DGI Adventure 09-19-16 – Day of Reckoning – ROTH Competition Update

Once per quarter Mrs. Wizard and I check in on our ROTH accounts and compare them on three metrics: Total Account Value Total Quarterly Return Total Return Whoever wins two out of three metrics wins the quarter. The loser has to clean the fish tank for the next three months. I started out $1,650 behind… Read More DGI Adventure 09-19-16 – Day of Reckoning – ROTH Competition Update

DGI Adventure – 11-05-2015 Shares Purchased – Whole Foods Market Inc. (WFM) – $28.80/share

LOE – Limit Order Executed…sort of Recently I had outlined the investment thesis for WFM on 10-26-15. The closing price that day was $30.70/share. Unlike most investment theses, I hadn’t come up with a limit order price. The main reason I hadn’t specified a target purchase price was because this was my wife’s investment in… Read More DGI Adventure – 11-05-2015 Shares Purchased – Whole Foods Market Inc. (WFM) – $28.80/share

DGI Adventure – 10-28-2015 Limit Order Executed – Omega Health Care Investors Inc. (OHI) – $36.00/share

LOE – Limit Order Executed I had decided to purchase OHI shares in my ROTH IRA long before I had come up with my investment thesis structure, so I don’t have one to reference. Today I bought 46 shares of OHI at a price of $36.00/share for a total investment of $1,662.95 (including $6.95 trade… Read More DGI Adventure – 10-28-2015 Limit Order Executed – Omega Health Care Investors Inc. (OHI) – $36.00/share

DGI Adventure – 10-21-2015 Limit Order Executed – Fastenal Company (FAST) – $36.85/share

On Sunday night (10/18/15) I finally decided to pull the trigger on FAST before the ex-dividend date comes around on Friday. My LOL (limit order logic) for a $36.75 share price was, as usual, a total WAG (wild-ass guess). It got really close on Monday (intraday low of $36.80). Then there was some goofy bullshit… Read More DGI Adventure – 10-21-2015 Limit Order Executed – Fastenal Company (FAST) – $36.85/share

DGI Adventure – 10-18-2015 Limit Order Placed – Fastenal Company (FAST) – $36.75/share

Dividend Cycle FAST goes ex-dividend this Friday, 10/23/15. In order to collect the 4th quarter dividend of $0.28/share one must own shares prior to that date. All four quarterly dividends this year have been that amount. The last dividend increase was in January of 2015. FAST is a dividend contender having raised their dividends for… Read More DGI Adventure – 10-18-2015 Limit Order Placed – Fastenal Company (FAST) – $36.75/share

DGI Adventure – 10-15-2015 Payday! – VEREIT Inc. (VER)

I got paid today. Woo hoo! VER paid out their $0.1375/share dividend which means I got $55.00 cash money out of my 400 shares. Awesome. This is a highly anticipated and very welcome dividend. I’ve chronicled my now year-long roller coaster with this particular stock already, so I won’t rehash that here. Unfortunately this income… Read More DGI Adventure – 10-15-2015 Payday! – VEREIT Inc. (VER)

DGI Adventure – 10-14-2015 Impulse Purchase!!!  – Wal-Mart Stores Inc. (WMT) – $61.00/share

Dividend Cycle WMT goes ex-dividend on 12/2/15. Owning shares before this date qualifies the shareholder for a $0.49/share quarterly dividend which will be paid on ¼/16. This is the fourth quarterly dividend at this level. The entire year’s dividend cycle was announced by the company on 2/19/15. Another increase is expected early next year. WMT… Read More DGI Adventure – 10-14-2015 Impulse Purchase!!!  – Wal-Mart Stores Inc. (WMT) – $61.00/share

DGI Adventure – 10-05-2015 Limit Order Placed – 3M (MMM) – $133/share

Dividend Cycle MMM will likely go ex-dividend a little bit before Thanksgiving, and the Q4 dividend should be paid sometime in mid-early December. The dividend, like the first three quarters of this year, is expected to be $1.025/share. Historically (past 10 years or so) MMM raises the dividend for the 1st Quarter dividend payment. They… Read More DGI Adventure – 10-05-2015 Limit Order Placed – 3M (MMM) – $133/share

DGI Adventure – 10-03-2015 Month in Review – September 2015

September is over, and October is here. August and September are well known to be seasonally bad months in terms of market returns. You can see for yourself here if you don’t believe me: http://www.moneychimp.com/features/monthly_returns.htm Well August and September were quite a wild ride. I had a lot of dry powder ready for my first… Read More DGI Adventure – 10-03-2015 Month in Review – September 2015