Dividend Growth Investor - Recent Investments for March 6, 2026

Everyone likes a good sale. Whether it is socks or stocks, you get more for your money when the item you want is on sale.

In the world of dividend growth investing, there come times when investors are not excited about a company’s prospects, for one reason or another. This is the time when those companies are selling at a cheaper valuation. Now, the question of course is whether the business is still good and on solid ground, or if it is a melting ice cube.

The two companies I am adding to today are in my opinion good businesses, with solid competitive advantages, which are being punished by indiscriminate selling due to AI fears. I actually believe AI could help those companies in reducing expenses, and the ability to serve their installed base better, cheaper and more efficiently. Mr Market disagrees with me, which allows me to buy what I think of as solid dividend income on sale. I also believe those businesses are likely to grow earnings over time, and thus be able to grow dividends and potentially even the share prices will follow.

That being said, it is also a good reminder to maintain risk limits, and not risk more than what I can bear to lose on a single position. Hence, why I try to avoid investing more than $2,000 per individual position at cost for this project. Note the limitation is that I invest about $1,000 in new capital, and then I reinvest any dividends on top of that manually (used to DRIP but turned it off to better focus on ROI). I also reinvest any money I get from selling into other opportunities that catch my eye based on expected ROI. Those selling opportunities are very rare, albeit last month one presented itself. Nobody drinks to that I guess..

Anywho the two companies I added to this morning include: