Should sit tight on my hands today, but given the ARE dividend cut, I satified my urge to stuff some of that hole and bought some more UNM today. Still have lots of cash to deploy, but don’t have many companies currently in my buy territory. Unum is, and today’s dip was an excuse to scratch an itch. 
Now Unum is a close 2nd to my largest (dividend payout) position: SPG (another REIT I bought at too high a price originally).
Don’t worry, it is real estate. Historically this performs a (very) little bit above inflation.
I hold real estate stocks, don’t know exactly why, because I hold real estate. But mine does not pay dividends except that I can make all the noise I want…
Here I am clicking 1M, 6M, 1Y, 5Y trying to find some green. Even went down while taking the screenshot:
Edit: meant to be a funny post.
Just checked: in my dividend portfolio since 2014 at around $25, then bought more at 44, 49 and $60, last buy was this year, I think I did document the trade in my thread.
Go Cisco. Although my network engineer friends do not like Cisco. But Cisco gifted a lot of gear to the technical schools all around the world and that have seemed to work.
Anyhow, for my mechanical dividend strategy only cash flow counts, and that was always OK. It is still on “buy”, even for that price. But the position did grow too big to buy more at the moment. Who knows, maybe a nice market dividend next year, we will see.
BTW: new 52-week highs in my Portfolio: PFG, OIS, CSTM, CAT, MT, CIB, DLTR and CMI
LULU jumps 10% on announcement that CEO will step down.
It must make you feel bad as CEO when this happens.
Finally sold a slice of CMI. Always hurts a bit cutting the flowers, but in the past 20 years Cummins has never been as highly valued (from a P/E perspective) as these days.
Part of the capital gain realized will go into this year’s 3a, with the rest I dunno yet.
Need to update my buy list first.
Especially when during your tenure revenues tripled…
