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Dividend Growth Investments for September 20th
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Dividend Growth Investments for September 20th

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Dividend Growth Investor
Sep 20, 2023
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Good Morning,

I wanted to let you know that I added to an existing position today.

I went through the list of portfolio holdings as of August 31st, and decided to beef up my exposure to these companies to about $500 on cost. 

I view the company as a quality company, albeit it does not seem cheap as it sells above 20 times forward earnings. However, I believe they would be able to grow earnings, dividends and intrinsic values over time and also have qualitative factors and stability of earnings to warrant a small premium.  I would be excited to add again at even lower valuations.

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