Dividend Growth Forum

Slight "rebalancing" here.
While I love infrastructure plays, I ended up selling a part of my NSC holdings. They have had a pretty terrible time during the past few years, and the latest earnings report was no different. So after the recent price bump I thought this was an ok time to reduce my position a bit. A big reason for this is also that I wanted to grab some more MSFT before the earnings, so I needed some cash for that.

(01-30-2024, 03:20 PM)EricL Wrote: [ -> ]In my trading account, I sold out of PYPL and used the proceeds to buy my first share of SMCI.

Wow.  Just looked at it.  Headed straight up.

Added GOOG, UNH and SBUX

Added fdx, Bmy. Trimmed rtx

Added AFL. I rarely see a dip in this stock.

I'm not seeing many buys in the market right now. It still tech names is the place to be.

Also added AFL and MSFT, AMD and AMZN

Added GOOG, AFL, ROK, IYW and O

Sold out of my remaining banks

Trimmed AVGO and started a new position in NXST.

Today's buy TSLA

earlier in the week i bought TSLA--UNH--GOOG

Back in BABA

APD getting hammed down $40

Added O

Added HUM, O and MCD

I have bought MCD in a while. Been waiting for a dip

New small position in TSLA