What I Am Buying Today.

[EricL]

(Yesterday, 09:51 AM)Dividend Watcher Wrote: Eric, nice to see you back!

I understand the CMCSA trade, I dumped it from my HSA a while ago when I didn't see much changing in the business. Curious why you dumped QCOM.

Just got tired of the inconsistent growth and lack of growth with QCOM. I've owned it twice now and have been disappointed both times. It's projected for just 2% EPS growth in 2026 and 2027 and 7% in 2028. It won't surpass 2022 earnings until 2028.

I'm trying to get a bit more growth in the portfolio, so I put some proceeds into OKE to replace the income and went with the rest into APH and VRT for the growth, as they are expected to grow EPS at 15-25% on strength in sales for AI.