As I recently alluded to in my Portfolio Thoughts (Mar. 2018) post, adding a few shares of Cardinal Health (CAH) was a possibility. The stock price of CAH has been…

Well, that didn’t take very long.  A couple of days go by, and another purchase for the Portfolio has occurred.  This time it was Exxon Mobil (XOM). As you probably…

A new month, a new purchase. REITs have been on the decline for months, but I wasn’t really looking to add to my REIT holdings unless the price was right. …

For the past few months, I’ve mentioned wanting to increase my investment in the technology sector.  Well, today I did just that.  It wasn’t a big splash, but it adds…

Today, I initiated a position in Hanesbrands, Inc. (HBI).  Many of you are probably familiar with HBI, which designs, manufactures, sources and sells apparel essentials such as t-shirts, innerwear, casualwear,…

Earlier this week, I closed my position in W.W. Grainger (GWW). I had purchased GWW not too long ago, in May of this year.  At that time, GWW had fallen…

Early this week I added to my position in Nike (NKE).  NKE has been range bound over the past year, trading between $50 and $60.  With it now trading near…

I added to my position in Hormel (HRL) today.  As was the case with SBUX earlier this month, HRL’s price dropped recently with the release of its latest earnings.  With…

Today, I decided to add some SBUX – previously my smallest portfolio position.  This possible purchase was discussed in my last Portfolio Thoughts post.  SBUX’s price dropped recently with the…

I’ve tweaked the Portfolio over the past couple of trading days…. 2 buys and 2 sells.  One of the sells was outlined my most recent Portfolio Thoughts posts.  Here are the…