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


To: rnsmth who wrote (1869)12/29/2021 2:28:05 PM
From: Top Of The World Ma1 Recommendation

Recommended By
rnsmth

  Read Replies (1) | Respond to of 2146
 
Re: Trim of PEP and use of proceeds

I understand why you made these moves but just curious if you give any consideration to fair value (which I know is a range) when you add to or open positions when making moves like these.

I haven't looked at valuations of any of the positions you added to so just curious since there was no mention of it.



To: rnsmth who wrote (1869)12/29/2021 8:30:47 PM
From: eaglebear1 Recommendation

Recommended By
rnsmth

  Respond to of 2146
 
Ron
I am going to look at a few positions after the first of the year and JNJ will be one I might pare back?