Dividend Growth Investing and chit chat. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Dividend Growth Investing and chit chat.

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: onlywords who wrote (1290)	12/5/2021 1:54:21 PM
From: BasketballJ	Read Replies (1) of 2146

Hi, The IBM decision was made in congruence with my decision to sell T. The decision to get off T was multi-reasoned with some influence from Chowdahs teachings based on condition of market and where my portfolio is in relation to its goals. -Poor long-term performer in relation to rest of portfolio -Tax harvesting -Higher conviction in mix of replacements from immediate income replacement to some with much lower income but better TR and long term div growth prospects. T was the bigger decision than IBM because it was a much larger position than IBM but once the decision was made for T it made sense to bunch IBM into the decision as well as it was in the portfolio for the same reason and fit the same reasons mentioned for a sell as T. I've got enough time (under 30 years old) that if I can get either at what I deem a insanely cheap price with a belief in long-term turnaround I wouldn't hesitate to buy. Although I imagine that won't happen for T until after the spin-off and I knoow what an insanely good price versus it's dividend payout is. Thanks

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next