MTQ Disclosures

I had attempted to comment as I was watching and making stock decisions.  I simply could not keep up; furthermore, after buying APPL near its peak, it is likely many would not want my stock picking advice anyway.  After careful reflection, I have made the decision to transition this to a disclosure page as I frequently blog posts relating to technology and it is important for readers to be aware that I do own individual issues of some company stock.

These are the stocks I currently own:

Apple (AAPL):  I have been consistently wrong about Apple.  About 20 years ago, I thought they would be out of business (I was more than slightly wrong). I have dipped in an out and now, unfortunately in, but behind.  It still has a reasonable PE and is a leading company so I can wait.

Microsoft (MSFT):  Regardless of what you think of the company, this is a cash cow.  It is solid financially and an excellent hedge between a company that pays a solid dividend yet has prospects as a growth stock as well.

Pfizer (PFE):  I bought this years ago and unfortunately even with the recent resurgence of this stock, I am still a little behind in regards to price gains & losses.  Regardless, this is a stock that I have never lost a bit of sleep over.  It continues to grind out super dividends so who cares if it takes a while for the price to return.  Although I like this stock, I may lighten my holdings a bit to permit better diversification.

These are the stocks I'm watching:

Aetna Inc (AET):  I have experienced Aetna as a customer and they have always given me the impression of an extremely well managed company.

AstraZeneca PLC (AZN), GlaxoSmithKline (GSK) - watching all these drug companies as potential cash cows.  

Bristol-Myers Squibb (BMY)  A potential dividend play.  I have owned previously and if priced right would consider owning again.

ConAgra (CAG) - paying a nice dividend. The trading history of this stock reflects that it trades is a very narrow range.  I have owned previously and if priced right would consider owning again.

Conoco Phillips (COP):  I wish I had grabbed some of this stock several months ago.  Pays a great dividend.  The stock has seemed to be a good buy based on Price Earnings (PE).

Eli Lilly (LLY):  Long term stability, great history of paying a dividend.

Facebook (FB) - I don't like Vegas gambling, it's PE is just too high for me at this point.

Google (GOOG)  Individual share price is just too high for me to be able to comfortably manage.  (I like stocks that I can afford to purchase in traditional 100 share bundles - I know that is old school, but it makes the math easier - it went up a point, ok, I made $100.  I can understand that... if I owned 25 shares, I'd have to think harder...)

Intel (INTC):  I still like tech and Intel and Advance Micro Devices (AMD) are the 2 biggies when it comes to chips.  Also noteworthy is the sizable dividend.

Johnson & Johnson (JNJ):  With savings interest rates paying such a paltry return everyone should consider an option such as this company.  I purchased this stock at 62+ and have recently sold it for a little under 69.  I'll keep watching this one and if it goes on sale I'll consider jumping back in.

Proctor & Gamble (PG):  Watching for a sale on this cash cow

Penn West Petroleum (PWE):  My brother owns some of this stock and he's a pretty smart guy so I'm thinking about taking a nibble.

Vodafone Group Plc (VOD):  Provide some international exposure in a high growth industry, cellular.  Pays a solid dividend.