Dividend Growth Forum

Added O

(08-07-2023, 06:32 AM)ken-do-nim Wrote: [ -> ]

(08-07-2023, 12:46 AM)vbin Wrote: [ -> ]

(08-02-2023, 09:19 AM)Marknew Wrote: [ -> ]

(08-02-2023, 09:09 AM)vbin Wrote: [ -> ]Added more schd. Wow Enph and also sedg. Looking to add Enph if it falls more.

I will stay away from solar stocks. Too much uncertainty in that sector. Plus none pay a dividend. 

Would rather just own LOW on a big pullback if we ever get one lol

Thank you for sharing that prospective. That’s why I love this forum. Yeah too much uncertainty for sure. May be I have a bit fomo there.

The most I've looked into solar is the TAN ETF.  Up a respectable 183% in the past 5 years, but all that price growth was in 2018 - 2020.  Maybe it's due?

This would seem like a good candidate for an ETF, but you get too much insolvent trash in the mix.  When the price is right, buying into a few that are profitable and not too buried in debt is probably a better bet.  It's what I do anyway. Unfortunately the momentum traders show up and you have to trim strong runs or you just give it back in 6-12 months.

Added a little Wec. Started a position in SRE

Added DFS

Added to CM.to
Either they (and me along with them!) are going bankrupt or this is just too cheap.

Added schd, xlu, bought back paypal

Bought the TGT $135 puts

Added WEC, SRE, RTX and CNI

Added MPW, PYPL, ITW, RTX and O

And bought few call positions

Used pooled dividends to add 2 more shares of Texas Roadhouse TXRH.

Seems reasonably priced at 22X 2023 estimates, with projected EPS growth in the mid-teens.

Added to DFS.

Added HSY, NKE, TXRH and O