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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (71611)	11/21/2022 4:30:50 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78667

Dividend basket: I sold all UBA, and started a tracking position in D. D seems to be hated for cutting its dividend, and for making big move to renewable energy. I added to CSWC and to a lesser extent to mlp KNOP. I have followed CSWC for more than a decade and have come to have confidence in their management and business approach. (Maybe time in and or watching gives false confidence here though.) finance.yahoo.com finance.yahoo.com I added a little to my tracking position in nice dividend payer Mercedes-Benz. Still a very insignificant position for me.

To: E_K_S who wrote (71611)	12/7/2022 1:41:12 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78667

appropos Utilities, Dominion reversion-to-mean. D hit a 12-mo low today. Yahoo commentary almost uniformly negative on the stock and/or management. Of course somewhat because the stock is down. Also because people see D's shift to, and large spending on, wind/solar to be detrimental to earnings/dividend, to be woke, foolish, etc. What though if D could be somewhat as successful as NEE with it's development of wind/solar? Maybe the government funding for utilities discussed here could help D? I do not know. D at nine-year low (eyeballing it). No surprise that b&h utilitiy investors here are angry. I don't know what catalyst will stop the downdraft, but for a very few dollars I'll start a tracking position. finance.yahoo.com