Nov 5, 2017

6 Recent Buys - ADM, CU, EMA, ENB, JNJ, PPL

Let's see what I have been buying in late October and in the beginning of November. Well, there is a newcomer in my portfolio: PPL Corporation (PPL). Couple weeks ago I closed my position at Agrium inc (AGU.TO), and now PPL kind of fills the gap with Jan/Apr/Jul/Oct payment schedule. Other purchases add to my existing positions at Archer-Daniels-Midland Co. (ADM), Canadian Utilities Ltd. (CU.TO), Emera Inc. (EMA.TO), Enbridge Inc. (ENB.TO) and Johnson & Johnson (JNJ). And here are the details...

Buy in USD - Archer Daniels Midland Co. (ADM)
Trade Price: 42.90
Shares: 3
Commission: 0.35
Total: 129.05
Sector: Consumers - Farm Products
Yield: 3,0%
Payout Ratio: 54%
Dividend Increase Streak Years: 42
Annualized Dividend Growth 3-yr: 16,4%
P/E: 18,1
S&P Credit Rating: A

Buy in CAD - Canadian Utilities Ltd. (CU.TO)
Trade Price: 38.80
Shares: 5
Commission: 1.01
Total: 195.01
Sector: Utilities - Electric/Gas
Yield: 3,7%
Payout Ratio: 67%
Dividend Increase Streak Years: 45
Annualized Dividend Growth 3-yr: 10,3%
P/E: 18,1
S&P Credit Rating: A-

Buy in CAD - Emera Incorporated (EMA.TO)
Trade Price: 48.90
Shares: 2
Commission: 1.00
Total: 98.80
Sector: Utilities - Electric/Gas
Yield: 4,6%
Payout Ratio: 118%
Dividend Increase Streak Years: 10
Annualized Dividend Growth 3-yr: 12,2%
P/E: 25,6
S&P Credit Rating: BBB+

Buy in CAD - Enbridge Inc (ENB.TO)
Trade Price: 49.58
Shares: 2
Commission: 1.01
Total: 100.17
Sector: Energy - Oil & Gas Pipelines
Yield: 4,9%
Payout Ratio: 157%
Dividend Increase Streak Years: 21
Annualized Dividend Growth 3-yr: 18,9%
P/E: 32,0
S&P Credit Rating: BBB+

Buy in USD - Johnson & Johnson (JNJ)
Trade Price: 139.50
Shares: 1
Commission: 0.35
Total: 139.85
Sector: Healthcare - Drugs/Consumer Products
Yield: 2,4%
Payout Ratio: 58%
Dividend Increase Streak Years: 55
Annualized Dividend Growth 3-yr: 6,7%
P/E: 24,2
S&P Credit Rating: AAA

Buy in USD - PPL Corporation  (PPL)
Trade Price: 36.90
Shares: 25
Commission: 0.32
Total: 922.82
Sector: Utilities - Electric/Gas
Yield: 4,3%
Payout Ratio: 66%
Dividend Increase Streak Years: 16
Annualized Dividend Growth 3-yr: 3,5%
P/E: 15,4
S&P Credit Rating: A-

There! PPL became my seventh investment in the Utilities sector. Speaking about sectors, it seems clearer every day that Consumers, Healthcare and Utilities are my three heavy haulers. No coincidence here. When looking for stability, I think these sectors have the best selection. I hope that PPL will be another very 'boring' addition to my portfolio.

I grabbed EMA.TO shares before ex-dividend date, so that buy will help my November total. ADM, CU, ENB.TO and JNJ purchases will hopefully lead to great December results. For the first PPL payment I must wait till Jan 2018. I guess we all are waiting for a decent dip at JNJ, but it seems to be delayed time after time. So, I lost my nerves and took one more share at these prices hah!

Thanks for reading. My Portfolio page has been updated to reflect these trades.

Disclosure: Long ADM, CU.TO, EMA.TO, ENB.TO, JNJ, PPL

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