Recent Sell - Macy's

I bought a few shares of Macy's at $19.02 seven months ago. At that time, the panic about the impact of the Amazon on the offline retailers was really high. Almost every financial newspapers write about it, and it was a good opportunity to buy an undervalued good company. I saw, that the company worth more, and it can easily pay out the dividends from it's FCF. I thought that I can collect my dividend payments until the market realize, that the company worth much more. So I had a great, 7.94% dividend yield, while I am waiting.

Yesterday I sold all of my shares at $39.79. It was a really good business for me, because I can double my initial investment. If I would not sell it, now I can collect 3.77% dividend yield. This yield is not so good for me for a fairly valued company. I think, that there are much better investment possibilities at todays market. I hope, that I can find some undervalued dividend growth stock in a few days.

Recent Buy – October – CVS Health, Walgreens Boots Alliance, Express Scripts, Macy's

October was a really busy month for me. I saw some opportunities on the stock market to improve my portfolio and increase my forward dividend income.

I bought a few shares of CVS Health (CVS) at $73.09 which gives me 2.74% dividend yield. CVS Health is a dividend contender, which increased it's dividend in the last 14 years. After my purchase the price went down more, so I am thinking about to buy more shares of the company.

(Source: www.finviz.com)

I bought Walgreens Boots Alliance (WBA) shares at $67.36 which means 2.38% dividend yield for me. WBA is a dividend aristocrat, which increased it's dividend in the last 42 years.

(Source: www.finviz.com)

I like to build my portfolio from companies, that reguraly pays me dividends, but sometimes I saw great companies such as Alphabet (GOOGL) or Express Scripts (ESRX) on prices, that are good for me. I thought that the Express Scripts will be a good investment, so I bought it at $57.01.

Finally, at the end of the month, I bought the shares of Macy's at $19.02 which gives me 7.94% dividend yield.

(Source: www.finviz.com)

Full disclosure: Long CVS, WBA, GOOGL, ESRX, M