Opened Two new positions February.

After closing so many positions and getting some dry powder, I decided to take a look at a few of my tracking lists to see what was looking promising.

AT&T Position

I have been tracking AT&T through several cycles over the year. While they struggle like most big media and cell companies with a cyclical business and strong competition but I think they are in a good position for long term success.

Why AT&T? They pay a decent dividend. Anytime they go over 5% I start to consider them as an option, for both the dividend return and the expected share price return.

Here is a look at the historical dividend yield over the past 5 years.

Here it my position - I had a my 5% stop loss trigger, but I sill want to be in the position so I had to re-enter

Date	Trade	Share Price	Dividend Yield	Gain/(Loss)
Feb 05 2021	Buy	28.96	7.19%
Feb 26 2021	Sell	28.03		-3.21%
Mar 03 2021	Buy	28.24	7.24%
Current	Hold	29.81	6.98%	5.5%	No Stop Loss
Net				1.35%

I think AT&T has a good run ahead of them, and can give me some really good returns in both share price and dividends. I there is a good chance to keep having share price growth while collecting dividends that will return over a 7% on my cost.

IBM Trade

IBM is the first stock I ever owned. I had some gifted to me by a grandfather when I was in high school. I have not owned it since they stopped making personal PC's but think they are well positioned for growth.

IBM has traditionally paid a small dividend, but from memory it was always under 4% and I typically ended up picking other stocks. After reading some analysts opinions on projected growth, plus a dividend yield that moved to over 5% had me interested.

IBM Positions -

Date	Trade	Share Price	Dividend Yield	Gain/(Loss)
Feb 10 2021	Buy	121.79	5.33%
Position Total				4.11%

Pretty Good Start to this trade already - but honestly I should start to measure this against the the returns of a total market index to get a better idea of my performance. Might be a bit much for each trade, but could provide me some valuable insight if I should continue individual stock buying.

One more victim to my trailing stop loss risk mitigation

I also got stopped out of BHC - that I had to enter back into to keep my open position a few days later. Price increased on me so I had a little bit of slippage and created a hold for BCH holding. This is story worth telling - never get married to your investments. That is for another day.

sincerely, @cluelessinvestor - aka a random nobody on the internet spewing nonsense

This post NOT financial advise, it contains my personal opinion and experience and is intended for educational purposes. Perform your own research and analysis prior to making investment decisions.

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