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

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To: chowder who wrote (1636)12/20/2021 8:51:52 AM
From: humanglowstick1 Recommendation

Recommended By
ddbpaso

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Hi Chowder, transplant from SA. I don't comment much, but have been reading you and the dividend growth community since about 2014. Thought I'd take this opportunity to test out the SI comment system :) I do have a question, and maybe I missed this change, but I often remember you being pretty adamant in believing that pharmaceuticals weren't part of the strategy and you preferred medical device companies due to its relative protection from political pressure, whereas drug companies can be a bit of a political football. Now I'm seeing you announce purchases and financial updates for companies like Merck and Amgen, etc. So, was there a condition in the market as your catalyst? What ultimately changed your tune? Please, I'd like to hear your thought process. Thanks!

P.S. I'm same age as the your son, so my perspective is relative to the YFP, thanks again!
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