My New 'Seeing Re' Opportunistic Want To Buy List With Estimated Dividend Yields And 'Seeing Green' Raises For 2016

Here is my last article describing my 74 stock portfolio, if you care to view the holdings.
In early January I sold the 50% remainder of DPS and all of PCP resulting in now owning only 72 stocks. I have some ready cash and now a new WTB list.
First, here is a bit about the transactions and the companies, I sold:
Dr. Pepper Snapple (NYSE: DPS)
I had determined DPS was overvalued, having a P/E of 23. Morningstar had only 1 star on it and a fair value of $64 and they tend to be generous. I sold 50% in 2015 @ $92. In January it was downgraded by Goldman to sell. To me this means the price could and most likely will only fall from here, it now is @ $89. Part of the decision to sell involved the low yield of 2% and the small position size within the portfolio. I sold the remainder for ~ $91 last week. I did get to collect the first quarter dividend for all the shares in January 2016. This sale was done in a taxable account, so I spread the capital gains across 2 years. I will wait for a better entry price with a better yield, if it ever becomes interesting to me again. I did enjoy this stock for the 2-3 years I held it, doubling my money with just the capital gains. Time to move on.
Precision Cast Parts (PCP) and BRK.
PCP popped from $195 when I purchased it back in the summer of 2015, it had become a value play for a quality name. Warren Buffett, of Berkshire (NYSE: BRK-A) (NYSE: BRK-B), announced in 2015 his intention to purchase it in 2016 for $235 per... Read more