As the stock market continues to make new highs with each passing week, some of our stalwart core portfolio positions begin to get overlooked as we seek out new relative bargains in the market. It's no surprise that energy and material stocks have been very popular among the dividend growth bloggers as of late, since depressed commodity prices are giving rise to new buying opportunities in the materials and oil patch stocks.

My earlier purchase this month in The Bank of Nova Scotia (BNS) was predicated on the assumption that it is still a relative bargain even among the energy names coupled with a juicy current yield and growing dividend as well. What I'm trying to convey is that while many new buying opportunities may be created with falling prices, one must tread carefully not to get caught buying falling knives. Sometimes it's better to stick with core holdings and simply add to those positions instead of jumping in to falling stocks right away. For example, I'm sure a lot of the recent BP, COP and BBL purchases I have read about could have been delayed for several more days as we watch oil and other commodities try to at least stabilize before jumping in. The stock market, as we all know, is an irrational place where we try to rationalize our purchases.

I didn't expect to make a second purchase in November but with extra capital for the month that was not deployed, I decided to make a final buy before the month was over. I'm curious to know what your thoughts will be regarding this recent buy as seemingly everyone has been buying energy and materials names the past several days and weeks.

With that being said, I have added to my taxable account 27.0861 shares at $58.93 for a total investment of $1,596.18 in Kraft Foods Group, Inc. (KRFT). With this recent purchase my taxable account holdings in KRFT now totals 53.5950 shares for a value of $3,224.81. I also own KRFT in a ROTH account.

What do you think about my most recent purchase? Is KRFT in your dividend income portfolio? Please let me know below.