What I Am Buying Today.

[fenders53]

(02-06-2023, 12:34 AM)rayray Wrote: oh forgot, last friday 2-3-23

added to amzn and vz

received a dividend from vz not long ago, and sometimes i purchase additional shares of the company providing the dividend

the bulk of the investment went into additional shares of amzn, which i've been acquiring for a while--amzn has hit a rough patch it's been hit pretty good--with aws--cloud-edge computing/ai/ar/robotics/e-commerce/logistics--all forms of transportation--air--ground--sea--fulfillment centers/grocery/media entertainment/amazon investments/partnerships/pharmacy and let's not forget a long list of patents in addition to loads of data collected, it's an investment i can't ignore and will continue to add for a long time

amzn is one of my largest holdings--it's #5 in my portfolio

AMZN is a tough one.  I have followed them for decades like everyone else.  This is an example of a company I would buy back if they would initiate a small dividend.  They have so many levers they could pull to generate net income but they incinerate cash on retail infrastructure instead.  Married to a low margin business in a big way.  I am not sure how they pivot away from that.  If/when they have half of WMT modest retail  margins my opinion probably changes.  I don't even know if that is a goal.  For now I like Amazon but little interest in AMZN.