08-10-2018, 07:09 AM
(08-10-2018, 01:14 AM)vineetbindal Wrote: Added KHC.
Can you guys share your thoughts on NOC, LMT, UNH, IP at current levels?
My take is:
IP - cut the dividend in 2010, wouldn't even consider
UNH - 1.4% entry yield, wouldn't even consider, this is below S&P500's and will take ages to grow. Historically also not a good entry point.
NOC - solid dividend grower, not a good entry yield in my opinion. But would certainly do some research
LMT - outstanding company and would consider it above 3-3.5% entry yield