Dividend Growth Forum

New position in DTE

Added ORI, UPS, HD and SRE

Added to CM.to and NSC. Nothing fancy here, just pushing more cash into two names that I want to hold for the next several decades.

Added to DGX before it goes ex-div tomorrow.

Added TXN

added TXN as well as CBRL

GLW, now it is a bit over a 1/2 weight position

After there presentation today I had to sell OHI. Held it for 7 years but I know longer trust management

Added UNP and UPS

not really dividend plays but I bought more AAPL and AMZN today

Added to HD and SBUX

added HD, TROW, WSM and BMY

(04-05-2022, 01:58 PM)MrFortune Wrote: [ -> ]After there presentation today I had to sell OHI. Held it for 7 years but I know longer trust management

Added UNP and UPS

OHI never made it past my DD. They are on my probable yield trap list. 

I mostly continue to just sell puts and try not to get assigned.  I need a few more rate hikes before I get comfortable adding many more long shares.

I sold NEE and bought LRCX in my Roth. This is a TR account and NEE forecasts are for a soft 12 months ahead re growth. I own some in my taxable account which is for dividend income and it's staying right there.

I stuck a $69.60 LO on MU which I doubt fills but that's where I could buy 3 shares with left over cash. Could get lucky.