hello everyone and thanks for tuning into the financial investor channel my
name is Brent and today we're going to be doing our weekly recap for January
15th through the 19th we're going to be talking about the three main indexes and
how they performed we're also going to be taking a look at my portfolio just
performance-wise what did I do up or down we're gonna take a look at
payouts for the week I was paid out dividends and I got a sizable you know
payout by Merrill edge for being with them for 90 days so depending on however
much money you transferred from one broker into theirs or a few transferred
just money and began investing with Merrill edge then they would pay you out
a you know a specific amount so I was able to pick up a hundred and fifty
dollars Friday and was able to put that to work so I'm gonna be talking about my
weekly trades and then after that I have six stocks I'm gonna be covering one of
which was predicted by someone on there to have been you know it was predicted
to be bought out by Amazon on my facebook I shared out that post saying
you know if anyone's gonna get bought out by Amazon I believe it would
definitely be Kohl's so we're gonna be taking a look at Kohl's Target and a few
other ones they've done really well year-to-date but they were did pretty
terrible back in 2017 some of them so let's go ahead and get into it we will
be starting off our video by talking about the indexes but of course I like
to take a look over at CNN Money Market and I always like their graphs a little
bit better so we shared a very strong Monday and then leapin it into Tuesday
all three indexes were super high opening on Tuesday before falling back
and having that negative day that was a bit of a
you know it was it was needed after last week's gains and how far along we've
actually come here to date so sp500 0.86% this week three out of the five
days positive year-to-date up five point 11 percent Dow Jones again 3 out of 5
positive days up five day change 1.0 four percent at a year-to-date
of five point four seven so they are in second place and of course n number one
we have the Nasdaq three out of the five days positive with a five day change of
1.04 so this is actually the same as the Dow Jones but they are up here to date
at six point two seven percent so very nice on the indexes they are all up very
nicely my portfolio I had a bit of a rough week last week but after you know
after last week sort of recovery and then kind of picking it up this week I
was able to increase my portfolio by three point one four percent this week
so that definitely puts me right around not I don't believe I'm actually caught
up with the S&P 500 right now year to date or the Dow Jones but I'm juggling
right belong right behind it now weekly dividends here I have this split up here
so I have mine on retirement account so I was paid out on the 15th of January I
was paid out by entertainment properties $15.98 that was my only dividend I
received this week so third week of the year I'm excited that this is nearly
sixteen dollars so sixteen dollars in a week it could pay for my lunch if I
wanted it to you know I go out buy salads every day for three bucks that's
fifteen dollars for five days so this could potentially pay for a week of my
lunch if I needed it to but I did it so I was able to take that and reinvest it
so this added to my total year-to-date of ninety five dollars and fifty-seven
cents and dividend so far in 2018 so my weekly trades this week this is a little
bit tougher you know normally I do my trades I have to correct that my trades
are normally done inside my Roth IRA this is to avoid paying capital
taxes or just taxes on my capital gains and dividends but I was trying to move
my reality income from my non retirement account into my retirement account so
what I did is I saw that this was having a bit of a pullback so I decided you
know what I'm gonna sell my 68 shares at 53 dollars and 40 cents I'm still a long
term in a reality income but I wanted to move it into my retirement account that
way future dividends are not having to get taxed at my regular income but
instead the funds they got they were in that kind of settlement period where I
couldn't transfer them over into my retirement account I couldn't transfer
the money into my retirement account so then I waited for them to kind of trend
down a little bit and I was able to buy them back at 53 dollars and 30 cents
this provided me a difference of six dollars and 73 cents that was you know
basically I was able to average down during this trade although I did create
a taxable event I was able to make a difference of six dollars and 73 cents
I'm gonna continue to kind of play with reality income I talked to my broker
they said if I want to try and sell this position and move my funds so here I was
one in the sell my o and move it into my Roth IRA my plan did not work and I had
to buy back on a cheaper price averaging down my initial cost gaining some money
out while buying the exact same shares I'm gonna be calling my broker next week
to see if I can sell release my funds to be moved into my Roth IRA and then rebuy
Oh at a lower price so I'm gonna wait a little bit next week until they're kind
of having you know up and down day I will sell my my own reality income at
where I believe will be a good position or all trending back down and then I'll
call my broker up said hey can I get my money transferred into my Roth IRA
they'll make the transfer and then I'll try and buy back into reality income at
that lower price again averaging down creating another taxable event and then
but these are tax losses but I can't defer them because I'm buying the stock
back in within a 90-day period so that's my whole plan with you already reality
income and EPR I'm just trying to sell those and move those into my retirement
account so as you know I was paid out nineteen dollars or $15.98 this week I
also got my hundred and fifty dollars for being with Merrill edge for 90 days
so with that money and the money here I made during the difference here so six
dollars and 73 cents $15.98 and 150 dollars I was able to buy
three or four additional shares of reality income at 53 dollars and 39
cents so here you can see that I bought these back at 53 dollars and 30 cents
but I bought these ones at 53 dollars and 37 39 cents so this sock was
