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Strategies & Market Trends
Dividend Growth Investing and chit chat.
An SI Board Since February 2021
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Emcee:  rnsmth Type:  Moderated
Introduction Compact
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2046I had too many add on buys this week to list. Next week I expect to add to LLY bchowder31/28/2022
2045It has been a more active week than I usually have. Trimmed VZ and CM and then rnsmth31/28/2022
2044damn, my MA is so overweight already, I want to trim it, but I also want to add Haz21-1/28/2022
2043Did a bit of buying today (now yesterday as of 5 minutes ago). Added to SCHD, mrw11g11/28/2022
2042Me and PG I have owned it a long time, nearly a decade. I trimmed it several trnsmth-1/27/2022
2041I did some buying today, added in small lots to the following companies: TSLA .chowder41/27/2022
2040I had planned to do nothing today, but watching things I decided to: Trim CM a rnsmth11/27/2022
2039Interested in comments about TROW, and especially The Street read related to NetSPat-1/27/2022
2038New to SI, came from SA: CMCSA appears to be undervalued, with 8% dividend increSPat11/27/2022
2037Added CMCSA to portfolio this AMJust Fine-1/27/2022
2036Q4 GDP jumps 6.9%, leapfrogging 5.7% consensusrnsmth-1/27/2022
2035CM is overvalued - Current yield is about 20% below its 5 year average and its frnsmth-1/26/2022
2034The switch was for STOR. About the same yield, much higher dividend growth, comrnsmth-1/26/2022
2033I actually added to VZ today but I get why you switched some cash from VZ to SCHchowder-1/26/2022
2032Trimmed VZ back to a full weight position. Used the proceeds to add to STOR at 3rnsmth-1/26/2022
2031++I'm doing quite a bit of buying today, I am adding to the following:I'rnsmth-1/26/2022
2030The LMT sell/AMZN buy has been done. Leaning towards MSFT over GOOGL but I'lcemanuel11/26/2022
2029Yeah, good point. I do think there is a real possibility that we will tip into SeeksQuality11/26/2022
2028Re: Sell LMT - replace with MSFT, AMZN and GOOGL. Based on the objective of thachowder31/26/2022
2027"Not sure what you mean by "excited"?" I mean you declaringcemanuel-1/26/2022
2026I always enjoy seeing how excited folks get about AH moves. Close to a 10% gaiSeeksQuality-1/26/2022
2025Chowder, I understand and accept that it is about the guidance, but stand by my SeeksQuality31/26/2022
2024I'm looking pretty hard at AMZN myself. What I'm about to type is not a cemanuel11/26/2022
2023I'm ready to add more MSFT if the market reacts favorably to them over the ncemanuel-1/26/2022
2022It's not the beating of earnings and revenue expectations that are the focuschowder11/25/2022
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