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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: ALinVA who wrote (20731)9/29/2025 7:13:53 PM
From: SeeksQuality8 Recommendations

Recommended By
chowder
dan1944
Markbn
R.Daneel.Olivaw
roguedolphin

and 3 more members

  Read Replies (1) | Respond to of 21872
 
I have large positions of both PEP and MRK, built over the last year or two on the pullback.

I expect that PEP will grow at a 4% to 6% rate (slightly faster than inflation), while paying what is currently a 4% yield. To me that is a recipe for steady 8% to 10% returns, which meets my criteria.

I expect MRK will grow earnings at a 6% to 10% rate while also paying a steady 4% yield. That is a recipe for 10%+ returns.

The stocks that drive my returns tomorrow are probably not the ones that drove my returns over the last five years.