bouncing quite a bit for a while between fifty three forty and fifty three thirty
I was able to pick these up pretty cheap it's actually been a little bit lower
than that believe it was on the 53 20s for a little bit so I'm picking more
shirts up I mean here you can see that based off these four shares my primary
goal right now is to move my REITs into my Roth IRA use this discount time to
buy great long-term dividend okay so my note here basically means that I'm using
this current time and reads you know all real estate I can't think of it real
estate trust funds boy I cannot think of reality I got reality income in my head
now real estate investment trusts they're at a look at the actual acronym
so real estate investment trusts they're on a downward trend right now but I
leave you know o is always a great long-term buy and hold stock for me it's
been paying out dividends for you know it's been paying out difference for more
than 22 years more than 20 years but it's had that continued growth for over
20 years it's also been able to recover during recessions that has a very nice
diverse portfolio it has dividend
so I can buy and hold the stock for the long term they recently increased
certain that their their dividend payout by like a point zero one you know it's
only a penny but that increase depending on however many shares that's an
additional fifty cents per paled and such so it's definitely nice to kind of
get so here you can see my total profit for my weekly trades was just being able
to get that difference of six dollars and 73 cents with the four shirts that I
purchased of reality income this will increase increase my monthly income by
eighty seven cents or if you multiply eighty-seven by twelve months that's ten
dollars and forty four ten dollars and forty four cents that I will make in a
year base off just my four shirts that I bought into my Roth IRA so this is
definitely a very win yes move right here and that is basically it as far as
my article goes of course you don't have my disclaimer here at the bottom of not
a financial adviser tax professional all the information provided in this video
is just my opinion in for fun okay so moving over to our discussion stocks
we're gonna be taking a look at Home Depot Kroger Target and Kohl's now there
was a prediction made that target would be the one that would be bought out by
Amazon my prediction was if any one he was gonna get bought out it would
definitely be Kohl's so here I took Home Depot is just here this is one that I
had been looking at it's really not I had looked at Home Depot and Lowe's
when I was looking into you purchasing one of these stocks and Lowe's has such
a nice good opportunity backward and Amazon bought Whole Foods and everybody
got scared that I had bought it and lows but I don't know how I would consider
buying it into Home Depot this is one that's trendy and its 52-week high I'd
say I was just using this a bit ago so let's go ahead and look at its price its
yield its p/e ratio and its price to book value and let's take a look just
over the last three years that's a lot of information up on there so what can I
remove let's go ahead and get rid of that Book value we'll just look at the
price and dividend yield right now so dividend yield is at a 1.7 percent this
is the lowest it's ever been or Bassets for about two years January of 2016 was
the last time that this stock was at a 52-week high where the yield was at one
point seven seven what happened back in January of 2016 you can see that I had
this stock fell from around 135 all the way down hitting around 115 so that's
not to say that it's going to happen again but it could possibly happen you
know this stock is trading at a 52-week high so it would be very dangerous to
get fully invested in the Home Depot at this time just because because it is
trading that nearly you know 52-week high its yield is at a very low point
just looking at what happened back in 2016 there was a very sharp drop over
the next few months and then it kind of just continues on
you can see it it happens it happens so that's all I'm gonna be talking about
Home Depot Nexus Kroger so Kroger Target and Kohl's Kroger I don't see them
getting bought out by Amazon at all they have done very positive your today they
are up eight point two seven percent I think this is great I had looked at
Kroger to add it to my portfolio I thought it would a very great stock its
ticker symbol is K R one thing I didn't like on it you know it didn't have a lot
of dividend growth over the last night near or didn't have dividend growth for
a last ten years so I didn't want to add it as a long-term buy and hold and then
I believe it's dividend growth so yeah it's dividend growth see it went
from twelve cents over thirteen cents so it's a pretty slow grower we could see
that it increased its dividend by half a cent so if we take the current dividend
payout subtract it by the original dividend payout and then divide by the
original different payout in times of by hundred they went out four percent I
like to have dividend growth runs five to ten percent I think that's a great
dividend growth and then this one I could see they have a very nice payout
ratio but why are they not increasing their dividend growth why are they not
increased in their payout ratio by say five seven percent instead of that slow
they have the the earning potential to be able to pay that out so that was
something I had looked at on them let's see here Kroger are taking a look
here more at Kroger so this stock has trended down quite a bit hit it support
line back in say December they were at say $18.00 range so they have definitely
jumped back up but look at where they were at a point they were reaching $42
so this is one their price does look I could you know what barn I'm down it's
definitely on its way back up but what caused it to kind of fall out of favor
over the last few year alone so here within a year 2017 was not a great year
for this stock so I would definitely want to research why this stock fell out
of grace you know what causative form was that free cash flow wasn't net you
know revenue was income over the last five years you can see that this stock
is actually pretty flat as far as net income goes and free cash flow
normalized so that kind of percentage-wise there are ups lately but
you know this is over a five year period so if you just take this is up 3% per
