08-01-2014, 11:03 PM
Chuck Carnevale has written about investing for growth before. http://seekingalpha.com/article/1775612-...for-growth
I don't think it has to be considered a radical departure from the DGI strategy. Growth simply means the company has better things to do with cash than pay it out, because they're still reinvesting internally. Most of my stocks are dividend paying but I have a few that aren't, or aren't yet, and I consider them all to be under a coherent total return umbrella.
I've never looked at GILD before, but it looks like a great deal given the earnings growth estimates. I'll add it to my watch list.
I don't think it has to be considered a radical departure from the DGI strategy. Growth simply means the company has better things to do with cash than pay it out, because they're still reinvesting internally. Most of my stocks are dividend paying but I have a few that aren't, or aren't yet, and I consider them all to be under a coherent total return umbrella.
I've never looked at GILD before, but it looks like a great deal given the earnings growth estimates. I'll add it to my watch list.