10-15-2020, 01:45 PM
(10-15-2020, 01:20 PM)EricL Wrote: I have a few names by sector to consider on my website's High Dividend Growth Stocks page.Thanks Eric, I haven't been to your site for awhile. I will research the ones I am not familiar with
Looking at your question, here's my thoughts.
Tech: ACN, AVGO, MA, NVDA, V
Renewable Energy: NEE
REIT: AMT
Retailer: DG, TSCO
Industrial: NSC/UNP
Defense: LMT or LHX
Materials: SHW
NVDA-that was on the list. Thought I might buy a share and hope for a dip. Seems like a stock for the rest of my lifetime.
V-Have a modest position. Could "buy it" from my main port.
AVGO-Just put it on my watchlist this morning.
NEE- Already one of the largest positions in my main port.
DG- You read my mind. Some of this money came from flipping DG options. I need to go long. I can play with options in the main port. I see VERY few retailers that catch my eye short of a nasty correction.
LHX and LMT are out. Core positions in my main port.
Some of the industrials I have long considered have fleas. A rail is not out of the question for sure. UPS and FDX were obvious choices, but not currently. I don't want to make this too much about current valuation, but for now not chasing industrials than ran too far lately.
Still have a few stocks in mind but I'll hope they get mentioned here without prompting from me.