year average for the net income 2% for revenue and 1% for free cash flow so
very low numbers there on Kroger the next talk you know this is one that I
think a lot of people are buying in just because if the prediction turns out to
be true at target they will have got a very nice increase over the last you can
see let's check out the year-to-date some both of Kohl's and target here we
can see that back in January of 2018 it probably bottomed out here right
around that 67-65 dollar point that prediction came out this guy's you know
I don't know I didn't read much into it if if he's a holder of target you know
he came out saying that he's predicting Amazon's gonna go out and buy target and
he's probably you know has a huge amount of
you know he could hold quite a bit of target and it was from then on this
stock had been getting a lot of volume trades and has brought this thought up
very nicely nearly 20 percent year-to-date whereas the S&P 500 is that
five percent so you would have got nearly what five times what your current
richard has target higher goals so target does up you know four times what
you would have got with the S&P 500 and they pay a very nice dividend targets
dividend yield I believe was around five percent we can go over to our
fundamentals again that's fine and we'll put in TGT whoops
so we're looking here there we are so over the last five we'll look at three
year period you can see that they are up very nicely seven $1.10 they were down
in the $50 range so that is a very nice game back from July of 2017 would have
been the optimal time to a bought the stock this is where the yield was
exceeding 4.5% which is extremely high for target you can see that target it
normally hovers between a three like a 3.0 yield and it may go down to like a
2.5 so these 2017 was probably a terrible year for target because Amazon
the announcement of you know they're buying whole foods that caused the stock
to plummet people were asking themselves is it going to be like a lasting thing
target and of course it hit it support it's definitely got rallied behind you
know a lot of people picked up the stock believe in the prediction possibly or
just believe it in the stock as a whole and I think I believe actually when I
looked into the stock in the past they are up
I'll say in five years okay they are down in that income they're down in
revenue their free cash flow is slightly up so not a great stock that I would
look at really over the long term yeah go back to normal line so we can see
that the price to book value is actually still pretty high three point eight a
little over what a value investor would look at we can see that their p/e ratio
in a sixteen point three seven whereas over the let's see ten years what's
their average around okay so their average is around twelve point five ish
you can see here it does trying around twelve point five there are times where
it does exceed you know doubling almost over thirty but it definitely does have
a bit of a pullback and comes back down so that is target and then of course
Kohl's I think if any you know if Amazon was gonna buy any stock out there I
think it would be Kohl's this Kohl's does really well Kohl's and Target let's
see here KSS whoops there we go Kohl's so Kohl's
taking a look at their chart over the last five years we can see that they
they also had a bit of a rough 2017 let's just look at three-year period we
can see 2017 started right here fell all the way down bottom doubt right around
July June July period if you were to paint this up in June July you would
have got a yield over say it looks like almost six percent if not right around
that and then you could have easily picked this up from a you know forty
dollars and rode all the way up to its where it's sitting at sixty seven
dollars and fifty four cents now over five year period when's the last time
that again you know this is very similar to Home Depot when's the last time it's
been at this price target you know it's peaked out before before coming back
down back in 2015 so is this could continue to rally and
increase but you can see that you know if you're trying to buy the stock for
the growth or the yield you're not gonna get it right now the yields actually at
a low point where it was back in say 2015 timeframe and then you can see what
happened to the stock price and then they yield kind of shut up after that in
2016 so it does it definitely does these wave so the price goes up comes back
down hard price goes up it comes back down hard price goes up what's gonna
happen next so those are the four stocks kind of wanted to cover with you guys as
well as my weekly recap as far as the market goes and then my portfolio
changes so hopefully if you guys were taking a look at Home Depot Kroger
Target I still think you know what targets a
bit overpriced these are all kind of a bit overpriced I should try and look for
ones that are good entry points but that's what my 5 stocks next evidence is
for you know I try and look for random fire stocks next David it's coming up
next week and then look at some entry points like CBS right now it looks like
a great entry point that's when I was looking at and of course I'm right now
targeting a bunch of REITs inside my real my rara my Roth IRA just so I can
get that dividend income built up have that growth in there and not have to pay
taxes on it till never because I'll also I won't withdraw until 59 and a half so
that is it for this video I hope you guys found it entertaining if you did
like the video hit the like button below if you are brand new to my channel or a
reoccurring viewer hit the subscribe on there I really helps me out I appreciate
it again going for my thousand subscriber goal buy a June if you have
any questions about anything that was covered just go ahead and leave that in
the comments below I will always reply back to your your comments and questions
and of course you know as a disclaimer I'm not a financial advisor or tax for
fashion all the information provided is my opinion for entertainment and fun
this is non investment advice and you should always consult a professional
financial advisor I'm just an investor just like you guys try to make my money
work for me so that is it for this video have a great day I will
next time buh-bye
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