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Strategies & Market Trends : Dividend Growth Investing and chit chat. -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (1636)	12/9/2021 9:50:22 PM
From: eaglebear	1 Recommendation Recommended By jopapgh Respond to of 2146

Chowder: Dividend Growth Investor used to write for SA. Maybe he has been reading your comments. HA! He probably made changes as he has seen what the market has done and changed since he started. I remember David Crosetti saying the sweet spot was a company yielding 3% growing 10% per year (the dividend). Not easy to find these days. Yields have definitely gone down as the market has gone up. BTW WM just raised the dividend 13%. I have a full position. Per SSD: Waste Management raises dividend by 13%, recording largest increase in nearly two decades

To: chowder who wrote (1636)	12/20/2021 8:51:52 AM
From: humanglowstick	1 Recommendation Recommended By ddbpaso Read Replies (1) \| Respond to of 2146

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!