Dividend Growth Forum

sold out of MO

added to existing holdings

goog
amzn
msft
tsla
isrg
amd
ma

and a small starter position in ENPH to keep better tabs on it

(02-07-2023, 03:48 PM)stockguru Wrote: [ -> ]

(02-07-2023, 11:26 AM)vbin Wrote: [ -> ]Added cvs and tiny bit BMY

Just curious on why CVS? It’s still very expensive at a PE of 36. If they miss on earnings Thursday could go down another 12-15%. I do like BMY. 

Any thoughts on TSN? At a 52 week low and has a yield of 2% and PE less then 8 now. I understand rising beef costs is a concern. But they will get it right and fix it. Why not buy before that happens.

Fastgraph shows cvs trading at 8pe. Where do you see 36?

TSN can drop further I feel. Low $50s would be nice.

Loaded up on oxy today and bought back some positions in baba. Tiny bit amzn.

Added to STWD & AXP.

Added more oxy. Bought gold

added to

xom
bx
tsm
zts
goog

Nice dip on DG today. Anyone adding?

Funny I was just posting about DG

I just took a position. It hasn't seen these levels in a while.

The company said it now expects earnings per share for the quarter ended Feb. 2 of $2.91 to $2.96, below the previous guidance range of $3.15 to $3.30. Same-store sales, or sales from stores open at least a year, are now projected to rise 5.7% from a year ago, below previous expectations of 6%-to-7% growth.

Not great news, but I'm fine buying at $212 and change

New position in COP

Added FANG and PXD

I like oil at these levels. Its fallen considerably and I can see back to $90 in the summer. I'm still not sold on TECH and REATIL. DG warning today is telling you something. So I'm stocking with names like energy for the backend of the year.

NSC and UNP on watch list. Not time to jump in yet with that sector and it's uncertainty. Too much safety regulations that need to be fixed.

Added EOG after hrs at $114. Nice $1 special dividend on top of the .825 reg divy

added to

amzn
googl
tsla
aapl
bx

Used pooled dividends to add two more shares of TXRH.

2.12% yield with a mid-teens growth rate and trading at 22X 2023 estimates compared with a historical valuation of a 26 PE.

added

amzn
goog
googl
aapl
tsla
enph
bx
zts