FED is announcing next week (7/30). No change is the consensus. Is Powell going to signal there’s a cut coming in September?

I’m kind of tired of what sure looks like politically motivated decisions. Powell doesn’t act alone, but Jerome and Trump need to quit their nonsense. Powell’s gone in 10 months. Trump is being loud with his criticism so he’ll blame JP if the economy doesn’t take off well ahead of the mid-terms. How long does the FED wait and see about inflation. Some rate cuts sure would help the home building industry. We probably will see higher (labor) costs with the mass deportations. Lower mortgages would sure help off set that. The demand is there, the supply isn’t.
 
#18,344
#18,344
Thunder Good-Oil said:
The FED is announcing next week (7/30). No change is the consensus. Is Powell going to signal there’s a cut coming in September?

I’m kind of tired of what sure looks like politically motivated decisions. Powell doesn’t act alone, but Jerome and Trump need to quit their nonsense. Powell’s gone in 10 months. Trump is being loud with his criticism so he’ll blame JP if the economy doesn’t take off well ahead of the mid-terms. How long does the FED wait and see about inflation. Some rate cuts sure would help the home building industry. We probably will see higher (labor) costs with the mass deportations. Lower mortgages would sure help off set that. The demand is there, the supply isn’t.
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Not sure I’d call Powell politically ally motivated. He’s been pretty consistent in his path forward in regards to cutting rates, and likely would’ve done so already if there wasn’t hesitancy with tariff impact.

All things considered I feel like he’s handled the turmoil throughout his term pretty well.
 
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#18,345
#18,345
ndubvols said:
Not sure I’d call Powell politically ally motivated. He’s been pretty consistent in his path forward in regards to cutting rates, and likely would’ve done so already if there wasn’t hesitancy with tariff impact.

All things considered I feel like he’s handled the turmoil throughout his term pretty well.
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I think he was overly generous cutting rates while the Ds were in office and seeking to not lose seats and is now dragging it out unnecessarily long. As I said, lower mortgage rates right now would be huge getting the housing market stimulated. Especially with so many existing homeowners unwilling to sell and give up their homes with extremely low rate mortgages in place. 30 and 40 somethings deserve an opportunity to own homes.
 
#18,346
#18,346
walkenvol said:
Are you guys currently adding new money into the market or holding out for a better buying opportunity? Not monies you have systematically invested from your paycheck - more like you had a bond mature, sold some real estate, inherited money, etc. Hard to find something right now that doesn’t seem overpriced?
Click to expand...
Added more BRK B today.
Sold some Meta and SMCI yesterday.

In general I'm Selling more than buying. I need to keep a significant amount of cash for a SEP-IRA required minimum distribution.
 
#18,347
#18,347
Thunder Good-Oil said:
Biding time. Might sell something if there’s another move up.

Good companies have run up a lot. Maybe close to as high as they’ll go in 2025. When companies haven’t been going up it makes me wonder if there’s a problem.

There seems to be a lot of daily or week to week rotations, so maybe there will be some opportunities.

I keep digging. Taking a look at cyber security, cloud platforms, IT infrastructure. I got burned with the dot com bubble so I’m more conditioned to being somewhat cautious. Especially with AI - they won’t all be winners. Big tech is a safer approach. I might add to AMZN, AAPL, or ORCL. Start positions in MSFT. Not going to get into TSLA and META right now. NVDA is one of my largest holdings. Not going to add. Might sell some NVDA or PLTR covered calls.

Watching
CRWD
PANW
CHPK
OKTA
FTNT
VRSN
SHOP
SNOW
NET
CRWV
ADBE
PAYX
WDAY
INTU
CRCL
AVGO
AMD
MRVL
MSFT
AMZN
TSM
ASML
ZS
NET
CRS
AXON
ECL
CLH
CSV
SCI
XLV
CURE
MCK
EW
UNH
GEHC
LH
HSIC
DGX
DVA
DXCM
XLI
COST
TGT
WMT
DG
KTOS
AVAV
BA
NOC
RTX
ITA
LDOS
SAIC
LHX
RKLB
NDAQ
IBKR
AFRM
MSCI
SPGI
UNP
WAB
TRN
GBX
CRH
WKC
MLI
KBR
EMR
UBER
COIN
MSTR

to name a few
Click to expand...
So you're watching the S&P500. 😁
 
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#18,348
#18,348
Vol423 said:
So you're watching the S&P500. 😁
Click to expand...

I usually pretty much use the S&P 500 as a starting point and whittle it down from there. Even mid-caps don’t interest me too much. Most only have one significant revenue stream and the successful ones often have their BoDs cash out to large caps at some point instead of growing and competing. Managements typically run small caps as if they don’t have public shareholders to be accountable to.

The number of public US companies keeps on shrinking.
 
#18,349
#18,349
walkenvol said:
Are you guys currently adding new money into the market or holding out for a better buying opportunity? Not monies you have systematically invested from your paycheck - more like you had a bond mature, sold some real estate, inherited money, etc. Hard to find something right now that doesn’t seem overpriced?
Click to expand...
About three months ago I added more NUE when it went on sale. And, after being skeptical, I bought IBIT also about three months ago. I’m not interested in personally holding bitcoin like some people do, so this Black Rock etf is a way to be involved. Hopefully it won’t go to zero.
 
#18,350
#18,350
walkenvol said:
Are you guys currently adding new money into the market or holding out for a better buying opportunity? Not monies you have systematically invested from your paycheck - more like you had a bond mature, sold some real estate, inherited money, etc. Hard to find something right now that doesn’t seem overpriced?
Click to expand...

Added CNC and across the board on Vanguard funds, especially VIS, VOOV, and VFH. I keep adding for numerous reasons.

1: Trade deals seem to be working in terms of negotiating better outcomes for the US while still keeping tariffs (aka VAT) on the American consumer at historically large rates. This will only bring in more investment into the country and income for the treasury (for better or worse for the American consumer that's already being screwed over from leftover inflation prices that aren't ever going to go back down).

2: Tariff rates don't seem to be impacting inflation, yet

3: Earnings season has exceeded expectations and I think MAG7 will crush outside of NFLX (that was needing correction anyway)
 
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