Silicon Investor (SI) -- The First Internet Community

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. -- Ignore unavailable to you. Want to Upgrade?

To: cemanuel who wrote (2024)	1/26/2022 9:31:17 AM
From: chowder	3 Recommendations Recommended By cemanuel marsdon SeeksQuality Read Replies (2) \| Respond to of 2146

Re: Sell LMT - replace with MSFT, AMZN and GOOGL. Based on the objective of that account, that's a move I could clearly see making and consider reasonable. I'm adding to MSFT and AAPL, although AAPL hasn't announced yet. I'm also adding to TXN and NVDA today as well. TXN had a nice report, NVDA no longer has the ARM ball and chain acquisition hanging around their neck, thus I think they can now focus on what it is they do best, make more chips. I'm doing quite a bit of buying today, I am adding to the following: ABT .. MSFT .. JNJ .. LMT .. NSC .. AAPL .. MO .. VZ .. TXN .. NVDA .. NKE. Some are being purchased for good performance and higher guidance, others for more income or dividend cash flow growth. Although most of these are growth based assets, I'm not ignoring the dividend based assets and I will continue to build those.