Published Tue, 10 Jul 2018 08:55:00 -0400 on Seeking Alpha
As the stakes are increasing with the U.S - China - EU trade wars German automobile stocks get pummeled and are trading at valuations not having been seen since the British cast their infamous BreXit vote. With markets becoming increasingly subject to Trump's intensified everyday Twitter activities windows of opportunity are opening and closing at rapid pace.
In that environment it is important to stay true to your strategy and remain committed to your goals. However, this does not mean that I didn't pursue some strategic sales. One example here was my decision to lower my position in Daimler (OTCPK: DDAIF) and BMW (OTCPK: BMWYY) and to open one with Sixt SE as well as invest in American banks which have strongly hiked dividends across the board and are about to report hotly anticipated Q2 earnings this week.
Overall buying and selling netted at around $3,000 with dividend income exceeding the $300 mark for only the second time.
Portfolio Changes | 4 new stocks, 4 sales and 16 repurchases I spent a net total of $2,967 in June and grew the portfolio with four new stocks: Huya (HUYA), IQIYI (IQ), Osram (OTCPK: OSAGF) and Sixt (OTC:SXTSY).
The major purchase in June was Sixt with 6 shares (which paid its annual dividend shortly after) by having raised funds from trimming my position in both BMW and Daimler as the trade wars deteriorated.
Daimler came out with an earnings warning in June citing expected tariffs as the major cause of concern. While this is... Read more
|Stock name||Last trade||P/E||Earnings/Share||Dividend/Share||Dividend yield|
|SENIOR HOUSING PROPERTIES||12.95||6.6||1.97||1.56||11.79|
|SPECTRA ENERGY PARTNERS LP||35.23||60.7||0.58||3.11||8.92|
|STARWOOD PROPERTY TRUST||22.35||15.5||1.44||1.92||8.60|
|OMEGA HEALTHCARE INVESTORS||37.19||26.6||1.40||2.64||7.08|
|MAIN STREET CAPITAL||37.44||10.1||3.70||2.34||6.23|
|PHILIP MORRIS INTERNATIONAL||84.22||19.6||4.29||4.56||5.39|
|CANADIAN IMPERIAL BANK OF COMMERCE||80.21||8.8||9.07||4.09||5.29|
|ROYAL DUTCH SHELL B||70.13||0.0||0.00||3.76||5.23|
|BROOKFIELD INFRASTRUCTURE PARTNERS LP||37.88||61.1||0.62||1.88||5.03|
|BANK OF NOVA SCOTIA||53.94||10.2||5.31||2.56||4.93|
|ROYAL BANK OF CANADA||69.76||10.7||6.52||2.95||4.28|
|PROCTER & GAMBLE||96.49||25.3||3.82||2.87||3.05|
|JOHNSON & JOHNSON||145.43||290.9||0.50||3.60||2.47|
|BANK OF AMERICA||24.40||11.6||2.11||0.60||2.44|
|WALGREENS BOOTS ALLIANCE||82.32||16.2||5.07||1.76||2.15|
|ADVANCED MICRO DEVICES||19.90||58.5||0.34||0.00||0.00|
|BAYERISCHE MOTOREN WERKE||27.12||0.0||0.00||0.00||0.00|
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